How Real Family Offices Actually Start
$65M serial entrepreneur with no real wealth strategy He found my YouTube and realized he didn’t have a coordinated plan – just a collection of smart people working in silos....
How Real Family Offices Actually Start
$65M serial entrepreneur with no real wealth strategy He found my YouTube and realized he didn’t have a coordinated plan – just a collection of smart people working in silos....
Optimism Arbitrage in Real Estate
“Optimism arbitrage” is my new favorite term Across the U.S., a lot of real estate developers did the silliest deals with the rosiest underwriting… and still refuse to acknowledge reality....
Optimism Arbitrage in Real Estate
“Optimism arbitrage” is my new favorite term Across the U.S., a lot of real estate developers did the silliest deals with the rosiest underwriting… and still refuse to acknowledge reality....
The Part of Building a Firm Nobody Posts About
Some days this business feels great.Other days it feels like:• People ghosting after you pour hours into their situation• $10M+ prospects price‑shopping you against the lowest cost providers• Posting content...
The Part of Building a Firm Nobody Posts About
Some days this business feels great.Other days it feels like:• People ghosting after you pour hours into their situation• $10M+ prospects price‑shopping you against the lowest cost providers• Posting content...
High-Net-Worth Investors Are Overpaying for Ris...
Most 7–8 figure portfolios I see are taking way more risk and paying way more tax than they need to.In this video, I walk through how I’d fix that.I’ll take you through my journey...
High-Net-Worth Investors Are Overpaying for Ris...
Most 7–8 figure portfolios I see are taking way more risk and paying way more tax than they need to.In this video, I walk through how I’d fix that.I’ll take you through my journey...
The Most Common Return for a Stock Is –100%
If 40–70% of your net worth is in one stock, you’re not investing anymore. You’re betting your life on one company. This is what I’m seeing with a lot of tech employees...
The Most Common Return for a Stock Is –100%
If 40–70% of your net worth is in one stock, you’re not investing anymore. You’re betting your life on one company. This is what I’m seeing with a lot of tech employees...
4 Pointers for Your 2025 Charitable Donations
I’ve been going through this with a handful of clients, so it’s topical. Starting next year, recent tax law changes reduce the benefit of charitable deductions a bit. In short:...
4 Pointers for Your 2025 Charitable Donations
I’ve been going through this with a handful of clients, so it’s topical. Starting next year, recent tax law changes reduce the benefit of charitable deductions a bit. In short:...