Family Office Podcast - Private Investor & Investment Insights
723 episodes - English - Latest episode: 5 days ago - ★★★★ - 49 ratingsThe Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights.
Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth.
We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and innovative structures such as performance-fee only and Co-GP investment opportunities.
The Family Office Club has over 4,000 registered investors and our online investor community has over 450 recorded investor mandates, with a normal 15 live events hosted a year with 6,500 participants at those live events.
To learn more please visit http://FamilyOffices.com or call (305) 503-9077 Investors can access our deal flow at HTTP://InvestorClub.com and HTTP://DoctorsInvestorClub.com
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Episodes
Exclusive Interview with Super Bowl Champion Walter Thurmond III | Pro-Athlete Series Ep. 7
May 29, 2024 12:00 - 5 minutes - 4.14 MBWalter Thurmond III is a former NFL player who played as a cornerback for the Philadelphia Eagles, the New York Giants, and the Seattle Seahawks. He is also a Super Bowl champion, winning his ring in 2014 against the Denver Broncos in a blowout win of 43-8. In this exclusive interview, Walter shares what it was like to train during his professional career and how his "Get More" mental model helped him and his teammates push beyond their limits. Join us in episode 7 of the pro-athlete int...
2 Insights From Family Offices on Priorities & Artificial Intelligence
May 28, 2024 17:00 - 2 minutes - 1.95 MBThis video features Richard C. Wilson from the Family Office Club, sharing insights from the Beverly Hills Super Summit. He highlights key points from the event, including discussions on health's importance, AI investing, and productivity tips from billionaire Jeff Hoffman. Wilson emphasizes the value of continuous learning and invites viewers to join future events. ----------------------------------------- Welcome to the "Private Investor Club - 7,500 Investors. Subscribe now to hear what ...
Investor Strategy Insight on the Ultra-Wealthy: Slow is Smooth and Smooth is Fast
May 24, 2024 14:00 - 3 minutes - 2.62 MBHey everyone, Richard C. Wilson here from the Family Office Club in Brooklyn. We're hosting a 700-person New York City Super Summit nearby, featuring 125+ speakers, including billionaires, millionaires, pro athletes, and angel investors. The key takeaway from today? 'Slow is smooth, and smooth is fast'—a Navy SEAL mantra that resonates in the family office space. Rushing pitches doesn't build trust; investors need time and context to make decisions. Adding value first and understanding the...
Richard C. Wilson Opens NYC Super Summit 2024: #1 Investor Event with 400+ Investors & 120+ Speakers
May 23, 2024 17:00 - 17 minutes - 11.8 MBJoin Richard C. Wilson as he kicks off our NYC Super Summit 2024 the #1 private investor club event, featuring 400+ investors and more ultra-wealthy investors speaking on stage than any other event in the Northeast. In this video, Richard pens the event with insightful remarks. Discover valuable strategies from over 120 speakers, network with industry experts, and gain access to exclusive content. Learn from billionaires, seasoned investors, and business leaders as they share their experi...
NBA Star C.J. Watson: There Is Always Someone You Can Inspire | Pro Athlete Interview Series - EP 6
May 21, 2024 14:00 - 14 minutes - 9.88 MBC.J. Watson is a former NBA player who played for the Golden State Warriors, Chicago Bulls, Indiana Pacers, Brooklyn Nets, and Orlando Magic. After a lucrative career as a pro athlete, he is now a published author dedicated to inspiring the next generation to achieve greatness no matter what their upbringing looks like. In this exclusive one-on-one interview, we ask C.J. about his insights on setting goals, building a reliable network, and lessons learned on building generational wealth. ...
Listen To Your Gut on Partners - Run The Other Way if Something Feels Off
May 17, 2024 16:00 - 1 minute - 851 KBWe had a family with a $140M+ net worth at our recent 2024 NYC Super Summit - and what they suggested was a strategy that stuck with us, which was to listen to your gut. Even if you are unsure why, if something feels off with someone who is trying to close a deal with you, then you should trust your instincts and run the other way. Maybe they are not enjoyable to be around. Maybe they are not respectable. Or maybe they are just not your type of person. Either way, when it comes to closing de...
Billionaire Time Management Strategy - Don't Let Passion & Perseverance Get You Stuck in a Rut
May 16, 2024 18:00 - 2 minutes - 2.03 MBOne of the top time-management strategies learned from our 2024 NYC Super Summit actually goes against a lot of common thinking within our private investor club. A lot of people think that it is like wearing a badge of honor to see something through no matter how challenging it becomes. But what was interesting to hear from one of our billionaire speakers was that it is helpful to review every day what you are currently committed to - and whether or not it is still worth working on and see...
Characteristics of People Who Investors Love to Allocate Capital To
May 15, 2024 14:00 - 4 minutes - 3.21 MBJoin Richard Wilson at the Family Office Club as he shares insights on the characteristics that investors love when allocating capital. Discover what it takes to be the highest quality individual in the room, drawing inspiration from Warren Buffett and other successful investors. Learn how being a class act, passionate, and joyful can attract investors, along with traits like long-term thinking, consistency, and emotional intelligence. Gain valuable tips on building trust, serving inve...
Mistakes You Are Making If You Are New to Working With Ultra-Wealthy Investors
May 14, 2024 16:00 - 8 minutes - 5.67 MBIt takes time, effort, and dedication in order to get on the radar with ultra-wealthy investors. That's why when you eventually do reach that pivotal stage, you avoid some of the most common mistakes that up-and-coming business owners make when working with the 0.001% of investors. They want to work with someone who they can not only trust but that they believe in as the clear choice among all of the other competitors. You need to have high conviction as well as a clear and concise busines...
How to Put Together A Pitch Deck That Investors Will Love
May 09, 2024 20:00 - 5 minutes - 4.05 MBCrafting a compelling pitch deck is crucial for attracting potential investors, but what exactly are they looking for? In this panel discussion featuring ultra-wealthy investors, we delve into the essential elements that they do - and don't - want to see. If you want to raise capital for your business, then you need to understand the art of building a presentation that not only builds trust and credibility but also proves why you are the clear choice among everyone else in your competitive...
Why Manufacturing, Industrial, Service Business and Real Estate Are Popular
May 08, 2024 20:00 - 25 minutes - 17.7 MBIn this insightful exploration, we delve into the compelling reasons behind the newfound popularity of age-old sectors, shedding light on the captivating trends reshaping our economic landscape. Join us as we dissect the factors driving this resurgence, from the enduring reliability of tangible assets to the growing demand for localized production and services. Gain valuable insights into the revitalization of these sectors, uncovering the opportunities they present for entrepreneurs, inve...
How to Complete Due Diligence for Different Deal Structures
May 07, 2024 19:00 - 3 minutes - 2.18 MBIn this investor panel discussion, we ask about what goes into a comprehensive guide to navigating due diligence across diverse deal structures. Whether you're delving into mergers, acquisitions, partnerships, or investments, this video offers invaluable insights and expert strategies to streamline your due diligence process. From understanding the nuances of different deal structures to mastering the art of risk assessment and beyond, join us as we delve deep into the world of proprietary...
High-Yield Investment Structures: Insights from Our Investor Panel
May 06, 2024 19:00 - 6 minutes - 4.42 MBSophisticated investment structures often involve intricate combinations of financial instruments, legal entities, and tax strategies tailored to the needs and goals of sophisticated investors, such as high-net-worth individuals, institutions, or investment funds. This process can be complex - which is why we asked some of our investors on stage which types of sophisticated structures have worked best for them and how they design them to fit their unique goals. Tune in now to see how some ...
Which Types of Deals Get Closed at A Family Office Club Conference?
May 03, 2024 20:00 - 6 minutes - 4.77 MBFrom venture capital to private equity, real estate to alternative investments, our speakers share their experiences navigating diverse sectors and asset classes, shedding light on the nuanced strategies that have propelled them to success. Gain a deeper understanding of the intricacies involved in securing lucrative investment opportunities, and learn how to leverage networking and collaboration to maximize your investment potential. Tune in now to see what our investor community has be...
Don't Say 'Yes' to A Deal Just Because It Sounds Good | Pro Athlete Interview Series - EP 5
May 02, 2024 15:00 - 28 minutes - 20 MBLyle Adams is a former MLS Player turned founder and CEO of Spry - an athletics management platform. In this exclusive interview, Lyle talks about why saying 'no' strategically can elevate your professional relationships and ensure long-term success. Unlock invaluable insights on negotiation tactics and build up the confidence to make decisions that truly align with your goals. Don't miss this transformative discussion on navigating the delicate balance between opportunity and discernmen...
Investor Panel: Expert Strategies for Hiring and Partnering in Business
May 01, 2024 21:00 - 2 minutes - 1.92 MBGain priceless insights from our exclusive Investor Panel Discussion, moderated by Richard C. Wilson, as we explore the intricacies of choosing the best employees and partners for your business. In this engaging session at our Family Office Club event, our seasoned investors share their expertise in navigating the complex landscape of recruitment and partnership formation. Discover the crucial criteria and strategies for identifying top talent and compatible partners who align with your b...
What Is An Assumable Loan & What Are The Advantages?
May 01, 2024 01:00 - 3 minutes - 2.24 MBAre you aware of this special type of mortgage that allows a buyer to take over the existing mortgage on a property from the seller? If not, you should tune in and check out what our experienced investor panelists at the family office club event have to say about assumable loans, the many perks and advantages, and what the current opportunities are right now. Explore the concept of assumable loans, uncovering their meaning, and learning about the variety of advantages they offer. From un...
How to Strategically Build Up Assets & Equity with Minimum Liability
April 29, 2024 14:00 - 7 minutes - 5.04 MBIn this engaging panel discussion at the family office club event, we ask our speakers on stage about building and scaling out billion-dollar balance sheets with strategic asset management and liability minimization. Our experts share invaluable insights and proven strategies for growing your wealth safely and sustainably. Watch the full talk and gain key knowledge on leveraging assets, enhancing equity, and mitigating risk to achieve long-term financial success. Don't miss out on this...
The Competitive Edge Driving Fast Growth
April 26, 2024 15:00 - 4 minutes - 3.33 MBDive deep into the strategies driving success for today's top firms as they share their competitive edge in scaling and growing faster than their peers. In this enlightening panel discussion, industry leaders reveal key insights, innovative approaches, and best practices that have propelled them to the forefront of their respective markets. Whether it's harnessing cutting-edge technology, mastering customer engagement, or implementing agile business models, this discussion at our Family Of...
CiCi Bellis Reveals Her Venture Capital Secrets | Pro Athlete Interview Series - Episode 4
April 25, 2024 22:00 - 17 minutes - 11.9 MBDive into the world of venture capital with tennis sensation Cici Bellis as she unveils her exclusive secrets to entrepreneurial success. In this insightful interview from our Pro Athlete Interview Series, learn how CiCi leverages her expertise on and off the court to navigate the competitive landscape of venture capital, offering invaluable insights for aspiring entrepreneurs and investors alike. ----------- Inside the Minds of Business Champions: Pro Athletes Unveil the Secrets of Top ....
How to Win Over Ultra-Wealthy Private Investors by Building Credibility
April 24, 2024 22:00 - 8 minutes - 5.53 MBBuilding trust and credibility is crucial when it comes to working with large family offices and private investors. In this exclusive panel discussion at our family office club event, we ask our speakers about their proven strategies and actionable insights. From crafting compelling narratives to showcasing expertise and reliability, you will learn about some of the best practices and strategies for elevating your credibility and securing lucrative investment opportunities. -------------...
Investors' Expert Strategies for Adapting to Real Estate Market Changes
April 23, 2024 15:00 - 11 minutes - 8.14 MBIn this insightful video, seasoned investors offer invaluable perspectives and strategies for navigating the ever-changing real estate landscape. As markets evolve and new trends emerge, staying ahead is crucial. Join us as we explore the nuances of the new real estate reality, uncovering key insights that will empower you to make informed decisions and thrive in today's competitive environment. From adapting to shifting market conditions to seizing opportunities in emerging sectors, our...
How A Former NFL Player Built A Real Estate Empire | Pro Athlete Interview Series - Episode 3
April 19, 2024 15:00 - 20 minutes - 14.2 MBIn this exclusive interview, discover the inspiring journey of former NFL player Thomas Clayton as he shares his secrets, strategies, and invaluable insights into building a thriving real estate empire of $100M+. From playing with superstars like Tom Brady, Marshawn Lynch, and Rob Gronkowski, to meeting with nationally renowned real estate partners, Thomas Clayton has led a life of talent and professionalism and is continuing to set even larger goals for years to come. Tune in and see how...
Why Ultra-Wealthy Investors Succeed through Proper Vetting
April 18, 2024 17:00 - 8 minutes - 5.86 MBJoin us as we uncover the secrets behind the success of ultra-wealthy investors and explore how meticulous vetting processes play a pivotal role in their achievements. In this discussion at our Family Office Club event, our expert panelists share invaluable insights, practical tips, and real-world experiences that highlight the significance of thorough due diligence.
Panel Talk: Best Investor Security Measures for Fixed Income Rates
April 17, 2024 17:00 - 13 minutes - 9.28 MBIn this exclusive session from the 2024 Beverly Hills Super Summit, our panel of seasoned financial experts shares invaluable insights and practical strategies aimed at fortifying your investment portfolio against potential risks and uncertainties. From understanding the intricacies of fixed income rates to implementing robust security protocols, our discussion covers a wide array of topics designed to empower investors with the knowledge and tools necessary to navigate today's dynamic fin...
Panel Discussion: Strategies and Tactics for Recognizing Investment Trends in 2024
April 16, 2024 14:00 - 15 minutes - 10.4 MBJoin us for an insightful panel discussion as industry experts delve into the dynamic world of investment trends in 2024 at our Family Office Club event. Discover actionable strategies and tactics designed to help you recognize and capitalize on emerging opportunities in today's ever-evolving market landscape. From navigating technological advancements to deciphering global economic shifts, our panelists offer invaluable insights to keep you ahead of the curve.
Navigating Angel Investment Trends 2024: Expert Panel Discussion
April 12, 2024 23:00 - 8 minutes - 5.53 MBIn this engaging panel discussion from our Family Office Club event at the Beverly Hills Super Summit, our selected angel investors and venture capital pros break down the emerging investment spaces for 2024. Watch the full video to get the latest insights and advice on which types of startups and other businesses are catching the attention of industry titans who have been in the game long enough to understand what the top opportunities are this year, including disruptive tech, AI, and mor...
Marques Ogden: Bankruptcy to Keynote Speaker | Pro Athlete Interview Series - Episode 2
April 09, 2024 16:00 - 18 minutes - 12.8 MBIn this captivating interview, join us as we delve into the inspiring journey of former NFL player Marques Ogden. Once facing the depths of bankruptcy, Ogden has risen to become a beacon of resilience and success. From his humble beginnings to the challenges he faced transitioning from professional sports to the corporate world, Ogden shares invaluable insights and lessons learned along the way. Discover how he transformed adversity into opportunity, ultimately establishing himself as a ...
Billionaire Fireside Chat with Jeff Hoffman, Creator of the Airport Check-In Kiosk
April 08, 2024 15:00 - 33 minutes - 22.8 MBRenowned entrepreneur Jeff Hoffman, creator of the airport check-in kiosk, engages in a dynamic one-on-one conversation with Richard C. Wilson, discussing the essence of entrepreneurship and the driving force behind starting a business. Jeff shares the story of his success and his profound insights on cultivating passion, perseverance, and vision in the entrepreneurial journey. Main Topic: The Passion of Starting A Business ------------------------------------- Welcome to the "Private Inv...
Exclusive Centimillionaire Fireside Chat with Kevin Harrington (Original 'Shark Tank' Investor)
April 05, 2024 14:00 - 24 minutes - 16.7 MBJoin us for a special Centimillionaire Fireside Chat with Kevin Harrington, original 'Shark Tank' investor. Hosted by the Family Office Club, these events are a must-attend for high net worth individuals and family office investors. Don't miss this exclusive opportunity to learn from the best in the industry! Discover how Kevin seized the infomercial opportunity and learn from his valuable insights on entrepreneurship, investing, and capturing business opportunities. ----------------------...
Top 20 Insights from 75 Speakers - Investor Super Summit Highlights
April 04, 2024 14:00 - 12 minutes - 9 MBIn these closing remarks from the 2024 Beverly Hills Super Summit, Richard C. Wilson covers the top 20 most impactful takeaways from our lineup of 75+ speakers who took the stage. From wealth management to entrepreneurship, leadership to innovation, these closing remarks detail the pinnacle learning moments of the summit, offering invaluable takeaways for aspiring individuals and seasoned professionals in the family office space. No matter what your industry is - be it real estate, healt...
Billionaire Scaling Strategies: Richard C. Wilson Kicks Off Day 2 at the 2024 Beverly Hills Super Summit
April 03, 2024 16:00 - 6 minutes - 4.2 MBRichard C. Wilson begins Day 2 of the 2024 Beverly Hills Super Summit with some opening remarks on what to expect for the day as well as a few proven billionaire scaling strategies. Learn billionaire scaling strategies at Family Office Club events. Discover how to grow your wealth and network with other affluent individuals.
Extreme Focus: Why You Should Never Try to Be "Normal"
April 01, 2024 19:00 - 13 minutes - 9.5 MBIn these closing remarks from the 2024 Beverly Hills Super Summit, Richard C. Wilson wraps up the day by discussing why having extreme focus in your niche is a superpower and why you should never try to be on an average / normal level. Drawing inspiration from renowned celebrity figures like Michael Jordan and David Goggins, Richard shares what it means to be at the top of the food chain no matter what industry you're in as well as why it is important that not everyone likes you. Check o...
2024 Beverly Hills Investor Super Summit Introduction by Richard C. Wilson
March 29, 2024 15:00 - 20 minutes - 13.9 MBRichard C. Wilson kicks off the first Family Office Club Super Summit of 2024 by discussing what everyone should be able to take away from the event and how to maximize your time each day. Richard also shares a summary of the history of the company and how we got to where we are today. Join Richard C. Wilson at the 2024 Beverly Hills Investor Super Summit hosted by Family Office Club. Don't miss this exclusive event for family offices and investors! --------------------- Welcome to the "P...
Understanding Investor Clubs & Their Selection Process
March 28, 2024 14:00 - 34 minutes - 23.7 MBUnlock the secrets to successfully engaging with investor clubs and navigating their rigorous screening processes in this enlightening panel discussion. Join us as leaders of prominent investor clubs share their invaluable insights, offering a rare glimpse into what it takes to capture the attention of these influential groups. From understanding their unique preferences to tailoring your pitch, this panel delves deep into the strategies that can significantly enhance your chances of sec...
Medical Panel: How Investors, Tech Tools and Platforms Are Evolving
March 27, 2024 14:00 - 35 minutes - 24.9 MBJoin us for a panel discussion on the evolution of investors, tech tools, and platforms in the medical field. Hosted by the Family Office Club, this event will feature experts sharing insights and strategies for navigating the changing landscape of the medical industry. Don't miss out on this opportunity to learn and network with other family offices at our conferences and events! Whether you're a healthcare professional, investor, or technology enthusiast, this video offers invaluable insi...
Expert Panel Discussion: Understanding Vertical Priorities of Private & Angel Investors
March 26, 2024 17:00 - 20 minutes - 14.1 MBIn this engaging conversation, our panelists delve into the intricacies of investment strategies tailored to specific industry verticals. Discover the key factors that influence investment decisions, including market trends, regulatory considerations, and potential for disruptive innovation. Explore how investors navigate the risks and rewards inherent in various verticals, drawing from their wealth of experience and expertise. Tune in to gain a deeper understanding of the priorities sha...
Mike Tyson's Story & Mindset | Pro Athlete Interview Series - Episode 1
March 21, 2024 16:00 - 7 minutes - 5.4 MBFamily Office Club announces the Pro Athlete Interview Series today with Richard Wilson and Daniel Puder interviewing Mike Tyson. Mike Tyson is one of the most famous athletes in the world and is known as one of the greatest heavyweight champions in boxing history. He is also the first professional athlete to participate in our pro-athlete interview series! In this premier episode, Richard C. Wilson teams up with professional wrestler and mixed martial artist, Daniel Puder, to get Mike Ty...
Exclusive Interview with the Billionaire Michael Lee-Chin: Key Frameworks for Success
March 20, 2024 22:00 - 12 minutes - 9.34 MBJoin us for an insightful conversation with Michael Lee Chin, renowned billionaire and founder of Portland Holdings, as he shares invaluable frameworks for achieving success in business and life. In this interview, Michael discusses the importance of avoiding costly mistakes, the power of developing a solid framework for decision-making, and the significance of identifying future trends for strategic investing. Discover how Michael's principles have guided his journey to success and learn ...
Exclusive Interview With Tim Draper: Billionaire Spirit Animals & The Moment That Changed Everything
March 19, 2024 13:00 - 23 minutes - 17.1 MBTim Draper, an American venture capital investor worth an estimated $1.2 billion, is renowned for founding various entities including Draper Fish Jurvetson, Draper University, and Draper Venture Network. His diversified investments encompass prominent names like Bitcoin, Coinbase, Tesla, and SpaceX, making him one of the wealthiest figures in the crypto and blockchain realm.
Jeffrey Gitomer on How to Close 2,500 Clients With No Selling
March 18, 2024 17:00 - 1 hour - 67.4 MBIn this exclusive interview, Jeffrey Gitomer shares invaluable insights on achieving extraordinary success in sales without resorting to traditional selling tactics. With over 40 years of experience and having closed an impressive 2,500 clients, Gitomer unveils his secrets to building genuine connections, fostering trust, and ultimately sealing the deal. Delve into Gitomer's unconventional approach as he discusses the power of authenticity, relationship-building, and delivering exceptional v...
Private Investor Due Diligence Mini-Series: Episode 5 - Leveraging Due Diligence to Scale Your Balance Sheet
March 15, 2024 12:00 - 11 minutes - 8.09 MBIn the final episode of our Private Investor due diligence Mini-series, we are focus on the strategic art of leveraging due diligence to scale your balance sheet effectively. As a private investor, understanding how to maximize the potential of your investments is crucial for long-term success. This episode will help you to better understand the key principles and practical techniques that private investors can employ to optimize their balance sheet and propel growth. From meticulous finan...
Private Investor Due Diligence Mini-Series: Episode 4 - Two Critical Core Due Diligence Tools
March 14, 2024 15:00 - 9 minutes - 6.34 MBIn this video, Richard C. Wilson, founder of Family Office Club, presents episode 4 of the Due Diligence mini-series, tailored for private investors, investment managers, and CEOs. He discusses the importance of due diligence questionnaires and provides insights into vetting CEOs and investment professionals. The episode covers essential tools such as master due diligence questionnaires and brainstorming lists of 100 different areas for due diligence. Wilson emphasizes the significance of ...
Private Investor Due Diligence Mini-Series: Episode 3 - Shortcuts to Vet CEOs & Investment Pros
March 13, 2024 19:00 - 8 minutes - 6.12 MBIn this episode, we explore the critical process of vetting CEOs and investment professionals. We understand the pivotal role leadership and expertise play in the success of our investments. That's why we've crafted this episode to equip you with invaluable shortcuts and techniques to effectively assess the individuals steering the ship. Learn the importance of identifying red flags and warning signs in executive backgrounds, utilizing online resources and tools to gather comprehensive ins...
Investment Due Diligence Time Savers - Episode 2
March 12, 2024 15:00 - 9 minutes - 6.93 MBThe due diligence process can often be overwhelming and time-consuming. That's why we're here with Episode 2 of our due diligence mini-series to provide you with essential tips and strategies to streamline your research and maximize efficiency. Whether you're evaluating stocks, real estate opportunities, or other investment avenues, mastering these time-saving techniques will help you enhance your investor toolkit. Don't miss out on this insightful episode designed to empower you with th...
Private Investor Due Diligence Mini-Series: Episode 2 - Investment Due Diligence Time Savers
March 12, 2024 15:00 - 9 minutes - 6.93 MBThe due diligence process can often be overwhelming and time-consuming. That's why we're here with Episode 2 of our due diligence mini-series to provide you with essential tips and strategies to streamline your research and maximize efficiency. Whether you're evaluating stocks, real estate opportunities, or other investment avenues, mastering these time-saving techniques will help you enhance your investor toolkit. Don't miss out on this insightful episode designed to empower you with th...
Family Office Club Due Diligence Mini-Series: Overview
March 11, 2024 17:00 - 8 minutes - 6.23 MBWelcome to the Family Office Club Due Diligence 5 Part Mini-Series Brought to You by https://verifieddiligence.com/ where we delve into the intricacies of wealth management, investment strategies, and the art of proper due diligence. In this premiere episode, we kick off on a journey to master the critical process of an indispensable component in the realm of family offices. From assessing investment opportunities to mitigating risks, viewers will gain a comprehensive understanding of the...
Private Investor Due Diligence Mini-Series: Overview - Episode 1
March 11, 2024 17:00 - 8 minutes - 6.22 MBWelcome to the Family Office Club Due Diligence 5 Part Mini-Series Brought to You by https://verifieddiligence.com/ where we delve into the intricacies of wealth management, investment strategies, and the art of proper due diligence. In this premiere episode, we kick off on a journey to master the critical process of an indispensable component in the realm of family offices. From assessing investment opportunities to mitigating risks, viewers will gain a comprehensive understanding of the...
In Under 1 Minute This is How Our Club of 7,500 Investors Serves Wealth Creators
March 11, 2024 16:00 - 59 seconds - 744 KBSince 2007, our Private Investor Club has been at the forefront of investment opportunities, hosting 275 live events and investing $25 million to benefit our 7,500 investors and 12 million social media followers. Join us to connect with like-minded peers, explore new strategies, source lucrative deals, mentor the next generation of investors, and optimize tax planning. Our events feature renowned speakers including billionaires, Shark Tank investors, pro athletes, and heads of prominent ...
6 Emerging Trends| Longevity, Cannabis, Psychedelics, AI/Blockchain, Crypto & Sports Betting
March 08, 2024 18:00 - 33 minutes - 22.7 MBJoin us for an insightful investor panel discussion as we delve into the dynamic landscape of emerging investment trends. Our panel of seasoned investors explores six key areas poised for significant growth and disruption in the coming years. From the expanding realms of longevity and cannabis to the transformative potential of psychedelics, AI/blockchain technologies, cryptocurrency, and the thriving world of sports betting, each trend offers unique opportunities and challenges for invest...