Podcast Episodes

Family Office CEO Explains How To Start Your Own (Without Needing $100M+)

You Don't Need $100M to Run a Family Office

If your net worth sits between one and thirty million, you already have investments. What you're missing i…

2 months, 1 week ago

Have $1M–$30M? Your Family Will Probably Lose It — Here's How to Fix That

Most first-generation wealth doesn't survive the handoff. The investments were usually fine. The problem is that everything holding it together lives…

2 months, 2 weeks ago

Protecting Your Wealth Is Hard Until You Focus on These 4 Tasks

The moment your wealth becomes worth protecting is the exact moment the financial industry stops serving you. Too complex for retail advice. Too smal…

2 months, 3 weeks ago

The Kind of Portfolio That Makes You Immune to Market Swings

Most retirement advice tells you to survive market swings with more diversification, more bonds, more cash on the sidelines. I'm going to show you wh…

3 months ago

99% of Wealthy Families Don't Know How to Protect, Grow, and Pass Down their wealth

If you have between one and thirty million dollars, you've probably done what almost everyone does: handed it to an advisor, paid the fee, and hoped …

3 months, 1 week ago

1B+ Family Office CIO: "Before You Invest a Dollar, DO THIS!"

Most first-generation wealth builders make the same move: they cross the million-dollar threshold and immediately ask "where should I invest?" That q…

3 months, 2 weeks ago

Family Office CEO Ranks Every Income Investment BEST to WORST (For Experienced Investors)

I Ranked Every Income Investment, Best to Worst — One Popular Pick Got an F

Most income advice gets one thing backwards: it ranks investments as if th…

3 months, 3 weeks ago

5 Mistakes To Avoid When Buying Your Next Covered Call ETF

The Truth About Covered Call ETFs Nobody Tells You

Covered call ETFs might be the most blindly bought income product on the market right now. And almo…

3 months, 4 weeks ago

Have $1M–$30M? Here's How to Grow, Protect, and Pass It Down (7 Steps)

You're Too Big for the App—and Too Small for the Family Office

If your net worth sits somewhere between one and thirty million dollars, you're stuck i…

4 months ago

You NEED a Micro Family Office (if you have $1M-$30M NW)

You Don't Need a Better Advisor. You Need a Better Structure.

As your wealth grows — one million to two, two to five — you outgrow your financial advi…

4 months, 1 week ago