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How I Invest with David Weisburd — EP270: How Billionaires Avoid Family Chaos (and Taxes)
Buzzing ratingBUZZING· 78%40m·2025-12-26·Money

EP270: How Billionaires Avoid Family Chaos (and Taxes)

How I Invest with David Weisburd · 270

What if the most important decision in wealth planning isn’t the tax strategy—but who you trust to make decisions when you no longer can? In this episode, I talk with Thomas Monroe, Founder and President of Blue Sky Trust, about the real role of a trustee and why independence, judgment, and governance matter more than…

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