On Pointe Podcast

What if everything you've been told about generational wealth transfer is wrong? In this thought-provoking episode of On Pointe, hosts David and Carlos sit down with Dr. Jim Grubman, one of the most influential voices in family wealth psychology and author of the groundbreaking book Strangers in Paradise. From debunking the "great wealth transfer" myth to exploring how trust design i...

What happens when a US family member moves abroad, or when you finally buy that dream villa in Tuscany? The tax and estate planning implications might surprise you and could even render your investment worthless if you're not careful. In this episode, host David Savir reconnects with law school classmate Sarah Jacobson, a Partner at Day Pitney and one of the leading voices in international estate...

In this episode, we sit down with Aaron T. Slavens, Partner and Chair of the national Private Equity practice at Holland & Knight LLP, to unpack the state of the deal market in 2026. With decades of experience representing private equity funds, founders, and strategic investors, Aaron offers a rare 30,000-foot view of the middle market where most of the real action is happening. We explore why...

In the Season 1 finale of On Pointe, we sit down with Kristopher "K-Mart" Martin, a Senior Vice President at Element Pointe, whose journey to wealth management began in an unlikely place: the backstage of the music industry. After witnessing firsthand how talent could be taken advantage of during his time booking concerts, Kris pivoted from the entertainment world to protecting the financial futur...

Private aviation is often seen as the pinnacle of luxury, but it's also a highly dynamic and evolving market where informed decisions are key to maximizing value and minimizing potential setbacks. In this episode of *On Pointe*, David and Carlos are joined by Matt Walter and Gabe Bastos, Managing Partners at Guardian Jet, to explore the complexities of buying and owning a private aircraft in today...

In this deep-dive episode, we pull back the curtain on one of the hottest growth areas in private markets: the secondaries market. Element Pointe’s Chief Investment Officer, Carlos Dominguez, sits down with Ryan Cooney, a Managing Director at Hamilton Lane, a leading alternative asset manager. With over 17 years at the firm and a focus on secondaries, Ryan provides a masterclass on how this market...

What happens when the boardroom table is also the family dinner table? For many, the vision of building a lasting legacy through a family business can evolve into a complex reality, one met with unspoken tensions and competing desires. In this episode of On Pointe, host David Savir sits down with Megan Helzner and Tom Bonner, expert consultants from CFAR who specialize in helping multigenerational...

In this episode, we sit down with Gale Nelson, the President & CEO of Big Brothers Big Sisters of Miami, to explore the profound connection between philanthropy, family, and legacy. Gale shares his personal journey from reuniting with his father after Hurricane Andrew to leading one of Miami's most impactful youth mentoring organizations. We delve into how charitable giving can unite multiple...

Navigating the multibillion-dollar world of art and collectibles can be intimidating. This episode pulls back the curtain with an insider's guide from Shane David Hall, a Director at The Fine Art Group, a leading global advisory firm specializing in art and luxury assets. Shane shares how the art market has been shaped by a "perfect storm" of post-COVID liquidity, culminating in the record-breakin...

From your home's Wi-Fi network and smart devices to the information data brokers sell about you online, your digital life presents a vast attack surface for sophisticated criminals. For wealthy families and family offices, the stakes are astronomically high. These "perfect targets" combine immense wealth with often-underdeveloped security protocols, making them prime candidates for what one expert...

In our debut episode, we go behind the scenes on the making of Element Pointe. Co-founders David Savir and Carlos Dominguez open up about their early lives, career paths, and the pivotal moments that led them to launch a multi-family office from scratch nearly a decade ago. It’s a candid look at the people behind the firm — and the values that continue to drive its mission. 00:00 - Introduction 02...

Hosted by Element Pointe Family Office CEO and Co-Founder David Savir, this podcast explores topics that matter to ultra-high-net-worth families and family offices. Each episode features candid, in-depth conversations with expert advisors, industry leaders, and influential voices across wealth management, investing, philanthropy, cybersecurity, art, travel, private aviation, and more.