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42. Estate Planning, Raising Capital from Family Offices and More

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In this episode, we're with Family Office Expert Richard C. Wilson to discuss estate planning, raising capital from family offices, accounting and tax challenges of high net worth families, and more!

Richard C. Wilson helps high net worth families create and manage their single family office. He is the author of the #1 bestselling family office book “The Single Family Office: Creating, Operating, and Managing Investments of a Single Family Office”, and “Capital Raising: The 5-Step System for Raising Capital from Private Investors”.

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Hall CPA PLLC, real estate CPAs and advisors, helped me save $37,818 on taxes by recommending and assisting with a cost segregation study. With strategic multifamily rehab and the $2,500 de minimus safe harbor plus cost segregation, taxes on my real estate have been non-existent for a few years (and that includes offsetting large capital gains from the sale of property).

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