Welcome back to the next episode in our Fireside Chat series where Vivaldi Wealth Advisor & Partner, Ilya…
Direct Indexing: What It Is and How It Can Benefit You
In our latest video, sit down with Vivaldi Capital Management Wealth Advisor & Partner, Ilya Zlotnik, and Bob…
Vivaldi Capital Management Fireside Chat Series: A Conversation on Operational Due Diligence
Join our latest Fireside Chat with Vivaldi Capital Management Wealth Advisor & Partner, Ilya Zlotnik and Director of…
Vivaldi Capital Management Fireside Chat Series: Demystifying Alternative Investments
Welcome back to another episode in our Fireside Chat Series, where we highlight relevant topics in the wealth…
Vivaldi Capital Management’s Asha Tangri Goldstein Named to 2023 List of Top Women Wealth Advisors Best-In-State
Vivaldi Capital Management (VCM), a privately-owned wealth and investment management firm, is excited to announce that Asha Tangri…
Real Estate Investment Strategies with Josh Volen of CIRE and IIya Zlotnik
Understanding how to be strategic in your real estate investment strategy is the focus of this latest video…
Why Effective Estate Planning Shouldn’t be a “Taxing” Exercise
As Benjamin Franklin reportedly said, “nothing can be certain except for death and taxes”. In this video podcast,…
1031 Exchanges with Trevor Katzban
Many real estate investors, often near or in retirement, want to simplify their life and sell their properties—however,…
Understanding Bitcoin: An Interview with Chris Kuiper, Director of Research at Fidelity Digital Assets
Bitcoin has experienced a substantial increase in value (along with a tremendous amount of volatility) since its creation…