The Real Estate Syndication Show
WS1763 Creating an Ultra-Wealthy Investor Club | Highlights Richard Wilson
Aug 19, 2023
Richard Wilson, founder of Family Office Club, discusses the mechanisms of family offices and the importance of effective deal structuring in real estate investing. He shares his unique methodology for life and business organization and emphasizes the value of self-discipline. Wilson also explores the significance of alignment and giving back in various aspects of life. Learn more about family offices and contact Wilson for further resources.
30:37
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Quick takeaways
- Having a family office is crucial for high-net-worth families to effectively manage and protect their wealth.
- Customizing deal structures is important when working with family offices to ensure a mutually beneficial partnership.
Deep dives
The Family Office Club and its Community
Richard explains that he started the Family Office Club in 2007 as an investment club catering to ultra-wealthy individuals who needed solutions to manage their balance sheets and portfolios. The club has a community of over 3,000 private investors and offers membership opportunities and live events to facilitate networking and deal-making. Richard highlights some of the impressive accomplishments of the club, such as setting up over 100 family offices and working with high-net-worth individuals and billionaires.
