151: The Secret Strategies of the Ultra Wealthy with Greg Smith

The Lifestyle Investor - Investing, Passive Income, Wealth

With a career spanning over five decades, my guest today, Greg Smith, is a master in asset management and strategic planning for ultra-high-net-worth families. His portfolio ranges from M&A in commercial banking to fiduciary responsibilities in tightly regulated sectors like aviation, chemicals, and real estate investment.

In our discussion, we explore a wide range of topics - from optimizing debt-to-equity ratios to the nuances of investing leverage and due diligence, from both the buyer's and seller's perspectives.

Whether you’re on the buying or selling side of a transaction, seeking to maximize deal flow, or aiming to refine your wealth management strategies, this episode is a must-listen.

In this episode, you’ll learn:

✅ How the ultra-wealthy strategically maximize cash flow, reduce risk, minimize taxes, apply leverage, and build long-term wealth.

✅ Best practices for engaging investment bankers for deal structuring, negotiations, property acquisitions, raising capital, and tax-efficient business exits.

✅ Tactical due diligence checklists for buyers and sellers to ensure you're covering all bases.

Free Gift

Get a digital copy of Greg's book, No Locked Doors!: Master the Keys to Transform Problems into Possibilities. Visit LifestyleInvestor.com/151

Show Notes: LifestyleInvestor.com/151

Free Strategy Session

For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultation

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