Sinopsis
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..
Episodios
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How to Win Deals & Influence People: 3 Private Investor Mastermind Events in October
16/09/2023 Duración: 03minSend us a textCome be a part of our exclusive 2023 Private Investor Mastermind Events taking place in three distinct cities. Discover the tried-and-tested influence techniques rooted in science that have propelled the growth of our investor club over the past 16 years. We're prepared to offer numerous real-life instances, effective strategies, simple 1-3 step approaches, and customizable templates to enhance your influence, facilitating in securing more investors and successful deals. Each mastermind session encompasses intimate group discussions, insightful worksheets for practical application, valuable networking opportunities with fellow investors, and a compelling lineup of seven accomplished investors taking the stage at every event. We hope to see you there!00:00 - Introduction to the Investor Mastermind00:35 - Target Audience and Goals00:48 - Event Details and Guest Speakers01:01 - Establishing Strong Positioning02:32 - Creating a Sense of Reciprocation 02:43 - The Power of Consistency 02:57 - Inv
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The Mission of Our Investor Club: A Perpetual Learning Machine (Join us)
13/09/2023 Duración: 01minSend us a textJoin Richard C. Wilson, Founder of Family Office Club, as he shares his thoughts from Vienna, Austria. In this video, Richard emphasizes the importance of continuous learning for both ultra-wealthy individuals and those beginning their capital-raising journey. Discover the value of networking, strategic deal-making, efficient structuring, and niche specialization as Richard explains how these elements contribute to lasting success. 00:00 Introduction from Vienna, Austria: Exclusive Event for High Net Worth Individuals 00:10 The Mission of Our Investor Club: A Perpetual Learning Machine00:20 Learning from Each Other: Tax Strategies, Deal Structuring, and Negotiation00:39 Building Success Together00:52 Join Our Community: Explore Membership at Family Office Club https://familyoffices.com/#billionarie #familyoffices #investor #privateinvestors #capitalraising #funding #investorclub -----------------Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social fol
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What Do Family Values Mean to Us?
12/09/2023 Duración: 02minSend us a textIn the heart of Vienna, I'm hosting an exclusive event for families with net worths ranging from $50 million to $100 million. It's a unique gathering where we empower these families to establish their family offices, navigate capital raising, and explore lucrative investment opportunities. In this video, I share a personal insight into our family values and how we instill them in the next generation. Discover the principles that guide our family, and learn how these values can strengthen not only a family but also a family office. Join us on this journey of building lasting legacies and fostering strong family bonds. #FamilyValues #FamilyOffice #LegacyBuilding #NextGeneration"00:00 - Introduction: Hosting an Exclusive Event for Ultra-Wealthy Families 00:12 - Creating Family Values: An Essential Part of Our Family Office 00:24 - The Importance of Family Values and Their Impact00:36 - Maya Shares Our Family Values 00:47 - Rewards for Following Family Values 00:58 - Simplifying Famil
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Are there actually investors at Family Office Club events?
30/08/2023 Duración: 06minSend us a textExplore 2023's niche markets with Family Office Club's Investors!00:00: Speaker 1 - Health Care Startups, Digital Health, Medical Devices00:14: Speaker 2 - Real Estate Investments00:47: Speaker 3 - Public and Private Investments01:01: Speaker 4 - Diverse Investment Portfolio01:21: Speaker 5 - Tech Interest, FinTech, B2B Platforms01:35: Speaker 6 - Problem-Solving Investments02:11: Speaker 7 - 3x+ Returns Focus, Advised Healthcare03:03: Speaker 8 - Healthcare Tech, Multi-State Investments03:33: Speaker 9 - Digital Health, Care Solutions, FinTech03:49: Speaker 10 - Diverse Focus: Timber, Agriculture, Tech04:18: Speaker 11 - Multi-Family, Retail, Impact, Operators04:31: Speaker 12 - Real Estate, Operating Cash Flow04:43: Speaker 13 - Varied Industries, Flexibility04:59: Speaker 13 - Sponsor Focus, Willing to Learn05:31: Speaker 14 - Early Crypto Blockchain StartupsJoin the club!#billionaires #billionairesecrets #familyoffices #investor #privateinvestors #capitalraising #funding #inves
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Meet The Decade's Largest Multifamily Developer of Los Angeles | Sean Burton
25/08/2023 Duración: 31minSend us a textSean Burton is the CEO and Co-Founder of City View, a vertically integrated real estate investment management and development firm, focused on acquiring, developing, and operating multifamily projects in gateway markets across the western U.S. City View has invested in more than 130 projects and was named the decade's largest multi-family developer in Los Angeles by the LA Business Journal. Watch the full video and discover Sean's insights on what investors should be looking for in today's current fund managers.#billionaires #billionairemindset #familyoffices #investor #privateinvestors #capitalraising #funding #investorclub
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Elevate Your Practice: Unlocking 10x Growth for Medical Owners
23/08/2023 Duración: 07minSend us a textScaling a medical practice doesn't have to be a slow, frustrating process. Our expert speakers, industry leaders, and success stories will provide you with actionable steps to accelerate your practice's growth and impact. Whether you're a solo practitioner or managing a group practice, this video aims to provide you with unique perspectives on how you can navigate tough challenges in the field and how to leverage data for better portfolio success.08:57: Navigating Challenges09:09: Investment in Context12:01: Mission to Fix Healthcare12:32: Engineer's Approach to Optimizing Urgent Care12:46: Revolutionizing Healthcare Efficiency14:39: Leveraging Data for Portfolio Success15:05: Tech Transformation in Traditional Sectors#billionaires #billionairemindset #billionairesecrets #familyoffices #investor #privateinvestors #capitalraising #funding #investorclub
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Smarter Real Estate: Mastering Strategies, Staying Optimistic, and Exercising Caution
17/08/2023 Duración: 10minSend us a textStaying optimistic in the real estate market during times of high inflation can be challenging, but it's definitely possible with the right mindset and strategies. Real estate is often a long-term investment. While inflation can lead to short-term price fluctuations, historically, real estate has shown resilience and has the potential to appreciate over time. Keep your focus on the long-term value and potential for growth that real estate can offer. 15:25 Intro15:57 Optimism for Future Real Estate Deals23:57 Market Conditions24:23 Thinking Strategy Inspired by Wayne Gretzky24:51 Patient Approach of Family Office Investors25:02 Cautionary Advice and Acknowledging Value Traps#billionaires #realestate #realestatestrategies #realestateinvesting #familyoffices #investor #privateinvestors #capitalraising #funding #investorclub
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Protect Your Assets from Lawsuits, Creditors, Bankruptcy, and Estate Taxes
15/08/2023 Duración: 06minSend us a textThe primary purpose of an asset protection trust is to safeguard assets for the benefit of the trust's beneficiaries while minimizing the potential for those assets to be seized or claimed by creditors. If structured correctly and in compliance with relevant laws, assets held in an APT may be more difficult for creditors to access in the event of a lawsuit, bankruptcy, or other financial challenges faced by the grantor.9:59 - ASP Protection Trusts: Limited Efficacy and Government Implications10:10 - 10-Year Statute: Bankruptcy Law and Trust Vulnerability10:22 - Jurisdiction Ranking: Longest Statute of Limitations for ASP Protection Trusts10:35 - International Trusts: Confidentiality and Legal Constraints15:28 - Tax Court Cases: Frequency and Legal Consequences15:39 - Economic Collapse's Impact: Surge in Tax Court Cases15:57 - Strategy Timing: Leveraging Impactful ApproachesDisclaimer: This video is meant to provide a general overview of certain tax concepts, but it is not a substitute
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7 Key Takeaways from Our Investment Pitch Mastery Event
14/08/2023 Duración: 04minSend us a textWhether you're a seasoned entrepreneur seeking funding for your next big venture or an aspiring investor ready to make your mark, these takeaways will undoubtedly be the catalyst for your success. Discover the proven strategies and insider secrets that top investors use to win over hearts and minds in the competitive world of funding and investment. Don't miss this chance to elevate your investment game and take charge of your financial future!#billionaires #billionaire #billionairemindset #familyoffices #investor #privateinvestors #capitalraising #funding #investorclub
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What Are Our Top 8 Areas of Investment Focus?
10/08/2023 Duración: 03minSend us a textWhen it comes to our top clients, our biggest priority is to ensure that our investor mandates consistently align with our carefully curated areas of investment focus. We are dedicated to providing you with investment strategies that resonate harmoniously with your financial aspirations and goals. So, you might be wondering, what exactly are these defining spheres of investment concentration that we hold in high regard? Listen to the full episode to find out:00:00 Introduction 00:10 Investing in Small Businesses00:26 ATM Industry Exit00:47 SaaS Business Exit01:02 Short-Term Rental Assets - Conversion of Motels into Multifamily02:16 Wide Investor Network02:27 Investor Preferences02:38 Networking Opportunities02:49 Joining the Investor Club03:14 Learning from Successful Speakers03:24 Relevant Investment Mandates#billionaires #familyoffices #investor #privateinvestors #capitalraising #funding #investorclub #billionaire #billionairemindset
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Why You Need to Go Above & Beyond to Keep Your Business Alive
09/08/2023 Duración: 04minSend us a textSettling for average is no longer an option in today's fast-paced business environment. Maintaining above-average standards that go above and beyond investor expectations can provide a sturdy foundation during turbulent times, safeguarding your business against adversity Watch the full video to discover actionable tactics that can help your business stand out, from innovative marketing approaches to unparalleled customer service.#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
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Advantages of Being Genuine & Avoiding Those With Fake Credibility
08/08/2023 Duración: 03minSend us a textAuthenticity can elevate your reputation, fostering trust and credibility with investors and partners. By understanding the role of authenticity in negotiations and how it can influence any deal, you'll be able to raise even more capital with long-term partnerships. Investors want to work with someone who they can trust, and when you present yourself as someone authentic with the best intentions, you'll wield more influence from the moment you step into the room. Watch the full video here to learn what it means to be a genuine business partner:#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, p
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Rapid Execution: Accelerating Your Plans into Action
07/08/2023 Duración: 07minSend us a textIn this power-packed video, we delve deep into the art of "Rapid Execution" and equip you with the strategies and mindset needed to accelerate your plans into action and propel your projects towards success. We'll break down the concept and highlight why swift action is crucial in today's fast-paced world. Check out the full video and discover how to adopt a proactive mindset that prioritizes action and decisiveness over hesitation#billionaires #familyoffices #investor #privateinvestors #capitalraising #funding #investorclub
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Pantheon Intelligence: Elevating Teamwork to New Heights
04/08/2023 Duración: 06minSend us a textIf you're a team leader, manager, entrepreneur, or anyone passionate about unleashing the full potential of collective intelligence, this video is a must-watch! Equip yourself with the knowledge and insights to transform your team into a cohesive, high-performing unit capable of tackling challenges and seizing opportunities with confidence. Watch the full video to uncover effective communication strategies that minimize misunderstandings, encourage active listening, and foster a shared sense of purpose.#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 registe
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Insights After Hiring 100+ Remote Contractors and Virtual Assistants
03/08/2023 Duración: 03minSend us a textOur aim is to equip you with practical knowledge and proven strategies to optimize your remote workforce and achieve outstanding results. As an industry leader, we are at the forefront of remote collaboration, and we've learned valuable lessons that we believe can benefit businesses, entrepreneurs, and individuals seeking to embrace the remote work revolution. Check out the full video here to uncover the advantages of hiring remote contractors and virtual assistants, including access to a global talent pool, cost-effectiveness, and increased productivity.
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Investing In Specialized Knowledge - Become A Perpetual Learning Machine
02/08/2023 Duración: 02minSend us a textIn this video, we'll unravel the importance of investing in specialized knowledge and how it can open doors to unlimited opportunities. As technology and industries rapidly evolve, the value of broad expertise is being surpassed by deep, specialized knowledge. Click here to watch the full video on why it's s important to invest in specialized knowledge.#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
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Use This Tax Code to Your Advantage - How David Babinski Raised An Extra $450M+
27/07/2023 Duración: 07minSend us a textDavid Babinski of NIED Capital recently shared his remarkable financial achievements, specifically on how he strategically utilized a lesser-known tax code to maximize his gains - in excess of $450M+. Whether you're a seasoned investor, a budding entrepreneur, or simply someone looking to optimize your tax strategy, this video is a must-watch!See David's full presentation to uncover the potential benefits and risks associated with using this tax code for your financial goals.And if you want to see more expert insights on tax strategies and raising capital, you definitely won't want to miss out on the Capital Raising Titans Event coming up on Tuesday, August 1st.Seats are filling up fast, so make sure you save yours by purchasing your tickets here: https://familyoffices.com/titans/
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How I Completed My Fund In Just 60 Days | Ray Johnson: Founder of Exit Experts
26/07/2023 Duración: 06minSend us a textWatch Ray Johnson, the brilliant Founder of Exit Experts, share his incredible journey of how he accomplished a remarkable feat - completing a fund in just 60 days!As a seasoned entrepreneur and expert in the field, Ray's insights and experiences have the power to resonate with aspiring business enthusiasts, budding investors, and anyone seeking valuable tips for fundraising success.If you've ever wondered how some founders manage to raise funds quickly and efficiently, Ray's complete talk is a must-watch.For more expert insights on raising capital, we invite you to join us at our upcoming Capital Raising Titans Event next week on August 1st in Ft. Lauderdale, FL.Click here to save your spot: https://familyoffices.com/titans/#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 transactio
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Billionaire Insight - Stick Your Head Outside the Window | BONUS Episode
25/07/2023 Duración: 03minSend us a textWe've been getting a lot of questions over the last month and a half about the economy and the direction that it is heading. The truth is that instead of trying to predict the future, it's better to just try and stick your head out of the window so that you can determine where you're at right now. In other words - which way is the pendulum swinging? #billionaires #familyoffices #investor #privateinvestors #capitalraising #funding #investorclub
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The Path of Execution - Fill Out this Exercise Sheet to Track Your Plan of Action!
21/07/2023 Duración: 04minSend us a textThroughout our sessions at our investor mastermind events, we make it a point to take 10 - 15 minute breaks, ensuring attendees stay refreshed and engaged. One essential aspect of our event is "The Execution Path," a summary page designed to help participants contemplate and assess their action plans. It's the perfect opportunity to take a few moments and reflect on how to improve various aspects of your life and business. Don't miss this chance to complete the exercise sheet and identify areas that could benefit from enhancement or optimization.#familyoffices #investormindset #mastermind #enhancement #events #feedback