Cross-Border Wealth Planning: Protecting Assets & Navigating Global Tax | Sarah Jacobson, Day Pitney

From Fear to Strength: The Wealth 3.0 Approach to Advising Families | with Dr. Jim Grubman

What if everything you've been told about generational wealth transfer is wrong? In this thought-provoking episode of On Pointe, hosts David and Carlos sit down with Dr. Jim Grubman, one of the most influential voices in family wealth psychology and author of the groundbreaking book Strangers in Paradise. The conversation takes us inside real family meetings where G3 inheritors confess to feeling like mere "conduits" for wealth rather than purposeful stewards. Dr. Grubman shares a powerful analogy from the Mayo Clinic that reframes how advisors should think about their role not as quarterbacks calling plays, but as air traffic controllers ensuring nothing crashes and everything arrives on time. From debunking the "great wealth transfer" myth to exploring why trust design is a lagging indicator that won't impact families for decades, this episode is essential listening for anyone navigating multigenerational wealth, whether you're a wealth creator, an inheritor, or an advisor seeking a more enlightened approach. Timestamped Chapters: 00:00 - Introduction & The Evolution of Family Wealth Psychology 11:27 - Purpose, Stewardship, and the "Conduit" Problem for Inheritors 19:17 - The Family Office Explosion: Separating Marketing from Reality 25:59 - Debunking the "Great Wealth Transfer" Myth 37:47 - The Wealthosaurus Project and Defining Industry Terms 41:41 - The Rise of the Expert Generalist and Integrated Advising 47:02 - From Fear-Based to Strengths-Based Advising: The Biggest Shift Co-hosted by Element Pointe Family Office CEO and Co-Founder David Savir and CIO and Co-Founder Carlos Dominguez, this podcast explores topics that matter to ultra-high-net-worth families and family offices. Each episode features candid, in-depth conversations with expert advisors, industry leaders, and influential voices across wealth management, investing, philanthropy, cybersecurity, art, travel, private aviation, and more. Follow us on YouTube, Spotify, and Apple Podcast. Links: Element Pointe Family Office: elementpointe.com [http://elementpointe.com] Spotify: https://open.spotify.com/show/7zeWi0jLDpbaw90AHsvh5r?si=d856e03ca281479e [https://open.spotify.com/show/7zeWi0jLDpbaw90AHsvh5r?si=d856e03ca281479e] Apple Podcast: https://podcasters.spotify.com/pod/show/on-pointe [https://podcasters.spotify.com/pod/show/on-pointe] Disclaimers: The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions. This content is for general informational purposes only and does not constitute legal advice. Listening to, commenting on, or reading a transcript of this podcast does not establish an attorney-client relationship. If you require legal advice on a specific matter, please consult with an attorney. Questions: marketing@elementpointe.com [marketing@elementpointe.com] #MultiFamilyOffice #WealthManagement #InvestmentInsights #UHNW #Lifestyle

Cross-Border Wealth Planning: Protecting Assets & Navigating Global Tax | Sarah Jacobson, Day Pitney

What happens when a US family member moves abroad, or when you finally buy that dream villa in Tuscany? The tax and estate planning implications might surprise you and could even render your investment worthless if you're not careful. In this episode, host David Savir reconnects with law school classmate Sarah Jacobson, a Partner at Day Pitney and one of the leading voices in international estate planning for high-net-worth families. Based in Miami, Sarah has spent her career navigating the complex intersection of US tax law, foreign trust structures, and cross-border wealth transfers. Their conversation reveals eye-opening scenarios that catch even sophisticated families off guard: how a single trustee relocating to the UK can accidentally trigger an exit tax on an entire trust, why funding a simple revocable living trust while living abroad could cost you 20% upfront in certain countries, and the surprising concept of "forced heirship" that overrides your will in places like Italy and Costa Rica. Sarah also shares how the rise of digital nomads and second-passport seekers is creating tax complexities that existing laws simply haven't caught up with yet. Whether you own foreign real estate, have family members scattered across the globe, or are considering a move abroad yourself, this episode is essential listening. Chapters: 00:00 – Cross-Border Wealth Planning: Protecting Assets & Navigating Global Tax | Sarah Jacobson, Day Pitney 01:30 – Sarah's Practice: Inbound vs. Outbound International Estate Planning 04:02 – When US Family Members Move Abroad: Trust Implications and the Exit Tax Trap 10:16 – Family Dynamics: Navigating Different Treatment for Global Family Members 13:04 – Owning Property Abroad: Forced Heirship, Succession, and the Brussels IV Election 20:42 – US Citizens Relocating Overseas: Hidden Tax Pitfalls and the Revocable Trust Trap 25:11 – The Discovery Process: Getting a Holistic Picture of a Client's Global Life 28:01 – The Future of International Planning: Digital Nomads and Evolving Complexity 32:17 – Day Pitney's Family Office Practice: Why Family Offices Aren't Just Another Company 35:36 – Closing Thoughts and Farewell Co-hosted by Element Pointe Family Office CEO and Co-Founder David Savir and CIO and Co-Founder Carlos Dominguez, this podcast explores topics that matter to ultra-high-net-worth families and family offices. Each episode features candid, in-depth conversations with expert advisors, industry leaders, and influential voices across wealth management, investing, philanthropy, cybersecurity, art, travel, private aviation, and more. New episodes released twice a month on Thursdays. Follow us on YouTube, Spotify, and Apple Podcast. Links: Element Pointe Family Office: elementpointe.com Spotify: https://open.spotify.com/show/7zeWi0jLDpbaw90AHsvh5r?si=d856e03ca281479e Apple Podcast: https://podcasters.spotify.com/pod/show/on-pointe Disclaimers: The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions. This content is for general informational purposes only and does not constitute legal advice. Listening to, commenting on, or reading a transcript of this podcast does not establish an attorney-client relationship. If you require legal advice on a specific matter, please consult with an attorney. Questions: marketing@elementpointe.com #MultiFamilyOffice #WealthManagement #InvestmentInsights #UHNW #Lifestyle

Starting With Why: Advice for Founders Selling Their Business | with Aaron Slavens, Partner & Head of Private Equity at Holland & Knight

In this episode, we sit down with Aaron T. Slavens, Partner and Chair of the national Private Equity practice at Holland & Knight LLP, to unpack the state of the deal market in 2026. With decades of experience representing private equity funds, founders, and strategic investors, Aaron offers a rare 30,000-foot view of the middle market where most of the real action is happening. We explore why deal flow remains steady despite wars, tariffs, and interest rate shifts and why exits, not acquisitions, are the real bottleneck. Aaron explains how “dry powder” is still driving competition, why diligence has become far more rigorous, and how creative structures like continuation vehicles and structured equity are reshaping transactions. He also shares practical advice for business owners preparing for a sale, breaks down how reps & warranties insurance has transformed M&A risk, and offers candid insights on AI’s impact on both private equity and the legal profession. If you’re a founder, investor, or advisor navigating today’s evolving deal landscape, this conversation is essential listening. Chapters: 00:00 – Podcast Disclaimer 02:23 – The State of Private Equity in 2026 06:01 – Why SaaS & Software Deal Volume Has Dropped 09:03 – Creative Deal Structures: Continuation Vehicles & Structured Equity 12:53 – Beyond Valuation: Alignment & Management Buy-Ins 17:08 – Should a 70-Year-Old Founder Sell to PE? 25:53 – Reps & Warranties Insurance Explained 29:24 – How Often Do RWI Claims Actually Happen? 32:08 – How Insurance Companies Underwrite M&A Deals 37:46 – AI, Automation & the Future of Professional Services 42:50 – Advice for Law Students in the Age of AI 46:15 – The Growth of Middle-Market Private Equity 48:11 – Why South Florida Is a Deal-Making Hotspot 49:18 – Closing Thoughts & Final Disclaimer Co-hosted by Element Pointe Family Office CEO and Co-Founder David Savir and CIO and Co-Founder Carlos Dominguez, this podcast explores topics that matter to ultra-high-net-worth families and family offices. Each episode features candid, in-depth conversations with expert advisors, industry leaders, and influential voices across wealth management, investing, philanthropy, cybersecurity, art, travel, private aviation, and more. New episodes released twice a month on Thursdays. Follow us on YouTube, Spotify, and Apple Podcast. Links: Element Pointe Family Office: https://www.elementpointe.com/ [https://www.elementpointe.com/] Mail to: marketing@elementpointe.com Spotify: https://open.spotify.com/show/7zeWi0jLDpbaw90AHsvh5r?si=d856e03ca281479e Apple Podcast: https://podcasters.spotify.com/pod/show/on-pointe Disclaimers: The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions. This content is for general informational purposes only and does not constitute legal advice. Listening to, commenting on, or reading a transcript of this podcast does not establish an attorney-client relationship. If you require legal advice on a specific matter, please consult with an attorney. Questions: marketing@elementpointe.com #MultiFamilyOffice #WealthManagement #InvestmentInsights #UHNW #Lifestyle

From Rookie to Retirement: Smart Wealth Planning for Professional Athletes | with Kristopher Martin of Element Pointe Family Office

In the Season 1 finale of On Pointe, we sit down with Kristopher "K-Mart" Martin, a Senior Vice President at Element Pointe, whose journey to wealth management began in an unlikely place: the backstage of the music industry. After witnessing firsthand how talent could be taken advantage of during his time booking concerts, Kris pivoted from the entertainment world to protecting the financial futures of high-net-worth individuals. Today, one area where he applies those lessons is to a specific, high-stakes niche: professional athletes. This episode goes beyond standard investment advice. Kris pulls back the curtain on the unique financial ecosystem of pro sports, explaining why a $60 million contract doesn't mean $60 million in the bank, and why the "business manager" title can be a red flag. We explore the allure of venture capital deals and the critical importance of slowing down when the world tells you to speed up. Whether you are an aspiring athlete, a young advisor, or simply interested in the business of sports, Kris offers a masterclass on navigating the intersection of fame, sudden wealth, and long-term stability.Chapters00:00 Trailer01:30 Welcome to the Season 1 Finale: Introducing Kristopher "K-Mart" Martin.03:00 The Origin Story: From Booking Musical Talent to Wealth Management.05:47 The Pivot: How the Music Industry Inspired a Career Change.08:34 The Explosion of Sports Contracts and the W-2 Athlete Dilemma.10:49 Understanding the Athlete Psyche: It’s Not Just About the Game.13:05 Privacy, Social Media, and the Cost of Living a Public Life.15:35 The "Slow Down" Method: Essential Advice for Athletes Before the Big Contract.19:41 Common Mistakes: Buying Too Much House and Tax Implications.22:11 Philanthropy: Navigating Public vs. Private Foundations.24:34 The Shift from Endorsement to Ownership: Athletes as Entrepreneurs.27:51 Due Diligence: How to Spot Fraudulent Schemes and Bad Deals.34:14 Cash Flow 101: Understanding Guaranteed Money vs. Contract Triggers.37:24 When Might You Need a Wealth Advisor? (The Answer Might Surprise You).40:27 The Most Rewarding Part of the Job.42:25 Advice for Young Advisors: Why "Cool" Doesn't Equal Competent.46:41 The Rising Tide of Investment in Women’s Sports.Co-hosted by Element Pointe Family Office CEO and Co-Founder David Savir and CIO and Co-Founder Carlos Dominguez, this podcast explores topics that matter to ultra-high-net-worth families and family offices. Each episode features candid, in-depth conversations with expert advisors, industry leaders, and influential voices across wealth management, investing, philanthropy, cybersecurity, art, travel, private aviation, and more. New episodes released twice a month on Thursdays. Follow us on YouTube, Spotify, and Apple Podcast.Links:Element Pointe Family Office: elementpointe.com Spotify: https://open.spotify.com/show/7zeWi0jLDpbaw90AHsvh5r?si=d856e03ca281479eApple Podcast: https://podcasters.spotify.com/pod/show/on-pointeDisclaimers:The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.Questions: marketing@elementpointe.com#MultiFamilyOffice #WealthManagement #InvestmentInsights #UHNW #Lifestyle

The Private Aviation Playbook: Charter, Fractional, or Ownership | with Matt & Gabe of Guardian Jet

Private aviation is often seen as the pinnacle of luxury, but it's also a highly dynamic and evolving market where informed decisions are key to maximizing value and minimizing potential setbacks. In this episode of *On Pointe*, David and Carlos are joined by Matt Walter and Gabe Bastos, Managing Partners at Guardian Jet, to explore the complexities of buying and owning a private aircraft in today's market. With a combined experience in managing billions of dollars in transactions and a strong focus on data-driven analysis, Matt and Gabe share their approach to aviation by prioritizing long-term strategy and personalized consulting over quick, transactional sales.The conversation goes beyond the price tag, offering valuable insights into the realities of ownership. From navigating post-pandemic supply chain challenges to understanding the evolving technology of avionics, Matt and Gabe share their expert perspectives on what really matters when it comes to managing an aircraft asset. They explain why a flashy exterior might not always signal quality, and why many buyers miss crucial factors during the inspection process.Whether you're a first-time buyer considering fractional ownership or a seasoned owner fine-tuning your global strategy, this episode offers essential guidance on asset management, safety, and aligning your aviation decisions with your long-term goals.Chapters:00:00 – Introduction: Welcome to On Pointe00:52 – Who is Guardian Jet? From Brokerage to Data Analytics02:22 – Buy, Charter, or Fractional? How to Choose the Right Path05:50 – Defining Your "Flight Mission": The 80/90% Rule07:47 – The Anti-Sales Pitch: Building Trust Through Transparency10:38 – The Hidden Costs of Ownership: Depreciation & Obsolescence16:00 – Supply Chain Nightmares: When Your Jet Becomes a Paperweight20:38 – The Operational Burden: Hiring Pilots and Managing Logs24:55 – State of the Market: Post-COVID Trends and OEM Backlogs30:55 – AI in Aviation: Predictive Maintenance and Fleet Tracking36:18 – Navigating Airspace: Government Shutdowns and FAA Cuts39:18 – The Q4 Rush: Balancing Tax Incentives with Due Diligence41:48 – The "Pumpkin" Problem: The #1 Mistake Buyers Make46:25 – Global Markets & The Future of Private AviationCo-hosted by Element Pointe Family Office CEO and Co-Founder David Savir and CIO and Co-Founder Carlos Dominguez, this podcast explores topics that matter to ultra-high-net-worth families and family offices. Each episode features candid, in-depth conversations with expert advisors, industry leaders, and influential voices across wealth management, investing, philanthropy, cybersecurity, art, travel, private aviation, and more. New episodes released twice a month on Thursdays. Follow us on YouTube, Spotify, and Apple Podcast.Links:Element Pointe Family Office: elementpointe.comEmail to: marketing@elementpointe.comSpotify: https://open.spotify.com/show/7zeWi0jLDpbaw90AHsvh5r?si=d856e03ca281479eApple Podcast: https://podcasters.spotify.com/pod/show/on-pointeDisclaimers:The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.Questions: marketing@elementpointe.com#MultiFamilyOffice #WealthManagement #InvestmentInsights #UHNW #Lifestyle