For a long time now I’ve been telling my high net worth clients that, as their wealth increases, they need to upgrade their advisory team. Too many families remain loyal to accountants and tax consultants who do not deal with clients of a similar profile. My guest today only deals with American clients earning $2 million plus a year, providing a mix of tax advice and wealth management designed to help them hang onto as much of their hard earned dollars as possible. His practice embraces how to structure your business and investment affairs to best effect, dealing with an exit from your business and planning the transfer of wealth to the next generation. He’s a Forbes Council member and author of the best selling book Win The War For Money And Success. His name is Neil Jesani.

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My guest today is Mark Flickinger, General Partner and Chief Operating Officer at BIP Capital and BIP Ventures, a major VC firm based in Atlanta Georgia, where he’s very much focused on fundraising and investor success. Before focusing on the provision of venture capital, he’s worked at the coal face with startup consulting firm 4th Strand and a biotech startup developing therapeutics for cancer and autoimmune diseases. He recently served as the Chairman of the Board for Venture Atlanta and sits on the board of several other companies. He has an MBA from The University of North Carolina and a Mechanical Engineering degree from Princeton.

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My guest today is James Church, author of the Amazon best-selling book, Investable Entrepreneur: How to convince investors your business is the one to back, and co-founder and COO of Robot Mascot, a global award-winning investment readiness agency.

He’s on a mission to stop great ideas failing due to poor communication and is frustrated to see so many founders struggle to raise the capital they need because they’re unable to convince investors their business is the one to back. He’s won the Business Advisor of the Year award at the Growing Business Awards and has been featured in Entrepreneur Magazine and Forbes. He’s run mentoring sessions at national and international incubators and delivered lectures for The Chartered Institute of Marketing, the Design Museum and Regents University London.

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In this episode we’ll hear from two business partners, one from the Spanish island of Majorca and the other from that financial hot spot in the Irish Sea, the Isle of Man. They have very different backgrounds but a shared love of all things financial. Unusually for two guys steeped in the traditional, regulated financial world, they were early adopters of crypto currencies like Bitcoin and eventually decided to launch the world’s first digital asset fund of funds under their Block Asset Management company. Their names are Kevin Ballard and Manuel Du Luque.

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David Fleck is at the forefront of the technology that will shape our future in the areas of health, life sciences and clean energy. Through close ties with the California Institute Of Technology his venture capital firm, Freeflow, invests in everything from drug discovery to space technology and provides all kinds of ongoing support to its portfolio companies. His career has included consultancy with PWC and Bain, product management at Google and building and selling audience engagement platform Disqus. Outside of business he is heavily involved with Family Promise, a charity helping homeless children across America.

His firm has a unique way of working with founders. often spending the best part of a year getting to know them before making a decision to invest. Then, he's happy to wait for 7-10 years for an exit. All of which surely qualifies him as the most patient VC in Silicon Valley!

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It's very rare to find an entrepreneur who is shaking up a major asset class through new technology and new thinking. In today's episode we meet just such a man in Canadian Antony Abell, CEO of TPX Property Exchanges.

He's lived in the UK for many years, including a spell in the army and as an Olympic skiing coach before turning to the business world. He's been involved with 24 companies in 28 years and his latest venture is the most disruptive yet - turning property into liquid funds through TPX Property Exchanges.

The London exchange is the first to launch, with 20 other target sites around the world planned for the next 18 months. The social and economic impact of this platform will be huge, enabling young families to buy half price homes and the asset rich and cash poor to achieve instant liquidity without the compound interest of equity release or lifetime mortgages.

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We kick off season 2 of Diary of a High Net Worth Investor with one of the most interesting people I know in the investment world. Swen Lorenz, like Warren Buffet, started buying stocks and shares as a teenager and never stopped. His gift is unearthing unusual opportunities and special situations anywhere on the planet, even including a way of playing Donald Trump's interest in Greenland!

Swen shares his findings through UndervaluedShares.com and by hosting dinners with thought leaders on every continent. He presents the best ideas at the annual Weird Shit Investing summit and has recently launched a new community for 'Poor Millionaires', those with a net worth of £2 - 20 million who he and I agree are poorly served by the financial services industry.

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My guest today spent over 30 years as a fund manager with organisations like Investec and Hambro and has always managed to combine that role with writing about investing for a wider audience. He has written for the Daily and Sunday Telegraph and the Times, but is perhaps best known for his frequent articles in Money Week, Britain’s best selling financial magazine. He keeps his hand in as a non executive director at the Ecofin Global Infrastructure and Utilities Trust and the Gore St Energy Storage Fund. I can also confidently claim that he is the first guest to appear on this podcast who is a member of the Court of the Worshipful Company of Barbers. His name is Max King.

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