Delivering Direction and Control

Episode 56 – From Luxury Assets to Global Services with Andy Morgan

Episode 55 – Leadership, Community, and Reinvention with Steve Rosansky

Episode 54 – Wealth 3.0: From Foundational Planning to Intentional Legacy with Yaasha Sabba

Episode 53 – Planning for Artists: Trusts, Legacy, and Non-Traditional Assets with Alex Segal

Episode 52 – Plan B Citizenship: Residency by Investment, Global Mobility, and Cross-Border Planning with Moe Soleiman

Episode 51 – PPLI, Crypto, and the Next Era of Wealth Planning with Heath Goldman

Episode 50 – Serving Global Entertainment & Pro Sports: Building Trusted Advisor with Matt Hoffman

Episode 49 - Leading with Yes: Inside the Modern Family Office with Justyn Volesko

Episode 48 – Building a Better Exit: Strategic Planning for Business Owners with Ed Barone

Episode 47 – Turning Estate Plans into Legacy Plans with Tom Rogerson

Episode 46 – Integrity in Wealth Management: A Conversation with Ralph Adamo

Episode 45 – Business Lifecycle Strategies and Tax Insights with Lisa Clifford and Jeff Getty

Episode 44 – Conflict-Free Wealth Management and Economic Insights with Jonathan Williams

Episode 43 – Data Leaks to Cybersecurity: Protecting Privacy with David Hammarberg

Episode 42 – Mexican Clients and Wealth Protection: Insights from Procopio

Episode 41 – Navigating Stability: Ireland’s Economic Edge for Offshore Assets with Michael Parker

Episode 40 – Asset Protection & Multi-Jurisdictional Diversification w/ Geralda Kral & Michael Donev

Episode 38 - South Dakota as the Preferred Trust Situs for International Families with Stefan Szwarc

Episode 37 - Corporate Transparency Act Reporting and a “Single Source of Truth” with Mike Montali

Episode 36 - The Fiduciary Era for Life Insurance with Steven Zeiger

Episode 35 – Asset Protection, Offshore Trusts, and Fiduciary Duty with Craig Redler

Episode 34 – California Income Tax Treatment of ING Trusts with William Lipkind

Episode 33 – The Offshore Industry: Asset Protection, Trust Protector and RPT with Reuben Tylor

Episode 32 – Independent Advice, Investment Management, and Philanthropy with Callan Family Office

Episode 31 – Little Shifts Are Big Wins: Meaningful Family Dynamic Conversations with Tina Lovejoy

Episode 30 – A Conversation with Patrick Riley: Litigator, Judge, and Trustee

Episode 29 – Pandora Papers, CRS, and Reporting Regimes with Geralda Kral

Episode 28 – Private Insurance and Estate Planning Opportunities with Jonathan Gopman and Mark Sims

Episode 27 – The Benefits of Alternative Investments with David James

Episode 26 – From Wall Street to Waffle House with Jimmy Adams

Episode 25 – Prenups, Trusts, and Financial Infidelity with Kimberly Nelson

Episode 24 – Outsourced CFO Family Office Services with Copper Beech Financial Group

Episode 23 – Tax Planning Solutions for Mass Tort and Plaintiff’s Attorneys with Tate Johnson

Episode 22 – International Wealth Planning with Joseph Kellogg (Part 2)

Episode 21 – International Wealth Planning with Joseph Kellogg (Part 1)

Episode 20 - Pandora Papers and South Dakota Trusts: The Rest of the Story with Terry Prendergast

Episode 19 – A Conversation with Jeana Goosmann, The CEO’s Attorney

Episode 17 - Philanthropic Planning with Dr. Thomas Dieters

Episode 16 - Discussion with the Society of Trust and Estate Practitioners (STEP)

Episode 15 - A Discussion on Investments and the Benefits of a South Dakota Trust with Ann Zuraw

Episode 14 - Wealth Structuring and Blockchain Technology with Martin Litwak

Episode 13 - Foreign Tax Recovery with Christian Graham

Episode 12 - Managing the Funds of Private Clients with Jamie Vrijhof-Droese

Episode 11 - Reinventing Wealth Management with Cresset Capital Management

Episode 10 - International Trust Matters with William Blum

Episode 9 - Asset Protection with Gideon Rothschild

Episode 8 - A Discussion with Marty Jackley, former South Dakota Attorney General

Episode 7 – Cryptocurrency with Dr. Daniel Kim

Episode 6 – International Trust Space with Jonathan Gopman

Episode 5 – Kaestner Case, Community Property Trusts and Directed Trusts with Jonathan Gopman