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In this lively exchange, top family office investors share the principles and mental models that guide their decisions — from gut checks to focus discipline.
Key Takeaways:
• The Mom Test – If you can’t explain the deal in one minute so a smart outsider understands, it’s too complex.
• Happiness First – Success without personal fulfillment isn’t worth it; assess downside risk and personal payoff.
• The Twitch Factor – Listen to your instincts when markets feel “off”; holding cash is sometimes the best move.
• Focus on Your Niche – Stick to industries where you have expertise, relationships, and proven track records.
• More Than Money – Family offices increasingly look for opportunities where they can add strategic value, not just capital.
📌 About Family Office Club
We host 30+ investor events annually, connecting family offices, private investors, and dealmakers worldwide. Learn more: https://familyoffices.com/
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Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights