In this episode, we dive into the high-stakes world where private equity meets personal planning, and where the smartest move might not be the boldest one. From the intricacies of syndication deals to why the ultra-wealthy are often more daring than diligent, we explore the financial chess game behind the scenes. We also unpack the often-taboo topic of prenups, how to start the conversation with your partner before the money complicates the love, and why estate planning isn’t just for the 1%.

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