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This episode challenges the common belief that family offices are only for billionaires, explaining how wealth management should evolve as income and complexity increase. It emphasizes the importance of treating personal finances like an operating system, focusing on after-tax cash flow, and integrating alternative investments for better tax efficiency and cash flow management. The discussion highlights the limitations of traditional financial advice and the benefits of a family office approach, which includes private equity, real estate, and private credit to solve problems that public markets and retirement accounts do not address effectively.

family offices, wealth management, alternative investments, tax efficiency, cash flow, private equity, real estate, financial advice, operating system, personal balance sheet

• Family offices aren't just for billionaires.
• Traditional advice often stops working as wealth grows.
• Focus on after-tax cash flow, not just retirement accounts.
• Integrate private investments for better tax efficiency.
• Treat personal finances like an operating system.
• Ask how capital should be deployed for maximum returns.
• Consider alternative investments for predictable income.
• Avoid unnecessary ordinary income tax.
• Coordinate investments, taxes, and liquidity.
• Build a system, not just a portfolio.

• Rethinking Wealth: Beyond Billionaire Family Offices
• Transforming Personal Finance into an Operating System
• The Hidden Costs of Traditional Financial Advice
• Unlocking the Power of Alternative Investments
• Family Office Strategies for Everyday Investors
• Maximizing Returns with Tax Efficiency
• Beyond ETFs: A New Approach to Wealth
• The Family Office Mindset: Not Just for the Ultra-Rich
• Building Wealth with Private Investments
• From Retail Advice to Family Office Thinking

Family offices aren't just for billionaires. Traditional advice stops working as wealth grows. Focus on after-tax cash flow. Integrate private investments for efficiency. Treat finances like an operating system. Maximize returns with strategic capital deployment. Predictable income through alternative investments. Avoid unnecessary ordinary income tax. Coordinate investments, taxes, and liquidity. Build a system, not just a portfolio.

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The discussion delves into how the ultra-wealthy leverage real estate investments to generate significant paper losses, which in turn compound their wealth and reduce taxes. The conversation highlights the impact of the new tax bill, allowing accelerated depreciation, and emphasizes the strategic importance of choosing the right property types to maximize tax advantages. The long-term strategy of using real estate as a major asset class for tax benefits is explored, showcasing how the tax code rewards ownership of productive assets.

real estate, tax strategy, ultra-wealthy, depreciation, tax bill, property investment, paper losses, wealth compounding, tax advantages, productive assets

• The ultra wealthy buy real estate for the tax losses.
• Large paper losses compound wealth and reduce taxes.
• The new tax bill allows accelerated depreciation.
• Federal and state taxes can be significantly reduced.
• Depreciation is a key concern for the wealthy.
• Think of depreciation as a consistent tax strategy.
• Real estate is a long-term strategy for the wealthy.
• Choosing the right property types is crucial.
• Real estate is the only major asset class for tax benefits.
• The tax code rewards owning productive assets.

The ultra wealthy buy real estate for tax losses.

Large paper losses compound wealth.

Accelerate everything 15 years or less.

A $500,000 paper loss can translate.

Depreciation is a consistent tax strategy.

The wealthy use real estate for tax benefits.

Maximize tax advantages with the right property.

Real estate shows a loss, reduces taxes.

The tax code rewards owning productive assets.

Real estate is the only major asset class.

• 00:00:08 Introduction to Real Estate and Taxes
• 00:01:09 Impact of the New Tax Bill
• 00:03:22 Federal and State Tax Reduction
• 00:04:23 Depreciation as a Strategy
• 00:05:40 Long-Term Real Estate Strategy
• 00:07:06 Choosing the Right Property Types
• 00:08:31 Real Estate as a Major Asset Class
• 00:08:48 Tax Code and Productive Assets

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In this episode, Brad Johnson sits down with Bridger Pennington, founder of FundLaunch and FundLaunch Partners, to break down why most first-time funds struggle and how GP seeding is reshaping the private markets. Bridger shares how his firm reviews more than 1,200 emerging manager applications a year, why micro-funds can outperform larger peers, and how GP stakes combined with operational support create asymmetric upside. The conversation also dives into FundLaunch AI, a new platform designed to cut fund formation timelines from months to days.

What You’ll Learn

• Why most first-time funds fail before they ever scale
• How GP seeding works and why institutions are increasingly focused on it
• The difference between institutional GP stakes and micro-fund seeding
• How FundLaunch filters 1,200 managers down to roughly 10 investments
• Why niche strategies outperform at smaller fund sizes
• How tranche-based capital and option-like structures reduce downside risk
• Why no-fee, no-carry GP economics matter for long-term compounding
• What institutional investors actually look for in Fund II and Fund III
• How FundLaunch AI aims to replace expensive early-stage legal and structuring work
• Why ownership and private markets matter in today’s economic cycle

Key Topics Discussed

• GP seeding and GP stakes
• Emerging and first-time fund managers
• Micro funds vs institutional funds
• Private equity, private credit, real estate, and niche strategies
• Fund formation, compliance, and back-office infrastructure
• AI and software in private fund creation
• Long-term compounding through GP economics

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In this episode, we sit down with Richard Wilson, founder of the Family Office Club, to pull back the curtain on how the ultra-wealthy manage, protect, and grow their fortunes. With a community representing over $14 trillion in assets, Richard shares insider strategies that go far beyond standard wealth management.

We dive deep into the "Billionaire" playbook for deal structuring—explaining why the wealthiest investors care less about fees and more about custom terms like warrants and gross revenue royalties. Richard also reveals how family offices are leveraging Artificial Intelligence to automate due diligence, acting as a "second brain" to process deals faster and more deeply.

Whether you are an investor looking to start your own family office, or a sponsor seeking to raise capital from them, this episode provides a rare look into the operational and investment tactics of the super-rich.

Evergreen Capital:

www.evergreencap.com

[email protected]

Family Office Club: FamilyOffices.com

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www.evergreencap.com

[email protected]

In this episode of "The CIO Brief," Brad Johnson, Managing Director and CIO of Evergreen Capital, delves into the complexities of the current economic landscape. From the lessons learned from legendary figures like Jamie Dimon to the evolving attitudes towards cryptocurrency, Brad offers insights into market trends and investment strategies. Join us as we explore the intricacies of family office investments, the impact of geopolitical concerns, and the future of digital currencies. Whether you're an investor or simply curious about the financial world, this episode provides valuable perspectives on navigating today's economic challenges.

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In this episode, Brad Johnson explores the world of tax loss harvesting, covering basic to advanced strategies. Learn how to leverage these techniques to enhance your investment portfolio and reduce tax liabilities.

www.evergreencap.com

[email protected]

0:00 Introduction to Tax Loss Harvesting

5:00 Basic Tax Loss Harvesting Explained

15:00 Direct Indexing and Its Benefits

25:00 Advanced Strategies with Leverage

35:00 Common Mistakes and How to Avoid Them

45:00 The Future of Passive Investing

55:00 Conclusion and Final Thoughts

Disclaimer:

This podcast is for informational and educational purposes only. It should not be construed as investment, tax, or legal advice. Opinions expressed are those of the host and guests and do not necessarily reflect the views of Evergreen Capital or its affiliates. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Listeners should consult their own financial, tax, and legal professionals before making any investment decisions. Advisory services are offered through Evergreen Capital, a registered investment adviser.

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Brad shares his philosophy on the importance of holding prime assets and the compounding advantages of quality investments, whether in stocks or real estate.

investing, quality assets, investment philosophy, market efficiency, long-term returns

• Quality over high returns is key in investing.
• Market efficiency has increased over the years.
• ETFs are recommended for most client portfolios.
• Prime assets retain value even in downturns.
• Quality investments compound advantages over time.
• Real estate can offer long-term returns.
• Distressed assets are risky but can be opportunities.
• Holding quality assets leads to compounding capital.
• Investing in quality can feel uncomfortable but pays off.
• Focus on quality is the major lesson in investing.

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The episode discusses Robinhood's induction into the S&P 500, exploring its impact on the investment landscape. It highlights Robinhood's role in educating young investors, the risks of fast-paced trading, and the shift towards modern technology in investment platforms.

Evergreen Capital

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• Robinhood's entry into the S&P 500 marks a significant shift in the investment landscape.
• The app has 15 million customers and generates substantial revenue from brokerage fees.
• Robinhood educates young investors but also encourages risky trading behaviors.
• The experience of losing money can be a valuable lesson for young investors.
• Robinhood's fast-paced trading style has both pros and cons.
• The app's user-friendly interface appeals to younger generations.
• There's a growing trend towards cryptocurrency and modern technology in investing.
• Traditional investment platforms lack the sleek user experience of Robinhood.
• The shift from old to new guard in the S&P 500 reflects changing market dynamics.
• Future investors will likely prioritize modern technology in their investment choices.

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In this episode, Brad Johnson from Alternative Investor and Evergreen Capital interviews Jillian Murrish of Pier Asset Management. They delve into the world of alternative credit, focusing on niche areas like specialty finance, music royalties, and litigation finance. Jillian shares insights on how Pier Asset Management navigates these unique investment opportunities, emphasizing their strategy of targeting smaller, overlooked deals to generate returns. The conversation also touches on the challenges and rewards of investing in niche credit markets.

Evergreen Capital

https://www.evergreencap.com/

Pier Asset Management

https://www.pieram.com/

• Alternative credit offers unique investment opportunities.
• Peer Asset Management focuses on niche, overlooked deals.
• Music royalties can be a lucrative investment.
• Litigation finance supports small tech companies.
• Niche credit markets require specialized knowledge.
• Cashflow investing is a core strategy for Peer Asset Management.
• Smaller deals often yield higher returns.
• Peer Asset Management avoids mainstream asset gathering.
• Investing in niche markets can diversify portfolios.
• Understanding market dynamics is crucial for success.

alternative credit, specialty finance, music royalties, litigation finance, niche investment, Pier Asset Management, Brad Johnson, Jillian Murrish, cashflow investing, private credit

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Investment Strategy Spotlight: Understanding Opportunity Zone 2.0

This episode focuses on the new regulations brought about by the Tax Act of July, specifically the enhancements in Opportunity Zones, termed Opportunity Zone 2.0. The speaker explains the original Opportunity Zones program, its benefits of tax deferrals and exemptions for investments in designated areas, primarily housing and development projects. The updated program continues to offer a rolling five-year deferral starting in 2027 and extends tax benefits for investments held over ten years without capital gains taxes. Additionally, the new Opportunity Zone 2.0 includes bonus depreciation advantages. Emphasis is placed on combining tax benefits with sound investment choices to avoid tax-driven pitfalls. Ideal candidates for this program include individuals with significant capital gains seeking real estate or high-quality development investments.

00:00 Introduction to Investment Strategy Spotlight

00:15 Opportunity Zones 1.0: A Recap

01:44 Opportunity Zones 2.0: New Regulations and Benefits

02:29 Maximizing Tax Benefits with Opportunity Zones

03:49 Combining Tax Strategies with Great Investments

05:27 Ideal Candidates for Opportunity Zone 2.0

06:38 Considerations and Risks in Opportunity Zone Investments

08:31 Future Opportunities and Conclusion

www.evergreencap.com

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