The Private Wealth Playbook
Decoding Wealth Strategies for the Affluent and Elite.
The Private Wealth Playbook
Decoding Wealth Strategies for the Affluent and Elite.
About The Private Wealth Playbook
Decoding Wealth Strategies for the Affluent and Elite.
The strategies behind private wealth; decoded. Hosted by Vance Barse, founder of Your Dedicated Fiduciary®, this podcast is built for high-net-worth and ultra-high-net-worth individuals seeking smarter tax strategies, estate planning solutions, and legacy protection frameworks.
Why Join The Private Wealth Playbook as a Guest
High-Net-Worth Listener Access
You speak directly to affluent investors focused on Wealth Management, Tax Strategies, and Estate Planning, positioning your expertise where it’s most valued and actionable.
Fiduciary-Led Deep Dives
You join Vance Barse for structured, operator-level conversations on trusts, wealth preservation, and generational wealth that showcase how you actually think and work.
Association With Elite Voices
You sit alongside former Fed leadership and top analysts discussing inflation, market shocks, and Kevin Warsh’s Jackson Hole speech—elevating your perceived authority instantly.
Evergreen Discovery Across Podcast Apps
Your episode on estate planning mistakes or modern economy risks lives on as an evergreen resource, discoverable whenever listeners search for these private wealth topics.
Episode Angles & Guest Pitches
Estate Planning Mistakes That Quietly Cost Millions
You break down real-world estate planning missteps that destroy family wealth and outline practical fixes affluent listeners can implement with their advisors.
Reading the Fed: Policy, Inflation, and Private Wealth
You interpret Fed signals, inflation trends, and speeches like Kevin Warsh’s Jackson Hole remarks into concrete allocation and risk decisions for wealthy families.
Trusts, Generational Wealth, and Modern Family Dynamics
You walk through trust structures and governance tools that preserve generational wealth while keeping beneficiaries engaged, informed, and aligned.
AI, the Modern Economy, and Your Clients’ Portfolios
You connect AI-driven economic shifts and market structure changes to practical portfolio construction and opportunity sets for high-net-worth investors.
How You'd Contribute to the Show
Audience Takeaways
Your episode helps listeners sharpen tax, estate, and legacy decisions, avoid costly mistakes, and align their private wealth strategy with real-world economic and market dynamics.
Hot Topics
Why Trust Me
The Ideal Guest
You’re a fit if you advise, manage, or research wealth for high-net-worth and ultra-high-net-worth families—RIA principals, estate attorneys, tax strategists, CIOs, family office leaders, and macro thinkers.
Recent Episodes
Beyond the Bubble: AI, the Fed, and Building Generational Wealth
The Private Wealth Playbook • Sep 23, 2026
Inside the Modern Economy: Jim Bianco on Kevin Warsh, AI, and the Next Market Shock
The Private Wealth Playbook • Sep 4, 2026
Dennis Lockhart: Former Fed President on Kevin Warsh's Jackson Hole Speech, Inflation, & the Fed
The Private Wealth Playbook • Sep 3, 2026
Trusts, Wealth Preservation & Generational Wealth | Vance Barse & Adam Moskowitz
The Private Wealth Playbook • Aug 21, 2026
The Estate Planning Mistakes That Could Cost Your Family Millions
The Private Wealth Playbook • Jun 18, 2026
Podcast Topics
What You'll Talk About on This Show:
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Be Our Next Guest
We're booking guests to discuss private wealth podcast, high net worth strategies, ultra high net worth. Remote recordings, Available Weekdays only. If you bring practical stories and clear takeaways, let's talk.
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Available Weekdays only
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