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.
Gen One Legacy
Is a Trust Right for You?
Asset protection, securely transferring wealth, and keeping your family's finances on track no matter what life throws at you. Who doesn't want that, right? Well, these outcomes were top of mind for Craig, a devoted husband, a father of two, and a tech professional.
Now, having built a successful career and arriving at a solid place in life financially, Craig grew increasingly concerned about his family's financial stability. That's because Craig had earned a lot in his career and wanted to ensure that his family could manage it all if he passed away unexpectedly.
And so, Craig did some digging online and found a way to handle his money even if he wasn't around. In fact, he learned that the estate planning technique of a trust is when someone takes care of your money and gives it to others according to his established rules.
What's more, Craig learned that trusts are a valuable way to safeguard his family's finances, maintain their privacy, and make it easier to manage his estate. Now, after conducting further research and consulting with a trusted advisor, Craig decided to create a trust.
And this decision marked the beginning of his journey towards financial expertise and reinforced his commitment as a responsible family man.
Indeed, a trust can be a powerful expression of love for your family's future and help guide them to make wise choices with the wealth you've accumulated.
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