Mon, 3 May 2021
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
Category: -- posted at: 5:00pm EDT |
Fri, 30 April 2021
Tax Interview with Thomas J. Handler, J.D., P.C. of Handler Thayer, LLP
Direct download: 8424449-benefits-of-closing-deals-using-a-master-due-diligence-questionnaire.mp3
Category: -- posted at: 8:00pm EDT |
Wed, 28 April 2021
Direct download: 8381149-should-you-do-due-diligence-on-investors.mp3
Category: -- posted at: 6:00pm EDT |
Wed, 21 April 2021
Direct download: 8367979-how-much-does-intuition-and-experience-play-a-role-in-due-diligence.mp3
Category: -- posted at: 9:00pm EDT |
Tue, 20 April 2021
Direct download: 8322210-member-spotlight-interview-with-pieter-taselaar-from-lucerne-capital-management.mp3
Category: -- posted at: 1:00am EDT |
Wed, 14 April 2021
Interview with Josh McCallen
Direct download: 8321413-investing-in-resorts-with-wedding-venues-strategy-review-interview.mp3
Category: -- posted at: 10:00am EDT |
Mon, 12 April 2021
Interview with Josh McCallen
Direct download: 8290532-unique-investment-offering-positions.mp3
Category: -- posted at: 3:00pm EDT |
Wed, 7 April 2021
Keywords: Due Diligence, Business Competitors, Full Disclosure, Know your competition, direct competitors, indirect competitors.
Direct download: 8275402-earning-trust-by-being-transparent-on-bad-investments.mp3
Category: -- posted at: 2:00pm EDT |
Mon, 5 April 2021
Richard C. Wilson of the Family Office Club discusses the importance of owning your mistakes early on to build trust in an investment relationship. |
Fri, 2 April 2021
Richard C. Wilson of the Family Office Club discusses easily avoidable mistakes you can make when preparing to look for Investment.
Direct download: 8257629-a-strategy-to-convert-active-income-to-passive-income-a-tax-interview-with-tom-wheelwright.mp3
Category: -- posted at: 5:00pm EDT |
Thu, 1 April 2021
Richard C. Wilson of the Family Office Club interviews Tom Wheelwright on converting active income to passive income.
Direct download: 8243900-due-diligence-on-you-is-half-over-already.mp3
Category: -- posted at: 7:00pm EDT |
Tue, 30 March 2021
Direct download: 8217791-a-strategy-to-move-past-1b-gorilla-competitors.mp3
Category: -- posted at: 8:00pm EDT |
Fri, 26 March 2021
Direct download: 8206428-investment-deal-nuances-maximum-alignment-maximum-momentum.mp3
Category: -- posted at: 2:00pm EDT |
Wed, 24 March 2021
Direct download: 8190631-expert-interview-with-an-investigative-due-diligence-services-firm-doing-2-000-reports-a-month.mp3
Category: -- posted at: 8:00pm EDT |
Mon, 22 March 2021
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Fri, 19 March 2021
Direct download: 8162449-self-insured-medical-expense-reimbursement-plans.mp3
Category: -- posted at: 1:00pm EDT |
Wed, 17 March 2021
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Mon, 15 March 2021
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Fri, 12 March 2021
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Wed, 10 March 2021
Direct download: 8102694-qualified-small-business-stock-tax-protected-investments.mp3
Category: -- posted at: 12:00pm EDT |
Mon, 8 March 2021
Direct download: 8085942-r-d-tax-credits-for-manufacturing-software-companies.mp3
Category: -- posted at: 5:00pm EDT |
Fri, 5 March 2021
Direct download: 8070945-self-directed-ira-accounts-how-to-invest-tax-free-directly-into-private-equity-real-estate-deals.mp3
Category: -- posted at: 7:00pm EDT |
Wed, 3 March 2021
Direct download: 8056475-private-placement-life-insurance-ppli-wrapper-strategy-for-direct-investment-tax-efficiency.mp3
Category: -- posted at: 5:00pm EDT |
Mon, 1 March 2021
Direct download: 8035723-real-estate-investment-tax-strategies.mp3
Category: -- posted at: 7:00pm EDT |
Fri, 26 February 2021
Direct download: 8023593-529-plans-what-every-investor-needs-to-know.mp3
Category: -- posted at: 1:00pm EDT |
Wed, 24 February 2021
Direct download: 8010197-4-insights-after-closing-on-over-50-investments.mp3
Category: -- posted at: 3:00pm EDT |
Mon, 22 February 2021
Direct download: 7969123-raising-capital-from-single-family-offices-ultra-wealthy-investors.mp3
Category: -- posted at: 7:00pm EDT |
Fri, 19 February 2021
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Mon, 15 February 2021
Direct download: 7834828-online-private-investor-club-for-income-and-tax-efficient-investments.mp3
Category: -- posted at: 5:00pm EDT |
Fri, 12 February 2021
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Wed, 10 February 2021
Direct download: 7764724-importance-of-value-add-printed-material-mailing.mp3
Category: -- posted at: 12:00pm EDT |
Tue, 9 February 2021
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Fri, 5 February 2021
Direct download: 7564597-member-spotlight-interview-with-toby-loftin-from-bp-capital-fund-advisors-llc.mp3
Category: -- posted at: 2:00pm EDT |
Wed, 3 February 2021
Richard interviews a Family Office Club member during a recent Workshop.
Direct download: 7630660-interview-with-a-member-on-raising-over-100m.mp3
Category: -- posted at: 9:00am EDT |
Tue, 2 February 2021
Richard interviews a Family Office Club member during a recent Workshop.
Direct download: 7560472-tax-interview-what-is-qbi-laura-theiss.mp3
Category: -- posted at: 10:00am EDT |
Fri, 29 January 2021
Richard Wilson interviews tax expert Laura Theiss of SingerLewak.
Direct download: 7503979-14-current-investor-mandates-from-our-club.mp3
Category: -- posted at: 12:00pm EDT |
Tue, 26 January 2021
Family Office Club CEO Richard Wilson outlines 14 current investor mandates from our club.
Direct download: 7474138-member-spotlight-interview-with-william-atha-from-morgan-stanley-wealth-management.mp3
Category: -- posted at: 5:00pm EDT |
Mon, 25 January 2021
Family Office Club CEO Richard Wilson discusses tax strategies for 2021. |
Tue, 12 January 2021
Family Office Club CEO Richard Wilson discusses tax strategies for 2021.
Direct download: 6985528-character-is-fate-in-the-private-investor-world.mp3
Category: -- posted at: 12:00pm EDT |
Wed, 23 December 2020
Richard C. Wilson talks about the value of character in the investment world.
Direct download: 6954941-8-insights-from-54-investors-on-stage-over-2-days.mp3
Category: -- posted at: 11:00am EDT |
Mon, 21 December 2020
Richard Wilson recaps the 7th annual Family Office Club Super Summit.
Direct download: 6801541-15-pandemic-investments-closed-5-quick-insights.mp3
Category: -- posted at: 3:00pm EDT |
Fri, 11 December 2020
A short overview of deals we've closed during the global pandemic.
Direct download: 6663128-super-summit-2020-family-office-club.mp3
Category: -- posted at: 10:00am EDT |
Wed, 2 December 2020
Connect with over 50 investors on stage over 2 days at the 7th annual Family Office Club Super Summit. |
Mon, 23 November 2020
Direct download: 6516685-member-spotlight-interview-with-frank-smollon-from-gnl-talcahuano.mp3
Category: -- posted at: 2:00pm EDT |
Sat, 14 November 2020
Direct download: 6361678-3-ways-we-have-been-closing-more-deals.mp3
Category: -- posted at: 10:00am EDT |
Fri, 13 November 2020
Direct download: 4802237-member-spotlight-interview-with-bill-kimberlin-from-reveal-networks.mp3
Category: -- posted at: 2:00pm EDT |
Wed, 4 November 2020
Direct download: 6072109-member-spotlight-interview-with-steve-cannon-from-cannon-investment-real-estate-services.mp3
Category: -- posted at: 2:00pm EDT |
Mon, 26 October 2020
Direct download: 5879152-member-spotlight-interview-with-cameron-sheehan-from-addepar.mp3
Category: -- posted at: 2:00pm EDT |
Tue, 13 October 2020
Direct download: 5661307-member-spotlight-interview-with-jennifer-joyce-wesley-yates-from-crei-amplified.mp3
Category: -- posted at: 2:00pm EDT |
Tue, 29 September 2020
Direct download: 5588191-member-spotlight-interview-with-richard-berenson-from-thermalin-inc.mp3
Category: -- posted at: 2:00pm EDT |
Thu, 24 September 2020
Direct download: 5503108-member-spotlight-interview-with-mike-brumagin-from-battle-monument-group.mp3
Category: -- posted at: 12:00pm EDT |
Fri, 18 September 2020
Direct download: 5475142-member-spotlight-interview-with-stephen-luongo-from-air-asset-management.mp3
Category: -- posted at: 3:00pm EDT |
Wed, 16 September 2020
Direct download: 5442082-member-spotlight-interview-with-leonard-d-way-from-the-beach-company.mp3
Category: -- posted at: 7:00pm EDT |
Mon, 14 September 2020
Direct download: 5297971-alternative-investment-real-estate-and-private-equity-ria-investor-mandate-interview.mp3
Category: -- posted at: 8:00pm EDT |
Mon, 14 September 2020
Direct download: 5442889-member-spotlight-interview-with-stephen-luongo-from-air-asset-management.mp3
Category: -- posted at: 8:00pm EDT |
Fri, 4 September 2020
Direct download: 5194780-investor-discussion-panel-technology-investor-mandates-feedback-from-investors-on-where-tech-allocations-are-going-now.mp3
Category: -- posted at: 12:00pm EDT |
Fri, 28 August 2020
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Direct download: 5189551-pitching-investors-via-email-strategies-live-feedback-and-examples.mp3
Category: -- posted at: 10:00pm EDT |
Fri, 28 August 2020
Direct download: 5189887-member-spotlight-interview-with-taylor-woods-from-urban-commons.mp3
Category: -- posted at: 2:00pm EDT |
Fri, 28 August 2020
Direct download: 5189638-member-spotlight-interview-with-kristin-luck-from-scalehouse-consulting.mp3
Category: -- posted at: 2:00pm EDT |
Fri, 28 August 2020
Direct download: 5189728-community-bank-commercial-real-estate-lender-in-kansas-city-investor-mandate-interview.mp3
Category: -- posted at: 2:00pm EDT |
Fri, 28 August 2020
Direct download: 5189302-investor-discussion-panel-insights-strategies-from-successful-investment-professionals-who-have-raised-10m-each.mp3
Category: -- posted at: 2:00pm EDT |
Fri, 28 August 2020
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Direct download: 5188798-member-spotlight-interview-with-jean-meyer-from-mainstar-trust.mp3
Category: -- posted at: 1:00pm EDT |
Fri, 28 August 2020
Direct download: 4999082-community-bank-ceo-sba-lender-interview.mp3
Category: -- posted at: 12:00pm EDT |
Fri, 21 August 2020
Direct download: 4966751-healthcare-telemedicine-distressed-real-estate-single-family-office-investor-mandate-interview.mp3
Category: -- posted at: 12:00am EDT |
Wed, 19 August 2020
Direct download: 4938311-early-seed-stage-saas-company-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT |
Mon, 17 August 2020
Direct download: 4900361-video-game-egaming-entertainment-and-consumer-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT |
Fri, 7 August 2020
Direct download: 4869341-mexico-city-multi-family-office-investor-mandate-interview.mp3
Category: -- posted at: 2:00pm EDT |
Wed, 5 August 2020
Direct download: 4847705-military-veteran-owned-small-business-investor-mandate-interview.mp3
Category: -- posted at: 5:00pm EDT |
Tue, 4 August 2020
Direct download: 4838093-life-sciences-single-family-office-private-investor-mandate-interview.mp3
Category: -- posted at: 12:00pm EDT |
Mon, 3 August 2020
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Mon, 3 August 2020
Direct download: 4802585-member-spotlight-interview-with-ed-carles-from-cyvergenics-alliance.mp3
Category: -- posted at: 11:00am EDT |
Fri, 31 July 2020
Direct download: 4797269-member-spotlight-interview-with-michael-flight-from-liberty-real-estate-fund.mp3
Category: -- posted at: 8:00pm EDT |
Fri, 31 July 2020
Direct download: 4786823-special-purpose-acquisition-vehicle-spac-investment-firm-investor-mandate-interview.mp3
Category: -- posted at: 12:00pm EDT |
Fri, 31 July 2020
Direct download: 4753832-chicago-based-angel-investor-association-head-private-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT |
Wed, 29 July 2020
Direct download: 4712273-re-insurance-company-institutional-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT |
Tue, 28 July 2020
Direct download: 4712054-publicly-traded-spac-focused-on-education-training-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT |
Mon, 27 July 2020
Direct download: 4609811-publicly-traded-cannabis-cbd-cultivation-retail-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT |
Fri, 24 July 2020
Direct download: 4609349-future-of-work-technology-investing-hr-investments-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT |
Wed, 22 July 2020
Direct download: 4608980-direct-private-equity-investments-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT |
Tue, 21 July 2020
Direct download: 4476302-silicon-valley-angel-investment-club-for-startups-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT |
Mon, 20 July 2020
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Mon, 20 July 2020
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: 4609748-member-spotlight-interview-with-brandon-schwab-from-shepherd-premier-senior-living.mp3
Category: -- posted at: 7:00am EDT |
Fri, 17 July 2020
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: 2:00pm EDT |
Fri, 17 July 2020
Direct download: 4587149-member-spotlight-interview-with-robert-h-hutchins-from-ellavoz-impact-capital.mp3
Category: -- posted at: 9:00am EDT |
Wed, 15 July 2020
Direct download: 4474952-multifamily-office-wealth-management-firm-investor-mandate-interview-toronto-canada.mp3
Category: -- posted at: 9:00pm EDT |
Wed, 15 July 2020
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
Direct download: 4518353-member-spotlight-interview-with-paul-worceste-from-simplifyy.mp3
Category: -- posted at: 9:00am EDT |
Fri, 10 July 2020
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
Direct download: 4432637-taking-a-business-public-ipo-investor-mandate-interview.mp3
Category: -- posted at: 2:00pm EDT |
Mon, 6 July 2020
Direct download: 4417586-hnw-wealth-management-firm-investor-mandate-interview-chicago.mp3
Category: -- posted at: 9:00am EDT |
Thu, 2 July 2020
Direct download: 4333283-global-solar-wind-and-renewable-energy-investor-mandate-interview.mp3
Category: -- posted at: 4:00pm EDT |
Wed, 1 July 2020
Direct download: 4331789-hnw-private-investor-mandate-interview-investing-in-direct-deals-real-estate-small-businesses.mp3
Category: -- posted at: 9:00am EDT |
Mon, 29 June 2020
Direct download: 4322429-real-estate-equity-debt-co-gp-investment-mandate-interview.mp3
Category: -- posted at: 9:00am EDT |
Fri, 26 June 2020
Direct download: 4305011-1b-multifamily-office-serving-centimillionaire-clients-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT |
Thu, 25 June 2020
Direct download: 4274435-single-family-office-direct-investment-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT |
Mon, 22 June 2020
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Mon, 22 June 2020
Software inventor and entrepreneur, with innovations cited in nearly 4,000 patents.
Direct download: 4148948-hnw-private-investor-mandate-interview-operating-businesses-healthcare-pet-products.mp3
Category: -- posted at: 8:00am EDT |
Mon, 22 June 2020
Mr. Lyons is a 37-year veteran of the mortgage banking and real estate industries and has founded, built, and sold several mortgage banking platforms. In his 37-year career, Mr. Lyons has been an initial investor and owner of a commercial bank, a title company, a consumer finance company, a mortgage bank, and has sponsored numerous residential and commercial real estate ventures. Most recently, Mr. Lyons co-founded LYNK Capital, a Private Equity Fund that provides capital to real estate investors, builders and developers. Mr. Lyons is a resident of Florida and Maryland. He is also the author of Be The Bank, a book about increasing wealth through investing.
Direct download: 4269611-member-spotlight-interview-with-cormac-kinney-from-diamond-standard-co.mp3
Category: -- posted at: 8:00am EDT |
Mon, 22 June 2020
Mr. Lyons is a 37-year veteran of the mortgage banking and real estate industries and has founded, built, and sold several mortgage banking platforms. In his 37-year career, Mr. Lyons has been an initial investor and owner of a commercial bank, a title company, a consumer finance company, a mortgage bank, and has sponsored numerous residential and commercial real estate ventures. Most recently, Mr. Lyons co-founded LYNK Capital, a Private Equity Fund that provides capital to real estate investors, builders and developers. Mr. Lyons is a resident of Florida and Maryland. He is also the author of Be The Bank, a book about increasing wealth through investing.
Direct download: 4269557-member-spotlight-interview-with-benjamin-lyons-from-lynk-capital-llc.mp3
Category: -- posted at: 8:00am EDT |
Thu, 18 June 2020
Direct download: 4134308-debt-fine-art-and-collateralize-d-investments-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT |
Wed, 17 June 2020
Direct download: 4095590-ultra-wealthy-private-investor-merchant-bank-mandate-interview.mp3
Category: -- posted at: 9:00am EDT |
Tue, 16 June 2020
Direct download: 4057679-small-business-yield-investor-recently-liquid-private-investor-mandate-interview.mp3
Category: -- posted at: 9:00am EDT |