We're excited to share for the first time our unabridged list of wealth-building secrets that today's elite refuse to share with the public.

How do ultra-high net worth folks ($25MM+) actually invest their money?

Just because you have the money, does it mean that you should invest in esoteric or complex strategies?

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Birchwood Family Office

Our thoughts concerning the markets and investing for 2026.

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To learn more, visit: https://birchwoodcapital.com/

https://birchwoodfamilyoffice.com/

Are popular tax strategies actually helping you—or just adding complexity? In this episode, Stephen Nelson and Matt Higbie break down some of the most overhyped tax strategies high-income investors hear about—like direct indexing, customized portfolios, and long-short strategies—and explain why they often don't deliver the results promised.

We also share one tax strategy that does work for the right person, combining donor-advised funds and Roth conversions to reduce taxes in a meaningful way. If you're a high-net-worth investor looking for simpler, smarter tax planning, this episode will help you cut through the noise.

To learn more, visit: https://birchwoodcapital.com/

https://birchwoodfamilyoffice.com/