Family Office Podcast - Private Investor & Investment Insights

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**Family Office Podcast – Private Investor & Investment Insights**

The Family Office Show is a weekly podcast dedicated to the family office industry. Within this podcast we explore ultra-wealthy, multi-family office, single family office, and even billionaire investment case studies and insights. Content includes interviews, recorded webinars, conference presentations and quick concise insights as well.

Latest Episodes:

Tax Planning Privacy & Attorney vs. CPA Client Privilege May 01, 2021

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Tax Interview with Thomas J. Handler, J.D., P.C. of Handler Thayer, LLP

Benefits of Closing Deals Using a Master Due Diligence Questionnaire Apr 28, 2021

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Should You Do Due Diligence on Investors? Apr 22, 2021

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How Much Does Intuition and Experience Play a Role in Due Diligence? Apr 20, 2021

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Member Spotlight Interview with Pieter Taselaar from Lucerne Capital Management Apr 14, 2021

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Interview with Josh McCallen Commercial Real Estate Investments, Wedding Venue Investor, Resort Investor, CRE Investing, Niche Investments

Investing in Resorts with Wedding Venues - Strategy Review Interview Apr 12, 2021

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Interview with Josh McCallen Commercial Real Estate Investments, Wedding Venue Investor, Resort Investor, CRE Investing, Niche Investments

Unique Investment Offering Positions Apr 07, 2021

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Keywords: Due Diligence, Business Competitors, Full Disclosure, Know your competition, direct competitors, indirect competitors.

Earning Trust by Being Transparent on Bad Investments Apr 05, 2021

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Richard C. Wilson of the Family Office Club discusses the importance of owning your mistakes early on to build trust in an investment relationship. Keywords: Investors, Due Diligence, Bad Investments, Investment Losses, Investment Mistakes, Honesty, Deal, Transparency

Top 5 $100K Mistakes to Avoid Apr 02, 2021

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Richard C. Wilson of the Family Office Club discusses easily avoidable mistakes you can make when preparing to look for Investment. Keywords: Investors, Investments, Top 5 Investment Mistakes, Top five Investment Mistakes, Capital Raising Mistakes, Due Diligence, Prepared, Investment Homework, Investment Research.

A Strategy to Convert Active Income to Passive Income - A Tax Interview with Tom Wheelwright Apr 01, 2021

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Richard C. Wilson of the Family Office Club interviews Tom Wheelwright on converting active income to passive income. A Tax Interview with Tom Wheelwright Keywords: Tax, Tax Strategies, Tax Expert, Business Tax Expert, Investment Tax Expert, Tom Wheelwright Author, Tom Wheelwright Books