The Divestopedia Exit Strategy Podcast

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Syndication

In this session you will learn about:

  • Ways people can prepare emotionally and financially from earning money
  • Strategies  the wealthy use to minimize their taxes
  • What should clients look for in their “money person”?
  • The differences between brokerage firms, RIA firms, family offices and the other people out there advising clients about investments
  • How you can avoid Ponzi schemes and scammers

About Lisa Gray

Lisa Grey is the founder of Gray Matter Strategies LLC.

LISA GRAY consults with domestic and international families and their advisors on the direct influence of generational perspectives, family dynamics, and governance on wealth management decisions.

Ms. Gray has 21 years' experience in the wealth management industry and is the founder and managing member of graymatter STRATEGIES LLC.

Based on her experience in working with clients of wealth combined with her research and consulting experience through graymatter, she developed the proprietary diagnostic Wealth Optimization Consulting™ model of service presented in her first book, The New Family Office: Innovative Strategies for Consulting to the Affluent published by Euromoney Books in 2004.

The concept more accurately guides families and their advisors on the journey toward optimality in their relationships as well as in wealth management.

 

Direct download: Lisa_Gray_-_Wealth_Optimization_Expert.mp3
Category:general -- posted at: 9:15am EDT

In this session you will learn about:

  • Three things owners can do to start the exit planning (succession planning) process;
  • The best pre-sale-tax and estate planning opportunities;
  • How can people prepare emotionally and financially to go from wealth accumulation to wealth utilization;
  • Tax strategies that the wealthy are using right now; and
  • The most important things families can do to maintain family harmony after selling a business.

About John A. Warnick, Esq.


John A. (“John A”) Warnick is the founder of the Purposeful Planning Institute and Family Wealth Transitions & Solutions.

John A balances his enthusiasm for tax savings with in-depth discovery and purposeful questions to insure the planning is congruent with his client’s core values. He delivers workshops across the nation for estate planning attorneys and financial planners sharing the six paradigms of Purposeful Planning and the Seven Keys Of The Purposeful Trust (View Video).

Direct download: John_A._Warnick_Esq._-_Trust_Expert.mp3
Category:general -- posted at: 9:14am EDT

In this session you will learn about:

  • How owners can make sure their legacy is long-lasting and positive;
  • The most important thing a family can do to maintain harmony;
  • What you should know about ethical wills and how they influence families and help maintain family harmony after the death of a matriarch or patriarch;
  • How defining and sharing family values helps ease concerns when it comes to leaving an inheritance; and
  • How and why you should create a culinary memoir.
Direct download: Richard_C._Wilson_-_Family_Office_Expert.mp3
Category:general -- posted at: 3:33pm EDT

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