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He Was Richer than Elon Musk—and He Created a System Anyone Can Use to Transform Their Family’s Financial Future for Generations
Dear Friend,
Elon Musk is worth somewhere around $300-400 billion dollars depending on today’s stock prices.
Yet economists say John D. Rockefeller was worth nearly $500 billion when measured as a percentage of GDP.
Even more impressive, the Rockefellers mastered how to keep and grow their wealth.
The Rockefeller fortune still supports 200 family members 6 generations later...
While the Vanderbilts and other wealthy families from the same era squandered their wealth.
How’d they do it?
The Rockefellers used special financial engines to:
Grow their wealth no matter what the markets do…
Protect their wealth from taxes, lawsuits and financial predators...
And pass on their fortune tax-free from generation to generation.
Today, you don’t have to be a billionaire or millionaire to use these financial engines in your own life.
Garrett Gunderson's book What Would the Rockefellers Do? shows you how to create generational wealth just like the Rockefellers…
So that your wealth grows consistently no matter what the market does, is passed on tax-free to the next generation, and even acts as a family bank so your kids (and their kids) may never have to take out a student loan or mortgage again.
Now–if you want to discover how to continually grow your wealth using the same method as the richest family in American history…
If you want to give your family all the best things in life without enabling them to squander the family fortune (like most "trust-fund babies" accomplish in one generation)...
And if you never want to fear running out of money (either now or in future generations)...
Then What Would the Rockefellers Do? could be the most important financial book you ever read.
Get a hardcover copy of What Would the Rockefellers Do? for free—instantly. Just click the button below and tell us where to mail your copy:
Amazon bestseller. 4.6 stars from 2,700+ reviews.
One reader said this after reading What Would the Rockefellers Do?:
“This was hands down the BEST financial book I’ve ever read. It completely changed my life and I’m richer for it (both in money and time).” ~ Stephen Groner
Others have said What Would the Rockefellers Do? is a “game changer” and a “paradigm shift.” Sean Foster said it was “Highly recommended reading!”
And John V. called it “The perfect book at the perfect time.”
So why not get a hardcover copy of What Would the Rockefellers Do? for free right now? Click the button to get your free copy today.
We’ll even cover shipping.
What Would the Rockefellers Do?
Here's Exactly What They Did.
What Would the Rockefellers Do? answers this question in full.
But here are the five components the Rockefellers used to keep their fortune intact for six generations:
1. The Family Constitution: Govern Your Wealth with Values, Not Just Documents
The Family Constitution is a written document that defines your family's mission, values, and decision-making guidelines.
It answers the questions that legal documents never do:
What is this wealth for?
What does our family stand for?
How should disagreements be resolved?
Think of it as the north star for every financial decision your heirs will ever make.
It clarifies expectations, establishes governance, and protects family unity. And it does this even as leadership transitions from one generation to the next.
Without it, wealth distribution becomes a source of confusion and conflict. With it, every generation operates from the same foundation.
They’re not just inheriting what you built, but understanding why you built it and what they're expected to do with it.
2. The Family Retreat: How What Would the Rockefellers Do? Keeps Families Unified Across Generations
Most families never sit down together to talk about money, values, or what they want their legacy to mean.
The result is that heirs arrive at the moment of transfer unprepared, uninformed, and sometimes at odds with each other. The Family Retreat solves that.
Once a year, or more, your family gathers with intention. These retreats include financial education, goal-setting, stewardship discussions, charitable planning, and guided conversation.
They create space for the next generation to be gradually prepared to lead, rather than suddenly handed responsibility they were never trained for.
This is how values survive generational transitions. Not through documents alone, but through repeated, intentional time together.
The family that gathers regularly around shared purpose stays unified far longer than the family that only comes together to divide an estate.
3. The Family Office: A Coordinated Wealth Strategy Built Around Your Family
Most families run their finances in silos. A CPA handles taxes. An attorney drafted a trust years ago. An insurance agent manages policies. A financial advisor oversees investments.
Each professional is doing their job, but none of them are talking to each other.
The Family Office model that sits at the heart of What Would the Rockefellers Do? changes that. It brings every advisor into one coordinated structure, aligned around a single plan.
Your CPA understands your estate strategy. Your insurance decisions reflect your tax positioning. Your attorney knows how your assets are titled.
This is the same coordinated approach the Rockefellers used for six generations. And it's what prevents the fragmented decision-making that quietly erodes even well-built fortunes over time.
At Garda, we've made this approach accessible to families without a nine-figure net worth through what we call the Macro Planning Method.
4. What Would the Rockefellers Do With Their Money? Use Life Insurance as the Financial Engine.
The financial engine of the Rockefeller Method is a series of specially designed, optimally funded whole life insurance policies held inside a trust.
These aren't standard policies purchased for a death benefit alone. They are purpose-built instruments that serve a specific strategic role.
Here's how it works:
1. The trust owns a whole life policy on each family member.
2. Cash value builds over time and can be accessed for education, real estate, or business ventures. This is done without triggering taxes or requiring approval from a bank.
3. When a family member passes away, the death benefit flows back into the trust. This replenishes the capital pool for the next generation.
This is is called the Rockefeller Waterfall Method in What Would the Rockefellers Do?.
Wealth flows continuously downward from one generation to the next. It never depletes. It always replenishes.
And because whole life insurance grows at a guaranteed rate, the system works regardless of what the market is doing.
A crash doesn't interrupt the flow. A recession doesn't drain the trust. The structure doesn't depend on conditions outside your control.
5. The Dynasty Trust: How What Would the Rockefellers Do? Protects Wealth from Taxes, Lawsuits, and Poor Decisions
The trust is the legal backbone of the entire Rockefeller Method. But in this context, it serves a purpose that goes well beyond tax efficiency.
A properly structured dynasty trust holds assets across multiple generations without triggering estate taxes at each transfer.
It protects heirs from creditors, lawsuits, and divorce settlements. It gives a board of trustees the authority to govern distributions according to your Family Constitution.
This ensures that wealth is accessed responsibly rather than distributed and spent.
As you’ll learn in What Would the Rockefellers Do?, heirs don't receive a lump sum. They submit a request, articulate a purpose, and receive funds through a structured process aligned with the family's governing principles.
This is how the Rockefeller Method produces stewards rather than spendthrifts. Not by controlling from the grave, but by creating a system that rewards responsibility and protects against entitlement.
Together, these five components detailed in What Would the Rockefellers Do? don't just protect wealth. They create a living structure your family can grow with, adapt to, and rely on for generations.
Amazon bestseller. 4.6 stars from 2,700+ reviews.
Who What Would the Rockefellers Do? Is For
You might be a business owner who has spent decades building something significant. You're starting to think seriously about what happens to it after you're gone. You've worked too hard to watch it dissolve in a generation.
You might be a parent who wants to provide generously for your children without handing them a reason to stop growing. You want to leave them a launchpad, not a lifestyle they didn't earn.
You might be a professional with meaningful assets who feels like your financial life is more fragmented than it should be. You have advisors who don't talk to each other, strategies that don't connect, a nagging sense that something is being missed.
Or you might simply be someone who has thought, more than once, I want to leave more than money behind.
You want your values to outlast you. You want your family to remember not just what you left, but who you were and what you stood for.
Whoever you are, What Would the Rockefellers Do? was written for you.
And the Rockefeller Method it teaches isn't reserved for the ultra-wealthy. A family with $1 million in assets can implement this just as intentionally as a family with $50 million.
The goal isn't to replicate the Rockefeller fortune. It's to replicate their approach.
Amazon bestseller. 4.6 stars from 2,700+ reviews.
What Readers Are Saying About What Would the Rockefellers Do?
Dan Martell
"There's many books out there with strategies for financial and wealth management but very few follow an extremely pragmatic and simple to implement solution that will help protect and deploy your money in a way that aligns with your core values. What Would the Rockefellers Do? is a must read for any entrepreneur that wants to learn how to build a structure that will ensure multi-generational wealth."
Peter Scott
"As an ex-investment banker, I have firsthand experience that the knowledge revealed in What Would the Rockefellers Do? is exactly what Wall Street has been hiding from Main Street for over a century. Finally, Gunderson and Isom 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."
Sarah McPhee
"What Would the Rockefellers Do? is the single best book I've read around how a true legacy is created and sustained—not only financially, but purposefully. 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, and secure. Must read."
Chris M.
"I have studied the Rockefellers for years. Never have I had such a concise description as to how and why they have built such a legacy whereas other prominent families have failed. Thank you to the authors of What Would the Rockefellers Do? for breaking down this tried and true proven strategy so that others can create a family legacy of their own."
About the Authors of What Would the Rockefellers Do?
Garrett Gunderson is a New York Times bestselling author and one of the most recognized voices in personal finance and wealth strategy. His first book, Killing Sacred Cows, hit number one on the New York Times bestseller list. What Would the Rockefellers Do? has been consistently among the top five titles in Amazon's Wealth Management category since its publication and has earned more than 2,700 reviews with a 4.6-star rating.
Garrett's work is built around a single conviction: that the financial strategies used by the ultra-wealthy are not reserved for the ultra-wealthy. He has spent his career making those strategies accessible, practical, and actionable for families at every stage of wealth-building.
Michael Isom has been helping business owners, professionals, and families protect, grow, and pass on wealth since the year 2000. As co-author of What Would the Rockefellers Do? and author of What We're Worth, Michael brings two decades of hands-on experience implementing the strategies this book teaches. He is passionate about simplifying personal finance and helping people apply the AIS Triangle—asset, investment, and strategy—to protect, grow, and pass on wealth across generations.
A Note from Garda Wealth
Court Pitcher, Chief Marketing Officer for Garda Insurance, wrote the foreword to What Would the Rockefellers Do?
Our team has spent more than two decades implementing this exact strategy with families and business owners across the country.
When you claim your copy of What Would the Rockefellers Do? through Garda, you're getting it from a team of experts on the method.
Frequently Asked Questions About What Would the Rockefellers Do?
Is the hardcover copy actually free?
Yes. We're offering a free hardcover copy of What Would the Rockefellers Do? to families who are serious about building a legacy that lasts.
There are no hidden fees and no purchase required. Simply tell us where to send it and we'll get it in the mail.
Why is Garda Wealth offering What Would the Rockefellers Do? for free?
Because we believe the families who read What Would the Rockefellers Do? are the same families we're built to serve.
The strategies it teaches are the same strategies our team implements with clients every day. These include private family banking, coordinated family offices, trust structures funded by whole life insurance.
Getting What Would the Rockefellers Do? into the right hands is how we start the right conversations.
Do I have to schedule a call to claim the book?
No. There's no obligation attached to claiming your free copy of What Would the Rockefellers Do? Just tell us where to send it.
If you read it and want to talk about how to apply what you've learned to your own family's financial situation, we're here for that conversation. But there's no pressure and no requirement.
What is the Rockefeller Method?
The Rockefeller Method is a multi-generational wealth strategy inspired by the systems used by John D. Rockefeller. It has kept his family's fortune intact for six generations.
It combines whole life insurance, strategic trusts, family governance, and coordinated financial planning into one integrated legacy framework.
The Rockefeller Method doesn’t just simply transfer assets at death. Instead, it builds a living structure that prepares heirs, protects wealth, and preserves family values across generations.
What Would the Rockefellers Do? is the most complete explanation of this strategy available.
Is the Rockefeller Method only for wealthy families?
No. The Rockefeller Method you’ll learn in What Would the Rockefellers Do? is a system, and systems scale. The five core components can be implemented at almost any asset level.
In fact, families with less margin for error often benefit most from the structure and discipline the Rockefeller Method provides.
The goal isn't to replicate the Rockefeller fortune. It's to replicate their approach. That's available to anyone willing to think generationally.
How is the Rockefeller Method different from a traditional estate plan?
A traditional estate plan answers legal questions. The Rockefeller Method answers human ones. Traditional planning transfers assets. The Rockefeller Method transfers structure, values, and purpose.
A will or basic trust is a one-time document. The Rockefeller Method is a living system that evolves with your family across generations.
It governs not just what your heirs receive, but how they're prepared to use it.
Ready to Claim Your Free Hardcover Copy of What Would the Rockefellers Do?
Are you the kind of person who thinks beyond your lifetime? Do you want to leave something more durable than a balance sheet?
What Would the Rockefellers Do? is the clearest roadmap we've found for doing exactly that.
Claim your free hardcover copy below. See for yourself why more than 2,700 readers have called it a game-changer.
Amazon bestseller. 4.6 stars from 2,700+ reviews.