Lessons - How The Top 0.01% Think About Money | Ron Diamond, the Founder and Chairman of Diamond Wealth

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In this episode of "Success Story: Lessons," we are thrilled to have Ron Diamond, the Founder and Chairman of Diamond Wealth, who represents over 100 Family Offices with a wide financial spectrum.

Philanthropy Through Direct Investment: Ron shares his insight on the evolving face of philanthropy, highlighting how direct investments into causes can make a significant impact, citing examples from eminent philanthropists like Gates and Bloomberg.

Wealth Transfer Insights: Transitioning into wealth transfer, Ron unveils some smart strategies to pass on wealth to the next generation while minimizing tax liabilities and maintaining control over assets.

Legal Tax Mitigation Strategies: Delving into tax-saving strategies, Ron talks about how understanding and leveraging the tax code can benefit individuals across all income brackets, not just the wealthy.

The Art of Active Listening: Ron underscores the importance of active listening as a vital skill for success, encouraging us to learn from the experiences and strategies of successful individuals.

Deal Evaluation and Investment: Wrapping up the discussion, Ron gives us a glimpse into his approach towards evaluating business deals, sharing how smaller deals, though not appealing to larger family offices, can be lucrative opportunities for others.

➡️ Show Links

https://successstorypodcast.com

YouTube: https://youtu.be/ZCsYstLkr-Q

Apple: https://podcasts.apple.com/us/podcast/success-story-with-scott-d-clary/id1484783544

Spotify: https://open.spotify.com/episode/2ANee8TRfy6KpOdbzcvRCz

https://www.linkedin.com/in/ronald-diamond-68046711/

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https://www.youtube.com/c/scottdclary