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Recorded live at the Hawaii Family Office Retreat, this powerhouse panel explores how leading investors are leveraging their entrepreneurial roots, NextGen family members, and innovative business models to allocate capital and scale effectively.

Key Topics Covered:

- How to source and acquire undervalued businesses from retiring founders
- The “silver wave” opportunity and wealth transfer trends
- Leveraging systems like EOS for scalable growth
- Identifying niche asset classes like RV parks for cash flow & appreciation
- Using AI to optimize hiring and due diligence
- Structuring deals for both short-term returns and long-term legacy building
- NextGen engagement, intergenerational wealth transfer, and family values

Whether you’re an investor, family office executive, or entrepreneur, this session is packed with actionable insights on scaling smart, building legacy, and creating resilient portfolios.

📌 Hosted by: Richard C. Wilson, Family Office Club
📍 Event: Hawaii Family Office Retreat
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I founded the Family Office Club 18 years ago—now with 20 team members, over 1,000 active investors, and 25 events annually. We’ve built over 40 AI tools using data from 300 events. Event calendar: https://familyoffices.com/
Ways to join: https://familyoffices.com/join/
Our most popular YouTube series covers capital raising, investor strategies, and billionaire interviews on Billionaires.com.

Want free resources or one of my books on investing, family offices, or raising capital? Just ask.
Richard@FamilyOffices.com | Text/WhatsApp: (808) 600-9260

https://familyoffices.com/

Growth Focus Finder: How Investors & Family Offices Leverage NextGen, Roots & Models to Scale