Family Office Podcast - Private Investor & Investment Insights artwork

Family Office Podcast - Private Investor & Investment Insights

692 episodes - English - Latest episode: 1 day 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 

Investing Business Non-Profit private investors investor income commercial real estate investments investing angel investors family office wealth management estate planning
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Episodes

Series A & Early Stage Fintech, Software, and Technology Private Investor Mandate Interview

May 11, 2020 20:00 - 6 minutes - 4.3 MB

Learn more at FamilyOffices.com

Monday Mandate 05/11

May 11, 2020 13:00 - 6 minutes - 4.66 MB

Richard C. Wilson, CEO and Founder of the Family Office Club reviews the investor mandates that he has come across in the last week. What sectors of industry his investors are interested in. 

One-Liner Hot Seat Webinar - Live Feedback on Pitches

May 07, 2020 15:00 - 22 minutes - 15.5 MB

Watch or Listen to the full webinar in FamilyOffices.com

One-Liner Hot Seat Webinar - Live Feedback on Pitches

May 07, 2020 15:00 - 22 minutes - 15.5 MB

Watch or Listen to the full webinar in FamilyOffices.com

New York City Private Investor Mandate Interview

May 06, 2020 09:00 - 7 minutes - 4.96 MB

Member Spotlight Interview of Joseph Pastore from Platinum Eco Capital

May 06, 2020 09:00 - 18 minutes - 12.8 MB

We offer three of the Top Performing Hedge Fund Strategies in the World, all of which have produced high double or triple digit returns year to date without taking directional bets, are hedged, 100% liquid, and have less risk than an individual stock

Monday Mandate 04/27

April 27, 2020 21:00 - 2 minutes - 2.1 MB

Richard C. Wilson, The Family Office club CEO and founder, updating listeners on the recent mandates that the club has recorded and the industries that our new investors are looking at into opportunities in. 

SaaS & Healthcare Investor Mandate Interview

April 27, 2020 16:00 - 9 minutes - 6.49 MB

Pension Funds & Single Family Offices Investor Mandate Interview

April 27, 2020 16:00 - 3 minutes - 2.29 MB

Venture Capital Technology Startup Investor Mandate Interview

April 27, 2020 15:00 - 4 minutes - 3.13 MB

Growth Capital, Tech, and Real Estate Family Office Investor Mandate

April 27, 2020 15:00 - 11 minutes - 8.19 MB

Ultra-Wealthy Investor Q&A Webinar Recording

April 27, 2020 15:00 - 36 minutes - 25.4 MB

Watch the full webinar in the members area of FamilyOffices.com

California Angel & Seed Investor Mandate Interview

April 23, 2020 16:00 - 11 minutes - 7.62 MB

Member Spotlight Interview of Richard Beleutz from AIR Asset Management

April 22, 2020 22:00 - 4 minutes - 3.06 MB

AIR Asset Management (“AIRAM”) is a rapidly growing hedge fund management firm based in downtown Chicago. As an SEC-Registered Investment Advisor, AIRAM provides qualified investors with unique growth opportunities in longevity-linked investments such as life settlements and annuities. Our objective as a firm is to offer attractive risk-adjusted returns that are largely uncorrelated to traditional asset classes and equity markets. AIRAM is also a strong believer in socially responsible inves...

Member Spotlight Interview of Jeff Lipschultz from Life Investors Management Company

April 22, 2020 22:00 - 10 minutes - 7.07 MB

LIMC is an Investment Advisor (Exempt status) whose primary offering is Life Settlements, an uncorrelated alternative asset class that leverages purchased life insurance policies to produce a reliable and predictable return on investment.

Small Business & Startup Private Investor Mandate Interview

April 21, 2020 15:00 - 8 minutes - 5.71 MB

Richard C. Wilson interviews a Small Business and Startup Investor with their insights and mandate. 

Multifamily Value-Add Apartment Building Investor Mandate Interview

April 21, 2020 00:00 - 7 minutes - 5.39 MB

Richard C. Interviews a Multifamily building Real Estate Investor as they share their insights and mandate. 

Silicon Valley Angel Investor Club Mandate Interview

April 17, 2020 18:00 - 9 minutes - 6.26 MB

Family Office Success Stories and Cautionary Tales

April 17, 2020 16:00 - 1 hour - 45.6 MB

Investor Discussion Panel #003 Top Multi-Family Office Mandates - What Are The Larger Family Office Wealth Managers Looking For Next?

April 16, 2020 02:00 - 12 minutes - 8.55 MB

Watch or Listen to the entire hour-long Investor Discussion Panel in the Members Area of FamilyOffices.com

Investor Discussion Panel #003 Top Multi-Family Office Mandates - What Are The Larger Family Office Wealth Managers Looking For Next?

April 16, 2020 02:00 - 12 minutes - 8.55 MB

Watch or Listen to the entire hour-long Investor Discussion Panel in the Members Area of FamilyOffices.com

Investor Discussion Panel #004 Angel Investors & Clubs: How to Navigate The Space + Best Practices on Deal Selection

April 16, 2020 02:00 - 13 minutes - 9.64 MB

Watch or Listen to the entire hour-long Investor Discussion Panel in the Members Area of FamilyOffices.com

Investor Discussion Panel #002 Distressed Investment Structures & Strategies

April 16, 2020 01:00 - 13 minutes - 9.55 MB

Watch or Listen to the entire hour-long Investor Discussion Panel in the Members Area of FamilyOffices.com

Investor Discussion Panel #002 Distressed Investment Structures & Strategies

April 16, 2020 01:00 - 13 minutes - 9.55 MB

Watch or Listen to the entire hour-long Investor Discussion Panel in the Members Area of FamilyOffices.com

Member Spotlight Interview of Chris Loeffler from Caliber

April 15, 2020 21:00 - 17 minutes - 12.2 MB

Growth Equity Private Investor Mandate Interview

April 15, 2020 21:00 - 6 minutes - 4.54 MB

Pandemic Investment Strategies - 7 Models & Case Studies

April 15, 2020 20:00 - 1 hour - 45.5 MB

18 Strategies to Become a More Effective Investor

April 14, 2020 20:00 - 1 hour - 41.8 MB

Richard Wilson started a family office club 13 years ago and advises families, most of them over 100 million in assets, 6 million, some 20- 30 million on direct investment program development and how to start their single family office. More virtual family office.  He hosts 25 live events a year. And has met over 2000 family offices in-person. That's where a lot of the insights come from, but even more so, it's listening to these families' stories and then implementing how they created their...

Monday Mandate 04/13

April 14, 2020 01:00 - 6 minutes - 4.46 MB

Member Spotlight Interview of James Livingstone from Ardenton Capital

April 13, 2020 15:00 - 9 minutes - 6.41 MB

CEO at Ardenton Capital formerly Regimen Capital Partners. I lead a highly talented and a select group of professionals dedicated to working with our business partners. Ardenton is a global private equity corporation, built on meaningful business partnerships and long-term growth. Working strategically to nurture management teams and expand into new markets, we grow small companies into lasting multi-national organizations.While many private equity firms focus on near-term opportunities, buy...

What is Independent sponsor in the Investment Industry?

April 12, 2020 00:00 - 2 minutes - 1.98 MB

The 15 Strategies That Each Made my clients $100M or More

April 10, 2020 22:00 - 1 minute - 898 KB

Real Estate Investor Success Stories: Hear from 5 real estate investment firms who have raised over $20M each recently

April 09, 2020 15:00 - 30 minutes - 20.7 MB

Panel discussion from the 2019 Family Office Super Summit on real estate investors success stories here from five real estate investment firms who have raised over $20 million each. So we're going to keep this one focused on real estate and we're going to keep this focused on how these firms have been able to successfully raise capital in their respective asset classes. Please keep in mind, I do get a lot of people that come up to me and say, wow, you guys have a lot of real estate investors...

Plug and Play Virtual Family Office Service

April 09, 2020 13:00 - 1 minute - 967 KB

Richard Wilson, at the Hyatt where we are hosting our private investors summit. I'm putting together a plug and play virtual family office infrastructure solution for $200 million-plus net worth families and I'm going to be kind of beta testing this structure across maybe a dozen families that are all worth somewhere between 15 to 20 million on the low end, up to three to 400 million of net worth. If you're a family of that nature and you want to see what we're doing to make things more cook...

7 Strategies to Leverage Our Investor Club and Raise More Capital (Webinar Recording)

April 08, 2020 01:00 - 1 hour - 73.5 MB

Richard C. Wilson covers the ways you can be building new relationships, connect with new investors, and transform how you raise capital and source deals through our investor club.

Cannabis Investments Spotlight with Michael Scott & Peter Dougherty

April 07, 2020 23:00 - 18 minutes - 12.9 MB

Michael Scott - CHAIRMAN, CEO AND FOUNDER - Michael Scott is an entrepreneur, family man, and martial artist with a passion for life. Michael’s core values are Family, Integrity, Helping Others, Leadership, Loyalty. During Michael’s two-decade career in Wealth Management, he became one of the youngest top 1% ranked advisors at Ameriprise Financial. He put his first deal together with the executives of Ameriprise Financial in a seven-figure acquisition that became the company’s first external...

Investor Mandate Interviews - 7 Minute Snapshots

April 07, 2020 13:00 - 54 seconds - 695 KB

Richard Wilson, CEO, and Founder of the Family Office Club.  Who wants to let you know we're gonna be doing some investor mandate interviews. It's gonna be a new format for us. For those of you that watch a YouTube channel or listen to our podcast, I hope you find that some of the most valuable content that we put out it's gonna be one-on-one short interviews. The goal is to keep it to 7 minutes. We're interviewing investors in this format, seeing what their investor mandate is where they're...

Twitter Mentions

@richardcwilson 69 Episodes