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The Partners’ Table – Wealth Transfer: More Than Just Money – Paul Roldan

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In this conversation, Jesse and Paul Roldan delve into the deeper meaning of legacy beyond mere asset transfer. They discuss the importance of reframing legacy to include values, purpose, and impact on society. The conversation shifts to the complexities of family dynamics in estate planning, emphasizing the need for open communication between generations. Finally, they highlight the significance of educating the next generation about wealth responsibility and the importance of creating an environment that fosters appreciation and understanding of financial matters. 

“Legacy planning often happens in a vacuum — but the most powerful legacies are built through conversations across generations.”

— Paul Roldan

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Jesse Roldan

Jesse Roldan is a rising thought leader at the crossroads of wealth management and digital transformation. With a background rooted in sports business strategy, investment advisory, and innovation, he offers a forward-thinking perspective on how technology can redefine the future of financial services. Jesse’s approach combines market insight, strategic vision, and a commitment to leveraging AI to help Zynergy deliver lasting value through smart investments and transformative solutions. Driven by a passion for meaningful impact, he is dedicated to advancing the financial advisory field through ongoing research, fresh ideas, and a belief in expanding what’s possible for clients and the industry. LinkedIn Profile

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