
Institutional-grade wealth protection, tax strategy, and ownership frameworks for real-world business owners and investor families. Keep more of what you worked your life to build!
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 279 | Founded | 7 years ago | Last Issue | 7 days ago |
| Active | |||||

Shields & Succession "Matt Chats" Office Hours Replay June 15th
The Final Boss Is the Family Operating System
Helping Families To Own and Manage Their Wealth Operating System
Welcome to The Generative Advisor Series— Part II
It’s Owning the Client Relationship When Intelligence Becomes Free
The Generative Advisor Series — Part I of III
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Wealth Matters TV Launches July 17, 2026, on Roku and Android TV,
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to Mass-Affluent and High-Net-Worth Families Globally
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The writers behind this newsletter.
Rehumanizing financial advisor practices. I help $2M–$30M HNWI families architect, protect, grow, and pass on lasting wealth. Founder ATOMIQ, host of ATOMIQ LEVEL, Agentic AI , BTC Treasuries, 4× #1 bestselling author.
Bitcoin Expert Open-Source Coder Follow me to learn #BTC Author of 5 Bitcoin books PGP: DE9A 9438 F8B0 89DD AD17 82A3 99D0 75B8 9511 8988
During my career I have had different roles within various banks, covering various products, from FX to High Grade Bonds. I have always been passionate about markets and particularly on Macro trends.
Dr Michael J. Howell has worked in finance for over 30 years. Formerly Research Director at Salomon Bros where he developed the concept of 'Global Liquidity'. He is author of 'Investing in Emerging Markets' (1995) and 'Capital Wars' (2020).
We cover the intersection of financial markets, geopolitics and the madness of crowds as we view them through our famework of the Dollar Milkshake Theory.
Trader & Author | Ichimoku Kinko-Hyo Technical Analysis • Market Insights • Podcasts Honma • Gann • Hosoda — Deo Juvante
Geopol geoecon analyst & Engineer, working on the chessboard between Emerging Tech, Economy & State Power | Founder Policy 4.0. | Capitol Hill, EY, G20
Titan 100 CEO, Behavioral Solutions Architect - Bridging Human Behavior and AI to Shape Smarter Decisions, Boys Without Fathers Mentor, Award Winning Innovator and Author, Devoted Dad, and Golfer
Internet pioneer, New York Times Best-Selling author of 15 books, AI Keynote Speaker, Co-host of The Bad Crypto Podcast, Host of AI for Everyone Show, https://en.wikipedia.org/wiki/Joel_Comm
Matt Meuli brings more than 30 years’ experience in trust and legacy planning, asset protection and business exit strategies for families and closely held businesses. He has served both with the Wyoming Attorney General and Department of Revenue.
Sequoya Borgman is the Founder and CEO of Borgman Capital LLC, an investment firm specializing in acquiring majority interests in well-established, closely held lower-middle market companies.
Former trader, former asset manager, current observer of what's wrong in the world. Author of the Ledger.
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