In his role as an acquirer, Kevin McArdle has purchased 45 businesses, including three from former Built to Sell Radio guests.

Ep 385 Inside the Mind of an Acquirer with Kevin McArdle

A close-knit network of family businesses, the NFL earns around $200 billion annually. On top of traditional family business within their individual branches, the NFL navigates those same financial planning connections between extended family members as well.

Join David Lenok and his guest Alvina Lo, chief wealth strategist at Wilmington Trust, as they delve into the complexities of the NFL as a family business, discussing succession planning, liquidity concerns, trust ownership, and potential private equity involvement. 

David and Alvina discuss:

- What are the common challenges encountered with liquidity and succession planning in family-owned businesses
- How do NFL families navigate governance and control issues within their organizations
- What effects does trust ownership have on estate planning challenges within the NFL
- What are the potential consequences of permitting private equity involvement in the NFL
- And more

Resources:

Listen to the latest episodes of Celebrity Estates: https://www.wealthmanagement.com/featured-series/celebrity-estates 

Connect With Alvina Lo:

LinkedIn: Alvina Lo: https://www.linkedin.com/in/alvina-lo/  
Wilmington Trust: https://www.wilmingtontrust.com/ 

Connect With David Lenok:

david.lenok@informa.com 
Website: https://www.wealthmanagement.com/
LinkedIn: David Lenok : https://bit.ly/DavidLenokLI
LinkedIn: Informa: https://bit.ly/InformaLI
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI

About Our Guest:

Alvina Lo leads a national team of multidisciplinary experts who collectively offer objective and holistic advice to clients, with a specific focus on their wealth, family, and business concerns. The scope of advice encompasses family office services, financial planning, trusts and estates planning, tax planning, business succession planning, philanthropy, and wealth education for the next generation. Alvina and her team prioritize planning, and through their actionable advice, they guide clients from strategy through implementation.

Celebrity Estates: The National Football League and Lessons on Family Dynamics and Governance

David Bodamer sits down with Joan Solotar, Global Head of Private Wealth Solutions at Blackstone, to explore the evolution of private market investments and how financial advisors can leverage these opportunities to enhance their clients' portfolios. Joan discusses how technology and innovation are reshaping investment processes, making it easier for a broader range of investors to participate in private markets.

Gain insight as David and Joan touch on:

- The increasing accessibility of private investments to individuals with lower investible assets
- The role of education in helping advisors effectively utilize private market solutions
- How technology is streamlining the investment process for advisors and investors
- Insights into portfolio construction using private equity, credit, and real estate
- And more

Connect With David Bodamer:

david.bodamer@informa.com 
Website: https://www.wealthmanagement.com/ 
LinkedIn: David Bodamer : https://www.linkedin.com/in/david-bodamer-9a0581a/  
LinkedIn: Informa: https://www.linkedin.com/company/informa/ 

Connect With Joan Solotar:

Website: https://www.blackstone.com/ 
LinkedIn: Joan Solotar:  https://www.linkedin.com/in/joan-solotar/

About Our Guest:

Joan Solotar is the Global Head of Private Wealth Solutions. She serves on the firm’s Management Committee. Blackstone’s Private Wealth Solutions’ mission is to bring institutional quality products across a broad spectrum of alternative asset classes to high-net-worth clients and their advisors. Ms. Solotar also serves on the board of directors of First Eagle Investment Management.

Before joining Blackstone in 2007, Ms. Solotar was Head of Equity Research at Bank of America Securities and a highly ranked Institutional Investor All-Star financial services analyst at Credit Suisse and Donaldson, Lufkin & Jenrette.

Wealth Management INVEST: Private Market Insights with Blackstone’s Joan Solotar

Built to Sell Radio is a weekly podcast for business owners.  Each week, we ask a recently cashed out entrepreneur why they decided to sell, what they did right and what mistakes they made through the process of exiting their business.  Built to Sell Radio is the ultimate insider's guide to approaching the most important financial transaction of your life.  

New tracks tagged #PrivateEquity,