Cornerstone Private Office

About Cornerstone Private Office

Cornerstone Private Office is the podcast for business owners, growth-stage entrepreneurs, investors, and advisors who want to protect wealth, reduce taxes, and build financial structures that endure beyond markets and generations. Hosted by Professor Jack Ledger, a trusted advisor to high-performing entrepreneurs, the show simplifies complex strategies—tax planning, asset protection, estate and succession design, investment governance, and long-term wealth architecture—into actionable frameworks for $3M–$30M revenue businesses. Designed to elevate financial literacy, build lasting authority, and provide clarity for compounding capital across cycles, this podcast delivers the structural thinking serious operators need to build wisely and protect permanently. This podcast was produced with the assistance of artificial intelligence. AI tools were used in the preparation, editing, or production process. All final content was reviewed and approved by the creators.

Publisher

Professor Jack Ledger

Category

business

Language

en

Explicit

No

First episode

1 Mar 2026

Latest episode

23 Sept 2026

Latest episodes

15 of 29 episodes have a transcript.

1. 

   23 Sept 2026TRANSCRIPT

   Trust Decanting

   Professor Jack Ledger explains how trustees can rewrite outdated irrevocable trusts by pouring assets into new ones, highlighting state variations and unresolved federal tax questions.

2. 

   9 Sept 2026TRANSCRIPT

   Ep 26 Non-Qualified Deferred Compensation

   Professor Jack Ledger explains non-qualified deferred compensation plans, detailing their higher limits, creditor risks, and complex payout rules for executives.

3. 

   9 Sept 2026TRANSCRIPT

   The HSA Nobody Treats Like a Retirement Account Description

   Professor Jack Ledger reveals how to leverage your Health Savings Account as a powerful retirement vehicle, unlocking its triple tax advantage and indefinite rollover potential.

Inside a recent episode

Trust Decanting

Published 23 Sept 2026 · Transcript excerpt

[…] Here's the framework. Decanting is the practice of a trustee pouring the assets of an existing irrevocable trust into a new trust with different, more suitable terms, the same way you'd pour wine from an old bottle into a new decanter, leaving the sediment behind. The trust is old. The terms no longer fit. Decanting lets the assets move forward without the outdated language attached. This matters because irrevocable trusts are, by design, meant to last a long time, sometimes generations. A trust drafted twenty or thirty years ago was written for the tax law, family structure, and beneficiaries of that era. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

76 ratings

Contact Cornerstone Private Office

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Cornerstone Private Office