Gobundance Podcast

An experienced entrepreneur, an investor, and a family advisor, Paul Sloate joins our discussion today to impart his knowledge and wisdom in the world of wealth management and finance. Paul transitioned from music to the commodities business and then jumped into the wealth management wagon until he finally found his niche in investment advisory. Paul advises successful families on wealth preservation, legacy creation, and next-generation transformation. In this episode, Paul illustrates the difference between wealth management and investment advising, and how the latter allows him to lay out the groundwork and the roadmap to give families better options. Here are some power takeaways from today’s conversation: [01:10] Paul’s family, career, and educational background [12:21] His transition from wealth management to investment advisory [18:14] What goes into investment advising [20:45] What family businesses need to think about [22:14] Investing trends based on the risk profile [26:10] Seeing wealth building a