Tag Archives: Personal Finance

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Is Your Trustee Out of Touch? With Christopher Holtby (Ep. 33)

Education, Financial, Uncategorized, , , , , , , , , ,

In this episode, Kevin Kaylakie speaks with Christopher Holtby, Co-Founder and Head of Learning & Business Development of Wealth Advisors Trust Company.  

Kevin and Christopher discuss: 

  • Removal and appointment of Trustees 
  • Trust Law and the Trust Task Force in South Dakota 
  • 4 Reasons to choose South Dakota Trust Jurisdiction 
  • How do Directed Trusts and Delegated Trusts Work 
  • What to keep in mind when appointing a Trustee 
  • And more… 

 

Connect With Christopher Holtby: 

 

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About Our Guest: 

At Wealth Advisors Trust Company, Christopher applies his business building, love of learning, operational, and wealth management expertise gained at Ernst & Young.  His role includes learning and facilitating knowledge around the trustee industry to assist those in choosing a  trust company. Christopher has co-authored two white papers, Directed Trusts Made Simple and the Trusteed IRA, and authored one published peer-reviewed paper, An Advisors Roadmap to the Trustee Industry.  From the operational side, Christopher created the trust administration process within SalesForce. He and his family are clients of the trust company as well. 

Christopher grew up in Toronto, Canada, graduated from the University of Arizona receiving a BA in Psychology with an emphasis on statistics and a minor in English Literature. He lives in Dallas with his wife and three sons and enjoys skiing, mountain biking, hiking, reading history, and watching and participating in sports with his sons. 

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Clarity, Confidence, and Purpose in Alternative Investment Management (Ep. 11)

Education, Finance, Financial, Uncategorized, , , , , , , , , , , , , ,

Ultra-high-net-worth families need a trusted collaborative partner who will bring clarity, instill confidence, and help align their wealth with well-defined goals.

This is what Kevin Kaylakie and his team at SineCera Capital work to provide each and every client.

In this episode, SineCera Capital’s Chief Investment Officer, Adam Packer, joins Kevin to discuss this framework and how they apply it to the due diligence and management of alternative investments.

Adam & Kevin discuss: 

  • An introduction to the SineCera Capital process
  • Three types of investment clients 
  • How SineCera Capital approaches education with their clients on the alternative investment due diligence process
  • What makes the process truly work
  • And more

Connect With SineCera Capital:

About Our Guest:

Adam Packer is the CIO for SineCera Capital in Austin, Texas. He is responsible for overseeing the due diligence and investment selection process for all investments, both public and private, for SineCera Capital. Adam earned his BA in Business Economics from the University of California at Los Angeles (UCLA), with minors in Accounting and Philosophy. He is both a CFA and CAIA charterholder.

 

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The Golden Period of Estate Planning With Doug Paul (Ep. 9)

Education, Finance, Financial, Uncategorized, , , , , , , , , , , , , ,

The labyrinth of estate planning involves navigating goals, assets, taxes, investments, and the future. Flexibility is key.

In this episode, Kevin Kaylakie is joined by Doug Paul of McGinnis Lochridge law firm. Doug shares several tax planning tools you can apply to your estate plan. He also explains why he believes this is the golden period of estate planning and how potential changes from Congress will impact the future of estate planning.

Doug discusses: 

  • The most common questions he hears about estate planning
  • Simple tax planning tools and techniques such as donor advised funds and qualified charitable distributions (QCD)
  • More complex tax planning tools like Roth IRA conversions
  • What it means when people are getting assets out of their estate
  • Charitable Lead Trusts
  • Family Limited Partnerships or LLCs
  • And more

Connect With Doug Paul:

Connect With SineCera Capital:

About Our Guest:

Doug focuses his practice on estate planning through the use of trusts, family business entities, and life insurance. His experience includes charitable planning, asset protection planning, and planning to mitigate transfer tax and income tax. He is an expert in charitable planning, asset protection planning, and planning for mitigation of transfer tax and income tax.

Doug is a frequent speaker at various estate planning organizations and associations including: Austin Financial Planners Association, Texas Association of Insurance and Financial Advisors, Victoria Estate Planning Council, and the National Business Institute-CPA/CLE, Austin Chapter of CPAs.

 

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Angel Networks and Seed Stage Funding With Hall Martin (Ep. 8)

Education, Finance, Financial, Uncategorized, , , , , , , , , , , , , , ,

As a startup business, finding investors can be a difficult process. It’s always nice to have help guide you through the process and connect you with the right people.

In this episode, Kevin Kaylakie speaks with Hall Martin, Founder & CEO of TEN Capital Network. Hall shares how his firm helps connect startup companies with investors, the background of his work and the evolution of TEN Capital Network. Plus, details about their program and who it works best for.

Hall discusses: 

  • The story of his background and TEN Capital Network
  • What the ideal company looks like that should be reaching out to TEN Capital as a service platform
  • The success rate of companies who come through the TEN Capital Network
  • One of his favorite success stories
  • And more

Resources: 

Connect With Hall Martin:

Connect With SineCera Capital:

About Hall Martin:

Hall launched TEN Capital as the Texas Entrepreneur Networks in 2009. Today, the firm has over 12,000 investors in its network, and has helped startups raise over $700M and counting.

Hall serves as the Vice-Chair of the Baylor Angel Network. He previously led the Central Texas Angel Network (CTAN) as its first Executive Director, where he achieved over a 40X return for the investors.

He is the founder and director of the Texas Open Angel Network, which is a 501(c)(3) non-profit dedicated to the education of angel investors. As a part of that program, he hosts the Investor Connect podcast series.

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The One Question Every Family Asks Me — With Dan Golosovker (Ep. 7)

Education, Finance, Financial, , , , , , , , , ,

The number one problem ultra high net worth families face is finding a resource that helps them have a complete view of their wealth as a family, regardless of where the assets are managed or by whom they are managed by.

That’s why SineCera Capital enlisted Addepar to help solve this problem.

In this episode, Kevin Kaylakie has a conversation with Addepar’s Head of Portfolio and Market Analytics, Dan Golosovker. As a leading provider of technology and wealth management solutions for investment advisors and family offices, Addepar and Dan work to help investors have a better understanding of the flow of their wealth through their unique solutions. 

Dan discusses: 

  • His background and how he came to be the head of portfolio and market analytics for Addepar
  • What is Addepar and how the platform benefits their clients
  • The data pledge for privacy Addepar takes, and what The Investment Sentiment Index is
  • What happened to the market in March 2020
  • And more

Resources: 

Connect With Dan Golosovker:

Connect With SineCera Capital:

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Meet Kevin Kaylakie of SineCera Capital (Ep. 1)

Education, Finance, Financial, Uncategorized, , , , , , , , , ,

Welcome to the debut episode of the Uncorrelated Minds Podcast with Kevin Kaylakie! In this podcast, join Kevin as he talks with successful individuals who think outside of the box, and in doing so, have created extraordinary results.

In this inaugural episode, get your official introduction to Kevin Kaylakie, CFP®, CPWA®, the founder and CEO of SineCera Capital. Kevin shares his unique vision as a financial professional and discusses SineCera’s core values and services.

We discuss:

  • 00:26 Why Kevin decided to work in financial services
  • 01:37 The meaning behind the name “SineCera Capital” 
  • 03:17 SineCera’s ideal client 
  • 07:08 Who makes up the SineCera team 
  • 10:36 Which services are offered at SineCera Capital 
  • 12:08 SineCera’s business philosophy and values 
  • 15:29 What it means to be a student of the business 
  • 19:00 What Kevin does for fun 
  • 22:04 How Kevin stays active in his community 
  • 23:18 Kevin’s idea of success and his proudest achievement 
  • 26:07 How you can reach Kevin
  • And more!

Join Kevin now to kick off your journey into the exploration of Uncorrelated Minds.

Connect With SineCera Capital:

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