Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights How Family Offices and Angel Investors source exclusive, off-market deals | Family Office Investor Panel
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Aug 15, 2025 Discover how top investors and wealth managers find exclusive off-market deals through strategic partnerships. Learn why building relationships is key to successful deal flow. Explore innovative negotiation tactics to secure favorable terms, including control provisions and board seats. Delve into unique investment opportunities across sectors like tourism tech and music intellectual property. Uncover how venture accelerators help align interests and unlock additional capital, providing insights for navigating the investment landscape.
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Curate Asymmetric Opportunities For UHNW Clients
- Raymond James seeks utterly asymmetric, high-performing investments for institutional clients with >$50M.
- They focus on exceptional opportunities worldwide that can provide true portfolio diversification.
Tourism Tech Benefits From Hawaii's Dual Market
- Hawaii offers a competitive advantage in tourism tech because companies can target both domestic and international markets.
- That dual-market positioning helps startups bootstrap broader distribution quickly.
Conservative Trust With Small Startup Allocation
- Tom's family trust keeps 90% in conservative assets and allocates 5% to cash-flowing expansions and 5% to startups.
- He looks for investments that check operational, passion, and leadership boxes rather than only chasing the biggest winners.