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

Richard C. Wilson, CEO of Family Office Club
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Aug 14, 2024 • 2min

How the Most Successful Ultra-Wealthy Families Invest Their Capital - Richard C. Wilson, Founder of the Family Office Club

Send us a textIn this video, Richard C. Wilson, Founder of the Family Office Club (The #1 Investor Club) shares his expert insights on asset allocation strategies for ultra-wealthy families. Hosted by Robby Butler, Director of Capital Markets & Investor Relations at Y Street Capital, this conversation delves into the key principles of successful investment management.Richard outlines his three-bucket approach:- Diversified Wealth Management: Learn how traditional wealth management strategies involve broad diversification across various stocks and financial instruments to manage risk and achieve steady growth.- Real Estate Investments: Discover the importance of focusing on cash-flowing real estate and making informed, hands-on investment choices in select states and property types, rather than relying solely on wealth managers.- Focused Operating Business: Gain insights into the value of concentrating investments in one or two areas where you have deep expertise and high conviction, allowing for significant growth and value creation.This interview offers practical advice and strategic perspectives that can help investors refine their asset allocation strategies and enhance their financial management.Don’t miss this opportunity to hear from one of the leading voices in the field of family offices and wealth management.Watch the full interview now to gain valuable insights and strategies!Learn about asset allocation for wealthy families with insights from the Family Office Club, led by Richard Wilson. Discover the best strategies for managing wealth and investments for high-net-worth individuals and families.--------Welcome to the "Private Investor Club - 7,500 Investors. Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download at https://lp.FamilyOffices.com/book https://CapitalRaising.com To date, our podcast and YouTube content has been downloaded over 5 million times.  Please subscribe to this channel as well as our Family Office Podcast so you do not miss our most popular mini-series content https://www.youtube.com/@FamilyOfficeClubHave a nice day!
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Aug 14, 2024 • 6min

Investment Trends: Climate Tech, Real Estate, Equities, Alternatives, Forex, Algorithmic Trading

Send us a textIn this video, the Family Office Club speaker navigates the frontier of innovative investing with a deep dive into cutting-edge areas such as climate tech and algorithmic trading. Learn about the strategic investments in deep tech that aim to create paradigm shifts for humankind, and explore how his family office is venturing into emerging sectors like climate and energy technology. Gain insights into unique investment opportunities like Forex trading, which combines high returns with lower risk compared to traditional markets. Whether you're an experienced investor or new to these fields, this video offers valuable perspectives on emerging trends and strategies for the future.-----------------------------Welcome to the "Private Investor Club - 7,500 Investors. Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download at https://lp.FamilyOffices.com/book https://CapitalRaising.com To date, our podcast and YouTube content has been downloaded over 5 million times.  
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Aug 12, 2024 • 6min

Transitioned from the Baseball Field to Private Equity | Pro Athlete Interview Series - EP 14

Send us a textJoin us as we dive into the journey of a former MLB left-handed reliever who transitioned from the diamond to the world of private equity. After a notable career with the Kansas City Royals, San Francisco Giants, and other teams, he shares his insights on maintaining discipline, setting goals, and leveraging baseball strategies in business. Discover how his meticulous preparation and work ethic shaped his career both on and off the field, and learn about his current role in acquiring and managing small service businesses. Watch the Youtube video here https://youtu.be/snaZvOViEmQ--------------------------------Inside the Minds of Business Champions: Pro Athletes Unveil the Secrets of Top .1% Performers.Welcome to the Pro Athlete Interview Series, where we delve into the minds and stories of sports legends from around the globe! This series will provide you with rare insights into their journeys, triumphs, and the secrets behind their success. Whether you're a die-hard fan, an aspiring athlete, or simply curious about the inner workings of greatness, this series promises to deliver compelling interviews that will ignite your passion and fuel your drive.Start watching now and connect with the stars of the game like never before. Subscribe now and dive into the Pro Athlete Interview Series for an unforgettable journey through the hearts and minds of sporting legends!--------------------------------Welcome to the "Private Investor Club - 7,500 Investors. Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download at https://lp.FamilyOffices.com/book https://CapitalRaising.com Have a nice day!
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Aug 9, 2024 • 5min

Investment Opportunities: Investor Mandates from the Family Office Club’s 7,500+ Investors

Send us a textWelcome to the "Private Investor Club - 7,500 Investors. Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download at https://lp.FamilyOffices.com/book https://CapitalRaising.com In this video, Family Office Club members share their experiences and strategies across various investment deals. They discuss interests in real estate, private equity, venture capital, and alternative investments. The video highlights current mandates such as value-add multifamily investments in Seattle, commercial real estate opportunities, and emerging asset classes like aquatic real estate. Additionally, it covers investments in private credit, early-stage startups, and tangible technology like medical devices.The Family Office Club significantly enhances deal visibility, providing a platform for connecting with investors and accessing effective capital-raising strategies. Join us to accelerate your growth, connect with high-profile investors, and gain exclusive insights into investment mandates and strategies.Watch the youtube video here https://youtu.be/02E3YKLzpS8 
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Aug 8, 2024 • 5min

Strategic Investments in Multifamily Real Estate, Logistics & Finance Lending - Investor Mandate

Send us a textCurious about the latest trends in real estate investment? Join us at our next Family Office Club event and hear directly from prominent investors with extensive experience in real estate.In this session, the Family Office Club speaker shares:- His journey from corporate giants like GE Capital to mastering local real estate markets.- Strategies for transforming older properties into high-demand assets in Arizona.- Insights into co-GP partnerships and family office mergers.- Current trends in industrial, multifamily, and logistics real estate.- His approach to private equity and lending markets, including recent shifts and opportunities.------------------------Welcome to the "Private Investor Club - 7,500 Investors. Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download at https://lp.FamilyOffices.com/book https://CapitalRaising.com To date, our podcast and YouTube content has been downloaded over 5 million times.  Please subscribe to this channel as well as our Family Office Podcast so you do not miss our most popular mini-series content https://www.youtube.com/@FamilyOfficeClubWatch my Other Video 👇👇Live Investor Relations Workshop on September 15thhttps://youtu.be/VEiztQt3aJ8?si=Y445LTyAKQn08N3nCapital Raising Training Workshop - Live Wednesdayhttps://youtu.be/aTgXk4wDDio?si=KUGMms03JakgIhHu3 mindset levels of investor relations professionalshttps://youtu.be/nFeUzrV3e1w?si=Bi9dYip-sGVI0V4uFamily Office Super Summit Invitehttps://youtu.be/d6vJn7T62YA?si=Q3HO-ZBRye9mMlJnThe 1st Step in Setting Up Your Family Officehttps://youtu.be/p6L2q-BCVHU?si=1t9F3ubJRhCfTT3vWelcome to the How to Start a Family Office Mini-Series | EP 1https://youtu.be/S8nmpwV_IBk?si=dXnDczmy4JL54irfIntroducing the Billionaire Mini-Series | Billionaire Strategies and Secrets Revealed (Must Watch)https://youtu.be/6wKrqb_IbeY?si=FDbFZFGTl_7IEdjMHear from Experts Who Have Raised Between $100M - $1B+ At Our 2023 Capital Raising Titans Eventhttps://youtu.be/xrXQwl_JVZI?si=oSSUzFYsSfvvz9gAWhat Wealthy Wanthttps://youtu.be/XrJ-s7KEX84?si=jv_Npiaowuy7mrg08 Billion Dollar Family Deal Sourcing Strategyhttps://youtu.be/fyT0xl1S3hw?si=DFdNlwBpyqL5-zy_I hope you love watching my videos Subscribe to this channel for the latest video.Have a nice day!
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Aug 6, 2024 • 6min

How to Do Business, Invest, and Think Like a Pro Athlete | Pro Athlete Interview Series - Episode 13

Send us a textJoin us as we dive into the career and mindset of the top professional athlete Jeremiah White. In this episode, we chat about:- Soccer Career Highlights: Discover his journey from being the first ACC Player of the Year at Wake Forest to playing in Major League Soccer, Europe, and Saudi Arabia. He also shares his experience playing for the U.S. national team.- Staying Disciplined and Healthy: Learn how he maintains discipline and health, drawing inspiration from his upbringing and his role as a dedicated father.- Investments and Business Ventures: Get insights into his transition from selling a marketing and IT company to investing in soccer-specific ventures, including his involvement with media companies and soccer teams.- Success Strategies: Hear about his use of visualization, goal-setting, and a strong work ethic to achieve top performance in his career.- Advice for Aspiring Top Performers: Gain valuable lessons and tips for excelling in any field, with a focus on professionalism and consistent hard work.- Balancing Family and Career: Find out how he manages to make time for his children despite a busy schedule, including building a turf field at home for quality family time.Watch the YouTube video here https://youtu.be/kyRyRscTvmA Don’t forget to like, comment, and subscribe for more insights from top performers.-----------Inside the Minds of Business Champions: Pro Athletes Unveil the Secrets of Top .1% Performers.Welcome to the Pro Athlete Interview Series, where we delve into the minds and stories of sports legends from around the globe! This series will provide you with rare insights into their journeys, triumphs, and the secrets behind their success. Whether you're a die-hard fan, an aspiring athlete, or simply curious about the inner workings of greatness, this series promises to deliver compelling interviews that will ignite your passion and fuel your drive.Start watching now and connect with the stars of the game like never before. Subscribe now and dive into the Pro Athlete Interview Series for an unforgettable journey through the hearts and minds of sporting legends!We hope you love watching my videos Subscribe to this channel for the latest video.Have a nice day!----------------The "Private Investor Club - 7,500 Investors. Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download at https://lp.FamilyOffices.com/book https://CapitalRaising.com 
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Aug 1, 2024 • 11min

Investor Community Update - The Direction of our Investor Club

Send us a textHello, Richard C. Wilson here from the Family Office Club! I’m thrilled to share with you our 1,000th video on YouTube!  It's been a fantastic 17-year journey to reach this milestone, and we're excited to announce that this year, we're aiming to release over 500 new videos!In this video, I’m reflecting on our journey, sharing insights into our past, and discussing our future plans. Here’s a quick overview:🔹 Our Journey: From starting the Investor Club in 2007 with a small team to now hosting over 275 live events and growing to a team of 20. We’ve had thousands of investors speak on our stages and have been committed to delivering fast-paced, impactful events both digitally and in-person.🔹 Our Mission: We strive to create top-notch content, including mini-series and thought leadership. We also focus on the importance of health and creating win-win scenarios in business. Our goal is to attract class-act individuals who are ambitious, courageous, and persistent.🔹 Expansion and Opportunities: We're looking to grow our team and welcome new talent. If you’re interested in joining a dynamic, results-oriented team, reach out to us!🔹 For Investors and Founders: Explore our Investor Club at investorclub.com or familyoffices.com. We also offer a wealth of resources, including interviews with billionaires at billionaires.com.🔹 Our Values: Rooted in Eagle Scout values of respect and integrity, we believe in investing not just in wealth but in health and bold ventures.🔹 Stay Connected: Follow us as we continue to grow and share more valuable content. Don’t miss out on our future videos, and please share our work with your community!📧 Contact Me: If you have any questions or just want to connect, feel free to email me at Richard@investorclub.com or text 305-331-1555.Thank you for being part of our journey. Here’s to the next thousand videos! 🎥To Join Our Investor Community:https://investorclub.com/ https://familyoffices.com/ Watch, Learn, and Connect with Us!#FamilyOfficeClub #InvestorClub #BillionaireInterviews #FinancialFreedom #HealthAndWealth #Entrepreneurship---------- To watch this video on YouTube click here https://youtu.be/wGbkf2dlNYA 
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Jul 31, 2024 • 2min

Real Estate, Private Credit, Private Equity, Venture Capital, Publicity Trader Equities - Investor Mandate Interview

Send us a textIn this video, a seasoned family office manager, who has been running his family's financial affairs since 2000, shares insights from his extensive experience. With a background in the music industry, he discusses the nuances of managing investments and partnerships within the realm of ultra-wealthy families.He emphasizes the paramount importance of trust in these high-stakes relationships. He delves into how alignment of interest is crucial, especially when engaging in direct lending and real estate investments. While having substantial assets is important, he notes that it's not the only metric; the ability to navigate challenges and pivot effectively is equally vital.He also highlights the significance of working with individuals who can distinguish between conviction and stubbornness, as well as the fine line between confidence and arrogance—a theme previously addressed by Jeff Hoffman. This discussion underscores the complexities and strategic considerations in managing and investing within wealthy family circles.---------------Welcome to the "Private Investor Club - 7,500 Investors. Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download at https://lp.FamilyOffices.com/book https://CapitalRaising.com To date, our podcast and YouTube content has been downloaded over 5 million times.  
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Jul 31, 2024 • 44min

42 Billionaire Strategies for Success: Family Office Club - Investor Mastermind

Send us a textTo Watch the YouTube video - Click Here https://youtu.be/x5tkqmIhvIYJoin Richard C. Wilson and our guest speaker in this fireside chat to learn 42 essential insights from billionaires. These key lessons cover strategic focus, embracing risks, leveraging expert advice, and building strong relationships.1. Work on Your Business, Not in It     2. Stay Focused and Persistent    3. Be Prepared to Walk Away     4. Avoid Fear of Failure     5. Surround Yourself with Smart Advisors   6. Be Generous and Kind  7. Continuous Learning  8. Detail Orientation  9. Family Values and Humility  10. Commitment to the Long Game  11. Value of Diverse Opinions  12. Avoiding Details Overwhelm  13. Daily Monitoring  14. Understanding Business Metrics  15. Scalable Solutions  16. Commitment and Dedication  17. Aligning Interests  18. Personal Preparation  19. Clear Communication  20. Value Addition  21. Professional Integrity  22. Focus on Efficiency  23. Goal Setting and Reflection  24. Networking and Relationship Building   25. Learning from Experience   26. Balancing Innovation with Practicality  27. Hiring Expertise for Details    28. Contract Specificity  29. Engaging a Good Lawyer      30. Concise Communication   31. Understanding Your Audience     32. Transparency About Commissions      33. Value-Add Focus     34. Preparation and Planning      35. Follow-Up    36. Understanding Different Expertise Areas   37. Building Consensus    38. The Importance of Personal Connection   39. Leveraging Past Kindness      40. Creativity in Deal Sourcing      41. Regulatory Understanding  42. Prestige of Bank Ownership  Join Our Investor Club:https://FamilyOffices.comhttps://InvestorClub.com
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Jul 30, 2024 • 59sec

Investors Super Summit by The Family Office Club, The #1 Investor Club

Send us a textJoin us as we recap our transformative Super Summit event in NYC! Featuring 400+ investors and more ultra-wealthy investors speaking on stage than any other event.0:00: Witness the moment when an investor made a $20 million offer to invest in our company.0:08: Celebrating our seventh year with the Family Office Club.0:11: This event was a game-changer!0:12: The panels and data provided are unparalleled in value.0:16: It’s incredible that all this value is offered for less than $100,000.0:19: The energy here is palpable—everyone is eager to learn and explore new opportunities.0:21: Dive into my specific investment strategies focusing on liquid assets like ETFs and stocks.0:28: We're targeting investments that are trending upwards.0:33: I’m exploring AI innovations in healthcare.0:37: My involvement spans five crucial focus areas: mental, physical, nutritional, financial, and wealth wellness.0:42: Beyond generating millions through deal flow, we’ve also successfully raised capital.0:47: This community is fantastic—it's all about building valuable relationships and moving forward together.Don’t miss out on the highlights and insights from this exceptional event!-----------------------Welcome to the "Private Investor Club - 7,500 Investors. Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download at https://lp.FamilyOffices.com/book https://CapitalRaising.com To date, our podcast and YouTube content has been downloaded over 5 million times.  Watch this video on Youtube https://youtu.be/_iCYHOt5Mmc Have a nice day!

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