Family Office Podcast - Private Investor & Investment Insights

Latest Episodes:

Investment Pitch Decks & Capital Raising Materials | Ep 6 Apr 05, 2023

Show notes

Family Office Club covers the ins-and-outs of preparing capital raising materials in our 5 - 6 hour long workshops, but we've condensed the basics into less than 6 minutes. We talk about the same successful processes and strategies for you that we have developed over 16 years in attracting investors to our own firm. Check out Episode 6 of the $100M Rainmaker Series to see why having a professional set of capital raising materials is a necessity for getting deals done. #pitchdeck #familyoffice #investingtips #capitalraising #infographic #investment #investmentadvice #oneliner #onepage #branding #investmenttips #workshop #brandingstrategy #marketingtips ------------ 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.

Unlocking Investor Influence | Ep 5 Apr 04, 2023

Show notes

When raising capital, it's always important to know the type of investor that you want to target - and even more important to understand how to influence them effectively. If you want to give yourself an unfair advantage in your market, you need to focus on attracting the right types of investors to your deals because these are the types who you can influence more. Listen to the full episode here to start your week with value-driven insights for this critical set of strategies: #investingtips #investors #investingstrategies #familyoffice #dealmaking #investorinsights #influence #investing #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 ►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.

Constructing Your Compelling One-Liner | Ep 4 Apr 01, 2023

Show notes

Your one-liner is one of the most crucial components to include on your capital raising materials.

It is free of charge, takes only a few minutes to create - and yet almost no one has this when we first see their materials.

See why a compelling one-liner is so important in Module #4 of the $100M Rainmaker Series:

#oneliner #strategy #positioning #investors #investingtips #brandingforinvestors #positioningforinvestors #investing #brandingstrategy #brandpositioning #branding ---------------------- 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.

Branding & Positioning for Investors | Ep 3 Mar 30, 2023

Show notes

Branding is something that a lot of people overlook, especially if they already have an idea of how they want their brand to present itself.

It's important to really dial in what you want the core message of your brand to be so that way it doesn't distract from who you are or what you do.

See why branding and positioning are both keys to use for better interactions with investors.

#Branding #positioning #investors #investingtip #brandingforinvestors #positioningforinvestors #investing #brandingstrategy #positioningbrands #Brandpositioning ---------------------- 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.

Investor Demographic Target | Ep 2 Mar 28, 2023

Show notes

We want to give you an unfair advantage when raising capital and working with investors. The next strategy that we cover will show you exactly why it's so important to know the type of investor that you want to target and how to do this effectively. Watch Episode 2 of our $100M Rainmaker mini-series here: #familyoffice #nichemarket #niches #raisingcapital #capitalraising #investingtips #realestateinvesting #realestatemarket #realestateinvestingtips #investingstrategies #targetmarketing #nicheideas #nichemarketing #demographics ---------- 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.

Capital Raising Mindset | Ep 1 Mar 24, 2023

Show notes

There are a lot of different angles and views on what it takes to be really successful when raising capital. The bottom line is that people want to like and trust you before they recognize you as a class-act professional with high integrity. check out Episode 1 of our $100+ Rainmaker series here: #capitalraising #raisingcapital #mindset #successmindset #wealthbuilding #wealthmanagement #wealthymindset ------- 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.

Introduction to $100M+ Rainmaker Series Mar 23, 2023

Show notes

Welcome to our $100M+ Rainmaker Mini-Series! This will be a 17-module series on advanced capital raising strategies to help you close deals and raise more capital than ever before. We hope that by the end, you'll have acquired the same amount of knowledge and insight as you would over an hour-and-a-half long dinner with Richard C. Wilson, founder of Family Office Club. #rainmakers #rainmakerseries #capitalraising #familyoffice #raisingcapital #strategies #wealthbuilding #wealthmanagement #dealmaking #investingtips #investors #investingstrategies #investing #wealthstrategies ------- 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.

Exclusive Audio Interview with Tony Robbins (Billionaire Owner of 110 Companies) Mar 22, 2023

Show notes

We're super excited to share this interview with renowned billionaire and public speaker, Tony Robbins! So many people have had their lives changed by the insights, advice, live events, books, etc. put out by Tony and his hardworking team, so it was a great opportunity for Family Office Club. Tune in to the full audio interview here: #billionaries #tonyrobbins #insights #familyoffice #familyoffices #interviewwithbillionaires ------------- 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.

8 Insights for Private Investors & Single Family Offices Mar 21, 2023

Show notes

One of the top suggestions that we always provide for private investors is to use Gross Revenue Royalties while structuring business deals.

We're always coming up with lists of best practices to use, regardless of how long you've been in the game.

See Richard C. Wilson's full clip on the Top 8 Insights for private investors and single family offices. #familyoffices #privateinvestors #investorclub #singlefamilyoffice --------------------------- 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.

Mental Models for Exponential Growth | Guest Speaker Eben Pagan Mar 20, 2023

Show notes

Eben Pagan is the Co-Founder of FutureScope and The Virtual Coach.

Eben has had a huge influence on how Family Office Club has approached certain obstacles and challenges over 16 years and how we have achieved our own exponential growth.

Eben's full presentation here from our '22 Super Summit.

Listen to this podcast. #mentalmodels #ebenpagan #investorclub #exponentialgrowth --------------------------- 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.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Family Office Podcast – Private Investor & Investment Insights

Related Podcasts

Links

Stay Connected