Cheeseburger in Tax Paradise? Wealth Strategies for the Elite

In this episode of the Ask Avidian podcast, Jake Borbidge, Avidian Wealth Solutions’ CIO, and Robert Palmer, Avidian’s Director of Financial Planning, deliver essential insights for ultra-high net worth investors. They analyze a potential legislative shift that could make private credit as tax-efficient as REITs, boosting returns and portfolio flexibility. The discussion covers a historic budget surplus fueled by IRS collections, market strength despite tariff and geopolitical challenges, and the risks of overreacting to all-time market highs. They wrap up Jimmy Buffett’s $275M estate dispute and emphasize precise estate planning to avoid conflicts. 

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.

Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.