Family Office Podcast - Private Investor & Investment Insights

Latest Episodes:

Capital Raising Mistakes to Avoid | Ep 16 Apr 21, 2023

Show notes

We see many common, yet easily avoidable mistakes, across the capital raising materials we review every month. Some of these mistakes may end up costing you more than you can afford to lose, which is why it's so important to take these steps before your next pitch: #capitalraising #raisingcapital #investingtips #realestateinvesting #investmentinsights #investmentadvice #familyoffice #investingmistakes #capital ------------ 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.

Finding Investors | Ep 15 Apr 20, 2023

Show notes

After you've defined your investor avatar, you can then start to reach out to your leads and pitch your offer. Remember, you must find a way to stay focused while adding value where no one else has if you want a real chance at closing a deal. Check out the full clip here to see how you can start finding warm investor leads today: #investingtips #investors #realestateinvesting #investorinsights #avatar #investment #investmentadvice ------------------------ 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.

Preparing For & Surviving Due Diligence | Ep 14 Apr 19, 2023

Show notes

Out of our 17 Modules of the $100M Rainmaker Series, this is one of the most important to understand. If you want to survive due diligence, you need to be able to respond quickly and not get too emotional when you don't get the types of responses you hoped for. See Richard C. Wilson's full breakdown here: #duediligence #diligence #preparingforduediligence #raisingcapital #closingdeals #Survivingduediligence #investing #investmentinsights --------- 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.

3 High Conviction Compelling Advantages | Ep 13 Apr 18, 2023

Show notes

If you want to raise more capital than you did last year or the year before, then you must have at least 3 high-conviction advantages that let you stand out from competitors.

It's not nearly enough just to have the terms of your deal in your pitch - you need to explain why investors should go with you over everyone else.

Module 13 of the $100M Rainmaker Series shows you exactly how to do this:

#advantages #highconviction #conviction #compellingadvantages #advantages #raisingcapital #closingdeals #investing #investmentinsights --------- 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.

Vetting Sponsors & Partners | Ep 12 Apr 14, 2023

Show notes

You might be really great at raising capital, but if it's for the wrong people, it can be a huge waste of your time and money.

To avoid spoiling your hard work and expertise, it's important that you work with people who you enjoy working with - and who you can trust.

See the full episode here to see why vetting your sponsors and partners is so important.

#vettingsponsors #partners #sponsors #bestpractice #capitalraising #raisingcapital #closingdeals #investing #investmentinsights ------- 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.

9 Insights After 16 Years Running Our Investor Club | Ep 11 Apr 13, 2023

Show notes

We have been in the private investor space for over 16 years, which has not come without its share of mistakes and new insights. From what not to do, to the best practices, we know what goes into closing deals and raising capital 5-10X faster. See the full breakdown here in Module 11 of the $100M Rainmaker Series: #investingtips #insights #bestpractice #capitalraising #raisingcapital #closingdeals #investing #investmentinsights ------- 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.

5 Insights from 150,000+ Emails Sent | Ep 10 Apr 12, 2023

Show notes

Over the last 16+ years, we've sent over 150,000 emails, and we've learned quite a few lessons along the way.

Email campaigns, if done correctly, can yield more opportunities for your business and also help you to raise more capital and close more deals.

See Richard C. Wilson's 5 key takeaways from some of our top email campaigns in Module 10 of the $100M Rainmaker Series:

#email #emailblast #familyoffice #billionaire #billionaries #investingtips #investors #familyoffices ------------ 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.

Exclusive Interview with Tony Robins | Ep 9 Apr 11, 2023

Show notes

We are thrilled to announce that we have completed 25 interviews out of 100 for our Billionaire interview series. The current interviews include Mark Cuban, Mitzi Purdue, Jeff Hoffman, Grant Cardone, and now... Tony Robbins! See the full exclusive audio interview here: #tonyrobbins #billionaire #billionairemindset #successmindset #billionaries #investingtips #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.

Investment Structure Strategies | Ep 8 Apr 10, 2023

Show notes

Even if you have a really great deal in front of you, if the structure is not planned out properly, it can take a quick turn for the worse. Across every deal, you should be asking yourself the following questions: - Which fees and structures do you prefer? - What are Family Office headaches and struggles? - What is driving the growth of the Virtual Family Office model? #investment #investmentstructure #investmentstrategies #strategies #investors #investingtips #deal #dealmaking #deals ------------- 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

Billionaire Insights | Ep 7 Apr 06, 2023

Show notes

We currently have completed over 25 exclusive billionaire interviews where we ask 3 powerful questions to the biggest winners in the game of capitalism. The insights that they provide here can give you some fresh perspective on what it takes to build a net worth of $1B+ and how to overcome some of the biggest obstacles and challenges along the way. Listen to this podcast breakdown on where you can access these insights for FREE: #billionaireinsight #TonyRobbins #MarkCuban #entrepreneurship #investors #investingtips #wealthmanagement #successmindset #realestateinvesting --- 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

Our TOPPODCAST Picks

Follow Us

Stay Connected

Family Office Podcast – Private Investor & Investment Insights

Related Podcasts

Links

Stay Connected