Passing the Torch: Estate Planning, Succession & Miami Hustle with Saidin Hernández

Good morning y bienvenidos back to Cafecito y Croquetas! Today we’re joined by Saidin Hernández, an estate & tax planning attorney serving U.S. and international families, family offices, and entrepreneurs. We dive into the real drivers of generational wealth transfer (spoiler: it’s more succession than taxes), how to involve the next generation early, and why the billable hour may be dead in the age of AI. Plus a little Miami life, grit, and parenting talk—porque claro.

Saidin also shares an exclusive: his firm is rebranding to Bridgepoint Global Council—a relationship-first practice focused on helping families protect, grow, and transfer their legacy across borders.

If you’re building a business, raising a family, or planning for the next 10–20 years, this episode is for you.

Hit subscribe, drop a comment with your biggest takeaway, and share this with the planner (or future planner) in your life.

What you’ll learn

Estate planning vs. tax planning: what actually derails generational transitions

Why second/third-gen heirs often don’t run the family business—and what to do about it

How to bring the next gen into the plan (education, roles, and realistic options)

Goal setting for life + business (and why you must slow down to think longer-term)

AI’s impact on law firms (value pricing > billable hours)

Miami roots, grit, and building a family-first life

Chapters

0:00 Cold open
0:09 Intro & today’s guest
1:04 What Saidin’s firm does (estate & tax planning, global scope)
4:20 Involving the next generation—education & continuity
5:37 Saidin’s story: Cuba → Hialeah → law
10:00 Choosing law over computer science (people > cubicles)
13:56 The succession reality: when heirs don’t want the business
18:27 Myth-busting: taxes vs. succession planning
20:58 Thinking in 10-year horizons—goals that blend life & work
23:40 Slowing down, to-do lists, and delegating what doesn’t move goals
26:00 Tailoring plans to the client (no one-size-fits-all)
29:05 AI, law, and the end of the billable hour?
30:37 Miami family life—golf, activities, and screen-time balance
34:18 Exclusive: Rebrand to Bridgepoint Global Council
35:05 Outro & where to connect

Connect

Guest: Saidin Hernández — Bridgepoint Global Council (rebrand announced in episode)
Host: Stay Tranquilo – subscribe for weekly conversations with founders, leaders, and doers.

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Drop your questions about estate planning & succession—we’ll tee up a follow-up Q&A.

#assetmanagement #estateplanning #taxplanning #successionplanning #generationalwealth #familyoffice #internationaltax #entrepreneurship #hispanicbusiness #hispanic #familytrust #probate #miamipodcast #aiinlaw

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