Wealth Actually

Recent Episodes

EP.89 CONCENTRATED POSITIONS with STEPHEN DAVENPORT

Posted July 22, 2021 • 00:34:16

For many wealthy families, concentrated liquid investment positions present special types of issues. More often than not, a diversification plan for...

Ep.88 ULTRA HIGH NET WORTH DIVORCE with OLIVIA SUMMERHILL

Posted July 13, 2021 • 00:43:47

Divorce in the Ultra-High Net Worth Space is a little bit different.Â Gates, Bezos, Kardashian . . . You don't have to look too far into the headlines...

EP.87 FAMILY LEADERSHIP AND AN EVOLVING 111 YEAR OLD BUSINESS with BEN GROSSMAN

Posted July 6, 2021 • 00:45:03

"Shirtsleeves to shirtsleeves in three generations" is as old as commerce itself. Family enterprises rarely make it beyond three generations for many...

EP.86 BOURBON as an INVESTMENT with MARK GARBIN

Posted June 30, 2021 • 00:54:24

With interest in alternative asset classes at an all-time high, the focus of family offices and other investors has been to investigate more "liquid...

EP.85 LIFE INSURANCE AND TRUSTS with ANDREAS STUERMANN

Posted June 20, 2021 • 00:26:22

With the Biden proposals comes the potential for tax increases at the income, capital gains and estate tax level. Life insurance is becoming interesting...