Design Your Legacy - Life Lessons

How Delaware Statutory Trusts Can Help Your Legacy with Jim Whitesides


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Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - There is a fundamental problem that many investors encounter: their inability to find great assets under pressure when the clock is ticking during a 1031 exchange! A truly successful investor though knows all their options including private placement securities such as DST’s (Delaware Statutory Trusts) as well as a 721 exchange. In this episode, Angelina Carleton speaks with Jim Whitesides about how DST’s can include up to 50 properties in one entity and how they offer access to much higher quality real estate. By owning 7 or 8 DST’s himself, Jim delves into the story of how he was at ground zero in his knowledge in the past but today, he can walk other investors through the benefits. In this podcast, you'll gain invaluable insights in how you too can diversify your investments while lessening your day to day operational responsibilities. Tune in to discover how DST’s can allow you to enjoy life and how Jim is defining, developing and executing his legacy based on his values. - Mr. Whitesides worked as a broker in New York and as a trader in Boston before moving to Chicago to work for Bank of America, managing the oil and gas derivatives desk. Jim then moved to St. Louis as President of Ameren Energy, the commodity trading subsidiary of the local utility. In 2003, Jim formed Ace Storage, a self-storage business in St. Louis, growing it from one to seven facilities through acquisition and development before selling the business in 2017. Jim has managed and acted as leasing agent for his own commercial real estate holdings and is a licensed Registered Representative with Great Point Capital. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapital

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Design Your Legacy - Life LessonsBy Angelina Carleton

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