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Aden and David sit down with Laura Tarbox, founder of Tarbox Family Office in Newport Beach, California. Laura shares her journey from the "dark side" of the financial industry to building a successful fee-only, fiduciary-focused firm.
She discusses the challenges her clients face, such as passing on wealth and values to the next generation, managing risk, and finding meaningful ways to give back through philanthropy. Laura also provides insights into her investment philosophy, which has evolved from stock-picking to a more evidence-based, tax-efficient approach using index funds and ETFs.
- (0:30 - 2:30) The "dark side" of the financial industry
- (2:30 - 6:00) The family office model
- (6:00 - 10:00) The Global Association of Independent Advisors (GAIA)
- (10:00 - 15:00) Passing on wealth and values to the next generation
- (15:00 - 20:00) Exploration of the role of philanthropy
- (20:00 - 26:00) Laura's investment philosophy evolution
For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us ask@capital-partners.com.au.
This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.
Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.
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