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Episode 3 of Inside the Family Office: Live Investor Panel
Real family office practitioners and allocators share how they structure deals, protect families, and think about wealth: John, who works inside a single family office’s trust company, explains how they custody over $70B in assets with a focus on alternative assets inside self-directed IRAs, Roth IRAs, HSAs, and solo 401(k)s. He walks through real examples of using these vehicles to buy property and earn profits with zero tax, and why he’s obsessed with Roth structures for families and principals. John also touches on recent policy interest in alternatives within retirement plans and the explosive growth in investors seeking non-correlated assets. Dr. Cook closes with her own experience allocating Roth capital into crypto and other alternatives.
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Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights