The True Wealth Project

By: Sascha Janzen
  • Summary

  • You have a level of financial wealth in your life and are asking yourself "What now?" Join me in exploring the answers to that question. I am interviewing guests with particular insights, expertise or success around the 3 core areas of Wealth - Impact - Succession To find out more, visit https://janzenco.com/podcast Join the True Wealth Community Newsletter http://bit.ly/2lYPca9
    Sascha Janzen
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Episodes
  • Episode 30 - Crafting a Family Legacy: The Art of Writing Non-Boring Family Histories / Hazel Edwards
    Aug 29 2024

    Have you ever wished to capture the essence of your family's history in a way that truly engages future generations? Writing a family history that isn’t just a collection of dates and facts, but a living narrative full of the vibrant personalities and rich experiences that shaped your ancestors, is no small feat.

    In Episode 30 of The True Wealth Project podcast, Sascha Janzen has an enlightening conversation with Hazel Edwards, a renowned Australian author best known for her beloved children's book ”There's a Hippopotamus on Our Roof Eating Cake”.

    But Hazel's expertise goes far beyond children's literature. With over 200 books to her name, she has mastered the art of storytelling across genres, and now, she’s dedicated to helping others bring their family histories to life in engaging and meaningful ways.

    During the episode, Hazel delves into the importance of writing family histories that resonate with readers, turning the potentially dry recitation of names and dates into compelling narratives filled with the quirks, challenges, and triumphs of real people.

    She shares her unique approach to avoiding the common pitfalls of family history writing, such as how to begin the daunting task of documenting your family's past and the significance of focusing on "quiet heroes" who may not have made headlines but played crucial roles in their communities.

    Hazel also discusses her personal experiences, from creating personalized stories for her grandchildren to guiding aspiring authors through the process of writing memoirs and family histories that are anything but boring. If you’ve ever wanted to preserve your family’s legacy in a way that truly reflects the vibrancy of their lives, this episode is a must-listen.

    Join Sascha and Hazel for an episode that will inspire you to take the first step in documenting your family's unique story, turning it into a legacy that future generations will treasure.

    Connect with Hazel Edwards:

    Website: https://hazeledwards.com

    Facebook: https://www.facebook.com/hazel.edwards.58/

    X: @muirmoir

    Instagram: @muirmoir

    LinkedIn: https://www.linkedin.com/in/hazel-edwards-oam-0b4543a/
    Books written by Hazel: https://www.amazon.com/stores

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    1 hr and 11 mins
  • Episode 29: Legacy and Intergenerational Wealth: Optimizing Your Family Wealth Decisions / Richard Orlando
    Mar 28 2024

    Are you seeking the keys to creating lasting wealth and leaving a meaningful legacy?

    Delving into the depths of wealth creation and legacy building requires more than just financial acumen—it calls for a vision that transcends generations. The pursuit of lasting wealth isn't merely about accumulating assets; it's about crafting a narrative that leaves an indelible mark on the world.

    In episode 29 of The True Wealth Project podcast, Sascha Janzen has an insightful conversation with Richard Orlando, the founder of Legacy Capitals, about the concepts of legacy and intergenerational wealth.

    With over 25 years of experience, Richard has advised high and ultra-high-net-worth families, many of whom are leaders of family enterprises. He has also trained thousands of advisors to incorporate qualitative, multi-generational planning into their financial services.

    Before founding Legacy Capitals, Dr. Orlando spent fifteen years leading Merrill Lynch’s Global Practice Management Consulting Group and worked in Merrill’s Family Office division. His insights have been featured in various publications, including The New York Times, Bloomberg Business, and The Wall Street Journal online.

    Dr. Orlando holds a diverse educational background, including a Bachelor of Science in computer science and business from St. John’s University. He pursued a Wall Street career after obtaining Series 7 and 63 licenses, later earning a master’s in counseling/theology from Trinity International University and a doctorate in family systems from Seton Hall University, focusing on wealth management family teams. He instructs for the Investments & Wealth Institute’s CPWA Certification Program, is a faculty member of the UHNW Institute, and holds a family wealth advising certificate from the Family Firm Institute. Dr. Orlando is also a certified professional coach through the International Coach Federation.

    He is also the author of “Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions” and “Love Your Clients: the tale of the Whole Family Advisor”.

    During the episode, Richard addresses five different types of capital that every family should develop and build. He also poses five questions that every family needs to work through when developing an intentional legacy.

    Richard emphasizes the importance of love and impact, as well as the challenges of serving multiple generations within families. He also shares insights on raising happy children, transferring wealth, preparing the next generation, and handling family conflicts.

    Richard and Sascha also talk about the essence of legacy in family wealth, what it means to have a legacy mindset, the challenges of first and second generation wealth, about impact investing and generational perspectives and more.

    As Richard reflects on his legacy, he hopes to be remembered for his dedication to helping families thrive across generations. With a focus on building bridges, fostering communication, and empowering future leaders, Richard's impact extends far beyond financial planning—it's about nurturing the soul of family wealth.

    Don't miss out on episode 29 of The True Wealth Project podcast, where Sascha and Richard delve into the transformative power of legacy planning and the enduring impact of family wealth!

    Connect to Richard Orlando

    Website: https://www.legacycapitals.com

    Linkedin: https://www.linkedin.com/in/richardorlandophd/

    Richard's Books:

    Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions:

    https://amzn.to/3PEj0ny


    Love Your Clients: The Tale of the Whole Family Advisor: https://amzn.to/3VFL5P1

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    1 hr and 18 mins
  • Episode 28: International Planning: Tax, Residence and Wealth / David Lesperance
    Jan 26 2024

    Are you ready to dive into a world of international tax planning, immigration and offshore wealth?

    If you're thinking of moving abroad, you should start planning early, consider potential risks and seek expert advice for a smooth transition of your business. Protect your assets and ensure financial stability while staying tax efficient, understand the tax and legal implications and plan for contingencies. You don't want any surprises down the line.

    In episode 28 of The True Wealth Project podcast, Sascha Janzen has an insightful conversation with David Lesperance, one of the world's leading international tax and immigration advisors and a published author in the field.

    David’s journey into international tax and immigration law stemmed from his unique background as a Canadian immigration and customs officer while studying law. With over three decades of experience since being called to the bar in 1990, David has successfully advised high and ultra-high net worth individuals and their families. Supported by a dedicated team, his innovative backup plans provide comprehensive solutions aligned with clients' financial, family, and business situations.

    During the episode, David and Sascha will talk about the rising relevance of immigration and offshore wealth in today's ever changing landscape. They will explore different jurisdictions, tax treaties and immigration options.

    David also delves into his personal background, growing up on the Canadian-U.S. border and working as an immigration officer. He shares anecdotes about his early career, studying law, and the pivotal moments that shaped his passion for international tax and immigration.

    Listeners will gain a comprehensive understanding of the factors driving individuals to seek alternative residences and citizenships as a proactive approach to potential challenges.

    David's insights extend beyond the technicalities of tax planning. He explores the broader implications of political and economic shifts, emphasizing the need for a well-designed "fire escape plan."

    Drawing parallels between these plans and traditional fire prevention measures, he highlights the importance of having a robust strategy in place, even if not immediately implemented.

    Throughout the episode, David shares practical examples, anecdotes, and strategies that provide listeners with valuable takeaways. Whether you're a seasoned professional in the field or someone looking to grasp the fundamentals of international tax and immigration planning, this episode promises to be an enlightening journey.

    Don't miss out on episode 28 of The True Wealth Project podcast, where Sascha Janzen and David Lesperance unravel the complexities of global financial planning, offering actionable insights to safeguard your financial future! Listen now!

    Resources:

    Connect to David Lesperance

    Website: https://lesperanceassociates.com

    Linkedin: https://www.linkedin.com/in/davidslesperance-residency-citizenship-taxation-lawyer/?originalSubdomain=gi

    Books:

    The Flight of the Golden Geese: How the 1% Matter to the 99%: https://amzn.to/3SgU85w



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    1 hr and 16 mins

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