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Gen One Legacy

Making a generational impact starts with one: one person, one family, and one community. And so, the Gen One Legacy is our attempt to help first-gen tech professionals like you get your financial house in order so you can live your legacy.

Hosted by Peter Donisanu, a Private Wealth Manager, this podcast serves to simplify your journey through the often-complex world of wealth management, tailored specifically for the first-generation impact-oriented tech worker.

One person can’t change the world alone.

But one person can be the spark that lights the way, providing future generations with resources they need to align with their higher purpose so they can make a dent in the universe.

Your journey as a first-generation high earner isn’t just about accumulating wealth; it’s about creating a legacy that lasts the tests of time. A legacy that empowers your family, uplifts your community, and leaves a lasting mark on society for generations to come.

That’s why each episode of Gen One Legacy dives deep into the critical aspects of wealth creation, preservation, and legacy formation. From actionable stock options & equity comp strategies, to investing, estate planning and fostering a mindset of generational wealth, we cover it all.

Join us as we distill proven Wealth Management practices into practical and actionable insights that you can apply to your own life.

Whether you're an entrepreneur, an executive, or anywhere in between in the tech space, this podcast is your first step toward securing a prosperous future for your family and generations to come.

Subscribe to the Gen One Legacy where we’ll help you get your financial house in order so you can live your legacy.

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Gen One Legacy

Give Your Family the Gift of Knowledge this Holiday Season

December 21, 2023 • Peter Donisanu

With Christmas just days away, some of you may be scrambling to find that last perfect gift for your family this year.

Well, before you head out the door for one last purchase, might I suggest the gift of knowledge this year?

You see, if you're planning to leave behind any measure of wealth to your loved ones after you pass, then giving the gift of knowledge is crucial to this end.

And why's that?

Well, that's because asset transfers without knowledge transfers can lead to failed wealth transfers.

And you know the trouble is that many well-intentioned individuals aim to build generational wealth but are often doomed to failure because they focus solely on the money.

And so, what's the big deal?

Can't you just put a complex legal structure in place to ensure that assets go where they need to from now and into near-perpetuity?

Well, the trouble is that when wealth is handed down without a story, it risks becoming just a mere number.

"Shirtsleeves to shirtsleeves in three generations," as the saying goes.

And so, why does this outcome seem so inevitable?

Well, it's because wealth without wisdom is like a ship without a compass.

Indeed, imagine amassing a fortune to be enjoyed by family members not even born, yet the next generations squander it because they can't appreciate what the money's about.

It's painful, right?

So, what should you focus on to prevent this outcome?

Focus on transferring knowledge.