Ever wonder what ultra-wealthy families are doing differently to grow and protect their wealth? In today’s episode, I sit down with Kristian Mtetwa, co-founder of Synergy Private and Tax Alchemy, to explore the private world of elite financial planning.

From his immigrant beginnings in Zimbabwe to managing wealth for nine-figure clients, Kristian shares what separates those who build lasting legacies from those who simply accumulate assets. We unpack the four stages of the wealth cycle and how to transition from a high earner to a family office-level investor.

You’ll hear how doctors and entrepreneurs are using frameworks based on income tiers to structure their investments, protect their assets, and access exclusive private deals most people never even hear about.

If you’ve hit a plateau and you know you’re capable of more, this conversation will challenge how you view wealth and ignite the drive to be the one who changes your family’s financial destiny.

“True wealth is freedom—doing what you want, with who you want, and whenever you want.” ~ Kristian Mtetwa

In This Episode:

- Impact of heritage and immigrant mentality on building wealth

- The connection between Synergy Private and Tax Alchemy

- Wealth management for ultra-affluent families

- Common myths and mindsets about money

- Tactical strategies and frameworks on how to build wealth

- First generation wealth: challenges and opportunities

- Kristian’s aspirations, role models, and inner circle

- The Access investments community

Ready to Build Wealth Like the Ultra-Wealthy?

Apply now to Kristian’s ACCESS platform. Use code LIMITLESS to join at 50% off: https://www.synergyprivate.com/access

Connect with Kristian Mtetwa:

Website: https://kristianmtetwa.com/

LinkedIn: https://www.linkedin.com/in/kristianmtetwa

Instagram: https://www.instagram.com/kristianmtetwa/

Resources:

➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/

➡️ Check out my programs - https://vikramraya.com/coaching/

➡️ Apply to become a Limitless MD - www.I8mastermind.com

➡️Claim Your Free 30-minute discovery call and $500 off your engagement with Hall CPA: go.therealestatecpa.com/limitless

Connect with Vikram:

Website: https://vikramraya.com/

Instagram: https://www.instagram.com/vikramraya/

Facebook: https://www.facebook.com/Vikramrayamd

LinkedIn:

Today, I’m joined by Travis Smith, founder and CEO of Tribevest, to explore how doctors can leverage their networks to invest in real estate and other high-return opportunities without giving up their full-time jobs.

Travis walks us through his journey from being a passive investor to becoming what he calls “actively passive” in the real estate market. He explains how doctors can create a capital aggregation business model by pooling resources with colleagues to invest together and generate wealth.

If you're looking for new ways to grow your wealth, Travis will guide you on how to make passive income and harness the power of your professional network to achieve lasting financial freedom.

“Anytime you're bringing value to the world, there's a wealth opportunity there.” ~ Travis Smith

In This Episode:

- Travis's background and the birth of Tribevest

- Building wealth through real estate syndications

- The role of capital aggregators in investing in real estate

- Key factors for successful real estate investments

- Dr. Dylan's success story in real estate investing

- Travis's entrepreneurial journey: challenges and wins

- How to participate in Tribevest

Resources:

➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/

➡️ Check out my programs - https://vikramraya.com/coaching/

➡️ Apply to become a Limitless MD - www.I8mastermind.com

➡️Claim Your Free 30-minute discovery call and $500 off your engagement with Hall CPA: go.therealestatecpa.com/limitless

Connect with Travis Smith:

Website: https://www.tribevest.com/

LinkedIn: https://www.linkedin.com/in/travissmithmovethechannel

Connect with Vikram:

Website: https://vikramraya.com/

Instagram: https://www.instagram.com/vikramraya/

Facebook: https://www.facebook.com/Vikramrayamd

LinkedIn:https://www.linkedin.com/in/vikramraya/

YouTube: https://www.youtube.com/channel/UCdq9M-kD0L2hy1UlfOK-hwQ

Special Thank You to Music Provided by Music Library: https://soundcloud.com/music-library-non-copyrighted-sounds/300-violin-orchestra-jorge-quintero-copyright-and-royalty-free

As a physician, entrepreneur, or high-income professional, taxes are often your biggest expense. But you can reduce that burden significantly. I sit down with Thomas Castelli, a tax strategist and real estate expert, to explore how you can offset your taxes with smart strategies.

Thomas dives deep into how real estate can help lower your effective tax rate with strategies like bonus depreciation and the Augusta Rule. He sheds light on common tax mistakes that can cost you thousands—and how to avoid them.

We also break down the role of a tax strategist versus a typical CPA, highlighting the importance of proactive tax planning.

If you’re ready to take your tax planning to the next level, Thomas has an exclusive offer for you. Get a free 30-minute discovery call and $500 off your engagement with Hall CPA. Don't miss out—optimize your tax strategy today!

“If you're a high-income earner, you could be paying between 40 to 50% in taxes, but with real estate, the rental income is often sheltered from tax, thanks to depreciation.” ~ Thomas Castelli

In This Episode:

- Meet tax strategist, Thomas Castelli

- Top 3 tax mistakes and how to avoid them

- Understanding tax strategists and their roles

- Real estate professional status and bonus depreciation

- Short-term rentals: benefits and cautionary tales

- Little-known tax hacks and partial asset disposition

- Exploring the Big Beautiful Bill and its implications on real estate

- Final thoughts and how to claim Hall CPA’s special offer

Connect with Thomas Castelli:

Website: https://thomascastelli.com/

LinkedIn: https://www.linkedin.com/in/thomascastelli

Instagram: https://www.instagram.com/thomascastellicpa

Facebook: https://www.facebook.com/castellithomas

YouTube: https://www.youtube.com/channel/UC7r_GidIaOKmpAWdvraMOeg

Resources:

➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/

➡️ Check out my programs - https://vikramraya.com/coaching/

➡️ Apply to become a Limitless MD - www.I8mastermind.com

Claim Your Free 30-minute discovery call and $500 off your engagement with Hall CPA: go.therealestatecpa.com/limitless

Connect with Vikram:

Website: https://vikramraya.com/

Instagram: https://www.instagram.com/vikramraya/

Facebook: https://www.facebook.com/Vikramrayamd

LinkedIn: