Tag: High-Net-Worth Families
Moving to Florida? What High-Net-Worth Families Need to Know About Residency and Domicile (Ep. 19)

Moving to Florida? What High-Net-Worth Families Need to Know About Residency and Domicile (Ep. 19)

By |

Thinking about moving to Florida to reduce state income taxes or enjoy retirement in a warmer climate? Becoming a Florida resident involves much more than changing your address. The planning decisions you make before your move could have a lasting impact on your taxes, estate plan, and long-term financial strategy.

In this episode, Samuel Diarbakerly speaks with Juan Bendeck, Partner at FBT Gibbons, about what high-net-worth families, retirees, snowbirds, and business owners should know before establishing Florida residency and changing their legal domicile. Juan explains the difference between residence and domicile, why the commonly misunderstood 183-day rule is only one piece of the picture, and what states may review during a Florida residency audit. They also discuss Florida’s tax advantages, estate-planning considerations, homestead benefits, and why coordinating with your wealth advisor, CPA, and estate-planning attorney before a major move or liquidity event can help you avoid costly mistakes.

What to expect:

  • The difference between Florida residency and Florida domicile, and why it matters for tax planning
  • Why the 183-day rule alone may not establish Florida domicile
  • What states may review during a Florida residency audit, including homes, advisors, travel, financial records, and family connections
  • Why business owners should plan before selling a company or concentrated stock after moving to Florida
  • And more!

Connect with Sam Diarbakerly: 

Connect with Juan Bendeck:

About our Guest:

Juan Bendeck is a Partner at FBT Gibbons who focuses on trusts and estates, fiduciary matters, probate, tax planning, estate planning, and family office legal services for high-net-worth individuals and families. In this conversation, he shares practical guidance on establishing Florida domicile, understanding Florida residency requirements, preparing for potential state residency audits, and coordinating legal and tax planning before relocating or completing a major financial transaction.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Generation Capital Advisors: A better way to manage wealth (Ep. 1)

Generation Capital Advisors: A better way to manage wealth (Ep. 1)

By |

Most wealth problems are not caused by one bad investment; they come from complexity that never gets cleaned up.

In this episode, Matt Ackerman hosts a conversation with Samuel Diarbakerly to talk about why “simplification is the ultimate form of sophistication,” and what it actually takes to make wealth management feel clear, coordinated, and human. Samuel Diarbakerly shares how Generation Capital Advisors was built to deliver family-office-level coordination without the typical ultra-high minimums. They walk through the firm’s planning-first process, why most people cannot even find their existing financial plan, and how the right team can quarterback tax, estate, investments, insurance, and client service as one connected strategy. The conversation also covers the “core and explore” portfolio structure, using technology and selective AI thoughtfully, and building a generational firm culture rooted in partnership and kindness.

What to expect:

  • Why simplification can be a competitive advantage in wealth management
  • The difference between investment management and holistic planning leadership
  • “Core and explore” portfolios, endowment-style simplicity, and purposeful complexity
  • How strong advisors coordinate CPA, estate attorney, and planning conversations
  • The generational question families quietly worry about most
  • Where technology, cybersecurity, and AI fit, and where they should not
  • Why Integrated Partners became the operational backbone for Generation Capital’s growth
  • And more!

Connect with Sam Diarbakerly: 

Connect with Matt Ackerman:

About our Guest:

Matt Ackerman is a leader at Integrated Partners and the episode host. He guides a candid conversation with Samuel Diarbakerly on how modern advisory firms can combine high-touch service, thoughtful technology, and disciplined planning to help families simplify complexity and stay focused on what matters most.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More