Podcast
Graham is currently hosting the second season of his acclaimed Diary of a High Net Worth Investor podcast, interviewing the movers and shakers in the financial world to help high net worth families to build, protect and transfer long term wealth in the challenging times that we are living through.
Sample episodes:
The Sherlock Holmes of stock markets working for 'Poor Millionaires' - Swen Lorenz
Swen Lorenz, like Warren Buffet, started buying stocks and shares as a teenager and never stopped. His gift is unearthing unusual opportunities and special situations anywhere on the planet, even including a way of playing Donald Trump’s interest in Greenland!
Swen shares his findings through UndervaluedShares.com and by hosting dinners with thought leaders on every continent. He presents the best ideas at the annual Weird Shit Investing summit and has recently launched a new community for ‘Poor Millionaires’, those with a net worth of £2-20 million who he and I agree are poorly served by the financial services industry.
Turning Real Estate Into Liquid Money with Antony Abell
It’s very rare to find an entrepreneur who is shaking up a major asset class through new technology and new thinking. In today’s episode we meet just such a man in Canadian Antony Abell, CEO of TPX Property Exchanges.
He’s lived in the UK for many years, including a spell in the army and as an Olympic skiing coach before turning to the business world. He’s been involved with 24 companies in 28 years and his latest venture is the most disruptive yet – turning property into liquid funds through TPX Property Exchanges.
The London exchange is the first to launch, with 20 other target sites around the world planned for the next 18 months. The social and economic impact of this platform will be huge, enabling young families to buy half price homes and the asset rich and cash poor to achieve instant liquidity without the compound interest of equity release or lifetime mortgages.
Tax Planning For Wealthy Americans with Neil Jesani
For a long time now I’ve been telling my high net worth clients that, as their wealth increases, they need to upgrade their advisory team. Too many families remain loyal to accountants and tax consultants who do not deal with clients of a similar profile. My guest today only deals with American clients earning $2 million plus a year, providing a mix of tax advice and wealth management designed to help them hang onto as much of their hard earned dollars as possible. His practice embraces how to structure your business and investment affairs to best effect, dealing with an exit from your business and planning the transfer of wealth to the next generation. He is Neil Jesani, a Forbes Council member and author of the best selling book, “Win The War For Money And Success”.
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