Tag: family office investing

Opportunity Zones, Generational Wealth, and Tax Strategy with Ashley Tison (Ep. 144)

Opportunity Zones, Generational Wealth, and Tax Strategy with Ashley Tison (Ep. 144)

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What if one of the most powerful wealth-building tools in America is still being overlooked?

In this episode, Ashley Tison, founder of OZPros, unpacks how Opportunity Zones are transforming the way investors, business owners, and families think about taxes, real estate, and long-term wealth creation.

Listen in to learn how Opportunity Zones work, why they’ve gained bipartisan support, and how investors can use them to defer—and potentially eliminate—capital gains taxes while building generational wealth.

Ashley also breaks down the differences between Opportunity Zones and 1031 exchanges, how operating businesses can qualify, and why family offices and high-net-worth investors are paying close attention to OZ 2.0.

Whether you own real estate, have appreciated stock portfolios, or want to create lasting wealth for your children and grandchildren, this episode offers practical strategies and insights you won’t want to miss.

What you’ll take away:

  • How Opportunity Zones were created and why they matter
  • The tax advantages of investing through Opportunity Zone funds
  • How operating businesses can qualify for Opportunity Zone benefits
  • Why bipartisan support has helped the program expand
  • The role Opportunity Zones can play in generational wealth planning
  • How trusts and estate planning strategies work with OZ investments
  • Why family offices are paying attention to Opportunity Zones
  • And more!

Connect with John and Michael Parise:

Connect with Ashley Tison:

About Our Guest:
Ashley Tison, Esq. is the founder of OZPros, the leading Opportunity Zone consultancy.

A leading consultant and attorney on Opportunity Zones, tax advantaged structures and investing strategies, Ashley has advised over 500 commercial property investors, family offices, investment advisors and high net worth individuals on how to how to best maximize their tax savings in real estate investments, how to maximize the positive community impact of their projects, selecting an optimal investment strategy, and properly navigating the applicable regulations.

Ashley is an engaging and enthusiastic speaker and / or guest covering topics such as opportunity zones, tax advantaged alternative investments, real estate, and tax planning for leading national conferences and educational seminars.

Inside Alternative Investing and Private Market Strategies (Ep. 142)

Inside Alternative Investing and Private Market Strategies (Ep. 142)

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Markets aren’t just about stocks and bonds anymore; they’re about access, structure, and who you’re investing alongside.

In this episode, Michael Parise sits down with Jeff Coury II and Tom Deutsch of The Coury Firm to unpack how high-net-worth families are navigating public and private markets, and why traditional portfolio strategies may no longer be enough.

They share how their multi-family office approach evolved from business advisory into full-scale asset management, as well as why alternative investments are playing a bigger role than ever.

Listen in to learn how families transition after a liquidity event, why private markets can offer stronger long-term opportunities, and how The Coury Firm built its P.I. Gateway platform to solve access, diversification, and administrative challenges in alternative investing.

What you’ll take away:

  • How multi-family offices manage complex family wealth
  • The difference between single-family and multi-family offices
  • What happens after a major liquidity event
  • Why alternative investments are growing in importance
  • How to evaluate private equity and hedge fund opportunities
  • The risks and rewards of illiquid investments
  • How to access institutional-quality investments
  • The role of long-term thinking in portfolio construction
  • And more!

Connect with John and Michael Parise:

Connect with Jeff and Tom:

About Our Guests: 

Jeff Coury II is President & Co-Chief Investment Officer at The Coury Firm, a multi-family office and financial services firm with over 40 years of experience advising business owners and high-net-worth families. He focuses on asset management, strategic capital allocation, and building investment platforms that provide access to institutional opportunities.

Tom Deutsch is Co-CIO of The Coury Firm and brings over 20 years of investment experience, including time at Lehman Brothers and Neuberger Berman. He specializes in portfolio construction, manager selection, and aligning investment strategies with long-term client goals.

Together, they oversee investment strategy across public and private markets, helping families build and preserve wealth across generations.