Wealth Matters 3.0
Chris J Snook, Michael W. Green, Nik Bhatia, Matthew C. Klein, Danny Dayan, Alexandra Damsker, Rod Dubitsky, Charlie Garcia, Owen Hathaway, Matt Meuli, Danny DeMichele, Tor H, Alon GorenBuild What Lasts-The media and intelligence platform for owner-operators. We help ambitious builders become Wealth CMDRs by teaching them to acquire, grow, protect, and pass on their businesses, capital, families, and legacy.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 314 | Founded | 7 years ago | Last Issue | 7 days ago |
| Active | |||||
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wealthmatterstome.comLatest Issues
What Do I Tell My Kids and Spouse About the Future?
I finished the first draft of this piece as my family celebrated our oldest turning 15 over Labor Day, while our youngest twins entered the final sprint toward their third birthday.
Then I rewrote it.
And rewrote it again.
By the fourth...
Don’t Copy Brookfield’s AI Deal. Copy the Conviction Behind It.
The $4 billion signal inside OpenAI’s DeployCo, how yesterday three frontier AI providers went down, and why your next great portfolio asset may be the intelligence layer you refuse to rent.
Earlier this week, in Part One of this report, I...
Why Brookfield’s Deal Is Right on AI Deployment, But They Missed the Real Prize and You Don’t Have to.
Why you should read this: Brookfield has made one of the clearest institutional declarations yet that the next great AI opportunity sits in deployment, not merely model development. I agree with that thesis. Where I diverge is on architectu...
The Quiet Crisis Inside America’s Middle-Class Millionaire Families
The Cliff (and Crisis) Is Avoidable
Some conversations families keep postponing because they feel too awkward, too morbid, too complicated, too emotional, or too likely to offend the person who built the wealth in the first place.
Whe...
What If Your “Guaranteed” Money Isn’t? The Hidden Insurance Risk That Could Cost Your Family Millions
Rod Dubitsky’s first day on Wall Street was October 19, 1987. If you know the date, you already know the punch line.
Black Monday.
He had just finished his MBA at Duke and joined the mortgage-backed securities trading desk at Bank of Bost...
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Authors
The writers behind this newsletter.
Rehumanizing fiduciary advisor practices. I help $2M–$30M HNWI families build, grow, protect and pass on lasting wealth. Founder ATOMIQ, host of ATOMIQ LEVEL, Partner at nBrain AI , USDC BTC ATOMiQ Treasuries, 4× #1 bestselling author.
Michael is Founder, CEO and CIO of Tier1 Alpha Asset Management — the first “passive aware” asset manager. Michael has been noted as a market theoretician and financial media participant. He is a graduate of the University of Pennsylvania and a CFA.
Founder of The Bitcoin Layer, Author of Layered Money and Bitcoin Age, teaching at USC Marshall School of Business
Trying to understand how things work, with a focus on economics, finance, and history.
Global Macro ex-hedge fund manager and investor. Conduct deep macroeconomic study to identify mispriced markets across asset classes, then identify options trading strategies with asymmetric upside vs. downside.
Corp/ securities lawyer, IAR. Formerly Mayer Brown and SEC. 2x founder w exit. Bestselling author of “Understanding DeFi” (O’Reilly 2024). International speaker, incl WebSummit, VivaTech. Legal/ strategic advisor to several funds. See Damsker.com
Investigative journalist and former #1 ranked Wall Street analyst.
Advised six presidents, both parties. MarketWatch columnist (900K readers). This is what I write without adult supervision. Founded R360, the world's most exclusive private club. What centimillionaires say when reporters aren't in the room.
Colorado attorney. I help people build things, protect things, and occasionally escape things. I write about law, business, and ideas worth having. Husband. Dad of three. Keeper of too many opinions.
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.
28-year digital marketing pioneer, San Diego serial entrepreneur, founder of 12 companies with 6 exits and a billion-dollar Amazon business—now focused on helping organizations harness Generative AI to streamline, scale, and lead.
"What I cannot create, I do not understand." - Richard Feynman
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