You’ve spent years building something from nothing — finding deals, operating, and growing real value. But what happens after success? Once liquidity arrives, how do you protect your wealth, make it work for you, and ensure it endures for generations?
In this episode, we explore the mindset and structure behind lasting wealth — the difference between being a first-generation builder and a third-generation steward.
Sponsor:
This episode is sponsored by CapitalPad, the marketplace that connects acquisition entrepreneurs with investors who want exposure to small-business deals. Operators list live deals in one place; investors get standardized terms, governance, and distributions. If you are raising for a deal, or you want to back great operators, visit https://capitalpad.com/
We break down the three pillars of lasting wealth:
0:00 The hidden question after success: what do you do with the money?
1:30 Builders vs. stewards: different skill sets, same discipline
2:00 How legacy families preserve wealth for generations
2:30 "From rice field to rice field"
4:00 The simple fundamentals wealthy families follow
4:20 Why complexity sells, but simplicity endures
5:45 The two-bucket philosophy: preservation and compounding
6:01 Pillar #1: Conservative fixed income (your stability base)
6:40 Story: The entrepreneur who lost half his fortune chasing returns
7:22 Sponsor: CapitalBad - the marketplace for long-term investors
8:16 Pillar #2: High income strategy (living off cash flow)
9:12 Example: The Midwestern family that compounds quietly
9:15 Pillar #3: Long-term growth (own great companies for decades)
10:05 Compounding only works if you let it
10:59 Consumption vs. compounding: every generation’s choice
11:45 Structure, simplicity, and temperament in wealth management
12:00 Can you manage yourself as well as you managed your company?
Support our Sponsor:
CapitalPad: https://capitalpad.com/
Subscribe on Spotify:
https://open.spotify.com/show/6lr5bE3SNZF2uEE7Nb0DHh?si=cP_nAarhRmep1lvnR6uk5g
Subscribe on Apple Podcasts:
https://podcasts.apple.com/us/podcast/holdco-builders/id1695713724
Follow Mikk/PrivatEquityGuy on Twitter: ⁠⁠https://x.com/PrivatEquityGuy
This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.