Ep127: Specialized Financial Advice to Optimize Your Wealth with Paulo Aguilar - Part 1

Surgeon Syndicate

In this episode, Paulo Aguilar delves into the complexities of family offices, the advantages of Delaware Statutory Trusts (DSTs) for 1031 exchanges, and how qualified opportunity zone funds (QOZFs) can provide significant tax benefits. If you're aiming to diversify your portfolio and elevate your returns, this episode is your roadmap to success. Don't miss it!

What you’ll learn from this episode

• The role of family offices and their impact on wealth management
• Delaware Statutory Trusts (DSTs) vs. standard syndications for 1031 exchanges
• Challenges and lessons learned from managing a real estate portfolio
• Benefits and mechanics of DSTs for passive investors
• Qualified Opportunity Zone Fund (QOZF): What it is and its tax advantages

Resources mentioned in this episode

• MetLife

About Paulo Aguilar

With nearly 15 years of experience in the investment management industry, Paulo works closely with affluent individuals and families, offering an array of strategies designed to address their complex financial needs.

Throughout his career, Paulo has gained expert knowledge on real estate and alternative investment strategies, using this expertise to offer clients custom solutions that meet their investment and retirement goals while providing wealth enhancement opportunities for an impactful legacy.

Prior to co-founding Wealthstone Group, Paulo held senior-level sales & client portfolio management roles at various top financial institutions and a single-family office.

Paulo graduated from the City University of New York, Baruch College, with a B.B.A. in Finance & Investments. He holds the Chartered Alternative Investment Analyst (CAIA) designation and is a CFA Level 3 candidate. He holds Series 7 and 66 licenses with the Financial Industry Regulatory Authority (FINRA).

Connect with Paulo

• Website: Wealthstone Group
• LinkedIn: Paulo Aguilar, CAIA

Connect with us

If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com

• LinkedIn: Michael McManus
• Instagram: @michaelmcmanusp
• Facebook: Michael McManus