Family Office Podcast - Private Investor & Investment Insights artwork

Family Office Podcast - Private Investor & Investment Insights

662 episodes - English - Latest episode: 13 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 

Investing Business Non-Profit private investors investor income commercial real estate investments investing angel investors family office wealth management estate planning
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Episodes

3 High Conviction Compelling Advantages | Ep 13

April 18, 2023 16:00 - 3 minutes - 2.39 MB

If you want to raise more capital than you did last year or the year before, then you must have at least 3 high-conviction advantages that let you stand out from competitors.  It's not nearly enough just to have the terms of your deal in your pitch - you need to explain why investors should go with you over everyone else.  Module 13 of the $100M Rainmaker Series shows you exactly how to do this: #advantages #highconviction #conviction #compellingadvantages #advantages #raisingcapital #clo...

Vetting Sponsors & Partners | Ep 12

April 14, 2023 21:00 - 7 minutes - 5.2 MB

You might be really great at raising capital, but if it's for the wrong people, it can be a huge waste of your time and money.  To avoid spoiling your hard work and expertise, it's important that you work with people who you enjoy working with - and who you can trust.  See the full episode here to see why vetting your sponsors and partners is so important. #vettingsponsors #partners #sponsors #bestpractice #capitalraising #raisingcapital #closingdeals #investing #investmentinsights  -----...

9 Insights After 16 Years Running Our Investor Club | Ep 11

April 13, 2023 23:00 - 13 minutes - 9.08 MB

We have been in the private investor space for over 16 years, which has not come without its share of mistakes and new insights.  From what not to do, to the best practices, we know what goes into closing deals and raising capital 5-10X faster.  See the full breakdown here in Module 11 of the $100M Rainmaker Series: #investingtips #insights #bestpractice #capitalraising #raisingcapital #closingdeals #investing #investmentinsights  ------- The largest association in the family office wealt...

5 Insights from 150,000+ Emails Sent | Ep 10

April 12, 2023 21:00 - 9 minutes - 6.73 MB

Over the last 16+ years, we've sent over 150,000 emails, and we've learned quite a few lessons along the way.  Email campaigns, if done correctly, can yield more opportunities for your business and also help you to raise more capital and close more deals.  See Richard C. Wilson's 5 key takeaways from some of our top email campaigns in Module 10 of the $100M Rainmaker Series: #email #emailblast #familyoffice #billionaire #billionaries #investingtips #investors #familyoffices  ------------...

Exclusive Interview with Tony Robins | Ep 9

April 11, 2023 21:00 - 13 minutes - 9.16 MB

We are thrilled to announce that we have completed 25 interviews out of 100 for our Billionaire interview series.  The current interviews include Mark Cuban, Mitzi Purdue, Jeff Hoffman, Grant Cardone, and now... Tony Robbins!  See the full exclusive audio interview here: #tonyrobbins #billionaire #billionairemindset #successmindset #billionaries #investingtips #investors  ------------ The largest association in the family office wealth management industry with 140,000+ current members—b...

Investment Structure Strategies | Ep 8

April 10, 2023 18:00 - 22 minutes - 15.2 MB

Even if you have a really great deal in front of you, if the structure is not planned out properly, it can take a quick turn for the worse.  Across every deal, you should be asking yourself the following questions:  - Which fees and structures do you prefer?  - What are Family Office headaches and struggles?  - What is driving the growth of the Virtual Family Office model? #investment #investmentstructure  #investmentstrategies #strategies #investors #investingtips #deal #dealmaking #deal...

Billionaire Insights | Ep 7

April 06, 2023 22:00 - 18 minutes - 12.5 MB

We currently have completed over 25 exclusive billionaire interviews where we ask 3 powerful questions to the biggest winners in the game of capitalism.  The insights that they provide here can give you some fresh perspective on what it takes to build a net worth of $1B+ and how to overcome some of the biggest obstacles and challenges along the way. Listen to this podcast breakdown on where you can access these insights for FREE:  #billionaireinsight #TonyRobbins #MarkCuban #entrepreneurs...

Investment Pitch Decks & Capital Raising Materials | Ep 6

April 05, 2023 22:00 - 6 minutes - 4.34 MB

Family Office Club covers the ins-and-outs of preparing capital raising materials in our 5 - 6 hour long workshops, but we've condensed the basics into less than 6 minutes.  We talk about the same successful processes and strategies for you that we have developed over 16 years in attracting investors to our own firm.  Check out Episode 6 of the $100M Rainmaker Series to see why having a professional set of capital raising materials is a necessity for getting deals done. #pitchdeck #family...

Unlocking Investor Influence | Ep 5

April 04, 2023 16:00 - 16 minutes - 11.6 MB

When raising capital, it's always important to know the type of investor that you want to target - and even more important to understand how to influence them effectively.  If you want to give yourself an unfair advantage in your market, you need to focus on attracting the right types of investors to your deals because these are the types who you can influence more. Listen to the full episode here to start your week with value-driven insights for this critical set of strategies: #investing...

Constructing Your Compelling One-Liner | Ep 4

April 01, 2023 14:00 - 10 minutes - 7.03 MB

Your one-liner is one of the most crucial components to include on your capital raising materials. It is free of charge, takes only a few minutes to create - and yet almost no one has this when we first see their materials. See why a compelling one-liner is so important in Module #4 of the $100M Rainmaker Series: #oneliner  #strategy  #positioning  #investors  #investingtips  #brandingforinvestors #positioningforinvestors #investing  #brandingstrategy  #brandpositioning #branding  -------...

Branding & Positioning for Investors | Ep 3

March 30, 2023 19:00 - 12 minutes - 8.66 MB

Branding is something that a lot of people overlook, especially if they already have an idea of how they want their brand to present itself.  It's important to really dial in what you want the core message of your brand to be so that way it doesn't distract from who you are or what you do.  See why branding and positioning are both keys to use for better interactions with investors. #Branding #positioning #investors #investingtip #brandingforinvestors #positioningforinvestors #investing #...

Investor Demographic Target | Ep 2

March 28, 2023 20:00 - 10 minutes - 7.29 MB

We want to give you an unfair advantage when raising capital and working with investors. The next strategy that we cover will show you exactly why it's so important to know the type of investor that you want to target and how to do this effectively. Watch Episode 2 of our $100M Rainmaker mini-series here: #familyoffice #nichemarket #niches #raisingcapital #capitalraising #investingtips #realestateinvesting #realestatemarket #realestateinvestingtips #investingstrategies #targetmarketing #n...

Capital Raising Mindset | Ep 1

March 24, 2023 19:00 - 7 minutes - 5.44 MB

There are a lot of different angles and views on what it takes to be really successful when raising capital.  The bottom line is that people want to like and trust you before they recognize you as a class-act professional with high integrity. check out Episode 1 of our $100+ Rainmaker series here: #capitalraising #raisingcapital #mindset #successmindset #wealthbuilding #wealthmanagement #wealthymindset  ------- The largest association in the family office wealth management industry with ...

Introduction to $100M+ Rainmaker Series

March 23, 2023 22:00 - 5 minutes - 4.13 MB

Welcome to our $100M+ Rainmaker Mini-Series!  This will be a 17-module series on advanced capital raising strategies to help you close deals and raise more capital than ever before.  We hope that by the end, you'll have acquired the same amount of knowledge and insight as you would over an hour-and-a-half long dinner with Richard C. Wilson, founder of Family Office Club. #rainmakers #rainmakerseries #capitalraising #familyoffice #raisingcapital #strategies #wealthbuilding #wealthmanagemen...

Exclusive Audio Interview with Tony Robbins (Billionaire Owner of 110 Companies)

March 22, 2023 21:00 - 13 minutes - 9.08 MB

We're super excited to share this interview with renowned billionaire and public speaker, Tony Robbins!  So many people have had their lives changed by the insights, advice, live events, books, etc. put out by Tony and his hardworking team, so it was a great opportunity for Family Office Club. Tune in to the full audio interview here: #billionaries #tonyrobbins #insights #familyoffice #familyoffices #interviewwithbillionaires  ------------- The largest association in the family office wea...

8 Insights for Private Investors & Single Family Offices

March 21, 2023 23:00 - 3 minutes - 2.22 MB

One of the top suggestions that we always provide for private investors is to use Gross Revenue Royalties while structuring business deals.  We're always coming up with lists of best practices to use, regardless of how long you've been in the game.  See Richard C. Wilson's full clip on the Top 8 Insights for private investors and single family offices. #familyoffices #privateinvestors #investorclub #singlefamilyoffice --------------------------- The largest association in the family offi...

Mental Models for Exponential Growth | Guest Speaker Eben Pagan

March 20, 2023 20:00 - 14 minutes - 9.88 MB

Eben Pagan is the Co-Founder of FutureScope and The Virtual Coach.  Eben has had a huge influence on how Family Office Club has approached certain obstacles and challenges over 16 years and how we have achieved our own exponential growth.  Eben's full presentation here from our '22 Super Summit. Listen to this podcast.  #mentalmodels #ebenpagan #investorclub #exponentialgrowth --------------------------- The largest association in the family office wealth management industry with 140,00...

5 Real Estate Trends We See Post-Pandemic | Guest Speaker Joe Williams

March 17, 2023 21:00 - 17 minutes - 12.4 MB

Joe Williams is a Co-Founder of Keller Williams, which has a network of over 200,000 real estate brokers.  We had the privilege of having Joe speak on stage at our '22 Super Summit, where he shared 5 real estate trends that have emerged from the pandemic.  Listen to this podcast.  #realestate #realestatetrends #joewilliams #KellerWilliams  #RealEstateInvestors #RealEstateInvesting #Investorclub --------------------------- The largest association in the family office wealth management ind...

4 Insights On Building SFO Relationships

March 16, 2023 14:00 - 2 minutes - 1.43 MB

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 140,00...

The Value of a Strong Team

March 15, 2023 17:00 - 2 minutes - 1.95 MB

We've helped set up over 200 family offices in the last 16 years, and our ability to do that comes from having such an excellent team.  Choosing your team is important because it will determine how far you can extend your overall company bandwidth and improve your overall performance.  So, how do you select the perfect team? #familyoffice #team #strategies #strengths #familyoffices #teambuilding  ----- The largest association in the family office wealth management industry with 140,000+...

How We Structure Our Events

March 14, 2023 20:00 - 1 minute - 1.4 MB

We like to keep things moving at a fast pace for each of our events because we don't want to get bored at our own investor summits.  A lot of our speakers on stage have a max of 15 - 20 minutes of speaking time so that we can keep moving onto the next topic as quickly as possible.  See Richard C. Wilson break down what a typical family office club event will look like. #events #eventplanning #investor #investorsummits #investors #familyoffice #familyoffices  ---------- The largest associ...

Preparing for Generational Wealth | Guest Speaker Pierre DuPont

March 13, 2023 22:00 - 20 minutes - 13.9 MB

When managing your wealth, you must be constantly thinking about how you can make it last as long as possible for future generations in your family. How can you start to plant the seeds for growing out your wealth for the next 100 years to come?  In today's special episode, guest speaker Pierre Dupont talks about how you can thoughtfully and intentionally project your wealth.  #wealthmanagement #wealthbuilding #generationalwealth #wealthcreation #investingtips #wealthmindset  ------ The l...

What Does Every $1B+ Family Office Have In Common?

March 10, 2023 18:00 - 6 minutes - 4.31 MB

One of the things we like to do during our speaker panels is recognize what every $1B+ family office has in common. Every ultra-wealthy family office we work with has a strong theme with a focus on just 1-3 of their top investment niches. So, how do you identify your theme and your top niche markets? Learn this, and more, from watching these Super Summit remarks from Richard C. Wilson. #familyoffice #familyoffices #investment #investmentniche #niches #nichemarket #markets #familyofficeeve...

9 Insights After 15 Years

March 09, 2023 17:00 - 13 minutes - 9.03 MB

We have been in the private investor space for over 15 years, and we've learned quite a bit along the way.  From what not to do, to the best practices, we know what goes into closing deals and raising capital 5-10X faster.  See Richard C. Wilson share his top 9 insights after over a decade and a half in the industry. #privateinvestors #familyoffice #bestpractice #privateinvesting #capitalraising #raisingcapital  ----------------------------------- The largest association in the family off...

Kevin Harrington & Michael Scott on High Velocity Investments

March 08, 2023 20:00 - 16 minutes - 11.2 MB

Kevin Harrington is a "Shark" from ABC's Shark Tank and also the founder of As Seen on TV. Michael Scott is the Founder & CEO of Cannapreneur Partners. Together, they sit down to discuss how they have both succeeded in trending markets through high velocity investing. #TrendingMarkets #Markets #InvestingTips #InvestmentTips #KevinHarrington #HighVelocity #HighVelocityInvestment #Invest #FamilyOffices -------------------- The largest association in the family office wealth management indu...

Flashback to Our Company Goals We've Reached

March 07, 2023 23:00 - 3 minutes - 2.17 MB

During our 2022 Super Summit in Ft. Lauderdale, we shared some of our top goals and changes that we would be making to the company.  3 months later, we're proud to say that we've stayed true to the long-term goals that we've set for ourselves.  Check out Richard C. Wilson's full remarks here: ______________________________________________ The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Offi...

The ROI of Our Quarterly Investor Summits

March 06, 2023 22:00 - 1 minute - 1.28 MB

What do attendees gain from our quarterly investor summits?  -Structures  -Strategies  -Conviction  -Investor Connections  -JV & Co-GP Partners  -So much more! ______________________________________________ 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 c...

Lessons Learned from 150,000+ Emails Sent

March 03, 2023 20:00 - 9 minutes - 6.66 MB

Mark Cuban believes the biggest waste of time is sitting in long meetings to discuss something that could have been handled in an email.  We've sent over 150,000 emails in our 16 years of business, and we've learned quite a few lessons along the way.  See Richard C. Wilson's 5 key takeaways from some of our top email campaigns. #emails #emailmarketing #businessemails #emailcampaigns #emailstrategy #investing #investingtips #investingstrategies #contentstrategy #emailforbusinesses --------...

Precautions that Will Benefit Your Whole Family

March 02, 2023 14:00 - 3 minutes - 2.33 MB

In our last episode, we talked about why it's so important to invest in your health.  Today, we share a 50-point checklist for making sure that you and your family are fully prepared for the worst.  #familyoffice #wealthbuilding #investingstrategies #investing #wealthmanagement #familyoffices #investors #investingtips #familywealthandlegacy  --------------- The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 20...

The Most Important Investment You Can Make

March 01, 2023 14:00 - 9 minutes - 6.34 MB

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  ----------------- ...

Strategies to Invest in Yourself to Become Ultra-Healthy (Far more Important Than Ultra-Wealthy)

March 01, 2023 14:00 - 11 minutes - 7.68 MB

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  ----------------- ...

Opening Remarks from Super Summit '22 | Richard C. Wilson

February 28, 2023 14:00 - 15 minutes - 10.8 MB

Our biggest event of the year is the Family Office Super Summit where we have the largest gathering of ultra-wealthy private investors anywhere in the world. This is the best opportunity to make new connections across a variety of niche markets and close more deals than any other time of year.  Take a sneak peak into our last Super Summit with these opening remarks from founder and CEO, Richard C. Wilson. -------------------- The largest association in the family office wealth management i...

Advanced Asset Protection | Guest Speaker Thomas Handler

February 21, 2023 21:00 - 16 minutes - 11.3 MB

Protecting your assets can be done in a lot of different ways, depending on what those assets look like.  The Stealth Prenup is a proven strategy that has helped our guest speaker, Thomas Handler, stay one step ahead of keeping his assets aligned with a plan of action in case things take a turn for the worse. ----- 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 w...

Working Like A Pro Athlete

February 20, 2023 21:00 - 2 minutes - 1.68 MB

Earning success in the capital raising game is achieved through hard work and focus. Having the same drive as a pro athlete will help propel you into better opportunities this year to close deals and network with ultra-wealthy leads. ------------------------------ 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 of...

Financial Strategies Used by America's Wealthiest Families | Guest Speaker Vince Munno

February 17, 2023 21:00 - 4 minutes - 3.06 MB

Becoming risk and staying wealthy isn't about how much you make - but how much you keep.  The most successful families across the U.S. know this by heart, which is how they manage to accumulate so much wealth consistently.  Guest speaker Vince Munno shares more on the financial strategies of America's wealthiest families in this episode. ------------------------------------ The largest association in the family office wealth management industry with 140,000+ current members—become a memb...

What Does Disruptive Technology Look Like? Guest Speaker Matthew Fonte

February 16, 2023 23:00 - 13 minutes - 9.22 MB

A lot of capital raisers in our private investor community are focussed on the innovative technology aspect of the business. One of our best examples comes from Matthew Fonte, owner of Cold Snap, which provides fresh ice cream on demand. Tech like this has the power to disrupt the market. Listen to the podcast to learn how.  ------------------------------------ The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since...

Short-Term Rental & Vacation Property / Airbnb Investment Properties - Considerations While Investing

February 16, 2023 22:00 - 12 minutes - 8.54 MB

In this 10-minute recording Richard C. Wilson founder of the Family Office Club and the short-term rental fund - InvestorResidences.com goes over how they look at vacation property investments.  Richard's team looks to buy properties at steep discounts and double their sleeping capacity to force appreciation and drive profits and cash flow.  In this short recording Richard covers airbnb investing data points, vacation property investment strategies, and how their airbnb fund approaches the m...

Private Investor & Family Office Resources

February 14, 2023 21:00 - 14 minutes - 10.2 MB

We've helped create 200+ family offices through our 16+ years of resources offered to private investors in our community.  Our tools are designed to guide anyone who's thinking about starting a family office in the right direction, from start to finish.  -------------------- 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 creat...

Richard C. Wilson's Ironman Strategy | A Proven Plan of Action

February 13, 2023 22:00 - 2 minutes - 1.86 MB

Knock Yourself Off - Proven Iteration Strategy

February 10, 2023 21:00 - 1 minute - 1.35 MB

0 Investor Losses - Guest Speaker Lynn Boyer

February 08, 2023 21:00 - 8 minutes - 6.22 MB

Establishing Unquestionable Credibility

February 07, 2023 21:00 - 1 minute - 1.41 MB

How One of My Top Mentors Changed My Life

February 06, 2023 21:00 - 4 minutes - 2.87 MB

Sandbox Domination - $100K Episode

February 03, 2023 21:00 - 6 minutes - 4.31 MB

Over Invest In Specialization

February 02, 2023 23:00 - 5 minutes - 4.02 MB

Finding Your Intersections

February 02, 2023 01:00 - 3 minutes - 2.78 MB

What Is The 7-70 Rule?

January 31, 2023 22:00 - 6 minutes - 4.4 MB

Developing Your Investor Avatar

January 31, 2023 00:00 - 7 minutes - 4.87 MB

Navigating The 3 Trust Curves

January 27, 2023 21:00 - 3 minutes - 2.18 MB

Twitter Mentions

@richardcwilson 69 Episodes