Service Academy Business Mastermind

“It starts foundationally with planning and understanding how your money is coming in… and then building a long-term plan on how to more efficiently conduct your taxes for this year and moving forward. It really depends on the individual.” -Paul Munch, USNA ‘10 Paul Munch runs his own office through Trust Point Capital Partners, a family office consultancy and investment fund that specializes in tax mitigation strategy. TPC was founded to bring the model of a family office that is typically only accessible to the ultra-high-net-worth to high-net-worth individuals. Through TPC, Paul provides all of the services of a typical family office without the high operating costs. TPC creates its own products to aid in tax mitigation and offers both an active income product and a passive income product. Paul is a 2010 graduate of the United States Naval Academy and received his MBA in Finance and Data Analytics from NYU Stern School of Business. In this episode, we discuss: How Trust Point Capital Partners was created