Amazon Book Review – What Would the Rockefellers Do?: How the Wealthy Get and Stay That Way, and How You Can Too — Garrett Gunderson
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ABOUT THE BOOK
Garrett Gunderson’s What Would the Rockefellers Do? delves into the financial blueprints that have enabled America’s wealthiest families—like the Rockefellers and Kennedys—to amass and sustain fortunes across generations. Rather than simply advising on short-term gains, Gunderson explores holistic approaches: robust legal structures, the right use of insurance vehicles such as Whole Life policies, and family governance concepts designed to promote not just wealth retention, but the transfer of ‘opportunity capital’ to heirs. A key focus is debunking mainstream financial myths and illustrating the concept of ‘Cash Flow Insurance’—overfunded permanent life insurance leveraged for liquidity, investment, and family legacies, rather than just for estate windfalls. With candid examples highlighting both the successes and missteps of prominent families, Gunderson provides actionable strategies for protecting assets, fostering financial education, and avoiding common pitfalls that erode generational wealth. Packed with real-world advice, this book serves as an accessible manual for those who want to create a financial system that endures, empowering successors and avoiding the curse of the “shirtsleeves-to-shirtsleeves” outcome.
WHY THIS BOOK
This book offers practical tools and proven frameworks—rarely discussed outside elite circles—for building a perpetual family financial system. In an environment where economic uncertainty is the norm, Gunderson equips forward-thinking leaders to rethink legacy, manage risk, and structure wealth vehicles to ensure longevity, not leaks. For business professionals, the insights into private banking, intergenerational education, and efficient capital deployment can rewire how both personal and enterprise wealth is managed.
WHO IS RECOMMENDED TO READ THIS BOOK?
- CEOs seeking to safeguard multi-generational business and personal assets
- Entrepreneurs and founders focused on family legacies and succession planning
- Finance and wealth management professionals intent on mastering advanced insurance and trust strategies
ABOUT THE AUTHOR
Garrett Gunderson is a seasoned financial educator and entrepreneur, best known for uncovering wealth-building strategies used by high-net-worth families. His expertise blends real-world business experience with deep dives into alternative finance—especially around maximizing life insurance for productive capital. Gunderson’s approachable style and focus on financial wisdom beyond mere accumulation has earned him recognition among business owners, financial advisors, and students of wealth management.
