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

Send us a textHi, I’m Richard Wilson, founder of the Family Office Club, In this video, I’ll walk you through the 7 key questions you should ask when doing due diligence on investment conferences, clubs, and events. As someone who’s hosted hundreds of events and been to many more, I know how important it is to make sure you’re investing your time and energy into the right opportunities.I won’t be giving you all the answers here, but I’ll share the critical areas you need to investigate before attending any event or joining an investor club. From understanding the team behind the event to evaluating the quality of speakers and content, these questions will help you make more informed decisions.If you're considering attending an investment conference or joining a community, these 7 questions are essential to ensure you’re investing in the right environment. Check them out and start doing the right due diligence!If you’re interested in joining the Family Office Club and attending one of our exclusive events

Send us a textIn this video, Richard Wilson from the Family Office Club shares insights into the power of combining in-person meetings with a strong digital presence for building successful investor relationships. He talks about the Family Office Club’s extensive network of over 7,500 investors, 16 in-person events per year, and a robust digital platform featuring over 40 full-length HD conferences and 1,000+ videos of investors sharing their strategies and insights.Richard emphasizes the importance of face-to-face interactions in building trust and closing major deals, while also highlighting the success of their digital footprint, with millions of social media followers and a top-ranked website and podcast in the Family Office space. Whether you’re a CEO, founder, or investor, this video provides valuable information on how to leverage both in-person and digital networking to scale your business and connect with the right people.Check out the Family Office Club at https://familyoffices.com/ for more details

Send us a textWelcome to the Family Office Club's Podcast! In this video, Richard Wilson, founder of the Family Office Club, answers the top five most frequently asked questions about our Investor Club. Whether you're wondering about membership costs, event access, or how our community can help you raise capital, this video will give you a clear understanding of what we offer.Richard shares insights into our unique approach to investor networking, event access, and how we help entrepreneurs and investors scale their businesses. Learn about our diverse member base, which includes founders, capital raisers, investment professionals, and more.Topics covered:Can I join for free and pay later?Do I need to buy tickets to individual events as a member?Do you have investors who invest in specific industries?How do I de-risk my decision to join the Investor Club?Can you help with investor introductions?We’re not just another capital introduction firm—we offer real value through live events, a dedicated inves

Send us a textIn this insightful interview, Daniel Puder, Undefeated MMA Fighter, Founder & President of MyLifeMyPower, and a top 20 USA podcaster, sits down with Sam Cronin, former professional soccer player, to discuss his transition from elite athlete to successful investor. The interview took place at one of the Family Office Club's panel events, where high-level professionals gather to share their journeys and strategies for success.Over the course of his 11 seasons in Major League Soccer and his time representing the U.S. National Team, Sam learned invaluable lessons on discipline, focus, and resilience. After transitioning to a career in business, he reflects on the importance of maintaining a balance between professional success and personal well-being, especially after experiencing the challenges of life post-sports. #ProAthlete #AthleteMindset #BusinessSuccess

Send us a textIn this powerful Family Office Club Podcast interview, Richard Wilson speaks with Paul Hutchinson—Executive producer of the film "Sound of Freedom", the founder of the Child Liberation Foundation and Liberating Humanity.As founder of the Child Liberation Foundation, Paul has led over 70 child rescue missions, using his success to fight human trafficking and change lives globally. Paul will be featured at the Family Office Super Summit from December 10th to 12th, where he’ll participate in a fireside chat. For more details, visit  https://familyoffices.com/super/How You Can Help:To support Paul’s child rescue mission, visit https://childliberation.org/ ----------------------------------------------Early Entrepreneurial Ventures: A $20M Exit:Paul Hutchinson began his entrepreneurial career with a marketing company focused on mental health, helping individuals overcome anxiety, PTSD, and addiction. At 29, Paul sold the company for $20 million but felt there was more to his mission than fi

Send us a textIn this video, Richard Wilson shares the importance of values in building a successful business and strong relationships. Coming to you from Bali, Richard discusses how the core values of his Investor Club define how they operate, hire, fire, and grow together. Drawing on his experience as an Eagle Scout, Richard reflects on the Boy Scout Law, which outlines timeless values like trustworthiness, loyalty, and helpfulness, and explains why these principles should guide every decision you make in your business and personal life.He challenges viewers to consider: Are your values clear? Are you working with people who align with those values? And, if someone doesn’t operate by your values, are they an “outlaw” in your world? Richard’s straightforward approach helps you see why aligning with the right people is critical for long-term success.In this video, Richard discusses the importance of aligning your team with your values and how values shape business success. Don't be an outlaw - make sure

Send us a textIn this insightful panel discussion at the Family Office Club, experts dive into the world of working with professional athletes and investing in sports teams. Whether you're looking to partner with athletes, add them to your board, or invest in sports franchises, understanding the key dynamics of trust, relationship-building, and navigating the complex network of agents, managers, and family members is crucial.Learn how the landscape of sports investment has evolved over the past decade, with rising opportunities for family offices, venture funds, and high-net-worth individuals to get involved in sports teams. Discover how athletes are becoming active investors themselves, and how platforms like Octos are reshaping the future of sports team ownership.This video also highlights the growing trend of professional athletes, such as NBA stars like Carmelo Anthony, launching their own venture funds and how this shift opens up exciting new possibilities for investors looking to enter the world of

Send us a textHello, I’m Richard Wilson, and I’m coming to you from a tax investment conference here in Hawaii. I've been talking with many of my clients, including ultra-wealthy family office managers, and we’ve had some interesting discussions about what it means now that Donald Trump is going to be the next president. I wanted to share some of those insights with you in this video.I’m not a political expert or an economist, but based on my conversations with family offices, investors, and founders in my network, I want to give you a snapshot of what I’m hearing from them about what we can expect under Trump’s presidency. In other words, this is what 80% of the investors I talk to are predicting for the economy and different industries now that Trump has been voted in.What’s likely to improve under Trump’s presidency: Cannabis, psychedelics, oil and gas, energy, and U.S.-based manufacturing are expected to see growth.Business owners and founders will likely benefit from lower taxes, which will allow th

Send us a textWelcome back to another episode of the Pro Athlete Interview Series, presented by Family Office Glove! Today, we’re joined by Carolyn, a former professional athlete turned successful entrepreneur, who has built a thriving business around health, wellness, and fitness. In this conversation, Carolyn shares her wealth of experience, offering invaluable advice to athletes looking to transition into business and entrepreneurs looking to make a lasting impact.In this episode, we dive into:The Growing Wellness Industry: Carolyn discusses how more people are prioritizing their health and wellness, creating an ever-expanding market for fitness and wellness services. Whether working out at home, in a gym, or using virtual platforms, this shift is reshaping the way we approach our well-being.Pivoting and Market Adaptation: Drawing an interesting analogy to Starbucks facing a hypothetical mandate against caffeine, Carolyn talks about the importance of staying adaptable. She explains that while health and we

Send us a textTo get the full names and contact details become a member of our Investor Club, the Family Office Club at https://FamilyOffices.com In this exclusive panel discussion, hear directly from top allocators managing over $1 billion in assets, including family offices, investment firms, and industry experts. These leaders share their investment strategies, unique perspectives on real estate, venture capital, healthcare, and more. From the evolution of investment structures to niche markets in healthcare data and food waste, the panel provides actionable insights for investors and entrepreneurs alike. They also offer tips on how to effectively approach billion-dollar family offices and secure investments. 00:00 - Introduction to the Panel01:00 - Investment Focus: Real Estate, Healthcare, Venture Capital03:47 - Niche Specific Investments05:36 - Risk on Real Estate09:45 - Strategies for Approaching Family Offices16:00 - Strategies for Successful Negotiations 19:06 - The Evolution of Investment Structures

Send us a textWelcome to this webinar to learn 10 strategies to close more deals, raise capital, and acquire assets. Perfect for anyone in investor relations looking to overcome objections and optimize capital allocation.Join us for an insightful session featuring Richard Wilson, president and founder of the Family Office Club, who will share his proven techniques for closing deals and influencing investors.Additionally, we have Badri joining us to address how to effectively handle investor objections. This powerful combination will equip you with strategies to navigate the complexities of deal-making and build strong investor relationships.Richard brings over 17 years of experience in the investor space, having hosted more than 275 live events and cultivating a community of 7,500 registered investors. His insights into the science of influence and persuasion have been pivotal in scaling his business and achieving success.Don’t miss this opportunity to learn from the experts and enhance your skills in closing

Send us a textMichael discusses how acting as a fiduciary changes the approach to due diligence when evaluating fund managers. As fiduciaries, the standard is not just about suitability—it's about prioritizing the best interests of clients above all else.Here are some key takeaways:Fiduciary Responsibility: The fiduciary standard requires putting clients' interests first, not just choosing investments that are “suitable.”Due Diligence Mindset: When evaluating investment managers, fiduciaries look beyond the 5 P’s (People, Processes, Performance, Plans, Platforms).They aim to understand if the manager truly values the families' capital and sees it as more than just a commodity.The Human Impact: Every investment decision impacts real lives, not just numbers on a balance sheet. A genuine fiduciary approach acknowledges this responsibility and seeks alignment with managers who share this mindset.If you're interested in how fiduciary standards can elevate due diligence and decision-making, this

Send us a textUnlocking Success: Insights from the Founders of Barefoot WinesJoin Richard Wilson as he shares valuable insights from the recent investor summit held in beautiful Bali, Indonesia. With 465 attendees and over 100 speakers, this event was packed with inspiration and knowledge!In this video, Richard discusses key takeaways from a fireside chat with the founders of Barefoot Wines, the world’s leading wine brand. Discover how they started their journey in a laundry room without any office or warehouse space, ultimately leading to a successful sale to Gala Wines.Key Highlights:Learn from a memorable quote by Henry Kissinger that emphasizes the art of communication and staying on message.Understand the importance of powerful partnerships in scaling a business, as shared by Barefoot Wines' founders. They stress the significance of strategic alignment for mutual success: "Who gets rich when I get rich?"Don’t miss this opportunity to gain insights that can propel your entrepreneurial journ

Send us a textSpeakers: Michael Houlihan and Bonnie Harvey, Co-Founders and Richard C Wilson from Family office club Summary: In this fireside chat with Barefoot Wines, Michael Houlihan and Bonnie Harvey discuss their approach to building brand equity, the role of storytelling through Business Audio Theater in preserving and communicating a company’s values, and the importance of forming strategic partnerships to accelerate growth. They emphasize the impact of sharing real stories in an engaging audio format to connect with employees, investors, and the broader community. Key points:Building Brands with the End in Mind: They emphasize the importance of creating a business with the goal of building brand equity for eventual acquisition. They highlight the need to understand industry benchmarks and use those to set goals rather than arbitrary revenue targets.The Value of Storytelling: Michael and Bonnie stressed that storytelling is a powerful tool for passing on values and engaging team members, investors, and

Send us a textAre you an investor or a founder looking to grow your network and explore new opportunities? Join us at the Family Office Super Summit in Miami, from December 10th to 12th. This in-person event is 16x more effective than connecting via email or Zoom! We’re bringing together over 250 investors, including multi-billion-dollar family offices, ultra-wealthy investors, centi-millionaires, pro athlete investors, and leaders from other investor clubs. You’ll hear from 120+ speakers over three days, with four exclusive billionaire fireside chats, all within one streamlined agenda so you never miss a key insight. If you're ready to expand your capital network, discover innovative deal structures, and seize new investment opportunities, this is the must-attend event of the year. Don’t miss out—learn more and reserve your spot now at FamilyOffices.com.#familyoffice #Familyofficeevents #investors #Investorevents #FamilyOfficeSuperSummit #Founders #Investor #InvestorRelations

Send us a textIf you're new to the world of investor clubs and family offices, this advice will be particularly helpful!Welcome back! Richard Wilson here, from stunning Indonesia after our recent Single Family Office Summit in NYC. Today, I’m addressing a critical topic for anyone involved in family offices and investment strategies: the key phrases you should never say to an investor.When networking with ultra-wealthy investors and connected investors, certain common statements can backfire and hurt your chances of building valuable relationships. In this video, I’ll highlight missteps to avoid, such as:"Let's connect, no agenda" – This might seem friendly, but it can come off as a waste of time for busy individuals."This is the best investment you'll ever see!" – Claims like these can sound arrogant and dismissive to experienced investors.

Send us a textJoin me for a deep dive into the world of family offices and investment strategies! In this video, I’ll share insights from my 17 years of experience running the Investor Club, where we’ve hosted over 2,000 speakers and fostered countless connections.Throughout the day, I'll be moderating panels and delivering two impactful 15-minute talks designed to maximize your return on investment. Whether you're an investor, CEO, or looking to raise capital, my goal is to equip you with $100,000 worth of actionable insights.I’ll also be discussing key takeaways from my recent interview with Dr. Robert Cialdini, a leading expert on influence. He revealed powerful strategies to enhance your effectiveness in securing investments and partnerships.Plus, I’ll share personal stories and experiences from my travels, including adventures in Machu Picchu and the Grand Canyon, along with insights into the family office landscape.You won’t want to miss our discussions on the importance of ethical influence,

Send us a textJoin me, Richard Wilson, as I dive into the current state of raising capital. If you're a founder or run an investment fund, you may be facing unprecedented challenges in this environment.In this video, I share key statistics that illustrate the shifting landscape—such as a staggering 80% reduction in capital raised compared to 2022. With competition fierce and liquidity low, many are finding themselves in need of larger investors to recapitalize deals or consider rescue options.I'll discuss how current investments are structured to minimize risk, creating a tough environment for capital raising. However, there’s a silver lining: building strong relationships with potential investors now can pay off in the future.For more insights, don’t miss our $100 Million Rainmaker mini-series available in our playlist, featuring over three dozen strategies for capital raising.I hope to see you at one of our Family Office Club events soon! Thank you for watching!#CapitalRaising #InvestmentStrategie

Send us a textIn this insightful discussion, industry experts share the top qualities investors seek in CEOs and founders when deciding to invest. With a focus on distinguishing potential partners from the vast number of pitches they receive each year, our panel highlights essential traits that can make or break an investment opportunity.Join us as they explore key qualities such as:Transparency: Why being open and honest is crucial for building trust.Experience: The importance of a knowledgeable team with a proven track record.Process: How well-defined processes can enhance operational efficiency and minimize errors.Understanding the Opportunity: What makes a business stand out and why it's a worthwhile investment?With insights from professionals who have navigated the investment landscape, this video is a must-watch for anyone looking to attract investment or understand what investors prioritize. Tune in to learn how to present yourself effectively and secure the backing you need!#Investors #CEOs #Foun

Send us a textWelcome back to our podcast! In this episode, we’re at our live event in New York, featuring a captivating interview with Zach Triner, a pro athlete who shares his unique journey from aspiring NFL player to seasoned professional.Join us as Zach reflects on his early dreams, the challenges he faced along the way, and the pivotal moments that kept him pushing forward, even in the face of rejection. He discusses his time at Fidelity Investments, the importance of setting personal goals, and how he navigated the transition from sports to the finance world.Zach also offers invaluable advice for athletes looking to transition after their playing days, emphasizing the importance of building networks, exploring interests outside of sports, and staying proactive in their career development.Whether you’re an aspiring athlete or someone looking for inspiration to pursue your dreams, this interview is packed with insights on perseverance, passion, and the power of comparison as a tool for growth.Don’t forge