552 episodes
Family Office Podcast - Private Investor & Investment Insights Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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4.4 • 72 Ratings
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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
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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
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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 -
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 -
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
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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 -
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
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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 -
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
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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 -
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
Customer Reviews
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).
Excellent content
Format is excellent
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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