『The Wealth Mentor』のカバーアート

The Wealth Mentor

The Wealth Mentor

著者： Susan Lindeque
無料で聴く

【Amazonプライム会員限定】今ならプレミアムプランが4か月 月額99円。

10月19日まで。※適用条件あり
The Wealth Mentor is your no-noise guide to building real, lasting wealth.

Susan Lindeque breaks down frontier tech, real estate, digital assets, and smart investing with clarity, calm confidence, and zero hype. Think bigger, invest smarter, and build wealth that actually lasts.

The Advisor Network マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
エピソード
  • Why the Third Generation Loses the Wealth

    Why the Third Generation Loses the Wealth
    2026/08/12
    Generational wealth disappears from most families by the third generation, not because of bad luck, but because the governance, communication, and succession structures were never built to hold it. The missing piece is never the money.

    Susan Lindeque spent 14 years as the chief investment officer of a single family office managing wealth across three generations and multiple countries, then founded Avestix to share what she learned. After this episode, you will know exactly what the families who keep their wealth do differently.

    Connect with Susan Lindeque
    🌐 Website: www.avestix.com
    🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
    📩 Email: susan@avestix.com
    続きを読む 一部表示
    35 分
  • The Compliance Gaps Quietly Exposing Family Offices

    The Compliance Gaps Quietly Exposing Family Offices
    2026/07/14
    Most family offices believe their structure protects them, but it often does not.

    Susan Lindeque, Founder and CEO of Avestix Technology Holdings, has managed over a billion dollars in private assets and knows exactly where the quiet failures hide.

    In this episode, she exposes the compliance gaps families overlook — from offshore entities and digital assets to fragmented ownership structures — and shares the integrated, real-time framework that keeps complex wealth protected across generations.

    Connect with Susan Lindeque
    🌐 Website: www.avestix.com
    🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
    📩 Email: susan@avestix.com
    続きを読む 一部表示
    34 分
  • From Direct Deals to Quality Portfolios: A Family’s Path to Peace of Mind

    From Direct Deals to Quality Portfolios: A Family’s Path to Peace of Mind
    2026/07/07
    Most family offices investing millions in private deals are flying blind — and it's costing them years of regret.

    Susan Lindeque — private equity expert with over $1 billion invested — joins the show to reveal the critical due diligence steps most family offices skip when evaluating private deals while breaking down how to pressure-test financial projections and verify claims about competitive moats through real customer conversations.

    She shares her proven framework for building a focused investment thesis, vetting deal flow, and protecting your portfolio from the biggest pitfalls in private markets: weak management teams, regulatory blind spots, and liquidity risk.

    If you manage or advise family wealth, this episode gives you the process to invest smarter and sleep better at night.

    Connect with Susan Lindeque
    🌐 Website: www.avestix.com
    🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
    📩 Email: susan@avestix.com
    続きを読む 一部表示
    42 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません