Episode 57 - What is the Value of a Wealth Plan?
"Rich beyond money." This phrase is the tagline of Freedom Family Office, a company where our guest, Peter Culver, is one of the founders and the chief wealth strategist. Peter shares that most of his entrepreneur clients are, by definition, wealthy,...
"Rich beyond money." This phrase is the tagline of Freedom Family Office, a company where our guest, Peter Culver, is one of the founders and the chief wealth strategist. Peter shares that most of his entrepreneur clients are, by definition, wealthy, but they're looking for more than just monetary wealth. They wanted to be able to do what they wanted to do with the people they wanted to do it with and not worry about money. In addition, some want to sell their business and ask how to lessen the amount they pay for taxes. So Peter assists them in creating a wealth management plan to help them achieve the ideal life they aspire to have and even lessen their taxes. To know more about Peter's process of crafting wealth management, tune in to this episode with your host, Mo Bina.
In this episode, Peter talks about…
- Peter's background in wealth management
- The three pillars of financial freedom, personal success, and living legacy
- The freedom journey
- What is the difference between alternatives and public investments?
- Are there criteria to be able to work with Freedom Family Office?
About Peter Culver…
With over 25 years of experience in wealth management, Peter is responsible for building a custom wealth plan for each client. He begins with a detailed review of their current asset allocation, fees, and performance, culminating in a tailored strategy that realizes their goals and values.
After graduating from Yale University and the University of Connecticut School of Law, Peter practiced law in New York City and Connecticut for 12 years. His law practice led him into wealth management, representing trust companies and other financial institutions. He then served as Co-Founder and President of Sachem Trust, located in Greenwich, CT, and later as President of State Street Bank and Trust Company of CT. For 14 years, he served as Senior Wealth Director at BNY Mellon in New York City.
Catch Peter Culver on…
Website: https://talktofreedom.com/
https://freedomfamilyoffice.com/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index
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