
Send us Fan Mail Four insights in one episode, each from a different voice. A second-gen family office investor says ego is the single biggest destroyer of wealth — it makes you miss small details, over-rely on past success, and walk into deals you should have walked away from. An audience member introduces private placement life insurance — a custom IRS-compliant policy structure that lets your family office hold alternative assets in a tax-deferred environment. A software investor explains ...
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