Searching...
12 results for “wealth protection”
Concept6 mentions across episodes
wealth
...Preserving wealth is to make sure we preserve it with inflation involved. So we have to have returns that outpace inflation. At the same time, we think that we can give you a consistent long term return where you'll outpace the normal living standard
23:59 / 25:05
from transcript23:59 – 25:05
...is around 500,000,000 to 5,000,000,000, you would be at what I would call the institutional level. See, at this tier, a family operates like a private sovereign wealth fund. And often, you see a lot of them show up in Singapore.
14:57 / 16:16
from transcript14:57 – 16:16
...to building wealth? What are all the hurdles? And it's the bad deeds, the death, disability, divorce, all of those. But then what are other things that hold us back as we're working really hard to build and taxes is one of the challenges. You start d
2:59 / 4:01
from transcript2:59 – 4:01
Because if you're running businesses as lifestyle businesses, it sort of implies at some point there's an end to that because the lifestyle ends and the lifestyle may end with the advisor's departure. When you think of the good of clients, you want t
30:45 / 31:49
from transcript30:45 – 31:49
...very seriously. So that's where we wanna introduce something known as the Cook Islands Trust. See, the Cook Islands is located in the South Pacific. They have become known for extremely strong asset protection law. So here's some facts about that. Co
3:40 / 4:51
from transcript3:40 – 4:51
...wealth to live by and hopefully give away. How about the third thing? Third is the security of everything. Meaning, I think we live in a new world today. In The United States, we've lived in a bubble where we don't really worry about personal securit
24:43 / 25:47
from transcript24:43 – 25:47
We all know now it's available 20 fourseven, Just like in real estate, any one of us can go on realtor.com and look for homes. Value had to be created in different ways as the industry has evolved and advisors have evolved, but then went to more plan
12:47 / 13:48
from transcript12:47 – 13:48
...in the wealth channel? The way that we think about it is just different from the institutional business. Generally, what you're seeing from these clients is they're putting 200,000 to $500,000 check sizes to work, and we found that that money is quit
13:22 / 14:35
from transcript13:22 – 14:35
...wealth market. If you ask me, I think the drawdown vehicles serve a very important purpose for institutional investors. But over time, I would expect 80 plus percent of all wealth flows to go into these evergreen investment solutions. So you get all
32:54 / 34:02
from transcript32:54 – 34:02
...wealth investment solutions. That's one example of what we've done to make sure that we can share that priority. How do you think about the potential for dilution of the quality of return when if in fact all of this money does come in? You have that
25:22 / 26:32
from transcript25:22 – 26:32
...wealthy families are using that most investors are ignoring? The the the main one that truly comes to mind, and listen, it's not that creative. That being said, it's a game changer for especially ultra, wealthy individuals is real estate. Real estate
33:45 / 34:51
from transcript33:45 – 34:51
Have a podcast?
Run your podcast through Clypt
Get ranked clips, hooks, and ready-to-post copy from your own episodes. Free to try.