In this episode, we sit down with Laura Tarbox, founder of Tarbox Family Office in Newport Beach, California. Laura shares her journey from the “dark side” of the financial industry to building a successful fee-only, fiduciary-focused firm. She discusses the challenges her clients face, such as passing on wealth and values to the next generation, managing risk, and finding meaningful ways to give back through philanthropy.
Laura also provides insights into her investment philosophy, which has evolved from stock-picking to a more evidence-based, tax-efficient approach using index funds and ETFs.
- (0:30 – 2:30) The “dark side” of the financial industry
- (2:30 – 6:00) The family office model
- (6:00 – 10:00) The Global Association of Independent Advisors (GAIA)
- (10:00 – 15:00) Passing on wealth and values to the next generation
- (15:00 – 20:00) Exploration of the role of philanthropy
- (20:00 – 26:00) Laura’s investment philosophy evolution
