Family Office Podcast: Real Estate Investments, Co-investing, Capital Raising, And Private Equity Business Strategies

Informações:

Sinopse

The Family Office Podcast covers real estate investments, co-investing and capital raising trends, and private equity business strategies used by $100M+ net worth families and their single family offices. Within this podcast we explore ultra-wealthy, multi-family office, single family office, and even billionaire investment case studies and insights. Content includes interviews, recorded webinars, conference presentations and quick concise insights as well. The content of this comes from meeting with 1,000 family offices in 22 countries and operating the #1 largest family office association, the Family Office Club..

Episódios

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

    05/02/2024 Duração: 09min

    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 informed decisions, mitigate risks, and capitalize on lucrative opportunities. 

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

    02/02/2024 Duração: 16min

    Join us for the opening remarks of Day One at the Super Summit, featuring Richard C. Wilson.  01:27 - Combining Strategies for Success03:36 - Challenges in Capital Raising03:47 - Introduction to Family Offices05:30 - Negotiating and Earning Trust06:15 - Overcoming Rejection in Capital Raising06:29 - Risk Consulting and Capital Raising Job10:02 - Balancing Growth and Friction Removal12:27 - The Importance of Niche Focus12:50 - Seeing Deals First and Exclusive Access13:40 - Being Yourself and Authenticity13:51 - Importance of Being Number OneOur 17-year-old investor club, the Family Office Club, has 25 team members, 11 million social followers, has closed on over $500M of transactions, has over 4,000 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.com

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

    01/02/2024 Duração: 25min

    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 Pipeline00:26 - Investment Focus: Top-Line Lending and Apartment Conversion Projects01:05 - Unique Investment Focus: Distressed Multi-family Projects01:53 - Valuable Strategies: Buying Right and Focusing on Good People03:45 - Diversified Investment Approach: Multi-family, Niche Properties, and 1031 Exchange08:00 - Debt Structures: Share of EBITDA and Unique Protections11:56 - Market Trends: Impact on Commercial Real Estate in Cities like San Francisco and Manhattan16:21 - Debt Repayment: Fixed Interest Rate and Share of Adjusted EBITDA22:42 - Economic Factors: Interest

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

    31/01/2024 Duração: 04min

    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 evolution of his family business into trucking and chemicals.Special thanks to Bryan Sweet for bringing us this interview. Stay tuned for more exclusive conversations with industry titans!-----------------Our 17-year-old investor club, the Family Office Club, has 25 team members, 11 million social followers, has closed on over $500M of transactions, has over 4,000 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our

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

    29/01/2024 Duração: 04min

    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:Costly Mistakes and Transformation: Dan reflects on his rebellious past, emphasizing how joining the United States Army during the Vietnam War was a turning point. The discipline and leadership responsibilities profoundly shaped his path to success.Strategy Worth Millions: Drawing inspiration from the Prussian General Clausewitz, Dan stresses the importance of focusing on the few, not the many. He highlights how high-performance individuals concentrate their efforts, a lesson he wishes he had embraced earlier in his career.Turnin

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

    26/01/2024 Duração: 04min

    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 Portfolio01:07 - Dreams Do Come True: Overcoming Educational Challenges01:20 - Insights and Inspiration: Three Questions with Bobby01:31 - Avoiding the Costly Mistake: The Importance of Scaling03:24 - The Power of Data: A Million-Dollar Strategy Revealed03:36 - Recruiting the Right Team: A Key to Financial Freedom03:49 - Turning Points: The Crucial Role of Skillful People04:01 - Navigating Change: Recruiting the Right Talent04:13 - Data and Staff: The Turning Point for Financial Freedom04:25 - Letting Go for Growth: Overcoming Ego in BusinessDiscover the ultimate resource for insight

  • Maximize Wealth: Private Investment Mastermind with Family Office Club

    24/01/2024 Duração: 04min

    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 insights, networking tips, and risk management strategies.Stay informed with real-time market analysis and expand your financial toolkit. Elevate your wealth with proven techniques! Join our successful community at FamilyOffices.com or text 305-333-1155 to secure your invitation.-----------------Our 17-year-old investor club, the Family Office Club, has 25 team members, 11 million social followers, has closed on over $500M of transactions, has over 4,000 active investors, and hosts 15 live events a year.  To join our i

  • Where Do Ultra-Wealthy Investors See The Highest Demand?

    24/01/2024 Duração: 29min

    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 Preferences02:30 - Criteria for Venture Capital and Private Equity Investments03:45 - Staying Cautious in the Face of Irrational Exuberance05:09 - Preservation of Capital as a Central Focus06:38 - Focus on People with Industry Expertise08:51 - Specific Interest in Information-Related Healthcare09:14 - Preference for Permanent Capital and Long-Term Yield21:14 - Utilizing Funds for Expertise and Diversification28:01 - Phoenix Multifamily Market Insights-----------------Our 17-year-old investor club, the Family Office Club, has 25 team members, 11 million social followers, has closed on over $500M of transacti

  • How to Grow and Protect Your Firm from Competitors in 2024

    19/01/2024 Duração: 23min

    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 Growth00:15 - Passion, EQ, and Long-Term Relationships for Business Growth00:27 - Regional Focus, Marketing, and Open Source Ecosystem00:37 - Progressive Growth Through Small Acts and Passion00:59 - The Power of Good People and Technology in Business01:09 - Building Trust Through Service and Commitment01:21 - Lending Industry Challenges and Setting Yourself Apart01:33 - Strategic Thinking for Real Estate Investment Success01:43 - Reflecting on Challenges and Providing Solutions01:54 - Pain, Reflection, and Progress in Real Estate-----------------Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000

  • Navigating Wealth: Strategies to Seize Million-Dollar Investment Trends

    18/01/2024 Duração: 09min

    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 Approach02:19 - Venture Capital Investment: Exploring Unique Opportunities03:18 - Ecosystem Dynamics: Co-Investment Opportunities and Information Sharing05:41 - Rising Significance of Data Analytics in Various Industries08:54 - Understanding the True Nature and Profitability of Sites Through Data -----------------Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000 active investors, and hosts 15 live events a year.  To join our inv

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

    17/01/2024 Duração: 04min

    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, and share – let's spread the wisdom and empower the global community of investors to thrive in the ever-evolving landscape of finance!-----------------Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.com

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

    11/01/2024 Duração: 33min

    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, and legal frameworks. Gain a deeper understanding of the nuances involved in offshore ventures and learn how strategic planning can create a robust shield against economic uncertainties.03:16 Joel's Secret to Success 05:02 Making Clients Comfortable and Building Trust07:43 Joel's Role in Investor Clubs and Advice on Entrepreneurship10:29 Approaching Wealthy Individuals and Building Relationships14:16 Communicating Key Aspects of Global Asset Protection17:06 Maintaining Attorney-Client Privilege and Legal Process

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

    09/01/2024 Duração: 17min

    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 Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download on https://lp.FamilyOffices.com/book + http

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

    05/01/2024 Duração: 18min

    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 Average00:36 - David Goggins' Transformation Story01:14 - Definition of Not Being Average01:28 - Downsides of Being Average02:07 - Negative Feedback on Overachievement05:29 - Turning Point: Commitment to Do Something Bigger06:35 - Sobriety and Differentiating from the Average07:09 - Importance of Epic Adventures in Life08:57 - Reflection on Michael Jordan's Work Ethic11:59 - Significance of Belief and Execution13:45 - Comparing Spending on Health to Other Expenses15:24 - Investing in Health vs. Other Expenses17:41 - Ways to De-risk Being Average, Health Investment17:57 - Conclusion and Invitation to Have the Most Fun Year-----------------Our 16-year

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

    29/12/2023 Duração: 08min

    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 healthcare organizations. From enhancing patient satisfaction and improving overall healthcare outcomes to streamlining operational efficiency, this bottleneck holds the key to a more sustainable and patient-centric healthcare future. #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub   #healthcare #healthcareinsights 

  • Insider Tips for Investing in Healthcare: Must-Know Strategies

    28/12/2023 Duração: 05min

    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 healthcare sector. Don't miss out on this invaluable guide to maximizing your returns and securing a prosperous financial future! #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub  #healthcare #healthcareinnovations #healthcareinsights #healthinvestment 

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

    27/12/2023 Duração: 07min

    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 guide to building and nurturing connections with doctors and dentists. Join us as we unravel the secrets to navigating the intersection of healthcare and capital, unlocking the potential for innovative solutions and partnerships in this ever-evolving industry.#realestate #healthcare #healthcareinnovations  #investor #privateinvestors #capitalraising #funding   #investorclub   

  • Exclusive Investor Panel: Supercharging Your Investment Opportunities

    22/12/2023 Duração: 14min

    Join the #1 Investor Club now at familyoffices.com or text 305-333-1155Whether 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 alternative investments, our panelists will provide actionable advice that you can implement right away. Learn from their successes and failures, and use their experiences to make informed decisions that align with your financial goals. Remember to like, share, and subscribe for more exclusive content on wealth creation, financial literacy, and investment strategies!#billionaires  #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub  

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

    21/12/2023 Duração: 21min

    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. Learn firsthand from Joe's experiences about the challenges, triumphs, and lessons learned along the way. Hear from the best and be inspired to take your real estate journey to new heights.#billionarie  #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub   -----------------Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000 active investors, and hosts 15 live events a year.  To jo

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