Family Office Podcast: Private Investor Interviews, Discussion Panels, and Investment Strategies Related to Lending, Commercial Real Estate, Income, Alternative Investments
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Richard C. Wilson explains what he calls wealth shrapnel. Basically, you know what is negative about being ultrawealthy? A lot of people see ultrawealthy as someone who has a private jet, has many houses, and more money than they know what to do with. Perhaps, is making investments all the time. But I don't see all the negative things that come with it. You know, I have one client who's worth several $100 million who has been blackmailed 12 times. I have people that are clients who are threatened by employees. That if they don't do something like give them a big severance or agree to something in a settlement that them and three others will claim that that person did something to them and ruin the reputation,  essentially. People who are ultrawealthy are typically the ones who are sued the most. The regulators come after them. They're on everybody's radar. If you're in some countries, it's whose assets get confiscated or who has new laws created, to basically take away their assets or take away their market share. Many times, it's the ultra-wealthy who are targeted for kind of silly lawsuits over slip and falls, and it happens much more often than most people probably know about. 

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We have 58 current clients. Who altogether are worth well over a $1 Billion. We advise on a couple of 100 million of the portions of their assets related to direct investments. I have been making big progress on virtual family office infrastructure, lately. Helping with getting a family office, quality CFO and all the accounting infrastructure. It needs to go in a place and having that be kind of plug and play ready for clients.  Also having the direct investment components. Helping them with a strategy on that, figuring out when they start their family office, what their strike zone should be or I formalize it. What direct investments should they be doing in-house versus outsourcing to a best in class provider? Then on top of that, figuring out who should be doing the traditional wealth management private banking work. We don't do that component internally, but we now have agreements signed in place with several wealth advisors and multi-family offices who, depending on your location, or whether you're a dentist, or a doctor or a business owner caters to your needs and industry.


Investor Mandate interview with a Central European Family Office. Our investor explains his focus on alternative investments, diversification and what attracts his family office to intercontinental deals. 

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Richard C. Wilson interviews a Florida-based Private investor on what are his strategies in investing. How he chooses to invest in his industry, real estate, etc as he also shares his $100,000 idea. He notes what his thoughts are on the current financial climate and how he sees the impact in his investments and advice to others on how to tackles these obstacles. 

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Richard Wilson, from Centimillionaire Advisors, LLC and our investor portal http://PrivateEquity.com - and I wanted to record a quick video on life settlements. 

This is a strategy that I like because it acts differently in my client's portfolios and other things that does not track to the real estate market. It does not track, typically to the stock market or interest rates, or whoever the current president is fighting a trade war or some political front with somebody else or an election coming up. It is a life insurance fund. It's a life insurance industry investment vehicle where you're getting exposure. Typically, the hundreds if not,1000 plus policies. And really, what impacts returns as if people suddenly start living a lot shorter lives or a lot longer lives? And that typically hasn't historically happened. You know, if you're watching this video soon after a record of that, that's when the Coronavirus really spreading and cities are going a lockdown. And, God forbid, the death toll actually goes very high. You know, no one wishes for that, but you know, this type of investment would actually it's probably gonna stay the same, but it might go up by half a percent or 1% because the people who have the life insurance policies that are invested in through such a strategy are the ones, typically that are, you know, in the last 5 to 7 years of their life or last few years of their life, etcetera. And that's why they need liquidity on their life insurance policy to enjoy life, get the right treatment, get access to that capital. So I don't want a Greek court a long video here explaining the whole strategy. I just want to plant the seed that the life settlements investment space is, I think always, Ah, pretty good place to be in part of your portfolio, at least a couple of percentage points. You have to maybe 5 to 7% depending on the type of investor. Or maybe it's not appropriate based on who you are. But it's pretty interesting space to look at and begin to more. If you want to learn more as an investor, you can do so by registering as a client doesn't cost anything. The onboard it takes about five minutes. Just go to Privateequity.com, fill out the short form and agreement there and we'll look you're onboarding survey and get on the phone with you shortly and we can give you access to the life settlement investment that we work with most often. Thanks for listening. And I hope, to see you at a live event soon. Take care.

Please excuse typos due to auto-transcription of this podcast.  Learn more at http://FamilyOffices.com

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Richard Wilson of the Family Office Club and Centimillionaire Advisors gives a Q1 check-in for 2020 and just share how things are going. It would be interesting to look back at this may be in one year, five years, 10 years and to share the progress made. With making $5 million in revenue in 2019, a 13-person team on Key Biscayne with a couple of team members in the Philippines, as well as one in Portugal and one in Oregon. Richard goes through the event space that hosted 25 events last year and the obstacles of attempting 30 live events this year with the current COVID-19 situation. How the situation has also pushed toward the adaptation of how to add value to charter members, investors and the deal flow channels that brings them together.  One of the solutions is the podcast, webinar and virtual panel discussions that are now being offered to members and insights given to non-members of the Family Office Club. 

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Discussion panel from the 2019 Family Office Super Summit in Key Biscayne, FL


Investor Mandate Interview Series Episode #002

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Investor Mandate Interview Series Episode #001

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