In this episode of Build to Billions, Brett Swartz interviews KC, an expert in CFO strategy and wealth protection for high-net-worth families. KC shares his journey from a Big Four accounting firm to founding a CFO services business in Beverly Hills. He discusses the power of private family foundations for tax advantages, legacy building, and how billionaires use them to control wealth while owning nothing. Tune in for insights into complex tax strategies for high-revenue clients.
#CFOStrategy #FamilyFoundations #TaxStrategies #WealthProtection #LegacyBuilding #HighNetWorth #BillionaireMindset #Entrepreneurship #FinancialPlanning
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