Unlocking Wealth - The Power of Alternative Investments with Carlos Lowenberg

Alt Investing Made Easy

In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Carlos Lowenberg, founder of Masterpiece Capital. The conversation explores the importance of transformational relationships in wealth management, the significance of alternative investments, and the democratization of capital. Carlos shares insights on generational wealth, the role of independent advisors, and the unique opportunities present in mid-market private equity. The discussion emphasizes the need for intentional planning and the value of intellectual capital in achieving financial success.

About Our Guest:

Carlos Lowenberg is the founder of Masterpiece Capital, an investment advisory firm based in Austin, Texas. With a focus on entrepreneurs and business owners, Carlos specializes in optimizing financial strategies to enhance business value and manage wealth effectively. His approach is rooted in transformational relationships, aiming to achieve significant financial goals for his clients through fiduciary advice and strategic planning. Carlos's expertise spans investment advice, tax strategies, and asset positioning, making him a trusted partner in the journey of wealth creation and preservation. Carlos and his team are dedicated to helping good and great company owners get the most out of what they have, acting as investors and partners in their success.

Connect with Carlos on LinkedIn: https://www.linkedin.com/in/carloslowenberg/.

Takeaways

Transformational relationships are essential in wealth management.

Alternative investments can provide significant opportunities for growth.

Private markets are often overlooked but hold great potential.

Democratization of capital is allowing more people to invest in private assets.

Generational wealth requires careful planning and education.

Independent advisors can offer tailored solutions for clients.

Intellectual capital is as important as financial capital.

Wealth management should focus on long-term transformation.

Clients often miss opportunities due to lack of awareness.

Partnerships in wealth management can lead to better outcomes.

Chapters

00:00 Introduction to Masterpiece Capital

02:37 Transformational Relationships in Wealth Management

05:24 Understanding Alternative Investments

08:01 The Importance of Private Markets

10:44 Democratization of Capital

13:36 Generational Wealth and Transformation

16:17 The Journey to Wealth Management

19:03 The Role of Independent Advisors

21:31 The Value of Partnership in Wealth Management

24:30 Mid-Market Private Equity Opportunities

27:06 The Importance of Intellectual Capital

30:07 Conclusion and Personal Motivation

Sponsored by:
Real Advisers, Austin, Texas

Video and Podcast Production by:

Red Sun Creative, Austin, Texas: https://redsuncreative.studio

For more information: AltInvestingMadeEasy.com

Please contact us: [email protected]

Roland Wiederanders: [email protected]

Sarah Florer: [email protected]

Disclaimers:

“This production is for educational purposes only and is not intended as investment or legal advice.”

“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”

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