Vacation Homes–Rewind

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week’s episode is a rewind of a popular conversation Brent had with

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Optimized Charitable Lead Trusts

Brent chats with Jonathon Morrison about how to optimize charitable lead annuity trusts. They talk about the mechanics, running the numbers, and the many tax benefits for charitable clients.

A senior partner and Best Lawyers® honoree, Jonathon Morrison’s practice is focused on tax, business and estate planning for clients with large or complex estates. Jonathon Morrison is licensed in both Arizona and California and is a Certified Specialist in Estate Planning, Trust and Probate Law in California. After a decade practicing with preeminent estate planning law firms in Silicon Valley, Jonathon gained a mastery of virtually every estate and tax planning strategy in existence. With his unique background, Jonathon enjoys a reputation for developing advanced estate planning solutions for high income and high net worth clients whose objectives include income tax and estate tax minimization, charitable and philanthropic giving, business exit and succession planning, and asset protection.

Jonathon is also a frequent speaker and nationally recognized expert with respect to a specific type of charitable vehicle: the “charitable lead annuity trust” (CLAT). Jonathon is routinely engaged by clients, advisors and attorneys around the country to implement and provide advice with respect to CLAT planning.

Before relocating to his hometown of Phoenix in 2015 to raise children near his family, Jonathon worked with Silicon Valley’s two largest estate planning law firms – most notably, the personal tax planning group associated with the preeminent venture capital law firm, Wilson Sonsini, which led IPOs for virtually every major Silicon Valley-based company, including Apple, Google, Amazon, Tesla, Twitter, LinkedIn, Netflix, Pandora, and GoDaddy. During this time, Jonathon served as a trusted advisor to hundreds of the wealthiest individuals in the world, including founders, C-level executives, “Midas List” venture capitalists, and angel investors associated with many of the top tech companies.

Equipped with sophisticated tax and estate planning knowledge that is unique to the Arizona legal community, Jonathon quickly distinguished himself after his return to the Valley as one of the Phoenix area’s premier tax and estate planners.

Finding Meaning in Profit

Brent chats with Bessi Graham about how businesses can provide meaningful change in the world while making a profit. They discuss finding meaning, working with intention, and building teams around your vision.

Bessi is the co-founder of Benefit Capital and The Difference Incubator (TDi). 

As an investor, entrepreneur, business owner, company director, speaker and writer, Bessi’s passion for using business as an agent for change is internationally recognised. 

For the past 20 years she has focused on unlocking capital to deliver positive social and environmental outcomes in Australia and the Pacific. 

Recognised by the Australian Government with a ministerial appointment to the Committee for the Accelerating Commercialisation and Incubator Support Initiatives (Department of Industry, Innovation and Science); and advisory roles to the Department of Foreign Affairs and Trade (DFAT) for the Emerging Markets Impact Investment Fund (EMIIF) and Pacific RISE. Bessi was also the architect of the first investment readiness fund for the impact investment space in Australia – now run by Impact Investment Australia (IIA) as the Growth Grant. 

Bessi has a background in management consulting and training, was a Teaching Fellow at the University of Melbourne, is a graduate of the Harvard Kennedy School and the Australian Institute of Company Directors. Bessi was a finalist in the 2017 Telstra Business Women’s Awards.

Smart Business Growth

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with John Briggs about how companies can grow in a smart

Discovering Fraud

Brent and Tracy Coenen chat about finding fraud in businesses and divorce, helping people in difficult moments, and red flags of fraudulent financial activities.

Family Offices and Private Equity

Brent and Dror Futter discuss the numerous challenges family offices face when investing in private equity–from lack of understanding typical terms to inadequate measures of potential investments. They suggest ways family offices can improve their PE activities for increased success.

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