Julio Gonzalez interviews Brain Leidell, ESQ, CPCU and Managing director of Fidens Insurance Brokers. Brian and Julio discuss the very real risks family office's and their members face protecting in the quest to protecting their family legacy.

Episode 4: Julio Gonzalez interviews Brian Leidell of Fidens Insurance Brokers

Mr. Julio P. Gonzalez founded the Gonzalez Family Office and is the CEO and Founder of Engineered Tax Services, Inc. (ETS). ETS is the country’s largest specialty tax engineering firm which specializes in the preservation of wealth and United States’ job creation through IRS engineering-based services to include research and development manufacturing tax credits, energy tax incentives studies, cost segregation deprecation studies for buildings, and disposition studies. Mr. Gonzalez started ETS in 2001 to bring specialized engineering tax studies to mainstream America, which have historically only available to the Fortune 500 companies through the Big 4 National Accounting Firms. ETS has 16 offices nationally and is headquartered in West Palm Beach, Florida.  

In addition to ETS, Mr. Gonzalez started several other family operational companies including his family office, Gonzalez Family Office (GFO), Calle Gato Ocho (CGO), Engineered Venture Services (EVS), The Growth Partnership (TGP), ABLE CRM, The Rosenberg Survey, Inside Public Accounting, and Engineered Family Office (EFO). Gonzalez Family Office manages the Gonzalez family capital by investing primarily in real estate, private equity, and venture capital. CGO owns and operates direct real estate investments in multi-family housing and office/mixed-use real estate for the Gonzalez family. EVS was started to provide high-level due diligence in venture capital investing at affordable costs through the application of Prado principles. EFO provides a multi-family office environment for high-end athletes and top entrepreneurs.   

Mr. Gonzalez works weekly in Washington D.C. to advise on tax reform and is the go-to tax expert representing Hispanic 100, Hispanic Council and family offices. He is a regular public speaker on a national level regarding tax reform and tax sophistication for wealth preservation.

Business

Mr. Julio P. Gonzalez founded the Gonzalez Family Office and is the CEO and Founder of Engineered Tax Services, Inc. (ETS). ETS is the country’s largest specialty tax engineering firm which specializes in the preservation of wealth and United States’ job creation through IRS engineering-based services to include research and development manufacturing tax credits, energy tax incentives studies, cost segregation deprecation studies for buildings, and disposition studies. Mr. Gonzalez started ETS in 2001 to bring specialized engineering tax studies to mainstream America, which have historically only available to the Fortune 500 companies through the Big 4 National Accounting Firms. ETS has 16 offices nationally and is headquartered in West Palm Beach, Florida. In addition to ETS, Mr. Gonzalez started several other family operational companies including his family office, Gonzalez Family Office (GFO), Calle Gato Ocho (CGO), Engineered Venture Services (EVS), The Growth Partnership (TGP), ABLE CRM, The Rosenberg Survey, Inside Public Accounting, and Engineered Family Office (EFO). Gonzalez Family Office manages the Gonzalez family capital by investing primarily in real estate, private equity, and venture capital. CGO owns and operates direct real estate investments in multi-family housing and office/mixed-use real estate for the Gonzalez family. EVS was started to provide high-level due diligence in venture capital investing at affordable costs through the application of Prado principles. EFO provides a multi-family office environment for high-end athletes and top entrepreneurs. Mr. Gonzalez works weekly in Washington D.C. to advise on tax reform and is the go-to tax expert representing Hispanic 100, Hispanic Council and family offices. He is a regular public speaker on a national level regarding tax reform and tax sophistication for wealth preservation.

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Episode 4: Julio Gonzalez interviews Brian Leidell of Fidens Insurance Brokers

Episode 4: Julio Gonzalez interviews Brian Leidell of Fidens Insurance Brokers