Welcome
The Private Wealth Podcast
What the wealthiest families do differently and how it actually works.
Discover Wealth Strategies
Comprehensive Financial Insights
Hosted by Vance Barse, founder of Your Dedicated Fiduciary®, this show goes inside the strategies, structures, and decisions that shape long-term wealth.
From advanced tax planning to legacy design, episodes feature the specialists utilized by high-net-worth families to strategize on how to protect and grow what matters most.
Follow the show for ongoing access to the ideas and professionals shaping private wealth and if you’re looking to pressure-test your own strategy, connect with the team at Your Dedicated Fiduciary® for a Deep Dive.
This podcast is designed for high-net-worth individuals, entrepreneurs, and families seeking to optimize their financial strategy.
The Best of The Private Wealth Podcast
Episode 1: The Estate Planning Playbook for California Families
In this episode, Vance Barse sits down with Amy Hsiao to unpack the estate planning strategies California families should be thinking about in 2026 and beyond. From trusts and legacy planning to avoiding costly mistakes and protecting family wealth across generations, this conversation delivers practical, actionable guidance for high-income earners, founders, and multi-generational families navigating an increasingly complex landscape.
Whether your estate plan is outdated, incomplete, or something you’ve been putting off entirely, this episode offers clear takeaways to help you better protect your family, assets, and long-term intentions.