Get the complimentary book that introduces a different way to think about wealth, structure, access, tax efficiency, and legacy.
The Ideas Behind Enduring Wealth
John D. Rockefeller was one of the wealthiest Americans in history. But the more important story is not simply how large the fortune became — it is how much of the family’s wealth, influence, and legacy endured over time.
While many great fortunes fade within a few generations, the Rockefeller family became known for approaching wealth differently. They focused not only on accumulation, but on structure, stewardship, tax efficiency, access, and long-term family purpose.
So what can today’s successful families learn from that way of thinking?
The book explores how enduring families think about wealth in ways that may help them:
Reduce dependence on market performance alone.
Use structures designed to improve protection, tax efficiency, and long-term control.
Transfer wealth more intentionally from one generation to the next.
You do not have to be a Rockefeller to learn from these principles. The purpose of the book is to introduce a different way to think about how wealth can be structured, accessed, and preserved over time.
Why This Book Is Worth Reading
Garrett Gunderson and Michael Isom’s book, What Would the Rockefellers Do?, introduces the principles behind legacy-oriented planning and explains why enduring families often think differently about wealth than conventional planning suggests.
The book explores how families can think about liquidity, tax treatment, legacy, and access to capital — including how certain structures may help wealth serve multiple purposes across a family’s lifetime and beyond.
If you want to understand a different framework for thinking about wealth preservation and long-term family planning, if you want your wealth to support future generations without undermining responsibility, purpose, or good decision-making, and if you want to think more intentionally about how your wealth is structured for the future, then What Would the Rockefellers Do? is a worthwhile starting point.
Request your complimentary digital copy below.
About Garrett Gunderson
Garrett Gunderson is an author, speaker, and entrepreneur known for writing about wealth, financial efficiency, and alternative approaches to personal finance. He is the author of multiple books, including Killing Sacred Cows and What Would the Rockefellers Do?, co-authored with Michael Isom.
His work encourages readers to challenge conventional assumptions about money and to think more intentionally about how wealth can be structured, used, and transferred.
At Eastman Wealth Strategies, we share this book as an educational resource for people who want to better understand the principles behind long-term wealth preservation, tax efficiency, and legacy planning.
What Amazon Readers
Say About the Book
The reviews below are from Amazon readers of What Would the Rockefellers Do? and reflect individual reader opinions about the book.
DAN MARTELL
“There’s many books out there with strategies for financial & wealth management but very few follow an extremely pragmatic and simple to implement solution that will help protect & deploy your money in a way that aligns with your core values. This book is a must read for any entrepreneur that wants to learn how to build a structure that will ensure multi-generational wealth.”
SARAH MCPHEE
“This is the single best book I’ve read around how a true legacy is created and sustained, not only financially, but purposefully. There are a lot of financial strategies and products out there that promise returns with all kinds of bells and whistles. The strategies in this book are tried and true. They will outlast any economic event and grow and protect your wealth for decades, keeping your money safe, liquid, secure. Must read!”
PETER SCOTT
“As an ex-investment banker, I have first hand experience that the knowledge revealed in this book is exactly what Wall Street has been hiding from Main Street for over a century. Why? Because the investment philosophy and strategies that are described in this book have been kept secret among the ultra wealthy familiies and corporations…until now. Finally, Michael and Garret reveal the true strategies that empower you to not just keep, but also grow your wealth, while protecting it inside your family. A must read for anyone who wants to leave behind a legacy of wealth, security, and freedom for their family for generations to come."
MARSHAUN OLANIYAN
“The title of this book drew me in. Once I finally made the decision to actually read it, it blew my mind. All the information about cash flow insurance; the examples on other ways to “save” money and even the sample excerpts from his own statement of purpose. I already had this type of insurance before buying this book but Garrett gave me a plethora of ideas on how to benefit while I’m still alive and not worry about all the red tape that happens when borrowing from a bank or another way to get a loan. I’ve already cashed in on using some of my cash based off of the information provided. Had my money deposited into my account within 2 days.”
SAL F.
“...this is the smartest financial book I’ve ever read. If you like thinking outside of main stream financial advice you hear from financial “gurus” and pundits, then this is a book you should read and then to come to your own conclusions. For me personally, it’s a game-changer…”
CHRISTOPHER LIPPE
“An absolute must read! I wish I had known these concepts of insurance and tursts years ago. The protection and safety they provide for my earnings is priceless!”
CHRIS M.
“I have studied the Rockefellers for years…never have I had such a consice description as to how and why they have built such a legacy whereas other prominent families have failed and not withstood the test of time and ultimately lost their accumulation of wealth…thank you to the authors for breaking down this tried and true proven strategy so to allow for others to create a family legacy of their own."
JOHN BARTEMUS
“Do you know anyone who has lived the retirement of their dreams by using their IRA or 401k funds only? I don’t. This book explains how to live the life of your dreams BEFORE retirement AND IN retirement using proven strategies that the wealthy have used for a hundred years. Turn off the financial TV “experts” and read this book.”
MARY
“This is the 21st-century guide to creating your personal infinite banking system. If you were trying to learn and understand the benefits of owning whole life insurance within your portfolio as an accumulation vehicle, this book explains the benefits and strategy clearly. This book should be required reading material for all life, insurance agents and financial advisors.”
ERIC S.
“This book is amazing, can’t say enough great things about the book. Study the book, it’s worth multiple reads and endless notes. One especially eye catching part is when they talk about building “Legacy Wealth” and utilizing a family trust. Use these strategies to help put your family in the strongest financial position possible.”
What Happens After You Request the Book
When you request a complimentary copy, we’ll send you access to the book and may follow up to see whether the ideas raised are relevant to your situation.
There is no obligation. The purpose is to help you think more clearly about the planning opportunities that may be available to you.
If the book raises questions about your own financial structure, tax efficiency, or legacy planning, we can schedule a brief conversation to explore whether our approach may be a good fit.
Disclosure
The information provided in this book and on this page is educational in nature and should not be considered investment, legal, tax, accounting, or financial advice. Any planning strategy should be reviewed with your legal, tax, accounting, insurance, and financial professionals before implementation.
