The 1800s Legacy That Changed Wealth Forever 🕰️💼
Before there were financial advisors, hedge funds, or even 401(k)s… there were family offices.
And it all started in the 1800s with one iconic name: Rockefeller. 🛠️💰
In this episode, we take you back to 1882, when John D. Rockefeller created the very first full-service family office—not just to manage his wealth, but to protect his legacy.
What he built wasn’t just for bookkeeping—it was a bold, strategic move to ensure his fortune would last for generations. And it worked.
As the industrial revolution created unprecedented wealth, the complexity of managing it also skyrocketed.
Rockefeller’s solution?
Bring in a team of experts to handle everything from investments and taxes to philanthropy and succession planning.
That idea sparked a revolution in how the ultra-wealthy think about their money—and their family’s future.
Fast forward to today, and the same model still fuels the financial engines of the world’s most powerful families.
🎧 Want to hear how it all began—and how it’s shaping the future of wealth? Hit play now.
#familyoffice #rockefeller #generationalwealth #legacybuilding #podcast #financialplanning2025
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Listen to the full episode:
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Audio:
https://managingtechmillions.com/p/104-the-micro-family-office-strategy-781?r=59bdv5&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
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Youtube:
https://youtu.be/rTOzwWpLQTM
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