Family Office Podcast - Private Investor & Investment Insights

Latest Episodes:

How to Structure a Virtual Family Office Apr 05, 2020

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Richard C. Wison speaks on setting up a virtual family office and what you should be thinking instead of: "Do I need an SFO or and MFO well, I'm only worth 15 million or 25 million. I'm not a family office type individual, so I can't really consider that path." The option is to create a virtual family office. What alot of people overlook is that many people who are very experienced in dealing with $100 million+ families will still work with you at 15 to 25 million on a carved-out basis/ an ad hoc basis. When you need their help or on a unique basis, it's different than becoming a full-fledged client with him. Another thing to keep in mind is that if you want to leverage the tens of millions and overhead that private banks for wealth management firms have. You can access some of their managers that have been fully due diligence to access some of their strategies and connections by the thousands of employees and do so on an ad hoc basis.

Standard & Common Investment Management Fees from Funds & Independent Sponsors Apr 05, 2020

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Richard C. Wilson speaks on industry-standard investment management fees. If you are searching online for them and you're not familiar with them, I am 90% sure that you're either an investor that doesn't know what's the norm. Anyone make sure you negotiate and don't pay above-average fees. Or you're someone who is starting an investment firm, an independent sponsor firm, a real estate development firm raising capital for something, and you're not sure what the industry standard is. But it's really the wrong question to ask. The most important thing to ask is, you know, is my team industry-standard credibility? Do we have the industry-standard track record to even industry-standard or above offering?

Private Investor Mandate Interview Focused on Consumer Products & Amazon Companies, FinTech and BioTech/Healthcare Apr 03, 2020

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Richard C. Wilson interviews Private Investor that focuses on Consumer Products & Amazon Companies, FinTech and BioTech/Healthcare.

Retail & Apartment Building Investor Mandate Interview Apr 03, 2020

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Richard C. Wilson interviews Private Investor that focuses on Consumer Products & Amazon Companies, FinTech and BioTech/Healthcare.

Common Mistake of Experienced Investment Advisors Apr 03, 2020

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Richard C. Wilson, CEO, and president of the Family Office club identified the most common mistake that he has seen capital raisers make. They make the mistake of taking success with a direct investment model. Where there's no funds and turned it into fund model. The mistake is that they go to their current investors already like them, trust them and invest with them and say," Hey, would you be open to coming in my fund?" And they say, "Yes, sure", because I've already invested in four of their deals but people have not invested with before may not want to come into the fund is gonna be harder. They're trading one headache for another headache of their own pain of running around and finding the investors they need to close a deal in 6 to 8 weeks and independent sponsor model for the headache of promising a blind pool to investors within a fund model. And I would always rather to the headache is more hard work for me in the thing, which is going to really stop investors from considering a deal. I've seen people who have raised $300 million in direct investments, not be able to raise a $10 million fund.

Investment Structure Strategies Apr 02, 2020

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Richard C. Wilson's Webinar where he explains Investment Structures and strategies. Useful information for both capital raisers and investors alike.

Leading the Pack: How firms in new explosive areas of growth are differentiating and staying ahead of the curve Apr 02, 2020

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Discussion panel from our 2019 Family Office Super Summit in Miami, FL

Midwest Multi-Family Office Investor Mandate Interview on Opportunity Zones & Fund Manager Investing Apr 01, 2020

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Richard C. Wilson shares his thoughts and strategies on ways that an Investor can prepare for a recession, the ups and downs of the economy and unforeseen circumstances.

Balance Sheet, Strategy, and Location Real Estate Investment Components Apr 01, 2020

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Ways for Investors to Prepare for a Recession Mar 31, 2020

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Richard C. Wilson shares his thoughts and strategies on ways that an Investor can prepare for a recession, the ups and downs of the economy and unforeseen circumstances.