Family Office Podcast - Private Investor & Investment Insights

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Lessons Learned from 150,000+ Emails Sent Mar 03, 2023

Show notes

Mark Cuban believes the biggest waste of time is sitting in long meetings to discuss something that could have been handled in an email. We've sent over 150,000 emails in our 16 years of business, and we've learned quite a few lessons along the way. See Richard C. Wilson's 5 key takeaways from some of our top email campaigns. #emails #emailmarketing #businessemails #emailcampaigns #emailstrategy #investing #investingtips #investingstrategies #contentstrategy #emailforbusinesses -------------------------------------- The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors. To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com ►Where to follow and listen to Richard: Twitter: https://Twitter.com/RichardCWilson Website: http://www.FamilyOffices.com LinkedIn: https://www.Linkedin.com/in/singlefam... iTunes: https://itunes.apple.com/us/podcast/f... Products: http://FamilyOffices.com/wp-content/u... Facebook: https://www.Facebook.com/Family-Offic... Trainings: https://www.InvestmentCertifications.com Bootcamps: http://FamilyOffices.com/Capital Family Offices Summits: http://FamilyOffices.com/: Family Office Jobs:http://FamilyOfficejobs.com/ ---- ► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup -- Richard is a bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance. He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

Precautions that Will Benefit Your Whole Family Mar 02, 2023

Show notes

In our last episode, we talked about why it's so important to invest in your health. Today, we share a 50-point checklist for making sure that you and your family are fully prepared for the worst. #familyoffice #wealthbuilding #investingstrategies #investing #wealthmanagement #familyoffices #investors #investingtips #familywealthandlegacy --------------- The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors. To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com ►Where to follow and listen to Richard: Twitter: https://Twitter.com/RichardCWilson Website: http://www.FamilyOffices.com LinkedIn: https://www.Linkedin.com/in/singlefam... iTunes: https://itunes.apple.com/us/podcast/f... Products: http://FamilyOffices.com/wp-content/u... Facebook: https://www.Facebook.com/Family-Offic... Trainings: https://www.InvestmentCertifications.com Bootcamps: http://FamilyOffices.com/Capital Family Offices Summits: http://FamilyOffices.com/: Family Office Jobs:http://FamilyOfficejobs.com/ ---- ► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup -- Richard is a bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance. He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

Strategies to Invest in Yourself to Become Ultra-Healthy (Far more Important Than Ultra-Wealthy) Mar 01, 2023

Show notes

At our live events, we have over 1000 people sitting in the audience to learn from all sorts of different insights, success stories, best practices, etc. Yet the single biggest investment that anyone can make at anytime is the investment in your health. See Richard C. Wilson breakdown why being ultra-healthy is greater than being ultra-wealthy. #Singlefamilyoffice #familyoffice #investing #investingtips #investingstrategy #investment #investingstrategies #successstory ----------------- The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors. To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com ►Where to follow and listen to Richard: Twitter: https://Twitter.com/RichardCWilson Website: http://www.FamilyOffices.com LinkedIn: https://www.Linkedin.com/in/singlefam... iTunes: https://itunes.apple.com/us/podcast/f... Products: http://FamilyOffices.com/wp-content/u... Facebook: https://www.Facebook.com/Family-Offic... Trainings: https://www.InvestmentCertifications.com Bootcamps: http://FamilyOffices.com/Capital Family Offices Summits: http://FamilyOffices.com/: Family Office Jobs:http://FamilyOfficejobs.com/ ---- ► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup -- Richard is a bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance. He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

Opening Remarks from Super Summit '22 | Richard C. Wilson Feb 28, 2023

Show notes

Our biggest event of the year is the Family Office Super Summit where we have the largest gathering of ultra-wealthy private investors anywhere in the world. This is the best opportunity to make new connections across a variety of niche markets and close more deals than any other time of year. Take a sneak peak into our last Super Summit with these opening remarks from founder and CEO, Richard C. Wilson. -------------------- The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors. To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com ►Where to follow and listen to Richard: Twitter: https://Twitter.com/RichardCWilson Website: http://www.FamilyOffices.com LinkedIn: https://www.Linkedin.com/in/singlefam... iTunes: https://itunes.apple.com/us/podcast/f... Products: http://FamilyOffices.com/wp-content/u... Facebook: https://www.Facebook.com/Family-Offic... Trainings: https://www.InvestmentCertifications.com Bootcamps: http://FamilyOffices.com/Capital Family Offices Summits: http://FamilyOffices.com/: Family Office Jobs:http://FamilyOfficejobs.com/ ---- ► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup -- Richard is a bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance. He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

Advanced Asset Protection | Guest Speaker Thomas Handler Feb 21, 2023

Show notes

Protecting your assets can be done in a lot of different ways, depending on what those assets look like. The Stealth Prenup is a proven strategy that has helped our guest speaker, Thomas Handler, stay one step ahead of keeping his assets aligned with a plan of action in case things take a turn for the worse. ----- The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors. To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com ►Where to follow and listen to Richard: Twitter: https://Twitter.com/RichardCWilson Website: http://www.FamilyOffices.com LinkedIn: https://www.Linkedin.com/in/singlefam... iTunes: https://itunes.apple.com/us/podcast/f... Products: http://FamilyOffices.com/wp-content/u... Facebook: https://www.Facebook.com/Family-Offic... Trainings: https://www.InvestmentCertifications.com Bootcamps: http://FamilyOffices.com/Capital Family Offices Summits: http://FamilyOffices.com/: Family Office Jobs:http://FamilyOfficejobs.com/ ---- ► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup -- Richard is a bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance. He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

Working Like A Pro Athlete Feb 20, 2023

Show notes

Earning success in the capital raising game is achieved through hard work and focus. Having the same drive as a pro athlete will help propel you into better opportunities this year to close deals and network with ultra-wealthy leads. ------------------------------ The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors. To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com ►Where to follow and listen to Richard: Twitter: https://Twitter.com/RichardCWilson Website: http://www.FamilyOffices.com LinkedIn: https://www.Linkedin.com/in/singlefam... iTunes: https://itunes.apple.com/us/podcast/f... Products: http://FamilyOffices.com/wp-content/u... Facebook: https://www.Facebook.com/Family-Offic... Trainings: https://www.InvestmentCertifications.com Bootcamps: http://FamilyOffices.com/Capital Family Offices Summits: http://FamilyOffices.com/: Family Office Jobs:http://FamilyOfficejobs.com/ ---- ► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup -- Richard is a bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance. He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

Financial Strategies Used by America's Wealthiest Families | Guest Speaker Vince Munno Feb 17, 2023

Show notes

Becoming risk and staying wealthy isn't about how much you make - but how much you keep.

The most successful families across the U.S. know this by heart, which is how they manage to accumulate so much wealth consistently.

Guest speaker Vince Munno shares more on the financial strategies of America's wealthiest families in this episode. ------------------------------------ The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors. To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com ►Where to follow and listen to Richard: Twitter: https://Twitter.com/RichardCWilson Website: http://www.FamilyOffices.com LinkedIn: https://www.Linkedin.com/in/singlefam... iTunes: https://itunes.apple.com/us/podcast/f... Products: http://FamilyOffices.com/wp-content/u... Facebook: https://www.Facebook.com/Family-Offic... Trainings: https://www.InvestmentCertifications.com Bootcamps: http://FamilyOffices.com/Capital Family Offices Summits: http://FamilyOffices.com/: Family Office Jobs:http://FamilyOfficejobs.com/ ---- ► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup -- Richard is a bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance. He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

What Does Disruptive Technology Look Like? Guest Speaker Matthew Fonte Feb 16, 2023

Show notes

A lot of capital raisers in our private investor community are focussed on the innovative technology aspect of the business. One of our best examples comes from Matthew Fonte, owner of Cold Snap, which provides fresh ice cream on demand. Tech like this has the power to disrupt the market. Listen to the podcast to learn how. ------------------------------------ The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors. To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com ►Where to follow and listen to Richard: Twitter: https://Twitter.com/RichardCWilson Website: http://www.FamilyOffices.com LinkedIn: https://www.Linkedin.com/in/singlefam... iTunes: https://itunes.apple.com/us/podcast/f... Products: http://FamilyOffices.com/wp-content/u... Facebook: https://www.Facebook.com/Family-Offic... Trainings: https://www.InvestmentCertifications.com Bootcamps: http://FamilyOffices.com/Capital Family Offices Summits: http://FamilyOffices.com/: Family Office Jobs:http://FamilyOfficejobs.com/ ---- Thank you for watching this video—Please Share it. I like to read comments so please leave a comment. ► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup -- Richard is a bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance.He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

Short-Term Rental & Vacation Property / Airbnb Investment Properties - Considerations While Investing Feb 16, 2023

Show notes

In this 10-minute recording Richard C. Wilson founder of the Family Office Club and the short-term rental fund - InvestorResidences.com goes over how they look at vacation property investments. Richard's team looks to buy properties at steep discounts and double their sleeping capacity to force appreciation and drive profits and cash flow. In this short recording Richard covers airbnb investing data points, vacation property investment strategies, and how their airbnb fund approaches the market currently. -------------------- We've helped create 200+ family offices through our 16+ years of resources offered to private investors in our community.

Our tools are designed to guide anyone who's thinking about starting a family office in the right direction, from start to finish. --------------------

The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors. To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com ►Where to follow and listen to Richard: Twitter: https://Twitter.com/RichardCWilson Website: http://www.FamilyOffices.com LinkedIn: https://www.Linkedin.com/in/singlefam... iTunes: https://itunes.apple.com/us/podcast/f... Products: http://FamilyOffices.com/wp-content/u... Facebook: https://www.Facebook.com/Family-Offic... Trainings: https://www.InvestmentCertifications.com Bootcamps: http://FamilyOffices.com/Capital Family Offices Summits: http://FamilyOffices.com/: Family Office Jobs:http://FamilyOfficejobs.com/

Crypto Strategies for Family Offices | Guest Speaker Alex Dominguez Feb 15, 2023

Show notes

"Crypto is Dead." That's what we keep hearing. But if you go back just a couple of years, people were saying the same thing before it took off in a bull run. Guest speaker Alex Dominguez from Unicoin explains how a bear market doesn't mean the end of cryptocurrencies as we know them, and why they will soon be on the rise again. -------------------------------------------------------------------------------------------------------------------- The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors. To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com ►Where to follow and listen to Richard: Twitter: https://Twitter.com/RichardCWilson Website: http://www.FamilyOffices.com LinkedIn: https://www.Linkedin.com/in/singlefam... iTunes: https://itunes.apple.com/us/podcast/f... Products: http://FamilyOffices.com/wp-content/u... Facebook: https://www.Facebook.com/Family-Offic... Trainings: https://www.InvestmentCertifications.com Bootcamps: http://FamilyOffices.com/Capital Family Offices Summits: http://FamilyOffices.com/: Family Office Jobs:http://FamilyOfficejobs.com/ ---- Thank you for watching this video—Please Share it. I like to read comments so please leave a comment. ► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup -- Richard is a bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance. He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

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