Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Send us a textIn this episode, we speak with an expert from an investment bank and management consulting firm that specializes in mergers and acquisitions (M&A), business brokering, and capital raises. With years of experience in technology innovation and professional services, the guest takes us through their background, starting with Accenture, Countrywide Financial, and BofA, before founding their own firm over seven years ago.The discussion focuses on current M&A trends, including the challenges and opportunities in a volatile economy, with a special emphasis on the aging baby boomer generation and the increasing number of small businesses poised for retirement. The speaker also touches on the rise of private equity-held companies and their impact on M&A activity.Additionally, the guest shares insights on how they help family offices navigate both buying and selling, including a recent high-value transaction involving a family-owned business transitioning across generations. This episode is a deep dive into the complexities of M&A and the strategies driving successful deals in uncertain times.

Send us a textIn this episode, we sit down with a second-generation family office specializing in oil, gas, and energy investments. With 30 years of experience, the firm has evolved to take on outside capital and recently completed several full-cycle projects over the past three years. Based in North Texas, they currently have investments in the region and are even exploring the emerging carbon credit space.The discussion delves into the future of the energy industry, touching on potential disruptions driven by new regulations, market fluctuations, and opportunities for growth. The guest reflects on how the industry has shifted over the years, offering valuable insights on navigating price volatility, finding long-term project stability, and taking advantage of market downturns. Plus, they share how the family office capitalized on low valuations in the early 2000s, positioning them for success even in tough times.Tune in for a fascinating conversation on the evolving energy landscape and the strategies behind thriving in it.

Send us a textIn this episode of The Family Office Club Podcast, Joe Williams, co-founder of Keller Williams, moderates a fascinating conversation about the technology and tools shaping the real estate and investment industry. The panel of experts discusses the evolving role of technology, from basic calculators and spreadsheets to the impact of AI and data modeling tools. Despite advancements, the group emphasizes that real estate remains fundamentally a relationship-driven business, with boots-on-the-ground work and human connections still at the core of success. The conversation also delves into the unique dynamics of niche markets, the importance of local insights, and how human intuition often trumps tech-driven data when it comes to making key decisions. Tune in to hear how these seasoned professionals balance technology with time-tested strategies in today's fast-paced market.

Send us a textIn this episode of The Family Office Club Podcast, the panel of real estate experts discusses some of the most valuable lessons they've learned from past projects. Joe Williams, the co-founder of Keller Williams, moderates this candid conversation, where each guest reflects on a mistake they made that led to their greatest learning experience. Topics covered include the dangers of falling in love with a deal, the importance of knowing the local market, and the challenges of managing large portfolios. Join Joe and his guests as they share their real estate insights, emphasizing the importance of learning from mistakes and staying grounded in both the numbers and the realities of the industry.Tune in to hear firsthand accounts of success, failure, and everything in between!

Send us a textIn this episode, industry experts discuss the current state of the real estate market and how the interest rate environment is influencing their investment strategies. From co-GP and JV partnerships to development, they share insights into the importance of structuring deals with investor protection in mind. One panelist explains their strategy of focusing on high-growth, tax-friendly states while actively walking the properties themselves to truly understand the market.The discussion touches on the significance of finding value-add opportunities in multifamily and student housing, along with the benefits of joining forces with institutional developers. The panel also dives into the challenges posed by rising interest rates, highlighting how it has extended holding periods and created a shift in deal flow. Additionally, they touch on the current wave of distressed and semi-distressed properties, with some experts expecting more distress in the near future due to future loan defaults.This episode provides valuable insights into navigating today's real estate market and the evolving investment landscape. Tune in to hear how experts are adapting and thriving in these changing times.

Send us a textIn this episode, Joe Williams, co-founder of Keller Williams, moderates a discussion with a group of industry experts who provide valuable insights into the current market conditions, particularly regarding interest rates and their impact on real estate investments. One panelist shares their lending terms, offering packages with 6-month to 36-month durations, and interest rates ranging from 10.5% to 14%. They express optimism about the normalization of interest rates, noting that while rates may remain relatively stable, they are more comfortable with the current environment compared to the ultra-low rates seen in recent years.The panel dives into an engaging conversation, with participants offering differing perspectives on how interest rates will behave in the near future. Some believe rates will stay flat for the remainder of the year, while others predict they will fluctuate within a narrow range. Despite differing opinions, there's general agreement that rates are unlikely to shift dramatically, as many acknowledge that the era of artificially low rates is behind us.The conversation extends to the broader impact of these rate changes on the real estate market, particularly in terms of property valuation. Experts weigh in on how the higher rates have affected real estate values and lending conditions, and what it means for both investors and borrowers moving forward.

Send us a textIn this episode, several industry leaders share insights into their current investment strategies and where they are focusing their capital and energy. They discuss a wide range of sectors, from real estate to alternative investments, AI, and cutting-edge technologies like drones, flying cars, and quantum computing.One panelist highlights his "old school" approach of buying individual stocks and focusing on dividend-paying companies, such as UPS, while another cautions about niche alternative investments and emphasizes the importance of due diligence. Another investor shares how they are involved in philanthropy and real estate, particularly focusing on value-add opportunities in student housing and apartment buildings.A real estate investor emphasizes basis-conscious buying, prioritizing location, and avoiding development in uncertain markets. Meanwhile, others discuss emerging trends in AI, satellite technology, vertical takeoff and landing (eVTOL) aircraft, and quantum technology.The panel also explores how innovations in AI are shaping industries, the future of autonomous vehicles, and the rapidly growing need for infrastructure to support technologies like generative AI. With diverse perspectives from across sectors, the panel sheds light on the trends to watch in the coming months, including the impact of rising interest rates, AI-driven innovations, and the exciting future of autonomous vehicles and drone technology.

Send us a textIn this episode, several industry leaders share insights into their current investment strategies and where they are focusing their capital and energy. They discuss a wide range of sectors, from real estate to alternative investments, AI, and cutting-edge technologies like drones and flying cars.One panelist highlights his "old school" approach of buying individual stocks and focusing on dividend-paying companies, such as UPS, while another cautions about niche alternative investments and the importance of due diligence. Another investor shares how they are involved in philanthropy and real estate, particularly focusing on value-add opportunities in student housing and apartment buildings.A real estate investor shares how they prioritize basis-conscious buying, emphasizing location and avoiding development in uncertain markets. Meanwhile, others discuss emerging trends in AI, satellite technology, and the growing field of vertical takeoff and landing (eVTOL) aircraft.With such diverse perspectives, the panel sheds light on what's happening across industries and what trends to watch in the coming months, including the impact of rising interest rates, the potential of AI-driven innovations, and the exciting future of autonomous vehicles and drone technology.-----------------------------------------------------------------------------------If you are looking to grow your business, get sharper at investing, and scale you are in the right place.Our 18-year-old investor club, the Family Office Club, has 25 team members, and 17+ 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.comTo register with us as an investor to access live community events please visit https://InvestorClub.com

Send us a textIn this episode, a seasoned investor with 25 years of experience in commercial real estate and finance shares invaluable insights into their journey and approach to business. The conversation delves into the evolution of their family legacy, navigating through various investments like alternative assets, hedge funds, and ETFs, as well as their focus on commercial real estate. They discuss the importance of diversification, risk management, and the impact of interest rates on investments. The speaker also reflects on the mistakes made throughout their career, including missing out on understanding market fundamentals, and how they've learned to balance their portfolio for long-term success. The episode touches on lessons learned from the real estate industry, venture funding, and the world of technology, offering practical advice on building resilience and scaling businesses effectively.

Send us a textIn this episode, a seasoned hotel industry veteran with over three decades of experience shares his valuable insights into the evolving hotel landscape. He discusses his background working with top companies like Marriott, Blackstone, and Pebblebrook, and explains how his company, Parkrise Suites, is focusing on two key verticals: franchise royalties and asset acquisitions. With a keen eye on the gap in the hotel market, he highlights the potential of converting and repositioning existing properties to cater to the unaddressed space between extended stay hotels and furnished apartments.He also dives into the challenges and advantages of focusing on acquisitions over new development, especially in the face of rising construction costs. His expertise in reducing operational costs, such as labor, provides a unique edge in the industry. He shares two key insights for success: curiosity, to stay ahead of market trends, and resilience, as the driving force behind overcoming challenges and learning from failure. This episode offers a deep dive into the hotel industry's transformation and the mindset needed to thrive.

Send us a textIn this episode, we dive into the blueprint for failure and the many ways you can succeed in business, emphasizing the importance of proper security, vetting your partners, and thorough research. The discussion covers essential topics like UCC searches and the political impacts of laws such as the Corporate Transparency Act, which everyone in business should be aware of. Our guest shares their journey from real estate to private credit and how the generational wealth transfer is shaping the future of investments. Key advice includes the importance of saying "no" when something feels off, the concept of two-way vs. one-way doors in decision-making, and how to avoid falling into common traps that can derail your success. The episode is full of practical insights and strategies for anyone navigating the world of real estate, finance, or business.-----------------------------------------------------------------------------------If you are looking to grow your business, get sharper at investing, and scale you are in the right place.Our 18-year-old investor club, the Family Office Club, has 25 team members, and 17+ 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.comTo register with us as an investor to access live community events please visit https://InvestorClub.com

Send us a textIn this exclusive webinar replay, Richard C. Wilson—CEO of Family Office Club and founder of the #1 investor club worldwide—walks you through the Full Stack AI Toolset designed specifically for capital raisers, founders, and investors. These proprietary tools were built using insights from over 1,000 investor talks, 75 events, and 22,000 investor profiles, and are trained on 5M+ data points to give you an unfair advantage in the investment landscape.Discover how to:- Pinpoint top investors using the Investor Pipeline Builder- Craft sharp one-liners with the 1 Line Capital Raising Pitch Tool- Score and refine your deck using the Pitch Deck Success Score AI- Analyze emails instantly with the Investor Email Analyzer- Simulate investor meetings with Instant Partner Insights- ...and access exclusive intelligence through tools like Billionaire Collective Intelligence, Investor Club Navigator, and Dewey the Due Diligence Advisor.Whether you're raising your next round or strategically deploying capital, this webinar breaks down how to harness AI to close smarter, faster, and with more confidence.Watch the full webinar replay or listen to the full podcast episode now to dive deep into each tool and how to activate them for your business.#FamilyOfficeClub #InvestorTools #CapitalRaising #AItools #AIforInvestors #RichardWilson #CapitalRaisers #Investorclub #InvestorAI #InvestorAItools #AIwebinar #ArtificialIntelligence #InvestorTools #DueDiligence #DueDiligenceTools

Send us a textIn this session at our Family Office Club Panel Discussion with investors on the Preferences and Strategies of Ultra-Wealthy Private Investors, Ken shares his expertise on a variety of asset classes including venture capital, private equity, real estate, public stocks, bonds, and private credit. He delves into the current challenges in venture capital, the growing influence of secondary markets, and the crucial role of private equity firms in having a clear exit strategy. Ken also highlights emerging trends in private credit and real estate, offering valuable insights into what sets these asset classes apart. His advice on sourcing investment opportunities and understanding the differentiators of top-performing firms provides essential guidance for investors navigating today's complex landscape.

Send us a textIn this episode, Daniel Puder, CEO of My Life My Power World Inc., takes us on an inspiring journey through his multifaceted career—building schools, expanding into real estate and tech investments, and making a massive impact in the community. He announces a groundbreaking partnership with an investment bank in real estate tech and state-funded brick-and-mortar schools.Joining him in this insightful conversation are former and current professional athletes who share their stories, experiences, and life lessons. You'll hear from Khari Blasingame, a current NFL player, Lisa Carmen Wang, founder of Bad Bitch Empire and former professional gymnast, Elston Ridgle, a former NFL athlete turned global construction expert, and Cain Velasquez, a former UFC fighter.They dive deep into the mental resilience, discipline, and transferable skills that athletes bring to their post-sport ventures in real estate, tech, and beyond. The group discusses how to visualize success, set powerful goals, and overcome challenges, offering valuable tips on building wealth, investing smartly, and staying disciplined in all aspects of life.If you're looking for inspiration and practical advice on how to achieve success, whether in sports or business, this episode is a must-listen!

Send us a textIn this insightful fireside chat, Isabel shares her journey from real estate to venture capital, revealing how their family office successfully expanded across both sectors. With over 300 venture investments and 100 real estate transactions under their belt, Isabel discusses how the Nathan Family Office blends real estate expertise with high-growth tech ventures, highlighting their recent focus on data centers and AI infrastructure. She also dives into the strategic decisions that have led to their success, such as bringing in outside capital and establishing long-term partnerships. Isabel provides valuable advice on finding the right partners, conducting due diligence, and creating investment vehicles that maximize returns. She also talks about the importance of building relationships, being open to new markets, and the excitement of opening their first international office in Bangalore, India. A must-watch for anyone interested in understanding the evolving dynamics of family offices and high-impact investments.---------------------------------- Welcome to the Family Office Club podcast!Our 18-year-old investor club, the Family Office Club, has 25 team members, and 17+ 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.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe 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.  Have a nice day!

Send us a textIn this engaging fireside chat, Larry Namer, the co-founder of E! Entertainment Television, sits down with Richard C. Wilson, founder of the Family Office Club, to discuss his extraordinary journey from starting as a cable splicer in New York to building a multi-billion-dollar media empire. With over 50 years of experience in the entertainment industry, Larry reflects on his entrepreneurial path, groundbreaking innovations, and scaling strategies. He also delves into his new book Offscript: Never Follow the Crowd, sharing lessons learned throughout his career, including the value of bold decision-making, simplifying complex ideas, and navigating the entertainment industry.Larry's journey spans from his early days in the cable business to his pioneering work in Russia and China, offering valuable insights into passion, failure, and business resilience. This conversation highlights the mindset and strategies that allowed Larry to successfully build E! Entertainment and revolutionize media.Key takeaways from this fireside chat include:- Bold decision-making and negotiation strategies that propelled E!'s success.- The importance of finding a sustainable path in business rather than just following passion.- Insights on overcoming complex industry challenges with simplicity and perseverance.- Larry's reflections on how to innovate and scale in the ever-evolving media landscape.This conversation with Richard C. Wilson, founder of the Family Office Club, offers an invaluable look into the mindset of an entrepreneur who has built something from the ground up and navigated the media world's biggest challenges.---------------------------------I hope you are enjoying the Family Office Podcast produced by our investor club, the Family Office Club.We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing, and scale you are in the right place.Our 18-year-old investor club, the Family Office Club, has 25 team members, and 17+ 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.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download at https://familyoffices.com/book/https://CapitalRaising.comTo date, our podcast and YouTube content has been downloaded over 5 million times.  

Send us a textIn this insightful fireside chat, Richard C. Wilson, CEO of Family Office Club, sits down with Michael and Samantha Guthrie, founders of Pacific Capital LLC. With over 28 years of experience in the ATM industry, they built one of the top five largest ATM networks, achieving an eight-figure valuation and successfully exiting last year. Today, they focus on investing their wealth, reducing tax liabilities, and helping others achieve financial independence.Throughout the conversation, Michael and Samantha share their secrets to success, from adopting innovative business models to navigating the complex process of their exit. They dive deep into their "win-win-win" approach, emphasizing the importance of strategic partnerships and viewing competitors as potential collaborators. Additionally, they explore their transition into the world of investing, focusing on passive investing, real estate, and emerging trends in wealth management.Key takeaways include:How thinking outside the box with a wholesale distribution model helped scale their ATM businessThe value of partnerships and collaboration, even with competitorsLessons learned during their business exit and how they maximized their valuationTips for entrepreneurs on scaling businesses and navigating successful exitsInsights into real estate and investment strategies post-exitThis fireside chat offers valuable lessons for entrepreneurs, investors, and anyone interested in the world of business exits, investments, and wealth management. Michael and Samantha's story highlights the entrepreneurial mindset and the power of building strong relationships in business.

Send us a textIn this exclusive fireside chat from our Family Office Club event, Richard C. Wilson, CEO of Family Office Club, sits down with John Lattera, co-founder of Fairbridge Asset Management, for an insightful conversation on how to build a billion dollar real estate platform. With over 25 years of experience, John shares his journey from managing small local deals to scaling a real estate empire valued at over a billion dollars.John opens up about the importance of transparency, risk management, and staying disciplined in the world of real estate. He dives into how institutional investors found him by his commitment to institutionalizing his platform, using audits, fund administrators, and ensuring financial diligence. He emphasizes the value of being authentic, focusing on the downside, and always having "skin in the game."Richard and John also explore the key strategies for recruiting top talent, why walking a property is non-negotiable, and how a good deal can speak louder than a great pitch. This fireside chat is packed with invaluable insights for real estate professionals, investors, and anyone looking to scale their business in the competitive world of real estate.If you're eager to learn more about the mindset and strategies behind building significant wealth in real estate, this episode is a must-listen.

Send us a textWelcome to this exclusive interview with the legendary Fran Tarkenton. Widely regarded for revolutionizing the quarterback position with his incredible scrambling ability, Tarkenton led the Minnesota Vikings to three Super Bowl appearances in the 1970s. Over his 18-season NFL career, he earned the 1975 NFL MVP award and set numerous records that still stand today.But Fran's achievements extend far beyond the football field. While he earned approximately $1.2 million during his career, Tarkenton went on to build a remarkable fortune, amassing a net worth of over $300 million. His success in business includes founding Tarkenton Software and making savvy investments, including a notable stake in Apple Inc.In this exclusive conversation, Fran shares insights from his legendary football career, his entrepreneurial journey, and the strategies that have made him a successful businessman. Don't miss out on hearing from one of the most iconic figures in both sports and business.Discover more about Fran Tarkenton's incredible journey and explore other exclusive billionaire interviews on our website: https://billionaires.com/

Send us a textIn this powerful interview, Dan Puder sits down with Marques Colston, the all-time leading receiver for the New Orleans Saints and a Super Bowl champion, to discuss the mindset, discipline, and investment strategies that set top performers apart.

Send us a textJoin the #1 Investor & Founder Community – Family Office Club! Hello, Richard Wilson here, founder of the Family Office Club! If you're an entrepreneur, investor, or founder looking to scale your business, raise capital, or connect with high-net-worth investors, this video is for you.At Family Office Club, we bring together:✅ Superfounders who've scaled to $500K–$1M+ in profits✅ Angel Investors, Billionaires & Family Offices actively investing✅ AI-Powered Due Diligence Tools to help you structure better deals✅ 16 Exclusive Investor Events annually in Beverly Hills, Dallas, NYC, & South Florida✅ A Private Network with 17M+ members, 300+ live events, and elite-level insights

Send us a textExclusive Billionaire Interview with Serge Bell | Billionaires.com

Send us a textLooking to get the most out of investor events? In this video, Richard Wilson, founder of the Family Office Club, shares his expert strategies for maximizing ROI, building valuable connections, and understanding key deal structures at investor events.With nearly two decades of experience and over 300 live events hosted, Richard provides actionable insights on how to network effectively, conduct due diligence, and grow your investment opportunities. The Family Office Club event promises to elevate your investment knowledge and help you grow your network.Key Highlights:- Learn how to maximize ROI from attending investor events- Understand how to structure deals effectively and identify key opportunities- Expert tips on networking and connecting with investors at all stages- Strategies for working with family offices, high-net-worth individuals, and entrepreneurs - Insights on high-quality investment opportunities and deal-making strategiesIf you're looking to gain valuable insights into the world of investment and business growth, this video is a must-watch! -------------------------------------------------------------------------Get ready for an incredible lineup of investment events in 2025! https://familyoffices.com/Join us in Beverly Hills for the Super Summit (March 4-5, 2025), featuring Billionaire Keynote Speakers, 75 Investors on Stage, and the chance to connect with 200 investors.Other key events:Investor Masterminds in Dallas, Ft. Lauderdale, and Beverly Hills (April 2025) focusing on scaling in uncertain times.The Single Family Office Summit in New York City (May 29-30, 2025) with 4 billionaires and 75 speakers.Summer Investor Summit in Honolulu (July 2025).Due Diligence Deep Dive events in New York City, Ft. Lauderdale, Dallas, and Honolulu (August 2025).Founder Wealth Code Masterminds in New York City, Beverly Hills, Dallas, and Honolulu (October 2025).And the Family Office Super Summit in Ft. Lauderdale (December 9-11, 2025).Don't miss these exclusive opportunities to meet the best in the business and advance your investment knowledge!

Send us a textThe 2024 Family Office Club Super Summit video recap with 600+ attendees and 250+ investors highlights a successful gathering focused on connecting high-level investors, family offices, founders and business leaders. The event emphasized building valuable relationships and maximizing returns through diverse investment strategies.Participants discussed investment opportunities across sectors like healthcare, technology, private equity, real estate, and sports assets.Speakers shared their experiences, from scaling billion-dollar funds to navigating sectors like medical clinics, energy, and distressed real estate. Topics ranged from angel investing to disruptive technologies like blockchain, AI, and robotics. Several attendees also highlighted how the event facilitated meaningful connections that led to funding opportunities and collaborations.The investor summit's appeal was clear: it's a must-attend for those seeking to grow their portfolios, explore new asset classes, and meet potential investors or partners. The event was particularly beneficial for entrepreneurs and investors alike, offering direct access to top-tier professionals and helping them align their strategies in a fast-moving market. Overall, the Family Office Club Super Summit is presented as an essential networking and learning opportunity for anyone serious about building wealth and influence in various industries.---------------------------------------------------------Get ready for an incredible lineup of investment events in 2025! https://familyoffices.com/Join us in Beverly Hills for the Super Summit (March 4-5, 2025), featuring Billionaire Keynote Speakers, 75 Investors on Stage, and the chance to connect with 200 investors.Other key events:Investor Masterminds in Dallas, Ft. Lauderdale, and Beverly Hills (April 2025) focusing on scaling in uncertain times.The Single Family Office Summit in New York City (May 29-30, 2025) with 4 billionaires and 75 speakers.Summer Investor Summit in Honolulu (July 2025).Due Diligence Deep Dive events in New York City, Ft. Lauderdale, Dallas, and Honolulu (August 2025).Founder Wealth Code Masterminds in New York City, Beverly Hills, Dallas, and Honolulu (October 2025).And the Family Office Super Summit in Ft. Lauderdale (December 9-11, 2025).Don't miss these exclusive opportunities to meet the best in the business and advance your investment knowledge!

Send us a textJoin us for an exclusive deep dive into the world of multi-family offices, wealth advisors, and billion-dollar investment strategies. This panel brings together top financial experts managing billions in assets, sharing insights on alternative investments, private equity, real estate syndications, hedge funds, and the future of wealth management.

Send us a textJoin Richard C. Wilson as he sits down with Larry Connor, founder of The Connor Group, in this compelling Billionaire Fireside Chat. Larry shares his journey from humble beginnings in Ohio to building a thriving real estate investment firm with over $5 billion in assets across 18 markets.In this candid conversation, Larry discusses:Overcoming failures and the power of perseverance.Building a performance-driven culture and empowering employees.The importance of innovation and breaking industry norms.Philanthropy and giving back through impactful initiatives.Insights from his personal adventures to outer space and the deep sea.Learn how Larry's unique mindset, focus on people and process, and relentless drive for excellence have propelled his success. Whether you're an investor, entrepreneur, or aspiring leader, this interview is packed with invaluable lessons.

Send us a textIn this exclusive fireside chat, Dr. Jacque Sokolov, Chairman and CEO of SSB, shares his journey through 30+ years of healthcare innovation, investment, and entrepreneurship. With multiple billion-dollar exits, including a Decacorn, and managing one of the largest LLCs with over 1,000 investors, Dr. Sokolov offers invaluable lessons on scaling businesses, identifying healthcare opportunities, and navigating complex markets.Key highlights include:- The $5 trillion U.S. healthcare market's untapped potential.- Opportunities in physician practice management, mRNA, DNA, and AI-enabled applications.- Building strategic partnerships for growth.- Advice for founders and investors seeking 10x to 30x returns.Don't miss this deep dive into healthcare and life sciences with one of the industry's most accomplished leaders.

Send us a textDiscover how Mark transformed his career from timber and real estate to becoming a global leader in fine art with Treasure Investments. In this exclusive interview, Mark shares how his company has grown to be the #1 seller of fine art molds worldwide, with pieces showcased in over 75 galleries and on 100 cruise ships.Learn about the groundbreaking $2.5 billion art deal unveiled at Art Basel, featuring Michelangelo's masterpieces cast in pure silver, including the iconic David. Mark also discusses his passion for art, the challenges he's overcome, and the unique strategies that led to his unprecedented success.Watch to see how his journey redefines art as an investment and inspiration. Don't forget to visit billionaires.com for more insights into Mark's story and his revolutionary work in the fine art world.

Send us a textAre you ready to gain the edge in artificial intelligence and business growth? Whether you're a founder, investor, or scaling your platform, staying ahead in AI is critical in today's rapidly evolving landscape.With 55,000+ AI companies and countless tools out there, how do you choose what works? Most of us don't have a tech background or time to experiment with endless tools. That's why the Family Office Club is bringing you the Investor Mastermind: Artificial Intelligence Edge—a hands-on, practical event to help you rise to the top 20% of AI adopters.What You'll Get:- Insider access to the AI tools we use for capital raising, due diligence, sales, productivity, and networking.- Small group discussions, actionable worksheets, and a one-page cheat sheet of practical AI tools.- Networking opportunities with peer founders and 500+ registered investors.This Mastermind Focuses On:- Proven tools and techniques you can implement right now (no futuristic fluff).- Boosting your confidence in using AI to supercharge your business.- Helping you outpace your competitors and future-proof your team.Join Us to Discover:- The exact tech stack we're using to stay ahead.- How to leverage AI to optimize your operations and achieve your business goals.- Why this event could transform your approach to AI—and your success.

Send us a textWant to become the best in your niche? In this video, Richard C. Wilson dives deep into strategies for dominating your market by choosing a niche, staying laser-focused, and continuously learning. From leveraging specialized knowledge and building strong networks to maintaining alignment and vision, discover actionable tips for achieving success.Key takeaways include:- Why niching down accelerates growth.- The importance of speed, experimentation, and learning.- How extreme focus can be your ultimate superpower.- Aligning with the right people for shared goals.- Building brand equity for long-term impact.Learn how leaders like Steve Jobs, Peter Thiel, and others shaped their success, and explore practical advice on crafting a vision, nurturing relationships, and maintaining a relentless drive.#Entrepreneurship #BusinessGrowth #SuccessTips #Networking #NicheMarketing

Send us a textRisk management isn't always what it seems—hear from industry veterans as they share candid insights on mitigating investment risks, avoiding pitfalls, and understanding the true art of due diligence. From assessing pedigree and skin in the game to questioning the real value of boards and advisors, this discussion cuts through the noise with hard-earned experience.Discover:- Why risk management begins before the investment-  The importance of “skin in the game” for executives and fund managers- Why traditional boards and advisors may fail your risk evaluation- Real-world examples of mitigating massive financial risksTune in to learn what really matters when it comes to identifying red flags, asking tough questions, and making smarter investment decisions.

Send us a textUnlock the secrets to raising capital from multifamily offices in this in-depth discussion with expert insights from Pierre and other industry leaders. Learn how to navigate the complex landscape of multifamily offices, from gaining platform approval to building lasting relationships with small and large firms.Key takeaways include:- The importance of fund manager platforms and rigorous vetting processes.- Why small managers often outperform large ones and how to position yourself to secure investments.- Strategies for balancing investments between big-name firms and niche players.- Insights into fostering sustainable growth for business owners as a risk mitigation strategy.- Whether you're an emerging fund manager or a seasoned investor, this video is packed with actionable advice to help you secure capital and drive long-term success.

Send us a textHey everyone, Richard Wilson here, founder of the Family Office Club. I'm excited you're going to be joining us for our live in-person event. There are a few housekeeping items that you should know about. 1. Networking App: WhovaFirst, we use a virtual networking app called Whova. Please register for that. You can connect with people through the app, set up meetings, see profiles of people on stage, and message others. When you message people, make sure to be clear about what you do. Have your one-liner dialed in to describe what you do and what you're looking for. Don't just reach out asking if people want to meet without giving them context about what you do.2. Understanding Investor ProfilesSecond, the people who do best at our event realize that the wealthiest investors in family offices typically don't wear name tags saying, “Hey, I'm Richard, CIO of my family office,” or “I'm a private investor.” They're often in industries like construction, dry cleaning, stem cells, healthcare, or they could be doctors, business owners, or founders. They've done well because they have strong cash flow, sold their business, gone public, or had an exit of some type. Many investors are humble, low-key, and a bit under the radar.The people who make the least connections are usually those who go around asking, “Are you an investor? Do you have money to invest?” This can put people on the defensive and make them say, “Oh no, that's not me, I think they're over there,” and send you on your way. So when you're networking, keep that in mind.3. Building Relationships & Adding ValuePeople want to do business with those who have expertise, passion, compelling stories, high conviction, and are just nice people they can relate to. The most successful people in our investor club—and I believe in most investor clubs—are genuine, authentic, and professional. They are politely persistent, not high-pressure, and focus on building relationships and following up. Most importantly, they add value first.4. Don't Miss the ContentOne thing that's not obvious, but happens every time at our events, is that the people who try to network the hardest often stay outside the room, shaking hands, asking everyone who they are and what they're doing. They think they're putting maximum effort into connecting, but it's a blanket approach, and they miss everything happening on stage.If you have more than one person from your team attending, definitely have someone in the room at all times. If you're the only person attending, stay in the room for 75-80% of the whole event. Only step out for panels on niche topics that aren't relevant to what you're focused on. There will be networking opportunities in the morning, during lunchtime, in the evening, and at cocktail hours. You could even organize your own private networking dinner.5. Pay Attention to SpeakersKeep in mind that every investor on stage is asked, “What do you invest in? What structures do you prefer? What strategies are you focused on? What are you working on right now? What's a recent deal you completed?” They'll make comments like, “My business partner or board member invests in this,” or “We're looking for opportunities structured this way,” or “We're focused on niche opportunities like this, this, or that.”You'll miss all of these valuable insights if you're outside the room networking and trying to maximize relationships. Instead, focus on listening to what's being shared on stage, then follow up with those who shared their thoughts, showing that you listened and can offer exactly what they asked for.We hope you have a great time! If there's anything we can improve upon, let us know. We're always striving to make each event faster-paced and more impactful.

Send us a textIn this new episode of the Pro Athlete Mini Series, we dive into the incredible 10-year NFL career of Chris Spencer, who played for the Seattle Seahawks, Chicago Bears, and Tennessee Titans. Chris reflects on the discipline and work ethic he developed as a child growing up on a farm in Mississippi, which helped him stay ahead in both sports and life. He shares valuable insights on how he transitioned from sports to entrepreneurship, focusing on his real estate investments, a distribution company, and his innovative psychometric company, which helps individuals understand their personality and behaviors through language.Chris also reveals how important self-awareness, goal-setting, and positive affirmations have been to his success. He discusses how relationships, early career advice, and learning from financial mistakes shaped his path, encouraging others to prioritize connections and continuously educate themselves. In the final moments, Chris shares how being self-aware, knowing your strengths, and surrounding yourself with the right people can help anyone become a top performer in any field. Don't miss this powerful conversation that blends wisdom from the world of sports with invaluable life lessons! #NFL #ProAthlete #Discipline #HardWork #SuccessMindset #BusinessInvesting #SelfAwareness #GoalSetting #RealEstate #Entrepreneurship #AthleteLife #SportsMentality #PersonalDevelopment #Leadership #LifeLessons #AthleteTransition #MindsetMatters #Visualization #Motivation #Top1Percenter #ProfessionalAthlete #NFLLife #SuccessStrategies 

Send us a textKyle Auffray, a former NFL player turned private equity investor, shares his journey from professional sports to managing a $100M sports asset fund. In this interview, Kyle talks about:- His NFL career and how he stayed disciplined and healthy.- The power of goal-setting and visualization strategies.- Lessons learned from networking and the importance of raising your standards.- Why investing in yourself and your health is the key to long-term success.- Insights into Champion Venture Partners, a private equity fund focused on the sports ecosystem, including team ownership and sports technology.If you want to outcompete the 99% and learn how professional athletes transition to thriving business leaders, this video is a must-watch! #NFLPlayer #AthleteSuccess #KyleAuffray #GoalSetting #RaisingStandards #SportsInvestments #VentureCapital #PrivateEquity #SportsEcosystem #HealthyLifestyle #SelfDiscipline #SuccessMindset #EntrepreneurAdvice #LifeAfterNFL #MillionDollarLessons #BusinessStrategies #SportsTechnology #TeamOwnership #Motivation #SelfImprovement 

Send us a textHi, I'm Richard Wilson, founder of the Family Office Club, In this video, I'll walk you through the 7 key questions you should ask when doing due diligence on investment conferences, clubs, and events. As someone who's hosted hundreds of events and been to many more, I know how important it is to make sure you're investing your time and energy into the right opportunities.I won't be giving you all the answers here, but I'll share the critical areas you need to investigate before attending any event or joining an investor club. From understanding the team behind the event to evaluating the quality of speakers and content, these questions will help you make more informed decisions.If you're considering attending an investment conference or joining a community, these 7 questions are essential to ensure you're investing in the right environment. Check them out and start doing the right due diligence!If you're interested in joining the Family Office Club and attending one of our exclusive events, or if you want to learn more about how we do things differently, visit https://familyoffices.com/ or feel free to reach out to me directly via text or WhatsApp at 305-333-1155.Thanks for watching, and I hope to see you at one of our events soon! #InvestorConferences, #DueDiligence, #FamilyOfficeClub 

Send us a textIn this video, Richard Wilson from the Family Office Club shares insights into the power of combining in-person meetings with a strong digital presence for building successful investor relationships. He talks about the Family Office Club's extensive network of over 7,500 investors, 16 in-person events per year, and a robust digital platform featuring over 40 full-length HD conferences and 1,000+ videos of investors sharing their strategies and insights.Richard emphasizes the importance of face-to-face interactions in building trust and closing major deals, while also highlighting the success of their digital footprint, with millions of social media followers and a top-ranked website and podcast in the Family Office space. Whether you're a CEO, founder, or investor, this video provides valuable information on how to leverage both in-person and digital networking to scale your business and connect with the right people.Check out the Family Office Club at https://familyoffices.com/ for more details and resources

Send us a textWelcome to the Family Office Club's Podcast! In this video, Richard Wilson, founder of the Family Office Club, answers the top five most frequently asked questions about our Investor Club. Whether you're wondering about membership costs, event access, or how our community can help you raise capital, this video will give you a clear understanding of what we offer.Richard shares insights into our unique approach to investor networking, event access, and how we help entrepreneurs and investors scale their businesses. Learn about our diverse member base, which includes founders, capital raisers, investment professionals, and more.Topics covered:Can I join for free and pay later?Do I need to buy tickets to individual events as a member?Do you have investors who invest in specific industries?How do I de-risk my decision to join the Investor Club?Can you help with investor introductions?We're not just another capital introduction firm—we offer real value through live events, a dedicated investor portal, and access to hundreds of experts. With over 800 paying members and thousands of events, we've built a track record of helping founders and capital raisers succeed.If you're ready to elevate your investor relations and capital-raising abilities, check out our website at https://familyoffices.com/ to learn more about joining the Investor Club and gaining access to exclusive content and events.Don't forget to like, subscribe, and hit the bell icon for more valuable content from the Family Office Club.#investorclub  #capitalraising  #familyoffices  #venturecapital  #investorrelations  #networking  #entrepreneurship  #fundraisingideas 

Send us a textIn this insightful interview, Daniel Puder, Undefeated MMA Fighter, Founder & President of MyLifeMyPower, and a top 20 USA podcaster, sits down with Sam Cronin, former professional soccer player, to discuss his transition from elite athlete to successful investor. The interview took place at one of the Family Office Club's panel events, where high-level professionals gather to share their journeys and strategies for success.Over the course of his 11 seasons in Major League Soccer and his time representing the U.S. National Team, Sam learned invaluable lessons on discipline, focus, and resilience. After transitioning to a career in business, he reflects on the importance of maintaining a balance between professional success and personal well-being, especially after experiencing the challenges of life post-sports. #ProAthlete #AthleteMindset #BusinessSuccess

Send us a textIn this powerful Family Office Club Podcast interview, Richard Wilson speaks with Paul Hutchinson—Executive producer of the film "Sound of Freedom", the founder of the Child Liberation Foundation and Liberating Humanity.As founder of the Child Liberation Foundation, Paul has led over 70 child rescue missions, using his success to fight human trafficking and change lives globally. Paul will be featured at the Family Office Super Summit from December 10th to 12th, where he'll participate in a fireside chat. For more details, visit  https://familyoffices.com/super/How You Can Help:To support Paul's child rescue mission, visit https://childliberation.org/ ----------------------------------------------Early Entrepreneurial Ventures: A $20M Exit:Paul Hutchinson began his entrepreneurial career with a marketing company focused on mental health, helping individuals overcome anxiety, PTSD, and addiction. At 29, Paul sold the company for $20 million but felt there was more to his mission than financial success, leading him to new ventures.Pivot into Real Estate: Bridge Loan Capital's Evolution:After selling his first company, Paul shifted to real estate, founding Bridge Loan Capital, a firm that initially provided short-term, asset-based loans. However, after the 2008 financial crisis, Paul and his co-founder, John Pennington, pivoted into multifamily real estate—a more stable asset class.Building Integrity: The Bridge Investment Group's Success:Paul's success in real estate was driven by a strong commitment to integrity. Maintaining transparency with investors, and prioritizing relationships over short-term gains allowed Bridge Investment Group to thrive. Their ethical approach led to high-profile partnerships, like one with Don Hartman, who invested $300 million.Mastering Influence: The Key to Raising Capital and Impact:Whether raising capital or raising awareness for a cause, the key is to ask the right questions, listen closely, and offer solutions that align with others' values. The Child Rescue Mission: A Life-Changing Experience:In 2014, Paul's life was transformed when he participated in an undercover operation to rescue children from a sex trafficking ring in Cartagena, Colombia. Though initially hesitant to get involved in such a dark issue, Paul's participation in this mission ignited his passion for child rescue. He has since been involved in more than 70 operations, working directly with law enforcement to free children from trafficking and bring perpetrators to justice.-------------------------------------------------------Key Takeaways:The Power of Influence: Understanding others' needs, offering solutions that align with their values, and building relationships based on trust and authenticity.The Importance of Giving: Philanthropy played a key role in Paul's success. Building Relationships and Integrity: Success comes from authentic relationships and being aligned with your values.Child Rescue Work: Paul's personal involvement in rescuing children from trafficking shows the profound impact that combining business success with philanthropy can have on society. We hope you enjoyed this interview! Be sure to check out our Billionaire Scaling Strategies Mini-Series:Billionaire Jeff Hoffman's Business Scaling Journey Brought An Audience of 1,000+ to Tears https://www.buzzsprout.com/885151/episodes/14848995 Youtube link https://youtu.be/uAbfrdC7UYYBillionaire Grant Cardone's Mindset to Raise $1 Billion Via Social Media https://www.buzzsprout.com/885151/episodes/13128626 Youtube link https://youtu.be/_FCbMvbQC

Send us a textIn this video, Richard Wilson shares the importance of values in building a successful business and strong relationships. Coming to you from Bali, Richard discusses how the core values of his Investor Club define how they operate, hire, fire, and grow together. Drawing on his experience as an Eagle Scout, Richard reflects on the Boy Scout Law, which outlines timeless values like trustworthiness, loyalty, and helpfulness, and explains why these principles should guide every decision you make in your business and personal life.He challenges viewers to consider: Are your values clear? Are you working with people who align with those values? And, if someone doesn't operate by your values, are they an “outlaw” in your world? Richard's straightforward approach helps you see why aligning with the right people is critical for long-term success.In this video, Richard discusses the importance of aligning your team with your values and how values shape business success. Don't be an outlaw - make sure your values are clear and embedded in your team's culture!Want to learn more about how values shape business and partnerships? Check out Family Office Club at familyofficeclub.com.#businessvalues  #entrepreneurship  #eaglescout  #familyoffices  #investorclub  #leadership  #businesspartnerships  #trust  #loyaltyiseverything  

Send us a textIn this insightful panel discussion at the Family Office Club, experts dive into the world of working with professional athletes and investing in sports teams. Whether you're looking to partner with athletes, add them to your board, or invest in sports franchises, understanding the key dynamics of trust, relationship-building, and navigating the complex network of agents, managers, and family members is crucial.Learn how the landscape of sports investment has evolved over the past decade, with rising opportunities for family offices, venture funds, and high-net-worth individuals to get involved in sports teams. Discover how athletes are becoming active investors themselves, and how platforms like Octos are reshaping the future of sports team ownership.This video also highlights the growing trend of professional athletes, such as NBA stars like Carmelo Anthony, launching their own venture funds and how this shift opens up exciting new possibilities for investors looking to enter the world of sports.

Send us a textHello, I'm Richard Wilson, and I'm coming to you from a tax investment conference here in Hawaii. I've been talking with many of my clients, including ultra-wealthy family office managers, and we've had some interesting discussions about what it means now that Donald Trump is going to be the next president. I wanted to share some of those insights with you in this video.I'm not a political expert or an economist, but based on my conversations with family offices, investors, and founders in my network, I want to give you a snapshot of what I'm hearing from them about what we can expect under Trump's presidency. In other words, this is what 80% of the investors I talk to are predicting for the economy and different industries now that Trump has been voted in.What's likely to improve under Trump's presidency: Cannabis, psychedelics, oil and gas, energy, and U.S.-based manufacturing are expected to see growth.Business owners and founders will likely benefit from lower taxes, which will allow them to reinvest more in their businesses and the economy.I also think the real estate market will improve, with less volatility and less risk of a market collapse due to the economic growth that's anticipated.What could face challenges: If Trump lays off a significant portion of federal employees—whether 25%, 50%, or more—it could have an impact on spending, despite severance packages. This could affect the broader economy.There's also concern that Trump's aggressive trade policies and tariffs might lead to inflation.What I'm hearing from investors and business leaders: One point Elon Musk raised, which has come up in several investor conversations, is that the U.S. government has over 400 federal agencies. We've only been around for 200 years, so every year we've created two new government agencies. Musk calls them "brake pedals" that slow down economic growth. Many believe removing these barriers and adding "gas pedals" will lead to more entrepreneurship, more jobs, and better opportunities in the U.S.There's also a lot of hope that Trump's leadership could encourage more entrepreneurial opportunities. However, some investors are concerned about the impact of AI replacing jobs and the potential for mass government layoffs.Other key topics I've been hearing: Big pharma and big food companies are under increasing scrutiny. There's a push for healthier products, with some hoping that we'll see fewer chemicals in our food and more natural ingredients.Many investors are also worried about growing censorship and the potential loss of free speech. Some of the founders I've spoken with switched to supporting Trump because they believe he'll protect our ability to speak freely and explore the truth.I also want to mention that many Republicans who were hesitant to support Trump in the past may now see him as the best option, especially with Elon Musk's support and his principle-based approach to leadership. Even those who don't agree with everything Trump says recognize the importance of supporting policies that will protect free speech and promote economic growth.As an investor community, we do want to encourage business owners and investors to think critically about the potential impacts of these political shifts on their businesses, portfolios, and industries. How should we adjust our strategies and position ourselves moving forward with Trump as president?Thanks for watching,  I look forward to shaking many of your hands at our annual investor summit next month where you can connect with 250+ investors and hear from more ultra-wealthy investors on stage than any other event held anywhere globally in 2024 or 2025. Shoot me a text at (305) 333-1155 if you want to learn more. #trumpeconomy #trump  #inves

Send us a textWelcome back to another episode of the Pro Athlete Interview Series, presented by Family Office Glove! Today, we're joined by Carolyn, a former professional athlete turned successful entrepreneur, who has built a thriving business around health, wellness, and fitness. In this conversation, Carolyn shares her wealth of experience, offering invaluable advice to athletes looking to transition into business and entrepreneurs looking to make a lasting impact.In this episode, we dive into:The Growing Wellness Industry: Carolyn discusses how more people are prioritizing their health and wellness, creating an ever-expanding market for fitness and wellness services. Whether working out at home, in a gym, or using virtual platforms, this shift is reshaping the way we approach our well-being.Pivoting and Market Adaptation: Drawing an interesting analogy to Starbucks facing a hypothetical mandate against caffeine, Carolyn talks about the importance of staying adaptable. She explains that while health and wellness are growing, businesses must constantly pivot to meet evolving consumer demands.Aligning Passion with Career: Carolyn emphasizes the importance of pursuing a career that aligns with your values and passions, not just for financial gain, but for long-term fulfillment. She believes when your lifestyle mirrors the goals you're chasing, success becomes inevitable.The Power of Mentorship & Feedback: For athletes transitioning to business, mentorship is crucial. Carolyn highlights the value of seeking advice from seasoned professionals and how being open to feedback and constructive criticism can dramatically improve your offerings.Entrepreneurship in the Wellness Space: Carolyn shares her journey as a fitness entrepreneur, from side hustles in yoga and personal training to managing virtual services that scale globally. She talks about how to manage a service-based business and maintain quality while scaling rapidly.AB Testing & Customer-Centric Messaging: Carolyn discusses how in the fitness industry, different people have different goals. Whether it's injury prevention, mental performance, pregnancy, or sports performance, a one-size-fits-all message doesn't work. She stresses the importance of pivoting and A/B testing your message to ensure it resonates with your target audience.Key Takeaways:Mentorship and Networking: Surround yourself with people who can challenge you, give constructive feedback, and help you grow. Carolyn stresses the importance of having trusted advisors, whether they're business mentors, attorneys, or industry peers.Start with a Vision: Regardless of where you are in your career, start thinking long-term. Carolyn urges everyone to create a plan for their health and wealth, and stick to it—being proactive in both will pay off in the long run.I hope you love watching my videos Subscribe to this channel for the latest video.Have a nice day!#healthiswealth  #athletejourney  #wellnessinnovation

Send us a textTo get the full names and contact details become a member of our Investor Club, the Family Office Club at https://FamilyOffices.com In this exclusive panel discussion, hear directly from top allocators managing over $1 billion in assets, including family offices, investment firms, and industry experts. These leaders share their investment strategies, unique perspectives on real estate, venture capital, healthcare, and more. From the evolution of investment structures to niche markets in healthcare data and food waste, the panel provides actionable insights for investors and entrepreneurs alike. They also offer tips on how to effectively approach billion-dollar family offices and secure investments. 00:00 - Introduction to the Panel01:00 - Investment Focus: Real Estate, Healthcare, Venture Capital03:47 - Niche Specific Investments05:36 - Risk on Real Estate09:45 - Strategies for Approaching Family Offices16:00 - Strategies for Successful Negotiations 19:06 - The Evolution of Investment Structures of Acquiring Multi-Family 22:01 - $100,000 or a million dollars of value: Where Opportunities Are Emerging -  Real Estate's Maturity Wall and Upcoming Investment OpportunitiesWatch now to gain valuable knowledge from some of the most influential decision-makers in the investment world.#familyoffices  #investmentstrategy  #venturecapital #realestateinvesting 

Send us a textWelcome to this webinar to learn 10 strategies to close more deals, raise capital, and acquire assets. Perfect for anyone in investor relations looking to overcome objections and optimize capital allocation.Join us for an insightful session featuring Richard Wilson, president and founder of the Family Office Club, who will share his proven techniques for closing deals and influencing investors.Additionally, we have Badri joining us to address how to effectively handle investor objections. This powerful combination will equip you with strategies to navigate the complexities of deal-making and build strong investor relationships.Richard brings over 17 years of experience in the investor space, having hosted more than 275 live events and cultivating a community of 7,500 registered investors. His insights into the science of influence and persuasion have been pivotal in scaling his business and achieving success.Don't miss this opportunity to learn from the experts and enhance your skills in closing deals and engaging investors. Tune in for valuable takeaways and actionable strategies that can transform your approach to fundraising and asset acquisition.#Webinar #closedeals  #raisecapital  #investorrelations  #influence  #persuasion  #familyofficeclub  #realestate  #wealthmanagement  #investing 

Send us a textMichael discusses how acting as a fiduciary changes the approach to due diligence when evaluating fund managers. As fiduciaries, the standard is not just about suitability—it's about prioritizing the best interests of clients above all else.Here are some key takeaways:Fiduciary Responsibility: The fiduciary standard requires putting clients' interests first, not just choosing investments that are “suitable.”Due Diligence Mindset: When evaluating investment managers, fiduciaries look beyond the 5 P's (People, Processes, Performance, Plans, Platforms).They aim to understand if the manager truly values the families' capital and sees it as more than just a commodity.The Human Impact: Every investment decision impacts real lives, not just numbers on a balance sheet. A genuine fiduciary approach acknowledges this responsibility and seeks alignment with managers who share this mindset.If you're interested in how fiduciary standards can elevate due diligence and decision-making, this episode is for you. Don't forget to like, comment, and subscribe for more insights!#FiduciaryDuty #DueDiligence #InvestmentAdvice #FundManagement #WealthManagement #FinancialPlanning #5PMethod #InvestmentStrategy #ClientFirst #FinancialResponsibility #InvestmentManager #FamilyOffice #WealthAdvisors #EthicalInvesting #InvestmentInsights 

Send us a textUnlocking Success: Insights from the Founders of Barefoot WinesJoin Richard Wilson as he shares valuable insights from the recent investor summit held in beautiful Bali, Indonesia. With 465 attendees and over 100 speakers, this event was packed with inspiration and knowledge!In this video, Richard discusses key takeaways from a fireside chat with the founders of Barefoot Wines, the world's leading wine brand. Discover how they started their journey in a laundry room without any office or warehouse space, ultimately leading to a successful sale to Gala Wines.Key Highlights:Learn from a memorable quote by Henry Kissinger that emphasizes the art of communication and staying on message.Understand the importance of powerful partnerships in scaling a business, as shared by Barefoot Wines' founders. They stress the significance of strategic alignment for mutual success: "Who gets rich when I get rich?"Don't miss this opportunity to gain insights that can propel your entrepreneurial journey!

Send us a textSpeakers: Michael Houlihan and Bonnie Harvey, Co-Founders and Richard C Wilson from Family office club Summary: In this fireside chat with Barefoot Wines, Michael Houlihan and Bonnie Harvey discuss their approach to building brand equity, the role of storytelling through Business Audio Theater in preserving and communicating a company's values, and the importance of forming strategic partnerships to accelerate growth. They emphasize the impact of sharing real stories in an engaging audio format to connect with employees, investors, and the broader community. Key points:Building Brands with the End in Mind: They emphasize the importance of creating a business with the goal of building brand equity for eventual acquisition. They highlight the need to understand industry benchmarks and use those to set goals rather than arbitrary revenue targets.The Value of Storytelling: Michael and Bonnie stressed that storytelling is a powerful tool for passing on values and engaging team members, investors, and customers. They believe that stories create a lasting impact because they connect emotionally with the audience.Business Audio Theater: They discussed how they've adapted storytelling into an audio format to help entrepreneurs share their journeys, values, and principles with a broader audience, including employees, family members, and potential business partners.Strategic Alliances: One of their key lessons was the importance of forming strategic alliances with partners who benefit from your success. They suggested identifying allies by considering who gains when your business thrives.Community Engagement: Bonnie Harvey highlighted the power of working with local communities as a strategy to grow the brand without traditional advertising. They built their market presence through community engagement and word-of-mouth.Passing on Values: The discussion also touched on the importance of passing on values rather than just wealth to the next generation. This approach helps ensure that family members not only preserve the wealth but also live fulfilling lives.Engagement with the Next Generation: To keep the legacy of a family business alive across generations, they suggested using modern platforms like podcasts and audiobooks to make the story accessible and engaging.Their insights focus on innovative ways to grow businesses, engage teams, and leverage storytelling to create lasting impact and connections with audiences.

Send us a textAre you an investor or a founder looking to grow your network and explore new opportunities? Join us at the Family Office Super Summit in Miami, from December 10th to 12th. This in-person event is 16x more effective than connecting via email or Zoom! We're bringing together over 250 investors, including multi-billion-dollar family offices, ultra-wealthy investors, centi-millionaires, pro athlete investors, and leaders from other investor clubs. You'll hear from 120+ speakers over three days, with four exclusive billionaire fireside chats, all within one streamlined agenda so you never miss a key insight. If you're ready to expand your capital network, discover innovative deal structures, and seize new investment opportunities, this is the must-attend event of the year. Don't miss out—learn more and reserve your spot now at FamilyOffices.com.#familyoffice #Familyofficeevents #investors #Investorevents #FamilyOfficeSuperSummit #Founders #Investor #InvestorRelations

Send us a textIf you're new to the world of investor clubs and family offices, this advice will be particularly helpful!Welcome back! Richard Wilson here, from stunning Indonesia after our recent Single Family Office Summit in NYC. Today, I'm addressing a critical topic for anyone involved in family offices and investment strategies: the key phrases you should never say to an investor.When networking with ultra-wealthy investors and connected investors, certain common statements can backfire and hurt your chances of building valuable relationships. In this video, I'll highlight missteps to avoid, such as:"Let's connect, no agenda" – This might seem friendly, but it can come off as a waste of time for busy individuals."This is the best investment you'll ever see!" – Claims like these can sound arrogant and dismissive to experienced investors.