How is the shifting financial landscape affecting estate planning and wealth transfer between generations? In this captivating episode of the Capital Club podcast, host Brian engages with Anthony Venette, Director of Business Valuation & Advisory at DeJoy & Co. Anthony brings to the table his expertise in estate planning and business valuation, particularly focusing on optimizing gift and estate tax strategies for business owners. As the financial world grapples with demographic shifts and changing tax laws, Anthony sheds light on the critical intersection of income tax, estate tax, a ..read more

Can the right estate planning approach preserve wealth and prevent family discord, or is the dissipation of wealth an inevitable outcome of generational transitions? In this episode, Brian sits down with Syd Walker, an estate planning consultant specializing in serving ultra-high-net-worth families. Their conversation delves into the nuanced world of estate planning, asset distribution, and the evolving concept of generational wealth management. Syd shares his journey from a campus minister and foreign missionary to a trusted advisor in the family office space, offering unique insights into c ..read more

00:00:00 - 00:02:23: The Genesis of Connection Key Takeaways: The importance of mutual friends and shared experiences in forming meaningful relationships. Cody’s background and the serendipitous nature of his career evolution. The role of faith and community in Cody’s life and work. 00:02:23 - 00:15:02: Building Blocks of Leadership Key Takeaways: The significance of mentorship in shaping personal and professional development. Cody’s approach to helping men transition from good to great in various aspects of life. The influence of personal tragedies and challenges in Cody’s drive to impact o ..read more

Have you ever wondered how inheriting wealth can shape one's life beyond the financial aspects?  In this episode, our guest is Chip Fisher, the founder of Ursus Advisory, a consultancy practice dedicated to advising ultra-high-net-worth individuals and their next generations on the nuances of managing inherited wealth. Chip, drawing from his rich background and personal experiences, sheds light on the idiosyncratic yet emblematic stories of families navigating the complexities of wealth. Through candid discussions, the episode explores the transformative journey of understanding wealth's ..read more

What if wealth was more than just financial capital? How do different forms of capital influence wealth transfer and personal growth within family businesses? In this episode, Brian engages with Ambreen Bhaloo, a seasoned family enterprise advisor and coach, in a profound discussion on redefining wealth beyond financial measures. Ambreen brings her unique perspective on wealth, emphasizing the significance of human, emotional, social, and spiritual capital. They delve into the nuances of nurturing next-generation leaders, the complexities of wealth transfer, and the transformative power of se ..read more

Can technology redefine how ultra-high-net-worth individuals manage their estates? In this episode, Brian engages with Jonathan B. Fishbeck, the visionary behind EstateSpace, a pioneering platform transforming asset management for the high-net-worth sector. Jonathan shares his journey from a computer science background through to becoming a serial entrepreneur, leading to the inception of EstateSpace. The conversation delves into the unique challenges faced by family offices and the ultra-wealthy in managing their extensive portfolios of properties and assets. Jonathan explains how EstateSpac ..read more

Why do very few of today's wealthiest families trace their fortune back to the magnates of 1900, despite the high investment returns since then? In this episode, Brian delves into wealth sustainability and financial decision-making with Victor Haghani, founder and CIO of Elm Wealth and co-author of "The Missing Billionaires: A Guide to Better Financial Decisions." He shares insights into why many fortunes don't survive across generations, highlighting the importance of smart investment strategies, risk management, and adaptable spending policies. Through an engaging conversation, listeners ga ..read more

How can family businesses navigate the complexities of succession planning to ensure a legacy of success? In this episode of the Capital Club Podcast, Brian sits down with Dan Beenken, Director of the University of Northern Iowa Family Business Center. With over 15 years of experience in succession consulting, Dan delves into the unique challenges and opportunities that come with family business succession planning. From "Jerry Springer moments" to strategic success stories, this conversation sheds light on the importance of communication, preparation, and the delicate balance of family dyna ..read more

How can the intertwining of personal heritage and business innovation forge a legacy that transcends generations and borders? In this episode, we explore the fascinating world of Adam Taki, the founder and president of Actlien Holding Inc. With a rich heritage that spans continents and industries, Adam shares his unique perspective on building a bridge between traditional family values and contemporary entrepreneurial ventures. From the origins of his family’s business in Japan to the evolution of his investment strategies in the United States, this conversation unveils the layers of challenge ..read more

Have you ever considered how the complexities of the insurance market can impact your personal and business decisions? In this episode, Brian is joined by Kama Moseley from Lockton Private Risk Solutions. With her unique blend of legal expertise and insurance knowledge, Kama delves into the unprecedented challenges of the current insurance market. They explore how severe weather events, interest rates, and inflation are reshaping insurance strategies, especially for ultra-high-net-worth individuals. Kama shares insightful tips on navigating this turbulent market, emphasizing the importance of ..read more