Top Expert Reveals the Roadmap Used by the Wealthiest Families in the World To Maximize Your Reputation, Portfolio, 
and Legacy ...

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Investing Legacy: How the .001% Invest

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How Do You Want Your Epitaph To Read?

What Do You Want Your Children and Grandchildren to Say About You? 

For an elite few, it’s the ultimate statement. 

But they all have one thing in common: Their obituaries will be larger than most. At least 2,000 words written like Walter Isaacson or Robert Caro himself wrote it, vs. a mere 100 pinched words for most mortals.

Regardless, do you know what they all have in common? None of them want to be remembered in the obituary just for their “passion for life”. 

Think about it: an entire life emasculated by 3 words in print. Sounds so indulgent.

Do you know how those legacy makers will all be remembered? Probably with their name across the entrance to a library or atop a great hall with bright copper lettering. Unlike most, that is for certain…

It formalizes a personal evolution through life’s trials and tribulations. 

Or the sum of all blessings. 

Will your alma matter have the name of a hall or library with your family’s name written across it in bright red copper?

Will we see your name before the latest Ken Burns documentary on PBS, listed behind famous brave men and women such as Rosalind P. Walter? Or other well-branded family-based institutions such as the familiar-sounding Arthur Vining Davis Foundations, or The Chan Zuckerberg Initiative?

How do you plan to continue to support initiatives that are worthy to you and your value system, and not dictated by someone else? 

Why We Need To Talk About This Now

The democratization of technology in the late ’90s ushered in a disproportionate and vicious wave of wealth in most western societies. It’s a scary transition today. Half of the relevant industries and companies that we see now didn’t even exist, even just 10 years ago. 

It’s been transformative. Amazon started in 1994 and has one of the largest market caps in existence. Social media has formalized the entrepreneurial class, and if you combine that today with the advent of cryptocurrencies, NFTs, and other decentralized platforms, you’ll discover that there’s never been so much wealth created in such a short period in our world’s history. 

Even Genghis Kahn would blush.

In more clandestine circles, Decimal means someone who has at least a net worth of $100 million as they represent the top 0.001% of society. For the emerging families, those who have just hit the rank of Decimal, the problems become complicated and acutely personal. 

Why It Was Written

Frankly, the midlife crisis hits different after a large windfall from selling a company or exiting an investment. 

The questions are “what happens next?” 

“What do I do now?”

But what does a distinguished legacy look like beyond anything financial? This wasn’t exactly anything Bloomberg or CNBC wanted to talk about at the time as stocks were hitting all-time highs. I honestly thought no one would care. But I wanted to see what would happen anyway just to see if I should go ahead with this book.   

In 2019, with the help of a powerhouse publicist, Christine Haas, I was able to find a safe space to discuss this. In Los Angeles. On a cool, early September morning in a West Hollywood television studio, I met Dr. Erin Fall Haskell, one of the hosts of the popular morning show, Good Morning LaLa Land.  

As we sat in front of the cameras and under the hot lights, we discussed what legacy meant and how I believed it affected investing decisions. People connected to it. It was something they’ve never really thought of but knew in the back of their mind they were doing it subconsciously. More on that in a second. 

What Made the Difference

Have you ever wondered what makes this kind of difference in the lives of some of the wealthiest families beyond what Hollywood gives you?

From a 30,000-foot level, these families never evolved. They got distracted, still too involved in the operations of the companies that created their wealth, and never had the proper guardrails to keep them from making the death-by-a-thousand-cuts mistakes and other poor decisions that slowly suffocate any chance of a meaningful and impactful legacy. 

This creates disdain, animosity, and the most expensive of all, regret. 

The difference lays in the quality of the network each wealth creator or family knows and how he or she makes use of that network. If they don’t, they are alone on an island, trying to engineer it themselves. Over time, that becomes perilous. 

Right now, you’re feeling the same frustration and anxiety most established entrepreneurs have faced for centuries after great success. 

What do you do next? 

Do you know where your legacy and your family’s brand go from here?           

The History and Evolution Of Merchant Families into Family Offices

To know where you’re going, it helps to first know where you came from. And I’ll bet the price of this book you can relate to this right now in your life. Let me quickly explain.

Modern entrepreneurs grew out of the European medieval period, a rapid expansion in trade and commerce led to the rise of a wealthy and powerful merchant class. 

The merchants’ characteristic flexibility allowed them to import produce from afar – grain from the Baltic, textiles from England, wine from Germany, and metals from various countries. 

Merchant guilds began to form during the Medieval period. These were fraternities formed by the merchants, owners, lessors of capital equipment, and other skilled artisans.

These eighteenth-century merchants, who traded in foreign markets, developed a network of relationships that crossed national boundaries, religious affiliations, family ties, and gender. These cosmopolitan merchants were prudent and cautious but balanced with a genuine sense of enterprise embedded within their societies. 

Those “merchant families” evolved and had a mentality based purely on stewardship, trust, and reciprocity. Their culture of communal support developed and helped to unify the early modern but burgeoning economy. 

In modern times, merchant families have distinguished themselves by their innovation, leveraging their wealth and influence into partnerships that have built countries or have unseated thrones. 

After the Civil War, these merchant families galvanized into powerful “merchant bankers”, or today what is referred to as family investment offices, with names such as Goldman Sachs (founded by Samuel Sachs and Marcus Goldman), Kuhn Loeb (Solomon Loeb and Jacob H. Schiff), Lehman Brothers (Henry Lehman), Salomon Brothers, and Bache & Co. (founded by Jules Bache), Rothschild & Co., Barings Brothers, and many other hallmark families blazing the path to modern-day venture finance and buy-side private equity as we know it today. 

What Do You Want Your Children and Grandchildren to Say About You After You’ve Gone?

Well, that depends on how powerful your legacy is. And the cost of that legacy is explicitly contingent upon how deep you want your impact to be. 

When Sheldon Adelson passed away, every sub-headline spoke about how deeply he “influenced policy from DC to Jerusalem.” That is his legacy. That is his mark on the world. He created hundreds of thousands of jobs in a frontier industry in the Wild West after fighting his way up from an arduous childhood in Boston.

How will your legacy be defined and sustained? 

What does that look like specifically? 

Who else does that involve? 

Because when you're successful, your identity becomes more valuable. It’s more than money now. It’s legitimacy you can’t buy at a Tesla dealership.

It’s the “now what?”

The Investments Of Immortals

Have you ever wondered why the .001% own assets such as professional sports teams and ultra-fine art - and not the same investments as your middle-class friends and family?  
Have you recently realized that liquid investment products such as stocks, bonds, mutual funds, and even “bargain” ETFs aren’t really a good fit for you anymore as you’ve evolved?

What do your friends say about you behind your back? That you own part of a professional sports team? 

Or that you’re a single-family or residential slumlord with tenants who are poorer than you? Who exerts more influence? 

Keep reading if you’ve evolved from chasing shiny objects and get-rich-quick subreddits. 

First, Which One Are You?

Do all Decimals drive Oldsmobile’s and drink Cherry Cokes? No, not since the Reagan Administration. 

Let me give you a taste here as each Wealth Creator or their Next Generation (“Next Gen’s”) has their idiosyncrasies that usually fit one of these 5 buckets called Investor Avatars. 

While neither of these compartments is watertight by any means, here’s what they look like out in the open. 
First, you have the Moguls. By their ambitious nature, Moguls are more dynamic and disciplined. Aside from a formidable private car collection, the Mogul prefers the understated sophistication of an S-Class or the exhaust note of a Quattroporte. Moguls will be carnivores for life, or until they escape a health crisis. Whichever comes first.
Then you have your Curators. Best illustrated by the character Clair Underwood on House of Cards, come across as capable and impressive professionals. The Curator has her Range Rover with a list of stickers of the liberal arts colleges her kids go to down the rear window. 
She is the anti-Karen; her influence is just as lethal whether in her Louboutin’s or Lululemon’s. 
And there are your pensive Providers who appreciate a predictive staccato and sterility in how they approach life in general. Like CPAs. Providers themselves like to drive Japanese, Korean, or sensible. The Provider loves chicken now later in life along with his Michelob Ultras. 
The most persuasive of them all? The Non-Conformist. A classic example of a Non-Conformist would be the Porsche-driving Bill Gates back in his youth. The Non-Conformists are really vegans or pescatarians, (same for the Curators but only with white wine). 

Lastly, you have those dynastic Documentarians who are gregarious (as most might’ve been Moguls before older age and several exits) and are profoundly influential because you’ve seen their name on granite somewhere. 
And the Documentarian will eat anything really, even fast food. Because he or she has more money than time now. The Documentarian has no car. Because he or she is driven everywhere. Sort of like President Donald J. Trump.
Is this starting to make sense to you now? 
 Can you secretly relate to one of the 5 Investor Avatars above? 
Who’s In It
Anyone can write a book on wealthy people, but very few will ever name names as I have in this book. I’m grateful to these personal friends of mine – some of them globally recognized brand names – for trusting me with their legacy here in this book and providing the next rung of the ladder down to lift the next generation higher and away from the uncertainty and anxiety that plagues them. 
They received no remuneration, and that itself is a statement as to the values they want to impart upon you. 
Because capital is a commodity today. Everyone’s got it (for now). But even an entrance to the .001% can be as transient as a cruise ship at port to those who don’t know how to keep what they have already. Based on my experience, it’s never just exclusive to lottery winners.
We’ve all heard these boom-to-bust stories. 
Who This Book Is For?

Frankly, there are only two types of people who will get immediate value from this book:  

The first are those who are the wealth creators themselves. The entrepreneurial class. You are entrepreneurs who have finally arrived - after a sale or an exit - and who have the instinctual drive to evolve to become professional investors by partnering with other established families and institutions to successfully lever your legacy - just like your magnificent merchant family ancestors have as we discussed prior. 

You’re looking for some honest, behind-the-scenes takes, mixed with some no-punches-pulled narrative to understand the lay of the land. 

And if you run a real operating business that throws off a lot of cash flow, you have a separate set of issues entirely. This book is for those of you too. 

Second, are those who are, or soon will become beneficiaries of the $12 trillion wealth transfer happening in real-time globally. You’re whom we call the “Next Gens”, and the whole world is looking at you now. 

Now neither of you wants a condescending-sounding textbook. What you’ll learn here is based on 20 years of pillow talk with some of the wealthiest families I’ve had the privilege of working with and investing with. 

People like you who know there’s more to investing than mass-marketed and over-hyped liquid assets like stocks, mutual funds, “budget” ETFs, and such that feel far too speculative to build a long-term legacy on. 

People like you who have a burning desire to leave an indelible physical mark in the world and haven’t been able to visualize yet what that may look like. 

You need to read this book first to have a quiet conversation in your head to realize what is at stake. Not what other people are barking at you to do. Besides, it’s yours, not theirs...

Remember what Jim Rohn famously said:

“It Isn’t What The Book Costs; It’s What It Will Cost You If You Don’t Read It.”

In real life, this is what this looks like: Since this book has been published its saved hundreds of millions of dollars in bad deal decision-making using the rules laid out here. All because these readers didn’t know what they should’ve known. 

For a few, this book was the shield they needed to back out of some commitments made on some questionable opportunities they were probably being strong-armed into.

What You Will Discover

What Statement Assets Are
And why the Decimals cling to them like the middle-class does to Gary Vee and Gucci. 

Because if all you see is the lowest common denominator flowing into an answer class, what does that really tell you? Is it a worthwhile investment or is it something speculative at best?

We take a page from the Russian Oligarch’s playbook to describe the motivations behind owing certain assets and give an inside look at the superior returns these assets throw off and why. As explained by some of the founding families themselves who pioneered pro sports ownership. 

So, maybe one day, your friends can say behind your back they know they are that “distinguished person” who owns this pro sports team or that skyscraper. Who? You. 
(Page 51)

What Liquidity Really Is…
… and why this book will probably not be that popular in the mainstream financial media. That’s OK with me. 

You’ll understand now what the .001% really think about liquid assets such as stocks, bonds, mutual funds, ETFs, NFTs, cryptocurrencies, and other high-fee crowdfunded opportunities that cater to the lowest common denominator of investors.

Because the lower the investment hurdle, the more unsophisticated investors you will get. Cheap capital supports the biggest losers.

Still with me here? Good. 
(Page 63) 

The Difference Between a $300 Million Family and a $30 Billion One
The most read chapter first on Kindle after purchase, according to Amazon stats. 

Read along as one of my longtime partners who spent 12 years managing life science and healthcare investments for the Rockefellers tells you how the world works at this level where the air is thinner. Because different capital sources have entirely different needs and different emotional drivers. Some of them I’m willing to bet that you will probably quietly relate to.
(Page 41)

Why Not All Real Estate Is Equal To The .001%
What do the Decimals think about residential real estate and the other investment prejudices? 

Getting granular, learn the three questions you must ask before engaging in any commercial real estate transaction. You Providers out there don’t suffer embarrassment well, so it's best you commit these qualifying questions to memory to protect yourself from ignorant amateurs disguised as commercial real estate developers and operators. 

Because it costs more money to exit the building when it is on fire. 
(Page 82)

The Secret Reasons Why Only Some Venture Deals IPO, While All Others Become Embarrassing Disasters 

Why do people throw money into shams? Here are the real answers…

One of which is that they prefer to outsource the due diligence -for free - to a college roommate who doesn’t understand buy-side private equity but can sell you some mutual funds and is flattered you asked him to opine on something out of his pay grade. Or a CPA. Who is scared of finance and may know less. 

Again, follow this blueprint so you know what to immediately look for first, and you’re not quant-splained into writing a check you never wanted to in the first place. 

Moguls: take note before going diving in headfirst!
(Page 103)

A Day In the Life
Is it more Marty Byrde in Ozark or Kendall Roy in Succession? 

Is there more to all of this than just writing a check and lighting a cigar?

What was your first guess? 

Peek into the keyhole that many people never get to see frankly because they lack the proper financially oriented (buy-side) networks to get to those levels where they can invest into meaningful direct private investments and see how things move in real-time. 
(Chapter 7) 

How To Immediately Identify the Correct People to Network With 
Always overlooked, a poor network is the proverbial Achilles heel of any emerging family or entrant to the .001%. Not only does it restrict meaningful deal flow, but it can also create immediate humiliation as you try to evolve. 

Listen in on how some of my contemporaries grow these relationships organically and thoughtfully using case studies discussed in the book.

This will save you decades so you’re not too busy wasting your time with service providers, Broker-Dealers, and other sell-side professionals who have no alignment of interest with you and will suffocate you in dry, exhaustive investment pitches. 
(Pages 77, 138)

The Sudden Rise of Investing Societies and Clubs
Think of it this way: What we lack most in the modern world is a sense of a larger purpose in our lives. In the past, it was organized religion that often supplied this. But most of us now live in a secularized world.

Discover what you can expect behind the velvet rope after immediately joining a higher-end investment society. 

Why only the Decimals have, all things being equal, been better served by small, unlisted, private partnerships than by global, publicly listed, full-service investment brands.

Polyester vs. Silk: how to distinguish one group from another. 

Because not all groups are what they appear to do… It’s a polarized world today - even to the .001% - and discretion and privacy are valued more so than ever before.
(Page 140)

What Impact Means
Here is what impact doesn’t mean: Planting 1 billion trees in a foreign country because it fits the internal agenda of a large financial manager telling you to feel good about it. 

Discover what impact investing means as explained and corroborated by two of America’s founding families themselves who pioneered these philanthropic conventions we use today. Because sometimes it’s easy to forget that your money always has a voice. 

Allow me to translate the Frasier Crane-esque talk into something you can understand. 
En toute franchise. 
(Pages 125, 128)

How To Create Your Impact Statement
Because whether you’re a wealth creator or a Next Gen, you have a brand now - which is a function of your value system. 

Your brand is your promise, and that is the foundation for families today. (White-collar workers, on the other hand, don’t have a brand. They have a resume with limited skills that they’ve been pigeonholed into.)

Think about it: Michael Jordan will probably sell more shoes after he passes; Marilyn Monroe has over 1.7 million Twitter followers and Elvis Presley has 1.2 million. These are oversimplistic but stunning examples of impactful legacies that will last into perpetuity. 

Having a well-articulated Impact Statement will distinguish you from your peers as someone to be taken more seriously as you’re evolving. 
(Page 145)

How Newer Decimals Destroy Their Reputation Instantly In This Business
This specific behavior creates an unimaginable wake of destruction, and I know what you’re thinking: it’s not the reason you immediately think it is. 

However, you’ll want to use this as a filter to make sure you’re in the right room going forward so you’re not with the wrong crowd who will pull you down to their level. I’ve seen this happen too many times. 
(Page 110) 

How Club Investments Are Structured For The .001%
How families get value immediately, with a deeper dive into the legal structures elite investors use; uncovered and simply explained. 

So if you ever need to step up and lead the investment yourself, here’s how you do it. Complete with how fees and expenses are managed - symmetrically.
(Page 118)

And a much more inside baseball like I just discussed above. 

What You Get Buying Here and Nowhere Else

Investing Legacy: How the .001% Invest is available in all formats, however, readers who purchase here get something that I’ve never released before: 

First is the glorious high-definition, professionally edited video of me narrating the book live in the studio. Broken out by chapter. 

This is something until now I’ve only released to some of my closest friends and longtime investors. You will now have access to this. 

Second, since this book has been released, I’ve been asked about how to receive notices of invitations to local societal events and clubs for events such as Art Basel and The Milken Conferences when I attend. 
Now if you buy through Amazon, I won’t be able to notify you of these events and the opportunities to perhaps meet. 

Of course, the price is still the same on Amazon too as it is here. 

100% Money-Back Guarantee

I’m going to do something most bookstores would never allow you to do... I’m going to give you a full 30 days to preview this book. Read it cover to cover. Write notes in the margins. Use your favorite highlighter on it. Use it and abuse it. If you decide after all that time that it wasn’t worth the small investment you made, I’ll refund that investment and insist you keep the Audiobook and Audible versions for giving it a fair try.  

Now I obviously don’t think you’ll need this guarantee, or I probably wouldn’t be this bold, but it’s there just in case there’s even the smallest lingering doubt in your mind...
Again, all you have to do is click the button or fill out the short form on this page right now. You’ll get instant access to the PDF and Kindle versions of this book, the bonus Audiobook and Audible versions, and the print version of my book will be shipped out shortly.

Again, even if you scribbled in the margins and highlighted it just send it back. It’s fine.

Here’s why: 

This business isn’t for everyone, and most people frankly haven’t evolved emotionally to think longer term. There’s no other way to say it. Because you cannot create any impact whatsoever if you are not evolved yet. 

There’s an entirely different value system that the Decimal’s adhere to that this book addresses. 

So naturally, this wouldn’t be a good fit or, worse yet, may engage the wrong people to violate the trust of others, and I want no part of that. 

Just send it back, and keep the audios as my gift for trying the book out. No one will judge you. I won’t even know about it as Amazon fulfills it. 

Again, all you have to do is click the button or fill out the short form on this page right now. You’ll get instant access to the PDF and Kindle versions of this book, the bonus Audiobook and Audible versions, and the print version of my book will be shipped out shortly.

I think you’ll agree it's time to obsess about your legacy now. Take it from a guy who’s written 3 obituaries for his entire family. I’ve been down this road myself and with several others. 

Here’s what will happen next: Every day you’re tempted and anxious to write a check into a deal, but you don't know what you don't know. You become a solution looking for a problem. 

Then each month you avoid all the opportunities you should be looking at because you don't know what you should know to easily qualify them. Nothing gets done. It gets avoided. 

From each year then on, goals aren't achieved because no plan has been established. Life gets more complicated; you get more desperate to do something. Anything.

Let’s not let that happen to you. 

I look forward to having you join this movement. 

Thanks for reading.


PS. For my fellow eavesdroppers who just skip to the bottom of the letter, here’s the deal: 

I’m mailing you a 181-page handbook that will explain all the investment biases and prejudices of the .001%, the wealthiest and most powerful families today. 

For example, there’s a reason why people own pro sports teams and skyscrapers, then crypto and single-family homes rentals in impoverished cities.  

This is not a textbook; the only math is on the cover. I promise. 

This book is $47.00. 

This is a very limited offer as I only ordered 1,000 copies of the book and they are packed and ready to be shipped. 

Because the last time I released a new book, it sold 4,500 copies in a few short weeks.

The Audible, Audiobook (MP4s), Kindle, and PDF versions will all be emailed to you immediately. 

There is no “catch” to this offer. You will not be signing up for any “trial” to some monthly program or anything like that. 

If you don’t like the book, let me know and I’ll buy it back from you. Just keep the Audible and Audiobook versions as my appreciation for trying this out. 

As Seen & Featured In

Meet The Author

Salvatore M. Buscemi is the CEO and co-founder of Dandrew Partners, a private family investment office, and has managed money successfully for almost 20 years through the creation of multiple portfolios into various cross-asset platforms.

His greatest fulfillment comes from providing powerful solutions and insight to help elite families sidestep the numerous, little-known pitfalls in creating, managing, stabilizing and leveraging their wealth and reputation, positioning them to leave a unique, impactful legacy that lasts through generations.

Salvatore Buscemi

Sal is a frequent speaker and guest lecturer on real estate finance at professional symposia and has written numerous articles on the topic of real estate and private equity finance in various publications, including Investor’s Business Daily, Forbes, and on television shows such as CBS New York, and Good Morning LaLa Land.

He is the author of several other books on investing. Two of them, Making the Yield: Hard Money Lending Uncovered and Raising Real Money: The Foundation Handbook for the Real Estate Fund Managers are among the highest-valued books on real estate investing on Amazon.

Sal started his career at Goldman Sachs in the Investment Banking Division. He is a graduate of Fordham University in New York City.


...so you don’t have to make the same mistakes 
Hello! I'm Sal Buscemi, and I'm glad you're here.

What's the difference between a family with $300 million versus one with $30 billion? Do you think it is just a few zeros? No way!

Quite honestly, it’s tough to be wealthy, and especially difficult if you are among the top .001% of the wealthiest families, a sector of society I call --
The Decimals.

If you are a Decimal, my book, Investing Legacy: How the .001% Invest, was written for you.

My guess is, you may not be sure where to turn for help in navigating the convoluted financial services industry, or to help ensure you make a deep impact with your wealth. 

I've seen the distress caused when reputation and legacies built over several generations are destroyed overnight because someone didn't know the hard questions to ask in advance or, worse yet, tried to wing it on their own.

I understand the worry, the sleepless nights.

My gut says that though you are frequently bombarded by people asking you for money, no one has ever turned the tables to ask, "What do YOU need most?"

I see you. I’ve got good news for you.

I want you to benefit from nearly 20 years of the hard-won knowledge I’ve gained from advising the top .001% wealthiest families. I've dedicated my career to helping them protect their investing legacy for the long term, surviving well beyond the “third generation curse,” a point where most fizzle out.

The same advice I give them is inside Investing Legacy: How the .001% Invest. This book can help you rise above the challenges to help you build a formidable and enviable investing legacy that will last.

Why not give it a shot? You've got nothing to lose – except for maybe some sleepless nights.

All the best,

"I'd recommend working with Sal in a heartbeat."

See What Others Are Saying 
Sameer Jafri
"I'd recommend working with Sal in a heartbeat."
Kristaps Ronis
"Sal has great experience across various asset classes."

"But Hey - Don't Take My Word For IT!"

Carl Weissman 
"Sal is a pleasure to work with. Very knowledgeable."
Chris Apfel
"He is a person who has high ethical standards."
Alfred Slanetz
"I really felt a good friendship and alignment."

Here Are A Few Secrets You Will Discover In The Book

Here's A Sneak Peek of What's Inside:
  • Emerging, Evolved, or Established? The real difference between a $300 million family vs. a $30 billion family. (Page 47)
  • Legacy vs. Legitimacy? The value systems of the .001% that sustain most emerging families successfully past the 3rd generation. (Page 31)
  • What statement assets are and how they legitimize the .001% beyond anything financial. Why is it some can participate, while others aren’t allowed to? (Page 51)
  • Myths about liquidity debunked. Yale and Harvard’s endowments have approximately 90% of their portfolios in illiquid assets. What do they know that your local friendly financial advisor doesn't? Or you for that matter? Who’s better off? Better yet, who’s really influencing you? (Page 62)
  • Wealth Creators vs. Legacies. The 5 most common types and how to spot them in the wild. Which one are you? Which one is your sibling?
    (Page 147)
  • The re-emergence of clandestine investment societies, salons, and clubs as centers of influence in a politically charged world among the .001%. Just like the 1920s all over again! Their secret biases, anxieties, and drivers for investment decision-making are revealed in an uncertain world. (Page 101)
  • The hard questions to ask... before you get into any private direct investment. This will save you from getting “quant-splained” into investing in something you can’t explain to your friends or family. These are the non-quantitative questions you need to get answers to first to get to a dispassionate decision in your gut. (Page 61)
  • How to Set Up Your Reputational Guardrails. The qualifying questions professional allocators and established families ask before accepting someone into their network said in their own words. Memorize these so you’re not humiliated later by aligning yourself with the wrong investors, entrepreneurs, and operators. Because one wrong move could stunt your entire legacy. I’ve seen it happen too many times.
    (Page 138)
  • Risk, As Defined by the .001% Themselves, and what “playing it safe” means to them vs. the middle class. (Page 31)
  • The Third Rail For The .001% How the .001% navigates around the burgeoning tension and distrust between them and the media. But who benefits from the media today? It’s probably not whom you think it is.
    (Page 46)
  • Impact investing defined by industry legends and the name-brand families who pioneered it. To give you something to think about and help you come to your own conclusions about how you want to participate, so you’re not easily influenced and persuaded to unconsciously follow someone else’s vision. Because your money should have a voice, after all. (Page 125)
  • Instant Death. The sure-fire way less-confident, less-experienced, newer entrants to the .001% instantly ruin their reputations right out of the gate. So you know the etiquette, and the “house” rules not to violate. This way you’re wearing the right clothes to the party, and look perhaps a little more experienced than you probably are at this point. (Page 110)
  • Discover the little-known parlor games that are played on the .001% at investment conferences, and how to spot the ruse immediately.
    (Page 91)
  • What “alignment of interests” means and other unwritten investing rules of the .001%. (Page 34)
  • A Day In the Life. Open and honest case studies of successes, conflicts, and failures intimately revealed by the wealth creators and legacies first hand. So you can benefit from their expensive legal R&D, hard-won experiences, and avoid their mistakes.
    (Page 71)
  • How the .001% perform elite-level due diligence on investment opportunities that simply aren’t available to everyone. So you know how they stack the deck in their favor and simultaneously remove the risk away from themselves and their investors. Every single time. (Page 119)
  • Overview of some of the legal structures and mechanics used by clubs and societies to make direct investments across various privately-held asset classes such as venture capital, private equity, and commercial real estate. So you can peek over the shoulder of more established families and see how we execute. Because if you can’t execute, your legacy will lose relevance sooner or later. (Page 118)
  • And much, much more! ...

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Investing Legacy: How the .001% Invest

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