The Alternative Investor

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This episode challenges the common belief that family offices are only for billionaires, explaining how wealth management should evolve as income and complexity increase. It emphasizes the importance of treating personal finances like an operating system, focusing on after-tax cash flow, and integrating alternative investments for better tax efficiency and cash flow management. The discussion highlights the limitations of traditional financial advice and the benefits of a family office approach, which includes private equity, real estate, and private credit to solve problems that public markets and retirement accounts do not address effectively.

Keywords
family offices, wealth management, alternative investments, tax efficiency, cash flow, private equity, real estate, financial advice, operating system, personal balance sheet

Takeaways
Family offices aren't just for billionaires.
Traditional advice often stops working as wealth grows.
Focus on after-tax cash flow, not just retirement accounts.
Integrate private investments for better tax efficiency.
Treat personal finances like an operating system.
Ask how capital should be deployed for maximum returns.
Consider alternative investments for predictable income.
Avoid unnecessary ordinary income tax.
Coordinate investments, taxes, and liquidity.
Build a system, not just a portfolio.
Title Options
Rethinking Wealth: Beyond Billionaire Family Offices
Transforming Personal Finance into an Operating System
The Hidden Costs of Traditional Financial Advice
Unlocking the Power of Alternative Investments
Family Office Strategies for Everyday Investors
Maximizing Returns with Tax Efficiency
Beyond ETFs: A New Approach to Wealth
The Family Office Mindset: Not Just for the Ultra-Rich
Building Wealth with Private Investments
From Retail Advice to Family Office Thinking

Sound bites
Family offices aren't just for billionaires. Traditional advice stops working as wealth grows. Focus on after-tax cash flow. Integrate private investments for efficiency. Treat finances like an operating system. Maximize returns with strategic capital deployment. Predictable income through alternative investments. Avoid unnecessary ordinary income tax. Coordinate investments, taxes, and liquidity. Build a system, not just a portfolio.
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The discussion delves into how the ultra-wealthy leverage real estate investments to generate significant paper losses, which in turn compound their wealth and reduce taxes. The conversation highlights the impact of the new tax bill, allowing accelerated depreciation, and emphasizes the strategic importance of choosing the right property types to maximize tax advantages. The long-term strategy of using real estate as a major asset class for tax benefits is explored, showcasing how the tax code rewards ownership of productive assets.

Keywords
real estate, tax strategy, ultra-wealthy, depreciation, tax bill, property investment, paper losses, wealth compounding, tax advantages, productive assets

Takeaways
The ultra wealthy buy real estate for the tax losses.
Large paper losses compound wealth and reduce taxes.
The new tax bill allows accelerated depreciation.
Federal and state taxes can be significantly reduced.
Depreciation is a key concern for the wealthy.
Think of depreciation as a consistent tax strategy.
Real estate is a long-term strategy for the wealthy.
Choosing the right property types is crucial.
Real estate is the only major asset class for tax benefits.
The tax code rewards owning productive assets.

Sound bites
The ultra wealthy buy real estate for tax losses.
Large paper losses compound wealth.
Accelerate everything 15 years or less.
A $500,000 paper loss can translate.
Depreciation is a consistent tax strategy.
The wealthy use real estate for tax benefits.
Maximize tax advantages with the right property.
Real estate shows a loss, reduces taxes.
The tax code rewards owning productive assets.
Real estate is the only major asset class.

Chapters
00:00:08 Introduction to Real Estate and Taxes
00:01:09 Impact of the New Tax Bill
00:03:22 Federal and State Tax Reduction
00:04:23 Depreciation as a Strategy
00:05:40 Long-Term Real Estate Strategy
00:07:06 Choosing the Right Property Types
00:08:31 Real Estate as a Major Asset Class
00:08:48 Tax Code and Productive Assets

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In this episode, Brad Johnson sits down with Bridger Pennington, founder of FundLaunch and FundLaunch Partners, to break down why most first-time funds struggle and how GP seeding is reshaping the private markets. Bridger shares how his firm reviews more than 1,200 emerging manager applications a year, why micro-funds can outperform larger peers, and how GP stakes combined with operational support create asymmetric upside. The conversation also dives into FundLaunch AI, a new platform designed to cut fund formation timelines from months to days.

What You’ll Learn
Why most first-time funds fail before they ever scale
How GP seeding works and why institutions are increasingly focused on it
The difference between institutional GP stakes and micro-fund seeding
How FundLaunch filters 1,200 managers down to roughly 10 investments
Why niche strategies outperform at smaller fund sizes
How tranche-based capital and option-like structures reduce downside risk
Why no-fee, no-carry GP economics matter for long-term compounding
What institutional investors actually look for in Fund II and Fund III
How FundLaunch AI aims to replace expensive early-stage legal and structuring work
Why ownership and private markets matter in today’s economic cycle

Key Topics Discussed
GP seeding and GP stakes
Emerging and first-time fund managers
Micro funds vs institutional funds
Private equity, private credit, real estate, and niche strategies
Fund formation, compliance, and back-office infrastructure
AI and software in private fund creation
Long-term compounding through GP economics
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In this episode, we sit down with Richard Wilson, founder of the Family Office Club, to pull back the curtain on how the ultra-wealthy manage, protect, and grow their fortunes. With a community representing over $14 trillion in assets, Richard shares insider strategies that go far beyond standard wealth management.

We dive deep into the "Billionaire" playbook for deal structuring—explaining why the wealthiest investors care less about fees and more about custom terms like warrants and gross revenue royalties. Richard also reveals how family offices are leveraging Artificial Intelligence to automate due diligence, acting as a "second brain" to process deals faster and more deeply.

Whether you are an investor looking to start your own family office, or a sponsor seeking to raise capital from them, this episode provides a rare look into the operational and investment tactics of the super-rich.

Evergreen Capital:
www.evergreencap.com
[email protected]

Family Office Club: FamilyOffices.com
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www.evergreencap.com
[email protected]

In this episode of "The CIO Brief," Brad Johnson, Managing Director and CIO of Evergreen Capital, delves into the complexities of the current economic landscape. From the lessons learned from legendary figures like Jamie Dimon to the evolving attitudes towards cryptocurrency, Brad offers insights into market trends and investment strategies. Join us as we explore the intricacies of family office investments, the impact of geopolitical concerns, and the future of digital currencies. Whether you're an investor or simply curious about the financial world, this episode provides valuable perspectives on navigating today's economic challenges.

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