HeyJaredFinancial Jazz
Welcome to the official Spotify account of Boreal Family Office.This channel is where long-term wealth is discussed the way it actually works: not through products, predictions, or hype, but through systems, structure, and disciplined decision-making.ABOUT US:We are a…
- Indexed episodes, last 90 days
- 3
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- Sep 7, 2026
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- Aug 23, 2026
Latest episodes
《易经》与概率：古人怎么算风险 | The I Ching and Probability: Risk Before Statistics (opens the original)
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This episode of Financial Jazz goes back to an older question: before probability and statistics existed, how did people face an uncertain future?We move from the I Ching to the law of large numbers, and from the ledgers, contracts, and collateral of traditional merchants to the risk logic behind choosing an auspicious day to open for business.In this conversation:・What the I Ching actually is, what hexagrams and lines are, and where the number 64 comes from・How traditional merchants managed ris
Financial Misrepresentation & Consumer Protection | 金融误导与消费者权益保护 ft. Matthew W. Taylor (opens the original)
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When you make financial decisions, what happens when the information is incomplete, the advice is unsuitable, or the risks were not properly disclosed?In this episode, Boreal Family Office speaks with Matthew W. Taylor, Litigation Lawyer at Sotos Class Actions, about an often overlooked issue in wealth management: consumer protection. We discuss: • Why consumer protection still matters to you • Financial products, information asymmetry, and the challenges of making informed decisions • Misrepres
Trusts, Power, and Control | 信托、权力与控制 (opens the original)
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This episode explores the institutional role of trusts through the lens of a TEP designation holder and global trust practices. Examining how trusts function as strategic tools in wealth planning and long-term wealth control.The discussion covers practical insights, including the use of bare trusts, key taxation considerations, and how trusts integrate with family governance and evolving family needs. this podcast also addresses a critical question often misunderstood in the market: who should a
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