Tue, 28 April 2020
Direct download: 3525859-california-workforce-student-housing-private-investor-mandate-interview.mp3
Category: -- posted at: 11:00am EST |
Tue, 28 April 2020
Richard C. Wilson, The Family Office club CEO and founder, updating listeners on the recent mandates that the club has recorded and the industries that our new investors are looking at into opportunities in. |
Mon, 27 April 2020
Richard C. Wilson, The Family Office club CEO and founder, updating listeners on the recent mandates that the club has recorded and the industries that our new investors are looking at into opportunities in.
Direct download: 3525271-pension-funds-single-family-offices-investor-mandate-interview.mp3
Category: -- posted at: 5:00pm EST |
Mon, 27 April 2020
Direct download: 3525631-7b-multi-family-office-private-equity-fund-manager-investor-mandate-interview.mp3
Category: -- posted at: 12:00pm EST |
Mon, 27 April 2020
Direct download: 3525670-saas-healthcare-investor-mandate-interview.mp3
Category: -- posted at: 12:00pm EST |
Mon, 27 April 2020
Watch the full webinar in the members area of FamilyOffices.com
Direct download: 3524479-ultra-wealthy-investor-q-a-webinar-recording.mp3
Category: -- posted at: 12:00pm EST |
Mon, 27 April 2020
Direct download: 3477697-california-angel-seed-investor-mandate-interview.mp3
Category: -- posted at: 11:00am EST |
Mon, 27 April 2020
Watch the full webinar in the members area of FamilyOffices.com
Direct download: 3524569-venture-capital-technology-startup-investor-mandate-interview.mp3
Category: -- posted at: 11:00am EST |
Mon, 27 April 2020
Direct download: 3524587-growth-capital-tech-and-real-estate-family-office-investor-mandate.mp3
Category: -- posted at: 11:00am EST |
Thu, 23 April 2020
AIR Asset Management (“AIRAM”) is a rapidly growing hedge fund management firm based in downtown Chicago. As an SEC-Registered Investment Advisor, AIRAM provides qualified investors with unique growth opportunities in longevity-linked investments such as life settlements and annuities. Our objective as a firm is to offer attractive risk-adjusted returns that are largely uncorrelated to traditional asset classes and equity markets. AIRAM is also a strong believer in socially responsible investment strategies, and we promote these efforts through our voluntary membership in the Principles for Responsible Investment.
Direct download: 3468490-member-spotlight-interview-of-richard-beleutz-from-air-asset-management.mp3
Category: -- posted at: 12:00pm EST |
Thu, 23 April 2020
Direct download: 3477838-growth-capital-for-small-businesses-private-investor-mandate-interview.mp3
Category: -- posted at: 12:00pm EST |
Wed, 22 April 2020
AIR Asset Management (“AIRAM”) is a rapidly growing hedge fund management firm based in downtown Chicago. As an SEC-Registered Investment Advisor, AIRAM provides qualified investors with unique growth opportunities in longevity-linked investments such as life settlements and annuities. Our objective as a firm is to offer attractive risk-adjusted returns that are largely uncorrelated to traditional asset classes and equity markets. AIRAM is also a strong believer in socially responsible investment strategies, and we promote these efforts through our voluntary membership in the Principles for Responsible Investment.
Direct download: 3468457-member-spotlight-interview-of-jeff-lipschultz-from-life-investors-management-company.mp3
Category: -- posted at: 6:00pm EST |
Wed, 22 April 2020
LIMC is an Investment Advisor (Exempt status) whose primary offering is Life Settlements, an uncorrelated alternative asset class that leverages purchased life insurance policies to produce a reliable and predictable return on investment.
Direct download: 3449533-small-business-startup-private-investor-mandate-interview.mp3
Category: -- posted at: 6:00pm EST |
Tue, 21 April 2020
Richard C. Wilson interviews a Small Business and Startup Investor with their insights and mandate.
Direct download: 3438799-multifamily-value-add-apartment-building-investor-mandate-interview.mp3
Category: -- posted at: 11:00am EST |
Mon, 20 April 2020
Richard C. Interviews a Multifamily building Real Estate Investor as they share their insights and mandate.
Direct download: 3400387-silicon-valley-angel-investor-club-mandate-interview.mp3
Category: -- posted at: 8:00pm EST |
Fri, 17 April 2020
Direct download: 3399220-family-office-success-stories-and-cautionary-tales.mp3
Category: -- posted at: 2:00pm EST |
Fri, 17 April 2020
Direct download: 3392113-new-york-city-1b-multi-family-office-investor-mandate-interview-on-private-equity-real-estate-and-lending.mp3
Category: -- posted at: 12:00pm EST |
Thu, 16 April 2020
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Direct download: 3392179-1b-family-office-perspectives-hear-directly-from-some-of-the-largest-family-offices-globally.mp3
Category: -- posted at: 10:00pm EST |
Thu, 16 April 2020
Watch or Listen to the entire hour-long Investor Discussion Panel in the Members Area of FamilyOffices.com
Direct download: 3378919-investor-discussion-panel-003-top-multi-family-office-mandates-what-are-the-larger-family-office-wealth-managers-looking-for-next.mp3
Category: -- posted at: 10:00pm EST |
Wed, 15 April 2020
![]() Watch or Listen to the entire hour-long Investor Discussion Panel in the Members Area of FamilyOffices.com
Direct download: 3378931-investor-discussion-panel-004-angel-investors-clubs-how-to-navigate-the-space-best-practices-on-deal-selection.mp3
Category: -- posted at: 10:00pm EST |
Wed, 15 April 2020
![]() Watch or Listen to the entire hour-long Investor Discussion Panel in the Members Area of FamilyOffices.com
Direct download: 3378070-investor-discussion-panel-002-distressed-investment-structures-strategies.mp3
Category: -- posted at: 10:00pm EST |
Wed, 15 April 2020
Watch or Listen to the entire hour-long Investor Discussion Panel in the Members Area of FamilyOffices.com
Direct download: 3376135-growth-equity-private-investor-mandate-interview.mp3
Category: -- posted at: 9:00pm EST |
Wed, 15 April 2020
Direct download: 3375229-pandemic-investment-strategies-7-models-case-studies.mp3
Category: -- posted at: 5:00pm EST |
Wed, 15 April 2020
Direct download: 3376348-member-spotlight-interview-of-chris-loeffler-from-caliber.mp3
Category: -- posted at: 5:00pm EST |
Wed, 15 April 2020
Richard Wilson started a family office club 13 years ago and advises families, most of them over 100 million in assets, 6 million, some 20- 30 million on direct investment program development and how to start their single family office. More virtual family office. He hosts 25 live events a year. And has met over 2000 family offices in-person. That's where a lot of the insights come from, but even more so, it's listening to these families' stories and then implementing how they created their wealth in an effective way and implementing that within his own business model. Here he discusses the strategies that he has learned and developed over time.
Direct download: 3362416-18-strategies-to-become-a-more-effective-investor.mp3
Category: -- posted at: 4:00pm EST |
Tue, 14 April 2020
Richard Wilson started a family office club 13 years ago and advises families, most of them over 100 million in assets, 6 million, some 20- 30 million on direct investment program development and how to start their single family office. More virtual family office. He hosts 25 live events a year. And has met over 2000 family offices in-person. That's where a lot of the insights come from, but even more so, it's listening to these families' stories and then implementing how they created their wealth in an effective way and implementing that within his own business model. Here he discusses the strategies that he has learned and developed over time.
Direct download: 3356599-life-sciences-medical-devices-healthcare-investor-mandate-interview.mp3
Category: -- posted at: 4:00pm EST |
Tue, 14 April 2020
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Mon, 13 April 2020
Direct download: 3328276-what-is-independent-sponsor-in-the-investment-industry.mp3
Category: -- posted at: 9:00pm EST |
Mon, 13 April 2020
CEO at Ardenton Capital formerly Regimen Capital Partners.
Direct download: 3344200-member-spotlight-interview-of-james-livingstone-from-ardenton-capital.mp3
Category: -- posted at: 11:00am EST |
Sat, 11 April 2020
Direct download: 3318730-the-15-strategies-that-each-made-my-clients-100m-or-more.mp3
Category: -- posted at: 8:00pm EST |
Fri, 10 April 2020
Panel discussion from the 2019 Family Office Super Summit on real estate investors success stories here from five real estate investment firms who have raised over $20 million each. So we're going to keep this one focused on real estate and we're going to keep this focused on how these firms have been able to successfully raise capital in their respective asset classes. Please keep in mind, I do get a lot of people that come up to me and say, wow, you guys have a lot of real estate investors here. And the stats on our investors are as follows, 75% of our family offices invest in real estate. On average, it makes up about 25% of their portfolio. What that means is that on average another 75% is diversified into other niches.
Direct download: 3301603-real-estate-investor-success-stories-hear-from-5-real-estate-investment-firms-who-have-raised-over-20m-each-recently.mp3
Category: -- posted at: 6:00pm EST |
Thu, 9 April 2020
![]() Panel discussion from the 2019 Family Office Super Summit on real estate investors success stories here from five real estate investment firms who have raised over $20 million each. So we're going to keep this one focused on real estate and we're going to keep this focused on how these firms have been able to successfully raise capital in their respective asset classes. Please keep in mind, I do get a lot of people that come up to me and say, wow, you guys have a lot of real estate investors here. And the stats on our investors are as follows, 75% of our family offices invest in real estate. On average, it makes up about 25% of their portfolio. What that means is that on average another 75% is diversified into other niches.
Direct download: 3300199-plug-and-play-virtual-family-office-service.mp3
Category: -- posted at: 11:00am EST |
Thu, 9 April 2020
Richard Wilson, at the Hyatt where we are hosting our private investors summit. I'm putting together a plug and play virtual family office infrastructure solution for $200 million-plus net worth families and I'm going to be kind of beta testing this structure across maybe a dozen families that are all worth somewhere between 15 to 20 million on the low end, up to three to 400 million of net worth. If you're a family of that nature and you want to see what we're doing to make things more cookie-cutter at the start for a virtual family office or your core infrastructure is available, and then obviously we customize things to whether you have 10 LLCs or 200 or whether you have five homes and 10 businesses or one business and a lot of real estate holdings, et cetera, but to have a plug and play infrastructure is really our goal for a lot of our clients who are going forward. Do you want to learn more about that? Shoot me a quick note. It's just Richard@familyoffices.com going to learn a little bit more about us. First and then shoot me a note. Please go to Centimillionaires.com its Centimillionaires.com and you'll see some of the investor advisory work that we do there, or family offices.com you come to meet me face to face in person at one of our 32 live events a year first. So thanks for checking this out. It's Richard C. Wilson for the family office club. Talk to you soon.
Direct download: 3280354-7-strategies-to-leverage-our-investor-club-and-raise-more-capital-webinar-recording.mp3
Category: -- posted at: 9:00am EST |
Tue, 7 April 2020
Richard C. Wilson covers the ways you can be building new relationships, connect with new investors, and transform how you raise capital and source deals through our investor club.
Direct download: 3277408-cannabis-investments-spotlight-with-michael-scott-peter-dougherty.mp3
Category: -- posted at: 9:00pm EST |
Tue, 7 April 2020
Michael Scott - CHAIRMAN, CEO AND FOUNDER - Michael Scott is an entrepreneur, family man, and martial artist with a passion for life. Michael’s core values are Family, Integrity, Helping Others, Leadership, Loyalty. During Michael’s two-decade career in Wealth Management, he became one of the youngest top 1% ranked advisors at Ameriprise Financial. He put his first deal together with the executives of Ameriprise Financial in a seven-figure acquisition that became the company’s first external practice acquisition. Fast forward a handful of years and Michael is now the Founder/Owner of BAM Partners LLC an entrepreneurial holding company of 7 businesses and growing. Michael’s professional focus has now shifted to the cannabis industry. Michael’s been instrumental in bringing cannabis companies from pitch deck to nine-figure valuations with the infusion of smart capital, strategy, and purpose-driven leadership. Michael and team have developed an extensive lead in replicating “Shark Tank” in cannabis for the Boston area. Michael’s unique ability is to strategically lead and develop entrepreneurs toward their own values-based excellence. On a personal note, he’s an avid martial artist and loves to teach and train multiple disciplines such as MMA, Brazilian Jiu Jitsu, Muay Thai and Taekwondo. Michael is happily married to his wife, Kerri, and they share three kids.
Direct download: 3269578-investor-mandate-interviews-7-minute-snapshots.mp3
Category: -- posted at: 7:00pm EST |
Tue, 7 April 2020
Richard Wilson, CEO, and Founder of the Family Office Club. Who wants to let you know we're gonna be doing some investor mandate interviews. It's gonna be a new format for us. For those of you that watch a YouTube channel or listen to our podcast, I hope you find that some of the most valuable content that we put out it's gonna be one-on-one short interviews. The goal is to keep it to 7 minutes. We're interviewing investors in this format, seeing what their investor mandate is where they're based, what time, What type of firm there with what they're looking for above everything else to invest in right now and then Also, you know, what's their number one piece of advice either for other investors or those raising capital.
Direct download: 3264199-member-spotlight-interview-of-meg-epstein-from-ca-south.mp3
Category: -- posted at: 9:00am EST |
Mon, 6 April 2020
Richard C. Wilson, CEO and founder of the Family Office Club interviews one of our members, Meg Epstein from CA South Development.
Direct download: 3263782-multifamily-self-storage-senior-living-investor-mandate-interview.mp3
Category: -- posted at: 7:00pm EST |
Mon, 6 April 2020
Richard C. Wilson speaks on industry-standard investment management fees. If you are searching online for them and you're not familiar with them, I am 90% sure that you're either an investor that doesn't know what's the norm. Anyone make sure you negotiate and don't pay above-average fees. Or you're someone who is starting an investment firm, an independent sponsor firm, a real estate development firm raising capital for something, and you're not sure what the industry standard is. But it's really the wrong question to ask. The most important thing to ask is, you know, is my team industry-standard credibility? Do we have the industry-standard track record to even industry-standard or above offering?
Direct download: 3248059-standard-common-investment-management-fees-from-funds-independent-sponsors.mp3
Category: -- posted at: 6:00pm EST |
Sun, 5 April 2020
Richard C. Wilson speaks on industry-standard investment management fees. If you are searching online for them and you're not familiar with them, I am 90% sure that you're either an investor that doesn't know what's the norm. Anyone make sure you negotiate and don't pay above-average fees. Or you're someone who is starting an investment firm, an independent sponsor firm, a real estate development firm raising capital for something, and you're not sure what the industry standard is. But it's really the wrong question to ask. The most important thing to ask is, you know, is my team industry-standard credibility? Do we have the industry-standard track record to even industry-standard or above offering?
Direct download: 3248032-how-to-structure-a-virtual-family-office.mp3
Category: -- posted at: 5:00pm EST |
Sun, 5 April 2020
Richard C. Wison speaks on setting up a virtual family office and what you should be thinking instead of: "Do I need an SFO or and MFO well, I'm only worth 15 million or 25 million. I'm not a family office type individual, so I can't really consider that path." The option is to create a virtual family office. What alot of people overlook is that many people who are very experienced in dealing with $100 million+ families will still work with you at 15 to 25 million on a carved-out basis/ an ad hoc basis. When you need their help or on a unique basis, it's different than becoming a full-fledged client with him. Another thing to keep in mind is that if you want to leverage the tens of millions and overhead that private banks for wealth management firms have. You can access some of their managers that have been fully due diligence to access some of their strategies and connections by the thousands of employees and do so on an ad hoc basis.
Direct download: 3229060-retail-apartment-building-investor-mandate-interview.mp3
Category: -- posted at: 5:00pm EST |
Fri, 3 April 2020
Richard C. Wilson interviews Private Investor that focuses on Consumer Products & Amazon Companies, FinTech and BioTech/Healthcare.
Direct download: 3229291-private-investor-mandate-interview-focused-on-consumer-products-amazon-companies-fintech-and-biotech-healthcare.mp3
Category: -- posted at: 5:00pm EST |
Fri, 3 April 2020
![]() Richard C. Wilson interviews Private Investor that focuses on Consumer Products & Amazon Companies, FinTech and BioTech/Healthcare.
Direct download: 3228802-common-mistake-of-experienced-investment-advisors.mp3
Category: -- posted at: 5:00pm EST |
Fri, 3 April 2020
Richard C. Wilson, CEO, and president of the Family Office club identified the most common mistake that he has seen capital raisers make. They make the mistake of taking success with a direct investment model. Where there's no funds and turned it into fund model. The mistake is that they go to their current investors already like them, trust them and invest with them and say," Hey, would you be open to coming in my fund?" And they say, "Yes, sure", because I've already invested in four of their deals but people have not invested with before may not want to come into the fund is gonna be harder. They're trading one headache for another headache of their own pain of running around and finding the investors they need to close a deal in 6 to 8 weeks and independent sponsor model for the headache of promising a blind pool to investors within a fund model. And I would always rather to the headache is more hard work for me in the thing, which is going to really stop investors from considering a deal. I've seen people who have raised $300 million in direct investments, not be able to raise a $10 million fund. |
Thu, 2 April 2020
Richard C. Wilson's Webinar where he explains Investment Structures and strategies. Useful information for both capital raisers and investors alike.
Direct download: 3216763-leading-the-pack-how-firms-in-new-explosive-areas-of-growth-are-differentiating-and-staying-ahead-of-the-curve.mp3
Category: -- posted at: 6:00pm EST |
Thu, 2 April 2020
![]() Discussion panel from our 2019 Family Office Super Summit in Miami, FL
Direct download: 3206317-balance-sheet-strategy-and-location-real-estate-investment-components.mp3
Category: -- posted at: 4:00pm EST |
Wed, 1 April 2020
Direct download: 3206440-midwest-multi-family-office-investor-mandate-interview-on-opportunity-zones-fund-manager-investing.mp3
Category: -- posted at: 7:00pm EST |
Wed, 1 April 2020
![]() Richard C. Wilson shares his thoughts and strategies on ways that an Investor can prepare for a recession, the ups and downs of the economy and unforeseen circumstances.
Direct download: 3189610-ways-for-investors-to-prepare-for-a-recession.mp3
Category: -- posted at: 7:00pm EST |