Podcasts about family offices

Send us a textComing to you from Thailand, Richard C. Wilson shares a powerful insight for founders and fund managers: overpromising kills deals. If you're raising capital and making bold claims without checking them against industry standards—or using AI to stress-test your assumptions—investors will go dark on you fast.Learn the simple but critical mindset shift that can help you gain investor trust, stand out from the noise, and avoid sounding like every other amateur pitch.✅ What you'll learn in this video:– Why overpromising instantly ruins investor trust– How to avoid sounding like every other pitch– The easiest AI tool you're not using (but should)– What family offices and real investors really look for

Send us a textJoin us for a dynamic panel discussion on the rapidly evolving world of alternative investments. Hosted by the Family Office Club, this conversation brings together top investors and entrepreneurs across cannabis, precious metals, AI-driven asset management, fractionalized art, oil & gas, and battery energy storage.

Send us a textIn this rapid-fire Q&A, Richard C. Wilson answers key audience questions on how to connect with investors, build pitch credibility, and use AI tools for smarter capital raising.

Send us a textThis powerful investor panel discussion explains exactly what family office investors want to see from founders, capital raisers, and fund managers. From pitch structure and outreach strategies to trust-building and valuation expectations, this conversation cuts through the noise. Learn why knowing your numbers is non-negotiable, how to stand out in a crowded inbox, and why most founders fail to make it past the first filter. Hear insights on what makes investors engage, how to avoid overhyping unrealistic growth, and why emotional alignment, skin in the game, and long-term thinking matter more than flashy decks. This session also dives into how some family offices use proprietary data and internal strategies to outperform the market, and why personal connection, patience, and education are more valuable than aggressive selling. Whether you're seeking a family office partner or trying to refine your investor pitch, this is required viewing.

Send us a textIn this powerful talk recorded live at a Family Office Club Investor Day, Richard C. Wilson shares timeless principles of influence and persuasion that have helped raise billions in capital and build one of the largest investor networks in the world.

Send us a textIf you're raising capital, pitching investors, or structuring joint ventures, this video reveals 5 free things that build trust instantly, get you more investor meetings, and make your pitch stand out.

Send us a text"Data is the new fossil fuel" — and AI is transforming how investments are sourced, vetted, and scaled. In this insightful conversation, we explore how ultra-high-net-worth investors and family offices are leveraging data and AI to enhance fund selection, streamline due diligence, and identify top-performing GPs.You'll learn:- How data analytics drives fund-of-funds selection- Why AI is powerful in PE but limited in early-stage VC- The critical role of founder storytelling in attracting UHNW capital- How single family offices balance technology with personal relationships

Send us a textExplore how ultra-high-net-worth individuals succeed by listening more, staying open to learning, and leveraging their competitive advantages in global markets. From infrastructure innovation to cultural insight, discover what sets them apart in spotting hidden opportunities and navigating risk.https://familyoffices.com/

Send us a textStep inside our first-ever Family Office Club Retreat in Hawaii, hosted by Richard C. Wilson. This milestone event brought together top-tier investors, capital raisers, and family offices for a full day of powerful networking, fireside chats, and advanced insights on deal structuring, artificial intelligence, and investor relations.In this video, you'll hear directly from Richard as he sets the tone for the day, shares key statistics on the family office industry, and introduces 25 expert speakers who discuss:• Smart capital raising strategies• Using AI to work 33% faster with fewer mistakes• Investor mental models & deal structures• How to build powerful investor relationships• Tools to find and structure better deals

Bastian Krautwald, Gründer von mitte, spricht über den Aufbau einer der führenden Padel-Ketten Europas. Mit bereits 40.000 aktiven Spielern teilt Bastian, warum er nach erfolgreichen Digital-Exits in die Offline-Welt wechselte, wie er den Sprung von Software zu Immobilien meisterte und warum der richtige Mix aus Family Offices und VCs entscheidend ist. Was du lernst: Der Wechsel von Digital zu Offline: Warum Brick & Mortar andere Finanzierungsmodelle braucht Die Balance zwischen VC und Private Equity Wie du Offline-Geschäftsmodelle validierst Teamaufbau & Führung: Die richtige Balance zwischen Erfahrung und Drive Warum Haltung wichtiger ist als Skills Wie du dezentrale Teams erfolgreich führst Finanzierung & Investoren: Die Rolle von Family Offices vs. VCs Warum klassische Venture Metrics nicht passen Die Bedeutung von Unit Economics Wachstumsstrategie: Von 7 auf 30-40 Standorte Die Bedeutung von organischem Wachstum Wie du Retention in Offline-Businesses maximierst Vision & Skalierung: Das Potenzial des europäischen Marktes Die Rolle prominenter Investoren Wie du nachhaltig große Marken aufbaust ALLES ZU UNICORN BAKERY: https://zez.am/unicornbakery  Hilf mit, Unicorn Bakery noch größer zu machen:  Hier geht's zur offenen Stelle

Zu Gast ist Carsten Puschmann. Carsten ist ein erfahrener Unternehmer, Investor und Impulsgeber im digitalen Ökosystem. Er ist Gründer der Scale Now Ventures GmbH, Mitgründer von Cookie Ventures LLP (gemeinsam mit Janna Ensthaler) sowie Gründer der Q.Two GmbH. Darüber hinaus ist er Chairman des Pioneer Lab der Bildungsgruppe Fresenius. Puschmann engagiert sich aktiv im FDP-Wirtschaftsforum und ist Mentor bei High.Tech NRW. Zudem fungiert er als Juror bei Miss Germany. Als Head of Audio bei Business Punk verantwortet er die Podcasts „How to Hack“, „How to Invest“ und „How to Marketing“, bei denen er teilweise auch als Host auftritt. Mit einem 30-köpfigen Team unterstützt er frühphasige Startups beim Unternehmensaufbau und begleitet sie bis zur Series-A-Finanzierung. Dabei agiert er als Bindeglied zwischen Family Offices und innovativen Startups aus der DACH-Region und den USA. In seiner Karriere gründete er zahlreiche Unternehmen, darunter die Capital Now und die Q.Two GmbH, und war an erfolgreichen Exits wie claudio.de, Swissmaster Watches und womensnet.de beteiligt. Produkt- und ideengetrieben entwickelte er unter anderem Europas größtes Loyalitätsprogramm für die Wohnungswirtschaft im Auftrag von Vonovia. Seine Expertise in Entrepreneurship, Digitalberatung und Investments hat ihn zu einem gefragten Experten für exponentielles Wachstum gemacht. Carsten Puschmann ist regelmäßig als Speaker und Jurymitglied auf namhaften Events wie dem Ludwig-Erhard-Gipfel, ruhrSummit, ruhrSTARTUPWEEK, RISE Conference und der Private Equity Conference vertreten. Im Februar 2024 wurde er vom Magazin Business Punk in die Watchlist der 100 innovativsten Köpfe der deutschen Digitalwirtschaft aufgenommen.

What's the secret behind building long-term wealth, creating a legacy, and thinking like a billionaire? In this powerful episode of the Jake & Gino Podcast, Gino sits down with Richard C. Wilson, founder of Family Office Club and Billionaires.com, to unpack the strategies, mindset, and structure behind the ultra-wealthy's most powerful wealth-building tool: the family office.Whether you're just starting out or already investing in real estate or businesses, this episode will show you how to think holistically, establish core values, and build a legacy plan that scales with you. Richard shares personal stories, insights from interviewing over 40 billionaires (including Tony Robbins, Mark Cuban, and Tim Draper), and how proximity to the right people transforms your financial future.We dive deep into wealth allocation, parenting with purpose, the power of extreme focus, and why creating a family office is no longer just for billionaires. Learn how to structure your assets, who to include on your team, and why investing in yourself is the most powerful move you can make.Want to take the next step toward financial freedom and legacy wealth? Watch now and learn how to start your own family office—even if you're not ultra-rich… yet. Chapters:00:00:00 - Introduction to Happy Money and Family Offices  00:01:53 - Building Your Family Office Team  00:02:48 - The Family Office Model Explained  00:05:49 - Common Mistakes in Starting a Family Office  00:07:44 - The Power of Proximity and Relationships  00:11:11 - Purpose Over Money  00:15:28 - Understanding Wealth and Family Dynamics  00:28:42 - Common-Sense Wealth Principles  00:32:40 - The Game of Wealth Creation  00:35:43 - Misconceptions About Billionaires00:41:33 - Richard's Final Takeaways & Where to Find Him   We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

In this episode of the Grownlearn Podcast, Zorina Dimitrova sits down with Steve Walsh, investor, entrepreneur, and author of "Make the 10X Leap." Broadcasting from the insurance hub of Des Moines, Iowa, Steve shares his battle-tested strategies for scaling businesses, raising capital, and building a strong company culture—without losing your soul in the process. This conversation dives deep into startup growth strategies, the difference between venture capital and smart private equity, and why relationship-building and strategic alignment are at the core of truly sustainable businesses. Whether you're a founder aiming for your first million or a seasoned entrepreneur preparing for an exit, this episode is packed with insights on entrepreneurial mindset, team dynamics, and the real deal behind investor-readiness. Steve Walsh's website: https://www.bisonequitygroup.com/ -----------------------------------------------------------------------------------------------------------------------------------------------------------

Send us a textIn this powerful discussion, Sylvia—an experienced voice in policy and wealth management—breaks down why emerging fund managers and independent sponsors continue to face massive roadblocks in raising capital post-COVID.She explains the growing gap between smaller investment firms and trillion-dollar wealth management giants like Blackstone and KKR, and what emerging managers must do to compete in today's conservative capital environment.

Send us a textWhile vacationing in Thailand, I took a moment to reflect on a pattern I've noticed after working with hundreds of centimillionaires, billionaires, pro athletes, and driven founders: real success takes both hard work and smart work.In this video, I break down what sets the top 0.1% apart — their mindset, relentless drive, and how they leverage tools like AI without losing their edge. If you're raising capital, building a business, or managing a family office, this message is for you.

Could opening up the Single Family Office to other families produce a unique model for wealth management? Shaun goes through the benefits, and challenges for those looking at building a true to label "Multi Family Office" and provides insight for anyone looking to use this outsourcing option.     Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors. Nothing in this podcast (Communication) constitutes an investment offering of any kind. This Communication is for informational purposes only. It does not constitute investment or financial advice. 

Send us a textI've noticed a major shift among my DecaMillionaire and Centimillionaire clients: smaller, leaner teams—paid significantly more. Why?In this video, I break down:✅ Why top family offices are prioritizing efficiency over headcount✅ How AI is accelerating productivity (and job displacement)✅ Why high-performing team members are more valuable than ever✅ What this means for the future of payroll, privacy, and deal executionThis trend is shaping how $250M+ and $1B+ family offices operate—and how you can stay ahead of the curve.

BNY Wealth has published its 2025 Investment Insights for Single Family Offices report, and Sinead Colton Grant, the company's chief investment officer, discusses the big-three asset classes attracting family-office dollars, as well as those on the wane. (07/2025)

Send us a textDiscover the top secret to raising capital faster and more efficiently from Richard C. Wilson, founder of Family Office Club. In this short video, Richard explains the most powerful shortcut: securing an anchor investor who has already built and exited companies or assets in your niche.Learn how to identify, approach, and benefit from strategic investors who can accelerate your capital raise by 4x or more. Whether you're in real estate, tech, or private equity—this tip could unlock your next big raise.

Send us a textAvoid the #1 mistake founders make when pitching investors. In this quick video from Thailand, Richard C. shares why experienced investors instantly walk away from overly optimistic "hockey stick" projections—and what actually builds trust and closes capital.✅ Key points:– Why big promises don't work– The power of trust, team & process– How to pitch like a pro (not an amateur)

Die Themen im heutigen Versicherungsfunk Update sind: AfW veröffentlicht KI-Leitfaden für Vermittlerunternehmen Der AfW Bundesverband Finanzdienstleistung hat einen Praxisleitfaden zum sicheren Einsatz von Künstlicher Intelligenz (KI) in Vermittlerbetrieben veröffentlicht. Hintergrund ist das Inkrafttreten erster Regelungen der EU-KI-Verordnung. Der Leitfaden hilft bei der Risikoeinschätzung von KI-Anwendungen und gibt praxisnahe Empfehlungen zu Governance, Datenschutz und Dokumentation. Ziel ist es, Vermittlerbetrieben Orientierung zu bieten und rechtliche Risiken zu minimieren. E-Mobilität zieht wieder an – Privatumstiege steigen deutlich Laut HUK-E-Barometer ist der Umstieg von Verbrennern auf reine Elektroautos im privaten Bereich im zweiten Quartal 2025 deutlich gestiegen: 5,5 % aller Fahrzeugwechsel erfolgten zugunsten eines Stromers – ein Drittel mehr als im Vorquartal. Auch die Zustimmung zu E-Autos wächst: Erstmals bewerten bundesweit 48 % der Bevölkerung E-Autos als „gut“ oder „sehr gut“. Besonders stark ziehen die Bestandsquoten in Schleswig-Holstein und Niedersachsen an. Der Gebrauchtmarkt gilt als möglicher Beschleuniger – 60 % befürworten eine Förderung auch für gebrauchte E-Autos. Atradius: Welthandel stagniert – Handelskonflikte belasten Der internationale Kreditversicherer Atradius senkt seine Wachstumsprognose für 2025: Demnach wird die Weltwirtschaft voraussichtlich nur um 2,4 Prozent wachsen, das globale Handelsvolumen sogar nur um 1 Prozent. Grund sind neue US-Zölle, politische Unsicherheiten und steigende Finanzierungskosten. Besonders betroffen: exportorientierte Länder wie Deutschland. Atradius warnt vor weiteren Risiken durch ungelöste Handelsfragen und empfiehlt aktives Risikomanagement in Lieferketten. agencio strafft Managementstruktur Die agencio Versicherungsservice AG, seit Kurzem eine 100%ige Tochter der Ammerländer Versicherung, hat ihre Führungsstruktur verschlankt: Die Bereiche Vertrieb sowie Produktgestaltung und -strategie werden künftig unter Christian Wagner gebündelt, der in diesem Zuge auch Prokura erhält. Ziel ist eine effizientere Aufstellung und engere Verzahnung mit der Muttergesellschaft. LBBW-Themenfonds „Sicher Leben“ knackt 100-Millionen-Euro-Marke Der Aktien-Themenfonds „LBBW Sicher Leben“ hat rund ein halbes Jahr nach seiner Auflage Ende 2024 ein Fondsvolumen von über 100 Millionen Euro erreicht. Der Fonds investiert in Unternehmen aus den Bereichen Verteidigung, Cybersecurity sowie öffentlicher und persönlicher Sicherheit. Laut LBBW Asset Management spiegelt der Erfolg sowohl die thematische Relevanz als auch die starke Performance wider. Geografisch liegt der Schwerpunkt auf Europa und Nordamerika, ergänzt um entwickelte Märkte mit hohen Transparenz- und Compliance-Standards. VOV richtet D&O-Sparte für Investmentunternehmen neu aus Die VOV GmbH baut ihre Expertise im Bereich Directors-&-Officers-Versicherung (D&O) für Investmentunternehmen weiter aus. Mit Nils Tiedemann als neuem Head of Investment Products richtet sich der Fokus künftig gezielt auf Private-Equity-Gesellschaften, Asset Manager, Family Offices und Einrichtungen der Altersvorsorge. Ziel ist eine differenzierte Absicherung komplexer Haftungsrisiken im regulierten Umfeld. Tiedemann bringt über zwölf Jahre Erfahrung in Financial Lines mit und war seit 2023 im VOV-Underwriting tätig.

Send us a textWhat does it take to co-found 6 global leaders and scale dozens of ventures across 80+ countries?Discover how Kevin McGovern, Chairman of McGovern Capital, helped co-found 6 global category leaders and scale ventures to over $1 billion in revenue. In this fireside chat at the Family Office Club, Kevin shares real insights on building billion-dollar companies, sourcing high-quality deals, leveraging global joint ventures, and investing with purpose.With over 25 companies co-founded and business done in 80+ countries, Kevin offers rare lessons on capital raising, licensing, family office dealmaking, and creating impact-driven legacies.

361Firm Briefing "US Still a Magnet for Capital" Meetup and 361Firm.Digital (July 29, 2025)Transcript: https://361.pub/j292025Video: https://youtu.be/B0nNMwz6ALkPodcasts on Apple (https://361.pub/podcast_apple), Spotify (https://361.pub/spotify), Simplecast (https://361.pub/pods) SUMMARY KEYWORDSDistill Intelligence, startup Summit, Steve Case, Brad Feld, venture speakers, $1 million prize, Lansdowne Resort, 361 Firm, AI platform, family offices, philanthropy, investment memos, collective intelligence, digital platform, personalized dashboard., Generative AI, memory computing, proprietary data, portfolio companies, value creation, co-investment, network leverage, feedback, interpretation, training mechanism, legal docs, engagement, roadmap, decision making, cognitive psychologist.SPEAKERSStephen Burke, Adam Blanco, Walter Benadof, Giovanni, Michael Hammer, Jason Sonner, Bill Deuchler, Depinder Grewal, Ella Huong, Andrew Fisch, Tim Gallabrant, MICHAEL CONNIFF, Jonothan Perrelli (Fortify Ventures), Austin Fowler, Lubna Dajani, Jose Kreidler, Adam Oestreich, Yasmin Shmuel, Mark Sanor, Sameer Sirdeshpande, Jonathan Clark, Shienne, Chas WalkerSUMMARYThe 361Firm Briefing and Meetup on July 29, 2025, featured updates on events of 361Firm, provided a Briefing on the US economy in focus and shared the launch of 361Firm.Digital.On events, Mark Sanor introduced Jonothan Perrelli who is hosting his Distilled Intelligence Summit October 14-16 in Virginia, with speakers like Steve Case and Brad Feld. The event aims to bring together 500 attendees, with 100 startups pitching for a $1 million prize. Mark Sanor and Jonathan Perrelli discussed the summit's focus on startups, funders, and operators.The meeting also highlighted the launch of 361Firm Digital, a new AI-powered platform designed to enhance collaboration and decision-making among members, featuring personalized AI assistants and access to relevant deals and content. The meeting discussed the implementation of a memory and governance system using generative AI to summarize and surface insights from past conversations. Yasmin Shmuel highlighted the importance of leveraging proprietary data to enhance decision-making and networking within the firm. Mark Sanor emphasized the need for user engagement and mentioned upcoming one-on-one meetings. Javier Sanchez, the co-founder and head of AI, was introduced. The team plans to refine the AI system based on user feedback to avoid subjective elements and improve accuracy. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

Send us a textDiscover how this  founder of a multi-family office based in Los Angeles, manages capital globally across real estate, credit, and growth-focused private investments. In this fireside chat, Sahil shares rare behind-the-scenes insights on family office operations, cross-border dealmaking, trust-based partnerships, and how to build a resilient investment strategy across generations.✅ What You'll Learn:- How experienced family offices vet and structure global investment deals- Real-world examples of managing capital across real estate, credit, and venture- The critical role of trust, alignment, and governance in ultra-wealthy families- Insights on working with next-gen investors and building multi-generational wealth- How AI is transforming due diligence and investor decision-making

This week's Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg's family office. We packaged these two leading single-family offices together to hear their different approaches to a similar investment challenge, with Soros leaning heavily on internal teams and Willett primarily on external. Please enjoy my conversations with Dawn Fitzpatrick and Steve Rattner, both from 2019. Original Air Dates: Dawn Fitzpatrick EP. 111 – November 3, 2019 Steve Rattner EP. 153 – November 17, 2019 Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

This week's Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg's family office. We packaged these two leading single-family offices together to hear their different approaches to a similar investment challenge, with Soros leaning heavily on internal teams and Willett primarily on external. Please enjoy my conversations with Dawn Fitzpatrick and Steve Rattner, both from 2019. Original Air Dates: Dawn Fitzpatrick EP. 111 – November 3, 2019 Steve Rattner EP. 153 – November 17, 2019 Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Send us a textGo behind the scenes with Camille Homsier, CEO of a $B+ global family office, and a powerhouse panel of family office leaders from New York, LA, Chicago, and Dubai. Recorded live at the Hawaii Family Office Retreat, this candid conversation explores how the ultra-wealthy are navigating global volatility, investing in private markets, and building legacies through real estate, private credit, and venture capital.Topics include:100% alternative portfoliosReal estate as a foundation for wealthESG and impact investing from the GCC perspectiveBuilding long-term family continuityHow to structure for resilience in unpredictable times

FFI Practitioner is pleased to feature a podcast conversation with Mary Duke, Aik-Ping Ng, and Peter Vogel, about the future of family offices worldwide. They discuss the necessity of integrating financial, human, and social capital, and the importance of long-term relationships and generational bridging in family office advising. Mary Duke, FFI Fellow, is an internationally … Continue reading Family Offices Around the World: A Conversation with Mary Duke, Aik-Ping Ng, and Peter Vogel →

Send us a textWhat does the future of real estate look like over the next five years? In this powerful investor panel, experts share their bold predictions, emerging concerns, and timeless strategies for navigating the decade ahead.Whether you're a real estate investor, syndicator, developer, or passive LP — this conversation dives into the macro trends, climate risks, and investment philosophies that will shape the future of the industry.

In today's episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Richard Wilson, founder and CEO of the Family Office Club, to break down how the ultra-wealthy build, protect, and grow their assets. With more than 100,000 members and 18 years at the helm, Richard has helped thousands of family offices form investment strategies that create generational wealth. The episode opens with a look at what sets billionaires apart from the rest of us, from their appetite for risk to how they move quickly and avoid herd thinking. Richard explains that the most successful investors make bold, independent decisions, act fast, and play a long game within a narrow set of skills or markets. Richard also shares the three-bucket model he teaches for wealth management: public market investments, real estate, and direct investments in the business niche that created the wealth. He walks through how families allocate risk across these buckets and why having asymmetric returns and trust in your operators is crucial. The conversation turns to why the most successful investors don't chase pitches. They chase relationships. Family offices look for high-quality people, not just high-potential deals. Richard emphasizes that value-added connections, thoughtful deal structuring, and strong mental models are what win attention in a noisy space. He and Jonathan also discuss the importance of fast decision-making, the rise of AI tools to enhance due diligence, and how Richard's journey from a basement apartment to launching billionaires.com reflects the same lessons he teaches investors: add value first, go deep in your niche, and build something no one else can replicate. In this episode, you will hear: Traits that distinguish billionaire investors from the average high-net-worth individual Ways family offices allocate capital across asset classes The role of trust and consistency in attracting investor interest How asymmetric returns and thoughtful deal structures build long-term wealth Richard's approach to applying AI tools to improve decision-making Factors that make niche expertise more valuable than broad exposure How fast, focused action drives better outcomes in competitive markets Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Family Office Club website - familyoffices.com Centimillionaire Strategies on YouTube - www.youtube.com/user/familyofficesgroup Family Office Club on Facebook - www.facebook.com/familyofficeclub Family Office Club's Instagram - www.instagram.com/familyofficeclub Connect with Family Office Club on LinkedIn - www.linkedin.com/company/familyoffices Richard Wilson on X - x.com/RichardCWilson Connect with Richard on LinkedIn - www.linkedin.com/in/singlefamilyoffice Family Office Club's TikTok - www.tiktok.com/@familyofficeclub Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Send us a textWhat does goose hunting have to do with investing in AI and real estate? A surprising analogy kicks off this dynamic investor panel covering today's most relevant topics in the real estate market.In this video, you'll hear from a powerhouse lineup of investors, developers, and operators across multifamily, private lending, regenerative real estate, healthcare-integrated communities, and more. Topics discussed include:Real estate investment strategies for the next decadeWhy preferred equity and syndicates are being re-evaluatedHow physicians and family offices are partnering on purpose-driven developmentsWhy raw land and eco-retreats are growing trendsThe risk of being “first in the V” when chasing new ideas like AIFeaturing insights from:✔️ National REIT operators✔️ Next-gen family office investors✔️ Surgeons turned real estate developers✔️ Eco-resort and net-zero project leaders✔️ Legacy brokers with 200,000+ agentsThis conversation blends hard-won wisdom with fresh ideas for navigating today's investment environment — don't miss it.

On episode 421 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss a nervous stock market rally, U.S. corporate exceptionalism, how the stock market bottoms, the worst decade ever for bonds, rich people who don't feel rich, Apple vs. Meta, Bitcoin's market cap, the upper middle class is getting too crowded, private equity vs. youth sports and more. This episode is sponsored by YCharts and Flat Rock Global. Get 20% off your initial YCharts Professional subscription when you start your free trial through Animal Spirits (new customers only). Sign up at: https://go.ycharts.com/animal-spirits Flat Rock funds are available exclusively to RIAs, Family Offices, and Institutional Investors. Visit https://flatrockglobal.com/animalspirits to learn more. Sign up for The Compound newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find complete show notes on our blogs: Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Mark Ledlow is joined by Benjamin Whitfield, a seasoned security professional with a military and agency background and a former CIA. They discuss Ben's transition from being an executive in Silicon Valley to an independent consultant, and delve into the complexities of the security industry. Key topics include the role of Chief Security Officers, the importance of sales in security, and the need for risk-based assessment. They also explore emerging trends in security, the impact of the new administration, and the importance of continuing education for security professionals.Learn about all this and more in this episode of The Fearless Mindset Podcast.KEY TAKEAWAYSBuilding relationships is crucial for ensuring security programs are funded and supported. The role of a Chief Security Officer (CSO) involves significant political and sales skills. Proper risk assessments tailored to the company culture are essential for effective security programs. The executive protection industry's future might see growth due to increasing threats and new economic sectors like cryptocurrency. Ongoing education and adaptation to emerging trends and technologies are vital for security professionals.QUOTES"It's all sales... Your job really is to advocate for how do you protect people, facilities, operations as much as possible given what the political climate is in your company." "If you build a program that meets the absolute corporate need, your job isn't going away." "In Silicon Valley, I'll stereotype. I'm just the kid wearing the hoodie. You're the kid wearing the hoodie who's now worth, you know, a billion dollars." "There are multiple ways where a company can provide, can have security for its senior most executives." "The CSO chair is, you're playing politics, you're fighting for budget with everybody else."Get to know more about Benjamin Whitfield through the links below.https://www.linkedin.com/in/benjaminwhitfield/To hear more episodes of The Fearless Mindset podcast, you can go to https://the-fearless-mindset.simplecast.com/ or listen to major podcasting platforms such as Apple, Google Podcasts, Spotify, etc. You can also subscribe to the Fearless Mindset YouTube Channel to watch episodes on video.

Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"What if I told you there's a hidden world of investors who can fund your dreams, but nobody teaches you how to access them. See, in the next few minutes, I'm going to reveal the exact playbook that turns emerging managers into multi million dollar fund leaders that secret institutions do not want you to know. Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: https://making-billions.com/[THE GUEST]: Jim Curry is a co-founder of BuildGroup.[THE HOST]:  Ryan Miller is an Angel investor, former VP of Finance, CFO of an insurance company, and the founder of Fund Raise Capital,  https://www.fundraisecapital.co where his strategies helped emerging fund managers and deal syndicators to report raising over $1B following his strategies.Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

Ever wonder how billionaires actually build, protect, and pass down their wealth?In this episode, we sit down with Richard C. Wilson — founder of the Family Office Club and advisor to 100+ ultra-wealthy families — to pull back the curtain on the secret world of family offices.These private wealth systems are how the ultra-rich multiply assets, reduce taxes, manage risk, and preserve their lifestyle across generations. Richard breaks down how the top 0.01% think differently about money, legacy, health, and long-term investing — and why most people are playing an entirely different game.From billionaire mental models to the rise of AI in wealth management, and the quiet habits that actually build generational wealth — this episode reveals the strategies the wealthy never share on social media.Whether you're building your first million or planning 100 years ahead, this is your blueprint for playing the wealth game at the highest level.Level up your real estate game instantly - Join our Wealth Juice Real Estate Investor Network for less than $1/day https://www.skool.com/wealth-juice-investor-network-5387/about?ref=0b0b3cf0d0d2448f97b4a9d4f78a2220 RESOURCES

Send us a textWhat do billion-dollar family offices really look for in deals? In this powerhouse panel discussion from the Family Office Club Summit, top investors and allocators managing over $1B+ in assets reveal their insights on deal flow, capital structures, real estate, healthcare, AI, venture capital, and more.

The Human Side of Wealth: Navigating Family Dynamics – with Emily Bouchard Kathleen and Brad speak with Emily Bouchard, founder of Bouchard Bespoke Consulting.  Emily is a Chief Learning Officer and Family Dynamics Advisor for Family Offices and Financial Advisory Firms, working alongside financial advisors, estate attorneys, and family offices to address the human side of money. We speak with Emily about her role as a listening coach and how she works with families to help them better communicate with full transparency and the steps she takes to help them assess, rebuild and sustain trust across all family members. We also talk about the importance of educating and preparing beneficiaries for the roles and responsibilities they will take on within the context of their family's wealth. We learn what a “purposeful prenup” is, tips on how to navigate the fair versus equal debate, and different assessments advisors can think about implementing in their practice to help deepen conversations they're having with families.  If you've ever found yourself navigating tricky family dynamics in a client relationship this is a conversation you won't want to miss. www.EmilyBouchard.com

Join Jeff Malec as he sits down with Brian Adams, partner at Mack International, for an illuminating conversation about the intricate world of family offices. Brian shares his unique journey from real estate entrepreneurship to talent search, offering insider insights into how ultra-high-net-worth families manage their wealth, navigate generational challenges, and recruit top talent. From the complexities of multi-generational wealth transfer to the evolving landscape of family office management, this episode provides a rare behind-the-scenes look at a typically opaque industry. Discover the strategies, challenges, and human dynamics that drive some of the most sophisticated wealth management operations in the United States. SEND IT!Chapters:00:00-00:46=Intro00:47-09:21=From Wall Street to Music City: Exploring Brian Adams' Professional Journey and Family Roots09:22-15:31= The Listening Tour: Navigating Career Transitions and Unlocking New Business Opportunities15:32-29:30=Family Offices Unveiled: Defining Structure, Services, and Strategic Decision-Making29:31-41:06= Talent Acquisition and Compensation: Insights into the Family Office Ecosystem41:06-48:06= Geographic Dispersion and the Evolution of Family Office Operations48:07-53:55= The Future of Family Offices: Embracing Technology, Talent, and Generational Challenges53:56-59:59= Busting Back in Time: Tracing the Birth of the Nation State and Finding the Right TalentFollow along with Brian on LinkedIn and be sure to check out Mack International's website mackinternational.com!Don't forget to subscribe to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Derivative⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, follow us on Twitter at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@rcmAlts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and our host Jeff at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@AttainCap2⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, or⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ , and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sign-up for our blog digest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.rcmalternatives.com/disclaimer⁠

361Firm Briefing "Shock Averted, Now What?" & Deep Dive on "2H 2025 Tech Investing" July 1, 2025Transcript: https://361.pub/july1briefingSUMMARYThe meeting discussed the current state of the global economy and tech investing. Stephen Burke highlighted a 19% S&P 500 drop and the impact of de-escalation between Israel and Iran. He emphasized the importance of Fed independence and the potential for rate cuts. Rafiq Ahmed from Chicago Ventures discussed Midwest investment opportunities, noting a 65% valuation advantage over the West Coast. Julia Monfrini from Pace Healthcare emphasized the potential for outsized returns in healthcare tech, citing a 2.53x DPI for her fund. Nelson Stacks from Waveguide shared insights on out-licensing technology from universities. The panel also explored strategies for navigating the current venture capital environment. The meeting discussed the healthcare sector's shorter investment timelines compared to traditional tech ventures, with biotech funds completing phases in under five years. Rafiq Ahmed highlighted the growing use of DAFs in venture and PE investments. J.P. Keating shared a report on the US VC market, emphasizing Midwest trends. Spencer Walker noted MIT and Stanford's success in tech transfer. Parth Vakil praised Austin's tech innovation. The discussion also covered the challenges of secondary markets, IPO dynamics, and effective portfolio management. Upcoming events were planned in Newport, New York, Hamptons, London, and various international locations, with a focus on tax updates and manufacturing hubs. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

Hear from one of the largest advisory firms, Vanguard

In this episode of Mission Matters, host Adam Torres interviews Angelo Robles, Founder and CEO of Family Office Association, live from the Milken Global Conference in Beverly Hills. Angelo dives into the evolving world of family offices, sharing why entrepreneurship, mindset, and AI integration are essential to creating modern, impactful legacies. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Send us a textWhat does it really take to build a family office from scratch? Yahya Mahmud went from a tech career to scaling a private credit and real estate business that led to a life-changing exit. In this fireside chat, hosted by Richard C. Wilson at the Family Office Club, Yahya shares:✅ How he leveraged systems thinking for sustainable wealth✅ His approach to private lending & co-investments✅ Why character returns when doing due diligence✅ The "barbell strategy" & his favorite mental models✅ What first-gen family offices get right (and wrong)Whether you're raising capital, building a legacy, or scaling your own family office—this is a masterclass in wealth creation through trust, leverage, and discipline.To attend upcoming investor events or explore membership:www.FamilyOffices.com/joinRichard@FamilyOffices.comCall/Text: +1 (305) 333-1155

Julia Friedrichs ist gelungen, was es so noch nicht gegeben hat: Für ihr neues Buch bat sie Superreiche zum Gespräch, und diese erlauben ihr umfassende Einblicke in ihre Welt und stellen sich ihren Fragen. Ihre Recherchereise führt die Autorin zu Luxusjachten in Family-Offices und Steueroasen. Im Gespräch mit Wissenschaftlerinnen und Experten fördert sie exklusive neue Daten und Fakten über die vermögendsten Familien des Landes zutage.Julia Friedrichs erzählt im Rahmen des Wiener Stadtgesprächs vom 4. Juni 2025 von einem augenöffnende Trip durch die Welt des Geldes und jener, die sonst schweigen.Das Buch “Crazy Rich” von Julia Friedrichs ist im faltershop erhältlich. Hosted on Acast. See acast.com/privacy for more information.

Send us a textAfter hosting 300+ events over the past 18 years, Family Office Club founder and CEO Richard C. Wilson shares 10 proven strategies for making the most of your time at investment conferences. Whether you're raising capital, investing, or building key relationships, these insights will help you unlock maximum ROI from every event you attend.

Send us a textDiscover how billionaires think, make decisions, and move fast in a world of constant change. In this keynote, Family Office Club founder Richard C. Wilson shares insights from interviews with billionaires, ultra-wealthy investors, and family offices managing $100M+ in assets. Learn the key mental models, productivity habits, and mindset shifts that separate billionaires from everyone else.Whether you're an entrepreneur, investor, or high achiever aiming to level up, this talk breaks down the traits that help the ultra-rich stay agile, decisive, and in constant motion — even when others are frozen.

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Le sujet :Observer ceux qui réussissent est souvent un excellent moyen de progresser. Et cela vaut aussi pour l'investissement. Mais alors, quels sont les ressorts qui ont permis aux milliardaires français de bâtir leur fortune ?L'invité du jour :Eric Tréguier est l'auteur de La Minute Riches, une newsletter qui décrypte le patrimoine des Français les plus fortunés. Au micro de Matthieu Stefani, Eric nous partage les secrets d'investissement des milliardaires français. Découvrez :Qui sont les grands milliardaires françaisComment a évolué le classement depuis les années 1990Quelles sont les caractéristiques des investisseurs milliardairesQuelles sont les techniques d'investissement à répliquerQuel est le rôle des family officesIls citent les références suivantes :Acquired podcastIconic HouseAinsi que d'anciens épisodes de La Martingale :#106 - Investir comme Warren Buffett#150 - La société holding : est-ce que ça me concerne ?On vous souhaite une très bonne écoute ! C'est par ici si vous préférez Apple Podcasts, ou ici si vous préférez Spotify.Et pour recevoir toutes les actus et des recommandations exclusives, abonnez-vous à la newsletter, c'est par ici.La Martingale est un podcast du label Orso Media.Merci à notre partenaire eToro de soutenir la Martingale.Allez sur etoro.com et prenez le contrôle de vos investissements. E-T-O-R-O point com.eToro est une plateforme d'investissement multi-actifs. La valeur de vos placements peut augmenter ou diminuer. Votre capital est assujetti à un risque.Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

In this episode of The Property Profits Podcast, host Dave Dubeau sits down with Andres Ospina, a capital raising expert with deep experience in the world of family offices. Andres shares insights on how the landscape of raising private capital has evolved over the past 15 years—and how digital branding plays a critical role in success today. As the man behind FamilyOffices.com and Family Office Club, Andres has built a vetted network of 8,000 active investors, including ultra-wealthy families and professionals transitioning into investment roles after major liquidity events. He explains how these families think, how they structure their legacy planning, and why trust and branding are just as vital as the numbers behind the deal. You'll learn about: The true nature of family offices and how they operate How Andres and his team support investors through education and due diligence Why personal branding, podcasts, and video content matter more than ever in raising capital Real-world examples of entrepreneurs who've successfully leveraged media and storytelling to attract investment Why a video with just 300 views could be worth $200 million   - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/

Kerry Lutz talks with Richard Wilson about the evolving role of family offices in managing ultra-wealthy portfolios. They explore how these offices offer strategic planning, tax advantages, and personalized investment strategies—often focusing on industries where the wealth originated, plus real estate and public markets. The conversation shifts to AI's growing impact on finance, investing, and legal services, including concerns over white-collar job displacement. Richard also highlights family offices' cautious interest in crypto and emerging tech like robotics, and the critical need for personal relationships in a tech-driven world. Find Richard here: https://familyoffices.com Find Kerry here: http://financialsurvivalnetwork.com  and here: https://inflation.cafe Kerry's New Book "The World According to Martin Armstrong" is now a #1 Best Seller on Amazon. Over 1,500 copies sold in the first week—no discounts, just raw truth. Order it here: https://amzn.to/4kuC5p5