by Excelsior Capital | Jun 27, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS The Great Wealth Transfer: Strategic Planning, Family Values & Emerging Decision MakersTom Geddes and Alice Paik join the Capital Club Podcast to discuss their work at Brown Advisory, a financial advisory firm with an institutional and...
by Excelsior Capital | Jun 27, 2023 | Podcasts
EXCELSIOR CAPITAL PRESENTS Raising Capital, Investment Structures, and Partnering with $1B+ Balance Sheet PartnersRichard Wilson, CEO and founder of the Family Office Club, shares his experience and insights into high-net-worth family wealth management. Back to all...
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...
