Family Office Podcast - Private Investor & Investment Insights

In this episode of the Family Office Podcast, Richard C. Wilson sits down with Marc Silverman of Strategic Initiatives Inc. to discuss his experience with with family business governance.  In the interview they touch on family business governance best practices, solving family conflicts, and how to successfully moving from one generation to the next. 

Direct download: Family_Business_Governance.mp3
Category:Business -- posted at: 8:30am EDT

On this episode of the Family Office Podcast, Richard is joined by Jason Hartman, the Founder and CEO of Platinum Properties Investor Network, The Hartman Media Company and The Jason Hartman Foundation. Jason has been involved in several thousand real estate transactions and has owned income properties in 11 states and 17 cities. His company, Platinum Properties Investor Network, Inc. helps people achieve The American Dream of financial freedom by purchasing income property in prudent markets nationwide.

In this interview, Richard and Jason discuss real estate investing and specifically how family offices can protect themselves from costly mistakes while making investments in real estate. If you are interested in learning more about avoiding mistakes and best practices in real estate, our conference series often touches on these very important issues: http://WilsonConferences.com

Direct download: How_Family_Offices_Can_Avoid_Costly_Real_Estate_Mistakes.mp3
Category:Business -- posted at: 8:00am EDT

On this episode of the Family Office Podcast, Richard C. Wilson discusses the benefits of having great public relations at your family office, owning a keyword, why reputation matters, and more.

 

Learn more about how we work with billionaire families at http://BillionaireFamilyOffice.com

Direct download: Billionaire_Public_Relations.mp3
Category:general -- posted at: 8:00am EDT

In this episode of the Family Office Podcast, Richard C. Wilson discusses fleet management for single family offices.

To learn more about single family offices, visit http://SingleFamilyOffices.com

Direct download: Family_Office_Fleet_Management.mp3
Category:Business -- posted at: 8:00am EDT

In this episode of the Family Office Podcast, Richard C, Wilson discusses how you can master your niche to attract family offices to you. Richard discusses being unique in a meaningful way, how to stand out in a crowded industry, tightly defining your sandbox, and building your client funnel. 

If you want to get in touch with 1000's of family offices and help expand your client funnel, purchase the family office database today at http://FamilyOfficeDatabases.com

Direct download: Family_Office_Marketing_-_Be_1_Within_Your_Niche_Within_a_Niche.mp3
Category:Business -- posted at: 8:00am EDT

In this episode of the Family Office Podcast, Richard C. Wilson discusses different marketing techniques to attract family offices to you. 

If you are interested in meeting with family offices, attend one of our upcoming family office conferences http://WilsonConferences.com


In this episode of the Family Office Podcast Richard C. Wilson, Founder of the Family Office Club, joins Joe Fairless on the Best Ever Real Estate Investing Advice podcast to discuss working with billionaire family offices and what single family offices typically look for when they are making investments.

You can learn more at http://SingleFamilyOffices.com

 

Direct download: Single_Family_Office_Real_Estate_Advice.mp3
Category:Business -- posted at: 8:30am EDT

On this episode of the Family Office Podcast Richard C. Wilson, founder of the Family Office Club, gives you a unique inside view into how families of $100mm+ in AUM approach wealth management and deploy capital. 

For wealthy families, single family offices, and advisors, this will provide you with insights into how your peers are creating wealth through different, innovative strategies.

For investment bankers, funds and service providers, this presentation will be an educational guide to the different family office and UHNW investing strategies.  You will learn what these families look for in an investment—whether direct or through a third party-managed fund—and where these families differ from your other non-family office clients.

Learn more at http://FamilyOffices.com

Direct download: Centimillionaire_Investment_Strategies.mp3
Category:Business -- posted at: 4:37pm EDT

In this episode of the Family Office Podcast Richard C. Wilson, founder of the Family Office Club, discusses family office power, corruption, and ethics. To learn more about family offices and the Family Office Club, visit http://FamilyOffices.com

Direct download: All_Family_Offices_are_Corrupt.mp3
Category:Business -- posted at: 8:30am EDT

In this episode of the Family Office Podcast Richard C. Wilson, founder of the Family Office Club, discusses the three most important phases required to start a new single family office. To learn more about single family offices, visit SingleFamilyOffices.com

Direct download: Three_Phases_of_Setting_Up_a_new_Single_Family_Office.mp3
Category:Finance -- posted at: 8:30am EDT

In this episode of the Family Office Podcast Richard C. Wilson, founder of the Family Office Club, discusses how family offices can be smart with their money and not just sit on their capital. Learn more about family offices at http://FamilyOffices.com

Direct download: Smart_Family_Office_Money.mp3
Category:Business -- posted at: 8:30am EDT

In this episode of the Family Office Podcast Richard C. Wilson, founder of the Family Office Club, discusses why those with over $100 million in net worth need to form a single family office to protect and help grow their wealth. To learn more about single family offices, visit SingleFamilyOffices.com

Direct download: Why_Centimillionaires_Need_Single_Family_Offices.mp3
Category:Business -- posted at: 8:30am EDT

In this episode of the Family Office Podcast, Richard C. Wilson is on radio show Fried on Business. Richard sits down with the host Jim Fried and talks about his experience with family offices and how he was able to establish his presence in the family office industry.

Learn more at http://SingleFamilyOffices.com 

Direct download: Centimillionaire_Investment_Strategies_Radio_Interview.mp3
Category:Business -- posted at: 8:30am EDT

http://FamilyOffices.com/Super - The #1 largest family office conference of 2015, our 2-Day Family Office Super Summit this year in Miami features 60+ speakers, a day dedicated to $1B+ family offices, dozens of single family offices, and hundreds of delegates. Learn more by visiting http://FamilyOffices.com/Super

Direct download: Family_Office_Conference.mp3
Category:general -- posted at: 5:43pm EDT

In this episode of the Family Office Podcast Rich C. Wilson, founder and CEO of the Family Office Club, discusses tree lessons learned from running a single family office.

Direct download: Three_Lessons_Learned_from_Running_a_Single_Family_Office.mp3
Category:Business -- posted at: 8:30am EDT

In this episode of the Family Office Podcast Richard C. Wilson, founder of the Family Office Club, discusses the most popular real estate family offices invest in, real estate investment structures, what a family office considers before investing in real estate, and mistakes family offices make in real estate investing.

Family offices own billions of dollars in real estate–whether directly through personal holdings or indirectly through real estate investments and fund allocations.  Given the buying power that family offices represent in real estate, it is worth devoting time to understanding the unique factors that drive a family office’s real estate activities and what family offices look for in a real estate investment.  In this live webinar, we will examine real estate as an asset class, what criteria families often apply when evaluating these investments, and what types of real estate are attracting family office capital today, from multi-family to boutique hotels.

To learn more about family offices, become a charter member in the largest family office association in the work, The Family Office Club: http://FamilyOffices.com/Association

 

 

Direct download: Family_Office_Real_Estate.mp3
Category:Education -- posted at: 8:30am EDT

In this episode of the Family Office Podcast Richard C. Wilson, founder of the Family Office Club, provides you three lessons from a $125 million wealth creation story. 

Direct download: Three_Lessons_from_a_125M_Wealth_Creation_Story.mp3
Category:Finance -- posted at: 8:30am EDT

In this episode of the Family Office Podcast, Richard C. Wilson presents to a local Miami Financial Planning Association chapter on Family Offices.

To learn more about family offices, become a charter member in the Family Office Club, the largest family office association in the world: http://FamilyOffices.com/Association

Direct download: FPA_Family_Office_Speaker.mp3
Category:Education -- posted at: 8:00am EDT

In this episode of the Family Office Podcast, Richard C. Wilson discusses three types of billionaire family offices.

Direct download: Three_Types_of_Billionaire_Family_Offices.mp3
Category:Business -- posted at: 8:30am EDT

In this episode of the Family Office Podcast Richard C. Wilson, founder of the Family Office Club, discusses the top three real estate investing mistakes and how you can avoid making them in your business.

At our family office conferences, we often discuss the real estate industry and have many top real estate investors. Learn more at WilsonConferences.com

Direct download: Top_3_Real_Estate_Investing_Mistakes.mp3
Category:Business -- posted at: 3:07pm EDT

In this episode of the Family Office Podcast, Richard C. Wilson talks with Mary Starkey from Starkey International Institute. In this interview Richard talks about a few different ways to serve billionaire families. Topics that come up in this interview are estate management, household management, and how to lower the level of chaos billionaire families are experiencing. 

To learn more about family offices visit http://FamilyOffices.com

Direct download: Serving_Billiionaires.mp3
Category:Business -- posted at: 5:21pm EDT

In this episode of the Family Office Podcast, Richard C. Wilson gives you tips on how to build your board of advisory counsel for your Family Office.

If you are looking to add members to your family office we can help, learn more at FamilyOfficeExecutiveSearch.com

Direct download: Family_Office_Board_of_Advisors_Tips.mp3
Category:Educational -- posted at: 4:01pm EDT

On this episode of the Family Office Podcast, Richard C. Wilson speaks with Michael Panich, Vice President with Dylan Investments, a real estate focused family office. 

Direct download: Michael_Panich_Family_Office_Real_Estate_Investing.mp3
Category:Finance -- posted at: 12:14pm EDT

In this podcast episode, Richard C Wilson discusses three things you can do to help ensure multi-generation wealth creation. Much of the industry is focused on capital preservation, but those of you who have created your own wealth will agree that the best defense is the best offense. Creating new value for customers, whether it is in a new industry or the industry where the family created their wealth, is one of the best ways to preserve, protect, and grow wealth as a family.

To learn more ways to create new wealth in the next generation, stay tuned to FamilyOffices.com

 

Direct download: Three_Strategies_to_Create_New_Wealth_in_the_Next_Generation.mp3
Category:Education -- posted at: 1:13pm EDT

On this episode of the Family Office Podcast, Richard C Wilson, founder and CEO of the Family Office Club speaks with Lee Hausner, Senior Managing Director at First Foundation Advisors. Dr. Hausner provides family consulting services to family offices around the world. In their discussion they touch on how to successfully transfer wealth in a family office, the process of creating family office governance, and family business pitfalls and best practices.

Direct download: Family_Business_Pitfalls__Best_Practices.mp3
Category:Business -- posted at: 2:00pm EDT

In this podcast episode, Richard C. Wilson, CEO of The Family Office Club, Interviews Michael Connor the director of Investments at Consolidated Investment Group, a $1B+ single family office. In this Interview Michael Connor disucsses his experiences working with the single family office and provides some helpful information about the direct investments they have made over the years. Michael Connor will be speaking at our annual Single Family Office Summit, you can learn more about this event and more at http://WilsonConferences.com

Direct download: Michael_Connor_Interview.mp3
Category:general -- posted at: 8:00am EDT

In this podcast episode, Richard C. Wilson discusses exactly what a family business is. Typical family business have the whole family involved in the business. This can often lean to succession and governance problems. To learn more about family offices please visit http://FamilyOffices.com

Direct download: What_is_a_Family_Business.mp3
Category:general -- posted at: 8:00am EDT

This podcast episode showcases Richard C. Wilson's recent interview with Jim Fried on Fried on Business. The podcast talks about family office trends and innovations. A family office is simply a holistic, full balance sheet wealth-management solution. Easier way to say it is think of the wealth-management firm that manages every financial aspect of your life from a 360 degree perspective. And there’s really only two types and luckily it’s really simple. There are single Family Offices for one family or one individual and then there are multi-Family Offices which are basically when four families, ten families or four hundred families are being served by one multi-family office.

Direct download: Family_Office_Investing_Trends_And_Innovations.mp3
Category:Educational -- posted at: 1:49pm EDT

Join us at the Family Office Super Summit, the #1 largest family office conference of 2014, our 3-Day Family Office Super Summit this year in Miami features 50+ speakers, a day dedicated to $1B+ family offices, dozens of single family offices, and hundreds of delegates.

Register at http://WilsonConferences.com

Direct download: Family_Office_Super_Summit_Invitation.mp3
Category:general -- posted at: 8:00am EDT

This Podcast episode talks about family offices and their concentration in offshore tax havens like the Cayman Islands.

Direct download: Family_Offices_in_Offshore_Tax_Havens.mp3
Category:Business -- posted at: 8:00am EDT

This podcast episode talks about the state of the family office industry in London, England. London is a top 10 family office city in the world. Many global family offices that have around five offices will always have an office in London. Learn more about London family offices at SingleFamilyOffices.com and FamilyOffices.com

Direct download: London_Family_Offices.mp3
Category:Education -- posted at: 6:51pm EDT

In this podcast episode Richard C. Wilson talks about multi-generational wealth management basics for those who are new to the family office industry. To learn more please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Direct download: Multi-Generational_Wealth_Management.mp3
Category:Educational -- posted at: 1:44pm EDT

This Podcast episode hosted by Richard C. Wilson discusses the top 6 trends with international family offices and how they are changing right now based on his experience of working directly with families and family offices. 

Direct download: Six_International_Family_Office_Trends.mp3
Category:Educational -- posted at: 8:00am EDT

This podcast episode showcases Richard C. Wilson's talk at Wilson Conference's Family Office CIO Summit on June 6th, 2014. Richard discusses $1B+ Family Office Best Practices, which includes case studies and family office industry insights. 

To learn more about how you can see Richard Wilson and other family office industry experts speak live, go to http://WilsonConferences.com

Direct download: 1_Billion_Family_Office_Best_Practices.mp3
Category:Finance -- posted at: 8:00am EDT

In this exclusive 33 minute conference presentation in Liechtenstein Richard C. Wilson discusses family office capital deployment, investment, and portfolio management preferences. To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting:http://FamilyOfficeReport.com

Direct download: Family_Office_Investments__Portfolio_Management_Insights.mp3
Category:Finance -- posted at: 8:00am EDT

In this podcast episode, Richard C. Wilson appears on BBC's "The Bottom Line" to discuss exactly what a family office is and to give his outlook on the industry. 

 

To learn more about Richard's views of the industry download the free Family Office Report: http://FamilyOffices.com/Family-Office-Book

Direct download: The_Bottom_Line.mp3
Category:Educational -- posted at: 8:00am EDT

This podcast episode features a presentation by John Jonson, Managing Director at $1B+ Multi-Family Office Lyrical Partners. In this presentation, John talks about impact investing and how it relates to family offices. John will also chronicle his many experiences throughout his career working at a family office. 

 

John will be speaking at our upcoming Family Office Super Summit, learn more at http://WilsonConferences.com/Super

Direct download: Family_Office_Impact_Investing.mp3
Category:Educational -- posted at: 8:00am EDT

In this podcast episode, Richard Wilson explains what direct investments, co-investments, and club deals are and how they relate to family offices. To learn more about this topic, you can attend one of our upcoming family office workshops: http://WilsonConferences.com

Direct download: Direct_Investments_Co-Investments__Club_Deals.mp3
Category:Educational -- posted at: 8:00am EDT

In this podcast episode, Richard talks about how having more money creates more problems for the ultra-wealthy, and why that leads to family office services being more in demand today than ever before.

To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting:http://FamilyOfficeReport.com

Direct download: More_Money_More_Problems.mp3
Category:Finance -- posted at: 8:00am EDT

In this podcast episode Richard C. Wilson talks about what differences there are between different global family offices. Recently while writing "The Family Office Book: Investing Capital for the Ultra-Affluent" Richard was able to interview 36 top family office executives including $1B single family offices and top 30 multi-family offices. These global executives shared their different opinions on investment preferences and styles and this video discusses some of those lessons learned.

To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Direct download: Global_Family_Office_Differences.mp3
Category:Finance -- posted at: 8:00am EDT

This podcast episode dives into the different roles of a family office CEO and how it changes depending on the family office. This podcast will also detail the characteristics of a good family office CEO and the future of the role within the industry. Talent is sometimes the limiting factor in the growth and success of single or multi-family office. Many times the talent you need is hard to find, loyal to the current employer, and expensive to obtain.

To learn more about how we could help please visit http://FamilyOfficeExecutiveSearch.com or email us directly at Clients@FamilyOfficeExecutiveSearch.com If you are looking for industry training please also see our leading training platform called the Qualified Family Office Professional (QFOP) certificate program.

Direct download: Family_Office_CEO.mp3
Category:general -- posted at: 8:00am EDT

Family office jobs are in high demand right now, but how do you qualify for such positions or event find these jobs at sometimes very secretive family office employers? This Podcast episode discusses this challenge, and how the industry is evolving as it relates to family office job searches. If you need more training in the industry please explore our Qualified Family Office Professional (QFOP) training and certificate program: http://FamilyOfficesGroup.com/Training

If you find this interesting please subscribe to our channel, watch our other videos, and download our report at http://FamilyOfficereport.com You can also learn more about our executive search division at http://FamilyOfficeExecutiveSearch.com

Direct download: Family_Office_Careers.mp3
Category:Business -- posted at: 8:00am EDT

In this podcast episode, Richard C. Wilson discusses his experience in assisting ultra-wealthy families in purchasing private companies and direct investing. There is a growing demand for services which help families worth $20M and more in this area. 

To learn more download 2 free chapters of "The Family Office Book: Investing Capital for the Ultra-Affluent" here:http://www.FamilyOfficeReport.com

Direct download: Family_Office_Direct_Investing_.mp3
Category:Business -- posted at: 8:00am EDT

This podcast episode talks about Creating a Virtual Family Office. Are you looking to create a family office but want it to be lean, agile, and able to change shapes every 3-5 years based on market conditions and investment focus changes? The virtual family office trend is growing, and as the family office industry matures around the world and gets some real momentum in BRIC countries we will see this phrase and family office structure used more and more often. To learn more about what a virtual family office is please watch this video recorded in Prague and visit our website http://SingleFamilyOffices.com. Make sure and also grab our Family Office Report at http://FamilyOfficeReport.com.

Direct download: Creating_a_Virtual_Family_Office.mp3
Category:Business -- posted at: 8:00am EDT

In this podcast episode Richard C. Wilson talks about family office best practices. Recently, while writing "The Family Office Book: Investing Capital for the Ultra-Affluent" Richard was able to interview 36 top family office executives including $1B single family offices and top 30 multi-family offices. To learn more please download our free Family Office Report PDF on single and multi-family offices right now by visiting:http://FamilyOfficeReport.com

Direct download: 5_Family_Office_Best_Practices.mp3
Category:Business -- posted at: 8:00am EDT

This podcast episode provides you with access to a 30 minute speech by Richard C. Wilson conducted at the IQPC Private Equity Conference on how to raise capital for private equity firms from family offices. The practical strategies presented here respect the privacy of family offices, and add value to them first. These tactics can be used to raise capital for other areas, and not just private equity. 

To learn more, and to get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent," please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Direct download: How_to_Raise_Capital_From_Family_Offices.mp3
Category:Business -- posted at: 8:00am EDT

In this podcast episode, Richard C. Wilson discusses the future of the single family office industry before he presents at a Private Equity Conference. Learn more about the future of the single family office industry and some current trends and insights.

Recently, while writing "The Family Office Book: Investing Capital for the Ultra-Affluent" Richard was able to interview 36 top family office executives including $1B single family offices and top 30 multi-family offices. To learn more please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Direct download: The_Future_of_the_Single_Family_Office_Industry.mp3
Category:Business -- posted at: 8:00am EDT

This podcast episode recorded in Prague talks about creating a single family office, what is required upfront, why the order of the steps is critical, and some insights from working with other ultra-wealthy families who have recently created their single family offices. To learn more about working together please visit http://SingleFamilyOffices.com and download our free report athttp://FamilyOfficeReport.com

Direct download: Creating_a_Single_Family_Office.mp3
Category:Business -- posted at: 8:00am EDT

Richard C. Wilson is a family office advisor working with family offices around the global, with a focus on single family offices and $1B+ ultra-wealthy families. In this podcast episode recorded on the Charles Bridge in Prague, Czech Republic Family office advisor, Richard Wilson shares his view of the family office industry from a high-level perspective after meeting with over 1,000 family offices in 20+ countries around the world. To learn more about using Richard as a family office advisor please call (212) 729-5067, email his assistant at Help@SingleFamilyOffices.com or visithttp://SingleFamilyOffices.com

Direct download: Family_Office_Advisor_-_A_View_of_the_Industry.mp3
Category:Business -- posted at: 8:00am EDT

This podcast episode provides advice on how to get a family office job, Richard provides insights from his experience in meeting with over 1,000 family offices face-to-face and through running Family Office Executive Search. If you find this interesting please subscribe to our channel, watch our other videos, and download our report athttp://FamilyOfficereport.com or if you need executive search related help please see http://FamilyOfficeExecutiveSearch.com

Direct download: How_to_Get_a_Family_Office_Job.mp3
Category:Business -- posted at: 7:00am EDT

This Podcast discusses the huge trend with Family Offices wanting to do direct investments or acquiring equity stakes in businesses of all types. The problem is, these families have a lot of equity stakes, but they do not see a lot of that capital coming back out. Learn more about this topic at BillionaireFamilyOffice.com

Direct download: Securing_Royalties_While_Acquiring_Equity_Stakes.mp3
Category:Business -- posted at: 8:00am EDT

Single Family offices only serve one family or individual and do not need to attract additional clients in a traditional sense, but there are many reasons why they do need to do some kind of marketing and public relations. This podcast episode talks about how single family offices can attract deal flow and talent to their family offices. To learn more please visit SingleFamilyOffices.com or check out Richard Wilson's new book The Single Family Office.

Direct download: Attracting_Deal_Flow_and_Talent_as_a_Single_Family_Office.mp3
Category:Education -- posted at: 8:00am EDT

This podcast episode provides advice, tips, and insights on family office marketing and public relations. In the past there were not that many multi-family offices, but there are more and more every day. To learn more about Family Office Public Relations please visit us at FamilyOfficesGroup.com or check out our books Family Offices: Investing Capital for the Ultra-Affluent or The Single Family Offices.

Direct download: Family_Office_Public_Relations.mp3
Category:Education -- posted at: 8:00am EDT

In this episode of the Family Office Podcast, we have with Harris Fried, third generation single family office executive for his family’s family office. This episode will be focusing on family office direct investments and co-investments. 

Direct download: Family_Office_Direct_Investments__Co-Investments.mp3
Category:Educational -- posted at: 8:00am EDT

There are many things coming together to change the industry and formalize it. In this podcast episode, Richard C. Wilson, CEO of The Family Offices Group talks about how the industry has changed and what is still yet to come for single family offices. To learn more about the single family office industry please visit SingleFamilyOffices.com and FamilyOfficesGroup.com

Direct download: The_New_Single_Family_Office_Industry.mp3
Category:Education -- posted at: 8:00am EDT

In this podcast Richard C. Wilson talks about what is driving growth within the family office industry. This podcast details the four core drivers of family office growth.

To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Direct download: Why_is_the_Family_Office_Industry_Growing.mp3
Category:Business -- posted at: 8:00am EDT

In this episode of the Family Office Podcast we have an interview with David Fisher who works for his own single family office, Bentley Capital. David has unique experience in emerging markets, deal flow generation, direct investments, and co-investments. This podcast episode will provide you with unique advice in regards to single family office direct investments. 

Direct download: Single_Family_Office_Direct_Investment_Advice.mp3
Category:Business -- posted at: 8:00am EDT

This episode of the Family Office Podcast contains an audio interview with Ann Hutchins and Brian Farr for a show hosted by Voice America called Money in your Life. In this podcast I will be talking about building a support team for ultra weatlhy families, what a family office really is, what are some of the functions of a family office, and why it is important to you even if you yourself are not ultra wealthy or your clients are not ultra wealthy. 

Direct download: Building_a_Family_Office_Team.mp3
Category:Business -- posted at: 8:00am EDT

In this podcast Richard C. Wilson talks about the Family Office Marketing Trifecta and what is needed to be a great family office marketer. Recently while writing "The Family Office Book: Investing Capital for the Ultra-Affluent" Richard was able to interview 36 top family office executives including $1B single family offices and top 30 multi-family offices. To learn more please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Direct download: Family_Office_Marketing_Trifecta.mp3
Category:Education -- posted at: 8:00am EDT

This podcast talks about the commercialization of family offices. Today, as the family office space continues to thrive, single and multi-family offices are commercializing their practices, some a little, others completely and many family offices approach us here at the Family Offices Group Association about these different stages of commercialization and what it means for the industry. If you find this interesting please subscribe to our podcast and download our report at http://FamilyOfficereport.com

Direct download: Family_Office_Business_Models.mp3
Category:Education -- posted at: 8:00am EDT

In this podcast we answer the question "what is a family office?" We talk about the definition of a single family office, why they exist and what functions they perform for ultra-wealthy individuals and families. Learn more at http://SingleFamilyOffices.com or download our report at http://FamilyOfficereport.com

Direct download: What_is_a_Single_Family_Office.mp3
Category:Education -- posted at: 6:09pm EDT

The Family Office Podcast is a weekly podcast dedicated to the family office industry.  Within this podcast we explore ultra-wealthy, multi-family office, single family office, and even billionaire investment case studies and insights.  Content includes interviews, recorded webinars, conference presentations and quick concise insights as well.  The content of this comes from meeting with 1,000 family offices in 22 countries and operating the #1 largest family office association, the Family Offices Group.

Direct download: Family_Office_Podcast.mp3
Category:Finance -- posted at: 5:48pm EDT