Erik Brenner, CFP®, joined Jeffrey Feldberg on The Deep Wealth Podcast for the episode titled “Hidden Wealth Strategy the Ultra-Rich Use And You Don’t.” The conversation outlines the financial mistakes that owners often overlook, the long-term value of integrated tax and wealth planning, and the strategic steps that help entrepreneurs maximize business value and achieve optimal future exit outcomes.
Access the Episode
▶️ Full show notes and transcript
Key Topics Covered
- Missteps that reduce business value before an exit
- How integrated tax + wealth planning strengthens long-term outcomes
- The importance of early preparation for a liquidity event
- The Personal CFO approach to complex financial decisions
- How high-net-worth families create purposeful, lasting legacies
About the Podcast
The Deep Wealth Podcast delivers expert insights for business owners seeking to grow profits, increase enterprise value, and execute a successful exit.
Additional Hilltop Resources
• The Personal CFO Revolution (free eBook)
• Introductory call with Hilltop
• Guides, webinars, and tax resources
Hilltop Wealth & Tax Solutions (“Hilltop”) pays a monthly fee to Interview Valet. Interview Valet is a separate company, not affiliated with Hilltop. Interview Valet introduces the firm to podcast hosts. There was no additional compensation (cash or non-cash) to Erik Brenner or the podcast host. The interview should not be interpreted by a client or prospective client as a guarantee to experience a certain level of results or a current or past endorsement of Hilltop if engaged.
