Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights

Send us a textHello, I’m Richard Wilson, and I’m coming to you from a tax investment conference here in Hawaii. I've been talking with many of my clients, including ultra-wealthy family office managers, and we’ve had some interesting discussions about what it means now that Donald Trump is going to be the next president. I wanted to share some of those insights with you in this video.I’m not a political expert or an economist, but based on my conversations with family offices, investors, and founders in my network, I want to give you a snapshot of what I’m hearing from them about what we can expect under Trump’s presidency. In other words, this is what 80% of the investors I talk to are predicting for the economy and different industries now that Trump has been voted in.What’s likely to improve under Trump’s presidency: Cannabis, psychedelics, oil and gas, energy, and U.S.-based manufacturing are expected to see growth.Business owners and founders will likely benefit from lower taxes, which will allow them to reinvest more in their businesses and the economy.I also think the real estate market will improve, with less volatility and less risk of a market collapse due to the economic growth that’s anticipated.What could face challenges: If Trump lays off a significant portion of federal employees—whether 25%, 50%, or more—it could have an impact on spending, despite severance packages. This could affect the broader economy.There’s also concern that Trump’s aggressive trade policies and tariffs might lead to inflation.What I’m hearing from investors and business leaders: One point Elon Musk raised, which has come up in several investor conversations, is that the U.S. government has over 400 federal agencies. We've only been around for 200 years, so every year we've created two new government agencies. Musk calls them "brake pedals" that slow down economic growth. Many believe removing these barriers and adding "gas pedals" will lead to more entrepreneurship, more jobs, and better opportunities in the U.S.There’s also a lot of hope that Trump’s leadership could encourage more entrepreneurial opportunities. However, some investors are concerned about the impact of AI replacing jobs and the potential for mass government layoffs.Other key topics I’ve been hearing: Big pharma and big food companies are under increasing scrutiny. There’s a push for healthier products, with some hoping that we’ll see fewer chemicals in our food and more natural ingredients.Many investors are also worried about growing censorship and the potential loss of free speech. Some of the founders I’ve spoken with switched to supporting Trump because they believe he’ll protect our ability to speak freely and explore the truth.I also want to mention that many Republicans who were hesitant to support Trump in the past may now see him as the best option, especially with Elon Musk’s support and his principle-based approach to leadership. Even those who don’t agree with everything Trump says recognize the importance of supporting policies that will protect free speech and promote economic growth.As an investor community, we do want to encourage business owners and investors to think critically about the potential impacts of these political shifts on their businesses, portfolios, and industries. How should we adjust our strategies and position ourselves moving forward with Trump as president?Thanks for watching,  I look forward to shaking many of your hands at our annual investor summit next month where you can connect with 250+ investors and hear from more ultra-wealthy investors on stage than any other event held anywhere globally in 2024 or 2025. Shoot me a text at (305) 333-1155 if you want to learn more. #trumpeconomy #trump  #inves

Send us a textWelcome back to another episode of the Pro Athlete Interview Series, presented by Family Office Glove! Today, we’re joined by Carolyn, a former professional athlete turned successful entrepreneur, who has built a thriving business around health, wellness, and fitness. In this conversation, Carolyn shares her wealth of experience, offering invaluable advice to athletes looking to transition into business and entrepreneurs looking to make a lasting impact.In this episode, we dive into:The Growing Wellness Industry: Carolyn discusses how more people are prioritizing their health and wellness, creating an ever-expanding market for fitness and wellness services. Whether working out at home, in a gym, or using virtual platforms, this shift is reshaping the way we approach our well-being.Pivoting and Market Adaptation: Drawing an interesting analogy to Starbucks facing a hypothetical mandate against caffeine, Carolyn talks about the importance of staying adaptable. She explains that while health and wellness are growing, businesses must constantly pivot to meet evolving consumer demands.Aligning Passion with Career: Carolyn emphasizes the importance of pursuing a career that aligns with your values and passions, not just for financial gain, but for long-term fulfillment. She believes when your lifestyle mirrors the goals you're chasing, success becomes inevitable.The Power of Mentorship & Feedback: For athletes transitioning to business, mentorship is crucial. Carolyn highlights the value of seeking advice from seasoned professionals and how being open to feedback and constructive criticism can dramatically improve your offerings.Entrepreneurship in the Wellness Space: Carolyn shares her journey as a fitness entrepreneur, from side hustles in yoga and personal training to managing virtual services that scale globally. She talks about how to manage a service-based business and maintain quality while scaling rapidly.AB Testing & Customer-Centric Messaging: Carolyn discusses how in the fitness industry, different people have different goals. Whether it’s injury prevention, mental performance, pregnancy, or sports performance, a one-size-fits-all message doesn't work. She stresses the importance of pivoting and A/B testing your message to ensure it resonates with your target audience.Key Takeaways:Mentorship and Networking: Surround yourself with people who can challenge you, give constructive feedback, and help you grow. Carolyn stresses the importance of having trusted advisors, whether they’re business mentors, attorneys, or industry peers.Start with a Vision: Regardless of where you are in your career, start thinking long-term. Carolyn urges everyone to create a plan for their health and wealth, and stick to it—being proactive in both will pay off in the long run.I hope you love watching my videos Subscribe to this channel for the latest video.Have a nice day!#healthiswealth  #athletejourney  #wellnessinnovation

Send us a textTo get the full names and contact details become a member of our Investor Club, the Family Office Club at https://FamilyOffices.com In this exclusive panel discussion, hear directly from top allocators managing over $1 billion in assets, including family offices, investment firms, and industry experts. These leaders share their investment strategies, unique perspectives on real estate, venture capital, healthcare, and more. From the evolution of investment structures to niche markets in healthcare data and food waste, the panel provides actionable insights for investors and entrepreneurs alike. They also offer tips on how to effectively approach billion-dollar family offices and secure investments. 00:00 - Introduction to the Panel01:00 - Investment Focus: Real Estate, Healthcare, Venture Capital03:47 - Niche Specific Investments05:36 - Risk on Real Estate09:45 - Strategies for Approaching Family Offices16:00 - Strategies for Successful Negotiations 19:06 - The Evolution of Investment Structures of Acquiring Multi-Family 22:01 - $100,000 or a million dollars of value: Where Opportunities Are Emerging -  Real Estate's Maturity Wall and Upcoming Investment OpportunitiesWatch now to gain valuable knowledge from some of the most influential decision-makers in the investment world.#familyoffices  #investmentstrategy  #venturecapital #realestateinvesting 

Send us a textWelcome to this webinar to learn 10 strategies to close more deals, raise capital, and acquire assets. Perfect for anyone in investor relations looking to overcome objections and optimize capital allocation.Join us for an insightful session featuring Richard Wilson, president and founder of the Family Office Club, who will share his proven techniques for closing deals and influencing investors.Additionally, we have Badri joining us to address how to effectively handle investor objections. This powerful combination will equip you with strategies to navigate the complexities of deal-making and build strong investor relationships.Richard brings over 17 years of experience in the investor space, having hosted more than 275 live events and cultivating a community of 7,500 registered investors. His insights into the science of influence and persuasion have been pivotal in scaling his business and achieving success.Don’t miss this opportunity to learn from the experts and enhance your skills in closing deals and engaging investors. Tune in for valuable takeaways and actionable strategies that can transform your approach to fundraising and asset acquisition.#Webinar #closedeals  #raisecapital  #investorrelations  #influence  #persuasion  #familyofficeclub  #realestate  #wealthmanagement  #investing 

Send us a textMichael discusses how acting as a fiduciary changes the approach to due diligence when evaluating fund managers. As fiduciaries, the standard is not just about suitability—it's about prioritizing the best interests of clients above all else.Here are some key takeaways:Fiduciary Responsibility: The fiduciary standard requires putting clients' interests first, not just choosing investments that are “suitable.”Due Diligence Mindset: When evaluating investment managers, fiduciaries look beyond the 5 P’s (People, Processes, Performance, Plans, Platforms).They aim to understand if the manager truly values the families' capital and sees it as more than just a commodity.The Human Impact: Every investment decision impacts real lives, not just numbers on a balance sheet. A genuine fiduciary approach acknowledges this responsibility and seeks alignment with managers who share this mindset.If you're interested in how fiduciary standards can elevate due diligence and decision-making, this episode is for you. Don't forget to like, comment, and subscribe for more insights!#FiduciaryDuty #DueDiligence #InvestmentAdvice #FundManagement #WealthManagement #FinancialPlanning #5PMethod #InvestmentStrategy #ClientFirst #FinancialResponsibility #InvestmentManager #FamilyOffice #WealthAdvisors #EthicalInvesting #InvestmentInsights 

Send us a textUnlocking Success: Insights from the Founders of Barefoot WinesJoin Richard Wilson as he shares valuable insights from the recent investor summit held in beautiful Bali, Indonesia. With 465 attendees and over 100 speakers, this event was packed with inspiration and knowledge!In this video, Richard discusses key takeaways from a fireside chat with the founders of Barefoot Wines, the world’s leading wine brand. Discover how they started their journey in a laundry room without any office or warehouse space, ultimately leading to a successful sale to Gala Wines.Key Highlights:Learn from a memorable quote by Henry Kissinger that emphasizes the art of communication and staying on message.Understand the importance of powerful partnerships in scaling a business, as shared by Barefoot Wines' founders. They stress the significance of strategic alignment for mutual success: "Who gets rich when I get rich?"Don’t miss this opportunity to gain insights that can propel your entrepreneurial journey!👉 Check out our channel for over 1,000 videos on wealth-building strategies and be sure to explore our playlists for more invaluable content.For more information on joining our investor club, visit investorclub.com or familyoffices.com.Subscribe to our channel for more insightful content and share this video with fellow entrepreneurs!#BarefootWines #Entrepreneurship #InvestorSummit #WealthBuilding #RichardWilson #CentiMillionaireStrategies

Send us a textSpeakers: Michael Houlihan and Bonnie Harvey, Co-Founders and Richard C Wilson from Family office club Summary: In this fireside chat with Barefoot Wines, Michael Houlihan and Bonnie Harvey discuss their approach to building brand equity, the role of storytelling through Business Audio Theater in preserving and communicating a company’s values, and the importance of forming strategic partnerships to accelerate growth. They emphasize the impact of sharing real stories in an engaging audio format to connect with employees, investors, and the broader community. Key points:Building Brands with the End in Mind: They emphasize the importance of creating a business with the goal of building brand equity for eventual acquisition. They highlight the need to understand industry benchmarks and use those to set goals rather than arbitrary revenue targets.The Value of Storytelling: Michael and Bonnie stressed that storytelling is a powerful tool for passing on values and engaging team members, investors, and customers. They believe that stories create a lasting impact because they connect emotionally with the audience.Business Audio Theater: They discussed how they've adapted storytelling into an audio format to help entrepreneurs share their journeys, values, and principles with a broader audience, including employees, family members, and potential business partners.Strategic Alliances: One of their key lessons was the importance of forming strategic alliances with partners who benefit from your success. They suggested identifying allies by considering who gains when your business thrives.Community Engagement: Bonnie Harvey highlighted the power of working with local communities as a strategy to grow the brand without traditional advertising. They built their market presence through community engagement and word-of-mouth.Passing on Values: The discussion also touched on the importance of passing on values rather than just wealth to the next generation. This approach helps ensure that family members not only preserve the wealth but also live fulfilling lives.Engagement with the Next Generation: To keep the legacy of a family business alive across generations, they suggested using modern platforms like podcasts and audiobooks to make the story accessible and engaging.Their insights focus on innovative ways to grow businesses, engage teams, and leverage storytelling to create lasting impact and connections with audiences.

Send us a textAre you an investor or a founder looking to grow your network and explore new opportunities? Join us at the Family Office Super Summit in Miami, from December 10th to 12th. This in-person event is 16x more effective than connecting via email or Zoom! We’re bringing together over 250 investors, including multi-billion-dollar family offices, ultra-wealthy investors, centi-millionaires, pro athlete investors, and leaders from other investor clubs. You’ll hear from 120+ speakers over three days, with four exclusive billionaire fireside chats, all within one streamlined agenda so you never miss a key insight. If you're ready to expand your capital network, discover innovative deal structures, and seize new investment opportunities, this is the must-attend event of the year. Don’t miss out—learn more and reserve your spot now at FamilyOffices.com.#familyoffice #Familyofficeevents #investors #Investorevents #FamilyOfficeSuperSummit #Founders #Investor #InvestorRelations

Send us a textIf you're new to the world of investor clubs and family offices, this advice will be particularly helpful!Welcome back! Richard Wilson here, from stunning Indonesia after our recent Single Family Office Summit in NYC. Today, I’m addressing a critical topic for anyone involved in family offices and investment strategies: the key phrases you should never say to an investor.When networking with ultra-wealthy investors and connected investors, certain common statements can backfire and hurt your chances of building valuable relationships. In this video, I’ll highlight missteps to avoid, such as:"Let's connect, no agenda" – This might seem friendly, but it can come off as a waste of time for busy individuals."This is the best investment you'll ever see!" – Claims like these can sound arrogant and dismissive to experienced investors.💡 Understanding these nuances is essential for effective capital raising and pitching your ideas to wealthy people. The more you respect their time and expertise, the better your chances of standing out in the crowded space of wealth management.Join me as I share valuable insights on how to connect with wealthy people and improve your investment strategies. #Networking #UltraWealthy #Investors #FamilyOffices #InvestmentStrategies #CapitalRaising #RichardWilson #WealthManagement #PitchingInvestors #InvestorClub

Send us a textJoin me for a deep dive into the world of family offices and investment strategies! In this video, I’ll share insights from my 17 years of experience running the Investor Club, where we’ve hosted over 2,000 speakers and fostered countless connections.Throughout the day, I'll be moderating panels and delivering two impactful 15-minute talks designed to maximize your return on investment. Whether you're an investor, CEO, or looking to raise capital, my goal is to equip you with $100,000 worth of actionable insights.I’ll also be discussing key takeaways from my recent interview with Dr. Robert Cialdini, a leading expert on influence. He revealed powerful strategies to enhance your effectiveness in securing investments and partnerships.Plus, I’ll share personal stories and experiences from my travels, including adventures in Machu Picchu and the Grand Canyon, along with insights into the family office landscape.You won’t want to miss our discussions on the importance of ethical influence, deal structures, and the mindset of successful founders. Learn how to build genuine relationships that can transform your business trajectory.Stay tuned as we explore how to navigate this dynamic industry and make meaningful connections that could change your life!Don't forget to like, subscribe, and hit the notification bell to stay updated on all our future content!#FamilyOffice #InvestmentStrategies #EntrepreneurshipHere is the Youtube Video https://youtu.be/_RagjUqL168