Tony Danaher joined Guild Investment Management in July 1990. As President and Partner, Mr. Danaher serves as the primary portfolio manager, performing research, and overseeing other business functions for the company, such as regulatory compliance and accounting.

Tony was born in 1967. While working for Guild, he earned his M.B.A. from Pepperdine University in 1999. Prior to joining Guild, Mr. Danaher studied architecture and design at Kansas State University from 1985 to 1986, before changing disciplines to focus on accounting, and earning a B.A. in Business Administration with an emphasis in Accounting from Maharishi International University in 1990. He has also been interviewed by leading business and financial media, and participates in many investment associations and events.

As lifespans extend well into the 90s and beyond, successful wealth management must address both longevity protection and generational transition in an era where investment approaches are dramatically shifting. In short, attitudes and strategies must adapt. This presentation explores the dual challenge faced by today’s investors: ensuring their portfolios can sustain them through extended retirements while preparing for eventual transfer to heirs who live in a world of robo-advisors, social media investing, and digital assets. Drawing from real-world experience, we’ll provide a practical framework for creating sustainable, long-term investment strategies that both protect against longevity risk and establish effective cross-generational wealth transfer plans, ensuring your investment wisdom translates meaningfully to the next generation.

Attend this talk and learn…