Wealth Strategy Secrets of the Ultra Wealthy Podcast

Innovative Strategies for Multigenerational Wealth


Listen Later

In this episode, I had the pleasure of speaking with Alex Felman, an entrepreneurial professional who is currently embarking on his fourth startup venture. His diverse skill set has led him to establish and run his own family office, the Felman Family Office, while also collaborating with family offices worldwide.

Throughout our discussion, Alex shared insights from his 20-year career as an educator and his experience within the family office industry, which inspired him to create Exponential U. This family office education program is designed to help families achieve multigenerational sustainability, ensuring that wealth and knowledge are preserved and expanded over time.

Alex provides insights into the challenges and opportunities he has encountered while managing and advising family offices around the world. He emphasizes the importance of innovation in biotechnology, healthcare, and other futuristic tech industries to maintain long-term wealth.

Throughout the episode, Alex offers valuable advice on wealth management and strategic planning, he shares practical tips for family offices and individuals looking to invest in biotechnology and healthcare, underscoring the importance of staying ahead of industry trends.

In this episode, we talked about:

  1. His investing background and the impact of his educational foundation on his career and entrepreneurial ventures
  2. Advice on wealth management and strategic planning
  3. Opportunities and benefits of running a family office and the challenges he faced in managing a family office
  4. Role of continuous learning and adaptation in wealth management

Click here to learn more: https://pantheoninvest.com/episode131

...more
View all episodesView all episodes
Download on the App Store

Wealth Strategy Secrets of the Ultra Wealthy PodcastBy Dave Wolcott

  • 5
  • 5
  • 5
  • 5
  • 5

5

96 ratings


More shows like Wealth Strategy Secrets of the Ultra Wealthy Podcast

View all
BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,775 Listeners

The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action by The Real Estate Guys

The Real Estate Guys Radio Show - Real Estate Investing Education for Effective Action

711 Listeners

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business by The Rich Dad Media Network

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business

3,868 Listeners

Creating Wealth Real Estate Investing with Jason Hartman by Jason Hartman

Creating Wealth Real Estate Investing with Jason Hartman

536 Listeners

The Best Ever CRE Show by Joe Fairless

The Best Ever CRE Show

992 Listeners

Get Rich Education by Real Estate Investing with Keith Weinhold

Get Rich Education

601 Listeners

Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

585 Listeners

Passive Real Estate Investing by Real Estate Investing with Marco Santarelli, Investor and Entrepreneur.

Passive Real Estate Investing

971 Listeners

Lifetime Cash Flow Through Real Estate Investing by Rod Khleif

Lifetime Cash Flow Through Real Estate Investing

1,407 Listeners

Real Wealth Show: Real Estate Investing Podcast by Kathy Fettke / RealWealth

Real Wealth Show: Real Estate Investing Podcast

413 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

422 Listeners

The WealthAbility Show with Tom Wheelwright, CPA by The Rich Dad Media Network

The WealthAbility Show with Tom Wheelwright, CPA

518 Listeners

Ken McElroy Show by Ken McElroy

Ken McElroy Show

721 Listeners

The Lifestyle Investor - Investing, Passive Income, Wealth by Justin Donald

The Lifestyle Investor - Investing, Passive Income, Wealth

290 Listeners

PassivePockets: The Passive Real Estate Investing Show by PassivePockets, Jim Pfeifer, and Left Field Investors

PassivePockets: The Passive Real Estate Investing Show

129 Listeners