Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights cover image

Niche and New Investment Strategies

Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights

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Diverse Investment Strategies and Opportunity Zones

The chapter delves into unique investment strategies in the financial services and real estate sectors, discussing companies like Liveicon and investment opportunities in Japan and Korea. It highlights portfolio optimization for international expansion, Raven Capital's tech venture fund, and Elgothon Capital Management's asset management focus in Puerto Rico. The speakers explore opportunity zones, sourcing deals, and tax-efficient financial planning for affluent clients.

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