app03 Mon, 28 Sep 2026 12:22:11 +0000 Fireside (https://fireside.fm) The Scholar Wealth Podcast - Episodes Tagged with “Private Investment Access Fees” https://sfa-podcast.fireside.fm/tags/private%20investment%20access%20fees Mon, 28 Sep 2026 05:00:00 -0400 The Scholar Wealth Podcast delivers clear, expert insights into the financial decisions that shape the lives of successful individuals and families of significant means. Every Monday morning, our team of highly credentialed financial advisors brings clarity to complex wealth challenges—through listener questions, conversations with subject-matter experts, and real stories of financial journeys. This isn’t generic guidance or mass-market advice. It’s financial clarity for people with more at stake: physicians navigating equity compensation, entrepreneurs preparing for business exits, and families stewarding multigenerational wealth. Each episode offers trusted guidance, grounded in experience and fiduciary care. 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 principle, 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. en-us episodic Complex Wealth Questions. Expert Answers. Scholar Financial Advising, LLC The Scholar Wealth Podcast delivers clear, expert insights into the financial decisions that shape the lives of successful individuals and families of significant means. Every Monday morning, our team of highly credentialed financial advisors brings clarity to complex wealth challenges—through listener questions, conversations with subject-matter experts, and real stories of financial journeys. This isn’t generic guidance or mass-market advice. It’s financial clarity for people with more at stake: physicians navigating equity compensation, entrepreneurs preparing for business exits, and families stewarding multigenerational wealth. Each episode offers trusted guidance, grounded in experience and fiduciary care. 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 principle, 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. no finance, investing, high-income, tax strategy, personal finance, wealth management podcast, high net worth financial planning, fiduciary financial advice, physician finance podcast, estate planning podcast, investment strategy podcast, tax planning podcast, business exit strategy podcast, financial planning for high net worth families, podcast for physicians with equity compensation, tax strategies for entrepreneurs selling a business, multigenerational wealth planning podcast, personal finance stories high net worth, fiduciary advisors podcast, deferred compensation planning podcast, portfolio rebalancing advice podcast, high net worth investing, ultra high net worth wealth strategies, gifting and legacy planning, private equity and alternative investments, liquidity event financial planning, trust and estate strategies, financial independence for entrepreneurs, expert interviews on wealth management Scholar Financial Advising, LLC stephan@scholarfinancialadvising.com Episode 76: Trustee Crime Insurance, Paying 1% for Alts Access, and NYC Real Estate with Ashley Reidy Quinn https://sfa-podcast.fireside.fm/76 d7ffbb18-f18c-4cd3-aa6c-9daa6481a4c6 Mon, 28 Sep 2026 05:00:00 -0400 Scholar Financial Advising, LLC full Scholar Financial Advising, LLC Trustee crime insurance and the structural questions to ask first, whether 1% is fair for advisor-brokered alts access, and Ashley Reidy Quinn of Christie's International Real Estate New York on a flat NYC market driven almost entirely by cash. 37:35 no <p>A listener writes in after reading about a new insurance product that covers trustee theft, with up to ten million in coverage. He's weighing whether to add it as protection for his children when the trust eventually passes to them. Stephan works through why the insurance itself isn't the first question to answer, how single-trustee structures create the underlying risk, what a corporate co-trustee or trust protector language solves, and how that same structure protects the trusted family member from suspicion within the family.</p> <p>The second question comes from a listener who has been with the same wealth advisor for six years, primarily for access to private investments he couldn't get on his own. The problem is that the broader planning conversations keep coming up short. Stephan looks at how to evaluate whether the alts access justifies the fee, what percentage of a portfolio those alts typically represent, and the two paths forward when a fund-picking relationship isn't giving you the planning depth you're paying for.</p> <p>In From the Field, we're joined by Ashley Reidy Quinn of Christie's International Real Estate New York. Over the past twelve years, she's built a team of seven and closed deals across every borough, from Staten Island townhouses to a $59 million property in Wainscott. Ashley shares why New York City real estate has stayed largely flat over the past decade, what it means that roughly 90% of NYC transactions are all cash, and how that reality shifts what a buyer needs to feel before signing. She also gets into how the pied-à-terre tax conversation is landing with clients, and why the psychology of the buyer, not the transaction itself, drives the outcome.</p> <p>Stay in touch beyond the podcast:<br> Newsletter: <a href="https://scholarfinancialadvising.com/newsletter" rel="nofollow noopener">https://scholarfinancialadvising.com/newsletter</a><br> Start your planning journey: <a href="https://scholarfinancialadvising.com/welcome" rel="nofollow noopener">https://scholarfinancialadvising.com/welcome</a><br> Submit a question for the show: <a href="https://scholarfinancialadvising.com/podcast" rel="nofollow noopener">https://scholarfinancialadvising.com/podcast</a></p> <p>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!</p> trustee crime insurance, is trustee crime insurance worth it, trust protector language, corporate co-trustee, single trustee risk, protecting kids inheritance, estate planning, trust structure, wealth advisor fees, paying 1% for alts access, private equity access, alternative investments advisor, fund picking vs financial planning, private credit access, alts allocation, when to hire a financial planner, NYC real estate, Manhattan real estate market, why NYC real estate hasn't appreciated, cash real estate transactions, pied-à-terre tax, New York City buyer psychology, Christie's International Real Estate, Ashley Reidy Quinn A listener writes in after reading about a new insurance product that covers trustee theft, with up to ten million in coverage. He's weighing whether to add it as protection for his children when the trust eventually passes to them. Stephan works through why the insurance itself isn't the first question to answer, how single-trustee structures create the underlying risk, what a corporate co-trustee or trust protector language solves, and how that same structure protects the trusted family member from suspicion within the family.

The second question comes from a listener who has been with the same wealth advisor for six years, primarily for access to private investments he couldn't get on his own. The problem is that the broader planning conversations keep coming up short. Stephan looks at how to evaluate whether the alts access justifies the fee, what percentage of a portfolio those alts typically represent, and the two paths forward when a fund-picking relationship isn't giving you the planning depth you're paying for.

In From the Field, we're joined by Ashley Reidy Quinn of Christie's International Real Estate New York. Over the past twelve years, she's built a team of seven and closed deals across every borough, from Staten Island townhouses to a $59 million property in Wainscott. Ashley shares why New York City real estate has stayed largely flat over the past decade, what it means that roughly 90% of NYC transactions are all cash, and how that reality shifts what a buyer needs to feel before signing. She also gets into how the pied-à-terre tax conversation is landing with clients, and why the psychology of the buyer, not the transaction itself, drives the outcome.

Stay in touch beyond the podcast:
Newsletter: https://scholarfinancialadvising.com/newsletter
Start your planning journey: https://scholarfinancialadvising.com/welcome
Submit a question for the show: https://scholarfinancialadvising.com/podcast

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!

]]> A listener writes in after reading about a new insurance product that covers trustee theft, with up to ten million in coverage. He's weighing whether to add it as protection for his children when the trust eventually passes to them. Stephan works through why the insurance itself isn't the first question to answer, how single-trustee structures create the underlying risk, what a corporate co-trustee or trust protector language solves, and how that same structure protects the trusted family member from suspicion within the family.

The second question comes from a listener who has been with the same wealth advisor for six years, primarily for access to private investments he couldn't get on his own. The problem is that the broader planning conversations keep coming up short. Stephan looks at how to evaluate whether the alts access justifies the fee, what percentage of a portfolio those alts typically represent, and the two paths forward when a fund-picking relationship isn't giving you the planning depth you're paying for.

In From the Field, we're joined by Ashley Reidy Quinn of Christie's International Real Estate New York. Over the past twelve years, she's built a team of seven and closed deals across every borough, from Staten Island townhouses to a $59 million property in Wainscott. Ashley shares why New York City real estate has stayed largely flat over the past decade, what it means that roughly 90% of NYC transactions are all cash, and how that reality shifts what a buyer needs to feel before signing. She also gets into how the pied-à-terre tax conversation is landing with clients, and why the psychology of the buyer, not the transaction itself, drives the outcome.

Stay in touch beyond the podcast:
Newsletter: https://scholarfinancialadvising.com/newsletter
Start your planning journey: https://scholarfinancialadvising.com/welcome
Submit a question for the show: https://scholarfinancialadvising.com/podcast

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!

]]>