Tidemark Talks
Tidemark Talks
Podcast Description
Tidemark Real Estate Services is a privately held, full-service commercial real estate company based in Orange County, California. Our mission is to create value for our clients through creative, professional and effective brokerage and management services with a focus in Orange County industrial real estate.
Podcast Insights
Content Themes
The podcast explores a variety of themes centered around business growth, entrepreneurship, and innovative strategies, with episodes detailing personal stories such as Steve Pixley's journey from industrial vending to selling his company, Steve Dickler's transition from a knife sharpening side gig to a $100M restaurant supply empire, and Wing Lam's development of Wahoo’s Fish Taco into a booming brand with over 50 locations.
Tidemark Real Estate Services is a privately held, full-service commercial real estate company based in Orange County, California. Our mission is to create value for our clients through creative, professional and effective brokerage and management services with a focus in Orange County industrial real estate.
In this episode of Tidemark Talks, Anthony Vultaggio of the Orange Catholic Foundation dives deep into the intersection of wealth management, family values, and charitable giving. From navigating succession planning to turning taxable events into transformational gifts, Anthony shares powerful strategies and stories that show how generosity can be both financially smart and personally fulfilling.
Our website: https://tidemarkrealestate.com/
Instagram: https://www.instagram.com/tidemarkrealestate/
TikTok: https://www.tiktok.com/@tidemarkrealestate
Linkedin: https://www.linkedin.com/company/18063320/admin/dashboard/
Episode Highlights:
(00:41–02:56) Succession planning: balancing asset transfer with family values.
(04:01–05:14) Anthony’s career shift: from wealth management to charitable strategy.
(05:53–08:20) Taxable events & philanthropy—why planning early matters.
(08:49–10:47) Case study: Dan Snyder’s $35M property donation.
(11:28–13:36) Tailoring giving: deductions, trusts, and income-retaining gifts.
(15:41–17:30) From building wealth → protecting wealth → creating legacy.
(20:10–22:51) Liquidity challenges for large estates & tax-mitigation strategies.
(23:16–24:49) The importance of updating trusts, wills, and beneficiaries.
(27:05–30:45) Charitable trusts: income today, legacy tomorrow.
(37:46–41:50) Story of a donor transforming personal loss into meaningful giving.
(42:22–43:09) Final takeaway: Charitable giving is a win-win for family and society.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.