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#88 - How to Build a Family Office for Real Estate Investors with James Bohan
Manage episode 483254601 series 3511422
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In this episode, Steven chats with James Bohan, a CPA and founder of Stonehenge Accountancy, about how tech professionals can start building real, lasting wealth. James talks about his fast rise in corporate finance and how that led him to launch his own accounting and real estate investment firms. They break down what a family office is, who it’s for, and how it can help manage money smarter, especially for families with significant wealth. James also shares practical ways to save on taxes, plan for future generations, and lead with purpose, drawing from his values as a Christian and a business owner. It’s a down-to-earth conversation full of useful advice for anyone looking to take control of their financial future.
James Bohan is the CEO and founder of Stonehan Accountancy with a truly unique outlook on personal and business finances. Starting with a deeply contrarian perspective that taxation is theft, his unique and somewhat controversial insights are guaranteed to deliver a thought-
provoking discussion for your audience.
With a diverse (and accomplished) background in real estate, finance (Big 4, institutional and family office), and entrepreneurship there’s so much trustworthy, first-hand expertise here for your audience. As a fourth-generation real estate developer, he blends institutional quality with entrepreneurial creativity, offering a unique perspective on the industry.
Connect with James:
Website: http://www.stonehan.com
LinkedIn: https://www.linkedin.com/in/jamesdbohan
IG: https://www.instagram.com/jamesbohancfo/
YT: https://www.youtube.com/watch?v=Y6u43nIGFMg
Episode highlights:
(0:00) Intro
(1:01) James’ background and entrepreneurial focus
(3:27) On becoming CFO by age 30
(5:26) Starting his own family office and working with others
(6:53) What is a family office and who should consider one
(12:12) Entity “food groups” for tax benefits
(17:31) Preventing wealth erosion and succession planning
(22:02) How trusts and estate taxes work
(26:51) Who should look into advanced estate structures
(32:45) Tax savings with real estate and professional status
(38:11) Leading as a Christian businessman
(44:16) Principles of kindness, fairness, and stewardship
(47:28) Parting wisdom and how to reach James
(48:34) Outro
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For more resources and guides, check these out:
- Investor 101 https://www.aritacapital.com/investor-101-resource/#
- Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/
If you want to learn more, reach out at:
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/aritasteven/
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