Finance & Fury Podcast

Welcome to Finance and Fury, The Say What Wednesday Edition.  Today's question is from Mario  Thanks so much for continuing to put together your insightful and informative podcasts. I have a question about investment strategies that last the test of time and can survive and continue into generations and generations to come. I have often heard about investment strategies that have survived through generations where the principle continues to be managed through conservative investment where capital preservation is key and the proceeds either continue to be reinvested or passed on to family. My question is what are your views about an ongoing investment allocation that can in fact last the test of time and How is such a structure set up and continually managed so that the investment isn’t destroyed when it passes to the next generation of family members or through turbulent times like war or global financial crisis? There are many questions that come to mind about appropriate asset allocation and who decides thi