Celebrity Estates: Wills of the Rich and Famous
Business:Investing
A close-knit network of family businesses, the NFL earns around $200 billion annually. On top of traditional family business within their individual branches, the NFL navigates those same financial planning connections between extended family members as well.
Join David Lenok and his guest Alvina Lo, chief wealth strategist at Wilmington Trust, as they delve into the complexities of the NFL as a family business, discussing succession planning, liquidity concerns, trust ownership, and potential private equity involvement.
David and Alvina discuss:
Resources:
Connect With Alvina Lo:
Connect With David Lenok:
About Our Guest:
Alvina Lo leads a national team of multidisciplinary experts who collectively offer objective and holistic advice to clients, with a specific focus on their wealth, family, and business concerns. The scope of advice encompasses family office services, financial planning, trusts and estates planning, tax planning, business succession planning, philanthropy, and wealth education for the next generation. Alvina and her team prioritize planning, and through their actionable advice, they guide clients from strategy through implementation.
Ep 47 – Aretha Franklin: Loose Ends Can Unravel Your Estate –– With Alex Weingarten
Ep 46 – Advising Entertainment Industry Clients
Ep 45 – Larry King: Get Your Financial House In Order –– With Megan Gorman
Ep 44 – Chuck Berry: Be Intentional When It Comes To Taxes – with guest Damien Martin
Ep 43 – Audrey Hepburn: When Secrets Destroy A Family–– With Dr. Denise Federer
Ep 42 – Jack Cassidy: Loose Ends Can Unravel Your Estate –– With Christopher Melcher
Ep 41 – Philip Seymour Hoffman – Don’t Delay When It Comes To Your Estate Plan – With Megan Gorman
Ep 40 – Michael Jackson: Creating A Thriller of An Estate Plan –– With Brian Weiner
Ep 39 – Robin Williams: How To Spot the Warning Signs of Suicide in Your Clients –– With Amanda Koplin
Ep 38 – Tom Carvel: Why Having Too Many Executors Can Melt an Estate –– With James Bertles
Ep 37 – Ric Ocasek & Paulina Porizkova: What To Do If Your Client Wants To Disinherit Their Spouse –– With Megan Gorman
Ep 36 – Richard Pryor: Don’t Miss the Signs of Elder Abuse –– With Vivian Lee Thoreen
Ep 35 – Chadwick Boseman: Estate Planning Essentials for Clients With a Diagnosis –– With Jacqueline Bevilaqua
Ep 34 – Luke Perry: Replenishing the Earth in a Mushroom Suit
Ep 33 – Sammy Davis Jr: An Insolvent Estate Is Not How You Want To Be Remembered
Ep 32 – Jackie O: How the Underrated CLAT Can Help Wealthy Clients’ Heirs Save on Taxes –– With Carl Fiore
Ep 31 – Death, Taxes, and Elvis Presley — With Paige Goepfert
Ep 30 – Kenny Rogers: Knowing When to Hold ‘Em (Top Prenup Tips for Advisors)
Ep 29 – Arnold Palmer: Investing in Wine Could Be Your Clients’ Hole in One
Ep 28 – Debbie Reynolds, Carrie Fisher, and Billie Lourd: Estate Planning for Collectibles
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