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In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, our expert panel dives into the sophisticated tax and legal structures that family offices use to protect, preserve, and grow wealth.

From Private Placement Life Insurance (PPLI) to Tax Advantage Corporations and SPVs, you’ll hear how top investors structure deals for tax efficiency, asset protection, and multigenerational planning — and why most professionals overlook these strategies.

💡 Key Takeaways:

What is Private Placement Life Insurance (PPLI) and how it works for alternative assets

The Tax Advantage Corporation model — combining philanthropy, estate planning, and tax strategy

Why residency and income situs matter for wealth preservation

When and how to use SPVs for specific deal structures

Real examples from experienced family office leaders investing in crypto, oil & gas, and AI ventures

🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers.

🔗 Learn more at FamilyOffices.com

https://familyoffices.com/

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In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, top family office leaders discuss one of the most important — and most human — aspects of wealth: how to communicate, educate, and connect across generations.

From teaching children about finance and investing at an early age to integrating Gen 2 and Gen 3 into family office meetings, this conversation explores the values, respect, and real-world experiences that build lasting legacies.

💡 Key Takeaways:

How leading families teach the next generation about wealth and responsibility

Why respect and listening are essential to effective communication

Real examples of integrating children into investment and philanthropy discussions

How culture shapes family office dynamics and parenting styles

Simple ways to prepare future heirs for stewardship, not entitlement

🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers.
🔗 Learn more at FamilyOffices.com

https://familyoffices.com/

Send us a text

Join Richard C. Wilson, founder of the Family Office Club, for a powerful announcement about the Family Office Formula — a 4-city event series designed to help you think, negotiate, and invest like the ultra-wealthy.

Each one-day event features centimillionaire and decamillionaire speakers, pro athletes, and top investors sharing 50 proven strategies to:
✅ Grow your balance sheet faster
✅ Structure and close deals more effectively
✅ Apply the mental models of the ultra-wealthy
✅ Negotiate joint ventures and partnerships
✅ Build long-term, generational wealth

📍 Event Locations:

New York City
Los Angeles
Fort Lauderdale
Dallas

🎟️ Reserve your seat: https://familyoffices.com/formula

The Family Office Club has hosted 300+ investor events over 18 years, featuring 1,500+ investors and 250+ speakers from across the world.

If you want to connect directly with investors, family offices, and fund managers in person — this is where it happens.

👉 Learn more at: https://familyoffices.com/formula

#FamilyOfficeClub #InvestorEvents #PrivateInvesting #WealthBuilding #FamilyOfficeFormula

https://familyoffices.com/