Family Office Podcast - Private Investor & Investment Insights cover art

Family Office Podcast - Private Investor & Investment Insights

By: Richard C. Wilson CEO of Family Office Club & Centimillionaire Advisors LLC
  • Summary

  • The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights.

    Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth.

    We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and innovative structures such as performance-fee only and Co-GP investment opportunities.

    The Family Office Club has over 4,000 registered investors and our online investor community has over 450 recorded investor mandates, with a normal 15 live events hosted a year with 6,500 participants at those live events.

    To learn more please visit http://FamilyOffices.com or call (305) 503-9077 Investors can access our deal flow at HTTP://InvestorClub.com and HTTP://DoctorsInvestorClub.com

    © 2024 Family Office Club, LLC 2020
    Show More Show Less
Episodes
  • Characteristics of People Who Investors Love to Allocate Capital To
    May 15 2024

    Join Richard Wilson at the Family Office Club as he shares insights on the characteristics that investors love when allocating capital.

    Discover what it takes to be the highest quality individual in the room, drawing inspiration from Warren Buffett and other successful investors.

    Learn how being a class act, passionate, and joyful can attract investors, along with traits like long-term thinking, consistency, and emotional intelligence.

    Gain valuable tips on building trust, serving investors, and becoming a winner in the eyes of ultra-wealthy investors.

    Dive into the world of successful investing by visiting FamilyOffices.com and InvestorClub.com today!

    ----

    Welcome to the "Private Investor Club - 7,500 Investors. Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.

    Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.

    To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.com

    To register with us as an investor to access live community events please visit https://InvestorClub.com

    We have free web classes and books for you to download at https://lp.FamilyOffices.com/book
    https://CapitalRaising.com

    To date, our podcast and YouTube content has been downloaded over 5 million times.

    Show More Show Less
    5 mins
  • Mistakes You Are Making If You Are New to Working With Ultra-Wealthy Investors
    May 14 2024

    It takes time, effort, and dedication in order to get on the radar with ultra-wealthy investors. That's why when you eventually do reach that pivotal stage, you avoid some of the most common mistakes that up-and-coming business owners make when working with the 0.001% of investors.

    They want to work with someone who they can not only trust but that they believe in as the clear choice among all of the other competitors. You need to have high conviction as well as a clear and concise business plan that shows investors why they should close a deal with you vs everyone else in your industry. And the best way to do that is to stay clear of some of the most common pitfalls and mistakes that often separate hard-working business owners from the capital they need to grow.

    If you're new to working with ultra-wealthy investors, watch this video to learn about common mistakes you may be making. Featuring insights from family office expert Richard C. Wilson, this video will help you navigate the world of high-net-worth clients successfully.
    ------------------------------------------
    Welcome to the "Private Investor Club - 7,500 Investors". Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.

    Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.

    To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.com

    To register with us as an investor to access live community events please visit https://InvestorClub.com

    Show More Show Less
    8 mins
  • How to Put Together A Pitch Deck That Investors Will Love
    May 9 2024

    Crafting a compelling pitch deck is crucial for attracting potential investors, but what exactly are they looking for? In this panel discussion featuring ultra-wealthy investors, we delve into the essential elements that they do - and don't - want to see.

    If you want to raise capital for your business, then you need to understand the art of building a presentation that not only builds trust and credibility but also proves why you are the clear choice among everyone else in your competitive industry. Tune in to check out how you can start putting together a professional pitch deck that investors will love.

    -----

    Welcome to the "Private Investor Club - 7,500 Investors. Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.

    Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.

    To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.com

    To register with us as an investor to access live community events please visit https://InvestorClub.com

    We have free web classes and books for you to download at https://lp.FamilyOffices.com/book
    https://CapitalRaising.com

    To date, our podcast and YouTube content has been downloaded over 5 million times.

    Show More Show Less
    6 mins

What listeners say about Family Office Podcast - Private Investor & Investment Insights

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.