Pass Millions Tax-Efficiently: How GRATS (Grantor Retained Annuity Trusts) Actually Work

How to Raise Grounded Kids After a Business Exit (Pt. 1)

What happens when a family experiences significant wealth—but the children still grow up grounded, generous, and motivated? In this conversation, entrepreneur Steve R. shares how he and his wife navigated parenting through a successful business exit, taught their children about money, work, generosity, and faith, and avoided many of the pitfalls that often come with wealth. You'll hear practical lessons on raising financially responsible kids, family values, inheritance expectations, generosity, and preparing the next generation for wealth. If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit https://engagewithbirchwood.com

Victor Haghani on Why Wealth Doesn't Last: Lessons from The Missing Billionaires

What happens to great fortunes over generations—and why do so few billionaire families stay wealthy? In this episode, former Long-Term Capital Management co-founder Victor Haghani shares lessons from his book The Missing Billionaires, revealing why wealth preservation is harder than most people realize. Learn about investing, risk management, diversification, intergenerational wealth planning, market crashes, tax-efficient investing, direct indexing, and why Victor invests his own family's money in low-cost index funds. If you're interested in family wealth, financial independence, investing, and preserving wealth across generations, this conversation is packed with practical insights. Victor's firm: https://elmwealth.com/ [https://elmwealth.com/] Elm Wealth YouTube: https://www.youtube.com/@elmwealth [https://www.youtube.com/@elmwealth] *** If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit https://engagewithbirchwood.com

Wealth, Marriage, and Prenups: What Families & Advisors Get Wrong

If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit https://engagewithbirchwood.com [https://engagewithbirchwood.com] Should inherited wealth stay separate in marriage? In this video, we explore the difficult conversation many wealthy families face around prenups, inherited assets, and protecting family wealth. Rather than focusing only on financial risk, we discuss the relational and emotional impact prenups can have on agency, loyalty, unity, and equality within a marriage. At Birchwood Capital, we believe wealth planning should consider both financial outcomes and family relationships. This episode examines how prenups, separate property trusts, and asset protection strategies can shape marriages long before any legal issue ever arises. If you're part of a high-net-worth family, expecting an inheritance, or navigating marriage and wealth planning, this conversation offers a thoughtful perspective rarely discussed in traditional financial advice.

Don't Make This Mistake With Charitable Donations & Appreciated Stock

If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit https://engagewithbirchwood.com [https://engagewithbirchwood.com] Think you can write off 100% of your income with charitable donations? Not so fast. In this video, we break down the IRS rules for charitable tax deductions, including the real limits on cash donations, appreciated stock, donor-advised funds, and private foundations. Learn how high-income earners, business owners, and charitably inclined families can maximize tax savings, avoid costly mistakes, and use strategies like donating appreciated stock to reduce both income taxes and capital gains taxes. We also cover the new charitable deduction changes starting in 2026 and walk through real tax software examples to show how the rules actually work.

Pass Millions Tax-Efficiently: How GRATS (Grantor Retained Annuity Trusts) Actually Work

If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit: https://engagewithbirchwood.com [https://engagewithbirchwood.com/] What is a GRAT (Grantor Retained Annuity Trust) and how do the wealthy use it to pass on millions tax-efficiently? In this video, we break down how GRATs work, who they're for, and why billionaires like Mark Zuckerberg and Jensen Huang use them for estate planning. You'll learn the step-by-step mechanics, real-world examples, key benefits, risks, and strategies like "zeroing out" GRATs to potentially transfer massive wealth with little to no estate tax.