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Investment stewardship for families and advisors who think in generations.
Dear reader,
Welcome — I’m Dorian Antešić. I’m a fiduciary financial advisor helping families and fellow advisors build wealth that lasts for generations.
On this site, I do two things:
Build my own family’s wealth, and
Help other families and advisors do the same.
Everything you read here is part of that shared project.
I’m not writing from the sidelines. I’m building a family, a practice, and a long-term plan of my own — and I invite you to join me on the same journey, in your context, with your family.
What I mean by “Family Wealth”
When most people hear family wealth, they think about one thing: money.
Portfolios. Properties. Account balances.
But true family wealth is much broader and deeper. It has three types of capital:
Human capital
The people in the family: their character, health, relationships, and ability to live well and do good.Intellectual capital
The knowledge, skills, and wisdom of each family member — and the shared understanding, stories, and culture of the family as a whole.Financial capital
The assets: businesses, savings, stocks, bonds, real estate, land, bitcoin, and so on.
Most of the world treats financial capital as the main thing and everything else as an afterthought. I believe that mindset eventually leads to ruin.
In my view, human and intellectual capital come first. Financial capital is a tool — important, powerful, but still a tool — to support and strengthen the people and the ideas that make up the family.
If you build a strong, connected family with shared values, love, culture, discipline, and competence…the financial wealth tends to follow, and it is far more likely to endure.
Why build family wealth at all?
Most people never seriously ask this question. They aim to “be comfortable” for themselves and hope their children will somehow figure it out.
I think that’s a mistake.
When a family doesn’t think in generations, each generation is forced to start from zero: rebuilding safety, margin, and opportunity before they can turn their energy toward higher things. A lot of talent gets burned up just surviving.
Family wealth, built on the right foundations, changes that.
When you build and preserve family wealth with wisdom and discipline:
Your children and grandchildren have stability and margin, so they can make better long-term decisions instead of living in constant financial stress.
Your family gains freedom, optionality, and a real degree of sovereignty — in career, education, geography, and time. You become less dependent on any single employer, government system, or passing crowd mood, and more able to protect your way of life if the surrounding society turns hostile to your values.
You can use resources as an engine for doing the right things: raising children well, supporting honest work, backing principled projects, caring for extended family and community.
You reduce the odds of the classic pattern, “from shirt sleeves to shirt sleeves in three generations” — where wealth appears, is mismanaged, and disappears because no one treated it as a long-term stewardship.
Family wealth, in this sense, is not about greed or domination. It is about responsibility, continuity, and generosity — creating a platform from which your descendants can live well and do good, long after you are gone.
You don’t need to be “Old Money” to start
When I talk about family wealth or dynasties, I’m not only talking about families who already have vast fortunes that span centuries — though some readers will come from old lineages.
Many of the families I write for and hope to work with are first- or second-generation wealth builders: they already have meaningful income or assets, but want to move from ad-hoc decisions to a coherent, long-term approach.
You might be:
a family with a growing investment portfolio or real estate holdings that now needs structure and governance,
a business owner whose net worth is concentrated in a company and wants to turn that into enduring family capital,
a professional or entrepreneur who has accumulated savings and investments and now wants to behave like a steward, not a speculator, or
a financial advisor who thinks this way about your own family wealth and wants a framework (and investment partner) you can also bring into your practice.
Family wealth is something you can begin in this generation, even if your parents or grandparents didn’t have the same opportunities. The point is not that you start with a vast fortune, but that you treat what you have as the seed of something that should outlast you.
When I say “dynasty”, I don’t just mean famous billionaire families. Many of the strongest dynasties are quiet: families who have built and kept businesses, land, or capital over three or four generations while passing down a recognizable culture and way of life.
You don’t need a famous name to pursue that. You need a long horizon and the willingness to act accordingly.
My role in your journey
My work sits primarily in the financial capital corner of this triangle:
Investing
Planning
Risk management
Navigating global opportunities
My role is to help you build, structure, and steward financial capital wisely, so that you can focus more of your time and energy on the human and intellectual sides of family wealth.
For me, this is personal.
I want to build Antešić family wealth — an Antešić Dynasty — not as an exercise in accumulation, but so that my family can be an engine of doing the right things: raising children well, supporting good work, backing principled projects, and serving others over generations.
My firm, Antešić Family Wealth, is simply the financial expression of that mission: a practice dedicated to careful stewardship of capital, researching and analysing investments with prudence and care for the families who trust me with their hard-earned wealth — including my own.
The world is not cheering for dynasties
You’re not imagining it: the modern world does not make it easy to build multi-generational wealth.
Short-term thinking is rewarded. Deep roots and long-term responsibility are often treated with suspicion. Talking about “family wealth” can quickly be misunderstood.
I believe healthy, principled families with strong values and wise stewardship are a net positive for society. But you will not build or protect that kind of wealth alone.
No one does.
You will need a team — family members, advisors, mentors, specialists — who understand what you’re trying to build and are willing to help you protect it.
This website is one way I support that work: by sharing what I’m learning, how I think, and how I invest.
Who this is for
This site is primarily for:
Families & individuals who want to build, preserve, and eventually transfer wealth that supports their values and their descendants.
Financial advisors who want outsourced, evidence-based investment support and a long-term framework for serving their own clients.
If you think in decades, not quarters, you are in the right place.
What you’ll find here
You’ll find two main things:
Essays & notes
Investing and markets
Portfolio construction and risk
Family wealth, legacy, and governance
The philosophy and discipline of thinking long-term
Ways to work with me
For Families & Individuals: Financial Planning & Coaching · Investment Advisory
For Financial Advisors: Outsourced Investment Manager · Outsourced CIO · Financial Planner (Contractor)
If you ever decide you’d like a formal advisory relationship, you can learn more on the Services page.
How to use this site
A simple way to begin:
Subscribe for free
So you receive new essays and notes on building family wealth that lasts for generations. Find the subscription form below.Read a few core pieces
My online work is still in the beginner stage, so you will best find my essays and notes in the Journal page.Decide what role this should play in your life
Purely educational
A long-term guide for your own planning
The first step toward working together
If you’re considering working with me as an advisor, the next step is simple:
→ Read the Services page, and
→ Book an introductory call.
Registration & global work
I’m an Investment Advisor Representative in the United States, registered in Texas, California, and North Dakota with Bona Fide Finance.
I also operate an EU business based in Croatia, working with clients globally.
If this resonates with you, I’d be honored if you subscribed and joined me in the long, difficult, and meaningful work of building family wealth that lasts.