Generational Wealth, Intellectual Property & Building Legacy
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About this Episode
Buddy Ozanne discusses the strategies behind building and preserving generational wealth, the role of intellectual property in creating lasting value, and how family offices approach legacy planning. We explore investment philosophy, governance structures for family enterprises, and the principles that help wealth survive across generations.
Buddy Ozanne in the News

Porter L. 'Buddy' Ozanne, III With Probity Advisors, Inc.
Buddy Ozanne discusses his 50+ years in financial services, helping individuals, families, and business owners grow and protect their wealth through Probity Advisors.
Here's to 50 Years
Porter L. 'Buddy' Ozanne III celebrates 50 years in financial services, reflecting on his journey since January 2, 1971 helping innumerable families create and conserve wealth.
Probity Advisors Wins Fidelity Award
Buddy Ozanne's Dallas RIA Probity Advisors won the 2016 Fidelity Be Greater Award among fiduciaries holding $250 million-$1 billion in AUM.
Book Recommendations
The Perfect Pass: American Genius and the Reinvention of Football
by S. C. Gwynne
Rec. By
Buddy Ozanne


