Podcasts about single family office

My guest in this episode is Richard C. Wilson is the founder and CEO of the Family Office Club, the largest association of family offices globally, with over 4,000 registered ultra-wealthy investors and members. He is a pioneer in the family office industry, helping high-net-worth individuals and entrepreneurs set up and scale their own single family offices while also connecting them to deal flow, capital, and strategic partnerships.Richard is the author of several bestselling books including The Single Family Office and Capital Raising: How to Become a Capital Raising Machine, and has spoken in over 17 countries on family office strategy, capital raising, and private wealth management. Through his work, he has helped countless families protect, grow, and pass on their wealth with purpose.As a thought leader and investor, Richard brings a unique inside look at how the ultra-wealthy operate — and how others can apply those same principles to build generational wealth.Interview Links:Family Offices https://familyoffices.com/Subscribe To Our Weekly Newsletter:The Wealth Dojo: https://subscribe.wealthdojo.ai/Download all the Niches Trilogy Books:The 21 Best Cashflow NichesDigital: ⁠⁠https://www.cashflowninjaprograms.com/the-21-best-cashflow-niches-book⁠⁠Audio: ⁠https://podcasters.spotify.com/pod/show/21-best-cashflow-niches⁠The 21 Most Unique Cashflow NichesDigital: ⁠⁠https://www.cashflowninjaprograms.com/the-21-most-unique-cashflow-niches⁠⁠Audio: ⁠https://podcasters.spotify.com/pod/show/21-most-unique-niches⁠The 21 Best Cash Growth NichesDigital: ⁠https://www.cashflowninjaprograms.com/the-21-best-cash-growth-niches⁠⁠Audio: ⁠https://podcasters.spotify.com/pod/show/21-cash-growth-nichesThe 21 Next Level Cashflow NichesDigital: https://www.cashflowninjaprograms.com/the-21-next-level-cashflow-niches-book-free-downloadAudio: https://podcasters.spotify.com/pod/show/the-21-next-level-nichesListen To Cashflow Ninja Podcasts:Cashflow Ninja⁠https://podcasters.spotify.com/pod/show/cashflowninja⁠Cashflow Investing Secrets⁠https://podcasters.spotify.com/pod/show/cashflowinvestingsecrets⁠Cashflow Ninja Banking⁠https://podcasters.spotify.com/pod/show/cashflow-ninja-banking⁠Connect With Us:Website: http://cashflowninja.comPodcast: http://cashflowinvestingsecrets.comPodcast: http://cashflowninjabanking.comSubstack: https://mclaubscher.substack.com/Amazon Audible: https://a.co/d/1xfM1VxAmazon Audible: https://a.co/d/aGzudX0Facebook: https://www.facebook.com/cashflowninja/Twitter: https://twitter.com/mclaubscherInstagram: https://www.instagram.com/thecashflowninja/TikTok: https://www.tiktok.com/@cashflowninjaLinkedin: https://www.linkedin.com/in/mclaubscher/Gab: https://gab.com/cashflowninjaYoutube: http://www.youtube.com/c/CashflowninjaRumble: https://rumble.com/c/c-329875

Send us a textIn this episode, we dive into a dynamic panel discussion focused on strategies and communication approaches that are shaping family offices today.  This conversation brings together industry experts from both single and multifamily offices, who share their insights on how family offices are adapting to the current environment. The discussion touches on everything from family office structure—whether single-family, multifamily, or virtual offices—to the importance of governance, succession planning, and family dynamics. Panelists explore innovative ways to balance investments in real estate, technology, and fintech, while emphasizing the importance of cultivating a sustainable family culture for the long term. Tune in for valuable takeaways on building effective family office strategies in today's fast-paced financial landscape.

Richard Wilson is the Founder and CEO of the Family Office Club, the largest association in the family office wealth management industry with over 100,000 current members. He has authored multiple #1 bestselling books on family offices, including The Single Family Office: Creating, Operating & Managing Investments of a Single Family Office. Richard has spoken at over 250 conferences in more than 14 countries, sharing his expertise on family office insights and case studies. He holds a MBA from the University of Portland. In this episode… Many entrepreneurs and investors struggle to build lasting relationships with ultra-wealthy individuals and secure high-level deals. The world of billionaires and family offices can feel like an exclusive club, with unclear rules on how to break in and thrive. So, how do you gain access, establish trust, and leverage opportunities in a space dominated by the world's wealthiest investors? Richard Wilson, an expert in family offices and billionaire investment strategies, shares key insights on navigating and succeeding in this exclusive world. He emphasizes the power of brute force reciprocation — offering value first and building trust through consistent, high-quality interactions. He also highlights the importance of structuring deals in a way that de-risks investments for investors while ensuring long-term success. Additionally, Richard discusses the mindsets of billionaires, the advantages of in-person networking, and how to position yourself for high-level partnerships effectively. In this episode of Inspired Insider Podcast, Dr. Jeremy Weisz interviews Richard Wilson, Founder and CEO of the Family Office Club, about breaking into the ultra-wealthy investor space. Richard shares his approach to building trust with billionaires, structuring investment deals, and leveraging networking for long-term success. He also discusses key lessons from billionaire-authored books, insights from high-profile interviews, and strategies for acquiring premium digital assets.

Wendy Craft is a family office veteran, she has worked with multiple wealthy families helping them with asset allocation, risk management, tax optimization, governance, risk management & more. Wendy serves as CEO for Elle Family Office, a single family office in Atlanta, GA. The office handles the holdings of the Lazarian family which include real estate, exotic cars and various other investments.Links: ⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comWendy Craft on LinkedIn - https://www.linkedin.com/in/wendy-craft-7281176

Fund manager Josh Young reveals his newest oil stock pick and explains why oil bulls likely will win in 2025 in this MSE episode. Josh Young has been professionally investing in publicly traded oil and gas securities for nearly two decades, achieving benchmark outperformance as Bison's CIO. Josh possesses a deep understanding of the E&P business model and operating environment, with notable experience as Chairman of Canadian E&P company RMP Energy (rebranded as Ironbridge Resources). Under Josh's leadership, the company achieved a successful turnaround, outperforming peers and ultimately being acquired at a 78% premium. Josh is the author of numerous articles on oil & gas investments and is a frequent guest speaker at various energy industry conferences. Prior to Bison, Josh began his career as a management consultant for Fortune 500 companies and private equity firms. He later worked as an investment analyst for a private equity fund and served as an energy investment analyst at a multi-billion-dollar single-family office, which was nominated as Institutional Investor's Single Family Office of the Year in 2008. Josh holds a B.S. in Economics with honors from the University of Chicago. 0:00 Intro 1:08 Off- Shore Drilling's effect on US Production 4:41 Tariffs effect on Canadian Oil Companies 8:42 US Strategic Reserves 12:19 Higher oil prices vs cost of living 16:55 “Oil prices are so suppressed” 17:53 Peak US production? 23:11 Nat Gas Investments 26:30 New stock pick 32:00 Cash to Debt Ratio 36:08 Time to buy optionality in the oil market 43:30 Biggest lesson learnt last cycle 50:37 Bison portfolio biggest risk https://bisoninterests.com/ https://x.com/Josh_Young_1 Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 This interview was not sponsored. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE's owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Michael Wallach is a Vice President at Levy Family Office, a single-family office that invests directly in companies and funds across sectors, stages, and regions. In this episode, we talk about - - The Levy Family Office, and their investment strategy - Importance of value alignment for family offices - What key things do they look for in General Partners? - Their portfolio construction strategy at Levy SFO - How they bring structure to family office investing - How they decide when to exit an investment when they can stay invested as long as they like & lots more Links: ⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.com Michael Wallach on LinkedIn - https://www.linkedin.com/in/mike-wallach-8b75291

DJ Van Keuren joins the Passive Cash Flow Podcast to explain the world of Family Offices and how he has helped them build their wealth, primarily in real estate, over the last few decades. DJ drops some valuable nuggets for how people can connect with Family Offices and build a business relationship with them. DJ is able to speak from personal experience in that he created the Family Office Real Estate Institute that teaches how Family Offices can preserve and build their wealth through real estate. Currently a Co-Managing Member of Evergreen Property Partners, a Family Office Real Estate Consortium, DJ was named as one of Family Capitals Top 10 US Family Office Real Estate Professionals a top 50 family office advisors globally and as one of Trusted Insight's Top 30 Real Estate Investors at a Family Office. Mr. Van Keurens experience includes President of Real Estate for a family member of a professional baseball team, Vice President for the Hayman Family Office, the Single Family Office of the Hayman Family who was the founder of Giorgio Perfume. Here he was responsible for family office capital and the real estate activities which supported Hayman Properties, an affiliate of the Hayman Family Office. Previously he worked as the Director of Family Office Capital for the Arsenal Family Office (SFO) working on their real estate portfolio and investments and Managing Director for the Jain Family Office (SFO), a real estate family out of Mumbai India. Over his 25 years' of experience, he was the Managing Director of the American Dream Fund, a fund that was positioned to be the first Single Family REIT and has been responsible $5B USD in real estate assets. DJ is a member of the Forbes Real Estate Council, author of "Real Estate Investing for Family Offices", founder of The Family Office Real Estate Institute, The Family Office Real Estate Magazine, and is a frequent speaker at family office conferences around the world. DJ was a Family Wealth Alliance finalist for its Best In Industry Awards for Thought Leadership and Special Industry Contributions awards. He has been mentioned in the New York Times, Family Office Elite, Real Asset Advisor, National Real Estate Investor, Private Wealth and Forbes. Mr. Van Keuren the current President of the Harvard Real Estate Alumni Organization and a prior Board Member for the Real Estate Academic Initiative at Harvard. DJ received his B.A. from Ball State University where he was a member of the Div IA baseball team, attended graduate studies in Real Estate from the NYU Schack Real Estate Institute, and received his Masters Degree from Harvard University in Management. DJ Van Keuren Co-Managing Member T: 206.898.2565━━━━━━━  Enhance your real estate investing knowledge !Learn more at https://www.peoplescapitalgroup.com/━━━━━━━Website - https://www.peoplescapitalgroup.com/Facebook- https://www.facebook.com/profile.php?id=100093318587146Instagram - https://www.instagram.com/real_estate_investments_nj/?hl=enTwitter- https://twitter.com/PCGrealestateLinkedin- https://www.linkedin.com/company/peoples-capital-groupYoutube - https://www.youtube.com/channel/UCCeJh5UgrdBDOabr2YLbAHg━━━━━━━This is not a solicitation for funds, tax advice, or legal advice. This is not intended to be, and must not be construed to be in any form or manner a solicitation of investment funds or a securities offering. Peoples Capital Group LLC is NOT a United States Securities Dealer or Broker nor U. S. Investment Adviser is a Consultant/service provider and makes no warranties or representations as to the listener or viewer. All due diligence is the responsibility of the investor.Support the show

Send us a textGet $1M worth of advice on what hurt billionaires in 2008 from the panel discussion led by Richard C. Wilson at the Family Office Club event. Learn about bull markets, risk management, and family office investment decisions. In this video, industry veterans share invaluable advice for single family offices navigating the current market. Discover why conservative leverage is crucial, especially as we approach the end of the current bull cycle. Learn from past mistakes, including those made by billionaires during the 2008 crisis, and gain insights on building robust processes to mitigate risks. Whether you're facing a big exit or managing assets, these 16 years of hard-earned lessons can help you thrive in today's challenging environment. Don't miss these expert tips for safeguarding your investments!#familyoffices  #investmentadvice  #financialplanning ---------------- Welcome to the "Private Investor Club - 7,500 Investors. Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download at https://lp.FamilyOffices.com/book https://CapitalRaising.com 

Send us a textWelcome to another episode of the Billionaires.com Interview Series!

For a Free Flippa Business Valuation: https://flippa.com/exit This week on The Exit: In this episode of The Exit, MelRose Wild, CEO of Permaculture Capital and Decision Society, discusses the importance of inclusion in the C-suite, particularly for women, and highlights data showing that gender-diverse executive teams and boards outperform their less diverse counterparts across multiple financial metrics. She also explains the challenges women face in raising capital with the traditional VC model. It is because of these very challenges that she created Decision Society, a platform that connects female founders with experienced operators to develop their startups in exchange for equity, thereby providing an alternative method to building businesses that do not rely entirely on VC funding. For more details and insights from her entrepreneurial journey, listen to the latest episode of The Exit. MelRose Wild is a former fashion designer for her own collection Paradisiac, former globally recognized fashion model, and currently a registered representative of Umergence Broker Dealer, CEO of Permaculture Capital. She is the founder of Decision Society. Decision Society is a one-stop-success-shop for women to form ideation of companies all the way through exits with operational and financial guidance and services. Her firm also offers Sustainability Planning which starts with SDG reports, problem solving per SDG, and provides marketing materials for consumer and investor facing content. Her firm offers permaculture oriented solutions for long lasting business, conscious and responsible investing and operational opportunities as well as a safe place for women, BIPOC, and LGBTQ++ to grow their businesses and connect. With a financial services background that includes Single Family Office, Institution, Private Equity, and 3 time entrepreneur, she brings 20 years of female business and empowerment to the table. Learn More: https://www.permaculture.capital/ Link for Decision Society: https://www.linkedin.com/company/decisionsociety/ The study by Catalyst that was mentioned in the episode: https://www.catalyst.org/research/why-diversity-and-inclusion-matter/ -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Topics? Guest ideas? Comments? Just text us, including reply detailsThis is a special episode. It is an abridged version of a webinar held in May 2024 on climate finance. There are three short presentations followed by a short Q&A session. You will hear the views from Dr Tim Cadman from the University of Southern Queensland, from Dr Tapan Sarker, from the same university, and from Joseph Jacobelli. Dr Cadman discusses some positive trends about action toward protecting the environment with some emphasis on biodiversity conservation. Dr Sarker focuses on the financing of the UN SDGs and developing countries' access to finance being facilitated through enhanced project implementation and climate finance. Joseph focuses on the entities who will most benefit from opportunities opened up by the energy transition, namely corporations. Thank you to the publisher De Gruyter who kindly organised the seminar and also to Lervinia Swee from De Gruyter who facilitated the discussion.YouTube: The Economic Cost of Climate Change to APAC in 2024 and beyond hosted by De Gruyter.De Gruyter Handbook of Sustainable Development and Finance by Timothy Cadman and Tapan SarkerAsia's Energy Revolution: China's Role and New Opportunities as Markets Transform and Digitalise by Joseph JacobelliABOUT THE SPEAKERS:Dr Timothy Cadman. Adjunct Research Fellow, University of Southern Queensland. Timothy specialises in governance of sustainable development, environmental politics and policy, climate change and natural resource management, including forestry, responsible investment and institutional performance. He works with communities and governments across Asia-Pacific to develop governance standards for international projects and programmes.Dr Tapan Sarker. Professor of Finance, University of Southern Queensland. Tapan's research expertise lies in the domain of business strategy for sustainability, carbon finance and the political economy of sustainable development, with a particular focus on developing economies. Before entering academia, Tapan worked with the Ministry of Finance and the Ministry of Environment and Forests in Bangladesh and later as a World Bank scholar in Tokyo, Japan.Giuseppe (Joseph) Jacobelli. Managing Partner, Bougie Impact Capital. Joseph is a climate business and finance expert with over three decades of experience in investment banking, clean energy companies, and research. Currently, he manages two firms, including Bougie Impact Capital, a Single Family Office investing in public markets and real estate. A strong advocate for decarbonisation awareness, Joseph authored a book on Asia's energy transition and hosts a podcast on the topic.HOST, PRODUCTION, ARTWORK: Joseph Jacobelli | MUSIC: Ep0-29 The Open Goldberg Variations, Kimiko Ishizaka Ep30- Orchestra Gli Armonici – Tomaso Albinoni, Op.07, Concerto 04 per archi in Sol - III. Allegro. | FEEDBACK: theasiaclimatecapitalpodcast@gmail.com.

GuestsJosh YoungCIO and Founder of Bison Interests energy fund Josh has built his career concentrating on deep value opportunities for investors. He has over 15 years of experience in investment management, 10 of which were focused on publicly-traded oil and gas securities. Josh was a management consultant to Fortune 500 companies and private equity firms, and then an investment analyst at a private equity fund. He worked as an energy investment analyst for a multi-billion dollar, single family office, which was nominated as Institutional Investor's Single Family Office of the Year in 2008. Vandana HariVandana Hari is Founder & CEO of Vanda Insights, a Singapore-based provider of global oil markets macro-analysis. She has 25 years of experience providing intelligence on the global energy markets to stakeholders in the petroleum industry, policy-makers, and wealth managers. Before launching Vanda Insights in 2016, Vandana served in leadership positions at S&P Global PlattsShe is a regular speaker at international energy conferences, is extensively quoted by business media around the world, and writes a monthly oil column for the Nikkei Asian ReviewChistine GuerreroChristine Guerrero is a Petroleum Engineering with an MBA. She spent nearly 2 decades within the oil & gas industry working for Schlumberger, Precision Drilling, Chevron and Hess Corporation in drilling operations and strategic planning roles prior to becoming a fulltime investor and sector advisor.Host: Tracy Shuchart

Anthony Esposito is the President and CEO of Island Capital Investments. He was an NYSE Floor Broker, Buy-Side Trader/Analyst for a large Single Family Office, and Risk Trader. He has completed the distinguished Chartered Market Technician Program, receiving the CMT designation, a globally recognized accreditation.   David Robert Malpass is an American economic analyst and former government official who served as President of the World Bank Group from 2019 to 2023. Learn more about your ad choices. Visit megaphone.fm/adchoices

Millennials care much more about how their investments affect the world around them. Since they're set to inherit the largest wealth transfer in history, we're seeing a shift toward impact investing.Today's episode is proof.My guest is Liesel Pritzker Simmons, a millennial who's rewriting the rules of wealth management with her single-family office, Blue Haven Initiative. It's one of the world's first family offices to go all-in with impact investing across all asset classes, transforming their wealth into catalysts for social and environmental impact through strategic investments. We begin the conversation with her transition from Hollywood's silver screens to the forefront of private wealth investing. Born into a lineage renowned for its philanthropic and entrepreneurial ventures, Liesel's journey is not just one of inheriting wealth but of redefining its purpose.Through her acting work and her time at Columbia University, Liesel developed a diverse background that laid the groundwork for co-founding the Blue Haven Initiative with her husband in 2012.At BHI, Liesel oversees a diverse portfolio that spans several asset classes, including traditional equities, private equity, and philanthropic programs, all structured to generate financial returns while addressing social and environmental challenges. Liesel also works closely with organizations that support and advance the field of impact investing, co-founding The ImPact, a network of families committed to the conscientious stewardship of wealth, and serving as a board member of Activate, the IDP Foundation, and ImpactAssets.Blue Haven Initiative demonstrates that a single-family office can do more than just manage wealth; it can wield it as a force for good through strategic placements in sustainable ventures and innovative startups. Our conversation also explores topics of social responsibility, investing in fintech in Sub-Saharan Africa, the power of civic engagement, and catalytic and philanthropic capital.Ready to learn how you can also transform your wealth into a force for positive change? Listen in.—Show notes here.—About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor who is an accomplished practitioner from all asset classes. —Connect with SRI360°: Sign up for the free weekly email update.Visit the SRI360° PODCAST.Visit the SRI360° WEBSITE.Follow SRI360° on X. Follow SRI360° on FACEBOOK.—Key TakeawaysIntro (00:00)Liesel's transition from child actor to impact investor (02:37)A Millennial's POV on investing (22:11)What the Blue Haven Initiative is & their investment approach (25:48)Blue Haven's impact goals and strategies (40:30)A few examples of Blue Haven's investments (56:17)Investing in the youth vote (01:04:28)Thoughts on impact washing, catalytic capital, and philanthropic capital (01:10:39)Rapid fire questions (01:23:14)—Additional Resources Learn more about Liesel's foundation. Learn more about the five dimensions of impact here.Learn more about the Blue Haven Initiative.Connect with Liesel Pritzker Simmons:LinkedIn

Today, we have Jan Voss with us. Jan is the Head of Family Office at BLN Capital, a Berlin-based Single Family Office. BLN invests across almost all asset classes but has historically been most active in early-stage ventures in Germany as well as the VC and PE fund space.AT BLN, Jan leads a three-person investment team focused on long-term investments across almost all asset classes. Jan is also a very active author on LinkedIn with over 15,000 followers, regularly sharing insights into family offices, venture capital, and asset allocation with his readers.BLN manages over 100M€ in assets and has an established portfolio of 30+ companies and notable investments, including Kittl, PowerUs, and Meine Erde.Jan is also the Managing Director of Cape May Wealth. Cape May Wealth is a Berlin-based wealth management firm. They aim to make family office investment knowledge available to everyone to help entrepreneurs make better decisions regarding their wealth.Go to eu.vc for our core learnings and the full video interview

In this episode of the Investor Views series, Cathy Dong and I talk about how she and her team qualify hedge funds and other investment opportunities. She also shares important tips for capital seekers looking to build relationships with family offices.If you'd like to be featured on HedgeInterview, or if you'd like to refer someone, please visit the 'Guests' page of HedgeInterview.com

Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.In this episode, we delve into the world of Single Family Offices, each one a distinct entity with its own set of structures, objectives and internal dynamics. To explore, Paul Fleming is joined by Beth Johnson and Michel Meert, as they shed light on the challenges and opportunities that currently define the Single Family Office landscape.The discussion includes the role of governance, succession planning and the ever-evolving landscape of long-term investment trends, including the adoption of  impact-driven strategies.This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.Read our full important notices - click here © 2023 Mercer (US) LLC. All rights reserved.

Today we are happy to welcome Niels Fritze, Head of Scale Invest, a young Single Family Office, where he oversees all aspects of the family's financial affairs, including investment management, estate planning, and wealth preservation.Niels utilizes his expertise in financial analysis, risk management, and strategic decision-making to optimize the family's wealth and ensure their long-term financial security.Jump to the parts that matter to you

In this intriguing episode, I have the pleasure of talking with Richard C. Wilson, founder of the Family Office Private Investor Club, host of his own podcast, the Family Office Podcast and a wealth of resources and inspiration to many, including myself very early on in my investing career.  Richard started the Family Office Private Investor Club in 2007, despite many saying it wasn't a viable concept, and it has now blossomed into a powerhouse with over 4,000 registered ultra-wealthy investors.   As the Family Office aficionado he is, Richard is sharing what he knows best - the stories, strategies, and mindset of the most successful ultra-wealthy investors in the fascinating realm of Family Offices.  We delve into how the wealthiest families we know concentrate their efforts and unearth some priceless gems about the art of branding that resonates with the endeavors of Family Office fundraising and investing, and building relationships of value more effectively with Family Offices. And he divulges the mindset commonalities he's learned over decades of working with the ultra-wealthy and how to authentically connect with them using the knowledge and expertise you already have. Get ready to absorb billionaire-level knowledge and ideas that can reshape your investing trajectory.  Connect further with Richard at richard@familyoffices.com or go to www.familyoffices.com.  To work with family offices and raise capital you can become a Charter Member in our investor club at www.familyoffices.com/Join  Download your free copy of The Single Family Office, the #1 most popular book ever written on ultra-wealthy investor best practices and industry trends and gain specialized knowledge on how to add value and build relationships faster with private investors at lp.familyoffices.com/book. To delve deeper into the secrets, strategies and mental models of becoming a billionaire visit billionaires.com to listen to Richard's exclusive billionaire interviews. To learn more, visit:https://billbymel.com/Listen to more episodes on Mission Matters:https://missionmatters.com/author/bill-bymel/

We like to kick off every live investor summit by setting the tone with a few opening remarks from our founder, Richard C. Wilson. Not only does this help to establish some of the key talking points, but it also explains everything you have to walk away with by attending. Check out these opening remarks from our 2023 Single Family Office Summit here:#FamilyOffice #teamwork #SingleFamilyOfficeSummit #PersuasivePitches #ValueAddedPresentations #EnhanceYourPitch #UnlockSuccess #PitchInvestors#CapitalRaising#ProactiveSelling #PitchingInvestors #InvestorFunnel #successfactors #leadershipvalues #investingtips #dealmaking #investors --------------The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.  To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.comMembership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com►Where to follow and listen to Richard:Twitter: https://Twitter.com/RichardCWilsonWebsite: http://www.FamilyOffices.comLinkedIn: https://www.Linkedin.com/in/singlefamilyoffice/iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdfFacebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/Trainings: https://www.InvestmentCertifications.comBootcamps: http://FamilyOffices.com/CapitalFamily Offices Summits: http://FamilyOffices.com/:Family Office Jobs:http://FamilyOfficejobs.com/----Thank you for watching this video—Please Share it. I like to read comments so please leave a comment.► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup--Richard is a  bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance.He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

Forming a strong Single Family Office relationship can be trick. That's why we're breaking down our top 4 insights for forming these long-term partnerships and making them last. Plus, get a bonus insight from Richard C. Wilson on ways that you can provide value first before going in for the deal.#familyoffice #familyofficerelationships #singlefamilyoffice #longterm #partnerships #value #dealmaking------The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.  To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.comMembership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com►Where to follow and listen to Richard:Twitter: https://Twitter.com/RichardCWilsonWebsite: http://www.FamilyOffices.comLinkedIn: https://www.Linkedin.com/in/singlefam...iTunes: https://itunes.apple.com/us/podcast/f...Products: http://FamilyOffices.com/wp-content/u...Facebook: https://www.Facebook.com/Family-Offic...Trainings: https://www.InvestmentCertifications.comBootcamps: http://FamilyOffices.com/CapitalFamily Offices Summits: http://FamilyOffices.com/:Family Office Jobs:http://FamilyOfficejobs.com/----► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup--Richard is a  bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance. He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

At our live events, we have over 1000 people sitting in the audience to learn from all sorts of different insights, success stories, best practices, etc. Yet the single biggest investment that anyone can make at anytime is the investment in your health. See Richard C. Wilson breakdown why being ultra-healthy is greater than being ultra-wealthy.#Singlefamilyoffice #familyoffice #investing #investingtips #investingstrategy #investment #investingstrategies #successstory -----------------The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.  To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.comMembership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com►Where to follow and listen to Richard:Twitter: https://Twitter.com/RichardCWilsonWebsite: http://www.FamilyOffices.comLinkedIn: https://www.Linkedin.com/in/singlefam...iTunes: https://itunes.apple.com/us/podcast/f...Products: http://FamilyOffices.com/wp-content/u...Facebook: https://www.Facebook.com/Family-Offic...Trainings: https://www.InvestmentCertifications.comBootcamps: http://FamilyOffices.com/CapitalFamily Offices Summits: http://FamilyOffices.com/:Family Office Jobs:http://FamilyOfficejobs.com/----► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup--Richard is a  bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance. He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

Greetings & welcome back to the rose bros podcast.This episode we are joined by Josh Young – Chief Investment Officer & Founder of Bison Interests – a Houston based investment firm that focuses on the energy industry. Since inception, Bison Interests has returned ~130% to its clients as it actively invests in publicly traded equities. Josh has built his career concentrating on deep value opportunities for investors. He has over 15 years of experience in investment management, 10 of which were focused on publicly-traded oil and gas securities. Josh became Chairman of the Board of RMP Energy in 2017. After refreshing the board and management team and rebranding the company (Iron Bridge Resources), it was bought out at a 78% premium in 2018. Josh is the author of numerous articles on oil & gas investments and the guest speaker at various energy industry conferences. He graduated with honors from the University of Chicago in economics. Josh was a management consultant to Fortune 500 companies and private equity firms, and then an investment analyst at a private equity fund. Josh worked as an energy investment analyst for a multi-billion dollar, single family office, which was nominated as Institutional Investor's Single Family Office of the Year in 2008.  We discussed starting an energy fund, outperforming benchmarks, dividends vs. buybacks, value traps, how to value an energy company, good prices vs. good assets, the dangers of diversification, the outlook for natural gas & the relevance of OPECEnjoy!This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season. Support the show

J'avais traité l'année dernière avec Laurent de Swarte d'Agami le sujet du Multi Family Office. Je trouvais intéressant de vous faire découvrir les dessous d'un Single Family Office pour avoir une vue plus complète de ces acteurs discrets de l'investissement. Romain s'est prêté à l'exercice pour nous donner un éclairage très personnel de ce qu'il met en place avec AA&Sons. Vous découvriez la philosophie, les convictions, l'organisation et la gouvernance de cette entité familiale. Nous faisons également un détour sur le monitoring des participations, la diversification et la prise de décision. Romain nous explique ses premiers pas d'investisseur et ce qui le motive le plus dans l'accompagnement des entrepreneurs. Le maitre mot de cette discussion, c'est la transmission. Enfin, nous terminons avec Cosmo Connected, dont Romain a pris les rênes et qui envisage de révolutionner les équipements de sécurité de la mobilité légère.

Extrait de l'épisode de Dimanche J'avais traité l'année dernière avec Laurent de Swarte d'Agami le sujet du Multi Family Office. Je trouvais intéressant de vous faire découvrir les dessous d'un Single Family Office pour avoir une vue plus complète de ces acteurs discrets de l'investissement. Romain s'est prêté à l'exercice pour nous donner un éclairage très personnel de ce qu'il met en place avec AA&Sons. Vous découvriez la philosophie, les convictions, l'organisation et la gouvernance de cette entité familiale. Nous faisons également un détour sur le monitoring des participations, la diversification et la prise de décision. Romain nous explique ses premiers pas d'investisseur et ce qui le motive le plus dans l'accompagnement des entrepreneurs. Le maitre mot de cette discussion, c'est la transmission. Enfin, nous terminons avec Cosmo Connected, dont Romain a pris les rênes et qui envisage de révolutionner les équipements de sécurité de la mobilité légère.

In der Nachmittagsfolge sprechen wir heute mit Gowrynath Sivaganeshamoorthy, CEO und Co-Founder von Elvah, über die erfolgreich abgeschlossene Finanzierungsrunde in der Summe eines einstelligen Millionenbereichs. Elvah möchte den Energie- und Mobilitätssektor mit einer Software verknüpfen, E-Mobilität massentauglich machen und damit das Speicherproblem für erneuerbare Energien lösen. Dafür bietet das Startup seinen Kundinnen und Kunden eine userfreundliche App, mit der sie anbieterunabhängig und europaweit ihr E-Auto laden können. Mittels exklusiver Daten und einer künstlichen Intelligenz legt das Jungunternehmen mit dem sogenannten Elvah-Score die Qualität der Ladeinfrastruktur in Echtzeit offen. Die Softwarelösung soll zukünftig auch Elektroautos zum größten dezentralen Stromspeicher für erneuerbare Energien zusammenschließen, um so die Kopplung des Energie- und Mobilitätssektors voranzutreiben. Elvah wurde im Jahr 2020 von Gowrynath Sivaganeshamoorthy, Sören Ziems und Wilfried Röper in Grafschaft gegründet und beschäftigt mittlerweile knapp 40 Mitarbeitende. In einer Finanzierungsrunde hat das niedersächsische Startup nun ein einstelliges Millioneninvestment erhalten. Der bundesweite Energieversorger Maingau Energie beteiligte sich monetär an der Runde und unterstützt Elvah operativ und strategisch bei der Umsetzung seiner Ziele. Zudem beteiligten sich das Single Family Office der Familie Thies namens Thies Gruppe und weitere Business Angels aus der Tech-, Automotive- und Mobilitätsbranche an der Finanzierung. Hierzu gehören u.a. Frank Lindenberg, Mitglied des Verwaltungsrats bei Lucid Motors und ehemaliger Finanzvorstand der Mercedes Benz AG, Caen Contee, Co-Founder des Mobility-Unicorns Lime, sowie Serien-Unternehmer Mattias Protzmann, unter anderem Co-Founder von Statista. Mit dem frischen Kapital möchte Elvah seine Ladelösung für Elektroautos weiterentwickeln und mit seiner Softwarelösung Elektrofahrzeuge zum größten dezentralen Stromspeicher für erneuerbare Energien zusammenschließen. One more thing wird präsentiert von OMR Reviews – Finde die richtige Software für Dein Business. Wenn auch Du Dein Lieblingstool bewerten willst, schreibe eine Review auf OMR Reviews unter https://moin.omr.com/insider. Dafür erhältst du einen 15€ Amazon Gutschein.

Josh Young is the Founder & CIO of Bison Interests.  Josh has built his career concentrating on deep value opportunities for investors. He has over 15 years of experience in investment management, 10 of which were focused on publicly-traded oil and gas securities. Josh became Chairman of the Board of RMP Energy in 2017. After refreshing the board and management team and rebranding the company (Iron Bridge Resources), it was bought out at a 78% premium in 2018. Josh is the author of numerous articles on oil & gas investments and the guest speaker at various energy industry conferences.   He graduated with honors from the University of Chicago in economics. Josh was a management consultant to Fortune 500 companies and private equity firms, and then an investment analyst at a private equity fund. Josh worked as an energy investment analyst for a multi-billion dollar, single-family office, which was nominated as Institutional Investor's Single Family Office of the Year in 2008 On this episode Chris and Josh discuss: A historical overview of energy markets from 2014 - present Macro themes that are emerging in the global energy markets A bull case for oil & gas What it will take to rebuild the oil & gas industry in America Follow Chris on Twitter: www.Twitter.com/FortWorthChris  Follow Chris on LinkedIn: www.linkedin.com/in/chrispowersjr/  Subscribe to The Fort on YouTube: https://www.youtube.com/channel/UCuJ32shRt8Od3MxMY-keTSQ Follow Josh on Twitter: https://twitter.com/Josh_Young_1 Bison Interests: https://bisoninterests.com/ (2:11) - Josh's career and background  (7:38) - How big is the investable universe of companies within Oil and Gas? (9:22) - Where is your focus within the industry? (10:54) - What was happening in the world after the crash in 2014? (20:54) - Are the Saudis the largest producers in the world? (21:18) - What do countries like Iran and Venezuela do with their oil when they are shut out of OPEC? (24:53) - What started happening in the market in 2015? (31:48) - As you think about that period of time, how much of it was driven by a lack of fracking knowledge? (36:25) - Market overview from 2018 through the pandemic (44:43) - How underinvested is the industry today? (52:25) - Thoughts on the ESG movement (1:00:39) - Is there anything on the horizon that the narrative around O&G will change either for the better or worse? (1:03:18) - How much impact is the Russia-Ukraine conflict having on the oil markets? (1:05:51) - What are your predictions for the next 4-5 years? (1:19:37) - Thoughts on the current O&G market The Fort is produced by Johnny Podcasts

Crowdstreet interviews DJ Van Keuren on Family Office Real Estate Investing

In this podcast DJ Van Keuren interviews Family Office Industry Expert Tom Handler of Handler Thayer on Family Office Real Estate Tax Strategies.

David Garcia es CEO en Siembra Capitales, un Single Family Office con sede en Guadalajara que invierte en capital y deuda en empresas en fase de crecimiento. En este episodio David nos cuenta sobre su trayectoria en el mundo financiero, además de las características que definen a un buen emprendedor. Además de cómo es la dinámica para asociarse y la importancia de cómo desarrollar liderazgo en un equipo grande.

Wann macht es Sinn, ein Family Office zu gründen – und was ist das überhaupt? Das diskutiert Moderatorin Nadine Kammerlander vom WHU Institut für Familienunternehmen und Mittelstand in dieser Episode mit David Zimmer, seriellem Gründer, Erfolgsunternehmer und Geschäftsführer seines Family Office „Kalodion.“ „Es ist wieder ein höherer Grad an Freiheit und Selbstbestimmtheit“, erklärt Zimmer. Er hatte 2007 das Glasfaserunternehmen inexio gegründet, das vor gut zwei Jahren für geschätzt rund eine Milliarde Euro an den schwedischen Investor EQT verkauft wurde und nun im Zusammenschluss mit der Deutsche Glasfaser der drittgrößte Anbieter von Glasfaser-Anschlüssen in Deutschland ist. Zimmers Idee war damals, Glasfaser dort zu verlegen, wo die Telekom nicht hinkommt – nämlich im ländlichen Raum. Mit dem gleichen unternehmerischen Esprit geht er jetzt an sein Family Office heran. „Mein Thema sind Start-ups und die Weiterentwicklung von Start-ups, denen ich dabei helfe, sich von einer Idee in ein richtiges Unternehmen zu entwickeln“, sagt Zimmer, der sein Expertenwissen mit spürbarer Leidenschaft über Kalodion für die Beratung und Betreuung vielversprechender junger Firmen einsetzt. Für ihn bedeutet das Family Office wieder mehr Unternehmertum, als es in den oft vorgegebenen Abläufen eines Konzerns möglich ist. „Ich wollte noch mal mehr selbstbestimmt und mit mehr direktem Impact arbeiten können, und dazu gibt mir das Family Office die Möglichkeit“, sagt er. Für welche Familien und für welche langfristigen Zwecke ein Family Office sinnvoll ist, erläutert Dominik Müller. Als ehemaliger Leiter Steuern & Recht in einem Single Family Office und heute als Partner im Bereich Steuerberatung bei EY berät er Privatpersonen und Family Offices in allen Steuer- und Vermögensstrukturphasen.

Molly Simmons, the Founding Partner of McFarland Partners. Molly has deep expertise in strategy, finance, private equity investments, and family offices and enterprises. Her leadership includes serving as a partner at two private equity firms, then a managing director of investments at a large single-family office, before launching her own firm, McFarland Partners, a boutique firm which which focuses on business strategies and private investments especially for family enterprises. Thank you for listening and supporting the podcast! https://www.buymeacoffee.com/sneakies or:) https://www.paypal.com/paypalme/anonymouscontent Check out our merchadise and books :) https://enchantedbooks.godaddysites.com/ Other awesome podcasts :) Enchanting Book Readings a top 1% global podcast for kids, Film Addicts, Thrilling Stories & The Haunting Dairies of Emily Jane. :) https://www.paypal.com/paypalme/anonymouscontent Thank you! Please Subscribe to our YouTube Channel :) https://www.youtube.com/user/Fellinijr/videos Zombie Diaries: https://youtu.be/tBmgi3k6r9A Our books :) Young Adult wizard book series: "Margaret Merlin's Journal" by A. A. Banks at Amazon! :) MMJ Book I The Battle of the Black Witch https://www.amazon.com/Margaret-Merlins-Journal-Battle-Black-ebook/dp/B01634G3CK MMJ Book II Unleashing the Dark One Science fiction action adventure https://www.amazon.com/Margaret-Merlins-Journal-Unleashing-Dark-ebook/dp/B01J78YH6I MMJ Book III The Mask of the Parallel World An Adventure in Italy https://www.amazon.com/Margaret-Merlins-Journal-Parallel-World-ebook/dp/B01KUGIZ8W/ MMJ Book IV The Quest for the Golden Key https://www.amazon.com/Margaret-Merlins-Journal-Quest-Golden-ebook/dp/B076FTTDQN https://www.instagram.com/margaretmerlinsjournal/ Top kids podcast: Enchanting Book Readings https://podcasts.apple.com/us/podcast/enchanting-book-readings-reviews/id1498296670 Our Podcasts: Enchanting Book Readings, Film Addicts, Thrilling Stories & Legitimately Mallie ;) Disclaimer this podcast is for entertainment purposes. No responsible for any errors or omissions. --- Support this podcast: https://anchor.fm/girlmogul/support

Le sujet : Avec la crise du COVID-19 et l'envahissement de l'Ukraine par la Russie, l'inflation commence à sévir. Nous verrons dans cet épisode quels sont les investissements à privilégier pour se protéger de l'augmentation générale et durable des prix. L'invité du jour : Après une belle carrière en banque et en Venture Capital, Julien Etaix se charge aujourd'hui de gérer le patrimoine d'une famille (“Single Family Office”). C'est un passionné d'investissement. Fun fact : il a acheté sa première action 13 ans sur le minitel ! Au micro de Matthieu Stefani, cofondateur de CosaVostra, Julien nous parle d'un sujet chaud en ce début d'année 2022 : l'inflation. De quoi s'agit-il ? Est-ce vraiment un mauvais événement pour les investisseurs ? Comment s'en protéger ? Il nous donne les clés pour comprendre ce phénomène majeur de la macroéconomie. ## C'est quoi l'inflation ? C'est un indice qui est mesuré par des instituts statistiques. En France, l'INSEE mesure l'inflation au travers le panier de subsistance : un ensemble fixe de biens et services, actualisé chaque année. Il sert à se rendre compte si le coût de la vie augmente, pour une partie de la population. ## Pourquoi parle-t-on de l'inflation aujourd'hui (1er trimestre 2022) précisément ? Il y a deux types d'inflation : la “bonne inflation”, qui se manifeste lorsque l'économie est en croissance (investissement, création d'emplois, taux d'intérêt bas) ; et la “mauvaise inflation”, portée par la hausse des prix des matières premières. Aujourd'hui, c'est le second type d'inflation qui se manifeste du fait de l'envahissement de l'Ukraine par la Russie, impactant fortement le prix des matières premières. ## Quel rapport entre les taux d'intérêt et l'inflation ? Le taux d'intérêt est un outil de la Banque Centrale. Plus elle fixe des taux d'intérêt élevés, plus les crédits demandés par les agents économiques auprès des banques commerciales coûtent cher. Ce sont ces crédits qui sont à l'origine de la création monétaire. Or, plus il y a de monnaie en circulation dans l'économie, plus l'inflation augmente. Ainsi, pour diminuer l'inflation, les banques centrales peuvent augmenter les taux d'intérêt. Si les taux d'intérêt sont trop élevés, les acteurs économiques vont diminuer leurs demandes de crédits (car emprunter leur coûte trop cher). Ainsi, la création monétaire va ralentir… Tout comme l'inflation ! Par contre, lorsque les taux d'intérêt augmentent, les entreprises investissent moins, l'emploi ralenti et l'immobilier coûte plus cher. C'est donc un subtil équilibre que de fixer le niveau des taux d'intérêt. Depuis une dizaine d'années dans la Zone Euro, ces taux approchent les 0% : un signal favorable de la part des Banques Centrales, pour les banques commerciales. Aux Etats-Unis, les taux d'intérêt sont bas depuis la crise du COVID-19. Aujourd'hui, les Banques Centrales américaines et européennes annoncent une hausse des taux d'intérêt. ## Quels sont les secteurs qui se défendent plus ou moins bien face à l'inflation ? Investir dans les entreprises de la grande distribution n'est généralement pas une bonne idée en période d'inflation. Car les distributeurs ne peuvent pas impacter l'inflation sur leurs marges, bien au contraire. Par contre, les secteurs ayant un facteur qualité très important dans leur offre (comme le luxe ou la haute technologie) et les entreprises qui vendent à d'autres sociétés (B2B) sont plus intéressants pour les investisseurs. En effet, ces entreprises peuvent impacter la hausse de l'inflation sur les consommateurs finaux. Attention, cette répercussion n'est pas totale : elles doivent tout de même réduire leurs marges. ## Quels sont les leviers pour se protéger de l'inflation ? La gestion de carrière. Julien explique que la sécurité de l'emploi, c'est ce qui coûte le plus cher en période d'inflation. Car les salaires ne sont pas indexés sur l'inflation. Le fait de changer d'emploi ou de secteur est un bon moyen de se protéger de l'inflation, en recherchant une rémunération plus élevée ailleurs. Au niveau de l'investissement, les bons moyens de se protéger sont (dans l'ordre) : Les actions. Car les grands groupes internationaux sont capables d'augmenter leurs prix. Julien propose de s'exposer à l'ensemble du marché développé mondial, avec un ETF par exemple. L'immobilier commercial via des REIT (ou SIIC : sociétés foncières cotées), voire le locatif dans des villes où les loyers ne sont pas trop plafonnés. Les matières premières comme le pétrole. Il est possible d'acheter des indices diversifiés (ETF iShares de Blackrock par exemple). Attention, il s'agit d'un actif très volatil et donc risqué. L'or qui historiquement fonctionne bien durant les périodes inflationnistes (valeur refuge). Mais qui ne paie pas de dividendes ni d'intérêts. Les cryptomonnaies pour une petite part de son patrimoine seulement. Attention, nous n'avons pas l'historique suffisant pour connaître le comportement des cryptoactifs dans une période d'inflation. Ils citent les références suivantes : L'INSEE La BCE et la Fed L'encadrement des loyers L'ETF MSCI World Les REIT et l'EPRA Ainsi que d'anciens épisodes de La Martingale : #103 - Thomas Perret - Conflits géopolitiques et investissement : Que faire ? On vous souhaite une très bonne écoute ! C'est par ici si vous préférez Apple Podcasts, ici si vous préférez Google Podcast ou encore 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 produit par CosaVostra, du label Orso Media. Merci à Bricks d'avoir rendu possible cette neuvième saison de La Martingale. N'hésitez pas à prendre quelques minutes pour vous rendre sur le site bricks.co et entrez le code MARTINGALE lors de votre inscription. Pour tout investissement réalisé dans les 3 mois, Bricks vous reversera 1%. Cette inscription ne vous engage à rien et vous permet d'accéder à toutes les offres en cours et à venir.

We all need a roof above our heads. The first and most crucial in Maslow's hierarchy of needs. When you meet your basic housing need, time and opportunities become abundant. Not to mention the mental benefits of getting to live properly. It is a tragedy how many families and veterans in the military can't even meet this basic necessity. James offers a solution. In fact, he manages a fund that directly helps house military families and service members. In this episode, James takes us through his passionate journey and the colossal financial world of single-family offices. James is another Lean advocate. He believes the 2 seconds improvements we make will snowball into more time and more money. He dreams of building an empire and giving back to the veteran community, teaching financial independence. Now on his way to creating business #3, James also dreams of a roof above every head. A true family man. In this episode, James shares how you don't have to sell something and what a single-family office is, the grand empire he dreams of building one day. Check out his passionate plans, watch the episode now! Click here on the link below to find how you can begin a success story just like this. pintocapitalinvestments.com. In this episode, we explore: Benefits while on active duty Consumerism and how to budget Learning the rules, Playing the game Asking the right questions Education on VA loan What is a single-family office Vertical integration Homing military family members About James: Guest Bio: James is a Passionate Entrepreneur and Lean Thinker. Focused on Growth, Pro-activity, Team, Emotional Intelligence, Innovation, Value, and Freedom. He was trained by the US Army in Combat Tactics, Preparation, Accountability, and Psychological Operations. James was inspired and motivated by the process of building businesses and is currently on business #3, which I'm fostering into an Idea Meritocracy Organization. He values radically open-minded people with principles and character and is constantly learning, networking, and brainstorming. Now on the path to building my own Single Family Office. He is passionate about: - Giving back to the Veteran Community. - Inspiring others to put good into the world. - Showing people the path to financial independence. - Scaling ideas and businesses across the country. - Pioneering on the front line of innovation. - Surrounding myself with higher-level thinkers. Snapshot Timestamp: 47:04 What is your number one failure in real estate? Starting with single-family and not asking the right questions 2. What advice do you have for other military investors to be successful? Learn the VA loan inside and out 3. What inspired you to serve your country? The military guns, airplanes, and the career was very appealing 4. What is your dream? Financial freedom and giving back Connecting with the Guest LinkedIn: https://www.linkedin.com/in/jamesmarszalek/ #VAlaon #veteranhousing #singlefamilyoffice

Molly Simmons, the Founding Partner of McFarland Partners. Molly has deep expertise in strategy, finance, private equity investments, and family offices and enterprises. Her leadership includes serving as a partner at two private equity firms, then a managing director of investments at a large single-family office, before launching her own firm, McFarland Partners, a boutique firm which which focuses on business strategies and private investments especially for family enterprises. Thank you for listening and supporting the podcast. https://www.buymeacoffee.com/sneakies Check out :) https://enchantedbooks.godaddysites.com/ Other awesome podcasts :) Enchanting Book Readings top 1.5% global podcast, Film Addicts, Thrilling Stories & The Haunting Dairies of Emily Jane. :) https://www.paypal.com/paypalme2/anonymouscontent Thank you! Paypal (friends & family) petcarebuddies@gmail.com https://www.patreon.com/sneakies Please Subscribe to our YouTube Channel :) https://www.youtube.com/user/Fellinijr/videos Zombie Diaries: https://youtu.be/tBmgi3k6r9A Our books :) Young Adult wizard book series: "Margaret Merlin's Journal" by A. A. Banks at Amazon! :) MMJ Book I The Battle of the Black Witch https://www.amazon.com/Margaret-Merlins-Journal-Battle-Black-ebook/dp/B01634G3CK MMJ Book II Unleashing the Dark One Science fiction action adventure https://www.amazon.com/Margaret-Merlins-Journal-Unleashing-Dark-ebook/dp/B01J78YH6I MMJ Book III The Mask of the Parallel World An Adventure in Italy https://www.amazon.com/Margaret-Merlins-Journal-Parallel-World-ebook/dp/B01KUGIZ8W/ MMJ Book IV The Quest for the Golden Key https://www.amazon.com/Margaret-Merlins-Journal-Quest-Golden-ebook/dp/B076FTTDQN https://www.instagram.com/margaretmerlinsjournal/ Top kids podcast: Enchanting Book Readings https://podcasts.apple.com/us/podcast/enchanting-book-readings-reviews/id1498296670 Our Podcasts: Enchanting Book Readings, Film Addicts, Thrilling Stories & Legitimately Mallie ;) Disclaimer this podcast is for entertainment purposes. No responsible for any errors or omissions. --- Support this podcast: https://anchor.fm/girlmogul/support

James Marszalek - I'm a Passionate Entrepreneur and Lean Thinker. Focused on Growth, Pro-activity, Team, Emotional Intelligence, Innovation, Value, and Freedom. Trained by the US Army in Combat Tactics, Preparation, Accountability, and Psychological Operations. Inspired and motivated by the process of building businesses. Currently on business #3, which I'm fostering into an Idea Meritocracy Organization. I value radically open-minded people with principles and character. I'm constantly learning, networking, and brainstorming. I aspire to build my own Single Family Office. I'm passionate about: - Giving back to the Veteran Community. - Inspiring others to put good into the world. - Showing people the path to financial independence. - Scaling ideas and businesses across the country. - Pioneering on the front line of innovation. - Surrounding myself with higher level thinkers.

Patrick and Francesco discuss the importance of family members being able to speak the truth with each other. How this creates the path for impact and freedom of expression. Patrick Tsang is Chairman of Tsangs Group, a fourth-generation China-focused Single Family Office from Hong Kong. Patrick invests in various companies with a positive influence and positive impact. Born and raised in the United Kingdom with deeply-rooted Chinese heritage, he has a robust global network as a seasoned investor. He has worked on numerous IPO and M&A transactions globally and has successfully made investments in Asia, mainly in Hong Kong and China, North America, and Europe. Patrick holds several prestigious appointments, including the Trade Commissioner of Grenada in Macau, to promote international business and investment. A graduate from the College of Law in England, Patrick is a qualified solicitor in Hong Kong, England, and Wales. As a philanthropic advocate, he is a Young Fellow of The Duke of Edinburgh's International Award World Fellowship and past President of the Rotary E-Club of Hong Kong. Notable acknowledgments include being awarded the China Economic Person of the Year during the China Economic Development Forum in 2014. Patrick is an international keynote speaker on China, finance, technology, fintech, blockchain, AI, and leadership. Patrick's life motto is Anything is Possible; the title of his motivational web series featuring some of the most influential people worldwide, who generously share their insights on their road to success. Anything is Possible is aimed towards the younger generation as a movement to share positivity, overcome challenges, and create One World.

In season 2, episode 8, Simon talks to Patrick Tsang. Patrick Tsang is Chairman of Tsangs Group, a fourth-generation China-focused Single Family Office from Hong Kong. Patrick invests in various companies with a positive influence and positive impact. Born and raised in the United Kingdom with deeply-rooted Chinese heritage, he has a robust global network as a seasoned investor. He has worked on numerous IPO and M&A transactions globally and has successfully made investments in Asia, mainly in Hong Kong and China, North America, and Europe. Patrick holds several prestigious appointments, including the Trade Commissioner of Grenada in Macau, to promote international business and investment.

In season 2, episode 8, Simon talks to Patrick Tsang. Patrick Tsang is Chairman of Tsangs Group, a fourth-generation China-focused Single Family Office from Hong Kong. Patrick invests in various companies with a positive influence and positive impact. Born and raised in the United Kingdom with deeply-rooted Chinese heritage, he has a robust global network as a seasoned investor. He has worked on numerous IPO and M&A transactions globally and has successfully made investments in Asia, mainly in Hong Kong and China, North America, and Europe. Patrick holds several prestigious appointments, including the Trade Commissioner of Grenada in Macau, to promote international business and investment.

The wealthiest Americans often set up family offices that cater to their every need. In this episode of Secrets of The Super Rich Fridays, Tim reveals how you can enjoy many of the same resources, expertise, and benefits as the Super Rich—even if your last name isn't Bezos, Buffett, or Gates without having a 9 figure net worth.

As lockdowns across the country lead us to Thanksgiving, this week we invite Josh Young back in the podcast to discuss what’s going on in the world of energy investing and his long positions- both in Canada and the US. I hope you enjoy. #hottakeoftheday podcast Episode 85 w/Josh Young https://youtu.be/cm2iBXHgKsg   Podcast Audio   About our Sponsor, API Control Systems   Since 1989, API Control Systems has provided quality control system design, manufacturing, and installation services primarily for the oil & gas industry.  From drilling, to upstream production, midstream transportation, and hydrocarbon processing markets, you can rely on API for all of your Oil & Gas Industry control systems needs. Be sure to visit API Control Systems, and when you call them ask for Lucas Comeaux and tell him you want the special DRW discount.   About Josh JOSH YOUNG Managing Partner & Founder  Josh is a Co-Founder of Bison Interests and serves as its Chief Investment Officer, leading Bison’s research and investment process. He is focused on idea generation, investment strategy and portfolio construction. He is responsible for managing Bison’s outside advisers across geology, engineering, finance and management. Josh has over a decade of professional experience investing in publicly traded oil & gas stocks. He was previously Chairman of the board of Iron Bridge Resources, a publicly traded E&P. He led the reconstitution of the board and management there, $80 million in asset sales, and the sale of the company for $142 million. Prior to Bison, Josh was Portfolio Manager of Young Capital Management, a board member of Lucas Energy (LEI) – a small cap publicly traded oil producer, and an investment analyst at a multi-billion dollar, single family office, which was nominated as Institutional Investor’s Single Family Office of the Year. He has been profiled on the front page of Blomberg.com and in Oil and Gas Investor Magazine, interviewed as an energy expert in broadcast media outlets like Fox News and Al Jazeera, quoted in publications including Barron’s and Reuters, and regularly speaks at industry events. Josh graduated with honors from the University of Chicago where he earned his Bachelor’s in economics.

In this episode of the Investor Views series, Nitin Shakdher and I talk about some of the challenges and opportunities he’s faced this past year and what he looks forward to in 2021.

Richard C. Wilson is the founder of The Family Office Club, the largest association of over 2,000 registered ultra-wealthy families and their family offices. He is the best-selling author of The Single Family Office. The Family Office Club also owns and operates CommercialRealEstate.com Listen in as he shares: How he developed a success-focused mindset from childhood Practical strategies to maintain high energy levels and why this gives you an advantage in business His daily mindset routine (in his shower) ensures he keeps firmly focused on his goals and vision Why not accepting the status quo can be a good thing and how to use it to your advantage The importance of taking risks to reach your goals (and why mindset is key) Top Tip: how to do outreach without being pushy and salesly Learn more about the ultra-wealthy investors of the family office club and download their free book here: FamilyOffices.com. Smash Your Income Glass Ceiling To Attract More Clients And Money… without doing more marketing! Click here for Free Video Training 

Family offices are firms that serve the ultra-high net worth investors such as centimillionaires and billionaires. While many people would be over the moon after receiving a $1mm check after hours of negotiations and meetings, those same individuals from family offices wouldn't even show up for such a low amount. In fact, a similar meeting for a family office would leave them in control of an additional $500mm in equity or more. How exactly does the family office business model work? Our guest for today is Richard Wilson who helps families with a net worth of $100mm or more create, manage, and maintain their family office. Richard currently manages 14 clients including mandates with 3 billionaire families. He is also the CEO of a $500M+ single family office and Head of Direct Investments for another with $200M+ in assets. Richard is also the author of a bestselling book in the family office industry, The Single Family Office: Creating, Operating and Managing the Investments of a Single Family Office and a recently released book called How to Start a Family Office. Today we are going to discuss... What categorical shifts need to be made if you are planning on working with centimillionaires and billionaires The three main investing buckets most family offices need to consider filling Some of the strategies that family offices implement that accredited investments can also implement on their own What the future of the family office looks like in the US Learn more about our guest:  familyoffices.com   Subscribe in iTunes. Click here to access our investment opportunities.

Have you ever had trouble selling to someone that made WAY more money than you? Ever hesitated before revealing price. This episode will help you tremendously. Our guest this week is Richard C. Wilson, CEO of the Family Office Club.  Richard C. Wilson helps $100M+ net worth families create and manage their single family offices and currently manages 14 clients including mandates with three billionaire families and as the CEO of a $500M+ single family office and Head of Direct Investments for another with $200M+ in assets. Richard literally wrote the book on the family office industry, The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office and a recently released book called How to Start a Family Office: Blueprints for Setting Up Your Single Family Office. This episode is brought to you by "Japan Sales Mastery" the newest book by renowned international business expert Dr. Greg Story. If you need help with your international sales in Japan, this is a MUST read. Dr. Story heads Dale Carnegie Japan and hosts his own podcast "Sales Japan Series." Subscribe to the Sell or Die Podcast! It only takes 7.5 seconds

Richard C. Wilson is CEO of The Miami Family Office, a $500M AUM single family office. Richard is also the founder of Wilson Holding Company which employs over 30 professionals and produces over $10M a year in revenue through various operating businesses which include Billionaire Family Office and The Family Club, the largest membership-based family office association (FamilyOffices.com), along with holdings in the training, single family office management (SingleFamilyOffices.com), investment conference, search, data research, physical bullion, private equity (PrivatEquity.com), food, and energy industries. Richard has spoken at over 150 conferences in 17 countries and has the #1 bestselling book in the family office industry, The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office.  Richard has his undergraduate degree from Oregon State University, his M.B.A. from University of Portland, and has studied master's level psychology through Harvard's ALM program while previously residing in Boston. Key Takeaways: [2:20] Why you should care about what people worth $20+ million are doing with their money [4:13] Some important terminology for dealing with family offices [6:35] Looking back at some of the original family offices and the changes that have taken place since then [10:49] Why there's a need for family offices [14:11] How the middle class investor can take the framework of a family office and use it to fit their situation [16:26] A key strategy you can take from family offices of the ultra-wealthy [19:24] What sorts of holdings the family offices have [22:56] Why the US is the haven for the ultra-wealthy [26:26] Family offices, surprisingly, sometimes even go after distressed markets [27:38] How you can find a family office to partner with in your deals Websites Mentioned: www.familyoffices.com

Richard C. Wilson is CEO of The Miami Family Office, a $500M AUM single family office. Richard is also the founder of Wilson Holding Company which employs over 30 professionals and produces over $10M a year in revenue through various operating businesses which include Billionaire Family Office and The Family Club, the largest membership-based family office association (FamilyOffices.com), along with holdings in the training, single family office management (SingleFamilyOffices.com), investment conference, search, data research, physical bullion, private equity (PrivatEquity.com), food, and energy industries.Richard has spoken at over 150 conferences in 17 countries and has the #1 bestselling book in the family office industry, The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office.  Richard has his undergraduate degree from Oregon State University, his M.B.A. from University of Portland, and has studied master's level psychology through Harvard's ALM program while previously residing in Boston.Key Takeaways: [2:20] Why you should care about what people worth $20+ million are doing with their money[4:13] Some important terminology for dealing with family offices[6:35] Looking back at some of the original family offices and the changes that have taken place since then[10:49] Why there's a need for family offices[14:11] How the middle class investor can take the framework of a family office and use it to fit their situation[16:26] A key strategy you can take from family offices of the ultra-wealthy[19:24] What sorts of holdings the family offices have[22:56] Why the US is the haven for the ultra-wealthy[26:26] Family offices, surprisingly, sometimes even go after distressed markets[27:38] How you can find a family office to partner with in your dealsWebsites Mentioned:www.familyoffices.com