We're talking all things Family Office. We break down what they are, how they work, how to make them work better - and why you probably already have a structure in place! We help you understand what family office services are and guide other providers on how to serve family's in the exact way we do. We believe we all get better when the conversation is open, curious and educational!
…
continue reading
1
Family Office Podcast - Private Investor & Investment Insights
Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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, an ...
…
continue reading
The Family Office Group is a Investment Club that Specializes in Advance Banking, Borrowing, and Investing. Support this podcast: https://podcasters.spotify.com/pod/show/thefamilyoffice/support
…
continue reading
The Family Office Club on Clubhouse (https://www.joinclubhouse.com/club/family-office) has been set up by wealth owners, family members, family office staff and trusted advisors with a focus to connect, cooperate and educate. The Club runs regular sessions on Clubhouse and member-only webinars.
…
continue reading
Barstool tackles finance, markets and money. Home of The Water Coolest, The Family Office, and The Short Squeeze. You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/BarFin
…
continue reading
1
Billionaire Scaling Strategies Mastermind
0:51
0:51
Mais Tarde
Mais Tarde
Listas
Like
Curtido
0:51
This fast-paced & interactive mastermind provides you with balance sheet scaling and investment strategies drawing from 33 billionaires we have interviewed, 19 billionaire transactions we closed, and 70 billionaire books read. Event Format: - 5 speakers. - Small group discussions. - Worksheet exercises. - Fast-moving workshop/mastermind format. Eve…
…
continue reading
1
Unleashing Creativity: Innovating Family Office Services for Wealthy Families
20:38
20:38
Mais Tarde
Mais Tarde
Listas
Like
Curtido
20:38
In this podcast episode, Christi Van Rite, founder of White River Consultants, explores the intricacies of serving high net worth families through family office services. She discusses the importance of specialized expertise, the challenges of regulatory compliance, and the necessity of sophisticated technology and infrastructure for transparency a…
…
continue reading
1
Richard C. Wilson's Powerful Day 1 Closing Remarks | NYC Super Summit 2024 Highlights
3:41
3:41
Mais Tarde
Mais Tarde
Listas
Like
Curtido
3:41
In this video, Richard C. Wilson delivers the closing remarks for Day 1 of our Family Office Club event, the NYC Super Summit 2024 the #1 private investor club event, featuring 400+ investors and more ultra-wealthy investors speaking on stage than any other event in the Northeast. He recaps the day's extensive content, emphasizing key takeaways fro…
…
continue reading
1
Exclusive Interview with Super Bowl Champion Walter Thurmond III | Pro-Athlete Series Ep. 7
5:48
5:48
Mais Tarde
Mais Tarde
Listas
Like
Curtido
5:48
Walter Thurmond III is a former NFL player who played as a cornerback for the Philadelphia Eagles, the New York Giants, and the Seattle Seahawks. He is also a Super Bowl champion, winning his ring in 2014 against the Denver Broncos in a blowout win of 43-8. In this exclusive interview, Walter shares what it was like to train during his professional…
…
continue reading
1
2 Insights From Family Offices on Priorities & Artificial Intelligence
2:36
2:36
Mais Tarde
Mais Tarde
Listas
Like
Curtido
2:36
This video features Richard C. Wilson from the Family Office Club, sharing insights from the Beverly Hills Super Summit. He highlights key points from the event, including discussions on health's importance, AI investing, and productivity tips from billionaire Jeff Hoffman. Wilson emphasizes the value of continuous learning and invites viewers to j…
…
continue reading
1
Investor Strategy Insight on the Ultra-Wealthy: Slow is Smooth and Smooth is Fast
3:36
3:36
Mais Tarde
Mais Tarde
Listas
Like
Curtido
3:36
Hey everyone, Richard C. Wilson here from the Family Office Club in Brooklyn. We're hosting a 700-person New York City Super Summit nearby, featuring 125+ speakers, including billionaires, millionaires, pro athletes, and angel investors. The key takeaway from today? 'Slow is smooth, and smooth is fast'—a Navy SEAL mantra that resonates in the famil…
…
continue reading
1
Richard C. Wilson Opens NYC Super Summit 2024: #1 Investor Event with 400+ Investors & 120+ Speakers
17:03
17:03
Mais Tarde
Mais Tarde
Listas
Like
Curtido
17:03
Join Richard C. Wilson as he kicks off our NYC Super Summit 2024 the #1 private investor club event, featuring 400+ investors and more ultra-wealthy investors speaking on stage than any other event in the Northeast. In this video, Richard pens the event with insightful remarks. Discover valuable strategies from over 120 speakers, network with indus…
…
continue reading
1
NBA Star C.J. Watson: There Is Always Someone You Can Inspire | Pro Athlete Interview Series - EP 6
14:01
14:01
Mais Tarde
Mais Tarde
Listas
Like
Curtido
14:01
C.J. Watson is a former NBA player who played for the Golden State Warriors, Chicago Bulls, Indiana Pacers, Brooklyn Nets, and Orlando Magic. After a lucrative career as a pro athlete, he is now a published author dedicated to inspiring the next generation to achieve greatness no matter what their upbringing looks like. In this exclusive one-on-one…
…
continue reading
1
Listen To Your Gut on Partners - Run The Other Way if Something Feels Off
1:08
1:08
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:08
We had a family with a $140M+ net worth at our recent 2024 NYC Super Summit - and what they suggested was a strategy that stuck with us, which was to listen to your gut. Even if you are unsure why, if something feels off with someone who is trying to close a deal with you, then you should trust your instincts and run the other way. Maybe they are n…
…
continue reading
1
Billionaire Time Management Strategy - Don't Let Passion & Perseverance Get You Stuck in a Rut
2:52
2:52
Mais Tarde
Mais Tarde
Listas
Like
Curtido
2:52
One of the top time-management strategies learned from our 2024 NYC Super Summit actually goes against a lot of common thinking within our private investor club. A lot of people think that it is like wearing a badge of honor to see something through no matter how challenging it becomes. But what was interesting to hear from one of our billionaire s…
…
continue reading
1
Characteristics of People Who Investors Love to Allocate Capital To
4:33
4:33
Mais Tarde
Mais Tarde
Listas
Like
Curtido
4:33
Join Richard Wilson at the Family Office Club as he shares insights on the characteristics that investors love when allocating capital. Discover what it takes to be the highest quality individual in the room, drawing inspiration from Warren Buffett and other successful investors. Learn how being a class act, passionate, and joyful can attract inves…
…
continue reading
1
Mistakes You Are Making If You Are New to Working With Ultra-Wealthy Investors
8:02
8:02
Mais Tarde
Mais Tarde
Listas
Like
Curtido
8:02
It takes time, effort, and dedication in order to get on the radar with ultra-wealthy investors. That's why when you eventually do reach that pivotal stage, you avoid some of the most common mistakes that up-and-coming business owners make when working with the 0.001% of investors. They want to work with someone who they can not only trust but that…
…
continue reading
1
How to Put Together A Pitch Deck That Investors Will Love
5:42
5:42
Mais Tarde
Mais Tarde
Listas
Like
Curtido
5:42
Crafting a compelling pitch deck is crucial for attracting potential investors, but what exactly are they looking for? In this panel discussion featuring ultra-wealthy investors, we delve into the essential elements that they do - and don't - want to see. If you want to raise capital for your business, then you need to understand the art of buildin…
…
continue reading
1
Why Manufacturing, Industrial, Service Business and Real Estate Are Popular
25:36
25:36
Mais Tarde
Mais Tarde
Listas
Like
Curtido
25:36
In this insightful exploration, we delve into the compelling reasons behind the newfound popularity of age-old sectors, shedding light on the captivating trends reshaping our economic landscape. Join us as we dissect the factors driving this resurgence, from the enduring reliability of tangible assets to the growing demand for localized production …
…
continue reading
1
How to Complete Due Diligence for Different Deal Structures
3:07
3:07
Mais Tarde
Mais Tarde
Listas
Like
Curtido
3:07
In this investor panel discussion, we ask about what goes into a comprehensive guide to navigating due diligence across diverse deal structures. Whether you're delving into mergers, acquisitions, partnerships, or investments, this video offers invaluable insights and expert strategies to streamline your due diligence process. From understanding the…
…
continue reading
1
High-Yield Investment Structures: Insights from Our Investor Panel
6:14
6:14
Mais Tarde
Mais Tarde
Listas
Like
Curtido
6:14
Sophisticated investment structures often involve intricate combinations of financial instruments, legal entities, and tax strategies tailored to the needs and goals of sophisticated investors, such as high-net-worth individuals, institutions, or investment funds. This process can be complex - which is why we asked some of our investors on stage wh…
…
continue reading
1
Which Types of Deals Get Closed at A Family Office Club Conference?
6:52
6:52
Mais Tarde
Mais Tarde
Listas
Like
Curtido
6:52
From venture capital to private equity, real estate to alternative investments, our speakers share their experiences navigating diverse sectors and asset classes, shedding light on the nuanced strategies that have propelled them to success. Gain a deeper understanding of the intricacies involved in securing lucrative investment opportunities, and l…
…
continue reading
1
Don't Say 'Yes' to A Deal Just Because It Sounds Good | Pro Athlete Interview Series - EP 5
28:51
28:51
Mais Tarde
Mais Tarde
Listas
Like
Curtido
28:51
Lyle Adams is a former MLS Player turned founder and CEO of Spry - an athletics management platform. In this exclusive interview, Lyle talks about why saying 'no' strategically can elevate your professional relationships and ensure long-term success. Unlock invaluable insights on negotiation tactics and build up the confidence to make decisions tha…
…
continue reading
1
Investor Panel: Expert Strategies for Hiring and Partnering in Business
2:42
2:42
Mais Tarde
Mais Tarde
Listas
Like
Curtido
2:42
Gain priceless insights from our exclusive Investor Panel Discussion, moderated by Richard C. Wilson, as we explore the intricacies of choosing the best employees and partners for your business. In this engaging session at our Family Office Club event, our seasoned investors share their expertise in navigating the complex landscape of recruitment a…
…
continue reading
1
What Is An Assumable Loan & What Are The Advantages?
3:12
3:12
Mais Tarde
Mais Tarde
Listas
Like
Curtido
3:12
Are you aware of this special type of mortgage that allows a buyer to take over the existing mortgage on a property from the seller? If not, you should tune in and check out what our experienced investor panelists at the family office club event have to say about assumable loans, the many perks and advantages, and what the current opportunities are…
…
continue reading
1
How to Strategically Build Up Assets & Equity with Minimum Liability
7:16
7:16
Mais Tarde
Mais Tarde
Listas
Like
Curtido
7:16
In this engaging panel discussion at the family office club event, we ask our speakers on stage about building and scaling out billion-dollar balance sheets with strategic asset management and liability minimization. Our experts share invaluable insights and proven strategies for growing your wealth safely and sustainably. Watch the full talk and g…
…
continue reading
Dive deep into the strategies driving success for today's top firms as they share their competitive edge in scaling and growing faster than their peers. In this enlightening panel discussion, industry leaders reveal key insights, innovative approaches, and best practices that have propelled them to the forefront of their respective markets. Whether…
…
continue reading
1
CiCi Bellis Reveals Her Venture Capital Secrets | Pro Athlete Interview Series - Episode 4
17:14
17:14
Mais Tarde
Mais Tarde
Listas
Like
Curtido
17:14
Dive into the world of venture capital with tennis sensation Cici Bellis as she unveils her exclusive secrets to entrepreneurial success. In this insightful interview from our Pro Athlete Interview Series, learn how CiCi leverages her expertise on and off the court to navigate the competitive landscape of venture capital, offering invaluable insigh…
…
continue reading
1
How to Win Over Ultra-Wealthy Private Investors by Building Credibility
8:00
8:00
Mais Tarde
Mais Tarde
Listas
Like
Curtido
8:00
Building trust and credibility is crucial when it comes to working with large family offices and private investors. In this exclusive panel discussion at our family office club event, we ask our speakers about their proven strategies and actionable insights. From crafting compelling narratives to showcasing expertise and reliability, you will learn…
…
continue reading
1
Unleashing the Potential: Mastering the Capacity and Bandwidth Balance in Family Office Services
24:22
24:22
Mais Tarde
Mais Tarde
Listas
Like
Curtido
24:22
In this episode of the Family Office Success Podcast, host Christi Van Rite explores the distinction between capacity and bandwidth within family office services. She emphasizes the importance of understanding and managing both to ensure high-quality service delivery to affluent families. Capacity is defined as the firm's potential to serve clients…
…
continue reading
1
Investors' Expert Strategies for Adapting to Real Estate Market Changes
11:49
11:49
Mais Tarde
Mais Tarde
Listas
Like
Curtido
11:49
In this insightful video, seasoned investors offer invaluable perspectives and strategies for navigating the ever-changing real estate landscape. As markets evolve and new trends emerge, staying ahead is crucial. Join us as we explore the nuances of the new real estate reality, uncovering key insights that will empower you to make informed decision…
…
continue reading