Wealth Actually
Covering the issues that affect business, entrepreneurship, wealth, trusteeship and culture.
Episodes
In this episode, 10 Family Office Myths exposed (and debunked).
Welcome back and Happy New Year on the Wealth Actually podcast. I’m Frazer Rice. We hav...
We have Mike Monaghan on the show today and covering the “Birth of an ETF.” He’s going to talk about the Founders ETF and its new launch. We’re also going to talk a little bit about what it takes to get an ETF up and running. From a compliance perspective, remember, there’s no guarantee of future performance.
BROOKE SUMMERHILL has written a new book to address “Divorce and the Wealthy Woman.”
In this conversation, Brooke discusses the complexities of d...
Wealthy families are discovering Tennessee’s legal and tax ecosystem as a key component for their long term wealth strategy. I spoke with ANDREA CHOMAKOS from Pendleton Square Trust on Tennessee around these advantages that the Tennessee Wealth Ecosystem provides in the context of other states’ legal systems and economies. We cover directed trusts and Tennessee situs, and even a tip like ...
Musician and label owner, Blake Morgan, discusses the Music Business and the importance of “Reputation over Fame.”
Ever wondered how musicians really make money? It’s a tough journey filled with losses and small wins, but it’s all about persistence! In this episode, Blake Morgan shares that every small gamble counts, and eventually, one big win...
Family Office Security with EDWARD MARSHALL, CEO of PRESAGE GLOBAL
In this conversation, Frazer Rice and Edward Marshall delve into the complexities of secur...
RICHARD HAASS returns to the podcast to talk about the US FOREIGN POLICY implications of Trump’s Tariffs and other initiatives. We take another tour of the world’s hotspots after the recent UN conference here in New York. Finally, we weave in an analogy of the recent crowd misbehavior at the Ryder Cup as a symptom of America’s current mood.
In this conversation on “TAX ALPHA”, Frazer Rice and BRENT SULLIVAN (of TAX ALPHA INSIDER) delve into the complexities of tax awareness in investing, focusing on capital gains, income tax, and various strategies for tax efficiency. They discuss the importance of tax loss harvesting, the challenges of managing concentrated portfolios, and the implications of estate planning. The conversati...
In this conversation, Frazer Rice and PAUL HOOD delve into the evolving role of trustees, particularly in the context of Delaware’s new Well-Being Trust Statute. They discuss the broader responsibilities of trustees beyond mere asset management, emphasizing the importance of understanding beneficiaries’ needs and the implications of well-being provisions. The dialogue highlights the chall...
We go inside the the enormity, complication, and notoriety of the BEZOS PRE-NUP AGREEMENT with divorce attorney, MARILYN CHINITZ of BLANK ROME.
NICK MAGGIULLI, successful author of “Just Keep Buying” has a new book out called “THE WEALTH LADDER.” It’s a well done framework on how one’s relationship with money has to change as they move up the different strata of money and spending. We get into the book, how major life changes can shape our views, and the writing process.
The Business of Estate Planning is in the midst of a revolution- or is it? BRANDON RAINS discusses advising clients responsibly, profitability, and the “firm of the future.”
“IS THE CIO DRAGGING DOWN THE FAMILY OFFICE’S PERFORMANCE? (And What Can You Do About It?)” with R. ADAM SMITH.
CIVIC ENGAGEMENT: The Secret to Revitalizing Communities- this is how we improve our neighborhoods. It’s a great way to teach the next generation about citizenship...
The massive costs of caregiving can be a big surprise to most people. It is an expensive undertaking in the best of circumstances and can be a full time job. BETH PINSKER, a columnist at Marketwatch and the author of the new book, “My Mother’s Money- A Finanical Guide to Caregiving” takes us through her experience. There are many great tips to help get support for this difficult exp...
There are plenty of LESSONS FROM GENE HACKMAN’S ESTATE PLANNING.
It’s a cautionary tale about managing changing circumstances. Proper implementa...
US/UK TAX PLANNING with ALEX JONES, Partner at London Tax Firm, RAWLINSON-HUNTER
Thousands of Americans live and work in the UK and record numbers of them ar...
JOHANNA DAVID, Adjunct Faculty Member at Hofstra Law School is with us to talk about three estate planning mistakes and how to avoid them.
Johanna is a Trusts and Estates lawyer, and a partner at Forchelli, Deegan, and Terrana. She’s also the adjunct professor of law at Hofstra University. We’re going to talk a little bit about mistakes that we see in estat...
We’re going to be talking about the current incoherent world of US ENERGY POLICY.
ANNA KRAMER joins the podcast to help us get our arms around the future of energy in the United States. Anna is a reporter for NOTUS, a non-partisan longform journalism outlet. She has written a series of stories on the the disconnect and frustration around US Energy Policy and pat...
Family Office AI has become a dominant theme at the fancy dinners where families and their advisors chart a course to incorporate new technologies. As wealthy families grapple with the risks and opportunities of AI, institutional rigor and structure hasn’t kept up with the often informal world of family offices. This is a mistake High end governance must play a part in the family office AI spac...
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