Family Office Podcast - Private Investor & Investment Insights

Latest Episodes:

Pitch Process Points May 19, 2023

Show notes

Pitching your offer to investors requires following a point-by-point process to ensure that you can close the deal.

Think about your current pitch, then ask yourself whether or not you have high conviction going into the deal and whether or not you are adding value to investors.

See more in the full video here: #pitchprocess #pitch #investors #investorspitch #investmentprocess #investingstrategies -------------------- 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.

My Most Popular Books & How I Designed My Covers May 18, 2023

Show notes

We always say not to judge a book by it's cover, but most of the time, people do this anyway - including investors.

If you've been considering writting up any type of publication, whether it's a book, blog post, etc. then your cover needs to be dialed in to grab attention.

Check out this example on the right way and the wrong way to design a cover: #bookcover #investors #investorbooks #design #bookdesign #books #goodreads #investingstrategies -------------------- 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.

High Conviction - Why It Works May 16, 2023

Show notes

Nobody will take you more seriously than you take yourself - especially ultra-wealthy investors.

Having high conviction in who you are and what you do is one of the most compelling features of your deal, which is why it's so crucial to develop.

See the full presentation here on high conviction and why it works: #highconviction #ultrawealthy #investors #dealmaking #investorsdeals #investingstrategies #investingtips #wealthmanagement #wealthbuilding -------- 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.

Positioning Foundation for Marketing & Pitch Materials May 10, 2023

Show notes

- Do you understand you investors fully? - What they want? - What their frustrations are? - What your competitors can offer them? If you're unsure about any of these, or where your competitors stand on the field, then you may need to work on your own positioning in your market. Check out the full presentation from Richard C Wilson here: #pitchdeck #pitchmaterials #marketing #positioning #familyoffice ______________________________ 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/singlefamilyoffice/ iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2 Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdf Facebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/ 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.

16 Year View of The Forest May 08, 2023

Show notes

Have you ever wondered what everyone who has raised at least $25M+ has in common? After 175 live events, 600 pitch deck reviews, and 780 created assets, we know the golden threads that everyone raising capital must follow for success. Check out our complete 16-year view of the forrest here: #capitalraising #raisingcapital #assets #wealthmanagement #wealthbuilding #pitchdeck #investingtips #familyoffice --------------------------- 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/singlefamilyoffice/ iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2 Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdf Facebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/ 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.

How to Get Higher Returns with Scale & Diversification Potential | Guest Speaker Rick Courtney May 03, 2023

Show notes

Today's episode features special guest speaker Rick Courtney from Essential Realty Partners, who shares his secret on how to see higher returns with scale and diversification potential. For anyone in the real estate space, this is a important tip on how you can add value to your portfolio to withstand the current market volatility. Watch the full episode here: #diversification #investingtips #investing #investingstrategies #investment #realestateinvesting #realestateinvestingtips #realestate #investors --------- 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/singlefamilyoffice/ iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2 Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdf Facebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/ 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.

Interview with Dr. Harry Kloor from Beyond Imagination May 02, 2023

Show notes

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/singlefamilyoffice/ iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2 Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdf Facebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/ 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.

$100M Rainmaker Series | Summary Apr 26, 2023

Show notes

The final episode of our $100M+ Rainmaker Series is now available to view! Watch the full series recap from Richard C. Wilson, and be sure to check out any modules you may have missed on our YouTube channel. We hope you enjoyed this video series on advanced capital raising strategies to help you close deals and raise more capital than ever before. #familyoffice #familyofficeclub #familyoffices #insights #investingtips #realestateinvesting #capitalraising #raisingcapital #investorsummit #investingstrategies #investingstrategy #bestpractice #investors ---------------------------- 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/singlefamilyoffice/ iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2 Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdf Facebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/ 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.

Insights from 100 Capital Raisers who Raised $100M+ | BONUS Episode Apr 25, 2023

Show notes

What better way to gain valuable insight on capital raising than from those who have already raised over $100M+? At each of our live investor summits, we have a line-up of speakers who will give a quick 10-15 minute presentation, each with something important to take away. Check out more on some of our top capital raising strategies and best practices here in the full module of this bonus episode of our $100M Rainmaker series: #insights #investingtips #realestateinvesting #capitalraising #raisingcapital #investorsummit #investingstrategies #investingstrategy #bestpractice #investors ---------------------------- 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/singlefamilyoffice/ iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2 Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdf Facebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/ 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.

Becoming Institutional Quality | Ep 17 Apr 24, 2023

Show notes

In order for investors to take you seriously, you need to check all the boxes when it comes to institutional quality.

If you want to close a deal, you need to be adding value where no one else is while establishing and maintaining your tone of professionalism.

See the full video here to discover what it truly means to become institutional quality:

#institutionalquality #institutional #quality #capitalraising #raisingcapital #investingtips #realestateinvesting #familyoffice ------------ 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/singlefamilyoffice/ iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2 Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdf Facebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/ 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.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Family Office Podcast – Private Investor & Investment Insights

Related Podcasts

Links

Stay Connected