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ratings:
Length:
41 minutes
Released:
Oct 6, 2022
Format:
Podcast episode

Description

“Give like a Billionaire.” Many times when you are so focused on growing our wealth, it’s easy to lose sight of your “why”. And for many, that “why” is to leave a legacy. In this episode, Bob Fraser and Ben Fraser bring on Evan Lange, President of the Midwest region at The Signatry, to discuss giving strategies used by Warren Buffet, donor-advised funds, giving assets versus cash, tax benefits, and much more. If you want to learn how to strategically create a legacy roadmap, you don’t want to miss this episode.  
Evan serves as the President of the Midwest Region for The Signatry, a global Christian foundation. As President, his primary role is to assist attorneys, advisors, and business owners to develop strategies and solutions to minimize their tax liability and maximize their charitable giving. This includes charitable gifts of complex assets like real estate,  closely-held business interest and intellectual property.  Evan is a frequent speaker at conferences and legal/tax educational programs throughout the United States. He and his wife, Farah, have three children and reside in the Greater Kansas City area.  
Read the full transcription https://aspenfunds.us/podcast/warren-buffetts-giving-strategies---feat-evan-lange  
Connect with Evan - https://www.linkedin.com/in/evanlange/
Learn more about The Signatry - https://www.linkedin.com/company/the-signatry/  
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
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Released:
Oct 6, 2022
Format:
Podcast episode

Titles in the series (100)

Most investors don’t know that the ultra-wealthy (billionaires, institutions, family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity and hedge funds. Meanwhile, the average high net worth investor is mostly invested in stocks and bonds. Join Bob Fraser, Jim Maffuccio, and Ben Fraser as they dive into the world of alternative investments, uncover strategies of the ultra-wealthy, discuss economics and interview successful investors and alternative investment experts.