by Excelsior Capital | Mar 13, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS The Revolution That Wasn'tHow has technology impacted modern finance and created an asymmetrical relationship between Wall Street and individual investors? In this episode, we speak with Spencer Jakab, the author of The Revolution That...
by Excelsior Capital | Mar 13, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS Tax Savings Secrets: How Cost Segregation Analysis Can Save You MoneyHow can cost segregation analysis help real estate investors maximize their returns? In this episode, John Hanning explores the potential benefits of cost recovery studies...
by Excelsior Capital | Mar 10, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS What is a Family Owner’s Manual and Do I Need One?It’s time to make sure you and your family are set up to continue success for generations to come. Today, Josh Kanter shares his journey transitioning from practice as a transactional...
by Excelsior Capital | Mar 10, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS Key Characteristics of High-Performing Family OfficesAre family offices becoming more popular? In this episode, Robert Daugherty dives into the importance of having a functional family office, and the role of the Chief Learning Officer in...
by Excelsior Capital | Mar 10, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS Talking to Your Parents about Their FinancesAs your parents age, you may find that you want or need to broach the often-difficult subject of finances. In this episode, Cameron Huddleston, an award-winning personal finance journalist,...
by Excelsior Capital | Mar 9, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS Pros, Cons, and Features of Robo-Advisors for the WealthyLearn how to amass wealth – the right way, for you. In this episode, Barbara Friedberg, a former portfolio manager and university investments and finance instructor, delves into how...
