847: Dave Wolcott: The Value Of A Virtual Family Office

My guest in this episode is Dave Wolcott. Dave started his career
serving the country as a Captain in the Marine Corps. In 2000 he
and his wife won the baby lottery by having triplets which
inspired him to challenge the traditional financial planning
advice of Wall Street. He then started an obsessive journey to
understand how the top one percent were building their wealth. A
serial entrepreneur at heart, Dave spent the next 20 years
building several businesses, investing in alternative assets, and
creating The Pantheon Holistic Wealth Strategy: the playbook to
becoming ultra-wealthy and having not only freedom of money, but
freedom of purpose, time, and relationship. Today, Dave is the
Founder and CEO of Pantheon Investments and is more passionate
than ever about helping entrepreneurs build wealth by passively
investing in superior real estate and alternative assets that
provide predictable cash flow, tax efficiency, and upside
potential as a reliable alternative to the volatility of the
stock market. Dave is the author of “The Holistic Wealth
Strategy”, A Framework for Building Real Wealth and Living an
Extraordinary Life, and is also the host of the top-rated “Wealth
Strategy Secrets of the Ultra-Wealthy” podcast.


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