Family Office Podcast - Private Investor & Investment Insights
Direct download: 8741675-your-investment-structure-matters-more-than-strategy.mp3
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Direct download: 8703334-how-to-instantly-build-investor-rapport.mp3
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Direct download: 8675691-interview-on-solar-tax-credits-for-investments-in-renewable-energy.mp3
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Direct download: 8664431-the-4-components-of-long-term-influence.mp3
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Direct download: 8647271-importance-of-influence-persuasion.mp3
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Direct download: 8607833-focus-on-a-high-value-small-niche.mp3
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Direct download: 8588852-generic-v-s-specific-positioning.mp3
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Direct download: 8566220-what-is-an-investor-avatar.mp3
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Direct download: 8495631-data-room-construction-infrastructure.mp3
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Direct download: 8480542-the-6-c-s-of-character-analysis.mp3
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Direct download: 8472352-social-media-due-diligence.mp3
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Direct download: 8452894-crowdsourcing-due-diligence.mp3
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Tax Interview with Thomas J. Handler, J.D., P.C. of Handler Thayer, LLP

Direct download: 8437691-tax-planning-privacy-attorney-vs-cpa-client-privilege.mp3
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Direct download: 8424449-benefits-of-closing-deals-using-a-master-due-diligence-questionnaire.mp3
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Direct download: 8381149-should-you-do-due-diligence-on-investors.mp3
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Direct download: 8367979-how-much-does-intuition-and-experience-play-a-role-in-due-diligence.mp3
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Interview with Josh McCallen

Commercial Real Estate Investments, Wedding Venue Investor, Resort Investor, CRE Investing, Niche Investments

Direct download: 8321413-investing-in-resorts-with-wedding-venues-strategy-review-interview.mp3
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Keywords: Due Diligence, Business Competitors, Full Disclosure, Know your competition, direct competitors, indirect competitors.

Direct download: 8290532-unique-investment-offering-positions.mp3
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Richard C. Wilson of the Family Office Club discusses the importance of owning your mistakes early on to build trust in an investment relationship.

Keywords: Investors, Due Diligence, Bad Investments, Investment Losses, Investment Mistakes, Honesty, Deal, Transparency

Direct download: 8275402-earning-trust-by-being-transparent-on-bad-investments.mp3
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Richard C. Wilson of the Family Office Club discusses easily avoidable mistakes you can make when preparing to look for Investment.

Keywords: Investors, Investments, Top 5 Investment Mistakes, Top five Investment Mistakes, Capital Raising Mistakes, Due Diligence, Prepared, Investment Homework, Investment Research.

Direct download: 8263051-top-5-100k-mistakes-to-avoid.mp3
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Richard C. Wilson of the Family Office Club interviews Tom Wheelwright on converting active income to passive income.

A Tax Interview with Tom Wheelwright

Keywords: Tax, Tax Strategies, Tax Expert, Business Tax Expert, Investment Tax Expert, Tom Wheelwright Author, Tom Wheelwright Books


Direct download: 8243900-due-diligence-on-you-is-half-over-already.mp3
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Direct download: 8217791-a-strategy-to-move-past-1b-gorilla-competitors.mp3
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Direct download: 8206428-investment-deal-nuances-maximum-alignment-maximum-momentum.mp3
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Direct download: 8173234-influencing-yourself.mp3
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Direct download: 8162449-self-insured-medical-expense-reimbursement-plans.mp3
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Direct download: 8147636-influence-and-persuasion.mp3
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Direct download: 8129949-identifying-your-sandbox.mp3
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Direct download: 8115708-investor-lead-gen.mp3
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Direct download: 8102694-qualified-small-business-stock-tax-protected-investments.mp3
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Direct download: 8085942-r-d-tax-credits-for-manufacturing-software-companies.mp3
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Direct download: 8035723-real-estate-investment-tax-strategies.mp3
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Direct download: 8023593-529-plans-what-every-investor-needs-to-know.mp3
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Direct download: 8010197-4-insights-after-closing-on-over-50-investments.mp3
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Direct download: 7969123-raising-capital-from-single-family-offices-ultra-wealthy-investors.mp3
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Direct download: 7887973-navigating-the-three-trust-curves.mp3
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Direct download: 7834828-online-private-investor-club-for-income-and-tax-efficient-investments.mp3
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Direct download: 7788364-3-strategies-for-success.mp3
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Direct download: 7764724-importance-of-value-add-printed-material-mailing.mp3
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Direct download: 7699321-family-office-tax-structures.mp3
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Richard interviews a Family Office Club member during a recent Workshop.

Direct download: 7630660-interview-with-a-member-on-raising-over-100m.mp3
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Richard Wilson interviews tax expert Laura Theiss of  SingerLewak.

Direct download: 7560472-tax-interview-what-is-qbi-laura-theiss.mp3
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Family Office Club CEO Richard Wilson outlines 14 current investor mandates from our club.

Direct download: 7503979-14-current-investor-mandates-from-our-club.mp3
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Family Office Club CEO Richard Wilson discusses tax strategies for 2021.

Direct download: 7258087-tax-strategies-to-explore-for-2021.mp3
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Richard C. Wilson talks about the value of character in the investment world.

Direct download: 6985528-character-is-fate-in-the-private-investor-world.mp3
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Richard Wilson recaps the 7th annual Family Office Club Super Summit.

Direct download: 6954941-8-insights-from-54-investors-on-stage-over-2-days.mp3
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A short overview of deals we've closed during the global pandemic.

Direct download: 6801541-15-pandemic-investments-closed-5-quick-insights.mp3
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Connect with over 50 investors on stage over 2 days at the 7th annual Family Office Club Super Summit.

Register Now:
https://familyoffices.com/super

Direct download: 6663128-super-summit-2020-family-office-club.mp3
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Direct download: 6516685-member-spotlight-interview-with-frank-smollon-from-gnl-talcahuano.mp3
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Direct download: 6369724-investment-club-best-practices.mp3
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Direct download: 6361678-3-ways-we-have-been-closing-more-deals.mp3
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Direct download: 4802237-member-spotlight-interview-with-bill-kimberlin-from-reveal-networks.mp3
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Direct download: 5879152-member-spotlight-interview-with-cameron-sheehan-from-addepar.mp3
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Direct download: 5588191-member-spotlight-interview-with-richard-berenson-from-thermalin-inc.mp3
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Direct download: 5442082-member-spotlight-interview-with-leonard-d-way-from-the-beach-company.mp3
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Direct download: 5189887-member-spotlight-interview-with-taylor-woods-from-urban-commons.mp3
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Direct download: 5189551-pitching-investors-via-email-strategies-live-feedback-and-examples.mp3
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Direct download: 5188798-member-spotlight-interview-with-jean-meyer-from-mainstar-trust.mp3
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Direct download: 4999082-community-bank-ceo-sba-lender-interview.mp3
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Direct download: 4938311-early-seed-stage-saas-company-investor-mandate-interview.mp3
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Direct download: 4869341-mexico-city-multi-family-office-investor-mandate-interview.mp3
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Direct download: 4847705-military-veteran-owned-small-business-investor-mandate-interview.mp3
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Direct download: 4838093-life-sciences-single-family-office-private-investor-mandate-interview.mp3
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Direct download: 4864727-monday-mandate-08-03.mp3
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Direct download: 4802585-member-spotlight-interview-with-ed-carles-from-cyvergenics-alliance.mp3
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Direct download: 4712273-re-insurance-company-institutional-investor-mandate-interview.mp3
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Direct download: 4608980-direct-private-equity-investments-investor-mandate-interview.mp3
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Direct download: 4609895-monday-mandate-07-20.mp3
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Brandon Schwab founded BoutiqueSeniorLivingFund.com after 5 years of operating Shepherd Premier Senior Living, a boutique senior living style homes with 10-16 assisted living beds per home. He realized the biggest limiting factor to helping more seniors and expansion is access to capital. Brandon Schwab has been an entrepreneur since he was 15 (now 38) with 4 years of real estate wholesaling and built rental portfolio of 23 homes from 2010 to 2014. After visiting father in law in near Tampa FL playing the piano in a 5 bed senior living Shepherd Premier Senior Living was created. Now today Shepherd has 5 boutique senior living homes with 58 beds and plans to develop 144 ground up beds in Huntley, IL. BoutiqueSeniorLivingFund.com was born out of necessity when our ground up construction financial pulled out on our 144 bed development due to COVID with March 15th closing. Boutique Senior Living Fund is a $25M fund specifically designed to provide needed capital initially complete the 144 bed assisted living project then funds will borrowed out to open an additional 83 Boutique Senior Living homes throughout the Midwest. 


Direct download: 4475789-global-small-business-private-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT



Simplifyy, Simplifyy is the first modern approach to multifamily property management. By combining people and software in one easy solution, we eliminate waste and help owners make more and stress less, guaranteed

Paul is a serial real estate entrepreneur with over a decade of experience. Having syndicated 4,000 apartment units, Paul's expertise in real estate investing spans from fundraising to property management. Paul co-founded Simplifyy, a modern approach to property management, to help owners make more and stress less.

Direct download: 4518353-member-spotlight-interview-with-paul-worceste-from-simplifyy.mp3
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Direct download: 4432637-taking-a-business-public-ipo-investor-mandate-interview.mp3
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Direct download: 4417586-hnw-wealth-management-firm-investor-mandate-interview-chicago.mp3
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