Presentations
Lion Dad Book Review
Lion Dad At Freedom Fest 2022 in Las Vegas, I was a speaker along with Steve Forbes, Ben Stein, Sen. Rand Paul, John Cleese, and many others. While there, we met with one of our clients, the author of Lion Dad (Nudge Your Cub into a Top 100 College Today, Including the Ivy League: What…
Read MoreEstate Planning for Hyper Inflation
Hyper Inflation Planning for inflation is challenging. Inflation is a tricky monster. It creates the illusion of an increase in value. When prices go up, things are worth more. Right? Wrong! With inflation, prices go up, but value remains the same. In reality, inflationary price increases mean the currency is worth less. Inflation means that…
Read MoreBFI Inner Circle
The Art of Dynasty Planning I join an elite team of highly sophisticated international planners in September 2019 to discuss Combining Onshore and Offshore Tools for a Truly Comprehensive Plan. Learn about Dynasty Trusts and Dynasty Estate Planning in the context of multi-national planning. This is a special invitation only event. Clients and friends may…
Read MoreAmwest Chinese Post Event
On August 18, 2016 at 2:00 PM I am honored to be speaking at a local Chinese Community Event promoted by AmWest Chinese Post and hosted by Annie White, who will be translating for me. I will be specifically addressing estate planning and succession issues for families that have both strong traditional values and children who have…
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