EP-134 THE CORPORATE TRANSPARENCY ACT and ESTATE PLANNING with STEPHEN LISS

The Corporate Transparency Act is legislation that is going to touch all high net worth clients in 2024. This is like KYC procedures on steroids and investors need to be aware of it. Attorney, STEPHEN LISS helps us

June 13, 2023 • Blog, Common Sense Policy, Financial Essentials, Podcasts, Politics & Policy • Views: 1107

EP-107 RETHINKING “FIDUCIARY” OVERSIGHT OF INVESTMENTS with JAMES WATKINS

Occasionally we get a court case that has ripple effects across the fiduciary, asset management and investment management industries. In this episode, we’re going to look at the Potentially massive implications of the recent

March 1, 2022 • Blog, Finance & Economics, Podcasts, Politics & Policy, Psychology, Worth Reading and Watching • Views: 1758

EP.75 INDIVIDUAL TRUSTEESHIP with MARGUERITE LORENZ

The 75th “Wealth Actually” Podcast . . . Wow . . . it seems like I just started this project a few months ago. It has been 4 and a half years since the first one . . . it’s alarming how fast time flies.

January 27, 2021 • Blog, Entrepreneurs, Financial Essentials, Podcasts, Psychology, Worth Reading and Watching • Views: 2032

EP.63 BUILDING A NEW TRUST COMPANY: A Discussion with BETSY BROWN

Part of the fun of the Wealth Actually podcast is to delve into topics around wealth management and better ways to help families understand the intersection between wealth and the fulfillment of goals and ideals. I also get to

September 4, 2020 • Blog, Common Sense Economics, Entrepreneurs, Finance & Economics, Financial Essentials, Podcasts, Psychology, Worth Reading and Watching • Views: 3081

Ep.60 FIDUCIARY LIABILITY with JUDY PEARSON

Judy Pearson is the Founder and CEO of Nomadx. Nomadx helps fiduciaries, officers, directors, trust companies and law firms identify the risks in their practices and insure them against liability. She has over 37 years of

July 14, 2020 • Blog, Current Market Data, Entrepreneurs, Finance & Economics, Podcasts, Psychology • Views: 2027

trustees
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