3 Ways a Family Charter Can Help Support Your Legacy Artwork

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

3 Ways a Family Charter Can Help Support Your Legacy

January 18, 2024 • Peter Donisanu

Under the right conditions, money does grow on trees.

You heard that right.

And to be clear, money can only grow on trees when it grows from a family tree.

How so?

Well, when each successive generation in a family tree works together, they can produce a varying measure of wealth that benefits each family member and their broader community.

And so, what's the catch?

Well, the catch is that wealth produced by your family doesn't just happen on its own because it's cultivated with intention and forethought.

Indeed, this work involves deliberate planning that defines your family's purpose, lays out how your family will address conflicts and repair ruptures, and ultimately defines how your family will respond to inevitable life changes.

And so, how do you go about creating a plan to grow a family tree that produces fruit for generations to come?

Well, you can start by creating a family charter first, then focusing on the money.

You see, it's one thing to simply gather financial assets. And it's another to cultivate an environment where your family is willing to cooperate and work together to wisely steward those financial resources and raise up a tree that bears fruit for generations to come.

To be sure, whether you have young kids at home, your children are grown and out of the house, or your family involves your community of friends, creating a family charter, or often referred to as a family constitution or family compact, can help ensure that your family tree eventually prints cash to benefit your family and community for future generations.