by Element Pointe Family Office
Co-hosted by Element Pointe CEO and Co-Founder David Savir and CIO and Co-Founder Carlos Dominguez, this podcast explores topics that matter to ultra-high-net-worth families and family offices. Each episode features candid, in-depth conversations with leading professionals and specialists across wealth management, investing, philanthropy, cybersecurity, art, travel, and more. Element Pointe is an independent multi-family office and wealth management firm. Learn more at elementpointe.com
Language
🇺🇲
Publishing Since
7/23/2025
Verified contact details for this show aren't on file yet — sign up to get notified when they land.
May 27, 2026
<p>What if everything you've been told about generational wealth transfer is wrong? In this thought-provoking episode of On Pointe, hosts David and Carlos sit down with Dr. Jim Grubman, one of the most influential voices in family wealth psychology and author of the groundbreaking book Strangers in Paradise.</p><p>The conversation takes us inside real family meetings where G3 inheritors confess to feeling like mere "conduits" for wealth rather than purposeful stewards. Dr. Grubman shares a powerful analogy from the Mayo Clinic that reframes how advisors should think about their role not as quarterbacks calling plays, but as air traffic controllers ensuring nothing crashes and everything arrives on time.</p><p>From debunking the "great wealth transfer" myth to exploring why trust design is a lagging indicator that won't impact families for decades, this episode is essential listening for anyone navigating multigenerational wealth, whether you're a wealth creator, an inheritor, or an advisor seeking a more enlightened approach.</p><p><br></p><p><br></p><p>Timestamped Chapters:</p><p>00:00 - Introduction & The Evolution of Family Wealth Psychology</p><p>11:27 - Purpose, Stewardship, and the "Conduit" Problem for Inheritors</p><p>19:17 - The Family Office Explosion: Separating Marketing from Reality</p><p>25:59 - Debunking the "Great Wealth Transfer" Myth</p><p>37:47 - The Wealthosaurus Project and Defining Industry Terms</p><p>41:41 - The Rise of the Expert Generalist and Integrated Advising</p><p>47:02 - From Fear-Based to Strengths-Based Advising: The Biggest Shift</p><p><br></p><p><br></p><p><br></p><p>Co-hosted by Element Pointe Family Office CEO and Co-Founder David Savir and CIO and Co-Founder Carlos Dominguez, this podcast explores topics that matter to ultra-high-net-worth families and family offices. Each episode features candid, in-depth conversations with expert advisors, industry leaders, and influential voices across wealth management, investing, philanthropy, cybersecurity, art, travel, private aviation, and more. Follow us on YouTube, Spotify, and Apple Podcast.</p><p><br></p><p>Links:</p><p>Element Pointe Family Office: <a href="http://elementpointe.com" target="_blank" rel="ugc noopener noreferrer">elementpointe.com</a></p><p>Spotify: <a href="https://open.spotify.com/show/7zeWi0jLDpbaw90AHsvh5r?si=d856e03ca281479e" target="_blank" rel="ugc noopener noreferrer">https://open.spotify.com/show/7zeWi0jLDpbaw90AHsvh5r?si=d856e03ca281479e</a></p><p>Apple Podcast: <a href="https://podcasters.spotify.com/pod/show/on-pointe" target="_blank" rel="ugc noopener noreferrer">https://podcasters.spotify.com/pod/show/on-pointe</a></p><p><br></p><p>Disclaimers:</p><p>The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.</p><p>This content is for general informational purposes only and does not constitute legal advice. Listening to, commenting on, or reading a transcript of this podcast does not establish an attorney-client relationship. If you require legal advice on a specific matter, please consult with an attorney.</p><p>Questions: <a href="mailto:marketing@elementpointe.com" target="_blank" rel="ugc noopener noreferrer">marketing@elementpointe.com</a></p><p>#MultiFamilyOffice #WealthManagement #InvestmentInsights #UHNW #Lifestyle</p><p><br></p>
April 30, 2026
<p>What happens when a US family member moves abroad, or when you finally buy that dream villa in Tuscany? The tax and estate planning implications might surprise you and could even render your investment worthless if you're not careful.</p><p><br /></p><p>In this episode, host David Savir reconnects with law school classmate Sarah Jacobson, a Partner at Day Pitney and one of the leading voices in international estate planning for high-net-worth families. Based in Miami, Sarah has spent her career navigating the complex intersection of US tax law, foreign trust structures, and cross-border wealth transfers.</p><p><br /></p><p>Their conversation reveals eye-opening scenarios that catch even sophisticated families off guard: how a single trustee relocating to the UK can accidentally trigger an exit tax on an entire trust, why funding a simple revocable living trust while living abroad could cost you 20% upfront in certain countries, and the surprising concept of "forced heirship" that overrides your will in places like Italy and Costa Rica. Sarah also shares how the rise of digital nomads and second-passport seekers is creating tax complexities that existing laws simply haven't caught up with yet.</p><p><br /></p><p>Whether you own foreign real estate, have family members scattered across the globe, or are considering a move abroad yourself, this episode is essential listening.</p><p><br /></p><p><strong>Chapters:</strong></p><p>00:00 – Cross-Border Wealth Planning: Protecting Assets & Navigating Global Tax | Sarah Jacobson, Day Pitney</p><p>01:30 – Sarah's Practice: Inbound vs. Outbound International Estate Planning</p><p>04:02 – When US Family Members Move Abroad: Trust Implications and the Exit Tax Trap</p><p>10:16 – Family Dynamics: Navigating Different Treatment for Global Family Members</p><p>13:04 – Owning Property Abroad: Forced Heirship, Succession, and the Brussels IV Election</p><p>20:42 – US Citizens Relocating Overseas: Hidden Tax Pitfalls and the Revocable Trust Trap</p><p>25:11 – The Discovery Process: Getting a Holistic Picture of a Client's Global Life</p><p>28:01 – The Future of International Planning: Digital Nomads and Evolving Complexity</p><p>32:17 – Day Pitney's Family Office Practice: Why Family Offices Aren't Just Another Company</p><p>35:36 – Closing Thoughts and Farewell</p><p><br /></p><p>Co-hosted by Element Pointe Family Office CEO and Co-Founder David Savir and CIO and Co-Founder Carlos Dominguez, this podcast explores topics that matter to ultra-high-net-worth families and family offices. Each episode features candid, in-depth conversations with expert advisors, industry leaders, and influential voices across wealth management, investing, philanthropy, cybersecurity, art, travel, private aviation, and more. New episodes released twice a month on Thursdays. Follow us on YouTube, Spotify, and Apple Podcast.</p><p><br /></p><p>Links:</p><p>Element Pointe Family Office: elementpointe.com</p><p>Spotify: https://open.spotify.com/show/7zeWi0jLDpbaw90AHsvh5r?si=d856e03ca281479e</p><p>Apple Podcast: https://podcasters.spotify.com/pod/show/on-pointe</p><p><br /></p><p>Disclaimers:</p><p>The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.</p><p><br /></p><p>This content is for general informational purposes only and does not constitute legal advice. Listening to, commenting on, or reading a transcript of this podcast does not establish an attorney-client relationship. If you require legal advice on a specific matter, please consult with an attorney.</p><p><br /></p><p>Questions: marketing@elementpointe.com</p><p><br /></p><p>#MultiFamilyOffice #WealthManagement #InvestmentInsights #UHNW #Lifestyle</p>
April 16, 2026
<p>In this episode, we sit down with Aaron T. Slavens, Partner and Chair of the national Private Equity practice at Holland & Knight LLP, to unpack the state of the deal market in 2026. With decades of experience representing private equity funds, founders, and strategic investors, Aaron offers a rare 30,000-foot view of the middle market where most of the real action is happening.</p><p><br></p><p>We explore why deal flow remains steady despite wars, tariffs, and interest rate shifts and why exits, not acquisitions, are the real bottleneck. Aaron explains how “dry powder” is still driving competition, why diligence has become far more rigorous, and how creative structures like continuation vehicles and structured equity are reshaping transactions.</p><p><br></p><p>He also shares practical advice for business owners preparing for a sale, breaks down how reps & warranties insurance has transformed M&A risk, and offers candid insights on AI’s impact on both private equity and the legal profession.</p><p><br></p><p>If you’re a founder, investor, or advisor navigating today’s evolving deal landscape, this conversation is essential listening.</p><p><br></p><p>Chapters: </p><p>00:00 – Podcast Disclaimer</p><p>02:23 – The State of Private Equity in 2026</p><p>06:01 – Why SaaS & Software Deal Volume Has Dropped</p><p>09:03 – Creative Deal Structures: Continuation Vehicles & Structured Equity</p><p>12:53 – Beyond Valuation: Alignment & Management Buy-Ins</p><p>17:08 – Should a 70-Year-Old Founder Sell to PE?</p><p>25:53 – Reps & Warranties Insurance Explained</p><p>29:24 – How Often Do RWI Claims Actually Happen?</p><p>32:08 – How Insurance Companies Underwrite M&A Deals</p><p>37:46 – AI, Automation & the Future of Professional Services</p><p>42:50 – Advice for Law Students in the Age of AI</p><p>46:15 – The Growth of Middle-Market Private Equity</p><p>48:11 – Why South Florida Is a Deal-Making Hotspot</p><p>49:18 – Closing Thoughts & Final Disclaimer</p><p><br></p><p>Co-hosted by Element Pointe Family Office CEO and Co-Founder David Savir and CIO and Co-Founder Carlos Dominguez, this podcast explores topics that matter to ultra-high-net-worth families and family offices. Each episode features candid, in-depth conversations with expert advisors, industry leaders, and influential voices across wealth management, investing, philanthropy, cybersecurity, art, travel, private aviation, and more. New episodes released twice a month on Thursdays. Follow us on YouTube, Spotify, and Apple Podcast.</p><p><br></p><p>Links:</p><p>Element Pointe Family Office: <a href="https://www.elementpointe.com/" target="_blank" rel="ugc noopener noreferrer">https://www.elementpointe.com/</a></p><p>Mail to: marketing@elementpointe.com</p><p>Spotify: https://open.spotify.com/show/7zeWi0jLDpbaw90AHsvh5r?si=d856e03ca281479e</p><p>Apple Podcast: https://podcasters.spotify.com/pod/show/on-pointe</p><p><br></p><p>Disclaimers:</p><p>The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.</p><p><br></p><p>This content is for general informational purposes only and does not constitute legal advice. Listening to, commenting on, or reading a transcript of this podcast does not establish an attorney-client relationship. If you require legal advice on a specific matter, please consult with an attorney.</p><p><br></p><p>Questions: marketing@elementpointe.com</p><p><br></p><p>#MultiFamilyOffice #WealthManagement #InvestmentInsights #UHNW #Lifestyle</p>
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
Co-hosted by Element Pointe CEO and Co-Founder David Savir and CIO and Co-Founder Carlos Dominguez, this podcast explores topics that matter to ultra-high-net-worth families and family offices. Each episode features candid, in-depth conversations with leading professionals and specialists across wealth management, investing, philanthropy, cybersecurity, art, travel, and more.
Element Pointe is an independent multi-family office and wealth management firm. Learn more at elementpointe.com
This podcast updates daily.
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Yes, this podcast regularly features guests.
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.