Develop your generational wealth strategy with Brendan Dunn

Listen or watch on your favorite platforms

Guest

Brendan Dunn

Holdun is a multi-family office operating for 5 generations that offers various wealth management services.

Sean has founded multiple companies and done multiple 8 figures worth of business.

He’s currently advising, consulting, and investing in business just like yours.

He knows where you’ve been, and he knows where you’re going.

Book a call with him today to see how he can help you get there smarter, faster, and in a way that aligns with your life goals.

Timestamps

00:00 – Family Office Services and Wealth Management
03:01 – How to align interest between the office and clients
05:53 – Investing Based on Clients’ Values and Ethics
09:01 – Matching Risk Tolerance and Beliefs in Portfolio Allocation
12:15 – Diversification and Risk Tolerance in Investment Portfolio Building
15:08 – Using Technology to Improve Client Communication and Operations with AI
18:03 – How AI Can Improve Business Efficiency and Client Communication
20:45 – Client Relationships and Confidentiality with a Wealth Management Firm
23:35 – Personal Relationships in Business and the Limits of Marketing Outreach
26:22 – Building a Personal Brand and its Benefits
29:41 – Estate Planning for Crypto Ownership
32:34 – The Personal Relationship in Wealth Management
35:31 – Personal Relationships and Risk-Taking in Investing

Transcript

Read the transcript

Coming soon!