First, how non-U.S. residents can access broad index-fund diversification without triggering unnecessary U.S. estate and withholding tax exposure, including how Irish-domiciled ETFs work, where they differ from U.S. funds, and what investors should consider when building a portfolio from abroad.

Next, a family office whose investment policy statement hasn’t been updated since 2012. Stephan outlines what a modern IPS should include in 2026, from updated asset-allocation parameters and liquidity planning to governance across multiple family branches, philanthropic strategy, and long-term succession considerations.

Finally, in our From the Field segment, Stephan is joined by luxury holiday designer Christine Mango. Christine shares how high-end families approach seasonal décor — from design trends and planning timelines to the craftsmanship and details that create spaces that feel festive, timeless, and personal.

Have a question for a future episode? Submit it at scholaradvising.com/podcast

Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice. The opinions expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principal. Past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor who can assess your individual financial situation, objectives, and risk tolerance. Thanks for listening!

First, he explains how a charitable remainder unitrust (CRUT) can help real estate investors defer capital gains, create an income stream, and maintain flexibility in charitable giving.

Next, he turns to a contingency attorney who just received a seven-figure payout and needs to balance liquidity, taxes, and reinvestment for future cases.

Finally, in our From the Field segment, Stephan is joined by Anne Rappa, National Fine Arts Practice Leader at Marsh McLennan Agency. Anne shares what high-net-worth families should know about protecting valuable collections—from fine art and jewelry to rare collectibles—and what can go wrong when key protections are overlooked.

Have a question for a future episode? Submit it at scholaradvising.com/podcast

Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice. The opinions expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principal. Past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor, who can assess your individual financial situation, objectives and risk tolerance. Thanks for listening!