Private Investor Due Diligence Mini-Series: Episode 4 - Two Critical Core Due Diligence Tools
Family Office Podcast - Private Investor & Investment Insights
English - March 14, 2024 15:00 - 9 minutes - 6.34 MB - ★★★★ - 49 ratingsInvesting Business Non-Profit private investors investor income commercial real estate investments investing angel investors family office wealth management estate planning Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In 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 thorough questioning, collateral assessment, and identifying red flags to maximize investment success.
For access to due diligence tools mentioned, viewers are encouraged to contact him directly.