Displaying 2 items of The Scholar Wealth Podcast with the tag "donor-advised funds".
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Episode 32: Irish-Domiciled ETFs, 2026 IPS Refresh, and Luxury Holiday Design
November 24th, 2025 | 25 mins 34 secs
charitable giving, donor-advised funds, estate planning, expat investing, family business, family governance, financial independence, financial literacy, ips updates, irish etfs, luxury holiday décor, seasonal planning, tax planning
This episode explores three sides of global wealth management and seasonal lifestyle planning. Stephan Shipe, Ph.D., CFA, CFP®, explains how non-U.S. residents can access index-fund diversification through Irish-domiciled ETFs, then breaks down what modern family offices should include in a 2026 Investment Policy Statement refresh. In our From the Field segment, holiday designer Christine Mango shares how luxury families create festive, elegant spaces for the season.
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Episode 29: CRUT Strategies, Contingency Fee Windfalls, and Protecting Valuable Collections
November 3rd, 2025 | 29 mins 31 secs
art insurance, asset protection, charitable giving, charitable remainder trusts, contingency attorneys, cruts, donor-advised funds, financial literacy, fine art protection, legal windfalls, liquidity event, liquidity management, real estate investing, real estate sales, risk management, tax planning, trust strategies, uneven income planning, valuable collections
This episode examines three sides of wealth protection: how to use a charitable remainder unitrust (CRUT) when selling appreciated real estate, how contingency attorneys should plan after a major payout, and how to safeguard valuable art and collectibles with Anne Rappa of Marsh McLennan Agency.