Advanced Charitable Giving Strategies for Wealthy Families with Frank D. Paolini (Ep. 18)

In this episode, Rex Berger sits down with Joseph Wang of SyntheticFi to discuss a strategy that has quietly been used by institutions and ultra-high-net-worth investors for years and is now becoming more accessible. They talk about box spreads in a way that actually makes sense, showing how investors can access liquidity without selling assets, triggering taxes, or sacrificing long-term growth.

In this episode, Rex Berger and Sam Diarbakerly sit down with Brent Sullivan, founder of Tax Alpha Insider, to unpack what tax alpha really means and where investors often get it wrong. From direct indexing and long-short strategies to ETF innovation and concentrated stock solutions, the conversation goes beyond surface-level benefits and into the real trade-offs. Brent shares why tax strategies should never lead the conversation, how complexity can quietly introduce new risks, and what thoughtful, planning-first investing actually looks like for high-net-worth families. This episode is a grounded look at how to balance opportunity, risk, and long-term wealth stewardship.

In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Jake Marriott, Options Portfolio Manager at Aptus Capital Advisors, to break down how options can be used in real-world wealth management. From covered calls to protective puts to structured collars, they walk through how these tools can help manage concentrated stock positions without rushing into a large tax event.