On Pointe Podcast

What if everything you've been told about generational wealth transfer is wrong? In this thought-provoking episode of On Pointe, hosts David and Carlos sit down with Dr. Jim Grubman, one of the most influential voices in family wealth psychology and author of the groundbreaking book Strangers in Paradise.

The conversation takes us inside real family meetings where G3 inheritors confess to feeling like mere "conduits" for wealth rather than purposeful stewards. Dr. Grubman shares a powerful analogy from the Mayo Clinic that reframes how advisors should think about their role not as quarterbacks calling plays, but as air traffic controllers ensuring nothing crashes and everything arrives on time.

From debunking the "great wealth transfer" myth to exploring why trust design is a lagging indicator that won't impact families for decades, this episode is essential listening for anyone navigating multigenerational wealth, whether you're a wealth creator, an inheritor, or an advisor seeking a more enlightened approach.

Timestamped Chapters:00:00 - Introduction & The Evolution of Family Wealth Psychology11:27 - Purpose, Stewardship, and the "Conduit" Problem for Inheritors19:17 - The Family Office Explosion: Separating Marketing from Reality25:59 - Debunking the "Great Wealth Transfer" Myth37:47 - The Wealthosaurus Project and Defining Industry Terms41:41 - The Rise of the Expert Generalist and Integrated Advising47:02 - From Fear-Based to Strengths-Based Advising: The Biggest Shift

Co-hosted by Element Pointe Family Office CEO and Co-Founder David Savir and CIO and Co-Founder Carlos Dominguez, this podcast explores topics that matter to ultra-high-net-worth families and family offices. Each episode features candid, in-depth conversations with expert advisors, industry leaders, and influential voices across wealth management, investing, philanthropy, cybersecurity, art, travel, private aviation, and more. Follow us on YouTube, Spotify, and Apple Podcast.

Links:Element Pointe Family Office: elementpointe.comSpotify: https://open.spotify.com/show/7zeWi0jLDpbaw90AHsvh5r?si=d856e03ca281479eApple Podcast: https://podcasters.spotify.com/pod/show/on-pointe

Disclaimers:The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.

This content is for general informational purposes only and does not constitute legal advice. Listening to, commenting on, or reading a transcript of this podcast does not establish an attorney-client relationship. If you require legal advice on a specific matter, please consult with an attorney.

Questions: [email protected]

#MultiFamilyOffice #WealthManagement #InvestmentInsights #UHNW #Lifestyle

What if everything you've been told about generational wealth transfer is wrong?

In this thought-provoking episode of On Pointe, hosts David and Carlos sit down with Dr. Jim Grubman, one of the most influential voices in family wealth psychology and author of the groundbreaking book Strangers in Paradise. From debunking the "great wealth transfer" myth to exploring how trust design impacts families decades later, this episode is essential listening for anyone navigating multigenerational wealth, whether you're a wealth creator, a Next Gen, or an advisor seeking a more enlightened approach.

Connect with David Savir: https://www.linkedin.com/in/davidsavir/

Connect with Carlos Dominguez: https://www.linkedin.com/in/carlos-a-dominguez-39969938/

Connect with Dr. Jim Grubman: https://www.linkedin.com/in/jim-grubman-80b4289/

Also available on:

Spotify: https://lnkd.in/e5NafmeS

& Apple Podcasts: https://lnkd.in/ejCJawEp

Timestamped Chapters:

00:00 - Introduction & The Evolution of Family Wealth Psychology

11:27 - Purpose, Stewardship, and the "Conduit" Problem for Inheritors

19:17 - The Family Office Explosion: Separating Marketing from Reality

25:59 - Debunking the "Great Wealth Transfer" Myth

37:47 - The Wealthosaurus Project and Defining Industry Terms

41:41 - The Rise of the Expert Generalist and Integrated Advising

47:02 - From Fear-Based to Strengths-Based Advising: The Biggest Shift

Co-hosted by Element Pointe Family Office CEO and Co-Founder David Savir and CIO and Co-Founder Carlos Dominguez, this podcast explores topics that matter to ultra-high-net-worth families and family offices. Each episode features candid, in-depth conversations with expert advisors, industry leaders, and influential voices across wealth management, investing, philanthropy, cybersecurity, art, travel, private aviation, and more. Follow us on YouTube, Spotify, and Apple Podcast.

Important Disclosure: This conversation is for informational purposes only, and does not constitute professional, legal, or financial advice. Listening to, commenting on, or reading a transcript of this podcast does not establish an advisory relationship. If you require advice on a specific situation, please consult with the appropriate professional. The opinions expressed may not be applicable to everyone.

This content is for general informational purposes only and does not constitute legal advice. Listening to, commenting on, or reading a transcript of this podcast does not establish an attorney-client relationship. If you require legal advice on a specific matter, please consult with an attorney.

Questions: [email protected]

#OnPointePodcast #MultiFamilyOffice #WealthManagement #InvestmentInsights #OnPointePodcast

What happens when a US family member moves abroad, or when you finally buy that dream villa in Tuscany? The tax and estate planning implications might surprise you and could even render your investment worthless if you're not careful.

In this episode, host David Savir reconnects with law school classmate Sarah Jacobson, a Partner at Day Pitney and one of the leading voices in international estate planning for high-net-worth families. Based in Miami, Sarah has spent her career navigating the complex intersection of US tax law, foreign trust structures, and cross-border wealth transfers.

Their conversation reveals eye-opening scenarios that catch even sophisticated families off guard: how a single trustee relocating to the UK can accidentally trigger an exit tax on an entire trust, why funding a simple revocable living trust while living abroad could cost you 20% upfront in certain countries, and the surprising concept of "forced heirship" that overrides your will in places like Italy and Costa Rica. Sarah also shares how the rise of digital nomads and second-passport seekers is creating tax complexities that existing laws simply haven't caught up with yet.

Whether you own foreign real estate, have family members scattered across the globe, or are considering a move abroad yourself, this episode is essential listening.

Chapters:

00:00 – Cross-Border Wealth Planning: Protecting Assets & Navigating Global Tax | Sarah Jacobson, Day Pitney

01:30 – Sarah's Practice: Inbound vs. Outbound International Estate Planning

04:02 – When US Family Members Move Abroad: Trust Implications and the Exit Tax Trap

10:16 – Family Dynamics: Navigating Different Treatment for Global Family Members

13:04 – Owning Property Abroad: Forced Heirship, Succession, and the Brussels IV Election

20:42 – US Citizens Relocating Overseas: Hidden Tax Pitfalls and the Revocable Trust Trap

25:11 – The Discovery Process: Getting a Holistic Picture of a Client's Global Life

28:01 – The Future of International Planning: Digital Nomads and Evolving Complexity

32:17 – Day Pitney's Family Office Practice: Why Family Offices Aren't Just Another Company

35:36 – Closing Thoughts and Farewell

Co-hosted by Element Pointe Family Office CEO and Co-Founder David Savir and CIO and Co-Founder Carlos Dominguez, this podcast explores topics that matter to ultra-high-net-worth families and family offices. Each episode features candid, in-depth conversations with expert advisors, industry leaders, and influential voices across wealth management, investing, philanthropy, cybersecurity, art, travel, private aviation, and more. New episodes released twice a month on Thursdays. Follow us on YouTube, Spotify, and Apple Podcast.

Links:

Element Pointe Family Office: elementpointe.com

Spotify: https://open.spotify.com/show/7zeWi0jLDpbaw90AHsvh5r?si=d856e03ca281479e

Apple Podcast: https://podcasters.spotify.com/pod/show/on-pointe

Disclaimers:

The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.

This content is for general informational purposes only and does not constitute legal advice. Listening to, commenting on, or reading a transcript of this podcast does not establish an attorney-client relationship. If you require legal advice on a specific matter, please consult with an attorney.

Questions: [email protected]

#MultiFamilyOffice #WealthManagement #InvestmentInsights #UHNW #Lifestyle

In this episode, we sit down with Aaron T. Slavens, Partner and Chair of the national Private Equity practice at Holland & Knight LLP, to unpack the state of the deal market in 2026. With decades of experience representing private equity funds, founders, and strategic investors, Aaron offers a rare 30,000-foot view of the middle market where most of the real action is happening.

We explore why deal flow remains steady despite wars, tariffs, and interest rate shifts and why exits, not acquisitions, are the real bottleneck. Aaron explains how “dry powder” is still driving competition, why diligence has become far more rigorous, and how creative structures like continuation vehicles and structured equity are reshaping transactions.

He also shares practical advice for business owners preparing for a sale, breaks down how reps & warranties insurance has transformed M&A risk, and offers candid insights on AI’s impact on both private equity and the legal profession.

If you’re a founder, investor, or advisor navigating today’s evolving deal landscape, this conversation is essential listening.

Chapters:

00:00 – Podcast Disclaimer

02:23 – The State of Private Equity in 2026

06:01 – Why SaaS & Software Deal Volume Has Dropped

09:03 – Creative Deal Structures: Continuation Vehicles & Structured Equity

12:53 – Beyond Valuation: Alignment & Management Buy-Ins

17:08 – Should a 70-Year-Old Founder Sell to PE?

25:53 – Reps & Warranties Insurance Explained

29:24 – How Often Do RWI Claims Actually Happen?

32:08 – How Insurance Companies Underwrite M&A Deals

37:46 – AI, Automation & the Future of Professional Services

42:50 – Advice for Law Students in the Age of AI

46:15 – The Growth of Middle-Market Private Equity

48:11 – Why South Florida Is a Deal-Making Hotspot

49:18 – Closing Thoughts & Final Disclaimer

Co-hosted by Element Pointe Family Office CEO and Co-Founder David Savir and CIO and Co-Founder Carlos Dominguez, this podcast explores topics that matter to ultra-high-net-worth families and family offices. Each episode features candid, in-depth conversations with expert advisors, industry leaders, and influential voices across wealth management, investing, philanthropy, cybersecurity, art, travel, private aviation, and more. New episodes released twice a month on Thursdays. Follow us on YouTube, Spotify, and Apple Podcast.

Links:

Element Pointe Family Office: https://www.elementpointe.com/

Mail to: [email protected]

Spotify: https://open.spotify.com/show/7zeWi0jLDpbaw90AHsvh5r?si=d856e03ca281479e

Apple Podcast: https://podcasters.spotify.com/pod/show/on-pointe

Disclaimers:

The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.

This content is for general informational purposes only and does not constitute legal advice. Listening to, commenting on, or reading a transcript of this podcast does not establish an attorney-client relationship. If you require legal advice on a specific matter, please consult with an attorney.

Questions: [email protected]

#MultiFamilyOffice #WealthManagement #InvestmentInsights #UHNW #Lifestyle

In the Season 1 finale of On Pointe, we sit down with Kristopher "K-Mart" Martin, a Senior Vice President at Element Pointe, whose journey to wealth management began in an unlikely place: the backstage of the music industry. After witnessing firsthand how talent could be taken advantage of during his time booking concerts, Kris pivoted from the entertainment world to protecting the financial futures of high-net-worth individuals. Today, one area where he applies those lessons is to a specific, high-stakes niche: professional athletes. This episode goes beyond standard investment advice. Kris pulls back the curtain on the unique financial ecosystem of pro sports, explaining why a $60 million contract doesn't mean $60 million in the bank, and why the "business manager" title can be a red flag. We explore the allure of venture capital deals and the critical importance of slowing down when the world tells you to speed up. Whether you are an aspiring athlete, a young advisor, or simply interested in the business of sports, Kris offers a masterclass on navigating the intersection of fame, sudden wealth, and long-term stability.Chapters00:00 Trailer01:30 Welcome to the Season 1 Finale: Introducing Kristopher "K-Mart" Martin.03:00 The Origin Story: From Booking Musical Talent to Wealth Management.05:47 The Pivot: How the Music Industry Inspired a Career Change.08:34 The Explosion of Sports Contracts and the W-2 Athlete Dilemma.10:49 Understanding the Athlete Psyche: It’s Not Just About the Game.13:05 Privacy, Social Media, and the Cost of Living a Public Life.15:35 The "Slow Down" Method: Essential Advice for Athletes Before the Big Contract.19:41 Common Mistakes: Buying Too Much House and Tax Implications.22:11 Philanthropy: Navigating Public vs. Private Foundations.24:34 The Shift from Endorsement to Ownership: Athletes as Entrepreneurs.27:51 Due Diligence: How to Spot Fraudulent Schemes and Bad Deals.34:14 Cash Flow 101: Understanding Guaranteed Money vs. Contract Triggers.37:24 When Might You Need a Wealth Advisor? (The Answer Might Surprise You).40:27 The Most Rewarding Part of the Job.42:25 Advice for Young Advisors: Why "Cool" Doesn't Equal Competent.46:41 The Rising Tide of Investment in Women’s Sports.Co-hosted by Element Pointe Family Office CEO and Co-Founder David Savir and CIO and Co-Founder Carlos Dominguez, this podcast explores topics that matter to ultra-high-net-worth families and family offices. Each episode features candid, in-depth conversations with expert advisors, industry leaders, and influential voices across wealth management, investing, philanthropy, cybersecurity, art, travel, private aviation, and more. New episodes released twice a month on Thursdays. Follow us on YouTube, Spotify, and Apple Podcast.Links:Element Pointe Family Office: elementpointe.com Spotify: https://open.spotify.com/show/7zeWi0jLDpbaw90AHsvh5r?si=d856e03ca281479eApple Podcast: https://podcasters.spotify.com/pod/show/on-pointeDisclaimers:The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.Questions: [email protected]#MultiFamilyOffice #WealthManagement #InvestmentInsights #UHNW #Lifestyle

Private aviation is often seen as the pinnacle of luxury, but it's also a highly dynamic and evolving market where informed decisions are key to maximizing value and minimizing potential setbacks. In this episode of *On Pointe*, David and Carlos are joined by Matt Walter and Gabe Bastos, Managing Partners at Guardian Jet, to explore the complexities of buying and owning a private aircraft in today's market. With a combined experience in managing billions of dollars in transactions and a strong focus on data-driven analysis, Matt and Gabe share their approach to aviation by prioritizing long-term strategy and personalized consulting over quick, transactional sales.The conversation goes beyond the price tag, offering valuable insights into the realities of ownership. From navigating post-pandemic supply chain challenges to understanding the evolving technology of avionics, Matt and Gabe share their expert perspectives on what really matters when it comes to managing an aircraft asset. They explain why a flashy exterior might not always signal quality, and why many buyers miss crucial factors during the inspection process.Whether you're a first-time buyer considering fractional ownership or a seasoned owner fine-tuning your global strategy, this episode offers essential guidance on asset management, safety, and aligning your aviation decisions with your long-term goals.Chapters:00:00 – Introduction: Welcome to On Pointe00:52 – Who is Guardian Jet? From Brokerage to Data Analytics02:22 – Buy, Charter, or Fractional? How to Choose the Right Path05:50 – Defining Your "Flight Mission": The 80/90% Rule07:47 – The Anti-Sales Pitch: Building Trust Through Transparency10:38 – The Hidden Costs of Ownership: Depreciation & Obsolescence16:00 – Supply Chain Nightmares: When Your Jet Becomes a Paperweight20:38 – The Operational Burden: Hiring Pilots and Managing Logs24:55 – State of the Market: Post-COVID Trends and OEM Backlogs30:55 – AI in Aviation: Predictive Maintenance and Fleet Tracking36:18 – Navigating Airspace: Government Shutdowns and FAA Cuts39:18 – The Q4 Rush: Balancing Tax Incentives with Due Diligence41:48 – The "Pumpkin" Problem: The #1 Mistake Buyers Make46:25 – Global Markets & The Future of Private AviationCo-hosted by Element Pointe Family Office CEO and Co-Founder David Savir and CIO and Co-Founder Carlos Dominguez, this podcast explores topics that matter to ultra-high-net-worth families and family offices. Each episode features candid, in-depth conversations with expert advisors, industry leaders, and influential voices across wealth management, investing, philanthropy, cybersecurity, art, travel, private aviation, and more. New episodes released twice a month on Thursdays. Follow us on YouTube, Spotify, and Apple Podcast.Links:Element Pointe Family Office: elementpointe.comEmail to: [email protected]: https://open.spotify.com/show/7zeWi0jLDpbaw90AHsvh5r?si=d856e03ca281479eApple Podcast: https://podcasters.spotify.com/pod/show/on-pointeDisclaimers:The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.Questions: [email protected]#MultiFamilyOffice #WealthManagement #InvestmentInsights #UHNW #Lifestyle

In this deep-dive episode, we pull back the curtain on one of the hottest growth areas in private markets: the secondaries market. Element Pointe’s Chief Investment Officer, Carlos Dominguez, sits down with Ryan Cooney, a Managing Director at Hamilton Lane, a leading alternative asset manager. With over 17 years at the firm and a focus on secondaries, Ryan provides a masterclass on how this market evolved from a niche for distressed sellers into a sophisticated, multi-hundred-billion-dollar ecosystem.Ryan breaks down the key drivers behind this spectacular growth, explaining the difference between traditional LP-led sales and the explosive rise of GP-led continuation vehicles. He reveals why the market is currently a 'buyer's market' due to an imbalance between supply and available capital, and shares insights on drivers of long-term returns. Tune in if you’re looking to understand one of the most dynamic corners of modern finance.

Timestamps:

00:00 - Introduction

01:52 - Meet Ryan Cooney & The Role of Hamilton Lane in Private Markets

06:43 - What Exactly is a Secondary? A Simple Explanation

09:12 - The Incredible Growth of Secondaries: From Distressed Sales to Proactive Strategy

21:41 - The Reason Secondaries Are So Attractive for Buyers Today

23:13 - Deep Dive: How GP-Led Continuation Vehicles Work

33:43 - Unpacking Performance: Components of Secondary Returns (Discounts, DPI & Multiples)

45:05 - The Rise of Evergreen Funds and Their Impact on the Market

53:06 - Anatomy of a Deal: How a Single Note Sparked a $300M Transaction

58:26 - Rapid Fire Questions & Final Thoughts

Co-hosted by Element Pointe Family Office CEO and Co-Founder David Savir and CIO and Co-Founder Carlos Dominguez, this podcast explores topics that matter to ultra-high-net-worth families and family offices. Each episode features candid, in-depth conversations with expert advisors, industry leaders, and influential voices across wealth management, investing, philanthropy, cybersecurity, art, travel, private aviation, and more. New episodes released twice a month on Thursdays. Follow us on YouTube, Spotify, and Apple Podcasts.

Learn more at elementpointe.com.

Mail to:[email protected]

Spotify: https://open.spotify.com/show/7zeWi0jLDpbaw90AHsvh5r?si=d856e03ca281479e

Apple Podcast: https://podcasters.spotify.com/pod/show/on-pointe

Disclaimers:

The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.

Questions: [email protected]

#MultiFamilyOffice #WealthManagement #InvestmentInsights #UHNW #Lifestyle

What happens when the boardroom table is also the family dinner table? For many, the vision of building a lasting legacy through a family business can evolve into a complex reality, one met with unspoken tensions and competing desires.

In this episode of On Pointe, host David Savir sits down with Megan Helzner and Tom Bonner, expert consultants from CFAR who specialize in helping multigenerational families navigate the many complexities of operating a family-owned business or holding shared assets across generations. Together, they explore the delicate balance between family harmony and business performance, moving far beyond simple financial advice to address the deeply personal dynamics that shape a legacy.

This conversation uncovers the meaning of “fairness” when some family members work in the business and others do not, revealing a fascinating framework that includes not just financial wealth but also roles, influence, and evaluation. Megan and Tom share powerful insights from their work, including the importance of “making the implicit explicit” and the memorable analogy of a family leader who uses different physical hats to separate their roles as board member, manager, and family member.

This episode is a must-listen for families navigating similar territory.

00:00 : Introduction

01:38 : Welcome to On Pointe: Navigating Family-Owned Businesses

02:23 : Introducing Megan Helzner & Tom Bonner of CFAR

03:31 : The Unique Role of a Family Enterprise Consultant

05:22 : The Generational Challenge: From Siblings to Cousins

06:24 : What Does "Fairness" Really Mean in a Family Business?

07:36 : The Four Dimensions of Fairness: Beyond the Financial

10:07 : Who Leads? Navigating the Gravity of Influence

11:52 : The CFAR Process: How to Begin Untangling Family Dynamics

17:37 : Is It Ever Too Late? The Right Time for Governance

22:02 : Three Pillars of Family Governance: Start Early, Be Explicit, Revisit

24:31 : Wearing Different Hats: Separating Roles in a Family Business

29:13 : The Family Business Advantage: A Truly Long-Term View

33:13 : The Liquidity Dilemma: When to Sell vs. When to Hold

36:10 : When Outsiders Enter: The Impact of Private Equity

38:38 : The Core Principles: Understanding, Knowledge, and Communication

38:59 : It's Deeply Personal: Navigating History and Hurt Feelings

40:33 : Final Thoughts & Thank You

Co-hosted by Element Pointe Family Office CEO and Co-Founder David Savir and CIO and Co-Founder Carlos Dominguez, this podcast explores topics that matter to ultra-high-net-worth families and family offices. Each episode features candid, in-depth conversations with expert advisors, industry leaders, and influential voices across wealth management, investing, philanthropy, cybersecurity, art, travel, private aviation, and more. New episodes released twice a month on Thursdays. Follow us on YouTube, Spotify, and Apple Music.

Links:

Element Pointe Family Office: elementpointe.com

Spotify: https://open.spotify.com/show/7zeWi0jLDpbaw90AHsvh5r?si=d856e03ca281479eApple Podcasts: https://podcasts.apple.com/us/podcast/on-pointe-podcast/id1828453489

Disclaimers:

The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.

Questions: [email protected]

In this episode, we sit down with Gale Nelson, the President & CEO of Big Brothers Big Sisters of Miami, to explore the profound connection between philanthropy, family, and legacy. Gale shares his personal journey from reuniting with his father after Hurricane Andrew to leading one of Miami's most impactful youth mentoring organizations. We delve into how charitable giving can unite multiple generations of a family around a shared vision and values. Gale discusses the challenges and opportunities in engaging younger generations like Millennials and Gen Z, the impact of Miami's recent growth on its philanthropic culture, and the critical importance of consistency in mentorship. From the power of a simple friendship to the success of corporate mentoring programs, this conversation is a powerful reminder that investing time in others can create lasting impact for generations to come.

00:00 - Introduction

01:47 - The Power of Mentorship

02:46 - Introducing Gale Nelson, President & CEO of Big Brothers Big Sisters of Miami

03:50 - Gale's Journey: How Reuniting with Family Shaped His Mission

07:07 - The Mission: Igniting the Power and Promise of Youth

12:06 - Engaging the Next Generation: Moving Beyond Obligation to Inspiration

15:00 – The Impact of Social Media on Philanthropy

19:25 - Transactional vs. Transformational Giving

22:33 - Inside Big Brothers Big Sisters School-to-Work Mentoring Program

25:12 - The 10-Year Vision for Big Brothers Big Sisters of Miami

27:53 - Paying It Forward: When "Littles" Become "Bigs"

29:26 - Rapid Fire Round

32:08 - Final Thoughts

32:26 - Disclaimer

Co-hosted by Element Pointe Family Office CEO and Co-Founder David Savir and CIO and Co-Founder Carlos Dominguez, this podcast explores topics that matter to ultra-high-net-worth families and family offices. Each episode features candid, in-depth conversations with expert advisors, industry leaders, and influential voices across wealth management, investing, philanthropy, cybersecurity, art, travel, private aviation, and more. New episodes released twice a month on Thursdays. Follow us on YouTube, Spotify, and Apple Music.

Links:

Element Pointe Family Office: elementpointe.com

Spotify: https://open.spotify.com/show/7zeWi0jLDpbaw90AHsvh5r?si=d856e03ca281479e

Apple Podcasts: https://podcasts.apple.com/us/podcast/on-pointe-podcast/id1828453489

Disclaimers:

The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.

Questions: [email protected]

#MultiFamilyOffice #WealthManagement #InvestmentInsights #UHNW #Philanthropy #Mentorship #Legacy #BigBrothersBigSisters #Miami

Navigating the multibillion-dollar world of art and collectibles can be intimidating. This episode pulls back the curtain with an insider's guide from Shane David Hall, a Director at The Fine Art Group, a leading global advisory firm specializing in art and luxury assets. Shane shares how the art market has been shaped by a "perfect storm" of post-COVID liquidity, culminating in the record-breaking Paul Allen auction that became a watershed moment for the industry. We explore why today's collectors are diversifying into watches, jewelry, and even sneakers, and how to approach this "Wild West" market with confidence. Shane emphasizes the value in education, the critical importance of due diligence, and how to build a collection that is not only a source of passion but also possibly a strategic asset for creating a lasting family legacy.

00:00 Introduction

02:57 Meet Shane David Hall & The Fine Art Group

06:43 The State-of-the-Art Market: Economic Impact and Post-COVID Trends

09:56 Case Study: The Billion-Dollar Paul Allen Sale

17:38 Navigating an Unregulated Market: A Guide for New Collectors

22:05 The Collector's Mindset: The Balance Between Passion and Value

25:11 The Challenge of Liquidity: Estate Planning and Art as a Potential Financial Tool

31:01 Bridging the Generational Gap in Family Collections

36:25 The Rising Costs of Protecting Art: Insurance and Risk Management

41:25 Understanding Value: Replacement vs. Fair Market Value Explained

45:35 The Golden Rule of Art Advising

53:46 Quick-Fire Round: Underrated Art Destinations & Hidden Museums

Co-hosted by Element Pointe Family Office CEO and Co-Founder David Savir and CIO and Co-Founder Carlos Dominguez, this podcast explores topics that matter to ultra-high-net-worth families and family offices. Each episode features candid, in-depth conversations with expert advisors, industry leaders, and influential voices across wealth management, investing, philanthropy, cybersecurity, art, travel, private aviation, and more. New episodes released twice a month on Thursdays. Follow us on YouTube, Spotify, and Apple Music.

Links:

YouTube: https://www.youtube.com/@On-Pointe-Podcast

Spotify:

Apple Music:

Disclaimers:

The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.

Questions: [[email protected]](mailto:[email protected])

#MultiFamilyOffice #WealthManagement #InvestmentInsights #UHNW #Lifestyle