Podcasts about ultra high net worth

THIS IS NOT A NORMAL EPISODE. THIS IS A BLUE PRINT FOR HYPER SUCCESS Guest: Richard C. Wilson, Founder & CEO of Family Office Club Host: Andy Murphy, Neuro-Performance Fixer | Hedge Fund Manager | Host of Neuro-Performance Podcast What happens when the #1 global authority on family offices meets the Fixer trusted by the world's top decision-makers? In this rare insider conversation, Richard C. Wilson—founder of Family Office Club, CEO of Billionaires.com, and advisor to over 1000+ ultra-wealthy families—joins Andy Murphy for a deep dive into billionaire psychology, peak decision-making, and the hidden mental frameworks that shape the world's elite. You'll discover how billionaires protect influence, simplify complex decisions, and operate with strategic clarity in high-stakes environments. This episode is a masterclass in wealth, mindset, and subconscious strategy for founders, capital allocators, and next-gen leaders. Watch the Full Episode Here on Youtube: https://youtu.be/IPbcEEEjT5M?si=dVfZ2uY80hMRxseA

This CEO Built a $7B Money Management Firm By Building Relationships with Ultra High Net Worth Investors $50M And AboveGuestJack Ginter, Chief Executive Officer, Partner Callan Family Office (AUM: $7B)Website:https://callanfamilyoffice.com/Bio:Having extensive experience that extends across ultra-high-net-worth wealth management and corporate banking, Jack Ginter is responsible for the firm's overall growth and management, with a focus on optimizing the client experience and delivering exceptional client service. He takes a leading role in fostering strategic relationships, business development, and team building. At Callan Family Office, Jack builds on his three-decade career of creating and building complex businesses.Prior to Callan Family Office, Jack served as president at Abbot Downing, Wells Fargo's ultra-high-net-worth business, where he oversaw the merger of legacy family office businesses, which ultimately accounted for more than $50 billion in assets under management. He also served as interim head of The Private Bank at Wells Fargo in 2021.In 2008, Jack joined Calibre, Wachovia's ultra-high-net-worth management business and a predecessor bank of Wells Fargo, where he served as the regional managing director in Philadelphia. Earlier in his career, he worked as the city executive for U.S. Trust in Philadelphia.Jack graduated from Saint Joseph's University in Philadelphia with a bachelor's degree in finance. He serves as vice chair of the board of directors for the Zoological Society of Philadelphia and was previously an executive advisor to the Wells Fargo Women's Team Member Network.

Sylvia Yu Friedman, an award winning author, keynote speaker, tv host, journalist and advisor to ultra high net worth families, discusses two major pivotal moments in her life - her near death experience investigating the human trafficking underworld, and her divorce. Both of the experiences led her to to deep inner work, develop more empathy and compassion, and find her true purpose in life of helping marginalised and exploited people.Sylvia mentioned that her new book "Fearless" is being released on October 29th. She has been busy promoting the book and is planning a series of launch events and speaking engagements to share its message of empowering women to overcome fears and reach their full potential.She further shares how growing up as a Korean-Canadian was challenging, asa she felt like she didn't fully belong in either culture. This experience of being "in the middle" actually became a superpower, helping her develop strong communication and cross-cultural skills.Sylvia's interest in the issue of human trafficking and forced prostitution was sparked at a young age when she learned about the experiences of Korean "comfort woman" during WWII. This led her to dedicate much of her career to investigating and exposing these atrocities, and advocating for survivors.To manage the intensity of her work and busy schedule, Sylvia shared that she relies on self-care practices like massage, exercise, and spending time in nature. She also finds great joy and energy from being around positive, encouraging people and having fun, even amidst difficult work.###Exciting news on my front: Season 4 is supported by the iconic Danish shirt brand BRITT SISSECKPlease use my code SHIFTHAPPENS at checkout for 20% off your first purchase.*Valid on full price items only.###To learn more about my guest, please visit her social media pages and websites:LinkeIn: Sylvia's ProfileInstagram: @sylviamatt.yfWebsite: Sylvia Yu Friedman  Book: Fearless by Penguin Random House SEATo learn more about SHIFT HAPPENS, click here To learn more about Claudia's business Curated Conversations and her Salons in New York, Zurich and Berlin, click hereYou can also connect with Claudia on Instagram @shifthappens.podcast and LinkedIn at ClaudiaMahlerNYCThis podcast is created, produced and hosted by Claudia Mahler.Social Media support Magdalena Reckendrees 

In this Episode of A Modern Nonprofit Podcast, Tosha Anderson is joined for a second time by Paul Morris of Auxilia. Paul is the Executive Fundraising Coach at Auxilia, and in this episode discusses the connection between fundraising and finance. Too often, nonprofits view these two functions as competing. Either we're focusing on big dreams and fundraising, or we're tightening up and focusing on budget. But the truth is, you need both functions working hand in hand to truly thrive. Find out more about Paul and Auxilia: https://www.theauxilia.com/ https://www.linkedin.com/in/paulfmorrisore/ What to watch next… Episode 93: Paul's first appearance: https://www.youtube.com/watch?v=rP8CVHeaxBo&feature=youtu.be Episode 99: Ultra High Net Worth fundraising tips: https://www.youtube.com/watch?v=nL-TbFOzm3U&feature=youtu.be What's new on our website? Human-Centered Nonprofit Leadership: https://thecharitycfo.com/balancing-mission-with-human-centered-leadership/ Follow Us Online Stay connected and get more exclusive content on: Website: www.thecharitycfo.com Instagram: @thecharitycfo Facebook: https://www.facebook.com/thecharitycfo LinkedIn: https://www.linkedin.com/company/the-charity-cfo-llc/posts/?feedView=all TikTok: @thecharitycfo Spotify: https://open.spotify.com/show/6hofQXPCxiPZuZy3OecW8y Apple Music: https://podcasts.apple.com/us/podcast/a-modern-nonprofit-podcast/id1542301310 Get Involved Subscribe for more videos: Don't forget to hit the bell icon so you never miss a video! About The Charity CFO We are an accounting partner that truly understands nonprofits. We know the missions that drive you, the obstacles that challenge you, and the dedication your job demands. We “get” nonprofits, because nonprofits are all that we do. If you need help with your accounting and bookkeeping, let's talk. Book a FREE consultation here: https://thecharitycfo.com/contact/

Episode 071: Building a thriving business is about playing the long game—prioritizing sustainable value creation over fleeting, short-term wins. Organic growth strategies lie at the heart of this approach, leveraging the power of client referrals, collaborative partnerships, and the ability to craft compelling stories that resonate with clients. For advisors aiming to attract ultra-high-net-worth clients, focus on telling, not selling, and offer genuine value without the pressure of asking for referrals. In this episode, Kyle Van Pelt talks with Jonathan Foster, President adn CEO of Angeles Wealth Management. Jonathan is a senior leadership executive with experience in all three major wealth management channels: wirehouse, registered investment advisory, and independent representative marketplaces.  Kyle and Jonathan discuss the strategies and philosophies that drive long-term success in the RIA space. Jonathan shares the three ways to grow organically, how to attract ultra-high-net-worth clients, and the importance of long-term value creation. He also dives into the key factors driving RIA's valuation and the challenges of democratizing alternative investments. In this episode: [02:34] - Jonathan's money moment [03:54] - Founding Angeles Wealth Management [12:27] - Three ways to grow organically [15:44] - How to attract ultra-high-net-worth clients [18:19] - The importance of long-term value creation [22:31] - Leadership's role in nurturing team members' well-being and growth [26:06] - The challenges and rewards of entrepreneurship [27:47] - Key factors that drive the valuation of an RIA [30:38] - Flexibility and adaptability in business planning [36:16] - The future of the financial services industry [36:29] - Democratizing access to high-quality private investment [40:57] - John's Milemarker Minute Key Takeaways Building a successful business prioritizes long-term value creation over short-term gains. Organic growth strategies include referrals from happy clients, collaboration with colleagues, and hiring skilled storytellers. When attracting ultra-high-net-worth clients, it's important to "tell, don't sell" and focus on providing value rather than asking for referrals. Quotes [12:57] - "There are three ways that we've identified that could organically grow the business. The first is getting referrals from happy clients. The second one is being a good colleague with our sister company. The third way is hiring a good storyteller." ~Jonathan Foster [26:12] - "People always talk about the wins. They don't talk about the ones that didn't work. What you don't want to do is spend five or 10 years of your life on a bad idea." ~ Jonathan Foster [28:30] - "What makes a business valuable to own or valuable to sell is organic growth, high-quality people, and a high-quality process." ~ Jonathan Foster Links  Jonathan Foster on LinkedIn Angeles Investments E*Trade A Sense of Freedom Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

Send us a textOn this episode I'm joined by Anne Bucciarelli, a Director in Bernstein's Wealth Strategies Group, who focuses on Family Engagement within the Ultra-High Net Worth space. Anne and I discuss her team's recently released research piece "Wealth Beyond Measure". The research sits at the intersection of wealth, business, and family. Anne's team interviewed families with net worths ranging from $100 million to $4 billion. On the podcast, we review the research and learn the top concerns for these families and discuss key insights learned from the interviews.With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should 

Grab some coffee and get comfortable because you do not want to miss any of this episode of A Modern Nonprofit Podcast. In this episode, host Tosha Anderson speaks with Andy Johnston of Building Impact Partners and author of "Money with Meaning: How to Create Joy and Impact Through Philanthropy." They discuss a wide range of topics around ultra high net worth individuals, and how to engage them as potential donors. But there is a lot more to it than you might think at a glance. Some of what is touched on in this episode: The breathtaking statistics around the amount of wealth these individuals have The opportunities and challenges in engaging with UHNWIs Strategies for engaging UHNWIs for philanthropy Tips for donors and nonprofits You don't want to miss it: To learn more about Alex and Building Impact Partners you can check them out at the links below: Website: https://buildingimpactpartners.com/ Alex's Book: https://www.amazon.com/Money-Meaning-... LinkedIn:   / buildingimpactpartners   Alex's LinkedIn:   / alex-johnston-buildingimpact   And for all episodes of A Modern Nonprofit Podcast, you can subscribe to our Youtube channel here:    / @thecharitycfo  

Have you ever felt the pressure to fit into a certain mold, only to realize that true success comes from embracing your authentic self?  In this episode, we're talking with Ramiro Higuera about how embracing openness and curiosity fuels authenticity in professional and personal environments.  Ramiro Higuera is a Vice President and Regional Consultant for State Street Global Advisors SPDR, overseeing sales and relationships in the Western US for the Registered Investment Advisor (RIA) Channel. A 17-year industry veteran, he started at Vanguard, focusing on Ultra High Net Worth sales and helping launch the Robo-Advisor "Personal Advisor Services." He began his career in 2014 as an internal sales rep at Cole Capital and later became an external wholesaler at Northern Trust. Since moving to Bellevue, WA, Ramiro is active in community service, launching the Pacific chapter of Women in ETFs and serving on the board of CFA Society Seattle as Director of Educational Programming. He is also a board member for the Community Foundation of Snohomish County. An outdoor enthusiast, Ramiro enjoys running, hiking, kayaking, cycling, and golfing. He lives in Bellevue, WA with his wife and three children. Kristine Delano guides the conversation on how authenticity can drive confidence and build genuine connections.  Follow on Instagram kristine.delano.writer  Visit www.womeninetfs.com to find additional support in the ETF industry.  Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Dan Nitowsky, Chair of TIGER 21 Cleveland.Dan, like me is a native New Yorker who has made Cleveland his home & has spent 30 years here in Cleveland as a highly accomplished executive with a proven history of success in distribution and manufacturing, with leadership roles in the Electrical Distribution industry —  where expanded Mars Electric from one single location to 11 locations through Northeast Ohio and grew sales from under $10 million to over $53 million. This was all prior to his work in peer-group leadership, where his expertise led him to be a Peer Advisory Group Chair for Vistage Worldwide — one of the world's largest executive coaching organizations for small and mid-sized businesses — in addition to his current work as the inaugural Chair for TIGER 21's Cleveland Chapter.TIGER 21 is the premier peer membership organization for ultra-high-net-worth individuals. The organization has over 1,400 members with over $20 million in investable assets, respectively, across over 50 cities worldwide, and it has more than $160 billion in personal assets collectively.In his role as a Chair for TIGER 21 in this inaugural Cleveland Chapter, Dan facilitates a trusted and confidential community of entrepreneurs here that provides Members with their board of directors and helps facilitate learning and conversation for those who are motivated to grow and protect their wealth while building a lasting legacy.In our conversation, we explore what professional peer groups even are, the unique challenges that come after a major financial liquidity event, solutions for a balanced life, what kind of thought is afforded to legacy, how to instill good grounded values into your children with extraordinary family wealth, insights around wealth preservation, and many more esoteric topics discussed by TIGER 21 members.This is a fascinating discussion behind the scenes of what can transpire for those on the other side of entrepreneurial success and wealth-----LINKS:https://tiger21.com/locations/cleveland/https://www.linkedin.com/in/dnitowsky/-----SPONSORS: John Carroll University Boler College of Business || Impact Architects & NinetyJohn Carroll University Boler College of Business: https://business.jcu.edu/ As we've heard time and time again from entrepreneurs on Lay of The Land — many of whom are proud alumni of John Carroll University —  success in this ever-changing world of business requires a dynamic and innovative mindset, deep understanding of emerging technology and systems, strong ethics, leadership prowess, acute business acumen… all qualities nurtured through the Boler College of Business!With 4 different MBA programs of study — spanning Professional, Online, Hybrid, and 1-Year-Flexible — The Boler College of Business provides flexible timelines and various class structures for each MBA Track — including online, in-person, hybrid and asynchronous — to offer the most effective options for you, in addition to the ability to participate in an elective International Study Tour, providing unparalleled opportunities to expand your global business knowledge by networking with local companies overseas and experiencing a new culture.The career impact of a Boler MBA is formative and will help prepare you for this future of business and get more out of your career. To learn more about John Carroll University's Boler MBA programs, please go to business.jcu.eduThe Boler College of Business is fully accredited by AACSB International, the highest accreditation a College of Business can have.Impact Architects & NinetyLay of The Land is brought to you by Ninety. As a Lay of The Land listener, you can leverage a free trial with Ninety, the platform that helps teams build great companies and the only officially licensed software for EOS® — used by over 7,000 companies and 100,000 users!This episode is brought to you by Impact Architects. As we share the stories of entrepreneurs building incredible organizations throughout NEO, Impact Architects helps those leaders — many of whom we've heard from as guests on Lay of The Land — realize their visions and build great organizations. I believe in Impact Architects and the people behind it so much, that I have actually joined them personally in their mission to help leaders gain focus, align together, and thrive by doing what they love! As a listener, you can sit down for a free consultation with Impact Architects by visiting ia.layoftheland.fm!-----Stay up to date by signing up for Lay of The Land's weekly newsletter — sign up here.Past guests include Justin Bibb (Mayor of Cleveland), Pat Conway (Great Lakes Brewing), Steve Potash (OverDrive), Umberto P. Fedeli (The Fedeli Group), Lila Mills (Signal Cleveland), Stewart Kohl (The Riverside Company), Mitch Kroll (Findaway — Acquired by Spotify), and many more.Connect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Jeffrey Stern on X @sternJefe — https://twitter.com/sternjefeFollow Lay of The Land on X @podlayofthelandhttps://www.jeffreys.page/

What would your business (and life) look like if you started working with ultra-wealthy clients ranging from $40 to $100 million?  Working with ultra-wealthy clients can be more complex than “merely” high-net-worth clients. These individuals have distinct needs, expectations, and concerns that require a specialized approach from financial advisors, planners, and wealth managers.  In this … Continue reading The Keys to Courting Ultra High Net Worth Wealth Management Clients with David Kirshenbaum →

Imagine a startup that doesn't fit the usual mold—one that manages over $100B in assets with a team of nearly 600 employees. This is the incredible story of Matthew Fleissig and Pathstone, a company that has experienced tremendous growth and continues to innovate in the world of finance. Pathstone has attracted funding from top-tier investors like Kelso & Company and Lovell Minnick Partners.

Imagine a startup that doesn't fit the usual mold—one that manages over $100B in assets with a team of nearly 600 employees. This is the incredible story of Matthew Fleissig and Pathstone, a company that has experienced tremendous growth and continues to innovate in the world of finance.

Delve into the financial intricacies and planning for professional athletes and ultra-high net worth individuals with guest Michael Bapis, a managing director at Rockefeller Capital Management. They explore the importance of endorsements, LLCs, and adapting to the changing landscape influenced by NIL and social media. The discussion covers the crucial role of relationships and trust in managing wealth, the significance of diversification in investment portfolios, and the challenges athletes face when transitioning out of their sports careers. Additionally, they touch upon tax strategies, asset protection, and the necessity of early financial education. The episode provides valuable insights and strategies for managing and growing wealth, emphasizing the importance of having a solid financial plan and a team of trusted advisors.   Episode Highlights: 05:25 Building Trust and Relationships in Wealth Management 11:30 The Challenges and Misconceptions of Managing Wealth for Athletes and Entertainers 19:41 Leveraging Personal Brands for Financial Success 20:40 Brand Strategy for Athletes and Entertainers 21:25 Emerging Trends in Sports and Entertainment 22:04 Navigating Financial Planning and Estate Taxes 24:51 Managing Sudden Windfalls: Financial Strategies for Athletes 25:55 The Importance of Structured Loans and Debt Management 27:03 Empowering Financial Literacy and Education 30:52 Risk Management and Asset Protection for High Profile Clients   Michael Bapis, Managing Director with Vios Advisors at Rockefeller Capital Management, brings over 20 years of wealth management and private banking to his clients, working with many professional athletes and ultra-high net worth to create financial portfolios that align with long-term goals and optimize their wealth. Michael is a registered NFLPA Financial Advisor and is considered a thought leader in the financial services industry, having regularly appeared on CNBC's Trading Nation and Worldwide Exchange, TD Ameritrade, Bloomberg TV and Yahoo Finance as well as quoted in CNNmoney.com, CNBC.com, Reuters, Financial Planning and Investment News.Connect with Michael: Vios Advisors at Rockefeller Capital Management: https://www.rockco.com/vios-advisors/ Vios Advisors LinkedIn: https://www.linkedin.com/in/vios-advisors-at-rockefeller-capital-management-419027134/ Michael Bapis: LinkedIn: https://www.linkedin.com/in/michael-bapis-23a93127/ Vios Advisors Instagram: https://www.instagram.com/rockefellervios/     Don't just listen to the podcast, it's time to take action and dominate your game!  

Are you ready to dive into the world of proactive and comprehensive wealth management designed to help ultra-high-net-worth individuals achieve exponential results? In this episode, Sean Clark speaks with Derek Myron, founder, CEO, and managing director of Centura Wealth Advisory (Centura), about the innovative Liberated Wealth® process. Discover the five-step journey Centura's clients embark on, … Read More Read More

Learn how the UHNW (ultra-high-net-worth) individuals invest into different asset classes with Andrew Sarna, VP of Investments at Forthlane Partners. You can follow his work through his daily note here: https://offthecharts.substack.com/Andrew has spent the last 5 years building out the Forthlane investment platform. He has experience across asset classes and building Canadian Pension Plan style portfolios for UHNW clients. He has led multiple investments including Private Equity co-investments, Credit managers, Absolute Return managers, etc. Prior to joining Forthlane, Andrew began his career at the Kraft Heinz Company under 3G Capital, where he was the finance lead in Canada for logistics, supply chain losses and working capital. Andrew is a CFA Charterholder, holds an HBA from the Ivey Business School, and a Bachelor of Engineering Science with a specialization in Integrated Engineering from Western University. He graduated from both programs with Honours. He's also the creator of one of my favourite ways to keep a pulse on the market, a daily newsletter called Off the Charts. Globe and Mail Article:https://archive.ph/AOXdY#selection-2067.0-2067.106 Andrew Henderson with Rick Rubin:https://podcasts.apple.com/us/podcast/andrew-henderson/id1671669052?i=1000619346243

Podcast: Ultra High Net Worth Clients with Chris Brodhead (LS 34 · TOP 5% what is this?)Episode: #15 The Art Of Serving Ultra High Net Worth Clients w/ Chad Willardson, President, Pacific CapitalPub date: 2023-11-17Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Chad Willardson (https://www.chadwillardson.com/) is the founder and president of Pacific Capital. Before founding Pacific Capital, Chad dedicated nine years to Merrill Lynch Wealth Management, where he not only climbed the ranks to Senior Vice President but also found himself recognized in the top 2% nationally. Chad is a graduate of Harvard Business School of Executive Education, Brigham Young University, and the author of three best-selling books. In today's episode, Chris and Chad talk about: How he got his start in the financial industry The art of landing high net-worth clients Financial skills we should be teaching our children Being authentic as an advisor Websites: https://pacificcapital.com/ https://www.chadwillardson.com/ LinkedIn: https://www.linkedin.com/in/chadwillardson/ Instagram: https://www.instagram.com/chad.willardson/ Podcast: https://podcasts.apple.com/us/podcast/smart-money-parenting-audio-edition/id1661833356 Chad's Books: Smart Not Spoiled: https://www.amazon.com/Smart-Not-Spoiled-Skills-Leaving-ebook/dp/B09DRLLZYM Stress-Free Money: https://www.amazon.com/gp/product/B08J3MS95R/ref=dbs_a_def_rwt_bibl_vppi_i1 Beyond the Money: https://www.amazon.com/gp/product/B0BH9K82NV/ref=dbs_a_def_rwt_bibl_vppi_i0 ----------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.The podcast and artwork embedded on this page are from Chris Brodhead, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Ultra High Net Worth Clients with Chris Brodhead (LS 34 · TOP 5% what is this?)Episode: #15 The Art Of Serving Ultra High Net Worth Clients w/ Chad Willardson, President, Pacific CapitalPub date: 2023-11-17Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Chad Willardson (https://www.chadwillardson.com/) is the founder and president of Pacific Capital. Before founding Pacific Capital, Chad dedicated nine years to Merrill Lynch Wealth Management, where he not only climbed the ranks to Senior Vice President but also found himself recognized in the top 2% nationally. Chad is a graduate of Harvard Business School of Executive Education, Brigham Young University, and the author of three best-selling books. In today's episode, Chris and Chad talk about: How he got his start in the financial industry The art of landing high net-worth clients Financial skills we should be teaching our children Being authentic as an advisor Websites: https://pacificcapital.com/ https://www.chadwillardson.com/ LinkedIn: https://www.linkedin.com/in/chadwillardson/ Instagram: https://www.instagram.com/chad.willardson/ Podcast: https://podcasts.apple.com/us/podcast/smart-money-parenting-audio-edition/id1661833356 Chad's Books: Smart Not Spoiled: https://www.amazon.com/Smart-Not-Spoiled-Skills-Leaving-ebook/dp/B09DRLLZYM Stress-Free Money: https://www.amazon.com/gp/product/B08J3MS95R/ref=dbs_a_def_rwt_bibl_vppi_i1 Beyond the Money: https://www.amazon.com/gp/product/B0BH9K82NV/ref=dbs_a_def_rwt_bibl_vppi_i0 ----------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.The podcast and artwork embedded on this page are from Chris Brodhead, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Chad Willardson (https://www.chadwillardson.com/) is the founder and president of Pacific Capital. Before founding Pacific Capital, Chad dedicated nine years to Merrill Lynch Wealth Management, where he not only climbed the ranks to Senior Vice President but also found himself recognized in the top 2% nationally. Chad is a graduate of Harvard Business School of Executive Education, Brigham Young University, and the author of three best-selling books. In today's episode, Chris and Chad talk about: How he got his start in the financial industry The art of landing high net-worth clients Financial skills we should be teaching our children Being authentic as an advisor Websites: https://pacificcapital.com/ https://www.chadwillardson.com/ LinkedIn: https://www.linkedin.com/in/chadwillardson/ Instagram: https://www.instagram.com/chad.willardson/ Podcast: https://podcasts.apple.com/us/podcast/smart-money-parenting-audio-edition/id1661833356 Chad's Books: Smart Not Spoiled: https://www.amazon.com/Smart-Not-Spoiled-Skills-Leaving-ebook/dp/B09DRLLZYM Stress-Free Money: https://www.amazon.com/gp/product/B08J3MS95R/ref=dbs_a_def_rwt_bibl_vppi_i1 Beyond the Money: https://www.amazon.com/gp/product/B0BH9K82NV/ref=dbs_a_def_rwt_bibl_vppi_i0 ----------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Join Em as she interviews Shayla Locklear about wealth psychology and coaching for the ultra-rich. They delve into the challenges and misconceptions surrounding wealth, highlighting the importance of emotional well-being, no matter how much money you have. Emily June Wilcox is a Multi 7-Figure CEO, Money Healer, and Business Mentor. She helps women entrepreneurs build their fempires and walk the joyous path to millions. Shayla Locklear is a Wealth Psychology and High Performance Coach to UHNW individuals and families. Her expertise lies in skillfully navigating the non-financial challenges that accompany remarkable achievements, wealth/the transfer of wealth, and affluence. Connect with Shayla: Website: www.theshaylalocklear.comIG: @‌ShaylaUnlmtdLinkedIn: https://www.linkedin.com/in/shaylalocklear Work with Emily June: Website: https://explore.emilywilcox.com/ Facebook: www.facebook.com/emilyjwilcox1/ Instagram: https://www.instagram.com/em.makes.money/ Free Money Wounds Quiz: https://www.emilywilcox.com/quiz Send a DM to inquire about open coaching & masterminds or go to: https://explore.emilywilcox.com/ Join Wealthy & Woo Club for just $7/month: https://go.emilywilcox.com/wealthy-woo-club/

In Episode 10 of the Inspired Money Podcast's live stream series, “Money Talks: Conversations on Wealth and Legacy,” hosted by Andy Wang and produced by Bradley Jon Eaglefeather. In this episode, we journey into the labyrinthine world of wealth and legacy. Guiding us through this transformative odyssey are our distinguished panelists—Daniele Bolelli, Dr. John Demartini, Caleb Silver, and Heather Winslow-Walker—who serve as the oracles of ethical wealth management and generational impact. LEp 10: Inspired Money Live – Money Talks: Conversations on Wealth and Legacy   Overview In Episode 10, “Money Talks: Conversations on Wealth and Legacy,” we transcend the boundaries of mere financial discussions. We delve into the multi-dimensional aspects of wealth, exploring its ethical, social, and generational implications. Segments Segment 1: Wealth as a Multidimensional Construct: Ethical Alignment and Societal Impact Wealth is not merely a number; it's a force that can be harnessed for the greater good. This segment explores the ethical alignment and societal impact of wealth, challenging us to consider its purpose beyond accumulation. Segment 2: Legacy Wealth Management: A Comprehensive Guide to Multi-Generational Financial Success Discover the intricate choreography between financial figures and human connection. This segment delves into the art of legacy wealth management, emphasizing that your financial legacy is not just about the money but the impact you leave behind. Segment 3: Crafting Generational Legacies: A Comprehensive Guide to Estate Planning, Trusts, and Philanthropy Learn how to craft a lasting legacy through estate planning, trusts, and philanthropy. This segment serves as a comprehensive guide to ensuring that your wealth serves as a catalyst for positive change for generations to come. Segment 4: Guardians of Legacy: Navigating Family Wealth and Ethical Footprints Family legacy is a living entity that shapes our core identity. This segment navigates the labyrinth of family wealth management, urging you to become a guardian of your family's ethical footprint. Segment 5: Ethical Wealth Management: Navigating Philanthropy, Social Responsibility, and Legacy Explore the ethical obligations that come with wealth, from philanthropy to social responsibility. This segment challenges you to make choices today that will become the history lessons for future generations. Guest Profiles: Dr. John Demartini: A luminary in human behavior, Dr. Demartini is the founder of the Demartini Institute and the creator of the Demartini Method. His international best-sellers and documentaries have made him a household name in personal development. Caleb Silver: The Editor-in-Chief of Investopedia, Caleb is a media maestro with over two decades of experience. From wildlife documentaries to business news, his journey has been as diverse as it has been impactful. Heather Winslow-Walker: A veteran in legacy planning, Heather specializes in assisting Ultra-High-Net-Worth families with complex wealth transfer. Her unique blend of psychology, business, and education makes her an invaluable guide in the realm of legacy planning. Daniele Bolelli: An Italian-born writer and martial artist, Daniele is a professor based in Los Angeles. Known for his book “On the Warrior's Path,” he is a fifth-degree black belt in kung fu san soo and a podcaster of repute. Guest Links: Dr. John Demartini: https://drdemartini.com/ Caleb Silver: https://investopedia.com/contributors/54471/ Daniele Bolelli: https://historyonfirepodcast.com/ Heather Winslow-Walker: https://www.vanguard.com 

Welcome to this special episode of the podcast! Today, we have a unique opportunity to share a book with you that we helped our client write and publish, including creating the audiobook. We are incredibly proud of this achievement and see it as a testament to the power of short books to attract your ideal clients."The Due Diligence Project: How Open Source, Peer-Reviewed Due Diligence is Supercharging Elite CPA Firms and Family Officers While Disrupting a Multi-Trillion Dollar Industry" by Alex Sonkin, read by Tony Maree Torrey.This audiobook is dedicated to all the hardworking CPAs who are passionate about delivering maximum value to their most important clients. It explores the concept of due diligence in advanced tax planning and how it can be a game-changer for CPA firms seeking to elevate their services to the ultra-high net worth market. Throughout the audiobook, you will discover the importance of focusing on ultra high net worth clients, how to differentiate yourself in a competitive industry, and the value of depth over width. It provides actionable strategies and insights from a community of over 500 independent CPA firms and virtual family officers who are optimizing tax benefits for their wealthy clients.The audiobook also touches on the power of open source peer review and how platforms like the Due Diligence Project are reshaping the financial world. It emphasizes the need for CPAs to adapt to a changing landscape and equip themselves with the tools and knowledge to navigate this new terrain.Whether you're a CPA looking to attract high net worth clients, or simply interested in how due diligence is transforming the financial industry, this audiobook provides valuable insights and strategies. So sit back, relax, and let's dive into "The Due Diligence Project: How Open Source, Peer-Reviewed Due Diligence is Supercharging Elite CPA Firms and Family Officers While Disrupting a Multi-Trillion Dollar Industry."About the Author: Alex Sonkinhttps://duediligenceproject.com/https://www.linkedin.com/in/alexsonkin/About Your Host:  Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.As the author of three books, including The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients, and Million Dollar Producer: The Secret Playbook For Financial Professional's To Land High-Value Clients Using LinkedIn, Paul has become a leading authority for financial professionals on using writing and LinkedIn to attract high-value clientsYou can get a complimentary copy of Paul's book at: www.theshortbookformula.comSupport the show

Regular listeners of the show will be familiar with all of my guests on this weeks show. I am joined by Jim Grubman, Denis Jaffe and Kristin Keffeler as they discuss their new book - Wealth 3.0 - The Future of Family Wealth Advising. In this episode we cover some of the key areas of focus within the book and what it means for families of wealth and in particular those that advise them. This episode is a special collaborative episode with The Ultra High Net Worth Institute in preparation for the launch of their very own podcast later this year. I will keep you all updated on that as and when we approach release date. If you are unfamiliar with the the work that the Institute does I highly recommend that you check out their website: https://www.uhnwinstitute.org/All four of the speakers on the show are involved in the Institute and we are all very strong advocates for the thought leadership that comes from the Institute, the events that they run and the opportunity for individuals or firms across the globe to contribute to the future of wealth advising for UHNW families. Support the ShowThe podcast is entirely self-funded by me. I am not looking for sympathy as it is something that I love to do and I have a passion for providing great content for family businesses across the world. Some listeners have asked for ways in which they can support the show, be that through reviews, sharing with friends or a donation. As such I have set up a page that outlines all the ways that you can support what I am doing. www.fambizpodcast.com/support Work With Russ If what I have spoken about in the show resonates and you want to discuss how I can help you and your family business drop me an email: russ@familybusinesspartnership.com or head over to www.familybusinesspartnership.com Sign up to the Newsletter You can get podcasts, videos and blogs delivered directly to your inbox by signing up to the newsletter. Head over to www.fambizpodcast.com and sign up now

Wealth isn't just about numbers; it's a holistic thing that has physical, mental, emotional, and spiritual aspects. No matter how wealthy someone is, they still need help… and it's not about the “end-all-be-all” investment strategy, like you might think. To be the best advisor you can possibly be, it's essential for you to treat your clients' wealth with the nuance it deserves and using an innovative framework will help you do this. My guest this week, Bret Magpiong is a seasoned industry veteran who has earned accolades on the Forbes 400 and Fortune 500 listings as a C-level executive across various firms, and he teaches an innovative approach to crafting wealth in a manner that transcends the transactional, sales-oriented approach, steering clear of pushy techniques and mere networking events.  Bret developed a framework that has brought incredible value to ultra high net worth clients, and he has helped advisors use it to do the same.  Key takeaways from our conversation include: How to use a proven framework to bring more value to clients Understanding the relational aspects of wealth, including the impact of wealth on children How diving into the many dimensions of wealth (including physical, mental, and spiritual) can help you convert higher net worth clients easily The importance of understanding a client's purpose to effectively construct and manage portfolios How displaying a genuine interest in your client's passions can foster a bond and allow you to bring even more value Connect with Bret Magpiong: Website: https://unbeatablemind.com/coach-bret-magpiong/ Twitter: https://twitter.com/bretmagpiong LinkedIn: https://www.linkedin.com/in/bret-magpiong-ab9b2134/ Get the book here: https://www.deltatheorem.com Connect with Robyn Crane Website: https://robyncrane.com/ Facebook: https://www.facebook.com/bizgrowth4women LinkedIn: https://www.linkedin.com/company/robyn-crane-inc. YouTube: https://www.youtube.com/c/RobynCrane Instagram: https://www.instagram.com/robyncrane/?hl=en Learn more about your ad choices. Visit megaphone.fm/adchoices

Lori Van Dusen is the CEO of LVW Advisors, an independent RIA based out of New York state that oversees more than $2 billion in assets under management for over 450 small-to-mid-sized institutions and ultra-high-net-worth households. Lori's unique niche lies in her multi-decade expertise in handling the complexities of investment issues faced by small-to-mid-sized institutions and ultra-high-net-worth families, which she leverages to differentiate her RIA focused on serious investing. Listen in as Lori shares her journey to amassing extensive investment expertise, adopting a unique portfolio management strategy, establishing a governance calendar for client interactions, enduring a lawsuit from Citigroup post-independence, and learning the significance of due diligence when selecting an advisor platform. Lori also reflects on the aftermath of her decision to launch her own RIA, the challenges faced and lessons learned, her journey to rebuild billions in AUM, and her persistent optimism that shaped her into the successful advisory firm owner she is today. For show notes and more visit: https://www.kitces.com/345

You might have heard the saying, “Time in the market beats timing the market.” But what if there was another market that, until recently, accredited investors didn't have much access to? Private Markets. Consisting of four major groups: Private Equity, Private Credit, Real Estate, and Infrastructure, Private Markets may be the key to building an Ultra High Net Worth Portfolio. In this episode, we're joined by Jeffrey Shell, Head of Alternatives, Commercial ESG and Innovation, and Lillian Ferndriger, Director, Alternatives Distribution, from BMO Global Asset Management, to go over the Private Markets opportunity and why “Alternatives” might be a misnomer. This episode of Frontier of Finance is sponsored by BMO Global Asset Management. BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. Certain of the products and services offered under the brand name, BMO Global Asset Management, are designed specifically for various categories of investors in Canada and may not be available to all investors. Products and services are only offered to investors in Canada in accordance with applicable laws and regulatory requirements.The viewpoints expressed by the speaker represents their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice. Past performance is no guarantee of future results. This communication is intended for informational purposes only.This material was provided to you on the understanding that you will understand and accept its inherent limitations, you will not rely on it in making or recommending any investment decision with respect to any securities that may be issued, and you will use it only for the purpose of considering your preliminary interest in investing in a transaction of the type described herein. An investment in the BMO Partners Group Private Markets Fund (the “BMO PG Fund”) described hereby is speculative. A subscription for units of the BMO PG Fund should be considered only by persons financially able to maintain their investment and who can bear the risk of loss associated with an investment in the BMO PG Fund. Prospective investors should consult with their own independent professional legal, tax, investment and financial advisors before purchasing units of the BMO PG Fund in order to determine the appropriateness of this investment in relation to their financial and investment objectives and in relation to the tax consequences of any such investment. Prospective investors should consider the risks described in the confidential offering memorandum of the BMO PG Fund before purchasing units of the BMO PG Fund. Any or all of these risks, or other as yet unidentified risks, may have a material adverse effect on the BMO PG Fund's business, and/or the return to the investors.BMO Global Asset Management (BMO GAM) is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. Certain of the products and services offered under the brand name, BMO Global Asset Management, are designed specifically for various categories of investors in Canada and may not be available to all investors. Products and services are only offered to investors in Canada in accordance with applicable laws and regulatory requirements. TM/® Trademarks/registered trademarks of Bank of Montreal, used under license.

Host Letitia Berbaum was joined in the podcast studio by Jason Ma, a world-renowned Chief Mentor of Next-Gen Leaders and CEO of ThreeEQ, a family business. With over 38 years of industry experience, including cofounding and leading successful education and technology ventures, and over 2 million miles of world travel, Jason has inspired, guided, and transformed 1-on-1 the lives of numerous Gen Z and elder leaders, while easing legacy and succession planning in Ultra High Net Worth families. As an appointed member of the B20, the G20's official engagement group representing the global business community, Jason has served on its Future of Work and Education Taskforce in the G20 Presidencies of nine countries, being one of a select few Americans appointed yearly to the powerful B20/G20.   Jason not only is an Elite College Admissions Counselor, Life and Executive Coach, Parent Coach, and Speaker sought after by wealthy families, family offices, and top-tier event organizers, but also is the author of Young Leaders 3.0 (a highly acclaimed book), a contributor to Impact Wealth and Family Office Magazine, a star former Forbes contributor on Mentoring Young Leaders, and a delegate by invitation to the prestigious Forbes Global CEO Conference for 8 years. Jason is also a well-connected Board/CEO advisor and high-level rainmaker to select tech companies and family offices, as well as an investor.   In this episode learn more about: - How ThreeEQ is preparing the NextGen for greatness - How ThreeEQ helps create remarkable outcomes while reducing family stress - Why it is important to start preparing your children for college admissions success early Learn more about Jason Ma and ThreeEQ by visiting: https://threeeq.com/ *** The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify. Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com. Learn more about Bart by visiting www.BartZandbergen.com *** NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.

Crisis Management in the Wealth Space Lawyers, Accountants, Wealth Advisers and other advisers – are used to dealing with difficult situations all at the heart of their specialty.  But often, the advice the clients need goes past the wealth arena . . . . How do you help them when you hear situations like this? My son shows no drive and won't get up from bed- My daughter is cutting herself- My brother just got his second DUI this year and is running the business into the ground- The trustee of my trust has missed filing taxes and is making mistakes- What do you do when you are the first point of contact, but out of your expertise?  What happens when the family is in crisis and devastating wealth impacts are in view? What happens when it's not in your business model or expertise to deal with this part of the family's issues? How do you do the right thing by your client and yourself? JANE MINTZ is the person to help us deal with this gaping hole in the wealth management industry. Jane is an internationally respected pioneer who has spent 20 years working with individuals and families around crises related to addictive illness, mental health, and life concerns. Best known for her work as a concierge strategist guiding clinically complex individuals and their families through extraordinary challenges, she is also a noted thought leader, industry consultant, educator, and speaker who has garnered international recognition. Jane has extensive experience working with family businesses and private family wealth offices so that the dysfunctions of today do not destroy the legacies of tomorrow.   Jane is a Licensed Professional Counselor with multiple dimension training credentials in high acuity clinical clients. She is a Laurel School graduate (Cleveland, OH) with degrees from Washington University (St. Louis, MO) and John Carroll University (Cleveland, OH).  https://open.spotify.com/episode/6s4CX5W9qxMtXwRRbBOtUi?si=zvatryXoRUadZirFtJJO4w Outline Jane, in a couple of sentences, what do you do as Professional Counselor- How is your expertise applied to the wealth space? (Family Businesses and Wealth Offices/Trustees) Crisis What constitutes a crisis? What is the difference between a crisis and a mistake (or “growing pains”)? How does a financial advisor, coworker, wealth manager know when to intervene? What are we looking for signs and symptoms that someone needs help:   Misspending  Not showing up for appointments  Missed deadlines  Disruption in workplace  Missed work  Inability to participate in large planning matters  The Intersection of Being a "Fiduciary" and Getting a Client the Help They Need? What is a fiduciary relationship?  vs. Human Ethics? When do human ethics supersede fiduciary ethics?  How can a clinical strategist be a key collaborator in bridging the gap between the two?    What does a professional counselor do?   What happens when a client is introduced to to a Counselor?    What are reasonable expectations?  For the family? For the Adviser? What does progress look like?  How do you set up the structures for long term success? Where does the Adviser fit in that process? How do we stay in touch and how do listeners find you? JANEMINTZ.COM Books Mentioned . . . . https://www.amazon.com/Four-Agreements-Practical-Personal-Freedom/dp/1878424319  "Frazer Rice is an employee of Next Capital Management, LLC. This podcast is not investment, legal, or tax advice, nor does it reflect the opinions of Next Capital Management. Any opinions represented in the show are Frazer's individually and not an endorsement of the guest." https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/

George Doulamis with Blankenship Group talks about his unique experience and transition from property management to real estate agent. George discusses how his experience as property manager helped him to get connections. George explains the importance of being forthright and maintaining the key communications skills with the clients and shows his strategies on how to […]

Many family offices are focused on one objective above all: capital preservation. Dany Roizman, founding partner at Brainvest Wealth Management, joins WealthChannel's Andy Hagans to discuss the unique investment philosophy at his firm that has won over so many Ultra High Net Worth families. Show notes: https://wealthchannel.com/2023/03/dany-roizman-119/

Richard C. Wilson is a third-generation Eagle Scout, loves investing in fun adventures and health, and is a husband, and father of 3 living in Scottsdale, Arizona. Richard owns Billionaires.com where he is interviewing 100 billionaires, and he is the CEO & Founder of the Family Office Club, with 4,000 registered ultra-wealthy families and 15 live events a year.  His short-term rental property fund – InvestorResidences.com has equity in 83 properties, and his division focused on investing in profitable medical practices Medical Clinic Capital (MCC) has equity in 23 practices with $45M a year in revenue. Richard has helped create and formalize well over 200 family offices for ultra-wealthy families, including billionaires and a shark from Shark Tank.  Richard believes that life is about building wealth, but not just financial gains: strong values benefit our families and businesses. Through his guidance, clients find balance in their lives - something he himself strives for daily as part of a commitment to health regardless of net worth. In this way, true "wealth" encompasses much more than money alone. Richard uncovers the true potential of family office clubs, revealing advantages for members in terms of community building, familial bonds and overall health. The ultra wealthy gather together to collaborate on success-oriented initiatives - an effective strategy that can dramatically increase the chances of achieving their goals. Take the next step in your journey to financial success and learn more about family offices! Investing in yourself is always a smart move - discover how you could get involved with this unique opportunity. In this episode we discuss:  Richard's background and how he got into Family Office space.  Richard's value system and elevated moral code.  What is a family office, who is it for and what is the value of it?  3 Top attributes of the Ultra High Net Worth. Richard's singular piece of advice on how to escalate your wealth.  Connect with Richard Wilson:  clients@familyoffices.com  305-420-553 Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  Website: www.pantheoninvest.com  Podcast: www.pantheoninvest.com/podcast  Facebook: https://www.facebook.com/PantheonInvest  Instagram: www.instagram.com/pantheoninvest  LinkedIn: https://www.linkedin.com/company/pantheon-invest  Twitter: https://twitter.com/Pantheon_Invest   Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  Holistic Wealth Strategy Book:https://www.amazon.com/Holistic-Wealth-Strategy-Roadmap-Financial/dp/B089CS58F1  Email: info@pantheoninvest.com

Natalie Elisha Gold Natalie is a MOM, wife, super lawyer, best selling author and speaker. She empowers, educates & inspires women to reach their unlimited potential! David Bruno with Natalie Elisha Gold an award-winning attorney, best selling author, a nationwide speaker about women and money, and a fearless cheerleader for her clients' success. More on Natalie: Founder of Goldberg LLP., which bring the power of estate planning law to you, were Natalie focuses her legal practice on high net worth and ultra high net worth families. Natalie's team works closely with all families and even established a company Life, Legacy Legal that provides top notch planning for the masses. 

Sal came on and discussed some of what he has written in 3 books he has authored particular around working in the Family Office Circles.   Topics we covered were:  Economic Outlook Running A Family Office Scaling Into Becoming A Family Office Investing In Life Sciences And Even Fine Art Lending Creating An Investing Legacy For Wealthy People With Capital Preservation Managing Funds What Did Sal Learn From Having Funds Paying Yourself In The Fund Structure Capital Raising Strategies Fund Administration What a Deal Toy Is And How To Use It For Capital Raising Using Deadlines to your Advantage Keeping Investor Attention with Zoom Using Exclusivity The Use Of Tranching To Raise Capital And Create Urgency Get a copy of Sal's Free e-book on raising capital at callingthecapital.com www.hrn.llc www.dandrewpartners.com  

Travis Forman, the portfolio manager of strategic private wealth at Harbourfront Wealth Management, joins the podcast today. Travis discusses where ultra-high net worth individuals are investing in 2023, and how you can make the same investments.Become a smarter investor and make more money by subscribing to Early Bird, a free daily email newsletter, for free: http://earlybird.emailThe contents from Early Bird are for informational and entertainment purposes only and do not constitute financial or legal advice.Support the showThank you for listening!Want more investing tips? Signup for the FREE newsletter. Be social: Like our Facebook page and follow us on Twitter. Show Your Support: Buy Me a Coffee. Questions or comments? Email info@earlybird.email

After almost 30 years investing on behalf of clients, advising clients, doing national television interviews, and meeting some of the biggest names on Wall Street, there's some things Karl Eggerss has learned. On this episode, Karl will share what's the biggest secret on Wall Street. Topics discussed on this podcast: Millionaires How the Ultra High Net Worth invest their money Bond Ladders Monthly Income For more information, go to https://www.creatingricherlives.com For suggestions or questions regarding the podcast, email info@creatingricherlives.com #investments #stocks #bonds #bondladder @CAPTRUST

Pam Perskie is the Founder and CEO of Seven Mile Advisory, a multi-family office that works with clients who have significant financial complexity, including business owners, private equity professionals, real estate investors and operators, professional athletes, and entertainers. Pam and I discussed how a successful multi-family office operates, the profile of clients, how her firm charges for its services, the mindset advisors need to work with wealthy (and oftentimes famous) individuals, where alternatives fit in her clients' portfolios, and the role that technology plays in delivering exceptional service.

Jonathan B Fishbeck is the Founder and CEO of EstateSpace, a platform to simplify estate management. EstateSpace helps our clients simplify how they manage operations, communicate and share information. With families, family offices, a network of service providers on our platform, and a commitment to transparency and equality in estate management – we are breaking the mold on how estates operate.  Before devoting his work full-time to EstateSpace, Jonathan Fishbeck served as the Founder and CEO at a design-build firm whose focus was advising, developing, and operationalizing sizable estate properties for Ultra-High Net Worth families and family offices. It's this experience and expertise, combined with a background in technology that was the genesis for EstateSpace.In addition, Jonathan serves a number of philanthropic organizations where his passion for helping veterans, children, and blood cancer research shines through. These positions and organizations include Chairman, Fisher House Foundation, Board Member, Children's Voice International, and Board Member, There Goes My Hero, respectively.Connect with Behind Company Lines and HireOtter Website Facebook Twitter LinkedIn:Behind Company LinesHireOtter Instagram Buzzsprout

Are you experiencing increased anxiety levels as a high or ultra-high-net-worth individual? Dr. D. Ivan Young (877-508-2025) understands your unique set of challenges and has developed a coaching program to help you stay calm and centered. Visit https://drdivanyoung.com to get started.

“You have to forget what you were taught and learn how to use the money machine.” -Bernard BarchieHow can you eliminate your debt by using insurance?Would you like to know the best way to pay off your debts and increase your wealth at the same time?Most people think of life insurance as being about retirement and leaving money to family to pay for your funeral and put closure on your finances. Of course that is relevant but there are so many more opportunities with your insurance policy(s).Consider it a banking system where you can park money and leverage it to pay bills and make purchases. The life insurance system is designed to use money as loans where you can create your own line of credit. Open multiple policies, perhaps in your company(s) names which is what the big banks do.It is time to Be Your Own Bank!In this episode, Bernard teaches us once more how to break free from the preconceived notions we have been taught about banking our money. He will teach us how to manage our finances so that it truly benefits us and does not get sucked into a scheme that is really intended to make us fail.Check out these episode highlights:-What is the program that people generally accept to be the norm of banking money-How to use life insurance policy to build wealth-How can we better prepare for economic shifts-How to utilize the banking system to eliminate our debt-How does having an insurance policy help you pay down debt while building wealth-The many benefits of using the money machine-What is it that actually keeps people so stuck and afraid of getting out of the matrix-The banking system is not design for you to be wealthy   Tune in to learn more values from this episode!Know more about BernardWebsite: https://bbigfinancial.com/Facebook: https://www.facebook.com/bbarchieInstagram: https://www.instagram.com/bbg_financial/LinkedIn: http://www.linkedin.com/in/bernard-barchie-83102ab8Get your FREE BOOK on Becoming Your Own Banker herehttps://bbigfinancial.com/contact-us/ Subscribe and Leave us a rating and review:Apple: https://podcasts.apple.com/us/podcast/the-deborah-peters-show/id1612307739Spotify: https://open.spotify.com/show/4Z3JQWX9S4LRWSE6mPOIkMYouTube: https://www.youtube.com/channel/UCKQKlzS81RqvYZbpu63mRdAConnect with Deborah PetersWebsite: https://neimind.com/Facebook: https://www.facebook.com/deborah.peters.754Instagram: https://www.instagram.com/nei4change/LinkedIn: https://www.linkedin.com/in/deborahpetersnei4change/

Workforce housing is an important issue in our society, but it's also an appealing investment sector for family offices and Ultra High Net Worth investors. DJ Van Keuren, founder of the Van Keuren Family Office Real Estate Institute and co-managing member of Evergreen Property Partners, joins the show to provide background on workforce housing, including facts and myths, plus a powerful underlying investment thesis. Show notes: https://altsdb.com/2022/09/van-keuren-062/

Doug is easily the most financially educated guest to date on the podcast. He has built a career on being the man that knows the money. Starting on the trading floors in Chicago, to private equity, into entrepreneurism and now a financial services specialist to the ULTRA HIGH NET WORTH. He is an absolute expert in the field of finance. This interview covers his journey and some of his principles of finance. He shares some extremely valuable insight on things he's learned along the way and his advice to everyone trying to level up and become wealthy. We also dive into the complexities of infinite banking and strategies to preserve and diversify wealth once achieved. Doug is incredibly articulate and explains masterfully complex subjects of finance. You will want to TAKE NOTES. (Doug was so gracious to do this interview in his home while watching his son with special needs, Alex, whom you may hear from time to time in the background of the audio)

Family office is the buzzword in the industry these days. The problem is not everyone is staying true to what a family office does and many are not keeping clients at the center of what's important.Anyone with sports or business experience understands the value of the team. The integration, independence, and individualization of you advisory team provides you the opportunity to maximize your wealth. Each family is different and deserves a truly customized plan. Not the cookie-cutter solution most of the industry offers.Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (

How do you establish a family legacy that transfers to the next generation? This is the most difficult task ultra-high net worth families will face. Of course, technical expertise is important when creating a legacy that will last generations, but the next generation must be prepared to steward wealth. Waiting until it's too late is the worst thing you can do as a wealthy family. If transferring your family culture is important to you, the right team with the right experience can prepare your family for generational wealth transfer decades before it actually happens.  Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (

Ultra High Net Worth investors and family offices are ideally suited for real estate investments in Opportunity Zones. The long holding period and strategic differences between OZs and other tax-advantaged investments can be complimentary in a large investment portfolio. Alex Bhathal, founder and executive chairman at Revitate, joins the show to discuss the evolution of Opportunity Zones and how family offices have come to better understand the incentive. Show notes: https://opportunitydb.com/2022/07/alex-bhathal-204/

Alts are a key component in the portfolios of virtually every family office and ultra high net worth investor. With patient capital on hand, these types of investors are likely to benefit from the diversification and sometimes outsized returns that private real estate investments can deliver. DJ Van Keuren, co-managing member of Evergreen Property Partners, joins the show to discuss how family offices are investing in real estate, plus the alternative investment trends that may unfold over the next several years. Show notes: https://altsdb.com/2022/06/real-estate-investments-for-ultra-high-net-worth-investors-with-dj-van-keuren/

Ian has 40 years experience in the automotive industry in retail and corporate sales working across mainstream and premium brands. In the last decade he's made a name for himself in the super luxury segment taking care of Rolls Royce and McLaren private clients around the world. His network of High Net Worth contacts have encouraged him to expand his reach across other luxury goods and now as the owner of luxury goods consultancy Carsmith, he will happily help you find the luxury, car, watch, plane or yacht of your dreams! In our conversation we track his journey from occasionally sleeping in the footwell of one of his dad's haulage lorries to spending three months in Porto Cervo, Sardinia on the superyacht superhighway connecting with yacht owners and introducing them to Rolls Royce. I am pleased to be able to introduce you to Ian via this conversation and hope that you enjoy getting to know his story. I look forward to hearing what resonates with you. You can contact Ian via email: ian@carsmith.co.uk  Why not follow us on Instagram @careerviewmirror where you can see a directory of all our episodes and comment on those you have enjoyed. To help you navigate the content we've separated it into chapters which work on Apple Podcasts and certain other streaming platforms. This episode of Career-view Mirror is brought to you by Aquilae.  Aquilae is a boutique consultancy in the auto finance and mobility industry. We offer our Expertise as a Service to help you design and deliver projects that develop your business and the people within it. Contact cvm@aquilae.co.uk if you'd like to know more. If you enjoyed this podcast please take a moment to leave a review on Apple Podcasts. Your feedback helps us grow. For details of our forthcoming guests follow us on Instagram @careerviewmirror Email: cvm@aquilae.co.uk Twitter: @andyfollows Episode recorded on  25 March 2022 

This episode's guest is Kelly Hohertz with View Capital Advisors, and she challenges the traditional 60/40 model, along with the benefits of incorporating alternatives and non-correlated strategies, not only for large endowments but for a broader set of investment pools, including high net worth individuals and families. Kelly also shares her perspective as a female investment professional with the challenges of work/life balance and our progress with diversity. Kelly has over a decade of experience providing an in-depth and thoughtful approach to portfolio management on behalf of her clients. Currently, she serves as an Investment Advisor at View Capital Advisors, a multi-billion-dollar Registered Investment Advisor that specializes in institutional-quality, tailored portfolios for Ultra High Net Worth individuals and families. Prior to View Capital, Kelly worked for an investment bank in their prime brokerage services group. She also spent several years as a research analyst specializing in non-traditional investments at both registered investment advisors and a premier single-family office. She has also authored white papers on investing in hedge funds and secondary private equity strategies. Kelly graduated magna cum laude from Southern Methodist University with a BBA in Finance and holds the Chartered Financial Analyst designation. Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services. 

Learn unconventional marketing strategies for finding unconventional clients and unconventional investments in real estate. Full show notes: https://probatemastery.com/how-to-get-ultra-high-net-worth-clients-celebrity-clients-deal-with-unresponsive-probate-attorney-podcastWatch on YouTube: https://youtu.be/rfdzMtoRHVYFacebook Group: Estate Professionals Mastermind: https://facebook.com/groups/estateprofessionalsmastermindFREE PROBATE REAL ESTATE WEBINAR:  REGISTER FREE: https://probatemastery.com/probate-fast-track-webinar/**You'll receive probate marketing cheat sheet, step-by-step guide to get started in probate real estate, and a core knowledge workbook to help you learn your local probate process.Timestamps (Links to YouTube)0:00 Should you make vendor referrals services a commissionable transaction?4:13 Life Insurance Policy Writer to your referral network5:13 How to get ultra-high-net worth clients in real estate9:12 Starting an investment club14:00 How to get celebrity real estate clients15:50 How to get started in a brand new market: Kris is moving to Idaho!19:36 Real Estate Podcasts: Cash Advance Lenders and ISA Call Center vendor interviews22:49 What to do about an unresponsive attorney with a pending notice of default?33:10 How to attract B2B referrals from senior downsizing services with an inbound marketing strategy38:22 Navigating a probate property sale with pending foreclosurePre-Roll Information: Join our Facebook Group: Estate Professionals MastermindCheck out ProbateMastery.com for the probate certification course and more content.

Responsible for advising ultra-high net worth families on an array of financial matters which includes: investing, estate planning, debt and philanthropic initiatives. Client base includes: corporate leaders, family-owned and operated businesses, entrepreneurs, athletes & significant professional investors. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/humovemakers/message Support this podcast: https://anchor.fm/humovemakers/support