53. Warren Buffett’s Giving Strategies feat. Evan Lange

“Give like a Billionaire.” Many times when you are so focused on growing our wealth, it’s easy to lose sight of your “why”. And for many, that “why” is to leave a legacy. In this episode, Bob Fraser and Ben Fraser bring on Evan Lange, President of the Midwest region at The Signatry, to discuss giving strategies used by Warren Buffet, donor-advised funds, giving assets versus cash, tax benefits, and much more. If you want to learn how to strategically create a legacy roadmap, you don’t want to miss this episode.  

Evan serves as the President of the Midwest Region for The Signatry, a global Christian foundation. As President, his primary role is to assist attorneys, advisors, and business owners to develop strategies and solutions to minimize their tax liability and maximize their charitable giving. This includes charitable gifts of complex assets like real estate,  closely-held business interest and intellectual property.  Evan is a frequent speaker at conferences and legal/tax educational programs throughout the United States. He and his wife, Farah, have three children and reside in the Greater Kansas City area.  

Read the full transcription https://aspenfunds.us/podcast/warren-buffetts-giving-strategies—feat-evan-lange  

Connect with Evan – https://www.linkedin.com/in/evanlange/
Learn more about The Signatry – https://www.linkedin.com/company/the-signatry/  

Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Learn More about Aspen Funds. https://www.aspenfunds.us
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub 

Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/follow
Rate us! We really appreciate your feedback and support. https://www.thebillionairepodcast.com/reviews/new/
Ask Anything! We’d love to hear what’s Top of Mind. https://www.thebillionairepodcast.com/contact

Most Recent Episodes

April 11, 2024

155. Moving from Passive to Active Investor feat. Seth Bradley

In this episode, we have a fascinating conversation with Seth Bradley who is the Chief Legal Officer at TribeVest. We dive deep into the insights from someone who's seen both sides of the investment...

Listen · 37:47

April 4, 2024

154. Helicopter Financing 101 feat. Matt Rothschild

Discover helicopter financing with Thora Capital CEO, Matt Rothschild. Learn about its origins, mechanics, markets served, financial structures, risks, benefits, tax advantages, and future...

Listen · 41:37

March 28, 2024

153. Private Credit Masterclass – Part 2 feat. Anton Mattli

Join us for Part 2 of our Private Credit Masterclass podcast series, where we dive deeper into seizing unique opportunities in private credit investing. In this episode, we continue our discussion...

Listen · 46:35

Load More Episodes

Ben Fraser Podcaster

Prior to Aspen, Mr. Fraser was a commercial lender at First Business Bank specializing in government backed loan originations (SBA & USDA), for one of the top SBA lenders in the nation. Prior to that he was a commercial credit underwriter for Crossfirst Bank, personally responsible for underwriting over $125MM in C&I and CRE loans across a variety of industries.

Prior to that, he worked for Tortoise Capital Advisors, a boutique asset management firm in energy infrastructure investments, and helped grow their institutional managed accounts from ~$3BN AUM to ~$7BN AUM. Ben was responsible for responding to all institutional RFPs from interested institutional investors.

Ben completed his MBA from Azusa Pacific University, and his B.S. in Finance from the University of Kansas, graduating magna cum laude.