552 episodes

The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights. Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and innovative structures such as performance-fee only and Co-GP investment opportunities. The Family Office Club has over 4,000 registered investors and our online investor community has over 450 recorded investor mandates, with a normal 15 live events hosted a year with 6,500 participants at those live events. To learn more please visit http://FamilyOffices.com or call (305) 503-9077 Investors can access our deal flow at HTTP://InvestorClub.com and HTTP://DoctorsInvestorClub.com 

Family Office Podcast - Private Investor & Investment Insights Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC

    • Business
    • 4.4 • 72 Ratings

The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights. Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and innovative structures such as performance-fee only and Co-GP investment opportunities. The Family Office Club has over 4,000 registered investors and our online investor community has over 450 recorded investor mandates, with a normal 15 live events hosted a year with 6,500 participants at those live events. To learn more please visit http://FamilyOffices.com or call (305) 503-9077 Investors can access our deal flow at HTTP://InvestorClub.com and HTTP://DoctorsInvestorClub.com 

    Overcoming the Challenge of Succession Planning in Service-Based Businesses | Renan Cortez

    Overcoming the Challenge of Succession Planning in Service-Based Businesses | Renan Cortez

    Renan Cortez, the visionary founder of Syndicate Venture Group, shares his invaluable expertise on overcoming the daunting challenge of succession planning. Succession planning is a critical aspect of sustaining and growing a service-based business, ensuring a seamless transition of leadership and maintaining the essence of the company's values and culture. Renan Cortez's vast experience and strategic insights shed light on best practices, strategies, and potential pitfalls to avoid when planning for the future of your service-based enterprise. Watch the full video to learn more about how to navigate the complexities of succession planning.

    00:00: Introduction to the Family Office Club Podcast 
    03:15: Meet Renan Cortez, Founder of Syndicate Venture Group 
    05:45: Syndicate Venture Group's Mission and Focus 
    07:30: The Impact of Family Office Club on Renan's Growth 
    10:12: The Attraction to Renan's Vision 
    12:40: The Challenge of Succession Planning in Service-Based Businesses 
    15:55: Acquiring Service-Based Businesses: A Solution to Succession Problems 
    18:20: Specific Service-Based Industries of Interest 
    20:45: A Recent Acquisition Success Story 
    23:10: Competition in Acquiring Businesses 
    25:30: Building Relationships with Business Owners 
    27:45: The Journey Leading to Syndicate Venture Group 
    30:20: Renan's Diverse Background and Its Role in His Success 
    32:55: The Importance of Taking Action and Believing in Yourself


    #billionarie  #familyoffices  #investor #privateinvestors #capitalraising #funding #investorclub   
    -----------------
    Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000 active investors, and hosts 15 live events a year.  

    To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.com

    To register with us as an investor to access live community events please visit https://InvestorClub.com

    We have free web classes and books for you to download on https://lp.FamilyOffices.com/book + https://CapitalRaising.com 

    To date, our podcast and YouTube content has been downloaded over 5 million times.  

    Please subscribe to this channel as well as our Family Office Podcast so you do not miss our most popular mini-series content https://www.youtube.com/@FamilyOfficeClub

    • 25 min
    If You Want to Work with High-End Clients, Focus On This First

    If You Want to Work with High-End Clients, Focus On This First

    High-end clients look for value in everyone they work with. If you want to be one the examples of someone who can provide tons of great value to these ultra-wealthy clients, you need to focus on building up your:
    InfrastructureMindsetLifestyleOperationsEach of these areas of development will help propel you to a level where you can not only start working with high-end clients, but also become accustomed to the adaptations you must make first. Watch the full video to learn more:

    00:00 Start High, Stay High: Lessons for Serving High-End Clients
    00:12 Building Infrastructure for High-End Clientele: Start High, Stay High
    00:23 Why Starting High Leads to Lasting Success in Client Relationships
    00:34 The Power of Focusing on High-End Clients: Start High, Stay High
    00:45 Serving the High-End Market: Lessons from Thomas Handler
    00:56 Staying on Top: The Art of Serving High-End Clients

    #billionaires #billionairemindset   #investor #privateinvestors #capitalraising #funding   #investorclub

    • 2 min
    The Ultra-Wealthy Love This More Than Anything

    The Ultra-Wealthy Love This More Than Anything

    Ultra-wealthy individuals often have demanding and busy schedules. Time is a precious commodity for them, and they seek quick and instant help to maximize their productivity and efficiency. They can't afford to wait for solutions or assistance, as delays could mean missed opportunities or financial losses. Quick and instant help is one of the most sought after attributes to institutional-level investors. Watch the full clip here to learn why:

    00:00 The Need for Speed: Adding Value in Real Time
    00:14 Clients Love Speed: Quick Responses = Client Satisfaction
    00:36 Speed Matters: Don't Miss Out on Opportunities
    00:54 Quick Response = Increased Chances of Collaboration
    01:59 Efficiency: The Key to Winning Client Trust
    02:10 24/7 Responsiveness: Serving Clients Beyond Business Hours
    02:26 Building Rapport with Rapid Responses
    02:36 Ultra-Successful Clients Value Speed
    02:48 Unlocking Success with Speed and Efficiency
    02:59 Learn More About Family Offices: Visit virtualfamilyoffices.com


    #billionarie #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub   
    -----------------
    Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000 active investors, and hosts 15 live events a year.  

    To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.com

    To register with us as an investor to access live community events please visit https://InvestorClub.com

    We have free web classes and books for you to download on https://lp.FamilyOffices.com/book + https://CapitalRaising.com 

    To date, our podcast and YouTube content has been downloaded over 5 million times.  

    Please subscribe to this channel as well as our Family Office Podcast so you do not miss our most popular mini-series content https://www.youtube.com/@FamilyOfficeClub

    • 3 min
    Leveraging Strategic Choke Points that Propel Your Business Forward

    Leveraging Strategic Choke Points that Propel Your Business Forward

    Choke points are specific areas or aspects within a business or industry that exert significant influence over its operations, competition, or market dynamics. By dominating or controlling a critical aspect of the market or industry, your company can differentiate itself from competitors and potentially monopolize that aspect, thereby gaining a unique edge in the market. Over the last 16 years, we've developed our own strategic choke points that you can start using today.



    #billionarie #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub   
    -----------------
    Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000 active investors, and hosts 15 live events a year.  

    To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.com

    To register with us as an investor to access live community events please visit https://InvestorClub.com

    We have free web classes and books for you to download on https://lp.FamilyOffices.com/book + https://CapitalRaising.com 

    To date, our podcast and YouTube content has been downloaded over 5 million times.  

    Please subscribe to this channel as well as our Family Office Podcast so you do not miss our most popular mini-series content https://www.youtube.com/@FamilyOfficeClub

    • 28 min
    Next Generation Planning: Teaching Kids About Wealth and Success

    Next Generation Planning: Teaching Kids About Wealth and Success

    Grooming the next generation involves instilling the values, principles, and vision that built your family's success, allowing the legacy to continue. Teaching your kids about financial management, investment strategies, and business acumen helps ensure that your family's wealth is preserved and continues to grow across generations. It's about more than just financial education; it's about instilling a sense of responsibility, purpose, and unity within your family. Check out the full video to learn more:

    00:00 - Intro
    00:13 - Next Generation Planning 
    00:35 - Educational Experience 
    00:47 - Financial Education 
    00:57 - Success Principles 
    01:29 - Family Values 
    02:04 - Planning for the Future 
    02:15 - Conclusion


    #billionarie #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub   
    -----------------
    Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000 active investors, and hosts 15 live events a year.  

    To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.com

    To register with us as an investor to access live community events please visit https://InvestorClub.com

    We have free web classes and books for you to download on https://lp.FamilyOffices.com/book + https://CapitalRaising.com 

    To date, our podcast and YouTube content has been downloaded over 5 million times.  

    Please subscribe to this channel as well as our Family Office Podcast so you do not miss our most popular mini-series content https://www.youtube.com/@FamilyOfficeClub

    • 2 min
    Sourcing and Structuring Deals: 7 Best Practices from Richard C. Wilson

    Sourcing and Structuring Deals: 7 Best Practices from Richard C. Wilson

    Learning best practices for structuring deals enables investors to optimize their returns. They can negotiate favorable terms, design appropriate financial structures, and choose the most effective investment vehicles based on their research and understanding of market conditions. Being well-versed in how to source and structure deals effectively allows investors to position themselves ahead of competitors, secure better deals, and build a stronger investment portfolio. Watch the full video to see the top 7 strategies for strucuturing deals used by Family Office Club.

    00:00 Sourcing Deals: Strategies from Richard on Tech Startups and Deal Flow
    00:18 Paying Brokers More for Early Access: A Deal Sourcing Tactic
    00:39 Influencing Influencers: Building Relationships for Prime Deal Opportunities
    00:59 Joining Niche Communities: Exclusive Networks for Targeted Deal Discovery
    01:19 Acquiring Strategic Choke Points: Gaining Control in Deal Origination
    01:41 Laser Focus and Adding Value: Keys to Successful Deal Sourcing 
    01:59 Running a Deal Origination Process: Systematic Approach to Off-Market Deal Flow



    #billionarie #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub   
    -----------------
    Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000 active investors, and hosts 15 live events a year.  

    To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.com

    To register with us as an investor to access live community events please visit https://InvestorClub.com

    We have free web classes and books for you to download on https://lp.FamilyOffices.com/book + https://CapitalRaising.com 

    To date, our podcast and YouTube content has been downloaded over 5 million times.  

    Please subscribe to this channel as well as our Family Office Podcast so you do not miss our most popular mini-series content https://www.youtube.com/@FamilyOfficeClub

    • 2 min

Customer Reviews

4.4 out of 5
72 Ratings

72 Ratings

sciencecap ,

Great content, poor production

Awesome content from Richard and his clients. Big downside is that you hear a sharp BEEP or two at the start of podcasts, plus the overall sound quality is poor. This makes the content hard to digest as I’m constantly adjusting the volume (and hurting my eardrums).

big4dog ,

Excellent content

Format is excellent

AZas123 ,

Capital raising for the Win!

Listening to module on capital raising. some great nuggests> People need to now you, like you, trust you. You need to be patientely persistence with following up. Also enjoyed the story of buying billionaires domain for deep discount!
-Adam

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