Wealth and Law

Recent Episodes

Optimized Charitable Lead Trusts

Posted November 30, 2022 • 00:38:18

Brent chats with Jonathon Morrison about how to optimize charitable lead annuity trusts. They talk about the mechanics, running the numbers, and the...

Finding Meaning in Profit

Posted November 18, 2022 • 00:27:45

Brent chats with Bessi Graham about how businesses can provide meaningful change in the world while making a profit. They discuss finding meaning, working...

Smart Business Growth

Posted November 11, 2022 • 00:29:15

Brent chats with John Briggs about how companies can grow in a smart way. They discuss cash flow management, paying yourself, hiring, and how to build...

Discovering Fraud

Posted November 4, 2022 • 00:28:52

Brent and Tracy Coenen chat about finding fraud in businesses and divorce, helping people in difficult moments, and red flags of fraudulent financial...

Family Offices and Private Equity

Posted October 28, 2022 • 00:29:44

Brent and Dror Futter discuss the numerous challenges family offices face when investing in private equity–from lack of understanding typical terms...