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Stewardship.Media
Marty Gunderson
6 episodes
4 days ago
Insights on wealth preservation, family governance, and multi-generational planning strategies for ultra high net worth families.
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Business
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All content for Stewardship.Media is the property of Marty Gunderson and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Insights on wealth preservation, family governance, and multi-generational planning strategies for ultra high net worth families.
Show more...
Business
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Deep Dive into Building a Legacy that Lasts
Stewardship.Media
24 minutes 48 seconds
5 months ago
Deep Dive into Building a Legacy that Lasts

This audio conversation offers an extensive overview of the "Entrusted" planning philosophy, primarily from the book Entrusted: Building a Lasting Legacy of Wealth and Purpose by Andrew L. Howell and David R. York, alongside their subsequent works and public contributions. This philosophy advocates for a holistic approach to wealth transfer, emphasizing human capital (values, wisdom, purpose) over mere financial assets. It critiques the traditional "4D" inheritance model (Dump, Divide, Defer, Dissipate) and proposes a "4P" alternative (Purpose, Participation, Preparation, Perspective) to cultivate responsible, "entrusted" heirs rather than "entitled" ones. The sources further detail seven core disciplines for achieving lasting family legacies, supported by practical tools like family mission statements, governance structures, and creative trust provisions, all aimed at fostering intergenerational unity and sustained positive impact.

Stewardship.Media
Insights on wealth preservation, family governance, and multi-generational planning strategies for ultra high net worth families.