Sharpe Minds

Welcome to Sharpe Minds hosted by Michael Lafata. This show will frequently deliver interesting conversations and high level insights from world class guests. We are bringing together the vast world of finance, financial planning, and wealth management into one complete show.

Learn more a out Archstone Financial at: https://archstonefinancial.net/

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Sharpe Minds

High-Net-Worth Estate and Tax Planning | Sharpe Minds EP. 9

May 09, 2025 • Michael Lafata • Season 1 • Episode 9

On this episode of Sharpe Minds, Michael is joined by Patrick Schultz, JD of Clark Capital Management. Michael and Patrick dove into the topics of business succession planning, legacy and family dynamics, tax planning, estate planning for high-net-worth individuals, the future of estate planning, and many others.

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