Family Office Podcast: Real Estate Investments, Co-investing, Capital Raising, And Private Equity Business Strategies

Send us a textIn this episode of the Family Office Podcast, host Andrés Ospina sits down with Van Carlson, founder and CEO of SRA 831(b) Admin — the nation’s leading administrator of 831(b) plans. With 25+ years of experience, Van unpacks how traditional insurance is failing today’s business owners and reveals powerful, compliant strategies to self-insure risk using pre-tax dollars.You’ll learn how smart risk management can:Help businesses weather economic stormsTurn tax liabilities into financial assetsFund deductibles, protect brand reputation & survive disruptionsProvide a competitive edge through 831(b) plansTimestamps 00:00 – Meet Van Carlson: Coast Guard vet turned insurance innovator01:37 – How the 2008 recession exposed traditional insurance gaps05:10 – What is an 831(b) plan and why was it created?06:40 – How 831(b) helps manage unfunded liabilities with pre-tax dollars08:58 – How 831(b) plans reduce tax burdens and boost financial stability13:01 – How 831(b) covers cyber risk, brand protection &