Investing for Generational Wealth

What if the biggest threat to your wealth isn’t the market, but what happens inside your own family?In this follow-up episode of Investing for Generational Wealth, host John Lai of Clive Capital sits down again with Mark Pierce, founder of Wyoming Trust Attorney and a former bankruptcy trustee. Mark has seen asset protection from both sides of the table. Together they dig into how passive LP investors can protect capital, structure inheritances, and avoid costly mistakes.Mark explains how to layer LLCs and trusts, why divorce and addiction are among the biggest legacy risks, and how the estate tax exemption and step-up in basis fit into your planning. John and Mark also cover red flags, cutting losses, keeping cash on hand, and how to use AI as a starting point rather than a final answer.Mark Pierce is the founder of Wyoming Trust Attorney. He spent years as a bankruptcy trustee before spending decades building asset protection structures. Learn more at wyomingtrustattorney.com, where you can also schedule a free 30-minute consultation. His other site, Wyoming LLC Attorney, covers LLCs in depth.Disclaimer: We are not financial advisors. All investments are subject to risks, including the possible loss of the money you invest. Please perform your due diligence before making any financial decisions, and consult your CPA and attorney before investing.

Oil and gas works differently from stocks, real estate, or crypto. Your biggest cash flow comes early, not at the exit.In this webinar, Keshav Kolur and John Lai of Clive Capital team up with Courtney Moeller of Iron Horse Energy to walk through OG6, a $10M diversified oil and gas fund for accredited investors. You’ll see how the fund is built, what the targeted tax benefits and returns look like, and what can go wrong. The risks are covered in as much detail as the upside, including delays, oil price swings, and payment timing.The team covers the investment thesis, how wells are selected and underwritten, the tax mechanics, and the track record of Iron Horse Funds I and II. They explain why returns come early and decline over time, what to expect between funding and first distributions, and how the fund tries to limit risk through operator selection, diversification, and a contingency reserve. Disclaimer: This content is for educational purposes only. We are not CPA, tax, or legal advisors. Targets are not guarantees. All investments carry risk, including the possible loss of your initial investment. Offered to accredited investors only. Consult your CPA and attorney before investing.

Private real estate lending has quietly become one of the most powerful wealth-building tools available to accredited investors and yet most people never hear about it until someone who has already done it shows them how. This is that conversation.An insightful session featuring Kunaal Kumar, Principal of Bozeman Capital Partners, computer scientist, and seasoned real estate credit investor alongside Clive Capital's Keshav Kolur, as they break down how private real estate lending works, why it belongs in a serious wealth-building portfolio, and how everyday investors can access strategies once reserved for institutional players.Subscribe for more honest lessons on building sustainable wealth. For more insights or questions on this topic, reach out to Kunaal at linkedin.com/in/kunaalkumar/

Analyze the Bernard Arnault strategy to see how high-level business decisions impact long-term value.Jean Baptiste Wautier breaks down the decision-making process behind one of the world's most successful business empires. By examining how capital allocation dictates which ventures succeed and which are discarded, we can learn how to apply these principles to our own portfolios.This analysis is for those looking to understand the mechanics of business growth and how elite leaders filter opportunities. True wealth management requires recognizing when an asset no longer serves the broader objective.Subscribe for more honest lessons on building sustainable wealth. For more insights or questions on this topic, reach out to JB at youtube.com/@Jean-BaptisteWautier.

Sequence of returns risk is the silent killer of retirement plans. This breakdown explains why timing matters more than your total savings. Most retirees assume that a million-dollar portfolio provides a steady safety net, but that math breaks down when the market turns. We look at the dangerous reality of needing to withdraw fixed amounts when your assets are down, creating a cycle of compounding losses that can deplete your accounts faster than anticipated.Understanding how a single bad year early in your retirement impacts your long-term financial security is vital for anyone planning their exit from the workforce. We explore how to structure your retirement income to avoid the trap of selling during a downturn, ensuring your nest egg survives the volatility of modern markets.Subscribe for more honest lessons on building sustainable wealth. For more insights or questions on this topic, reach out to Ben at [email protected] Batiste is a registered investment advisor and registered representative offering securities and investment advisory services through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC.  800-873-7637. www.htk.com. Crestmark Wealth Group is not affiliated with Hornor, Townsend & Kent, LLC (HTK).  Any other listed entities are unaffiliated with Hornor, Townsend & Kent, LLC. The views expressed are those of the presenting party and may not necessarily represent those of HTK or its affiliates.HTK does not provide legal and tax advice.  Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.  For educational purposes only. This presentation is not a recommendation to buy or sell any security or implement any specific financial strategy.