The Legacy Wealth Show
Why Aren’t More Investors Incorporating This? Family Office Principles | Ep. 41 | Jaime Redfern

Why Aren’t More Investors Incorporating This? Family Office Principles | Ep. 41 | Jaime Redfern

July 26, 2021

Family office events in Miami and new developments for the integrated team! Jaime Redfern of Legacy Integrated joins to discuss her family office experience in Miami and  tax planning. 

Investment Fire Drills & In-House Tax Planning Perspective | Ep. 40 | Benjamin Schamber

Investment Fire Drills & In-House Tax Planning Perspective | Ep. 40 | Benjamin Schamber

July 19, 2021

Benjamin Schamber of Legacy joins the show to discuss recent in-house happening including "fire-drills" and tax planning.

The Opportunity Of Private Markets | Ep. 39 | Will Cho

The Opportunity Of Private Markets | Ep. 39 | Will Cho

July 12, 2021

Will Cho of Conversus Stepstone, a global leader in private market investing, joins the show to highlight differences between the public market space and the private space!

The Power of Private Equity Within Your Porfolio | Ep. 38 | David Perkins

The Power of Private Equity Within Your Porfolio | Ep. 38 | David Perkins

June 7, 2021

The man behind America's biggest Registered Investment Advisory Firm (R.I.A.) at one point, David Perkins, now runs Hatteras Partners and specializes in brining Private Equity opportunities to retail investors. David shares a wealth of knowledge around what private equity may offer compared to just being in the stock market.

Manager Selection Is Key In Private Deals | Ep. 37 | Todd Williams

Manager Selection Is Key In Private Deals | Ep. 37 | Todd Williams

June 1, 2021

Todd Williams of Hamilton Point joins the show to discuss managers roles in a funds success. Then he shares thoughts around the hospitality sector of real estate and opportunities that lie there.

Trailer Cash!? How Mobile-Home Investing Offers Attractive Opportunities | Ep. 36 | Ryan Smith

Trailer Cash!? How Mobile-Home Investing Offers Attractive Opportunities | Ep. 36 | Ryan Smith

April 19, 2021

Mobile-Home investing has been a huge success for investor and Elevation Capital CEO Ryan Smith. Learn how this unique real-estate asset class can offer benefits to a portfolio!

Real Estate Investing Considerations| Ep. 35 | Mason Winder

Real Estate Investing Considerations| Ep. 35 | Mason Winder

April 12, 2021

Local real-estate professional Mason Winder of EXP joins the show to discuss real-estate and the importance of surrounding yourself with professionals.

The Advantage Of Real Estate Investing Without Being A Landlord | Ep. 34 | Mike Hollister

The Advantage Of Real Estate Investing Without Being A Landlord | Ep. 34 | Mike Hollister

April 5, 2021

What are institutions-like investors approaching how to structure their portfolios and how does real estate fit in? Mike Hollister of Vinebrook stops in to discuss this and the advantages this type of investing has. 

Cryptocurreny Breakdown & Institutional Investing | Ep. 33 | Max Robbins

Cryptocurreny Breakdown & Institutional Investing | Ep. 33 | Max Robbins

March 29, 2021

Legay's in-house cryptocurrency analyst joins the show with Max Robbins to break down crypto and how this may be utilized with institutional investing principles. 

Utilizing Family Wealth Without Ruining Your Kids & Dynasty Planning | Ep. 32 | Rick Durfee

Utilizing Family Wealth Without Ruining Your Kids & Dynasty Planning | Ep. 32 | Rick Durfee

March 22, 2021

Listen as attorney and advanced estate planner/asset protection professional Rick Durfee shares key insights that families should consider as they build and pass on their wealth!

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