Podcasts about family offices

Dans cet épisode d'Espace Montréal, Axel Monsaingeon reçoit Stéphanie Lincourt, associée chez Richter et spécialiste de l'accompagnement des familles fortunées et des investissements immobiliers. Ensemble, ils explorent le fonctionnement des multi-family offices, les critères utilisés pour sélectionner des projets immobiliers, les erreurs les plus fréquentes commises par les promoteurs et investisseurs, ainsi que l'importance de la fiscalité, de la gouvernance et de la structure des investissements. Vous découvrirez pourquoi l'immobilier demeure une classe d'actifs privilégiée pour la préservation du patrimoine, comment les family offices analysent les opportunités avant d'investir et quels éléments peuvent faire la différence entre un excellent investissement et une occasion à éviter. Un épisode incontournable pour les investisseurs, développeurs immobiliers et professionnels qui souhaitent mieux comprendre comment le capital institutionnel et privé est déployé dans le marché immobilier canadien.   Sujets et horodatages

Send us Fan MailIn this fascinating investor panel clip, top investors discuss where the next wave of wealth creation may come from after crypto, cannabis, sports betting, AI, and robotics.They break down emerging opportunities in nuclear energy, modular infrastructure, fractionalized investing, tokenization, and future financial structures — plus why many “hot trends” fail before reaching mass adoption.If you've ever felt like you're always late to the next big thing, this conversation explains how smart investors think ahead of the crowd.Topics Covered:✅ The next wealth boom after AI & crypto✅ Nuclear energy investment opportunities✅ Why many reactor startups may fail✅ Fractionalization of assets explained✅ Tokenization vs real-world investing✅ Why liquidity matters in new markets✅ How investors spot trends earlyIf you're an investor, entrepreneur, founder, or future trends watcher, this is a must-watch.

Send us Fan MailIn this high-level investor panel clip, an experienced investor explains why Applied AI will transform nearly every industry — but why most AI startups still won't survive.He breaks down the real challenge for investors: identifying AI companies with a true moat, scalable business model, and realistic exit potential before larger incumbents crush them.They also discuss why many AI infrastructure plays may already be overpriced, and where smarter investors are looking now: AI app layer opportunities, specialized robotics, data optimization, agriculture, sanitation, and niche automation.Topics Covered:✅ Why most AI startups may fail✅ How investors evaluate moats in AI✅ Why AI infrastructure may be too crowded✅ Better opportunities in applied AI✅ Robotics, agriculture & sanitation AI plays✅ How to invest beyond the hype cycle✅ AI investing strategy for 2026If you invest in AI, startups, private equity, venture capital, or future tech, this is a must-watch.

Send us Fan MailIn this powerful investor panel clip, a serial entrepreneur with exits to Apple, Oracle, and SAP shares what founders get wrong about building companies for acquisition.After multiple successful exits and a decade at Apple, he explains why chasing a sale too early destroys priorities — and why the best acquisitions happen when you build a real solution first.He also discusses the future of Applied AI, how AI will organize our chaotic digital lives, and why adversity often creates the biggest breakthroughs.Topics Covered:✅ Founder with exits to Apple, Oracle & SAP shares lessons✅ Why building to sell is usually the wrong strategy✅ Jeff Bezos “missionaries vs mercenaries” mindset✅ How great acquisitions actually happen✅ Applied AI opportunities in daily life✅ Why adversity often leads to success✅ Building startups the right way in 2026If you're a founder, investor, entrepreneur, or startup operator, this is a must-watch.

Send us Fan MailIn this exclusive investor panel clip, a frontier tech investor explains where smart money may flow after AI giants like OpenAI and SpaceX reached massive valuations.If trillion-dollar AI plays feel crowded, where is the next wave? His answer: humanoid robotics, plus emerging opportunities in robotics cybersecurity hardware and AI-powered infrastructure.He breaks down why many investors wait until markets show traction but before full institutional saturation — the sweet spot between early risk and late-stage pricing.Topics Covered:✅ How to invest before institutions pile in✅ Why trillion-dollar AI names may be too crowded✅ The next $10B–$50B opportunity sectors✅ Why humanoid robotics is still early✅ Robotics cybersecurity hardware plays✅ Quantum computing & nuclear trends ahead✅ Smart investor timing strategies explainedIf you invest in AI, venture capital, private equity, robotics, or future technology, this is a must-watch.

In this episode, Priya Ranjan Mohanty sits down with Dhruv Chopra, Managing Partner of Dewan P.N. Chopra & Co. and MD of DPNC Advisors — one of India's top boutique advisory firms founded in 1940.Dhruv shares the remarkable three-generation journey of transforming a pre-Independence law practice into a full-service advisory powerhouse serving 30 of India's top 200 business groups. He discusses the evolution of the CA profession, the rise of family offices in India, navigating family disputes, and advice for aspiring advisory professionals.Chapters:00:00 - Introduction00:49 - About Dewan P.N. Chopra & Co.01:55 - History of the Firm (Founded 1940)06:16 - Dhruv's Journey & Building DPNC Advisors08:30 - Evolution of the CA Profession09:36 - Why Businesses Need Advisors Today12:30 - Specialization vs. Generalization in Advisory13:17 - DPNC's Proprietary Framework for HNIs16:45 - Rise of Family Offices in India20:08 - Professional vs. Personal in Family Investing23:04 - Navigating Family Feuds & Disputes27:56 - Advice for Aspiring Advisory Professionals29:53 - Closing Remarks---About ELI Podcast:ELI (Entrepreneur's Live Interviews) brings you inspiring stories from India's startup ecosystem. Real founders, real journeys, real insights.Website: https://eli-podcast.com

This interview with Sreepriya N.S. discusses the changing landscape of wealth management in India. She explains that Entrust Family Office focuses on balancing capital preservation with long-term wealth creation through India-centric investments, including unlisted opportunities and debt alternatives. The interview highlights the importance of tax efficiency, liquidity management, and disciplined investment strategies. It also explores how artificial intelligence is being used to improve data analysis, while emphasizing that human judgment remains essential in decision-making. Additionally, Sreepriya stresses the growing importance of governance and sustainability to meet the expectations of younger, globally-minded investors and ensure long-term financial stewardship and stability.

After an extensive career in the financial industry, Matthew now serves as a key figure at Pathstone, where he leads with a commitment to integrity, strategy, and client-first solutions. In this episode, Matthew shares insights from his journey at Pathstone, diving into the firm's unique approach to wealth management and how they're reshaping the financial landscape. He discusses the lessons he has learned about building trust with clients, leading teams with purpose, and adapting to the ever-evolving financial world. Matthew also reflects on how Pathstone's client-centric model continues to drive long-term success and create lasting impact for families and institutions alike. In this episode, Darius and Matthew will discuss: (00:00) Introduction to Pathstone and Matt Fleissig (02:02) Matt's Journey: From Computer Nerd to Wealth Management (05:55) The Birth of Pathstone: Vision and Early Days (09:57) Understanding Family Offices and Pathstone's Unique Model (14:05) Client Profiles: Ultra High Net Worth and Family Offices (18:01) Innovative Services: Unbundling Wealth Management (21:47) Scaling the Business: Technology and Automation (26:00) Entrepreneurial Growth: Pathstone's Rapid Expansion (30:12) Maintaining Vision: M&A and Future Directions (30:42) Understanding Wealth Management Scale (34:06) The Evolution of Leadership in Growing Firms (35:15) Reinventing Leadership for Growth (38:32) The Role of Private Equity in Growth (40:28) Creating a Culture of Ownership (48:22) Integrating Diverse Talents and Cultures (54:34) Future Trends in Wealth Management Matthew Fleissig is the CEO and co-founder of Pathstone, The Family Office, serving families, family offices, and foundations. He leads the firm's strategic vision and innovation and serves on the Investment Oversight Committee and Executive Leadership Team. Previously, Matt was President of Pathstone and held roles at Harris myCFO and The Ayco Company, advising high-net-worth clients on investments and financial planning. Connect with Matthew: Website: https://www.pathstone.com/ LinkedIn: https://www.linkedin.com/in/fleissig/  Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/imthedarius/ YouTube: https://www.youtube.com/@Thegreatnessmachine  Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Capital Raiser Show, Richard Wilson sits down with billionaire entrepreneur and AI investor Pavan Agarwal for a fireside chat on mindset, artificial intelligence, mortgage innovation, and building a long-term technology platform. Pavan shares how his family built SunWest Mortgage into a major national lender, why trust and integrity helped the business survive the financial crisis, and how Angel AI is being developed to simplify financial services, lending, credit, insurance, taxes, and long-term wealth planning. This conversation explores the mindset behind building and protecting a massive AI portfolio — and why the biggest opportunities may come from combining deep industry experience with technical execution. Topics covered include: The mindset shift required to scale a national business Why integrity matters when markets turn against you How AI is changing mortgage lending and financial services Why AI is an "ocean," not just a wave The value of patents, proprietary technology, and long-term vision Why founders should trust their own instincts earlier How Angel AI aims to become a personal financial companion Real estate, fixed income, and technology investing insights Why patient capital can win in AI and startups The biggest mistakes founders make when chasing trends To meet investors in person and learn directly from decamillionaires, family offices, and ultra-wealthy investors, visit FamilyOffices.com

Join Jason Ma, Founder & CEO of ThreeEQ, for a candid conversation on what's reshaping the world of single family offices and ultra-high-net-worth investing.As a senior advisor and rainmaker to select SFOs, UHNW families, and enterprises, longstanding B20 member across 12 G20 presidencies, and chair of the recent Silicon Valley Economic Forum (SVEF) and moderator of its "Single Family Office Trends in the Age of AI" panel, Jason sits at the intersection of global capital, AI disruption, and generational wealth strategy.In this episode, we unpack how SFOs are repositioning into AI and tech direct investing, the risks they're navigating, and why the families who thrive long-term are those investing not just in assets — but in people.

Send us Fan MailIn this exclusive investor panel clip, a frontier tech investor breaks down how they invest in some of the world's hottest private companies including SpaceX, OpenAI, Anduril, and why humanoid robotics may become the biggest investment opportunity of the decade.He explains why Elon Musk says humanoid robots could be the biggest product in human history, how investors are using SPVs to access private deals, and why business-to-business robotics may outperform consumer robots first.They also discuss the next bottleneck in AI growth: energy and data centers — and where smart money may flow next.Topics Covered:✅ How investors accessed SpaceX & OpenAI early✅ Why humanoid robotics could explode in value✅ Tesla Optimus vs industrial robotics plays✅ SPV investing explained✅ AI, robotics & manufacturing trends✅ Data centers and energy as the next bottleneck✅ Best frontier tech opportunities for 2026If you invest in AI, venture capital, private equity, robotics, or future tech, this is a must-watch.

Send us Fan MailIn this powerful investor panel clip, a seasoned investor shares why private debt may be riskier than most realize — and why many problems are just getting started.He explains how rising interest rates, aging underwriting assumptions, and overhyped debt products could create serious issues ahead. Then he reveals what he believes is the next mega trend in finance: fractionalized investing.From music royalties to alternative assets, fractional ownership could reshape how investors build wealth through diversification and access.Topics Covered:✅ Why private debt risks are increasing✅ The danger of outdated underwriting models✅ What investors should watch in 2026✅ Why fractional investing is exploding✅ Music royalties, alternative assets & diversification trends✅ Future of investing explained simplyIf you're investing in private credit, real estate debt, alternative assets, or looking for the next big trend, this is a must-watch.

How is AI changing the way brands innovate, launch products, understand consumers, and build stronger relationships with their markets? In this episode of Grownlearn, host Zorina Dimitrova speaks with Shantanu Srivastava, a global marketing and innovation leader with more than two decades of experience across major consumer brands including Twinings, Danone, Sanofi, and Reckitt. Shantanu explains how AI is transforming marketing efficiency, product development, consumer research, compliance screening, and brand strategy inside large organizations. He also shares why human judgment remains essential, even as AI tools make innovation faster, cheaper, and more continuous. The conversation also explores the shift from traditional brand storytelling to story doing and story living, with examples from challenger and purpose-led brands such as Oatly, Tony's Chocolonely, Dove, and others. Shantanu also shares his personal transition from corporate brand leadership to entrepreneurship, including his work in health and wellness, lifestyle-related health management, and advisory work with startups and purpose-driven brands. In this episode, we discuss: • How AI is changing marketing and innovation • Why FMCG companies are rethinking consumer-led product development • How AI can reduce time and cost in research, marketing planning, and product launches • Why brand storytelling is evolving into story doing and story living • What startups can learn from global brands — and what big brands can learn from startups • How purpose-led brands create deeper consumer engagement • Why AI-driven innovation still needs human oversight • Shantanu's journey from global brand leadership to health and wellness entrepreneurship This conversation is especially relevant for founders, marketers, brand leaders, innovation teams, FMCG professionals, startup advisors, and anyone interested in the future of AI-driven brand growth.

Send us Fan MailIn this exclusive clip from a high-level investor panel, This investor shares blunt insights on why many Reg D investment deals fail investors, the hidden risks most people ignore, and what smarter investors are looking at instead heading into 2026.He also reveals why due diligence is everything, the lack of investor control in many private deals, and where he sees opportunity in specialty finance and alternative assets with low correlation.Topics Covered:✅ Why Reg D deals can be risky for investors✅ The problem with illiquidity and manager control✅ Hidden fee structures explained✅ Best niche alternative assets for 2026✅ 300 due diligence questions every investor should askIf you invest in private equity, real estate, hedge funds, venture capital, or alternative assets, this is a must-watch.

Modern family offices, private trust companies, and purpose trusts: governance, tax considerations, and legacy planning strategies for ultra-high-net-worth families. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.

Send us Fan MailRecorded live at the Family Office Club Super Summit, this segment explores how experienced investors use AI, data, and underwriting processes to evaluate deals and make investment decisions.As technology evolves, investors are combining traditional relationship-driven investing with advanced tools to improve speed, accuracy, and insight.In this discussion, panelists share:• How AI tools are being used for investor research, underwriting, and workflow automation• Why most investors still rely on human judgment despite rapid AI adoption• How large-scale data analysis is used to evaluate complex opportunities• The importance of building structured due diligence processes• How different asset classes (real estate, venture, private equity) approach underwritingYou'll also hear real-world examples:– Using AI to instantly prepare investor profiles and summaries– Reviewing thousands of projects through data mining and document analysis– Applying disciplined underwriting models in private equity secondaries– Leveraging new AI tools for financial modeling and decision-makingThis panel highlights a key reality: AI is a powerful tool — but it enhances decision-making, it doesn't replace investor judgment.

Von Tesla bis Neura Robotics arbeiten mehr als 200 Firmen an menschenähnlichen Robotern, die unsere Wäsche falten oder Autos bauen. Ein Heer an Humanoiden soll die Deindustrialisierung stoppen. Kann das gelingen? Darum geht es im Podcast. Weiterführende Links: BMW, Siemens und Schaeffler: So sollen humanoide Roboter die deutsche Industrie retten Angriff auf Teslas Optimus: Neura Robotics – eine der größten Roboterhoffnungen Europas Optimus und Robotaxis: Teslas Robo-Bluff – wie Elon Musk die Anleger narrt KI-Innovationen: Warum Europa bei der Robotik Tempo machen muss Zum manager magazin Abo Finance Forward – der Newsletter In unserem kostenlosen Newsletter liefern wir Euch exklusive Recherchen und News über Fintechs, Krypto, Fonds und Family-Offices. Jeden Mittwoch vor dem Frühstück, direkt ins Postfach.Hier geht es zur Anmeldung! Alle manager magazin Podcasts finden Sie hier.Alle Newsletter vom manager magazin finden Sie hier. Host: Henning Hinze (Redakteurin manager magazin)Gast: Franz Anko-Hubik (Redakteur manager magazin)Schnitt und Mastering: Felix KleinProduktion: Nele Geiger, Julia Wehmeier, Sven Bergmann+++ Alle Infos zu unseren Werbepartnern finden Sie hier. Die manager-Gruppe ist nicht für den Inhalt dieser Seite verantwortlich. +++ Alle Podcasts der manager Gruppe finden Sie hier. Mehr Hintergründe zum Thema erhalten Sie bei manager+. Jetzt drei Monate für nur € 10,- mtl. lesen und 50% sparen manager-magazin.de/abonnieren Informationen zu unserer Datenschutzerklärung.

Warum scheitern so viele Family Offices schon in der Gründungsphase? Stephan Gerwert, Head of Family Office Services bei PwC Germany, kennt die Antwort – und er spart nicht mit klaren Meinungen. Im Gespräch mit Malte Dreher erklärt er, warum ein Family Office wie ein Unternehmen gegründet werden muss, welche Rolle der „Expert Generalist" spielt, warum die 500-Millionen-Grenze gilt und was der Buddy aus dem Golfclub mit dem größten Fehler beim Family-Office-Aufbau zu tun hat.

Googles Börsenwert nähert sich erstmals der 5-Billionen-Dollar-Grenze. Wie ist es dem Konzern gelungen, den ChatGPT-Angriff auf das Kerngeschäft nicht nur abzuwehren, sondern auch noch zum eigenen Vorteil zu nutzen? Darum geht es in diesem Podcast. Weiterführende Links: KI-Angriff auf ChatGPT: Inside Google – das spektakulärste Comeback der Techgeschichte Fehlende Strategie: Investoren zweifeln an Bewertung von OpenAI Künstliche Intelligenz: Code Red bei SAP und Investoren – KI-Alarm in der Softwarebranche Zum manager magazin Abo Finance Forward – der Newsletter In unserem kostenlosen Newsletter liefern wir Euch exklusive Recherchen und News über Fintechs, Krypto, Fonds und Family-Offices. Jeden Mittwoch vor dem Frühstück, direkt ins Postfach.Hier geht es zur Anmeldung! Alle manager magazin Podcasts finden Sie hier.Alle Newsletter vom manager magazin finden Sie hier. Host: Sarah Heuberger (Redakteurin manager magazin)Gast: Jonas Rest (Redakteur manager magazin)Schnitt und Mastering: Felix KleinProduktion: Julia Wehmeier, Sven Bergmann+++ Alle Infos zu unseren Werbepartnern finden Sie hier. Die manager-Gruppe ist nicht für den Inhalt dieser Seite verantwortlich. +++ Alle Podcasts der manager Gruppe finden Sie hier. Mehr Hintergründe zum Thema erhalten Sie bei manager+. Jetzt drei Monate für nur € 10,- mtl. lesen und 50% sparen manager-magazin.de/abonnieren Informationen zu unserer Datenschutzerklärung.

Welcome to Money 911, where we talk about health, wealth, and peace of mind in a way that is real, relevant, and transformational. Today's conversation is one so many people need to hear, especially those thinking about legacy, protection, and how to navigate a changing financial world with wisdom instead of hype. Our guest is Eric Runge — advisor, strategist, and a bridge between Bitcoin and Wall Street. He is the founder of Family Office Bitcoin, a Registered Investment Advisor serving family offices managing more than $50 million in assets. Eric does not pitch crypto trends or chase excitement. He helps serious families think clearly, act wisely, and build institutional-grade Bitcoin strategies designed for generations, not just quarters. With 20 years in traditional finance and deep study in monetary economics, Eric brings a thoughtful and disciplined voice to one of the most misunderstood topics in finance today. He works with families who already have conviction and want to implement Bitcoin the right way — with proper custody, tax awareness, and governance strong enough to withstand major volatility. He is also the author of Bitcoin & The Family Office: An Intelligent Introduction for the Ultra Affluent. This is going to be a fascinating conversation about legacy, trust, volatility, strategy, and what families and advisors often get wrong before they even begin. Learn more about your ad choices. Visit megaphone.fm/adchoices

Most investors think Bitcoin is about price. At the high-net-worth level, a far more important conversation is happening around taxes. Because Bitcoin isn't treated like a stock or a business. It's treated as property. And that classification opens up strategies around taxation and capital movement that simply don't exist in traditional asset classes. And once you understand that, the way you evaluate Bitcoin starts to change. Most high-net-worth investors don't dismiss Bitcoin because they don't understand it. They dismiss it because, from where they sit, it doesn't meet the standard. If your entire framework is built on fundamentals, intrinsic value, and cash flow, Bitcoin feels like a contradiction. It's volatile, it doesn't produce income, and it doesn't behave like the assets that built their wealth. But that framework may be incomplete. In this episode of Money School Elite, I sit down with Eric Runge to unpack how Bitcoin is actually being used inside high-net-worth portfolios, and why the conversation at that level looks very different from what most investors see. Eric works directly with family offices and high-net-worth investors, helping them think about capital, risk, and structure beyond traditional asset classes. And in this conversation, he breaks down how Bitcoin fits into that picture, not as a speculative bet, but as a strategic layer.   About the Guest  Eric Runge is an RIA working with family offices to build capital preservation and tax strategies using Bitcoin, an approach that challenges how most investors think about the asset entirely. He is the founder of Veritas Bitcoin Strategies, a registered investment adviser focused on integrating Bitcoin into high-net-worth portfolios through risk-managed, long-term allocation frameworks. With over 20 years in financial markets, Eric works with families and sophisticated investors who aren't looking to speculate, but to understand how digital assets can be positioned within a broader strategy focused on preservation, structure, and tax efficiency. His work sits at the intersection of traditional wealth management and emerging monetary systems, helping investors rethink where Bitcoin fits, not as a trade, but as a strategic layer inside a portfolio. To learn, send an email to eric@veritaswealth.net.      About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom.   Resources Private Money Guide:  https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery:  https://go.moneyschoolrei.com/newbook-podcast    

Today, I have the pleasure of speaking with Alex Hayward, Executive Fellow, Family Offices and Private Capital at London Business School. Alex is a seasoned expert in Family Offices, with extensive experience building, reviewing, and optimizing Family Offices across the UK, Europe, the US, Dubai, and Australia. Over the past 15 years, he has analyzed more than 100 Single Family Offices, evaluating their structures, operations, and investment strategies. Alex draws on this broad experience to lead London Business School's work on value creation within Family Offices, examining how leading Family Offices develop their strategy, operations, and culture to support long-term growth. Alex also serves as an independent director to a Family Office in London, supporting a third-generation multi-billion family. Alongside this role he chairs the Family Office Community at Said Business School, University of Oxford, Ownership Project 2.0. Alex is a long-time friend and collaborator of FOX and a valued alumnus of the FOX team. Alex has done significant research into the importance of organizational culture among investment management, and its significance in explaining and driving performance of investment teams. He tells us what his research shows and highlights what both clients and members of investment teams can learn from it. We then focus more narrowly and look at the role of culture within family offices. Alex shares his views on how culture contributes to the value creation at the family office and the ability of family office teams to drive meaningful outcomes for their principals. Impact is frequently among the top objectives that family members seek to pursue individually or collectively with the support of their family office. Alex talks about his work and research on the effect of family office culture on the family's impact strategy, and the ability of family members to find and follow their individual pathways for self-realization and impact. Alex has also studied the effect of grief on the ability of families to make decisions and achieve growth. He shares his findings on how grief and other emotions impact UHNW family strategies and their collective activities within the family enterprise, including investing, philanthropy, social impact, etc. Enjoy this insightful conversation with one of the foremost academics and practitioners in the family wealth and family office space.

Send us Fan MailFamily Office Club Monthly Live ForumLive Capital Raising Strategy, Investor Feedback & Applied AI ToolsJoin the Family Office Club Monthly Live Forum — a live, interactive working session focused on real-world capital raising strategy, investor positioning, and the practical use of AI tools for founders, fund managers, and serious dealmakers.This is not a passive webinar or slide presentation. Each session is built around live interaction, real-time feedback, and practical implementation.Inside the live forum we cover:✅ Live hot seats and strategic feedback✅ Real-time pitch reviews and investor positioning guidance✅ Applied AI demonstrations for investor research, outreach, due diligence, and deal structuring✅ Platform-building feedback based on how sophisticated investors and family offices actually evaluate opportunities✅ Tactical insights from active capital raisers, investors, and industry operatorsOur investor club offers 30 nationwide events a year, 10,000 registered investors, and 50 proprietary AI tools built specifically for capital raisers, investors, and founders.The Family Office Club hosts investor events across Dallas, Beverly Hills, South Florida, and New York, and we believe meeting investors in person is 16x more effective than pitching virtually.Our proprietary AI tools are trained using insights gathered from thousands of investor conversations, live events, investor mandate interviews, workshops, and over 3 million words of investor transcripts. These tools are designed to help members:• Improve investor targeting• Refine pitch messaging• Structure stronger deals• Conduct due diligence faster• Save hundreds of hours through automation• Build more effective investor pipelinesHow To Prepare (Strongly Recommended)Attendees who get the most value from these sessions typically:• Join live and stay for the full session• Bring a current capital raising or investor positioning question• Review their pitch deck, one-liner, or assumptions beforehand• Participate actively in Q&A and discussionHot seat participation and deeper strategic feedback are prioritized for active members, but public attendees consistently gain valuable insights simply by observing how live investor feedback and strategic decisions are handled in real time.What Members Receive Beyond The Live SessionMembers receive access to:✔ Priority hot seats and deeper live feedback✔ Session recordings and archives✔ 50+ proprietary AI tools for investor targeting, due diligence, pitch refinement, and deal structuring✔ 30 nationwide in-person investor events and summits✔ Investor databases and networking resources✔ The Family Office Club member portal and investor toolkitAdditional workshop topics inside our ecosystem include investor outreach strategies, capital raising systems, due diligence, investor influence, deal structuring, and pitch optimization.LogisticsYou will receive reminder emails from Zoom as the session approaches.Please join from a stable internet connection and plan to attend live for the best experience.We look forward to having you join us. Feel free to text me directly with any questions.For details on upcoming in-person investor club events, visit:

Danny Brown reveals how grit, mentorship, client trust, and getting comfortable being uncomfortable helped him build a lasting luxury career in Beverly Hills while staying grounded through pressure, rejection, and market change.See article: https://www.unitedstatesrealestateinvestor.com/real-freedom-get-comfortable-being-uncomfortable-with-danny-brown/(00:00) - Introduction to The REI Agent Podcast and Danny Brown(00:44) - Danny Brown's Path from Music to Real Estate(03:26) - First Paychecks and the Shift from Entertainment(03:56) - Learning the Luxury Market from David Offer(06:08) - Luxury Fundamentals: Hard Work, Contracts, and Client Trust(08:33) - Working with Celebrities, Family Offices, and Advisors(10:41) - Building Up from Small Deals to Luxury Clients(14:17) - The Solo Agent Model and Team-Building Regrets(16:02) - The Brady Bunch House Story Begins(20:20) - Pricing the Brady Bunch House and the HGTV Strategy(21:43) - Staying Relevant Through 24 Plus Years of Market Cycles(24:28) - Knowing When to Speak Up and When to Step Back(27:30) - Privacy, NDAs, and the Reality of Selling in LA(28:34) - Paul Pierce, Hidden Memorabilia, and Hall of Fame History(30:16) - Golden Nuggets: Get Comfortable Being Uncomfortable(32:01) - Book Recommendations and The One Thing(33:08) - Prospecting, Focus, and Avoiding Distraction(34:16) - The Reality TV Myth and the Real Business(34:43) - Mentorship, Fundamentals, and Learning the Contract(36:02) - How to Follow Danny Brown Online(36:21) - Closing Thanks, and Episode Wrap-UpContact Danny Brownhttps://dannybrownla.com/https://www.facebook.com/people/Danny-Brown/691355030https://www.instagram.com/dannybrownla/https://www.linkedin.com/in/dannybrownhomes/https://youtube.com/@dannybrownla Danny Brown's story is a powerful reminder that lasting success is not built by chasing flash, fame, or shortcuts. It is built by knowing your craft, serving people with courage, staying steady under pressure, and doing the uncomfortable work long after most people quit. If you want to grow as an agent, investor, and human being, take Danny's lesson seriously. Get comfortable being uncomfortable, keep showing up, and build a career rooted in trust, discipline, and purpose. For more inspiring conversations like this. Visit https://reiagent.comIs success destroying your peace? Most pros grind until they break. Download The Investor's Life Balance Sheet: A Holistic Wealth Audit to see if you are building a legacy or heading for burnout. Presented by The REI Agent Podcast & United States Real Estate Investor® https://sendfox.com/lp/m4jrl

How do family offices think about real estate, relationships, and market timing when the rest of the market is still waiting for certainty? In this episode of the Real Estate Investor Podcast, host Gary Lipsky sits down with DJ Van Keuren to unpack how family offices really approach real estate investing. DJ is s a Harvard-trained strategist, the Co-Founder of Evergreen Property Partners, President of the Harvard Real Estate Alumni Association, and Founder of the Family Office Real Estate (FORE) Institute. He has held senior real estate positions at several prominent family offices where his work has focused on helping families invest in real estate. In this conversation, DJ explains what a family office actually is, how single-family and multifamily offices differ, and why real estate remains such a meaningful part of many family office portfolios. He discusses why family offices are paying attention to the current market reset, how they are preparing to deploy capital, and why multifamily remains one of their preferred asset classes. DJ also shares advice for operators who want to build relationships with family offices and uncovers why leading with a deal is usually the wrong approach. Tune in to learn why patience matters, why communication becomes even more important when things do not go perfectly, and how family offices think, invest, and build generational wealth through real estate with DJ Van Keuren.Key Points From This Episode:DJ's background in family office real estate and how he got into the space.He explains the definition of a family office and how many offices exist in the US. Learn why DJ uses USD 250 million as a key threshold for a single-family office.Why family offices typically allocate around 24.5% of their portfolios to real estate.Get an overview of the investment and tax benefits of family real estate.Hear why DJ thinks the next 18 months could create major opportunities for investors.Understand the difference between retail investors and experienced investors.The 18.6-year real estate cycle and why downturns can be strong buying periods.Find out how much work happens behind the scenes in real estate investing.Uncover where family offices are focusing their attention in the current market.Discover why and when operators should build relationships with family offices.Advice for attracting family office capital and quality investors.Links Mentioned in Today's Episode:DJ Van KeurenDJ Van Keuren EmailDJ Van Keuren on LinkedInEvergreen Property PartnersFamily Office Real Estate (FORE) InstituteThe Harvard Real Estate Alumni Organization (HREAO)Asset Management Mastery Facebook Group Invest SmartBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedIn

Der Berliner Neobroker ist zu Deutschlands wertvollstem Start-up aufgestiegen. Doch eine neue EU-Vorgabe bedroht eine wichtige Erlösquelle, und die Konkurrenz macht Druck. Was auf Trade Republic zukommt und wie das Unternehmen damit umgehen will, erfahren Sie in diesem Podcast. Weiterführende Links: Stresstest der eigenen Philosophie: Die neue Volks-Bank – Trade Republic vor dem Moment der Wahrheit Ende der Funkstille: Trade Republic ersetzt Chatbots durch Menschen Altersvorsorgedepot: Aktienbroker bereiten sich auf „größeren Boom als bei Corona“ vor Zum manager magazin Abo Finance Forward – der Newsletter In unserem kostenlosen Newsletter liefern wir Euch exklusive Recherchen und News über Fintechs, Krypto, Fonds und Family-Offices. Jeden Mittwoch vor dem Frühstück, direkt ins Postfach.Hier geht es zur Anmeldung! Alle manager magazin Podcasts finden Sie hier.Alle Newsletter vom manager magazin finden Sie hier. Host: Henning Hinze (Redakteurin manager magazin)Gast: Katharina Slodczyk (Redakteurin manager magazin)Schnitt und Mastering: Felix KleinProduktion: Julia Wehmeier, Sven Bergmann+++ Alle Infos zu unseren Werbepartnern finden Sie hier. Die manager-Gruppe ist nicht für den Inhalt dieser Seite verantwortlich. +++ Alle Podcasts der manager Gruppe finden Sie hier. Mehr Hintergründe zum Thema erhalten Sie bei manager+. Jetzt drei Monate für nur € 10,- mtl. lesen und 50% sparen manager-magazin.de/abonnieren Informationen zu unserer Datenschutzerklärung.

In this episode of the Wealth Architect Podcast, Mark Yegge sits down with Eric Runge to explore how Bitcoin is being integrated into family office portfolios. They break down volatility, risk management, custody, and how ultra-wealthy investors are approaching Bitcoin as a long-term strategic asset—not speculation. A must-listen for anyone thinking beyond traditional finance. Connect with the Speaker: Eric Runge: https://familyofficebitcoin.com Email: eric@veritaswealth.net.

Venture capital isn't the only path for biotech founders seeking growth capital. What if some of the most valuable investors are looking for relationships first and pitch decks second? In this episode, host Elaine Hamm, PhD, sits down with Neil Greene, Founder and CEO of JABOY Productions, to discuss how startups can successfully engage family offices and alternative investors in the life sciences space. Neil shares what founders often misunderstand about family office investing, why trust and relationship-building matter more than hard selling, and where investor interest is growing across healthcare and biotech. In this episode, you'll learn: Why family offices can be a powerful (and often overlooked) funding source for biotech startups. How founders should approach relationship-building, due diligence, and investor conversations differently than with traditional VCs. Which life science sectors are generating the most interest today from family offices. Tune in to learn how biotech founders can broaden their funding strategy and build meaningful investor relationships beyond traditional venture capital. Links: Connect with Neil Greene and learn about JABOY Productions. Connect with Elaine Hamm, PhD, and learn about Tulane Medicine Business Development and the School of Medicine. Connect with Ian McLachlan, BIO from the BAYOU producer. Learn more about BIO from the BAYOU - the podcast. Bio from the Bayou is a podcast that explores biotech innovation, business development, and healthcare outcomes in New Orleans & The Gulf South, connecting biotech companies, investors, and key opinion leaders to advance medicine, technology, and startup opportunities in the region.

Selling your business today requires more than just good financial statements; you need to understand the macro forces that shift buyer behavior. Learn how to navigate shifting interest rates, the AI revolution, and political uncertainty to ensure you exit at the highest possible value. View the complete show notes for this episode. Want To Learn More?  Business Exit Plan & Strategy Checklist | A Complete Guide The Role of Family Offices in M&A M&A Basics: Building a Sellable Business Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

This week on Swimming with Allocators, Juan Diego Briceno (JDB) shares his journey from New York private banking and Latin American wealth management to building and spinning out Pomifer Capital, an “extension of family office teams” focused on private equity and venture capital. He explains how sophisticated family offices think about alternatives, why many learn the hard way that they shouldn't try to be full-time VCs, and how to avoid adverse selection in both direct deals and co-investments. The conversation covers hype cycles and climate investing, the dangers of over-concentrating in themes, what makes a family office truly institutional-ready, and how to design a durable venture program through vintage diversification, strategy mix, and manager selection. JDB also breaks down key differences between PE and VC (from GP backgrounds to data transparency), why traditional PE-style co-investing often fails in venture, and how creative structures like lower management fees with higher carry can better align GPs and LPs. Also, Michael Podolny of Sidley explains how current macro uncertainty and the AI boom are slowing some venture deals, concentrating capital into a few “prized” AI companies, driving consolidation and acqui-hires, and sparking an early comeback of SPACs for high-growth startups. Highlights from this week's conversation include: Learning to Relentlessly Advocate for Clients in Wealth Management (1:10) ​​Climate Co Investments and Managing Venture Hype Cycles (3:26) Why Family Offices Should Not Do All Venture Deals Direct (5:38) Spinning Out to Create Pomifer Capital (8:02) Designing PE and VC Programs With Patient, Flexible Capital (10:03) Examples of Patient Capital and Holding Concentrated Winners (12:12) Macro Environment and AI-Driven Markets (15:12) How Startup Legal Practice Has Evolved and Globalized (18:25) Automating Rote Legal Work and Focusing on High Stakes Advice (19:55) Why Starting a Venture Program Is Hard for Family Offices (21:08) Traits of Top-Performing Venture Managers (23:31) Questions to Test GP Self Awareness and Blind Spots (25:52) Data Transparency Differences in Private Equity and Venture (28:05) Who Should Reach Out to Pomifer For Capital (34:23) What Juan Wants to See More of in GP Strategy and Firm Design (35:27) Final Thoughts and Takeaways (37:43) Pomifer Capital Partners is a Registered Investment Adviser based in Texas, serving as an extension of family office investment teams. Pomifer focuses on differentiated venture capital and private equity fund investments, co-investment opportunities, and other distinctive private-market strategies. Registration as an investment adviser does not imply a certain level of skill or training. The information provided is for informational purposes only and does not constitute a solicitation or recommendation. Additional information, including services, fees, and potential conflicts of interest, is available in Pomifer Capital's Form ADV Part 2A. Learn more at www.pomifercapital.com Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.  The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us Fan MailIn this episode of The Wealth Vibe Show, host Vinki Loomba is joined by Ian Drewe, a former corporate attorney and investment banker with over three decades of experience in structuring and raising capital for some of the largest real estate investment trusts and funds. Ian is now an expert in helping family offices and institutions identify well-structured, risk-mitigated investment opportunities. In this conversation, Ian shares valuable insights into the world of family offices and the investment strategies that drive their decision-making process.Key Takeaways:Ian explains the major misconception that investors have about family offices and how they make decisions, particularly around ownership and risk in investment deals.He emphasizes the importance of structuring deals to ensure that family offices and institutions are compensated for taking on the majority of the risk.Ian shares his approach to understanding what family offices are truly looking for in investment opportunities, focusing on the protection of their capital.He provides advice on how to build and nurture long-term relationships with family offices, stressing the importance of trust and personal connections.Episode Timestamps:00:00 - 02:00: Introduction to Ian Drewe02:00 - 07:00: The biggest misconception about family offices07:00 - 12:00: What separates institutional-worthy deals from those that fail to get attention12:00 - 18:00: How family offices structure deals to ensure risk mitigation18:00 - 22:00: The importance of understanding assumptions in investment models22:00 - 27:00: The journey of transitioning from a corporate attorney to a venture capitalist27:00 - 31:00: How Ian built relationships with family offices and why persistence is key31:00 - 35:00: Rapid-fire round with Ian Drewe35:00 - 39:00: How to connect with Ian and learn more about his work at Avoka Capital.

Send us Fan MailTune in to listen to the full podcast!Support the showFollow us @https://twitter.com/loombainvesthttps://www.instagram.com/loombainvesthttps://www.facebook.com/Loombainvesthttps://www.linkedin.com/in/vinkiloomba#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

Join Ken Ducey, CEO of Veridel, for a critical look at the "dangerous blind spot" threatening modern wealth. A veteran entrepreneur who has testified before Congress and appeared on CNBC as an M&A specialist, Ken has spent his career bridging the gap between complex Wall Street structures and real-world impact. In this episode, we discuss why family offices—with their webs of private equity, real estate, and trusts—are uniquely suited for AI, and how Veridel is using proprietary automation to turn scattered documents into a unified, actionable legacy.

Send us Fan MailYouTube recording here https://youtu.be/caEuNpa5t40This is the Family Office Club Monthly Live Forum, a live, interactive session focused on real-time strategy, capital-raising feedback, and applied AI tools used by serious investors and founders.This is not a presentation-only webinar; each session is designed around:1️⃣ Live hot seats and real-time strategic feedback2️⃣ Applied AI demonstrations used for investor research, pitch refinement, and deal structuring3️⃣ Live pitch and platform-building feedback drawn from how family offices and sophisticated investors actually evaluate opportunitiesThe Family Office Club hosts over 30 investor events per year across major U.S. cities, works with 10,000+ investors, and operates a growing suite of 40+ AI tools built specifically for dealmakers. This live forum reflects how those tools, frameworks, and capital conversations are used in practice, not theory.

(0:00) Intro, *Reference to prior episode with Ben Means (E105) (1:36) About the podcast sponsor: The American College of Governance Counsel. (2:23) Start of interview.  (3:39) The Premise of his new book Family Business Law (6:48) Understanding Shareholder Oppression (10:17) The Three-Circle Model Explained (13:34) The Personal Impact of Family Business (16:24) Boards in Family Businesses (18:09) The Importance of Voice (20:47) Overlapping Family and Business Law *Reference to my episodes on HBO's Succession (24:36) The Succession Challenge (transference to next generation or sale of company) (28:18) Fiduciary Duties and Governance. *Reference to the Market Basket litigation (34:03) Family Protocols: A Solution? (35:13) Societal Impact of Family Businesses *Reference to E204 with Eric Ries (38:24) Innovations in Governance and Family Businesses. Pros and Cons of LLCs (42:56) Features of a New Family Structure (46:05) The Rise of Family Offices Benjamin Means is a Professor of Law, the John T. Campbell Chair in Business and Professional Ethics, and Director of the Family & Small Business Program at the University of South Carolina Joseph F. Rice School of Law. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Send us Fan MailIn this powerful and practical talk, Dr. Marc Halpern, founder of Deep Due Diligence Investors, shares the 7 most valuable lessons he's learned from decades of investing in private placements. From the pain of losing 100% on a deal tied to macro events, to using AI tools and team-based diligence to evaluate hundreds of offerings annually, Marc walks through real-world stories and data-backed principles that every passive investor needs to hear.

We'd love to hear from you. What are your thoughts and questions?In this conversation, Ashley Tison, a tax strategist and co-founder of OZPros, discusses the significance of Opportunity Zones as a powerful tax incentive for investors. He explains how these zones were created to attract private capital into underserved areas, allowing investors to defer and potentially eliminate capital gains taxes. The discussion covers the mechanics of investing in Opportunity Zones, the importance of community impact, and how family offices approach capital deployment strategically. Tison emphasizes the need for compliance and the common pitfalls investors face, particularly the critical 180-day window for capital gains reinvestment.Main Points:Opportunity Zones are designed to attract private capital into underserved areas.Investors can defer capital gains taxes by investing in Qualified Opportunity Funds.The program has mobilized approximately $150 billion into Opportunity Zones.Investing in these zones inherently creates positive community impact.Family offices prioritize long-term wealth creation and risk management.Investors should be aware of the 180-day reinvestment deadline to avoid penalties.Not all investments in Opportunity Zones are created equal; due diligence is essential.The program allows for a variety of investment types, including real estate and operating businesses.Common mistakes include failing to act within the 180-day window and misunderstanding the nature of Opportunity Zones.Successful investments require a focus on both financial returns and community outcomes.Connect With Ashley Tison:ashley@ozpros.comozpros.comhttps://www.linkedin.com/in/ashley-tisonhttps://www.youtube.com/@OZPros/videos

Since the establishment of the first family offices in the 19th century, there are now more than 8,000 single family offices globally. These offices hold over $5 trillion in total estimated wealth today, an amount expected to grow to over $9 trillion by 2030. In today's Redefiners episode, Marla Oates and Tomas Chamorro-Premuzic talk with Stephan Roche, a Partner with BanyanGlobal Family Business Advisors. His previous roles included CEO of Walton Enterprises – the philanthropic and private investment group for the Walton family – and COO of Cascade Asset Management – the private investment office for Bill Gates and the Gates Foundation. Stephan talks about the importance of purpose in a family office and how he navigates decision making with family members who may have a different perspective when it comes to the family wealth strategy. He shares his thoughts on the role of philanthropy and impact in a family office. And he talks about the importance of developing next generation leaders to ensure they're ready to take on the leadership and governance roles of a family office. We'll also hear from Jeff Warren, a leadership advisor at Russell Reynolds Associates, who will share what truly distinguishes today's most effective family office leaders—and why the role is more complex than ever. Four things you'll learn from this episode: The key traits needed to be a successful family office leader, including navigating decision making with family members The roles of leadership, power, philanthropy and impact in family offices The critical need to develop next generation leaders in a family office How family office leaders can avoid falling into the Tradition Trap to ensure success and longevity If you enjoyed this episode, you might also like these Redefiners episodes: Sweet Success: How Mars Blends Family, Values, and Growth with former Mars SVP & Head of Corporate Development Valerie Mars Leadership Lounge: How can family enterprise leaders stay ahead in a fast-changing world? Leading with a North Star: Former Decathlon CEO Barbara Martin Coppola's Blueprint for Bold Change Leadership Lounge | Ep. 27 - How to Create and Maintain Impact as a Leader Private Investment Guru David Rubenstein Goes Public on How to Be a Successful Leader & Investor Leadership Lounge: Generation Collaboration: How Leaders Can Harness the Power of Multi-Generational Teams Learn more with the latest research from Russell Reynolds Associates: Inside the Mind of the Family Office Leader Tomorrow's Too Late: Why Family Enterprises Must Transform Today 

Your business might be a diamond in the rough for the right investor. Learn how private equity firms identify operational gaps and the specific steps you can take to double your value before hitting the market. View the complete show notes for this episode. Want To Learn More?  EBITDA | Definition, Formula & Example – A Complete Guide The Role of Family Offices in M&A Negotiating an M&A Purchase Agreement | M&A Tips Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Steve Foerster (President) and Taylor McIntyre (Director) of Sentry Mineral Holdings join the podcast to talk about their team's PDP Minerals acquisition strategy and how they look to partner with Family Offices and High Net Worth investors who are interesting in owning minerals for the long-term.**Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice. A big thanks to our 4 Minerals & Royalties Podcast Sponsors:--Tokenized Energy: If you are interested in allocating capital to oil & gas minerals, royalties, and nonop assets in order to earn digital mailbox money, then visit www.tokenizedenergy.com or download the Tokenized Energy app for your Apple or Android phone.--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information onFarmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com

Send us Fan MailJoin the Family Office Club Monthly Live Forum - a live, interactive session focused on real-time strategy, capital raising feedback, and applied AI tools used by serious investors and founders.This is not a passive webinar. Each session is designed to be practical, fast-paced, and directly applicable to what you're building right now. WHAT HAPPENS INSIDE EACH SESSION:✅ Live hot seats with real-time strategic feedback✅ Applied AI demonstrations for investor research, pitch refinement, and deal structuring✅ Live pitch reviews based on how family offices and sophisticated investors evaluate opportunitiesThe Family Office Club hosts 30+ investor events per year, works with 10,000+ investors, and has facilitated over $1B+ in transactions.We have also developed 40+ AI tools specifically for dealmakers, and this forum shows how those tools and strategies are used in practice, not theory. HOW TO GET THE MOST VALUE:✅ Join live and stay for the full session✅ Bring a specific question related to capital raising, positioning, or scaling✅ Review your pitch, platform, or deal in advance

Die Dividendenstrategie ist eine der bekanntesten und beliebtesten Aktienstrategien. Auch in diesem Jahr werden die Dividenden wieder sprudeln. Macht es Sinn, auf Unternehmen mit hohen Ausschüttungsquoten zu setzen? Wie können Anleger die Strategie einfach umsetzen? Welche Tücken sollte man umschiffen? „Es gibt viele Investoren, die auf diese regelmäßigen Erträge wert legen. Auch Stiftungen oder Family Offices, die diese Gewinnausschüttungen brauchen. Aber auch für Privatanleger. Es macht einen großen Teil unserer Rendite aus“, so Jessica Schwarzer. „Nur auf die Dividendenrendite zu schauen, kann in die Irre führen. Man muss sich nur deutsche Autowerte anschauen, die im Kurs sehr abgeschmiert sind, haben aber noch relativ üppige Dividenden. Aber es ist eben ein Rechenexempel, weil der Kurs ja ins Verhältnis gesetzt wird zum Gewinn je Aktie. Wenn der schrumpft, steigt rein rechnerisch die Dividendenrendite. Wir haben da Dividendenrenditen von fünf, sechs Prozent. Das klingt erst einmal super, aber wenn das Unternehmen insgesamt gar nicht so gut dasteht und auch der Aktienkurs immer weiter in den Keller rauscht, hilft mir die Dividendenrendite auch nicht." Alle Details verrät die Buchautorin und Finanzjournalistin im Interview von Inside Wirtschaft-Chefredakteur Manuel Koch an der Frankfurter Börse und auf https://inside-wirtschaft.de

Send a text"RAISE CAPITAL LIKE A LEGEND: https://go.fundraisecapital.co/apply"DOWNLOAD The Family Office LP Playbook for 2026: https://go.fundraisecapital.co/family-office-lp-playbookWhat is the best way to raise capital from family offices in 2026? The answer lies in transitioning from a "deal jockey" to a "solution architect."As of 2026, global family office wealth has reached $5.5 trillion, with projections hitting $9.5 trillion by 2030. For fund managers, venture capital investors, and private equity GPs, this represents the most significant pool of patient, flexible capital available today.In this episode of Making Billions, host Ryan Miller breaks down the institutional-grade frameworks required to close sophisticated LPs. Learn why 83% of family office startup deals are now structured as co-investments and how to use tools like FINTRX, AdvizorPro, and the Fund Raise Capital CRM to identify the right decision-makers. Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/ryanmilleroffical/X: https://x.com/_MakingBillionsWebsite: httpThe Fresh Patch Podcast - Where Good Pets Get It. Welcome to the Fresh Patch Podcast where we talk about everything, from dog...Listen on: Apple Podcasts Support the showDISCLAIMER: This podcast is for entertainment and general informational purposes only — not legal, financial, tax, or investment advice. Nothing herein constitutes a solicitation or offer to buy or sell any security or investment product. Past performance does not indicate future results. Always consult qualified legal, financial, and tax professionals before making any investment decision. NAME NOTICE: "Making Billions with Ryan Miller" reflects the profile and aspirations of guests featured — it is not a promise, projection, guarantee, or representation of any financial result, income, or outcome for any listener, viewer, or reader. Most individuals who consume this content do not raise any particular amount of capital, and many achieve no financial result whatsoever. "Fund Raise Capital" is a brand identifier only — it is not a promise, guarantee, or representation that any member, subscriber, or listener will raise capital, attract investors, or achieve any financial or professional outcome. This show does not constitute a business opportunity, franchise, investment program, or offer of any product or service of any kind. No part of this show should be construed as a solicitation for investment in any way. Guest views are their own and do not necessarily reflect those of the show or host. Host and/or guests may hold positions in assets discussed. This episode may contain paid sponsorships, advertisements, or endorsements. Sponsored content is identified where...

Most entrepreneurs build their companies without thinking about the day someone might buy them.That's a huge mistake.Mark Sims joins Neil to break down the 5 Cs framework used by buyers and private equity firms to evaluate businesses. From competitive positioning to clean financials, from cash conversion cycles to operational capability, this conversation explains what actually drives valuation when a buyer looks at your company. If you want to build a business that sells, not just a job that pays you, this episode shows what serious buyers look for and why so many companies fail during due diligence.In This Episode, We Cover✅ The 5 Cs Framework for Business Value Mark breaks down the five factors buyers evaluate when looking at a company: competitive positioning, capability, cash conversion cycle, clean financials, and concentration risk. These elements determine how attractive a business is to investors and acquirers.✅ Competitive Positioning and Pricing Power Where your company sits in the market matters. Businesses with clear differentiation gain pricing power, stronger margins, and protection from commoditization.✅ Why Owner-Operator Businesses Struggle to Sell If the entire business depends on the founder, buyers see risk. Companies with documented systems, capable teams, and operational structure become far more attractive acquisition targets.

We'd love to hear from you. What are your thoughts and questions?In this conversation, M.C. Laubscher discusses the importance of liquidity in wealth building and preservation. He shares his journey as an investor, the lessons learned about cash flow, and the misconceptions surrounding liquidity. The discussion emphasizes that true wealth is not just about accumulation but about strategic freedom, resilience, and stewardship across generations.Main Points:Wealth is about sovereignty, resilience, and long-term optionality.Lack of liquidity can lead to a loss of freedom and identity as an investor.Investors often misunderstand liquidity as idle capital.Liquidity is essential for managing seasonal business fluctuations.Having access to cash can prevent forced asset sales during downturns.The concept of JOMO (joy of missing out) can help investors avoid FOMO.Liquidity allows for better risk management and control over investments.Selling assets can trigger taxable events, making liquidity planning crucial.Multi-generational wealth requires careful liquidity planning to avoid financial strain.Family banks can provide liquidity and support for future generations.download a free e-book and audiobook at www.getwealthyforsure.comConnect with M.C. Laubscher:mc@producerswealth.comproducerswealth.comhttps://www.linkedin.com/in/mclaubscher/https://www.facebook.com/producerswealth/https://www.instagram.com/producerswealthhttps://x.com/mclaubscherhttps://www.youtube.com/@cashflowninjahttp://tiktok.com/@mclaubscher

Welcome to The CJ Moneyway Show — powered by CJ Moneyway Entertainment and Bleav Network, where purpose is the blueprint and legacy is the goal. Today's guest is LaVaisha Davis — an industry trailblazer, strategist, and expert on Virtually Family Offices (VFOs) — a modern approach reshaping how high‑net‑worth families steward wealth across generations. LaVaisha isn't here to sell products or quick fixes. She's here to empower leaders — especially those who carry legacy, faith, and family responsibility — to step into the role of Family CEO with clarity, confidence, and vision. In this episode, CJ and LaVaisha explore: What a Virtually Family Office is — and how it differs from traditional wealth management Why families need a Family CEO mindset in a complex economic landscape How to align wealth strategy with faith, purpose, and legacy values Lessons that transcend generational divides and cultural barriers Practical guidance for new and seasoned stewards of family wealth This conversation is for visionaries, legacy builders, and anyone who wants to lead with intention — not just accumulate assets. Listen now on Apple Podcasts, Spotify, YouTube, and all major platforms.  GUEST RESOURCES  LinkedIn — LaVaisha Davis https://www.linkedin.com/in/lavaishadavis Virtually Family Office (VFO) Overview — General Resources https://virtualfamilyoffice.com/ CJ MONEYWAY SHOW LINKS Listen Everywhere: https://pod.link/1707761906 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-c-j-moneyway-show/id1707761906 Official Website: https://cjmoneyway.com YouTube Channel: https://www.youtube.com/@themoneywayshow8493 Rate the Show: https://ratethispodcast.com/cjmoneyway PodMatch Host Profile: https://www.joinpodmatch.com/cjmoneyway3206 CJ Moneyway LinkedIn Network: http://www.linkedin.com/comm/mynetwork/discovery-see-all?usecase=PEOPLE_FOLLOWS&followMember=corwin-johnson-3b7b51aa   EPISODE CHAPTERS 00:00 – Intro & Welcome 02:15 – What Is a Virtually Family Office? 08:30 – The Role of the Family CEO 14:20 – Why Faith and Purpose Matter in Wealth Strategy 19:50 – Common Misconceptions About Family Offices 25:10 – Planning for Multi‑Generational Impact 30:45 – Practical Steps for First‑Time Family Wealth Builders 36:00 – LaVaisha's Path & Lessons Learned 42:15 – Closing Reflections & How to Connect Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Welcome to the ENT!What are some of the keys to the most successful family office? Family offices have this mystique; some people think only the multi-billionaire families need one. Yet, the key reasons families create family office are shared by many families:namely asset protection and confidentiality. Learn about the different types of offices and what might best suit your family's needs. Do you want my own consigliere, like Frank from the Godfather? If you've seen one family office, you have seen one family office. You can make a big impact! Learn some of the ways.As always, it is good to have an expert on your side. Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) 473-7644nmerrill@goodspeedmerrill.comTaylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008tsmith@goodspeedmerrill.comwww.goodspeedmerrill.com Jeff Krommendyk, Insurance ExpertWorking with business owners and successful families in transferring riskOne Digital Insurance Agency(303) 730-2327jeff.krommendyk@onedigital.comKarl FrankFinancial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxedCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) 690.5070karl@assetsandincome.comWebcasts, Podcasts, Streaming Video, Streaming AudioA&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Looking to raise capital and elevate your business? Discover how proximity, trust, and AI can be game changers in the world of family offices. In this episode of Sharkpreneur, Seth Greene interviews Richard Wilson, Founder & CEO of Family Office Club, who shares expert insights on navigating the world of family offices, capital raising, and building trust with investors. With 18 years of experience and a reach of 18 million across his social platforms, Richard discusses the power of proximity to highly successful entrepreneurs and how leveraging AI tools can give you an edge in investor relations. Tune in as he unveils the mental models and strategies that have helped him build a thriving community of capital-raisers and investors. Key Takeaways:→ Surrounding yourself with highly successful entrepreneurs and investors elevates your thinking and expands your opportunities. → The most important aspect of pitching is building trust before presenting. → Pitching without adding value or establishing trust is a common mistake among capital raisers. → Leveraging AI tools can significantly enhance decision-making, messaging, and client engagement for capital raisers. → Live events where investors and capital-raisers can meet face-to-face increase the chances of success by 16 times. Richard C. Wilson is the founder of the Family Office Club, a global investor community with millions of members and dozens of live events each year, serving professionals in the family office and private wealth sectors. He has built the leading media platform in this niche, including the most-visited website, the top-ranked podcast, and the most-watched YouTube channel dedicated to family offices.Richard is also the creator of Investor Super Intelligence, an AI platform that models how investment deals are sourced, evaluated, and closed, based on thousands of investor conversations and real-world deal workflows. He is the author of 13 books, has spoken on over 1,000 stages and podcasts across 20 countries, and runs Billionaires.com, a leading resource on the mental models and strategies of ultra-high-net-worth families. Connect With Richard:Website: https://familyoffices.com/Instagram: https://www.instagram.com/familyofficeclub/Facebook: https://www.facebook.com/familyofficeclubLinkedIn: https://www.linkedin.com/company/familyoffices/YouTube: https://www.youtube.com/@FamilyOfficeClub

Join an active community of RE investors here: https://linktr.ee/gabepetersenWHAT IS A FAMILY OFFICE AND WHY SHOULD EVERY REAL ESTATE INVESTOR KNOW THIS?In this episode of The Real Estate Investing Club, host Gabriel Petersen sits down with Richard C. Wilson — founder of FamilyOffices.com and the Family Office Club — to uncover one of the most powerful and underutilized capital sources in real estate investing. If you've been wondering how to raise capital for your next syndication or private equity deal, this is your roadmap.

In this episode of the Capital Raiser Show, Richard C. Wilson interviews John Lettera, co-founder of Fairbridge Asset Management, a real estate debt platform backed by institutional investors like Oaktree Capital. With 30+ years of experience, John shares his no-nonsense approach to real estate, how military discipline shaped his investing style, and how authenticity and downside risk focus helped him scale from $100K Bronx deals to managing $1B+ nationally. Topics covered include: What institutional investors really look for Why walking every property matters more than AI Mistakes investors make with equity offers The power of saying no and staying in your lane Deal flow as your best capital-raising strategy