In the third installment of the 3 Pillars Podcast, Peter Harper, our Managing Director and CEO discusses with a special guest the value of tax planning and consideration of risks prior to a liquidity event.
Peter and special guest Steve Martini, discuss how optimizing your taxes, risk management, and careful planning of a liquidity event can perpetuate a successful family office when you have a trusted advisor.
WM: Brain Habits - The Science of Subconscious Success with Phillip Campbell
WM: Owning Private Aviation with Shelley Svoren
WM: Investing in Rare Diamonds with Anna Cisecki
WM: Investing in Italian Real Estate with Monia di Guilmi
WM: Rare Book Collecting with Pom Harrington
WM: Investing in Private Aviation with Lisa Senters
WM: Investing in French Real Estate with Delphine Belin
Wealth Education: ‘Philanthropy or Legacy: How to Build Purpose in the Next Gen’
Wealth Management – A Liquidity Event is Just an Acceleration of Cashflow
Administration – People are More Successful and Happy With Good Support
The Legal Rule Book and the Role of the Fiduciary
How Do you Protect the Downside? – Building a Family Bank
Accountability – You Get What You Measure
Values – What are your Family Values and Why are They Important?
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