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The Virtual Family Office Is Around $10 Million, Right?
Most of the really ultra wealthy families I know specialize in just one or two niches, maybe three at most. They're not playing all defense just diversifying into 400 niches. If they didn't make their money in that niche, they'd usually do a percentage of real estate development. That's sleep at night, money that should grow and match inflation over the long term.
Trey invites Richard Wilson. Together, they discuss his top 5 favorite books written by billionaires and tease out the lessons from each one.
Richard is the Founder and CEO of The Family Office Club, which is the #1 family office association with over 4,000 registered family offices.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:02 - What a family office is and how it works.
16:53 - The first thing you should focus on when setting one up.
46:54 - Key lessons from Richard’s top 5 billionaire books.
54:14 - Insights from billionaire keynotes from his events, including Jeff Hoffman, Grant Cardone and others.
58:09 - The strategies that Richard finds most useful.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
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