Family Office Podcast - Private Investor & Investment Insights

April 2021
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Wed, 28 April 2021

Benefits of Closing Deals Using a Master Due Diligence Questionnaire

Direct download: 8381149-should-you-do-due-diligence-on-investors.mp3
Category: -- posted at: 12:00pm HST

Wed, 21 April 2021

Should You Do Due Diligence on Investors?

Direct download: 8367979-how-much-does-intuition-and-experience-play-a-role-in-due-diligence.mp3
Category: -- posted at: 3:00pm HST

Mon, 19 April 2021

How Much Does Intuition and Experience Play a Role in Due Diligence?

Direct download: 8322210-member-spotlight-interview-with-pieter-taselaar-from-lucerne-capital-management.mp3
Category: -- posted at: 7:00pm HST

Wed, 14 April 2021

Member Spotlight Interview with Pieter Taselaar from Lucerne Capital Management

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
Category: -- posted at: 4:00am HST

Mon, 12 April 2021

Investing in Resorts with Wedding Venues - Strategy Review Interview

Interview with Josh McCallen

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

Direct download: 8290532-unique-investment-offering-positions.mp3
Category: -- posted at: 9:00am HST

Wed, 7 April 2021

Unique Investment Offering Positions

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: 8:00am HST

Mon, 5 April 2021

Earning Trust by Being Transparent on Bad Investments

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: 8263051-top-5-100k-mistakes-to-avoid.mp3
Category: -- posted at: 6:00am HST

Fri, 2 April 2021

Top 5 $100K Mistakes to Avoid

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: 8257629-a-strategy-to-convert-active-income-to-passive-income-a-tax-interview-with-tom-wheelwright.mp3
Category: -- posted at: 11:00am HST

Thu, 1 April 2021

A Strategy to Convert Active Income to Passive Income - A Tax Interview with Tom Wheelwright

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
Category: -- posted at: 1:00pm HST