Dan Mosley, Partner at BDT & MSD Partners

In this episode of The Bear Roars, Dan sits down with Dan Mosley—Partner at BDT & MSD Partners and head of Family Advisory Services—for a thoughtful conversation about wealth, purpose, and what it takes to build a legacy that lasts across generations.

Dan Mosley shares lessons from decades spent advising founders, entrepreneurs, and multi-generational families on how to structure and steward wealth. The conversation explores why passing down wealth is often harder than building it and the risks of waiting too long to plan.

They unpack the difference between traditional multi-generational wealth and today’s fast-moving tech fortunes, why purpose and principles must anchor any long-term wealth strategy, and how governance, trusted advisors, and family offices help ensure wealth strengthens rather than fractures families.

Learn more about BDT & MSD Partners: https://bdtmsd.com/

Order Dan’s Book – Bandwidth: The Untold Story of Ambition, Deception, and Innovation that Shaped the Internet Age and Dot-Com Boom: dan-caruso.com/book

Listen to Dan's Song Stretch: https://distrokid.com/hyperfollow/dancaruso/stretch

Check out music by Jason Mendelson (Jace Allen): https://www.youtube.com/@jaceallen

To nominate a founder or yourself as a future guest speaker, email: contact@loudbearproductions.com