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Frazer Rice
Wealth ActuallyEpisodes
Frazer Rice
Wealth Actually
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Episodes of Wealth Actually
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The transition of wealth between generations has put the spotlight squarely on fiduciary roles. With the rapid changes in the financial services space, directed trustees and independent administrative trust companies have exploded in popularit
Dr. RICHARD HAASS takes us on a tour of The World's Hot Spots. We also discuss the U.S. in 2024 and the concept of citizen ship.
Episode 151 - MARK HOUSECryopreservation and wealth was once the purview of science fiction and Hollywood. Freezing one's self to be revived in the future is not just something out of Issac Asimov book or a Ridley Scott movie. The science,
Episode 150 DAVID LESPERANCE AND MELVIN WARSHAWIn this 150th Episode, we revisit the topic of citizenship and expatriation and try to answer the question, "Should I expatriate?." Establishing a life outside the friendly confines of the
Episode 148: Aon's Latanya SimmonsAon's LaTanya Simmons on Florida and California Property InsuranceThe challenging Florida and California property insurance environment is a huge topic of conversation. Anyone looking to insure a pro
EP-148LALIT PANDA on Optimizing Supply Chains in a Chaotic World and the Steps to Protect and Improve Company OperationsDefining the term "supply chain" and understanding what a company should control and what to outsource has never bee
Episode 147DAVID WASSERMAN of the COOK POLITICAL REPORT on Analyzing the Crazy 2024 ElectionsHow should we be analyzing the crazy 2024 elections? Coming off of the Iowa Caucuses and with almost a week before the New Hampshire Primary, t
Episode 146 - Roles and Responsibilities in Trust and Estate Documents with Jenny RozelleWhat if you are named in a will or a trust?In the world of estate planning, many people who are written into important roles don't know they are me
The municipal bond market has been long-prized as a stable, tax advantaged income generator for individuals,After years of a low interest rate environment, the asset class is getting renewed attention . . . And it’s not just from investors!
The CORPORATE TRANSPARENCY ACT is less than a month away from going live and the wealth management industry doesn't seem to be too worried about it. That worries me because it affects at least 32 million entities according to FinCen- including
While all families in the U.S. should have an estate plan, a comprehensive plan is particularly important when your family ties and assets span more than one country. Estate planning can be a challenging task for anyone, but add multiple
JARED DILLIAN is one of the authentic unfiltered voices in finance and trading. He is also a true polymath.His newsletters include The Daily Dirtnap, a daily market newsletter for investment professionals, and We’re Gonna Get Those Bastards
https://open.spotify.com/show/51hVAo0WB8Lp1ECeyCWZhC"September 29, 1913: the steamship Dresden is halfway between Belgium and England. On board is one of the most famous men in the world, Rudolf Diesel, whose new internal combustion engine
Philanthropy is one of the most important tools for families to strengthen their communities, establish their legacy and communicate their values - both inwardly and outwardly. What happens when the organizations that receive family resources
This episode is a little different. I'm going to talk about the importance of balance and health. This time I'm the example. I'm hitting the half century mark this year. After 3 years of COVID disrepair and neglect, I knew I needed a change.
"Venture Capital" is a small subset of private equity surrounded in mystique and fable. In reality, the world of start-ups is filled with the highs and lows of hard work, loneliness, crushing disappointment and, sometimes, unbelievable success
Real Estate investing is seen as the holy grail of passive income and wealth independence. One of the popular facets of real estate investing is the tax advantage that much of the IRS code provides to the owner/operator. High on the list of coc
One of America's best (and most quotable) judges, Learned Hand said, "Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a pa
"Behavioral Finance" is all the rage.BeFi (as the not-so-cool kids in the financial world call it) is the next phase in guiding individuals, teams, boards, companies, and leaders to better decision-making.There is plenty of material tel
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 understand the scope of the
State Estate Taxes - State Estate taxes can be a nasty surprise- especially with the disconnect between State and Federal Exclusions. Currently, the Federal Exemption stands at $12.92mm per person. 17 states have and estate or inheritance
Crisis Management in the Wealth SpaceLawyers, Accountants, Wealth Advisers and other advisers – are used to dealing with difficult situations all at the heart of their specialty. But often, the advice the clients need goes past the wealth
Why Do You Podcast? And How Does It Help in the Wealth/Law Space?Why do I do it?What’s involved? How does it interact with your career? Should I do it? (YES- At least try it)How did you get started and how much does it cost?
In this episode, I recount my experience in taking the plunge and jumping from a stable, large bank job to swim in some different waters. "Funding the Pivot" was written a few years ago as I was doing the post-mortem on my post-book experience.
The FAMILY OFFICE – a term that is surrounded by mystique.It conjures notions of massive wealth, mahogany infused offices, private jets and money that has reached escape velocity. When one probes deeper, it connotes secrecy, exotic opportun
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