Podcasts about high net worth

People magazine called Laura Wasser “the celebrity of celebrity divorce attorneys,” which makes sense considering she has—according to Wikipedia—handled cases for A+listers like Angelina Jolie, Kim Kardashian, Johnny Depp, Ryan Reynolds, Dr. Dre, Kevin Costner, Maria Shriver, and Jimmy Iovine, among many others. And while “celebrity divorce attorney” might conjure up images of a rapacious shark in Prada boots squeezing every dollar out of her clients' exes, Laura preaches the gospel of divorce with dignity. Her book, It Doesn't Have to Be That Way: How to Divorce Without Destroying Your Family or Bankrupting Yourself is a jungle guide for ending a marriage while preserving decency, values, and a couple's wealth. As she writes, “…the more acrimony, argument, and angst, the more money your attorney makes. We profit from your inability to resolve issues.” In other words, don't pay your lawyer $1,000/hr to determine—as famously captured in When Harry Met Sally—who gets the “stupid, wagon wheel, Roy Rogers, garage sale coffee table.” Her book is a plea to all those going through one of the most stressful human experiences possible to summon your best self and think about who you want to be when the dust settles. Laura and I talk about the fundamental language of divorce, including spousal support, child support, no-fault divorce, community property, and also the more philosophical dimensions of the process, like the concept of “fairness” and how one defines “winning.” Sincere thanks to my former Facebook colleague, Matt Jacobson for making the connection to Laura. I appreciate, Jake! (encore presentation) Follow Laura on ⁠on Instagram⁠ and learn more about her practice ⁠here⁠.   ✍️Subscribe to Paul's Substack ⁠here⁠ ✍️

Send us a textFamily Office Club founder Richard C. Wilson explains the art of deal structuring — listening deeply to investors' goals, tailoring terms to match their comfort zones, and leveraging “anchor investors” from within a niche to validate deals.Recorded live at the 2025 Super Summit, Richard shows how being flexible and investor-centric transforms cold pitches into lasting partnerships.If you want to understand how top family offices think when reviewing opportunities, this clip distills 18 years of lessons into five powerful minutes.This clip was taken from the Niche Investment Strategies Panel, filmed live at our Family Office Club Super Summit.To become part of our investor community — with 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools — visit https://FamilyOffices.com#DealStructuring #FamilyOffices #CapitalRaising #InvestorRelations #PrivateInvestinghttps://familyoffices.com/

Fundraising used to be a relationship business. Now, it's a volume game.In this episode, we sit down with the founder of Aduro Advisors to unpack the data behind the current venture capital landscape. With $131 Billion+ in assets under administration across 650+ firms, they have a bird's-eye view of the market that few others possess.We dive deep into the "haves vs. have-nots" dynamic in VC, why the era of the generalist firm might be ending, and the exact operational mistakes that stop emerging managers from scaling. If you are raising a fund or managing a firm in 2025, you need to hear this.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comTopics covered:- Shift to Solo GPs: The rise of individual managers over large platforms.- Fundraising Reality: Why raising capital is now a volume-based "numbers game."- Market Polarization: The widening gap between the "haves" and "have-nots."- Specialization Wins: Why LPs favor sector-focused funds over generalists.- The 100% Rule: Data showing funds that invest 100%+ of capital outperform.- Smaller Funds: The strategic advantage of "right-sized" funds for faster returns.- Individual Investors: The massive influx of High Net Worth individuals into VC.- AI & Operations: Using AI to automate fund administration and data reporting.About the Guest:Aduro Advisors is a premier fund administration firm supporting over 650 venture capital and private equity firms with more than $131 Billion in assets under administration. Their platform, FundPanel, leverages data and AI to streamline operations for the next generation of investors.Timestamps:(00:00) - Introduction and episode overview(00:02:43) - Inspiration behind founding Aduro Advisors(00:04:25) - Major shifts in fund operations and data flow(00:05:58) - Aduro Advisors' data insights on fund performance and market recovery(00:09:48) - Evolution of fund sizes and LP composition(00:11:22) - Common mistakes made by first-time fund managers(00:12:40) - The importance of sector specialization versus diversification for LPs(00:17:24) - Surprising findings from Aduro Advisors' Q2 2025 report(00:20:16) - Longevity of firms and the "haves and have-nots" dynamic(00:23:09) - Characteristics of top-decile performing funds(00:25:48) - How Fund Panel streamlines fund administration and reporting(00:27:17) - The role of AI in fund administration(00:30:38) - Changes in fundraising approach post-pandemic(00:32:23) - Biggest opportunities for innovation in fund operations(00:33:54) - Where to learn more about Aduro Advisors and Fund PanelLearn more about Aduro Advisors:Website: https://aduroadvisors.com/FundPanel: https://fundpanel.io/VC10X links:VC10X website - https://VC10X.comFollow Prashant on LinkedIn - https://www.linkedin.com/in/choubeysahab#VentureCapital #Fundraising #PrivateEquity #EmergingManagers #StartupInvesting #AduroAdvisors

Here are 7 lessons we learned from High-Net-Worth affluent individuals each with a net worth of at least $5 million Their comments were candid and sometimes surprising. But most of all, they were actionable for financial advisors.  Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.com.

New Total Wealth and Wellness Radio episodes post every Saturday.

The New Era of Nonprofit Fundraising: Fewer Donors, Bigger Gifts In today's nonprofit landscape, one thing is clear: major gifts are driving the deepest impact. According to research from the Giving USA 2024 Report, individual giving dropped 3.4% last year, but donations from high-net-worth individuals and foundations increased significantly. This shift has created a paradox: fewer donors overall, but larger contributions from the top tier of philanthropists. This shift is reshaping major gifts fundraising across the nonprofit sector. Fundraising expert Gail Perry, founder of the Gail Perry Group, says this moment represents both a challenge and an opportunity. "Every single organization has major donors in its database," she explains. "The problem is, they're often treated like small donors—receiving generic messages instead of genuine engagement." This moment represents a major shift in major gifts fundraising.

Send us a textUK Property Update — What's Moving the MarketLakshmi Mittal is the latest billionaire to leave the UK, driven out by tax changes hitting global assets. More high-net-worths are quietly following, raising concerns about future investment.Architects are leaning heavily on advanced CAD and BIM to make the UK's increasingly small homes work harder  squeezing out space with precision design and 3D modelling.Brokers report a jump in down valuations, especially in London, with surveyors pricing homes 10–17% below agreed offers. Deals are falling through as buyers struggle to plug the gaps.Developers warn of a “jaws of death” moment as build costs climb and sales values stagnate. Half of England is now considered unviable to build in without major policy support.Stamp duty receipts have surged to £12.3bn this year, fuelled by April's tax changes. Buyers and sellers are sitting tight ahead of the next Budget, adding to the slowdown.The Build-to-Rent sector shows resilience, with £2.6bn invested so far this year and major reforms in England and Scotland giving investors fresh confidence — though construction volumes remain tight.PROPERTY WEALTH - Transforming challenges into opportunities with specialist knowledge and reach. Explore the complexities of the London property market with us—insights, advice, and connections at your fingertips.Join the conversation! Share your thoughts and questions in the comments below. Don't forget to follow us for the latest updates and expert advice! https://www.londonproperty.co.uk/en/link-in-bio/#PropertyWealth #LondonProperty #RealEstate #PropertyMarket #Investment #HomeBuying #HomeSelling #PropertyAdvice #RealEstateTips #PropertyInvestment #LuxuryLiving

In this value-packed episode of Allworth's Money Matters, Scott and Pat unpack key financial strategies for high-net-worth investors navigating today's markets. From the overlooked need for regular portfolio rebalancing to smart planning for concentrated executive stock, they break down real-world scenarios with millions at stake. You'll hear a listener case involving $7M in assets, HSA withdrawal tactics, and 529 planning for seven grandkids—all through the lens of tax-smart wealth transfer. Plus, expert insights from Allworth's Head of Wealth Planning, Victoria Bogner, on avoiding massive tax traps with RSUs, ISOs, and stock options. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

In this episode of the Power Producers Podcast, host David Carothers and co-host Kyle Houck are joined by Jessica Fukuchi, co-founder of PCRG Insurance. They dive into the often-overlooked world of high-net-worth personal lines insurance and why middle-market commercial producers need to pay attention to it. Jessica shares her journey from a captive agent to building an independent agency specializing in high-net-worth clients, often through referrals from financial advisors. The conversation explores the strategic importance of partnering with a high-net-worth specialist to protect commercial accounts from being poached by large brokerages that offer both commercial and private client services. Key Highlights: Protecting Your Book with High Net Worth Partners David emphasizes a critical vulnerability for middle-market producers: if you aren't addressing the personal insurance needs of business owners and executives, a competitor who does—like a large national broker—can use that as a wedge to take the entire commercial account. Partnering with a specialist like Jessica allows agents to offer this service without having to master the complexities of the high-net-worth market themselves. Navigating the High Net Worth Landscape Jessica explains the nuances of the high-net-worth market, from working with family offices to understanding the complex portfolios of wealthy clients (multiple homes, luxury cars, etc.). She discusses the current hard market for umbrella and excess liability, noting that securing high limits often requires stacking policies from multiple carriers, a strategy far different from standard personal lines. The "Duty to Offer" and Risk Management The discussion touches on the agent's "duty to offer" comprehensive protection. David and Jessica agree that failing to discuss personal excess liability or cyber coverage with a wealthy client is a disservice that could lead to E&O issues. They highlight unique risks like kidnap and ransom for high-profile clients and the importance of addressing the "insurance junk drawer" many wealthy individuals accumulate. Work-Life Balance and Setting Boundaries Jessica shares her personal journey of overcoming burnout by setting strict boundaries between work and personal life. She discusses how delegating tasks, hiring a VP, and being transparent with her team about her need for family time allowed her to regain balance. This segment resonates with the hosts, who also prioritize life experiences and travel over being tethered to the office 24/7. Connect with: David Carothers LinkedIn Jessica Fukuchi LinkedIn Kyle Houck LinkedIn Visit Websites: Power Producer Base Camp PCRG Insurance Killing Commercial Crushing Content Power Producers Podcast Policytee The Dirty 130 The Extra 2 Minutes

Take a clear look at why high-net-worth divorces require specialized strategies, what commonly goes overlooked, and how expert legal insight can prevent costly long-term mistakes.https://leavittfamilylaw.com/law-practice-areas/high-net-worth-divorce Leavitt Family Law Group City: Henderson Address: 2520 St. Rose Pkwy. Website: https://leavittfamilylaw.com/ Phone: +1 702 605 0065 Email: brandon@leavittfamilylaw.com

In this episode Jeff and Brian discuss what you may be missing from your portfolio and 6 strategies for high net worth individuals to consider before the new year. 

Forget traditional life insurance. Singapore’s wealthy are now eyeing hybrid policies that promise growth and protection. Indexed Universal Life (IUL) products, tied to indices like the S&P 500, are gaining traction, offering life cover alongside wealth accumulation, tax perks, and legacy planning. But how do these products really fit into a broader portfolio, and what’s next for this growing market? On Wealth Tracker, Hongbin Jeong speaks to Cassandra Wee, Managing Director (Singapore) of Poni Insurtech and Executive Director and CEO of Poni Financial Advisory Pte. Ltd, to find out more.See omnystudio.com/listener for privacy information.

Send us a textMeet Michael, a serial entrepreneur and investor who scaled a business to a $100M+ exit in just 3.5 years. In this interview, he shares his lessons from building and selling multiple 7, 8, and 9-figure businesses — and why he believes AI is the biggest wealth-creation wave of our lifetime.Inside this episode:– How Michael spotted the market opportunity that led to a nine-figure exit– The role of tenacity and emotional intelligence in building repeat success– Why he invests in “Baby Boomer businesses” and how AI creates a massive edge– What entrepreneurs and investors must do today to seize the last great wealth wave

In this donor-focused, data-packed episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D. is joined by Jon Bergdoll, Interim Director of Data and Research Partnerships at Indiana University's Lilly Family School of Philanthropy, to break down the latest findings from the 2023 Bank of America Study of High Net-Worth Philanthropy. Now in its 20th year, the report offers a close-up on the giving habits of households with $1M+ in investable assets or incomes over $200,000. The numbers tell a nuanced story. While total dollars donated by high-net-worth households remain strong, the percentage of those households giving annually is slipping, a continuation of the “donors down, dollars up” trend seen in the broader population. Volunteering, meanwhile, is bouncing back post-pandemic, now at 43% (up from a 2020 low of 30%) but still below pre-2020 levels. These donors continue to prioritize religion, education, and human services, and they're increasingly aligning their financial choices, spending and giving alike, with their values. Local impact matters. Over 70% of high-net-worth donors report giving to causes in their own communities, compared to 32% giving nationally and just 13% internationally. Spontaneity still plays a role, roughly 85% of donors say they sometimes or always give when asked or in response to emerging needs, but effectiveness is key. Donors want to know their gifts are making a difference. Use of giving vehicles like donor-advised funds, private foundations, and IRA distributions is slowly rising, with nearly 1 in 5 affluent households now leveraging at least one structured giving mechanism. This year's report also introduces five philanthropic identities: Steadfast Supporters, Devout Donors, Entrepreneurs, Changemakers, and Philanthropic Experts. These profiles offer fundraisers a practical way to understand donor motivations and tailor outreach accordingly.

On the season finale of the Our Family Office podcast, host Adam Fisch speaks with Jenny, a fifth generation member of a successful European family, and a longtime Our Family Office client. Jenny is a member of the rising generation, having begun to assume management of the family's assets after a long journey of discovery.Jenny discusses growing up with wealth (02:10), the succession process in her family (17:18), and her family's experience working with a family office (29:42).Thank you to all of our listeners for your support throughout this season. We hope you enjoyed it.For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca. Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.

Oct 27, 2025 – Looking to keep more of your retirement income? Jim Puplava shares four key tax-minimizing strategies: Roth conversions, muni bonds, LIRPs, and dividend income—plus tips on planning ahead as tax rates may rise with growing...

High net worth divorces are complicated, with hidden financial traps, privacy concerns, and high emotional stakes. Many women make mistakes that cost them time, money, and peace of mind.In this episode, Heather Quick and Kara Chrobak share actionable insights on building the right support team, understanding complex finances, and empowering yourself with knowledge—so you can feel confident and in control throughout the process.Listen now to learn the steps every woman should take to protect her assets, her privacy, and her future during a high net worth divorce.Join us on our podcast as we navigate the complexities of marriage, divorce, separation, and all related legal and emotional aspects, including adultery, alimony, child support, spousal support, timesharing, custody battles, and the financial impact of dissolution of marriage.Interested in working with us? Fill out this form here to get started. Not quite ready? Interact with us on socials! Linktree: https://linktr.ee/FloridaWomensLawGroup Florida Women's Law Group Website: https://www.floridawomenslawgroup.com/Kara Chrobak's Links:Official website: https://bespokelawllc.com/attorneys/kara-chrobak/LinkedIn: https://www.linkedin.com/in/kara-chrobak Disclaimer: This podcast is for informational purposes only and is not an advertisement for legal services. The information provided on this podcast is not intended to be legal advice. You should not rely on what you hear on this podcast as legal advice. If you have a legal issue, please contact a lawyer. The views and opinions expressed by the hosts and guests are solely those of the individuals and do not represent the views or opinions of the firms or organizations with which they are affiliated or the views or opinions of this podcast's advertisers. This podcast is available for private, non-commercial use only. Any editing, reproduction, or redistribution of this podcast for commercial use or monetary gain without the expressed, written consent of the podcast's creator is prohibited.Thank you for listening, please leave us a review and share the podcast with your friends and colleagues. Send your questions, comments, and feedback to marketing@4womenlaw.com.

On this episode, host Adam Fisch sits down with Tim Yeung, a Family Enterprise Advisor who is himself, a member of the third generation of an UHNW family. Tim spent 10 years at his family's commercial real estate company, before leaving to eventually pursue family enterprise advising and coaching. He draws on his personal experience to connect with business owning families and help them create a vision for the future together.On this episode, Adam and Tim discuss his journey as a family employee (01:10), using his experience to help other families (09:43), and the common challenges that business families face (14:39).Additional Resources:Tim YeungFor more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

On this episode, host Adam Fisch sits down with Jess McGawley, the founder of Dallington Associates, a London based firm that provides discreet, highly tailored mentoring and psychological consulting for young inheritors, helping them step into adulthood with confidence, clarity, and a deeper understanding of their role within the family system and the wider world.  With over 16 years of experience, Jess has supported more than 150 families as they navigate the private and often complex dynamics that come with adolescence, inheritance, and growing up in the context of wealth and public success.On this episode, Adam and Jess discuss the unique challenges that wealthy adolescents face (04:40), the importance of failing well (13:19), and some success stories from her work at Dallington (24:14).Additional Resources:Dallington AssociatesFor more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

What if the real financial risk isn't running out of money, but running out of time to use it well? In this episode, listen as James and Ari unpack a $14 million case study with concentrated inherited stock, sizable retirement accounts, and big questions about spending, portfolio risk, taxes, and legacy.See how a single allocation decision can swing outcomes from an eight-figure estate to running out of money by age 75. Learn why $25,000 a month versus $50,000 a month can change the end balance by tens of millions, and how to fund first-class experiences without sacrificing long-term security.Get practical about investment mix and sequence risk, including why a preservation-tilted portfolio can quietly erode optionality over decades. Then map a smarter spending design: a steady baseline plus time-boxed “experience funds” for travel and family, so you can say yes when health and energy are highest.What you'll learn (high-net-worth planning focus):Investment strategy and portfolio allocation: balancing growth and preservation, managing sequence risk, and diversifying concentrated stock.Tax strategy: timing Roth conversions, harvesting gains in low-rate windows, using QCDs to blunt RMDs, and giving appreciated stock through donor-advised funds.Estate planning: moving from revocable trusts to SLATs and grantor trusts, plus the deeper work of intent, values, and right-sized inheritances.Spending plan design: building a lifestyle-first plan that funds experiences today and keeps long-term flexibility.You'll also hear updated context on how many Americans actually cross eight figures, why common “ultra-high-net-worth” stats surprise most people, and how to turn a windfall — inheritance, business sale, or concentrated equity — into a resilient, purpose-driven plan.If the goal is money that reflects your purpose, not your fears, this conversation gives you a clear path to act with confidence.-The statements provided are from individuals who are not clients of Root Financial Partners, LLC. These individuals were not compensated for their comments, and their views do not necessarily reflect those of Root Financial Partners, LLC. The information shared is for informational purposes only and should not be considered a recommendation or testimonial regarding advisory services.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

On this very special episode, host Adam Fisch speaks to author and investor Morgan Housel, the New York Times Bestselling author of The Psychology of Money and Same As Ever. His books have sold over ten million copies and have been translated into more than 60 languages. His new book is called the Art of Spending Money, and was released on October 7. Adam and Morgan discuss how the wealthy think about money (01:07), how the rising generation can apply the lessons from his writing (05:29), and his advice for young inheritors in forging their own identity (19:59). Additional Resources:Morgan's Books at Amazon.caFor more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

How Gelt is Transforming Tax Services: Insights from Founder Tal BinderIn a recent episode, Josh Elledge interviewed Tal Binder, CEO and Founder of Gelt, to discuss how his tech-driven tax company is redefining tax compliance, planning, and strategy for high net worth individuals and businesses. Tal shared his journey, the integration of AI and human expertise, and the practical ways Gelt delivers superior service in a fast-evolving tax landscape. This post highlights key takeaways, actionable insights, and tips for anyone considering a modern approach to tax services.The Gelt Approach: Blending AI with Human ExpertiseGelt's model is centered on combining advanced technology with expert human oversight. Tal Binder emphasized that AI acts as a productivity multiplier, enabling tax professionals to work faster and more accurately, while a senior tax manager reviews all filings to mitigate risk and ensure precision.The company focuses on three core services: tax compliance, planning, and strategy, allowing clients to proactively manage obligations, optimize deductions, and structure finances for maximum efficiency. By automating repetitive tasks, Gelt's platform frees experts to deliver higher-value analysis and guidance tailored to each client's situation.Tal also stressed the importance of client experience and transparency. Every client receives a dedicated point of contact, Gelt partners with complementary service providers when necessary, and pricing is structured to reflect complexity and value. These elements make Gelt a unique alternative to traditional firms, ensuring both high-tech efficiency and personalized service.About Tal BinderTal Binder is the Founder and CEO of Gelt, a Tampa-based company focused on delivering tech-enabled tax solutions for high net worth individuals and businesses. Tal combines extensive experience in finance, technology, and entrepreneurship to streamline tax compliance, planning, and strategy.About GeltGelt is a modern tax services firm that integrates AI with human expertise to provide high net worth clients and businesses with accurate, efficient, and actionable tax solutions. Their approach emphasizes compliance, strategic planning, and personalized client service, positioning them as an innovative alternative to traditional firms.Links Mentioned in this EpisodeGelt WebsiteTal Binder LinkedIn ProfileKey Episode HighlightsHow Gelt combines AI and human expertise to enhance tax servicesThe three core services: compliance, planning, and strategyDedicated senior tax managers for personalized client serviceTransparent pricing and partnership approach for businesses and individualsPractical guidance on engaging with tech-enabled tax solutionsConclusionGelt demonstrates that modern tax services can be both high-tech and highly personal, enabling clients to optimize their financial outcomes while reducing complexity. By integrating AI with expert oversight, Gelt provides a scalable, accurate, and proactive approach to tax compliance, planning, and strategy.

Could the government shutdown signal deeper cuts to federal employment? Dave Spano and Brian Jacobsen break it down in our Week in Review. Also on the show: Smart planning strategies for medical professionals, meaningful ways grandparents can support their grandchildren, and an inside look at the Annex process for High-Net-Worth clients.

In this episode of The Free Lawyer podcast, Gary interviews Brianna Beski, a Certified Divorce Financial Analyst at Raymond James. Brianna shares how her parents' divorce inspired her career and discusses the financial complexities of divorce, including common misunderstandings about retirement accounts and asset valuation. She explains the critical role of financial clarity, collaboration with attorneys, and tailored support for high net worth individuals and business owners. Brianna emphasizes empowering clients to make informed decisions, reduce stress, and confidently rebuild their financial futures after divorce.Brianna's not just a Certified Divorce Financial Analyst (CDFA®)— she's someone who truly understands the emotional weight of divorce and how it impacts every area of life. Her unique backgroundallows her to:✔️ Provide financial clarity in emotionally charged situations, helping clients avoid fear-driven decisions they'll regret later.✔️ Help high-achieving professionals maintain control over their financial future, especially when assets, businesses, and long-term planning are at stake.✔️ Act as a calm, strategic advocate—helping clients navigate complex financial decisions while prioritizing their well-being and their family's future.Brianna's Personal Divorce Experience (00:02:11)Career Path and Olympic Aspirations (00:04:14) BEmotional Impact of Divorce (00:05:27) Common Retirement Account Mistakes (00:05:44) Valuing Pensions and Retirement Assets (00:07:44) When to Use a CDFA (00:09:39) Case Example: Settlement Misconceptions (00:11:26) Role of CDFA in Divorce Process (00:13:37) Client Support and Financial Clarity (00:16:05)Unique Challenges for High Net Worth and Business Owners (00:18:55) Transformation Through Financial Clarity (00:22:16)Advice for Lawyers Hesitant to Use Financial Experts (00:24:13)Maintaining Self-Worth After Asset Division (00:26:31) Finding Personal Freedom After Divorce (00:29:48) Advice for Lawyers Going Through Divorce (00:30:49) Financial Planning for Married Couples (00:32:41) Advice to Her Younger Self (00:35:10)Would you like to learn what it looks like to become a truly Free Lawyer? You can schedule a courtesy call here: https://calendly.com/garymiles-successcoach/one-one-discovery-callWould you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-free

On this episode, host Adam Fisch sits down with Sharna Goldseker, the founder and vice president of 21/64, a non-profit practice serving next gen and multigenerational philanthropic families. Sharna has also been named to the New York business journal's women of influence list. Sharna is the co-author of the award-winning best seller, Generation Impact: How Next Gen Donors Are Revolutionizing Giving. She chairs the Goldseker Foundation, founded by her great-uncle, and serves as non-family trustee on the Felicity House board and Leonard & Helen R. Stulman Charitable Foundation. They discuss the ways that the rising generation views philanthropy (07:15), what “impact” means to the next generation (13:48) and the work that she's done with next generation family members to help them on their philanthropic journeys (21:06).Additional Resources:The 21/64's Motivational Values Cards® mentioned during this episode are designed to facilitate self-awareness as users explore how their values align with their giving and other resource allocations as well as spark meaningful multigenerational conversations.For professionals seeking additional training in working with next gen donors and multigenerational family enterprises, 21/64 offers trainings which can be found here. For next gen who are looking for a group of peers considering their philanthropic identity and the impact they can have, 21/64 is offering a retreat for 20 and 30-something next gens January 2026 in New York City. For more info email andine@2164.net.For those interested in reading or listening to Sharna and Michael Moody's book, Generation Impact, you can find it here.For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

Diane Delaney, executive director, Private Risk Management Association, discusses how insurers can guide affluent homeowners in managing coverage gaps and preparing for evolving risks.

High Net Worth divorces aren't just about money—they're emotional, complex, and can turn custody battles into high-stakes challenges.Join Heather Quick with attorneys Lauren Crane and Morgan Mazor as they share insider insights on custody disputes, parental alienation, and the emotional toll these cases take on families.Learn how to navigate the financial, legal, and emotional complexities of divorce, including how to manage client expectations, make smart financial decisions, and prioritize what truly matters in post-divorce life.Tune in now to discover what it really means to ‘win at life' as a family law attorney—and gain strategies to protect your family and your future.Join us on our podcast as we navigate the complexities of marriage, divorce, separation, and all related legal and emotional aspects, including adultery, alimony, child support, spousal support, timesharing, custody battles, and the financial impact of dissolution of marriage.Interested in working with us? Fill out this form here to get started. Not quite ready? Interact with us on socials! Linktree: https://linktr.ee/FloridaWomensLawGroup Florida Women's Law Group Website: https://www.floridawomenslawgroup.com/Morgan and Lauren's Links:Official website: https://www.bendercrane.com/ LinkedIn: https://www.linkedin.com/company/bender-craneDisclaimer: This podcast is for informational purposes only and is not an advertisement for legal services. The information provided on this podcast is not intended to be legal advice. You should not rely on what you hear on this podcast as legal advice. If you have a legal issue, please contact a lawyer. The views and opinions expressed by the hosts and guests are solely those of the individuals and do not represent the views or opinions of the firms or organizations with which they are affiliated or the views or opinions of this podcast's advertisers. This podcast is available for private, non-commercial use only. Any editing, reproduction, or redistribution of this podcast for commercial use or monetary gain without the expressed, written consent of the podcast's creator is prohibited.Thank you for listening, please leave us a review and share the podcast with your friends and colleagues. Send your questions, comments, and feedback to marketing@4womenlaw.com.

On this episode of the Our Family Office podcast, host Adam Fisch discusses how the rising generation invests with Charlie Scharfe, a portfolio manager at Our Family Office. Their conversation covers the similarities and differences of investment approaches between generations (00:50), the challenges and complexity of ESG investing (03:00), and how Our Family Office works alongside the rising generation to build portfolios aligned with their goals (14:40). For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca. Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.

Opportunity Zones 2.0 has made the program permanent... and restored 100% bonus depreciation. Securities attorney Coni Rathbone of VF Law joins the show to explain how these changes impact Qualified Opportunity Funds, real estate developers, and operating businesses like manufacturing facilities. Plus, discussion of OZ permanence, structuring considerations, rural incentives, and why bonus depreciation makes OZ 2.0 even more attractive for High Net Worth investors. Show notes & summary: https://opportunityzones.com/2025/09/coni-rathbone-360/

Every divorce is unique, but there are some challenges that comes with high net worth divorce--situations where there are complex assets. My guest in this episode is divorce attorney, Odalo Ohiku, who explains some of the issues that arise in a high net worth divorce. He also offers advice on how to protect yourself in one. Learn more: https://www.divorcedgirlsmiling.com/understanding-high-net-worth-divorce/

In Episode 2, host Adam Fisch sits down with Dr. James Grubman, an internationally recognized consultant to families of wealth, family enterprises, and the wealth advisory industry, for part 2 of their conversation. They discuss parenting with wealth (00:33), answering the most difficult question that kids ask about money (03:19), different perspectives about wealth preservation (14:58), and how to empower the rising generation to live lives of purpose and fulfillment (21:02).More information about Dr. Grubman can be found at jamesgrubman.comAdditional Resources:Dr. Grubman's Books at Amazon.caFor more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

What do high net worth clients really want? In this episode of the Business of Advice podcast, Cody sits down with Kevin Merrigan, chairman of Northrop & Johnson and a global leader in superyacht brokerage, to uncover the secrets to serving ultra-wealthy clients. With over 40 years of experience and more than 400 yacht deals across 15 countries, Kevin shares how he built trust with billionaires, created unforgettable client experiences and scaled a business that thrives on relationships and referrals. You'll hear his insights on: ·         Navigating high-stakes negotiations ·         Understanding the emotional drivers behind luxury purchases ·         Building a team of experts to deliver excellence If you're ready to elevate your approach to working with high net worth clients, this episode is one you won't want to miss.

Wealth management is often seen as a numbers game—assets under management, returns, tax exposure—but for Paul Carroll, it's always been about people first. As the CEO and founder of Avion Wealth, Carroll has spent nearly two decades building a firm that redefines what it means to serve high-net-worth individuals and families. With a philosophy rooted in trust, leadership, and strategic clarity, he has grown Avion Wealth into a firm that manages over $850 million in assets, while maintaining a deep personal connection to clients and team members alike. Carroll's approach to wealth management was shaped by his early life experiences—arriving in the U.S. at 17 with just $200, joining the Air Force to fund his education, and eventually earning degrees from the University of Maryland and Texas A&M. That grit and resourcefulness laid the groundwork for a professional path that would favor clarity over complexity, service over sales. Rather than adopting the standard broker-dealer model, Carroll built Avion Wealth around a consultative framework designed to deliver holistic financial planning that aligns with clients' evolving goals and values. A central theme of Carroll's leadership is the development of a self-managing team. He's the first to admit he didn't know everything when he started out, but his drive to learn—paired with an unwavering curiosity—helped him grow both as a leader and a strategist. He believes firmly in the idea that the people who get you to one level of success may not be the same ones who take you to the next. That's why hiring, mentorship, and team development are non-negotiable components of his wealth management philosophy. Surrounding himself with A-players has allowed him to shift his role from day-to-day management to visionary leadership, which continues to propel the firm forward. For business owners and executives navigating their own financial journeys, Carroll's message is clear: complexity doesn't equal effectiveness. In fact, one of his biggest lessons came during the 2008 financial crisis, when a strategy designed to attract a niche market completely missed the mark. Instead of folding, Carroll pivoted quickly—realigning his firm's focus on the types of clients who truly valued their model. That flexibility, paired with a willingness to act and adjust, has become a defining element of his wealth management strategy. Ford Saeks, a longtime business strategist and host of Fordify LIVE, highlights the importance of this kind of mindset. Whether you're leading a financial advisory firm, a franchise system, or a high-growth startup, the principles are the same. Leadership isn't about knowing everything—it's about creating an environment where growth, curiosity, and clear execution thrive. Saeks often emphasizes that business success is built on systems, people, and positioning—three areas where Carroll's leadership offers a practical blueprint. One area where Carroll stands out is his perspective on referrals and business development. Rather than focusing on transactions or outbound marketing, he invests in relationships with centers of influence—accountants, attorneys, and other professionals who trust him enough to introduce their clients. That kind of trust isn't earned overnight. It's built through reputation, results, and the ability to consistently deliver value. Carroll notes that people don't refer others to help you—they refer because they believe you can help someone they care about. In a field where technical knowledge is table stakes, Carroll brings a human-centered lens to wealth management. His firm's success has been shaped not just by financial acumen, but by an ability to listen, lead, and stay aligned with clients' real-world needs. Whether advising on tax strategies, succession planning, or charitable giving, Carroll and his team act less like service providers and more like partners—guiding clients through every stage of growth, transition, and legacy. For professionals looking to elevate their own approach to wealth management—or simply lead with more intention—the takeaways are clear: Build a team that supports your vision. Stay curious. Act before you're ready. And never underestimate the power of meaningful relationships. Watch the full episode on YouTube. Catch future episodes of Fordify LIVE every Wednesday at 11:00 a.m. Central on all social media platforms. New podcast episodes of The Business Growth Show release every Thursday. About Paul Carroll Paul Carroll is the founder and CEO of Avion Wealth, LLC, a firm dedicated to delivering client-first, consultative wealth management solutions for high-net-worth individuals and families. With a background in finance, military service, and leadership, Paul built Avion Wealth to challenge the traditional sales-driven advisory model by prioritizing strategic planning, open communication, and long-term relationships. He is a CERTIFIED FINANCIAL PLANNER™ and leads a high-performing team that shares his commitment to excellence, trust, and service. To learn more about Paul Carroll and the services offered by Avion Wealth, visit AvionWealth.com. About Ford Saeks Ford Saeks is a Business Growth Accelerator with over two decades of experience helping organizations—from startups to Fortune 500s—generate over a billion dollars in sales. As the President and CEO of Prime Concepts Group, Inc., Ford is known for his ability to help businesses attract loyal customers, elevate brand visibility, and drive strategic innovation. An accomplished entrepreneur, Ford has founded more than ten companies, authored five books, and holds three U.S. patents. His impact spans marketing, leadership, and operational performance, with a focus on delivering real-world results. A recognized expert in AI prompt engineering, Ford recently shared his insights at the Unleash AI for Business Summit, where he explored how tools like ChatGPT are transforming business strategy and the customer experience. Learn more about Ford Saeks at ProfitRichResults.com and watch his TV show at Fordify.tv.

In the Season 2 premiere, host Adam Fisch sits down with Dr. James Grubman, an internationally recognized consultant to families of wealth, family enterprises, and the wealth advisory industry, to kick off a season all about the rising generation. They discuss debunking the "shirtsleeves to shirtsleeves" myth (02:07), immigrants vs. natives in the land of wealth (08:08), and the different ways that wealthy people adapt to living in the land of wealth (15:46).More information about Dr. Grubman can be found at jamesgrubman.com Additional Resources:Dr. Grubman's Books at Amazon.caFor more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

What really works these days with moving upmarket and serving high-net-worth clients is positioning yourself as an advocate to meet all of their wealth management and financial needs. And one of the most important issues that individuals are facing today is cybersecurity. Cybercrime losses hit $16.6 billion in 2024. That's up six-fold in just five years. Many of those dollars vanished from the personal lives of executives, affluent business owners and the families that financial advisors serve. The good news: You can turn that risk into a relationship-strengthening opportunity. To find out how, we reached out to Sarah Rosen from BlackCloak, a cybersecurity firm that specializes in working with corporate executives and HNW families. Watch, read or listen to find out more on our website for top financial advisors at CEG Worldwide.

New Total Wealth and Wellness Radio episodes post every Saturday.

Other key takeaways include:-Why branding and marketing are different, and why you need both.-How high net worth clients are influenced by your website, social media, and content strategy.-The role of lifestyle alignment - sports, philanthropy, and passions - in building stronger connections.-Why consistent, professional content and video are critical for credibility and growth.-How positioning yourself as the “hub” of client relationships creates lasting value.Whether you're an advisor at a multi-billion-dollar RIA or building your independent practice, this episode delivers actionable insights to help you stand out and win with high net worth clients.If you're ready to grow your practice with intention, leadership, and a community that understands the journey - register today at joinFASS.com.

In part two of the Sports Cards Live stream from Saturday, August 23, 2025, we explore the evolving collector–investor debate with Brent Weyer (@deepvalueinvestor). Brent discusses how his approach has expanded from chasing only apex cards to also embracing what he jokingly calls “bum collecting” — acquiring elite cards of overlooked stars. The conversation digs into whether sports cards are best viewed as investments or expenses, sparking thoughtful discussion around balance sheets, assets, and hobby perspective. We also examine the rise of high-net-worth individuals entering the hobby, often through breaking as their initial gateway before shifting into serious collecting and targeted investments. Brent shares how he's working with these new buyers, what types of cards they're seeking, and why education and guidance are critical in helping them navigate the market. Highlights include: Collecting for passion vs. investing for return Viewing cards as assets vs. expenses Nostalgia, aesthetics, and personal collecting rules Breaking as a gateway for wealthy newcomers How high-net-worth collectors are being onboarded into the hobby Whether you see yourself as a collector, an investor, or somewhere in between, this segment brings valuable perspective on how the hobby continues to evolve. Learn more about your ad choices. Visit megaphone.fm/adchoices

Before he was the founder and CEO of Domain Money, Adam Dell envisioned and built several technology products focused on consumer finance solutions. His experience equipped him with a rich understanding of the mass affluent client profile, and enabled the launch of Domain Money, a financial planning and investment advice platform designed for mass affluent clientele. We sat down with Adam to learn how Domain Money partners with RIAs to serve and develop client leads from a new generation of future wealth accumulators.

In this episode, Mark Ledlow explores the dynamics of family offices, wealth management, and protective intelligence with Jennifer Laurence, an Estate Management Consultant in Private UHNW Service, and a Founder and President of Luxury Lifestyle Logistics, as they delve into the complexities of servicing high-net-worth individuals. They discuss the evolution of protective intelligence, the necessity of precise communication between executive assistants and security teams, and the operational challenges within high-net-worth estate management. Jennifer also shares her insights on creating a cohesive service culture tailored to individual family needs and the importance of professionalizing estate management practices. As the episode concludes, Jennifer shares information about her consultancy, Luxury Lifestyle Logistics, which specializes in estate management consulting.Learn about all this and more in this episode of The Fearless Mindset Podcast.KEY TAKEAWAYSEstate management for high-net-worth individuals requires personalized, holistic solutions beyond standard hospitality. Security is a spectrum: risk assessments and tailored strategies are essential for each client's unique profile. Privacy and confidentiality are major concerns for both clients and staff in luxury estate management. Every data point—utility bills, car titles, reservations—can be a vulnerability for high-profile individuals. The “circle of trust” must be carefully managed to balance service and privacy.QUOTES“We're serving individuals in their homes, and it's a very close, personable working relationship.” “Security risk is a spectrum. You have to understand what you can do internally, externally, and when it's right to bring in somebody full-time.” “Every single data point that you put your name on is ultimately a weak point for threat mitigation.” “You don't get to make your dinner reservations in your last name anymore. The world is too rich in data.” “Protective intelligence—that's the new era of security.”Get to know more about Jennifer Laurence through the links below.https://www.linkedin.com/in/jenniferlaurence/To hear more episodes of The Fearless Mindset podcast, you can go to https://the-fearless-mindset.simplecast.com/ or listen to major podcasting platforms such as Apple, Google Podcasts, Spotify, etc. You can also subscribe to the Fearless Mindset YouTube Channel to watch episodes on video.

What's the secret behind building long-term wealth, creating a legacy, and thinking like a billionaire? In this powerful episode of the Jake & Gino Podcast, Gino sits down with Richard C. Wilson, founder of Family Office Club and Billionaires.com, to unpack the strategies, mindset, and structure behind the ultra-wealthy's most powerful wealth-building tool: the family office.Whether you're just starting out or already investing in real estate or businesses, this episode will show you how to think holistically, establish core values, and build a legacy plan that scales with you. Richard shares personal stories, insights from interviewing over 40 billionaires (including Tony Robbins, Mark Cuban, and Tim Draper), and how proximity to the right people transforms your financial future.We dive deep into wealth allocation, parenting with purpose, the power of extreme focus, and why creating a family office is no longer just for billionaires. Learn how to structure your assets, who to include on your team, and why investing in yourself is the most powerful move you can make.Want to take the next step toward financial freedom and legacy wealth? Watch now and learn how to start your own family office—even if you're not ultra-rich… yet. Chapters:00:00:00 - Introduction to Happy Money and Family Offices  00:01:53 - Building Your Family Office Team  00:02:48 - The Family Office Model Explained  00:05:49 - Common Mistakes in Starting a Family Office  00:07:44 - The Power of Proximity and Relationships  00:11:11 - Purpose Over Money  00:15:28 - Understanding Wealth and Family Dynamics  00:28:42 - Common-Sense Wealth Principles  00:32:40 - The Game of Wealth Creation  00:35:43 - Misconceptions About Billionaires00:41:33 - Richard's Final Takeaways & Where to Find Him   We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

The Question That Changed Everything SLAT vs ILIT for High Net Worth Estate Planning isn't just a legal distinction—it's a strategic decision that could determine how well your wealth serves your family, both now and for generations to come. https://www.youtube.com/live/CzyssnZbzD0 We were deep into a conversation with Andrew Howell, one of the foremost estate planning attorneys in the country, when he casually dropped a statement that made us pause: "I haven't drafted a new ILIT in over a decade." Wait… what? For those of us in the world of estate strategy, that kind of remark is the equivalent of a mic drop. And that's when we knew: the conversation around trusts and legacy planning has shifted in a fundamental way. He wasn't saying ILITs are obsolete—but that SLATs have become the preferred vehicle for families who want more than just a tax shelter. They want flexibility, values-based guidance, and multigenerational control. That one sentence reframed everything we thought we knew about irrevocable trust structures—and gave us a deeper commitment to educating families about their options. Why This MattersWhat Is a SLAT (Spousal Lifetime Access Trust)?What Is an ILIT (Irrevocable Life Insurance Trust)?SLAT vs ILIT for High Net Worth Estate PlanningAccess to FundsEstate Tax EfficiencyControl and FlexibilityLong-Term Legacy PotentialHow Dynasty Trusts Multiply the ImpactWhat This Means for YouBook A Strategy Call Why This Matters If you're a high net worth individual navigating the estate planning world, you already know: it's not just about minimizing taxes. It's about maximizing impact. You want your wealth to do more than sit in a trust. You want it to: Empower your family. Pass on your values. Stay protected from taxes, lawsuits, and family fragmentation. Serve as a guiding structure for generational growth. That's what today's article is about. We're unpacking SLAT vs ILIT for high net worth estate planning so you can: Understand the pros and cons of each structure. Learn how each trust operates in real-life scenarios. Discover which strategy aligns with your long-term legacy goals and family dynamics. And if you missed our previous post, The Pros and Cons of an ILIT, that's a must-read companion to this piece. It sets the stage for why SLATs are now stealing the spotlight. The stakes are too high to leave this decision to a boilerplate legal plan or a one-size-fits-all document. You deserve a legacy plan as unique and dynamic as the family you're building it for. Let's get into it. What Is a SLAT (Spousal Lifetime Access Trust)? Bruce and I have seen this firsthand: a SLAT is one of the most powerful tools for families who want access, flexibility, and control—while also removing assets from their estate. With a SLAT, you gift assets into an irrevocable trust for your spouse's benefit. This removes those assets (and any future growth) from your estate, reducing estate taxes and creating protection from creditors. But here's the real magic: Your spouse can access the trust assets during their lifetime. You (the grantor) can indirectly benefit from those assets. You can build in trust protectors, distribution trustees, and managers for increased control and long-term accountability. And here's where it gets even more powerful—many families are using SLATs as the foundation for their Family Bank strategy. That means the trust isn't just a vault—it's a lending institution. Your children or grandchildren can borrow from the trust to: Start a business Purchase a first home Fund their education But unlike a handout, these loans come with terms, accountability, and stewardship expectations. It's not entitlement—it's training. It's a way to extend trust and responsibility. Andrew emphasized that in states like Nevada, South Dakota, and Delaware, the flexibility of SLATs increases even more.

Jacob Sybrowsky is based in Provo Utah where he specializes in working with high net worth families on their investment mandates. On today's show we are talking about what ultra high net worth families are looking for when it comes to getting deals done. To connect with Jacob, visit diversify.com or email his directly at jsybrowsky@diversify.com. -------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Watch & Subscribe on YouTubeAre you a business owner trapped in a high-income rat race, yearning for true financial freedom and a life of purpose?In this episode of the Money Ripples podcast, Chris Miles welcomes Krisstina Wise, host of the Wealthy Wellthy podcast and expert in helping business owners transform their profits into passive income. Krisstina shares her journey from poverty to financial success, and the hard-learned lessons that shaped her holistic approach to wealth.Krisstina reveals how she achieved financial independence through real estate investing, emphasizing the importance of building assets that generate passive income. She explains why passive income isn't truly "passive," but rather a form of non-working income that requires smart stewardship.The conversation delves into the critical balance between financial success and overall well-being. Krisstina recounts her personal health crisis, highlighting the dangers of hustle culture and the need to prioritize physical, mental, and emotional health alongside financial goals.Ready to break free from the entrepreneurial rat race and create lasting wealth that supports a truly rich life? Listen now to gain invaluable insights from Krisstina Wise on achieving financial freedom while maintaining balance and well-being.Key Takeaways3:14 Growing up poor and motivation for money5:18 Divorce and financial struggles as a single mom7:20 Awakening to the real money game8:43 Transition from selling to buying real estate11:20 Working income vs non-working income14:35 Health crisis from overworking and hustle culture19:10 Health as the number one financial assetMemorable Quotes"Passive income comes from assets. We have to have this journey of building assets and creating net worth through asset accumulation to have any chance of passive income.""I manage all my real estate, but I've got it down to a science now. It's passive relative to my working income because I make 3x the money from my passive income than I do from my working income, yet it takes one-tenth of the time.""In financial terms, my body's my number one asset. I treated my body terribly - I didn't sleep, I ate poorly. It came at a great cost."Resources MentionedMoney Ripples - https://moneyripples.com/Connect with KrisstinaWebsite - https://wealthywellthy.life/Instagram - https://www.instagram.com/krisstinawiseYouTube - https://www.youtube.com/@krisstinawiseKrisstina's Book, Falling For Money - https://www.amazon.com/dp/0692560904/

In this episode, Mark Ledlow is joined by Jennifer Laurence, an Estate Management Consultant in Private UHNW Service, and a Founder and President of Luxury Lifestyle Logistics. They discuss her role in estate management consultancy, focusing on operational logistics, standard procedures, and family management for high-net-worth individuals. Jennifer shares her insights into personalized service, the nuances of security for the ultra-wealthy, and the importance of protecting every aspect of a client's lifestyle. They also dive into Jennifer's passion for archery and how it serves as her personal therapy. Mark and Jennifer further delve into the critical need for risk assessment and the subtle complexities of maintaining privacy and security in the lives of affluent families.Learn about all this and more in this episode of The Fearless Mindset Podcast.KEY TAKEAWAYSEstate management for high-net-worth individuals requires personalized, holistic solutions beyond standard hospitality. Security is a spectrum: risk assessments and tailored strategies are essential for each client's unique profile. Privacy and confidentiality are major concerns for both clients and staff in luxury estate management. Every data point—utility bills, car titles, reservations—can be a vulnerability for high-profile individuals. The “circle of trust” must be carefully managed to balance service and privacy.QUOTES“We're serving individuals in their homes, and it's a very close, personable working relationship.” “Security risk is a spectrum. You have to understand what you can do internally, externally, and when it's right to bring in somebody full-time.” “Every single data point that you put your name on is ultimately a weak point for threat mitigation.” “You don't get to make your dinner reservations in your last name anymore. The world is too rich in data.” “Protective intelligence—that's the new era of security.”Get to know more about Jennifer Laurence through the links below.https://www.linkedin.com/in/jenniferlaurence/To hear more episodes of The Fearless Mindset podcast, you can go to https://the-fearless-mindset.simplecast.com/ or listen to major podcasting platforms such as Apple, Google Podcasts, Spotify, etc. You can also subscribe to the Fearless Mindset YouTube Channel to watch episodes on video.

Jul 21, 2025 – Explore high-net-worth dividend strategies in this special episode of Lifetime Planning, designed for experienced investors and financial professionals. Host Jim Puplava discusses recent tax law changes affecting portfolio...

Justin Bass, Senior Wealth Manager and Managing Director of MAI Capital Management, has spent the last three decades as an advisor for athletes and sports business professionals. We sat down with Justin to understand his approach to working with a unique client niche, and learn how he draws on both his passion for sports and knowledge of financial planning to offer targeted expertise to clients.

Are you struggling to connect with major donors and secure those game-changing gifts for your nonprofit? In this episode, I sit down with Ellen Christine Ruiters, a nonprofit leadership and fundraising consultant who has helped great causes raise over a billion dollars globally. Ellen shares her insights on building authentic relationships with high-net-worth donors and creating a strategic approach to major gift fundraising. Shifting the Mindset: From Asking to Partnering Ellen emphasizes the importance of viewing major donors as strategic partners rather than simply sources of funding. We explore: - Why today's donors want to be heard, understood, and involved in problem-solving - The power of engagement design in creating meaningful donor experiences - How to balance donor input with maintaining your organization's mission and direction Practical Strategies for Cultivating Major Gifts Discover actionable advice for nurturing relationships with potential major donors: - How to identify and engage with donors who are ready to increase their giving - The art of asking thoughtful questions and truly listening to donor motivations - Creating personalized stewardship plans that respect donors' preferences Leveraging Donor Insights for Organizational Growth Ellen shares a brilliant strategy for involving donors in your nonprofit's development: - How to conduct donor interviews that provide valuable feedback and insights - Using donor input to shape your organization's growth strategy - Turning engaged supporters into potential board members and major gift donors Whether you're new to major gift fundraising or looking to refine your approach, this conversation offers valuable insights to help you build stronger, more authentic relationships with your top supporters. Want to skip ahead? Here are some key takeaways: 06:28 Crafting Effective Donor Conversations Learn how to ask the right questions and truly listen to donor motivations, creating a foundation for meaningful partnerships. 19:38 Personalizing Donor Engagement Discover strategies for tailoring your approach to each donor's preferences and communication style. 30:47 Turning Donor Feedback into Action Explore Ellen's powerful technique for using donor insights to shape your organization's growth strategy and cultivate deeper commitment. Don't miss this opportunity to transform your approach to major gift fundraising and create lasting partnerships with your most impactful supporters. Resources One:One and Team coaching. Join my MasterMind Group. Listeners can have FREE access to my course. The Thriving Nonprofit Leader: https://theideallife.com/the-thriving-nonprofit-leader/ Ellen Christine Ruiters Ellen Christine understands the challenges of nonprofit leadership because she's been there. A nonprofit founder turned leadership and fundraising consultant, she has helped great causes raise over $1 billion globally. Through culture-building, high-net-worth donor strategies, and impactful storytelling, Ellen empowers nonprofits and their leaders to thrive. Her program, The Thriving Nonprofit Leader, helps organizations and their teams rediscover joy in their work while attracting more high-impact donors. Learn more at TheThrivingNonprofitLeader.com https://www.linkedin.com/in/ellen-christine-ruiters/ Connect with us on LinkedIn: https://www.linkedin.com/company/the-first-click Learn more about The First Click: https://thefirstclick.net Schedule a Digital Marketing Therapy Session: https://thefirstclick.net/officehours

In this explosive episode, commercial real estate legends Bob Knakal and Rod Santomassimo reveal the counterintuitive strategies that transformed their careers — from cold-calling for years to making bold moves during market downturns. Learn how top brokers think differently and create systems that generate consistent success. Key TakeawaysPersistence pays off – Consistent and strategic follow-ups can lead to a $179 million deal.Coaching multiplies success – Top performers invest in coaching, recognizing that an external perspective and structured guidance can unlock millions in potential earnings.Long-term thinking wins – Prioritize strategic, patient decision-making over quick transactions, viewing each move as part of a broader career and wealth-building strategy.Don't miss these game-changing insights that could redefine your approach to real estate!Timestamps0:00 Whitney introduces Rod and Bob1:47 Long-term decision making2:54 The elite broker mindset3:49 Vetting brokers for High Net Worth families8:26 Building effective relationships10:22 Selling vs. listing buildings12:01 Strategy to win over clients13:30 Harry Macklowe and the $179 million sale 16:57 The importance of systems to brokers18:28 Leveraging AI20:17 Overcoming market challenges24:51 The secret to success32:04 Personal success metrics35:08 Main contributor to success36:26 Final thoughts and contact infoVISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow