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Send us a textIn this episode, Richard C. Wilson, founder of the Family Office Club, shares his expertise on how Artificial Intelligence (AI) is transforming the investment landscape. Drawing from insights gathered at the AI mastermind event hosted earlier this year, where top decamillionaires and centimillionaires discussed how they are leveraging AI for growth, Richard reveals the tools and strategies that are driving success in family offices today.Throughout the episode, Richard outlines the various stages of AI adoption and explains how AI is evolving from basic applications to more sophisticated systems. He introduces several proprietary AI tools that the Family Office Club has developed to streamline due diligence, improve investment decision-making, and enhance the efficiency of investors and entrepreneurs.Here are the key AI tools Richard discusses in detail:Dewey: Instant Due Diligence Advisor – An AI-driven tool designed to assist in due diligence by analyzing 100+ checklists and white papers. Dewey can quickly digest extensive documents (like pitch decks or PPMs), identify red flags, and highlight areas of concern, offering valuable insights to investors without replacing human expertise.Billionaire Collective Intelligence – A tool built by feeding insights from 45 billionaire interviews and over 900 public talks. This tool allows users to interact with the collective wisdom of billionaires, gaining advice on scaling businesses, negotiations, and investment strategies, all tailored to the mindset of high-net-worth individuals.1 Line Capital Raising Pitch – This AI tool analyzes pitch decks based on 25 factors, offering immediate feedback on areas that need improvement. It generates multiple one-liner options based on specific criteria, helping entrepreneurs perfect their pitch to investors.Instant Partner Insight – A personality profiling and background analysis tool. This tool pulls publicly available data and offers insights into the red flags or risks associated with potential investors or partners, helping you make faster, informed decisions without a lengthy search.Investor Advantage – By feeding all the transcripts from events hosted by the Family Office Club, this AI tool serves as a powerful knowledge base, offering feedback on structuring deals, capital raising, joint ventures, and more, all based on the lessons shared by seasoned investors who have spoken at Family Office Club events.Throughout the episode, Richard emphasizes the importance of AI tools in enhancing productivity and making smarter, more efficient decisions in the fast-paced world of investing. These tools aren't just designed to replace human input but to augment it, enabling investors to leverage AI for more informed decision-making and a competitive edge.This episode is packed with insights into AI's role in family office operations, and Richard's practical approach to integrating these tools into your investment strategy. Whether you're a family office, investor, or business owner, these AI-powered solutions can help you streamline your operations, mitigate risks, and scale your business efficiently.
Send us a textIn this episode, industry experts discuss the evolving landscape of technology and its impact on investment strategies. Key topics include the role of AI in driving innovation, the potential for consolidation in med tech and healthcare, and the increasing importance of operational due diligence in private equity. Panelists share their experiences and insights on how technology has streamlined due diligence processes, enhanced transparency, and shaped decision-making in their investments. They also offer valuable advice on how family offices and private investors can approach M&A, divesting strategies, and niche investing, while emphasizing the importance of focusing on a clear strategy and avoiding distractions from emerging trends.
Send us a textJoin us on Average Joe Finances as our guest Richard Wilson, founder of the Family Office Club, shares insights on building an investor club and integrating AI tools to optimize investment processes. He details his journey into finance, starting businesses from a young age, and developing a blog that grew into a major platform for ultra-wealthy investors. Richard discusses the importance of in-person networking, focusing investments in familiar industries, and the value of advice from highly successful individualsIn this episode:Discover how in-person meetings drastically improve investor trust and success—16x more likely to say "yes."Uncover how Richard Wilson leverages AI to automate investor relations and streamline financial decision-making.Grasp why aligning your investments with your personal expertise significantly reduces risk.Absorb powerful mental models from billionaires to transform your investment strategies and mindset.And so much more!Key Moments:00:54 Meet Richard Wilson: Founder of Family Office Club01:33 The Power of In-Person Networking03:43 Richard's Entrepreneurial Journey06:35 Current Business Focus and AI Innovations07:53 AI Tools for Investors15:45 Family Office Club and Investor Club Details17:56 Final Round: Mistakes and Lessons Learned22:29 Tips for Aspiring Investors and Entrepreneurs24:42 Recommended Books and Resources26:18 Closing Remarks and Contact InformationFind Richard Wilson:Website: https://familyoffices.com/Facebook: https://www.facebook.com/familyofficeclubLinkedIn: https://www.linkedin.com/in/singlefamilyoffice/Instagram: https://www.instagram.com/familyofficeclub/Youtube: https://www.youtube.com/@familyofficeclub/X: https://x.com/RichardCWilsonAverage Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksAbout Mike: https://mikecavaggioni.comAbout Tawnya: https://www.themoneylifecoach.com/Show Notes add-on continued here: https://averagejoefinances.com/show-notes/*DISCLAIMER* https://averagejoefinances.com/disclaimerSee our full episode transcripts here: https://podcast.averagejoefinances.com/episodesSupport the show
Kevin Harrington takes us on a thrilling journey from his early days as the pioneer of the infomercial industry to becoming a powerhouse investor and Shark Tank celebrity. With remarkable candor, he reveals how acquiring unused cable television time in the 1980s launched his career and led to building multiple public companies and completing over 1,000 business transactions.The true magic of Harrington's success lies in his ability to adapt to changing market conditions. When he noticed television viewership declining as younger generations flocked to TikTok and Instagram, he pivoted away from his As Seen On TV empire toward digital marketing strategies. This foresight led to one of his most spectacular investments—Celsius energy drink—which he joined as a board member when shares were just $0.10, helping build it into a $20 billion company without spending a single dollar on television advertising.Make sure to download as we bring the best centimillionaires and billionaires interviews on the Accredited Investor Podcast. To learn more about Jonathan's recession resilient mobile home park real estate Fund & Flex Space Development investments for Accredited Investors: https://www.midwestparkcapital.com/To learn more about Jonathan's business growth consulting and fractional CMO services, and digital marketing for small businesses:https://www.revenueascend.com/consulting/The Family Office Club was founded in 2007 and has now become the world's largest association in the industry with over 7,500 registered ultra-wealthy investors-Richard C. Wilson is the partner of the Accredited Investor Podcast: https://familyoffices.com/To get your very own podcast guesting tour of 20, 40 or 60 episodes as a guest and become the celebrity thought leader in your industry: https://getpodcastbookings.com/Sign up to get on the list for the World's Most Exclusive Social Networking App: https://www.prestigesocialapp.com/To those looking to potential exit or sell their business or talk about potential business roll up partnerships:https://www.businesscashout.com/Join one of the fastest growing real estate groups on Facebook, which is our 27,400 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414To learn more about mobile home investing, acquiring your first mobile home park: https://www.mobilehomewealthacademy.com https://linktr.ee/jonathantuttle
Want a quick estimate of how much your business is worth? With our free valuation calculator, answer a few questions about your business and you'll get an immediate estimate of the value of your business. You might be surprised by how much you can get for it: https://flippa.com/exit -- In this episode of The Exit: Richard C. Wilson, founder of Family Office Club—the world's largest community of family offices—joins us for a no-fluff, high-value conversation on raising capital, exiting strategically, and building relationships with ultra-wealthy investors. Richard reveals how he went from cold-calling wealth advisors to becoming the go-to expert for $100M+ families. He dives deep into what family offices really look for in founder-led businesses, why your one-liner pitch matters more than your 40-page deck, and how creative deal structures (like gross revenue royalties and capped equity warrants) can make or break a transaction. Whether you're scaling to sell or preparing to raise capital, you'll learn: Why trust trumps returns in family office investing How to avoid the #1 mistake founders make when pitching Why timing your exit is equal parts gut feel and market signals The tools Richard built to help CEOs find the right investors and pitch smarter And the one piece of advice he'd give his younger self after 18 years in the industry If you're an operator, founder, or investor looking to understand the real game behind exits and capital strategy, this episode is a masterclass in long-term thinking and investor psychology. -- Richard C. Wilson is a husband, adventure enthusiast, father of 3 girls, and a third generation Eagle Scout. Richard is also the CEO of the #1 ultra-wealthy investor club with 7,500+ investors called Family Office Club which hosts 16 in-person events per year. His investor club runs the most listened to podcast on family offices, the most watched YouTube channel with 1,000+ videos, and has spent $25M the last 18 years hosting 300+ live events and he has a total of 17 million social media group members and followers. Richard also runs and owns Billionaires.com where he is interviewing 100 billionaires publicly to create the #1 resource on their scaling strategies and mindset. Richard on LinkedIn: https://www.linkedin.com/in/singlefamilyoffice/ Website: https://familyoffices.com/ -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/
THIS IS NOT A NORMAL EPISODE. THIS IS A BLUE PRINT FOR HYPER SUCCESS Guest: Richard C. Wilson, Founder & CEO of Family Office Club Host: Andy Murphy, Neuro-Performance Fixer | Hedge Fund Manager | Host of Neuro-Performance Podcast What happens when the #1 global authority on family offices meets the Fixer trusted by the world's top decision-makers? In this rare insider conversation, Richard C. Wilson—founder of Family Office Club, CEO of Billionaires.com, and advisor to over 1000+ ultra-wealthy families—joins Andy Murphy for a deep dive into billionaire psychology, peak decision-making, and the hidden mental frameworks that shape the world's elite. You'll discover how billionaires protect influence, simplify complex decisions, and operate with strategic clarity in high-stakes environments. This episode is a masterclass in wealth, mindset, and subconscious strategy for founders, capital allocators, and next-gen leaders. Watch the Full Episode Here on Youtube: https://youtu.be/IPbcEEEjT5M?si=dVfZ2uY80hMRxseA
Watching others succeed while feeling stuck is frustrating, especially when it seems like they have access to knowledge or opportunities that remain just out of reach. Growth isn't always about working harder—it's often about seeing what's already there and using it in a smarter way. The right strategies, connections, and mindset shifts aren't hidden, but they're easy to overlook when caught in the cycle of trying to do everything alone. Sometimes, the biggest breakthroughs come from realizing the answers have been within reach the whole time. Richard C. Wilson is the CEO of Family Office Club, a top investor community with 7,500+ members. He has hosted 300+ events, built a 17-million-strong social media following, and runs billionaires.com. With a YouTube channel boasting a million subscribers, he's interviewing 100 billionaires and 100 athletes to uncover their success strategies. He has also developed six AI tools to help investors and businesses scale.Today, he covers AI's role in investing, wealth-building strategies, and personal growth. He explains how specialized knowledge and AI-driven tools can accelerate business success while maintaining strong personal connections. Stay tuned! Resources: Investor Mastermind: Investing & Scaling in Uncertain Times Subscribe to Centimillionaire Strategies on YouTube Follow Richard C. Wilson on Facebook Connect with Richard C. Wilson on LinkedIn
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, 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 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!
Richard Wilson is the Founder and CEO of the Family Office Club, the largest association in the family office wealth management industry with over 100,000 current members. He has authored multiple #1 bestselling books on family offices, including The Single Family Office: Creating, Operating & Managing Investments of a Single Family Office. Richard has spoken at over 250 conferences in more than 14 countries, sharing his expertise on family office insights and case studies. He holds a MBA from the University of Portland. In this episode… Many entrepreneurs and investors struggle to build lasting relationships with ultra-wealthy individuals and secure high-level deals. The world of billionaires and family offices can feel like an exclusive club, with unclear rules on how to break in and thrive. So, how do you gain access, establish trust, and leverage opportunities in a space dominated by the world's wealthiest investors? Richard Wilson, an expert in family offices and billionaire investment strategies, shares key insights on navigating and succeeding in this exclusive world. He emphasizes the power of brute force reciprocation — offering value first and building trust through consistent, high-quality interactions. He also highlights the importance of structuring deals in a way that de-risks investments for investors while ensuring long-term success. Additionally, Richard discusses the mindsets of billionaires, the advantages of in-person networking, and how to position yourself for high-level partnerships effectively. In this episode of Inspired Insider Podcast, Dr. Jeremy Weisz interviews Richard Wilson, Founder and CEO of the Family Office Club, about breaking into the ultra-wealthy investor space. Richard shares his approach to building trust with billionaires, structuring investment deals, and leveraging networking for long-term success. He also discusses key lessons from billionaire-authored books, insights from high-profile interviews, and strategies for acquiring premium digital assets.
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.
The Neuro Performance Podcast with Andy Murphy 3M+ Downloads | Trusted by Family Offices, Hedge Funds & Elite Decision-Makers A deep dive into how family offices and hedge fund leaders can rewire the brain for generational success using neuroscience, emotional mastery, and performance psychology.
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.
In this episode, Richard C. Wilson shares invaluable lessons learned from interviewing billionaires and working with successful entrepreneurs. Uncover the key mindset shifts that separate the ultra-wealthy from the rest. Learn how to think differently, embrace unique opportunities, and develop the resilience needed to achieve extraordinary success. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mike "C-Roc" welcomes Richard C. Wilson, founder of the Family Office Club, to discuss the power of distribution, networking, and positioning in building a successful business. Richard shares his journey of running an investor club for 18 years, hosting over 300 events, and growing his social media presence from 3 million to 17 million followers. He explains how success often comes down to strategic positioning, relentless content creation, and investing in visibility—rather than waiting for opportunities to come organically.Throughout the conversation, Mike "C-Roc" and Richard dive into the realities of building authority in any industry, emphasizing that credibility is often manufactured through persistence, strategic exposure, and paid promotion. Richard shares insights from his latest project, Billionaires.com, where he is interviewing 100 billionaires to uncover their mental models and scaling strategies. He discusses how top business leaders leverage distribution to dominate their markets, whether in media, real estate, or tech.Mike "C-Roc" and Richard also break down the myths surrounding virality and celebrity status, revealing that most success stories are the result of intentional effort, not luck. They discuss how paid promotions, networking, and content creation all contribute to long-term influence and how those unwilling to invest in their visibility often get left behind.Whether you're an entrepreneur looking to raise capital, an investor seeking the next opportunity, or someone trying to grow their brand, this episode delivers invaluable insights into the mindset and strategies that separate industry leaders from the rest.Website-https://familyoffices.comhttps://billionaires.comSocial Media Links/handles-https://www.instagram.com/familyofficeclub/https://www.linkedin.com/in/singlefamilyoffice/
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
Welcome back to Millionaire Mindcast! Today, we have an exclusive deep dive into family offices, wealth strategies, and high-net-worth investing with special guest Richard Wilson, founder of the Family Office Club. With over 15 years in the space, Richard has built one of the largest family office networks, helping ultra-wealthy families manage and grow their fortunes. What You'll Learn in This Episode: What exactly is a family office, and how does it work? The biggest mistakes wealthy individuals make when investing Alternative investments the ultra-rich are using to grow their wealth How to get in the right rooms and build high-value connections Future trends in wealth management and investing Guest Resources: Website: FamilyOffices.com LinkedIn: Richard Wilson Instagram: @familyofficeclub YouTube: Family Office Club Facebook: Family Office Club X: @RichardCWilson Episode Sponsored By: Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/ CRE MASTERMIND: Visit myfirst50k.com and submit your application to join! FREE CRE Crash Course: Text “FREE” to 844-447-1555
JOSH MCCALLENIt is an honor to lead over 400+ souls in a High-Growth hospitality REVIVAL We host 320,000+ guests annually at our collection of 4 legendary resort properties, with 1000+acres, 2.5miles of waterfront, 2 championship golf courses, 2 award-winning wineries, boat clubs, beach barOur Teams are Transforming Real Estate & Operating Businesses into a Unified Platform for Generational Impact Together we are Unleashing the Power of Truth, Beauty, and GoodnessIt has been an honor to serve teams with the following recognition: Together We…Currently, I serve as CEO/ President of VIVAMEE Hospitality, which humbly welcomes and serves over 325,000 souls as guests each year and employs more than 400 teammates yearlyAdditionally, I serve as Managing Partner and CEO of Accountable Equity, a private equity firm offering direct passive investments for accredited investorsHave enjoyed hosting Capital Hacking Podcast since 2019 with over 300 episodes helping 1st generation wealth builders and private direct investorsTurned Around, 2 bankrupt companies into thriving multimillion-dollar operationsLaunched: 7 successful resorts, 24 unique event venues, 10 unique restaurant concepts, and numerous festival and live in-person ticketed eventsDoubled the revenue of two Championship Golf CoursesAttracted capital from over 435 investor familiesBuilt a 4000+ person investor communityShared our story as Keynote Speaker for over 10 Accredited Investor Summits & MastermindsEarned Inc 5000 recognition twiceLed a resort company that had two resorts nationally ranked in the top 25 best hotels in AmericaAcquired over 1000 acres of premium real estate including 2.5 miles of waterfrontHave employed approximately 3000 souls since 2010Currently operates one of the largest luxury wedding businesses in AmericaHost a podcast in the top one of the worlds shows and has reached hundreds of thousands of downloadsHave been the subject of an “unsuccessful” pilot television show for HGTVHave renovated and constructed over 250,000 ft.² of luxury, residential and commercial propertiesRestored and revived five historically significant properties into legendary destination resortsAppeared as a featured guest on 70 famous podcasts and showsHave been a future speaker and panelist for The Family Office Club, the Alternative Investor Summit, the Real Estate Guys Radio syndication events, and several regional masterminds and conferencesHave appeared in or been featured in over 70 news, articles and morning television shows Capital Hacking www.capitalhacking.comVIVAMEE www.vivamee.comAccountable Equity www.AccountableEquity.comCHAPTERS00:00 Market Insights and Predictions02:55 Background and Business Model Overview06:03 Investment Strategy and Asset Management08:45 Revenue Streams and Operational Strategies12:01 Navigating Challenges During COVID-1918:05 Investment Structure and Investor Relations20:56 Future Growth and Expansion Plans23:57 Operational Excellence and Company Culture30:00 Educational Resources and Final ThoughtsRANDY SMITHConnect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor
Discover how redefining Hollywood as a mindset rather than just a location can reshape not only an industry but personal success as well. Join us for an engaging conversation with a true media pioneer who journeyed from the streets of Brooklyn to the glamour of Los Angeles, Larry Namer founder of E Entertainment Television. This episode promises insights into how creativity and quality have cemented the E Channel's place in households worldwide. Larry emphasizes the power of working smart, nurturing a healthy work-life balance, and hiring people who challenge you with their brilliance. They also share their personal strategies for success, including the therapeutic joys of cooking and the importance of daily self-assessment.Uncover the secrets to navigating business growth and innovation in an ever-evolving media landscape. We dive into intriguing concepts like the "Kardashians Repentance Tour" and socially responsible investing, while discussing contemporary projects such as Conscious Parenting and cancel culture. Our guest candidly addresses the modern challenges of parenting, from school bullying to teaching financial literacy, and shares humorous anecdotes about enforcing humility at home. This episode is packed with valuable strategies for scaling businesses and personal growth, all illustrated through the lens of Larry's remarkable journey with the E Channel. Tune in to gain knowledge and inspiration that could transform both your personal and professional life.This is episode #4 in the Billionaire Fire Side Series.To learn more about Jonathan's recession resilient mobile home park real estate Fund & Flex Space Development: https://www.midwestparkcapital.com/To learn more about Jonathan's business growth consulting and fractional CMO services, and digital marketing for small businesses and growing Ecommerce brands:https://www.revenueascend.com/consulting/The Family Office Club was founded in 2007 and has now become the world's largest association in the industry with over 4,000 registered ultra-wealthy investors-Richard C. Wilson is the partner of the Accredited Investor Podcast: https://familyoffices.com/To get your very own podcast guesting tour of 20, 40 or 60 episodes as a guest and become the thought leader in your industry: https://getpodcastbookings.com/Sign up to get on the list for the World's Most Exclusive Social Networking App: https://www.prestigesocialapp.com/To those looking to potential exit or sell their business or talk about potential business roll up partnerships:https://www.businesscashout.com/Join one of the fastest growing real estate groups on Facebook, which is our 26,600 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414To learn more about mobile home investing, acquiring your first mobile home park: https://www.mobilehomewealthacademy.com https://linktr.ee/jonathantuttleAccredited Investor Podcast- sign up to the email list and get notified of new episodes, bonus content, and potential deal opportunities: https://www.accreditedinvestorpodcast.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.
Unlock the secrets of venture capitalism with Tim Draper, a trailblazer who has left an indelible mark across the global investment landscape. As the founder of Draper Associates, DFJ, and the Draper Venture Network, Tim's journey is a masterclass in strategic foresight and bold decision-making. From revolutionizing customer-driven growth with Hotmail to his daring investments in Baidu and Skype, discover how Tim's ability to spot key inflection points has fueled his success. His establishment of Draper University of Heroes has also empowered countless entrepreneurs, emphasizing the power of investing in passionate individuals and straightforward strategies for sustainable growth.Engage with powerful insights on transforming customers into a sales force, and learn why investing in human potential trumps mere capital preservation. Tim and Richard C. Wilson discuss the pitfalls of convoluted investment strategies and the pivotal role of early financial education, drawing lessons from giants like Amazon and Tesla. We also delve into the essential act of seizing opportunities, reflecting on the costly mistakes of hesitating on early investments in tech titans like Google and Facebook. This episode is packed with stories on overcoming fear, embracing freedom, and fostering a creative environment, all essential ingredients for cultivating successful entrepreneurship and investment ventures.This is episode #3 in the Billionaire Fire Side Series.To learn more about Jonathan's recession resilient mobile home park real estate Fund and Flex Space Development: https://www.midwestparkcapital.com/To learn more about Jonathan's business growth consulting and fractional CMO services, and digital marketing for small businesses and growing Ecommerce brands:https://www.revenueascend.com/consulting/The Family Office Club was founded in 2007 and has now become the world's largest association in the industry with over 4,000 registered ultra-wealthy investors-Richard C. Wilson is the partner of the Accredited Investor Podcast: https://familyoffices.com/To get your very own podcast tour of 20, 40 or 60 episodes as a guest and become the thought leader in your industry: https://getpodcastbookings.com/Sign up to get on the list for the World's Most Exclusive Social Networking App: https://www.prestigesocialapp.com/To those looking to potential exit or sell their business or talk about potential business roll up partnerships:https://www.businesscashout.com/Join one of the fastest growing real estate groups on Facebook, which is our 26,600 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414To learn more about mobile home investing, acquiring your first mobile home park: https://www.mobilehomewealthacademy.com https://linktr.ee/jonathantuttleAccredited Investor Podcast- sign up to the email list and get notified of new episodes, bonus content, and potential deal opportunities: https://www.accreditedinvestorpodcast.com/
Find out more about Richard and the Family Office Club at familyoffices.com
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 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.
What if you could transform your leadership style and create not just followers but future leaders? Join us as we explore the fascinating world of entrepreneurship with the multi-talented Jeff Hoffman, a celebrated humanitarian, bestseller author, and Hollywood film producer. Through this episode, Jeff shares his insights on cultivating a mindset that blends confidence with humility and encourages trusting one's instincts—what he calls "fast intelligence." His experiences, including scaling Priceline and empowering individuals through the Global Entrepreneurship Network, offer a refreshing perspective on nurturing self-reliance and leadership in others.Jeff takes us on a journey through various leadership paradigms, highlighting the importance of understanding customer needs and aligning business actions with core missions. Inspired by industry giants like Sam Walton, Jeff illustrates how a customer-centric approach revolutionized strategies at Priceline, driving efficiency and profitability. He also delves into the often overlooked but critical component of leadership—supporting employees' personal aspirations. By fostering an environment where personal dreams are valued alongside professional goals, Jeff demonstrates how this alignment can lead to increased loyalty and a motivated workforce.The conversation isn't just about business success; it's about redefining productivity and meaningful connections. Jeff challenges the conventional grind culture, advocating for smart, efficient work that values quality over quantity. He also reflects on personal moments that emphasize engagement over mere presence, urging listeners to rethink success as not just a personal gain but a means to contribute positively to the world. This episode is brimming with wisdom for anyone aiming to enhance their leadership and entrepreneurial endeavors, promising a wealth of knowledge on achieving success that is as fulfilling as it is impactful.This is episode #2 in the Billionaire Fire Side Series.To learn more about Jonathan's recession resilient mobile home park real estate Fund, as our next Fund raise is $50 million and only for accredited investors: https://www.midwestparkcapital.com/To learn more about Jonathan's highest level business growth consulting and fractional CMO services, and digital marketing for small businesses, startups and growing Ecommerce brands:https://www.revenueascend.com/consulting/The Family Office Club was founded in 2007 and has now become the world's largest association in the industry with over 4,000 registered ultra-wealthy investors-Richard C. Wilson is the partner of the Accredited Investor Podcast: https://familyoffices.com/To get your very own podcast tour as a guest and become the thought leader in your industry: https://getpodcastbookings.com/Sign up to get on the list for the World's Most Exclusive Social Networking App: https://www.prestigesocialapp.com/To those looking to potential exit or sell their business or talk about potential business roll up partnerships:https://www.businesscashout.com/Join one of the fastest growing real estate groups on Facebook, which is our 26,600 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414To learn more about mobile home investing, acquiring your first mobile home park: https://www.mobilehomewealthacademy.com https://linktr.ee/jonathantuttleAccredited Investor Podcast- sign up to the email list and get notified of new episodes, bonus content, and potential deal opportunities: https://www.accreditedinvestorpodcast.com/
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 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 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 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
In this episode, we welcome John Sleeting, Executive Partner at Clearwater Capital Partners and host of the podcast Entrepreneurial Legacies. We dive deep into the challenges and opportunities unique to entrepreneurial families, exploring topics such as pre-liquidity event planning, intergenerational wealth transfer, and the role of family offices in navigating global markets. John Sleeting is an Executive Partner at Clearwater Capital Partners (CCP) and Managing Partner of Clearwater Capital's Family Office Practice. With over thirty years of finance and capital markets experience, John is uniquely positioned to serve a select group of successful ultra-high-net-worth individuals and families in the development and integration of estate and financial planning strategies, investment portfolio management, estate and wealth transfer strategies, strategic philanthropy and administration, cash-flow planning, risk management insurance solution structuring, as well as family governance and education. John strives to serve as a client's “Family Chief Financial Officer” to facilitate inter-generational wealth management strategy creation and implementation. John received his Certificate in Financial Management for the Family Office (CFMFO) through Pepperdine University, was a Charter Member of the Family Office Club, and is Clearwater Capital's Leader within the nationally recognized Family Office organization the Family Wealth Alliance (FWA). John holds a B.S. in Management with Honors from the U.S. Coast Guard Academy and an MBA in Finance from the University of Maryland. His professional development includes programs at Yale University and GE's Executive Management and Advanced Financial Management courses. John serves as Chairman of a Family Holding Company Board, Director for two Private Grant-making Family Foundations, a Private Operating Foundation, Clearwater Capital Partners Board of Directors, and the Clearwater Capital Foundation. Clearwater Capital Partners is an independent wealth management firm serving individual and institutional clients across the U.S. With a focus on professionalism and sophisticated advice, the firm is dedicated to helping clients navigate the complexities of financial decisions in an ever-changing world. Learn more about John W. Sleeting here Connect with John W. Sleeting on LinkedIn Learn more about Clearwater Capital Partners here This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. --- Support this podcast: https://podcasters.spotify.com/pod/show/geeksofthevalley/support
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 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 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.
Send us a textJoin me for a deep dive into the world of family offices and investment strategies! In this video, I'll share insights from my 17 years of experience running the Investor Club, where we've hosted over 2,000 speakers and fostered countless connections.Throughout the day, I'll be moderating panels and delivering two impactful 15-minute talks designed to maximize your return on investment. Whether you're an investor, CEO, or looking to raise capital, my goal is to equip you with $100,000 worth of actionable insights.I'll also be discussing key takeaways from my recent interview with Dr. Robert Cialdini, a leading expert on influence. He revealed powerful strategies to enhance your effectiveness in securing investments and partnerships.Plus, I'll share personal stories and experiences from my travels, including adventures in Machu Picchu and the Grand Canyon, along with insights into the family office landscape.You won't want to miss our discussions on the importance of ethical influence, deal structures, and the mindset of successful founders. Learn how to build genuine relationships that can transform your business trajectory.Stay tuned as we explore how to navigate this dynamic industry and make meaningful connections that could change your life!Don't forget to like, subscribe, and hit the notification bell to stay updated on all our future content!#FamilyOffice #InvestmentStrategies #EntrepreneurshipHere is the Youtube Video https://youtu.be/_RagjUqL168
Send us a textJoin me, Richard Wilson, as I dive into the current state of raising capital. If you're a founder or run an investment fund, you may be facing unprecedented challenges in this environment.In this video, I share key statistics that illustrate the shifting landscape—such as a staggering 80% reduction in capital raised compared to 2022. With competition fierce and liquidity low, many are finding themselves in need of larger investors to recapitalize deals or consider rescue options.I'll discuss how current investments are structured to minimize risk, creating a tough environment for capital raising. However, there's a silver lining: building strong relationships with potential investors now can pay off in the future.For more insights, don't miss our $100 Million Rainmaker mini-series available in our playlist, featuring over three dozen strategies for capital raising.I hope to see you at one of our Family Office Club events soon! Thank you for watching!#CapitalRaising #InvestmentStrategies #FundraisingChallenges
Send us a textIn this video, at one of our investor panels at the Family Office Club event, One of our speakers dives into the 5 P Method, a powerful framework for evaluating investment funds and managers. We'll break down each component:- People: Who are the individuals behind the fund? What are their backgrounds? Are the right people in the right roles at the right time?- Processes: What processes are in place for selecting and managing investments? Are these processes documented and consistently followed?- Performance: What has the fund's performance been like? Is it understandable and repeatable? We'll discuss how to assess the metrics that matter.- Plans: What are the future plans for the fund? Are the strategies realistic and aligned with investment goals?- Platforms: What technology and platforms are being utilized to manage the business? Are they efficient, or is the fund relying on outdated methods like Excel?---------------------------------------------- Watch the Youtube video : https://youtu.be/B0EuFbhll88
What if the key to preserving your family business for generations lies not in wealth but in shared values and traditions? Join us as we sit down with Mitzi Perdue, in managing enduring family enterprises like the Henderson Estate Company (Sheridan Hotels) and Perdue Farms. Mitzi opens up about her personal experiences and shares invaluable strategies for ensuring the longevity of family businesses. Learn how focusing on family cohesion, active involvement in wealth management, and philanthropy can safeguard your family legacy and foster a culture of shared values. Mitzi's insights challenge conventional wisdom by emphasizing the power of well-instilled values over merely financial inheritance.Gain practical tips from heartwarming family traditions like Mommy Dew's famous Thanksgiving biscuits, which teach frugality and environmental responsibility to the younger generation. Discover innovative methods for engaging young family members through unique activities such as "Hindenars," a family webinar series designed to build emotional closeness. We also explore effective networking strategies to meet influential people, illustrated by a compelling case from UBS, and highlight a significant mental health initiative in Ukraine. This episode is brimming with actionable advice for maintaining vibrant, successful family enterprises and cultivating a strong, emotionally connected family culture.This is episode #1 in the Billionaire Fire Side Series.To learn more about Jonathan's recession resilient mobile home park real estate Fund, as our next Fund raise is $50 million and only for accredited investors: https://www.midwestparkcapital.com/To learn more about Jonathan's highest level business growth consulting and fractional CMO services, and digital marketing for small businesses, startups and growing Ecommerce brands:https://www.revenueascend.com/consulting/The Family Office Club was founded in 2007 and has now become the world's largest association in the industry with over 4,000 registered ultra-wealthy investors-Richard C. Wilson is the partner of the Accredited Investor Podcast: https://familyoffices.com/Sign up to get on the list for the World's Most Exclusive Social Networking App: https://www.prestigesocialapp.com/To those looking to potential exit or sell their business or talk about potential business roll up partnerships:https://www.businesscashout.com/Join one of the fastest growing real estate groups on Facebook, which is our 25,600 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414To learn more about mobile home investing, acquiring your first mobile home park: https://www.mobilehomewealthacademy.com https://linktr.ee/jonathantuttleAccredited Investor Podcast- sign up to the email list and get notified of new episodes, bonus content, and potential deal opportunities: https://www.accreditedinvestorpodcast.com/
Ever wondered how to transition from sports stardom to excelling in business and entertainment? Former professional basketball player Sheldon Bailey has done just that and joins us to share his journey and the keys to his success. From mastering the fine print of contracts to leveraging the work ethic and leadership skills honed on the court, Sheldon offers a wealth of insights for anyone looking to be in the top 0.1% of their field. His $1 million lesson learned as an athlete has been a game-changer, and he lays out actionable strategies for high achievers looking to scale their endeavors.Sheldon's story is an inspiring one. Raised as an Army brat in Fayetteville, North Carolina, he overcame the odds to become a role model for young people everywhere. Listen as he delves into the importance of mentorship, the role of charisma and teamwork in business, and how athletes can successfully transition into new arenas. Whether you're an aspiring athlete, a business professional, or someone aiming to reach the pinnacle of their profession, this episode is packed with valuable advice and motivational takeaways. This is episode #9 of the pro athlete mini series.To learn more about Jonathan's recession resilient mobile home park real estate Fund, as our next Fund raise is $50 million and only for accredited investors: https://www.midwestparkcapital.com/To learn more about Jonathan's highest level business growth consulting and fractional CMO services, and digital marketing for small businesses, startups and growing Ecom brands.https://www.revenueascend.com/consulting/The Family Office Club was founded in 2007 and has now become the world's largest association in the industry with over 4,000 registered ultra-wealthy investors-Richard C. Wilson is the partner of the Accredited Investor Podcast: https://familyoffices.com/Sign up to get on the list for the World's Most Exclusive Social Networking App: https://www.prestigesocialapp.com/To those looking to potential exit or sell their business or talk about potential business roll up partnerships:https://www.businesscashout.com/Join one of the fastest growing real estate groups on Facebook, which is our 25,300 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414To learn more about mobile home investing, acquiring your first mobile home park: https://www.mobilehomewealthacademy.com https://linktr.ee/jonathantuttleAccredited Investor Podcast- sign up to the email list and get notified of new episodes, bonus content, and potential deal opportunities: https://www.accreditedinvestorpodcast.com/
What if you could break through every mental and physical barrier holding you back? Join us as we welcome Walter Thurman III, former NFL player and Super Bowl champion, who shares his electrifying journey from college football at the University of Oregon to playing for the Seattle Seahawks, New York Giants, and Philadelphia Eagles. Walter dives into the transformative power of the "get more" mindset, revealing how this relentless pursuit of excellence pushed him beyond his perceived limits and fueled his success on the field and in life.In this episode, Walter discusses the critical role of goal-setting, visualization, and affirmations in achieving elite performance. He opens up about the grueling training regimens that tested his endurance and mental fortitude, sharing how these experiences have shaped his approach to personal growth and professional endeavors post-NFL. Whether you're an athlete, an entrepreneur, or someone hungry for personal development, Walter's invaluable insights and actionable advice will inspire you to push past your own limits and strive for greatness. Don't miss this opportunity to learn from one of the top 0.1 percenters who embodies the spirit of continuous improvement.This is episode #9 of the pro athlete mini series.To learn more about Jonathan's recession resilient mobile home park real estate Fund, as our next Fund raise is $50 million and only for accredited investors: https://www.midwestparkcapital.com/To learn more about Jonathan's highest level business growth consulting and fractional CMO services, and digital marketing for small businesses, startups and growing Ecom brands.https://www.revenueascend.com/consulting/The Family Office Club was founded in 2007 and has now become the world's largest association in the industry with over 4,000 registered ultra-wealthy investors-Richard C. Wilson is the partner of the Accredited Investor Podcast: https://familyoffices.com/Sign up to get on the list for the World's Most Exclusive Social Networking App: https://www.prestigesocialapp.com/To those looking to potential exit or sell their business or talk about potential business roll up partnerships:https://www.businesscashout.com/Join one of the fastest growing real estate groups on Facebook, which is our 25,300 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414To learn more about mobile home investing, acquiring your first mobile home park: https://www.mobilehomewealthacademy.com https://linktr.ee/jonathantuttleAccredited Investor Podcast- sign up to the email list and get notified of new episodes, bonus content, and potential deal opportunities: https://www.accreditedinvestorpodcast.com/
Unlock the secrets of resilience and adaptability as we explore the incredible journey of Lyle Adams, a former professional soccer player who has successfully navigated the challenging transition to the tech industry. Lyle opens up about his experiences on the soccer field, the fierce competition of Major League Soccer (MLS), and the invaluable lessons learned. Listen to his story as he candidly shares the obstacles he faced moving into the corporate world and how he leveraged his determination and work ethic to overcome them.Discover how Lyle embraced a broader identity beyond sports. We delve into the role of curiosity and diverse interests in preventing the feeling of being siloed, and the stark realities athletes face when stepping away from a sport that has been their life. Lyle's insightful reflections on the parallels between the sports and corporate worlds will resonate with anyone considering or navigating a career transition. His personal anecdotes highlight the necessity of a supportive family and the tough but valuable lessons learned from setbacks, emphasizing that growth often requires embracing a non-linear path.Gain actionable advice from our deep dive into athlete networking and career development. Lyle underscores the importance of patience, continuous learning, and informed decision-making. He shares practical tips on seeking guidance from knowledgeable mentors, understanding business decisions, and the power of small, consistent improvements. Whether you're an athlete contemplating your next move or anyone facing a career shift, this episode offers a treasure trove of wisdom on how resilience and incremental growth can lead to lasting success. Tune in to glean insights that could transform your professional journey.This is episode #8 of the pro athlete mini series.To learn more about Jonathan's recession resilient mobile home park real estate Fund, as our next Fund raise is $50 million and only for accredited investors: https://www.midwestparkcapital.com/To learn more about Jonathan's highest level business growth consulting and fractional CMO services, and digital marketing for small businesses, startups and growing Ecom brands.https://www.revenueascend.com/consulting/The Family Office Club was founded in 2007 and has now become the world's largest association in the industry with over 4,000 registered ultra-wealthy investors-Richard C. Wilson is the partner of the Accredited Investor Podcast: https://familyoffices.com/Sign up to get on the list for the World's Most Exclusive Social Networking App: https://www.prestigesocialapp.com/To those looking to potential exit or sell their business or talk about potential business roll up partnerships:https://www.businesscashout.com/Join one of the fastest growing real estate groups on Facebook, which is our 25,300 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414To learn more about mobile home investing, acquiring your first mobile home park: https://www.mobilehomewealthacademy.com https://linktr.ee/jonathantuttleAccredited Investor Podcast- sign up to the email list and get notified of new episodes, bonus content, and potential deal opportunities: https://www.accreditedinvestorpodcast.com/
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