American Legacy Business Report: The Next Wealth Frontier Podcast - FAMILY OFFICE Guest Experts Eric Simons and Jade Miller

Legacy Business Market News And Interviews

American Legacy Businesses Report: The Next Wealth Frontier is the weekly podcast where we delve into the opportunities and strategies for investing in undervalued small businesses. Hosted by expert leaders Scott Hauck and Heidi Diemer from Legacy Capital Fund, each episode features expert insights and guests exploring paths to to capitalize on the current economic landscape, the impending retirement wave of legacy business owners, and the unique landscape of private equity investments.

Subscribe for weekly trending financial news as we uncover the secrets to transforming undervalued enterprises into thriving businesses, offering insights into high-return, low-risk investment opportunities across various industries, including web-based technology, transportation, and logistics.

GUEST EXPERTS:

Eric Simons is a certified financial planner and personal business manager over 40 years of experience in the financial industry. He's the founder of Simon's Financial Network, a financial services firm based out of New York City and specializes in helping clients make smarter money decisions to gain and keep control of their finances, often called upon to assist with family offices, tax issues, worse planning, risk managed investing and multi general generational estate planning.

 

Jade Miller is the President, Capital Markets at Bourne Financial, and is also Board President, Alternative & Direct Investment Securities Association

Jade is responsible for structuring the Bourne investment Programs, sourcing equity with Broker Dealer, RIA, and institutional relationships while managing sales efforts across all offerings and distribution operations.Jade holds a B.S. in Finance and Economics, and holds both Series 7 and 63 Licenses.

 

Disclaimer

The investments and services offered by us may not be suitable for all investors. If you have any doubts as to the merits of an investment, you should seek advice from an independent financial advisor.

Under no circumstances should any material on this site be used or considered as an offer to sell or a solicitation of any offer to buy an interest in any investment fund managed by Legacy Capital. Any such offer or solicitation will be made only by means of the Confidential Private Offering Memorandum relating to the particular fund. Access to information about the funds is limited to investors who either qualify as accredited investors within the meaning of the Securities Act of 1933, as amended, or those investors who generally are sophisticated in financial matters, such that they are capable of evaluating the merits and risks of prospective investments.