What Would the Rockefellers Do?: How the Wealthy Get and Stay That Way, And How You Can Too

by Garrett Gunderson, Michael Isom

How are the ultra-wealthy able to amass fortunes and pass them on to future generations?

What are their secrets for growing, protecting, and passing on wealth? More importantly, how can you learn what they do so that you—and your heirs—can have what they have?

What Would the Rockefellers Do? reveals the secrets of the ultra-wealthy that can change your family’s financial destiny. It details the financial system used by the wealthy, including the Rockefeller family, the Kennedy family, Walt Disney, and many others to create legacy wealth that lasts for generations. It also exposes the mistakes made by wealthy families who eventually lost the money, so you can avoid those mistakes.

You want to give your kids a better life than you had. But with strategic planning and the right tools, you can do more than this. You can create a legacy of wealth and contribution that lives on in perpetuity—benefiting generations after you. And you can do it without creating spoiled “trust fund babies.” Instead, your wealth can be used to empower future generations. Read this book to learn what the wealthy do so you finally rig the game in your favor and create a lasting legacy.

Kindle Edition

Published May 27, 2024

Reviews

[Evan Rojas · Rating 2 out of 5]

The entire book is essentially a sales pitch for "optimally funded whole life insurance." I.e. whole life insurance with a low premium and a maxed out PUA Rider.

Maybe this book is useful for people that don't want to learn investing or money management, but the reality is that this is a book that wants you to buy the products that the authors sell.

[Kennneth Carter · Rating 5 out of 5]

Easy to read and understand

This book was easy to read and understand. The principles set forth in this book can be implemented day one. A great read that highlights ways to improve your financial situation and build a legacy.

[Josh Arendt · Rating 5 out of 5]

Great book about an alternative ways to build wealth and protect your family and assets

[Cory Wallace · Rating 5 out of 5]

This is an updated version of the original and it did not disappoint. Included are instructions on how to establish trusts to continue on your family legacy. This is a must read.

[Frances Mance · Rating 2 out of 5]

catchy title, and good read to start thinking about family trusts, but once you start making good money hire a financial expert rather than wasting your time on this book.

[Barbara Mauceri · Rating 5 out of 5]

Excellent book

Thank you so much for sharing these amazing tips and financial secrets for wealth planning for future generations like the Rockefellers used.

[Lucy R. · Rating 2 out of 5]

Whole book was on life insurance - was meh.

[maya · Rating 5 out of 5]

Different Perspectives of Wealth Management

Gave a new outlook on whole life insurance and various products. Making you realize how old money to either become destroyed or kept.