Podcast Episode 119: Billionaire Wealth Strategies for Entrepreneurs | Chapter 4

Podcast Episode 119: Billionaire Wealth Strategies for Entrepreneurs | Chapter 4

Estate planning is deciding who raises your kids, who controls your assets, and what values outlast your wealth. From wills and powers of attorney to dynasty trusts and donor-advised funds, there's a lot to get right and the cost of getting it wrong falls on your family. Foundational documents set the floor, irrevocable trust structures move appreciating assets outside the taxable estate, and family governance holds all of it together. Without the conversations and the framework, the documents don't mean much. Charitable planning rounds it out, including why donating cash is generally the least effective approach. Those who navigate this well made decisions early, built the right structures, and made sure no one was left guessing. Make Rich Real: Where Million-Dollar Businesses Meet Billionaire Strategies Connect with us: Website: https://dewwealth.com/ LinkedIn: https://www.linkedin.com/company/dew-wealth-management/ DISCLAIMER: Please note that the content presented in this video is for educational and informational purposes only and should not be considered as legal, tax, or investment advice. Dew Wealth Management, LLC expressly disclaims any liability, loss, or risk that may be incurred as a consequence, either directly or indirectly, of the use of any of the information contained in this content. Viewers should consult with their legal, tax, accounting, and/or investment professionals to determine the applicability and potential appropriateness of the topics discussed herein to their individual circumstances. The presenters are Jim Dew, Founder and CEO, and Bryce Keffeler, Managing Partner of Dew Wealth Management, LLC, a registered investment adviser. The content presented in this video is not a solicitation or referral to Dew Wealth Management, LLC, for investment advisory services. This media is not selling, soliciting, or negotiating the sale of any real estate, insurance contracts, securities, or other investment vehicles. Jim Dew and Bryce Keffeler do not endorse any specific investments, investment strategies, advisors, or financial service firms. Please note that laws and regulations regarding providing investment advice may vary depending on the jurisdiction and the specific circumstances. It is advisable to consult with a legal professional to ensure compliance with all applicable laws. The above summary disclosure is provided as an overview and is not intended to be comprehensive.

Episode 118: Billionaire Wealth Strategies for Entrepreneurs | Chapter 3

Asset protection isn't something you set up after a lawsuit lands on your doorstep — it has to be in place before the threat arrives. This conversation walks through a layered framework for protecting everything entrepreneurs have built, using the metaphor of a castle with four distinct lines of defense: the moat (legal protections built into the law), the castle walls (personal and commercial insurance), the drawbridge (entity design and corporate structure), and the hidden vaults (asset protection trusts). From umbrella policies and scheduled personal property to employment practices liability, cyber coverage, and D&O insurance, Jim and Bryce cover the policies entrepreneurs commonly carry — and the ones they overlook. Life insurance and disability insurance round out the picture, with a practical look at how incentives in the insurance industry can work against buyers who don't have an advocate in their corner. Entity design gets equal attention, including what it takes to protect the corporate veil and why a clean operating agreement matters more than most partners want to think about. Domestic and foreign asset protection trusts close out the framework, along with an honest assessment of when the added complexity is (and isn't) worth it. Make Rich Real: Where Million-Dollar Businesses Meet Billionaire Strategies Connect with us: Website: https://dewwealth.com/ LinkedIn: https://www.linkedin.com/company/dew-wealth-management/ DISCLAIMER: Please note that the content presented in this video is for educational and informational purposes only and should not be considered as legal, tax, or investment advice. Dew Wealth Management, LLC expressly disclaims any liability, loss, or risk that may be incurred as a consequence, either directly or indirectly, of the use of any of the information contained in this content. Viewers should consult with their legal, tax, accounting, and/or investment professionals to determine the applicability and potential appropriateness of the topics discussed herein to their individual circumstances. The presenters are Jim Dew, Founder and CEO, and Bryce Keffeler, Managing Partner of Dew Wealth Management, LLC, a registered investment adviser. The content presented in this video is not a solicitation or referral to Dew Wealth Management, LLC, for investment advisory services. This media is not selling, soliciting, or negotiating the sale of any real estate, insurance contracts, securities, or other investment vehicles. Jim Dew and Bryce Keffeler do not endorse any specific investments, investment strategies, advisors, or financial service firms. Please note that laws and regulations regarding providing investment advice may vary depending on the jurisdiction and the specific circumstances. It is advisable to consult with a legal professional to ensure compliance with all applicable laws. The above summary disclosure is provided as an overview and is not intended to be comprehensive.

Episode 117: Billionaire Wealth Strategies for Entrepreneurs | Chapter 2

Your advisors are each solving a different piece of the puzzle, with no one looking at the whole board. Tax, legal, insurance, investments — professionals who rarely speak to each other, while the entrepreneur in the middle bears the responsibility of coordinating it all without the bandwidth or expertise to manage it effectively. A Fractional Family Office® changes that by serving as the central hub: coordinating across your advisory relationships, identifying where strategies conflict, and aligning the entire team around a single, cohesive plan. For business owners who have outgrown the traditional advisor model, the Fractional Family Office® was built to solve that misalignment from the inside out. Make Rich Real: Where Million-Dollar Businesses Meet Billionaire Strategies Connect with us: Website: https://dewwealth.com/ LinkedIn: https://www.linkedin.com/company/dew-wealth-management/ DISCLAIMER: Please note that the content presented in this video is for educational and informational purposes only and should not be considered as legal, tax, or investment advice. Dew Wealth Management, LLC expressly disclaims any liability, loss, or risk that may be incurred as a consequence, either directly or indirectly, of the use of any of the information contained in this content. Viewers should consult with their legal, tax, accounting, and/or investment professionals to determine the applicability and potential appropriateness of the topics discussed herein to their individual circumstances. The presenters are Jim Dew, Founder and CEO, and Bryce Keffeler, Managing Partner of Dew Wealth Management, LLC, a registered investment adviser. The content presented in this video is not a solicitation or referral to Dew Wealth Management, LLC, for investment advisory services. This media is not selling, soliciting, or negotiating the sale of any real estate, insurance contracts, securities, or other investment vehicles. Jim Dew and Bryce Keffeler do not endorse any specific investments, investment strategies, advisors, or financial service firms. Please note that laws and regulations regarding providing investment advice may vary depending on the jurisdiction and the specific circumstances. It is advisable to consult with a legal professional to ensure compliance with all applicable laws. The above summary disclosure is provided as an overview and is not intended to be comprehensive.

Episode 116: Billionaire Wealth Strategies for Entrepreneurs | Chapter 1

What does Make Rich Real® mean to you? Jim and Bryce dive into Chapter 1 of Billionaire Wealth Strategies for Entrepreneurs: The Fractional Family Office®, exploring what it means to build wealth with intention and why defining your vision is the starting point for everything else. What that looks like is different for everyone. It might be flying first class or private, taking three months to explore Europe, funding education for future generations, or supporting causes close to your heart. Clarify that purpose, then explore the four stages of the entrepreneurial journey and why even those still in survival mode should start asking these questions now. Make Rich Real: Where Million-Dollar Businesses Meet Billionaire Strategies Connect with us: Website: https://dewwealth.com/ LinkedIn: https://www.linkedin.com/company/dew-wealth-management/ DISCLAIMER: Please note that the content presented in this video is for educational and informational purposes only and should not be considered as legal, tax, or investment advice. Dew Wealth Management, LLC expressly disclaims any liability, loss, or risk that may be incurred as a consequence, either directly or indirectly, of the use of any of the information contained in this content. Viewers should consult with their legal, tax, accounting, and/or investment professionals to determine the applicability and potential appropriateness of the topics discussed herein to their individual circumstances. The presenters are Jim Dew, Founder and CEO, and Bryce Keffeler, Managing Partner of Dew Wealth Management, LLC, a registered investment adviser. The content presented in this video is not a solicitation or referral to Dew Wealth Management, LLC, for investment advisory services. This media is not selling, soliciting, or negotiating the sale of any real estate, insurance contracts, securities, or other investment vehicles. Jim Dew and Bryce Keffeler do not endorse any specific investments, investment strategies, advisors, or financial service firms. Please note that laws and regulations regarding providing investment advice may vary depending on the jurisdiction and the specific circumstances. It is advisable to consult with a legal professional to ensure compliance with all applicable laws. The above summary disclosure is provided as an overview and is not intended to be comprehensive.

Episode 115: Billionaire Wealth Strategies for Entrepreneurs | Intro

Hitting a million dollars in personal income feels like the finish line — until you see the tax bill. This episode kicks off a chapter-by-chapter walk through Billionaire Wealth Strategies for Entrepreneurs, starting with the origin story behind the Fractional Family Office® model. From the Wealth Mastery Matrix — a four-quadrant framework for diagnosing where you stand in your wealth planning — to the case for why entrepreneurs doing 7 to 9 figures deserve the same coordinated approach billionaires have used since the Rockefeller era, this is a grounding conversation for entrepreneurs who realized that making more money doesn't automatically mean keeping more of it. Make Rich Real: Where Million-Dollar Businesses Meet Billionaire Strategies Connect with us: Website: https://dewwealth.com/ LinkedIn: https://www.linkedin.com/company/dew-wealth-management/ DISCLAIMER: Please note that the content presented in this video is for educational and informational purposes only and should not be considered as legal, tax, or investment advice. Dew Wealth Management, LLC expressly disclaims any liability, loss, or risk that may be incurred as a consequence, either directly or indirectly, of the use of any of the information contained in this content. Viewers should consult with their legal, tax, accounting, and/or investment professionals to determine the applicability and potential appropriateness of the topics discussed herein to their individual circumstances. The presenters are Jim Dew, Founder and CEO, and Bryce Keffeler, Managing Partner of Dew Wealth Management, LLC, a registered investment adviser. The content presented in this video is not a solicitation or referral to Dew Wealth Management, LLC, for investment advisory services. This media is not selling, soliciting, or negotiating the sale of any real estate, insurance contracts, securities, or other investment vehicles. Jim Dew and Bryce Keffeler do not endorse any specific investments, investment strategies, advisors, or financial service firms. Please note that laws and regulations regarding providing investment advice may vary depending on the jurisdiction and the specific circumstances. It is advisable to consult with a legal professional to ensure compliance with all applicable laws. The above summary disclosure is provided as an overview and is not intended to be comprehensive.