About this episode

The episode explores how to build lasting generational wealth and the common pitfalls that lead to its loss by the third generation.

What separates the entrepreneurs who build lasting, generational wealth from those who watch it disappear by the second or third generation? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with DJ Van Keuren – Harvard educated family office real estate expert, founder of the Family Office Real Estate Institute, and a man who has personally managed real estate portfolios for some of the most prominent families in the country, including the Marriott family, to unpack the strategies, systems, and mindset shifts that turn entrepreneurial success into a lasting legacy. DJ brings decades of real-world experience navigating everything from luxury hotel acquisitions in New York City to distressed multifamily opportunities, and he doesn’t hold back on exactly where wealthy families go wrong and what to do instead. Patrick and DJ dive deep into the four pillars of real estate wealth building - appreciation, depreciation, amortization, and cash flow and why the average family office allocates roughly 24% of its portfolio to real estate. DJ reveals the single biggest mistake business owners make once they accumulate significant wealth (hint: it’s the…

People in this episode

Host: Patrick Lonergan

Guest: DJ Van Keuren

Topics covered

• generational wealth
• real estate investment
• family offices
• wealth management
• entrepreneurial success
• legacy building

Keywords

• family wealth
• real estate strategies
• wealth preservation
• investment mistakes
• financial legacy
• portfolio allocation

Mentioned in this episode

Organizations: Family Office Real Estate Institute, Marriott

Places: New York City

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