Family Office Podcast - Private Investor & Investment Insights artwork

Family Office Podcast - Private Investor & Investment Insights

642 episodes - English - Latest episode: 17 days ago -

The 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

Investment Due Diligence Time Savers - Episode 2

March 12, 2024 15:00 - 9 minutes - 6.93 MB

The 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 MB

Welcome 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 MB

Welcome 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 KB

Since 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 MB

Join 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...

Top Family Office Leaders Discuss Managing $1B+ in Capital

February 29, 2024 16:00 - 31 minutes - 21.8 MB

Step into the exclusive realm of billion-dollar family offices with our expert panel featuring some of the most influential leaders managing vast capital. In this compelling discussion, join us as we delve into the strategies, challenges, and insights of family offices overseeing billions in assets.  Discover firsthand the secrets to success as top executives share their unique perspectives on navigating the complexities of wealth management, investment strategies, and preserving legacies a...

Exclusive Interview with India's Youngest Billionaire: Pearl Kapur

February 28, 2024 21:00 - 9 minutes - 7.86 MB

Pearl Kapur is the newest and youngest billionaire from India. He is an investment banker who studied at Queen Mary University of London.  As the founder of Zyber 365, he built one of Asia’s fastest unicorns in just three months, making him India’s youngest billionaire.  Possessing excellent networking skills, Pearl built a huge team, including the best ethical hackers, and raised $100 million USD in funding for Zyber 365.  Originally from India, Pearl is now based in Monaco, and we are e...

Best Practices Learned from Our Private Investor Mastermind, TX | Richard Wilson Closing Remarks

February 21, 2024 17:00 - 32 minutes - 22.5 MB

Concluding our latest Private Investor Mastermind, Richard Wilson shares invaluable closing remarks from this event. Tune in to hear about the best practices, strategies, and lessons learned from the collective wisdom of seasoned investors gathered in this exclusive forum.  From navigating market trends to identifying lucrative opportunities, Richard provides a comprehensive overview of the key takeaways that can elevate your investment game. Watch and elevate your investment approach and g...

Opening Remarks: How to Win Deals and Influence People Mastermind

February 20, 2024 15:00 - 4 minutes - 3.01 MB

In this video, Richard Wilson kicks off the How to Win Deals and Influence People Mastermind, providing an overview of the event and its objectives. With insights from past events and an exciting lineup of speakers, Richard sets the stage for a day focused on strategies for success in deal-making and negotiation.  Tune in for valuable perspectives from industry experts and actionable tips to take your business to the next level. ------------------------------- Welcome to the "Private Invest...

From Under $1 Billion to 5.5 Billion+ | A 24-Month Journey to Liquid Assets Growth

February 19, 2024 18:00 - 15 minutes - 10.4 MB

Mark Russo, a prominent figure in the art industry, has achieved remarkable success since embarking on his journey. With a track record of selling hundreds of millions of dollars worth of fine art, which includes an impressive tally of over 60,000 sculptures, his impact is undeniable. Notably, his innovative auction model alone has yielded over $250 million in sales.  Mark's personal collection of fine art now includes a staggering valuation of $5.2 billion. At the helm of Treasure Investme...

How to Mitigate the Risks of Bias & Blind Spots with Neuroscience

February 16, 2024 17:00 - 22 minutes - 15.6 MB

In this insightful presentation, Sylvia Benito delves into the intricate world of hidden biases, blind spots, and the crucial importance of direct deal diligence. With a unique lens provided by neuroscience, Benito navigates through the complexities of human decision-making, shedding light on the unconscious factors that often influence our choices in business and beyond.  Through illuminating examples and practical strategies, viewers are guided on a journey to understand and mitigate the ...

Fireside Chat with Carl Fischer | Working with 7,000+ Investors

February 15, 2024 14:00 - 23 minutes - 16.2 MB

Seasoned investor and industry expert Carl Fischer shares invaluable insights garnered from his extensive experience working with over 7,000 investors through the CamaPlan platform.  Carl has executed strategies and overseen multimillion-dollar real estate deals. His investment portfolio spans across both commercial and residential properties, encompassing real estate assets, promissory notes, and mortgages.  Tune in to discover the top 5 insights gleaned from working alongside thousands o...

Investment Acceleration: The Key to Achieving Goals Through Massive Action

February 13, 2024 17:00 - 5 minutes - 4.04 MB

Whether you're striving for financial independence, personal growth, or career advancement, the key lies in taking massive action and strategically investing your resources – time, energy, and finances – to maximize your results. One of these massive action items includes aligning your core values with those who you wish to do business with.  In this presentation, Richard C. Wilson shares additional examples of why taking massive action is so crucial when it comes to being rejected or just ...

Million-Dollar Wisdom: Lessons from Ultra-Wealthy Investors

February 07, 2024 20:00 - 27 minutes - 18.9 MB

In this captivating panel discussion, gain exclusive insights into the minds of ultra-wealthy investors who have navigated the complex landscape of financial success.  Discover the strategies, principles, and priceless lessons that have propelled these individuals to amass fortunes worth millions, as well as the areas that they are most interested in. From shrewd investment decisions to risk management tactics, this video offers a rare glimpse into the secrets of financial prosperity.  Get...

Mark Victor Hansen - Robert Kiyosaki & How to Boost Your Financial Report Card This Year

February 06, 2024 17:00 - 4 minutes - 2.96 MB

Last quarter, we had Mark Victor Hansen as the keynote speaker at our Family Office Super Summit, our annual 1,000-person conference. Through our Investor Club, a member connected with Mark, leading to my attendance at Daniel Pewter's event for his charter school platform today, where we had the opportunity to interview Mike Tyson on stage. Daniel Pewter's impact and ability to attract names like Tyson and Robert Kiyosaki intrigued me. After connecting with Robert, we discussed various topi...

Mike Tyson’s Daily Affirmation to Become World Champion

February 06, 2024 17:00 - 3 minutes - 2.68 MB

Everyone just outside Mike Tyson's Technologies Academy here in Phoenix, Arizona. Just got to interview Mike Tyson on stage, ask him for some personal advice and personal feedback. How to perform at a top 0.1% level. This is part of our 100 Athlete interview series.  Thank you.

Building Strong Connections: De-risking Your Relationship Transactions

February 06, 2024 17:00 - 9 minutes - 6.53 MB

Delve into the art of fostering strong connections and minimizing risks in your relationships. Whether it's in the realm of personal connections, friendships, or professional partnerships, understanding how to navigate the dynamics of relationship transactions is crucial. In these opening remarks from Richard C. Wilson, you'll explore effective communication strategies, trust-building exercises, and actionable steps to create resilient and fulfilling connections.  Discover the keys to de-ri...

Private Investors Playbook - $1M of Tools to Level-Up Your Offensive & Defensive Game Plans

February 05, 2024 17:00 - 9 minutes - 6.7 MB

In this exclusive presentation from Richard C. Wilson, we unveil the ultimate Private Investor Playbook, loaded with $1M worth of tools designed to supercharge both your defensive and offensive investment strategies.  Whether you're aiming to build wealth for retirement, generate passive income, or achieve financial freedom, this Private Investor Playbook is your roadmap to success.  Discover a collection of best practices from Richard, who provides resources that will empower you to make ...

Opening Remarks & Summary of Day 1 - Investor Super Summit - Richard C Wilson

February 02, 2024 17:00 - 16 minutes - 11.6 MB

Join us for the opening remarks of Day One at the Super Summit, featuring Richard C. Wilson.  01:27 - Combining Strategies for Success 03:36 - Challenges in Capital Raising 03:47 - Introduction to Family Offices 05:30 - Negotiating and Earning Trust 06:15 - Overcoming Rejection in Capital Raising 06:29 - Risk Consulting and Capital Raising Job 10:02 - Balancing Growth and Friction Removal 12:27 - The Importance of Niche Focus 12:50 - Seeing Deals First and Exclusive Access 13:40 - Being Yo...

Car Shows, Spirit Animals & Energy Vampires

February 02, 2024 16:00 - 2 minutes - 1.88 MB

What Are the Ultra-Wealthy Looking to Invest In This Year?

February 01, 2024 14:00 - 25 minutes - 17.7 MB

In this exclusive investor panel discussion, you'll gain valuable insights into the diverse portfolios and exclusive opportunities that captivate the attention of those with substantial financial resources. Whether it's cutting-edge technology, sustainable ventures, or other avant-garde investments, discover the top choices that the ultra-wealthy are considering for the current year.  00:04 - Introduction: Understanding Your Investment Pipeline 00:26 - Investment Focus: Top-Line Lending and...

Exclusive Interview with Tom Rosen | $1.25B 2015 America's Richest Families Net Worth

January 31, 2024 18:00 - 4 minutes - 3.22 MB

Welcome, everyone! I'm Richard C. Wilson, the founder of https://billionaires.com/ and https://familyoffices.com/. I'm thrilled to announce a new addition to our 100 Billionaire Interview Series. Bryan Sweet, an award-winning wealth advisor, sat down with Tom Rosen, a titan in livestock and beef processing. Tom's wealth journey, starting in 1946, transformed a small local business into a nationally diversified $3.6 billion enterprise. In this fireside chat, Tom shares insights covering the ...

Exclusive Interview with Dan Peña | Focus on The Few, Not the Many

January 29, 2024 14:00 - 4 minutes - 2.83 MB

Join me, Richard C. Wilson, at https://billionaires.com/ for an exclusive interview with Dan Peña, a former Wall Street financial analyst, president of Great Western Resources, and a seasoned serial entrepreneur. Known for owning Guthrie Castle in Scotland, Dan is a thought leader who generously shares strategies and mindsets with the public. Dive into our conversation as we explore valuable insights from his remarkable career. In this interview, we delve into pivotal moments with Dan: Cos...

Exclusive Interview with Bobby Castro | From Humble Beginnings to Billion-Dollar Success

January 26, 2024 16:00 - 4 minutes - 3.44 MB

Join us for an extraordinary conversation as Bobby Castro, the visionary entrepreneur, shares his remarkable journey from a humble start to a billion-dollar success. In this exclusive interview for https://billionaires.com/ , Castro reveals invaluable insights into scaling businesses, leveraging the power of data, and assembling the right team for unparalleled growth. 00:54 - From $1,700 to a Billion: Creating a Strong Real Estate Portfolio 01:07 - Dreams Do Come True: Overcoming Educationa...

Maximize Wealth: Private Investment Mastermind with Family Office Club

January 24, 2024 15:00 - 4 minutes - 3.15 MB

Unlock financial success with the Family Office Club!  For 17 years, we've been the go-to resource for private investors and family offices, empowering thousands of families globally. Our expert training covers due diligence, deal structures, generational wealth, and more. Join our exclusive private investment mastermind for access to premium deals, personalized guidance, and innovative scaling techniques. Learn to double your deal flow, optimize investments, and find new opportunities. Get...

Where Do Ultra-Wealthy Investors See The Highest Demand?

January 24, 2024 14:00 - 29 minutes - 20.3 MB

Join us for an exclusive investor panel discussion as we delve into the world of ultra-wealthy investors and explore where they perceive the highest demand.  In this insightful conversation, industry experts and high-net-worth individuals share their perspectives on investment trends, opportunities, and areas of interest that attract the attention of the ultra-wealthy.  00:04 - Importance of Knowing Investor Preferences 02:30 - Criteria for Venture Capital and Private Equity Investments 03...

How to Grow and Protect Your Firm from Competitors in 2024

January 19, 2024 14:00 - 23 minutes - 16.5 MB

In this insightful panel discussion, you'll discover the key strategies to not only grow your business but also shield it from the ever-present competition in 2024. As the business landscape evolves, it's crucial to stay ahead of the game.  00:03 - Carving Out and Protecting Your Space in Exponential Growth 00:15 - Passion, EQ, and Long-Term Relationships for Business Growth 00:27 - Regional Focus, Marketing, and Open Source Ecosystem 00:37 - Progressive Growth Through Small Acts and Passio...

Navigating Wealth: Strategies to Seize Million-Dollar Investment Trends

January 18, 2024 14:00 - 9 minutes - 6.58 MB

Learn from seasoned investors as they share their proven strategies for success in the dynamic world of finance. From understanding market trends to making informed decisions, this video provides actionable advice that can empower you to seize million-dollar investment opportunities. Don't miss out on this opportunity to elevate your financial IQ and position yourself to seize million-dollar investment trends. 00:16 - Economic Cycles and Investment Strategies: A Holistic Approach 02:19 ...

A Recap of Key Moments and Insights from Our 2023 Investor Super Summit

January 17, 2024 17:00 - 4 minutes - 3.05 MB

Whether you were there in person or missed the action, this video brings you through the best moments and key takeaways that defined the 2023 Super Summit. Relive the electric atmosphere as we revisit the most memorable moments, including thought-provoking panel discussions, exclusive interviews, and powerful presentations.  Whether you're a seasoned investor or just starting your financial journey, these highlights provide a treasure trove of wisdom to fuel your success.  Subscribe, like,...

Centimillionaire Fireside Chat with Joel Nagel: Building Success, Protecting Wealth, and Navigating Offshore Ventures

January 11, 2024 13:00 - 33 minutes - 22.7 MB

In this thought-provoking conversation, Joel delves into the strategies and principles that have propelled individuals and businesses to financial prosperity while exploring the legal and strategic considerations essential for safeguarding assets in today's globalized landscape. Discover the keys to entrepreneurial triumph as Joel Nagel draws upon his extensive experience in advising high-net-worth individuals, entrepreneurs, and businesses on international structuring, asset protection, an...

7 Ways for Ultimate Fun, Growth & Wealth - Richard Wilson

January 09, 2024 14:00 - 17 minutes - 12.3 MB

Join Richard Wilson as he unveils seven powerful strategies to elevate your well-being, supercharge investments, and boost business success. Discover the keys to achieving a fulfilling life while maintaining a perfect work-play balance. Whether you're an entrepreneur or investor, get ready to unlock unparalleled success in 2024! #billionarie #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub    ----------------- Our 16-year-old investor club, the Family Off...

Average = Death | 7 Moves to De-Risk being Average in Your Business Health & Life

January 05, 2024 15:00 - 18 minutes - 12.9 MB

In this impactful video, we explore the pitfalls of settling for average and delve into inspiring stories and strategies to elevate your life. Discover the importance of belief, execution, and investing in your health. Let's break free from average and embrace a life filled with extraordinary achievements. 00:21 - Emphasizing the Value of Being Above Average 00:36 - David Goggins' Transformation Story 01:14 - Definition of Not Being Average 01:28 - Downsides of Being Average 02:07 - Negativ...

Having This Healthcare Bottleneck Is More Valuable than New Patients and Money

December 29, 2023 14:00 - 8 minutes - 5.69 MB

In this eye-opening panel discussion, we delve deep into the often overlooked but critically important aspect of healthcare that can make or break the entire system. Join us as we explore the #1 healthcare bottleneck that, when addressed, proves to be more valuable than acquiring new patients and generating revenue.  Discover the untapped potential of optimizing this crucial element, as experts share insights and real-world examples that highlight the transformative impact it can have on he...

Insider Tips for Investing in Healthcare: Must-Know Strategies

December 28, 2023 18:00 - 5 minutes - 3.61 MB

In this exclusive panel discussion, our experts break down the complexities of healthcare investments, providing valuable insights that can make a significant difference in your portfolio. Stay ahead of the curve as we dissect current market trends shaping the healthcare sector and understand the forces driving growth and identify potential opportunities for your investment strategy.  Join us on this investment journey and gain the knowledge to make informed decisions in the ever-evolving h...

Strategies for Successful Healthcare Investments: Mastering Networking with Doctors and Dentists

December 27, 2023 12:00 - 7 minutes - 4.93 MB

Our expert panel discusses actionable strategies and proven methods for fostering meaningful relationships with doctors and dentists, key stakeholders in the healthcare industry. Learn how to navigate the unique dynamics of healthcare financing by establishing trust, demonstrating the value of your venture, and aligning your goals with the interests of these influential professionals.  Whether you're in healthcare, real estate, tech, etc., this panel discussion provides a comprehensive guid...

Exclusive Investor Panel: Supercharging Your Investment Opportunities

December 22, 2023 14:00 - 14 minutes - 9.86 MB

Join the #1 Investor Club now at familyoffices.com or text 305-333-1155 Whether you're a seasoned investor or just starting on your financial journey, this must-watch video is packed with insights from industry experts who have mastered the art of supercharging investment opportunities.  Discover the latest trends, invaluable tips, and proven strategies that can elevate your investment game to new heights.  Whether you're interested in stocks, real estate, cryptocurrencies, or other altern...

Exclusive Interview with Joe Williams: How Keller Williams Realty Brought In 200K+ Agents

December 21, 2023 22:00 - 21 minutes - 15 MB

Join Richard C. Wilson for an insightful fireside-style conversation with Joe Williams, a co-founder and key figure in the phenomenal growth of Keller Williams Realty. In this exclusive interview, Joe shares the behind-the-scenes journey of how the renowned real estate company achieved the remarkable milestone of surpassing 200,000 agents. Delve into the strategies, innovations, and unique approaches that propelled Keller Williams Realty to become a powerhouse in the real estate industry. Le...

Navigating Growth: A Deep Dive into Private Equity and Venture Capital

December 20, 2023 20:00 - 9 minutes - 6.25 MB

In this panel discussion from our 2023 Private Investor Deal Flow Expo, we bring you exclusive mandates with seasoned professionals and industry experts who share their firsthand experiences and expertise in the world of private equity and venture capital.  Stay ahead of the curve as we analyze current global trends and emerging markets that are shaping the landscape of private equity and venture capital. From technology and healthcare to sustainability and beyond, explore the sectors that ...

Family Office Club Event Opening Remarks | Insights, Tips, and Billionaire Wisdom

December 19, 2023 19:00 - 22 minutes - 15.2 MB

Tune in to our CEO Richard C. Wilson's Opening Remarks for a glimpse into his vision, the perks of the mobile app, and insights from billionaires. Discover event tips, take note of cautions, and explore the club's notable achievements. Join us for a brief yet impactful overview of this dynamic and enlightening Super Summit 2023 event! 00:04 - Event Introduction  00:49 - Richard C. Wilson's Background  01:39 - Mobile App and Access to Information  03:21 - Social Media Contest and Event Tips ...

Are You Prioritizing Tax Strategies or Tax Advantages?

December 18, 2023 19:00 - 15 minutes - 10.8 MB

What holds more weight in your financial planning? Is it the strategic maneuvers or the advantages that could potentially transform your tax game? Discover how to navigate tax complexities, maximize your savings, and gain a deeper understanding of how these concepts intertwine within your financial portfolio. Join the discussion, elevate your tax-savvy, and empower your fiscal future. These fundamental disparities between tax strategies and tax advantages will help you learn why understandin...

Thinking Like a Billionaire: Mental Models for Success

December 15, 2023 15:00 - 31 minutes - 21.7 MB

In this exciting presentation by our founder and CEO, Richard C. Wilson talks about the areas that we are the most focussed on right now at Family Office Club.  Richard has picked up 15 excellent insights after conducting 30 exclusive billionaire interviews, and he will be sharing these tips and best practices for you to start using right away. Knowledge is power, and in this era of rapid change, adapting the mental models of billionaires can be your key to staying ahead. Join us on this im...

Deciding Your Rate of Return with Income Models

December 08, 2023 12:00 - 10 minutes - 7.48 MB

Understanding how to calculate and optimize your rate of return is crucial for building wealth. From dividends and interest to rental income and business profits, explore the diverse avenues available for generating income and maximizing your returns.  Learn how to assess risk and reward, factor in market conditions, and make informed decisions that contribute to a robust financial portfolio.  Richard Wilson's expert insights and practical tips provide valuable knowledge for investors of a...

Navigating Performance Fee Models: Key Considerations for Investors

December 07, 2023 13:00 - 21 minutes - 15.1 MB

Whether you're an investor, financial professional, or simply curious about fee structures, this discussion provides valuable insights into the world of performance-based fees.  Richard Wilson breaks down the nuances, advantages, and potential pitfalls associated with these fee structures, offering practical tips and considerations to help you make informed decisions. Join us as we demystify Performance Fee-Only Structures and empower you with the knowledge to navigate the financial landsca...

Why Gross Revenue Royalties Are On The Rise

November 28, 2023 19:00 - 7 minutes - 5.51 MB

Explore the fundamental principles behind Gross Revenue Royalties and get a better understanding of how this innovative financing model is reshaping the landscape for both investors and businesses.  From startups to established enterprises, discover the key reasons behind the increasing adoption of Gross Revenue Royalties and how they offer a unique alternative to traditional funding methods.  Richard Wilson, our Founder and CEO, breaks down the advantages and potential challenges associat...

Strategies for Building Trust and Alignment in Deal Closures

November 21, 2023 19:00 - 8 minutes - 5.59 MB

In the dynamic world of business, successful deal closures hinge on more than just the terms of an agreement. Trust and alignment are the cornerstones that can make or break a deal.  In this insightful video, Richard C. Wilson delves into powerful strategies that go beyond the negotiations, focusing on the crucial elements of trust-building and alignment that pave the way for mutually beneficial agreements. From effective communication and transparent collaboration to understanding the nuan...

Building Wealthy Connections: Real Deal Examples from Richard C. Wilson

November 20, 2023 20:00 - 8 minutes - 5.58 MB

Richard C. Wilson, a seasoned expert in building wealthy connections, shares real-life examples of successful deals that have propelled individuals towards financial prosperity.  Joe Williams, a co-founder of Keller Williams Realty, is one of our wealthiest connections that we've made, and the value that we've gotten from him is something that we're then able to share with the connections that we make. Gain valuable insights as Richard shares some of our best deal examples and our strategie...

Master Self-Directed IRAs, Health Savings Accounts, & Solo 401Ks | John Bowens - Equity Trust

November 17, 2023 17:00 - 10 minutes - 7.3 MB

Join us for an insightful session with renowned financial expert David Bowens as he delves into the powerful world of Self-Directed IRAs, Health Savings Accounts (HSAs), and Solo 401Ks. In this must-watch video, David shares invaluable tips and strategies on how to leverage these financial tools to supercharge your wealth-building journey. Discover the key advantages and unique features of Self-Directed IRAs, HSAs, and Solo 401Ks, and learn how these investment vehicles can empower you to ta...

Training Your Family to Cultivate and Preserve Money | David Sebastian - Credo

November 15, 2023 15:00 - 9 minutes - 6.24 MB

Acquire essential insights into strategic wealth management, successful investment strategies, and proven techniques for safeguarding your family's financial legacy as David imparts invaluable wisdom on instructing future generations to grow and preserve family office wealth. David Sebastian, a distinguished expert in the field, brings a wealth of experience and practical advice that will enable you to make informed decisions, navigate market uncertainties, and establish a enduring financia...

How A Deal Structure Takes the Lead Over Strategy

November 13, 2023 19:00 - 4 minutes - 2.87 MB

You can have a great strategy, but if you have a bad structure, then it's a bad deal. And you can have an average strategy, with an amazing structure, and your deal will be taken much more seriously. Learn from Richard Wilson about how structure trumps strategy when it comes to building better deals and how a well-crafted deal structure can often outshine even the most meticulously devised strategies. From alignment and transparency to optionality and cash recycling, check out the full video...

Why Creative Deal Structures Are Leading The Way In Today's Markets

November 10, 2023 19:00 - 6 minutes - 4.62 MB

Richard Wilson opens the discussion on the game-changing strategies that innovative entrepreneurs and businesses are leveraging to stay ahead in the rapidly evolving landscape of today's markets. Whether you're a seasoned entrepreneur or just starting your business journey, Richard shares his insights that will inspire you to think outside the box and explore new possibilities for growth given how effective creative deal structures have become in today's markets. Watch and learn how these dy...

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@richardcwilson 69 Episodes