Family Office Podcast - Private Investor & Investment Insights

Latest Episodes:

Serving Billionaire Families Sep 18, 2015

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In this episode of the Family Office Podcast, Richard C. Wilson talks with Mary Starkey from Starkey International Institute. In this interview Richard talks about a few different ways to serve billionaire families. Topics that come up in this interview are estate management, household management, and how to lower the level of chaos billionaire families are experiencing.

To learn more about family offices visit http://FamilyOffices.com

Family Office Board of Advisors Tips Aug 26, 2015

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In this episode of the Family Office Podcast, Richard C. Wilson gives you tips on how to build your board of advisory counsel for your Family Office.

If you are looking to add members to your family office we can help, learn more at FamilyOfficeExecutiveSearch.com

Family Office Real Estate Investing Jul 31, 2015

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On this episode of the Family Office Podcast, Richard C. Wilson speaks with Michael Panich, Vice President with Dylan Investments, a real estate focused family office.

Three Strategies to Create New Wealth in the Next Generation Apr 27, 2015

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In this podcast episode, Richard C Wilson discusses three things you can do to help ensure multi-generation wealth creation. Much of the industry is focused on capital preservation, but those of you who have created your own wealth will agree that the best defense is the best offense. Creating new value for customers, whether it is in a new industry or the industry where the family created their wealth, is one of the best ways to preserve, protect, and grow wealth as a family.

To learn more ways to create new wealth in the next generation, stay tuned to FamilyOffices.com

Family Business Pitfalls & Best Practices Mar 16, 2015

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On this episode of the Family Office Podcast, Richard C Wilson, founder and CEO of the Family Office Club speaks with Lee Hausner, Senior Managing Director at First Foundation Advisors. Dr. Hausner provides family consulting services to family offices around the world. In their discussion they touch on how to successfully transfer wealth in a family office, the process of creating family office governance, and family business pitfalls and best practices.

Family Office Direct Investments Feb 02, 2015

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In this podcast episode, Richard C. Wilson, CEO of The Family Office Club, Interviews Michael Connor the director of Investments at Consolidated Investment Group, a $1B+ single family office. In this Interview Michael Connor disucsses his experiences working with the single family office and provides some helpful information about the direct investments they have made over the years. Michael Connor will be speaking at our annual Single Family Office Summit, you can learn more about this event and more at http://WilsonConferences.com

What is a Family Business Dec 08, 2014

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In this podcast episode, Richard C. Wilson discusses exactly what a family business is. Typical family business have the whole family involved in the business. This can often lean to succession and governance problems. To learn more about family offices please visit http://FamilyOffices.com

Family Office Investing Trends And Innovations Nov 18, 2014

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This podcast episode showcases Richard C. Wilson's recent interview with Jim Fried on Fried on Business. The podcast talks about family office trends and innovations. A family office is simply a holistic, full balance sheet wealth-management solution. Easier way to say it is think of the wealth-management firm that manages every financial aspect of your life from a 360 degree perspective. And there’s really only two types and luckily it’s really simple. There are single Family Offices for one family or one individual and then there are multi-Family Offices which are basically when four families, ten families or four hundred families are being served by one multi-family office.

Family Office Super Summit Invite Nov 03, 2014

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Join us at the Family Office Super Summit, the #1 largest family office conference of 2014, our 3-Day Family Office Super Summit this year in Miami features 50+ speakers, a day dedicated to $1B+ family offices, dozens of single family offices, and hundreds of delegates.Register at http://WilsonConferences.com

Family Offices in Offshore Tax Havens Oct 13, 2014

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This Podcast episode talks about family offices and their concentration in offshore tax havens like the Cayman Islands.

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