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

Send us a textIn this special presentation, Patrick Moran, CEO of Pebble Life Science, shares his insights, expertise, and vision for integrating botanicals into the realm of modern medicine, shedding light on the potential breakthroughs that may shape the future of cancer care. Patrick is a renowned expert in the field of Botanical Medicine and its applications in modern healthcare. With a wealth of experience and a passion for merging traditional wisdom with cutting-edge science, he is at the forefront of innovative approaches to cancer treatment. Tune in to gain valuable insights from a visionary leader in the medical industry.00:03 - Introduction 00:24 - Mission and How It's Accomplished02:10 - Introduction of LumaBridge and Case Studies02:21 - 15 Case Studies and Focus on Neurological and Oncology02:44 - Attracting Chief Science Officer and MD Anderson02:56 - Engagement with Texas Medical Center and Luma Bridge03:08 - Engagement with National Cancer Institute and NIH03:21 - Optimized Protocols Development03:32 - Current Protocol Execution in Ovarian Cancer Patient#billionarie #familyoffices #investor #privateinvestors #capitalraising #funding #investorclub   -----------------Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000 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 on 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/@FamilyOfficeClub

Send us a textRenan Cortez, the visionary founder of Syndicate Venture Group, shares his invaluable expertise on overcoming the daunting challenge of succession planning. Succession planning is a critical aspect of sustaining and growing a service-based business, ensuring a seamless transition of leadership and maintaining the essence of the company's values and culture. Renan Cortez's vast experience and strategic insights shed light on best practices, strategies, and potential pitfalls to avoid when planning for the future of your service-based enterprise. Watch the full video to learn more about how to navigate the complexities of succession planning.00:00: Introduction to the Family Office Club Podcast 03:15: Meet Renan Cortez, Founder of Syndicate Venture Group 05:45: Syndicate Venture Group's Mission and Focus 07:30: The Impact of Family Office Club on Renan's Growth 10:12: The Attraction to Renan's Vision 12:40: The Challenge of Succession Planning in Service-Based Businesses 15:55: Acquiring Service-Based Businesses: A Solution to Succession Problems 18:20: Specific Service-Based Industries of Interest 20:45: A Recent Acquisition Success Story 23:10: Competition in Acquiring Businesses 25:30: Building Relationships with Business Owners 27:45: The Journey Leading to Syndicate Venture Group 30:20: Renan's Diverse Background and Its Role in His Success 32:55: The Importance of Taking Action and Believing in Yourself#billionarie  #familyoffices  #investor #privateinvestors #capitalraising #funding #investorclub   -----------------Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000 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 on 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/@FamilyOfficeClub

Send us a textHigh-end clients look for value in everyone they work with. If you want to be one the examples of someone who can provide tons of great value to these ultra-wealthy clients, you need to focus on building up your:InfrastructureMindsetLifestyleOperationsEach of these areas of development will help propel you to a level where you can not only start working with high-end clients, but also become accustomed to the adaptations you must make first. Watch the full video to learn more:00:00 Start High, Stay High: Lessons for Serving High-End Clients00:12 Building Infrastructure for High-End Clientele: Start High, Stay High00:23 Why Starting High Leads to Lasting Success in Client Relationships00:34 The Power of Focusing on High-End Clients: Start High, Stay High00:45 Serving the High-End Market: Lessons from Thomas Handler00:56 Staying on Top: The Art of Serving High-End Clients#billionaires #billionairemindset   #investor #privateinvestors #capitalraising #funding   #investorclub

Send us a textUltra-wealthy individuals often have demanding and busy schedules. Time is a precious commodity for them, and they seek quick and instant help to maximize their productivity and efficiency. They can't afford to wait for solutions or assistance, as delays could mean missed opportunities or financial losses. Quick and instant help is one of the most sought after attributes to institutional-level investors. Watch the full clip here to learn why:00:00 The Need for Speed: Adding Value in Real Time00:14 Clients Love Speed: Quick Responses = Client Satisfaction00:36 Speed Matters: Don't Miss Out on Opportunities00:54 Quick Response = Increased Chances of Collaboration01:59 Efficiency: The Key to Winning Client Trust02:10 24/7 Responsiveness: Serving Clients Beyond Business Hours02:26 Building Rapport with Rapid Responses02:36 Ultra-Successful Clients Value Speed02:48 Unlocking Success with Speed and Efficiency02:59 Learn More About Family Offices: Visit virtualfamilyoffices.com#billionarie #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub   -----------------Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000 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 on 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/@FamilyOfficeClub

Send us a textChoke points are specific areas or aspects within a business or industry that exert significant influence over its operations, competition, or market dynamics. By dominating or controlling a critical aspect of the market or industry, your company can differentiate itself from competitors and potentially monopolize that aspect, thereby gaining a unique edge in the market. Over the last 16 years, we've developed our own strategic choke points that you can start using today.#billionarie #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub   -----------------Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000 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 on 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/@FamilyOfficeClub

Send us a textGrooming the next generation involves instilling the values, principles, and vision that built your family's success, allowing the legacy to continue. Teaching your kids about financial management, investment strategies, and business acumen helps ensure that your family's wealth is preserved and continues to grow across generations. It's about more than just financial education; it's about instilling a sense of responsibility, purpose, and unity within your family. Check out the full video to learn more:00:00 - Intro00:13 - Next Generation Planning 00:35 - Educational Experience 00:47 - Financial Education 00:57 - Success Principles 01:29 - Family Values 02:04 - Planning for the Future 02:15 - Conclusion#billionarie #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub   -----------------Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000 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 on 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/@FamilyOfficeClub

Send us a textLearning best practices for structuring deals enables investors to optimize their returns. They can negotiate favorable terms, design appropriate financial structures, and choose the most effective investment vehicles based on their research and understanding of market conditions. Being well-versed in how to source and structure deals effectively allows investors to position themselves ahead of competitors, secure better deals, and build a stronger investment portfolio. Watch the full video to see the top 7 strategies for strucuturing deals used by Family Office Club.00:00 Sourcing Deals: Strategies from Richard on Tech Startups and Deal Flow00:18 Paying Brokers More for Early Access: A Deal Sourcing Tactic00:39 Influencing Influencers: Building Relationships for Prime Deal Opportunities00:59 Joining Niche Communities: Exclusive Networks for Targeted Deal Discovery01:19 Acquiring Strategic Choke Points: Gaining Control in Deal Origination01:41 Laser Focus and Adding Value: Keys to Successful Deal Sourcing 01:59 Running a Deal Origination Process: Systematic Approach to Off-Market Deal Flow#billionarie #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub   -----------------Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000 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 on 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/@FamilyOfficeClub

Send us a textOur private investor club proudly presents the Players Family Office division.We have a strategic commitment to forming strong partnerships with professional athletes who seek investment opportunities. In this video, we break down our process of closely collaborating with professional athletes to support them in making informed and prudent financial choices.Discover how the Family Office Club can serve as your reliable and trusted resource, assisting you in sports team transactions, investments, brokerage, or athlete collaborations.00:12 American Football in Europe: A Unique Perspective from Vienna, Austria00:23 Inside the World of Team Ownership: Structuring Deals and Financing00:37 Exploring the Value of Professional Athlete Teams in the United States00:48 Introducing Players Family Office: Connecting Athletes with Conservative Cash Flow and Real Estate Opportunities01:01 Exploring Medical Practice Deals and Financial Challenges Faced by Professional Athletes 01:29 - Observing High Valuations in U.S. Sports Teams and the Associated Opportunities and Risks 01:41 - How the Family Office Club Can Support Sports Team Transactions and Athlete Collaborations 01:56 - Join Our Community of Athlete Investors and Explore Opportunities at FamilyOffices.com#billionarie #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub   -----------------Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000 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 on 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/@FamilyOfficeClub

Send us a textCome be a part of our exclusive 2023 Private Investor Mastermind Events taking place in three distinct cities. Discover the tried-and-tested influence techniques rooted in science that have propelled the growth of our investor club over the past 16 years. We're prepared to offer numerous real-life instances, effective strategies, simple 1-3 step approaches, and customizable templates to enhance your influence, facilitating in securing more investors and successful deals. Each mastermind session encompasses intimate group discussions, insightful worksheets for practical application, valuable networking opportunities with fellow investors, and a compelling lineup of seven accomplished investors taking the stage at every event. We hope to see you there!00:00 - Introduction to the Investor Mastermind00:35 - Target Audience and Goals00:48 - Event Details and Guest Speakers01:01 - Establishing Strong Positioning02:32 - Creating a Sense of Reciprocation 02:43 - The Power of Consistency 02:57 - Invitation to the Influence Persuasion Investor Mastermind 03:32 - Invitation to Join the Private Investor Club#billionarie #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub   -----------------Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000 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 on 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/@FamilyOfficeClub

Send us a textJoin Richard C. Wilson, Founder of Family Office Club, as he shares his thoughts from Vienna, Austria. In this video, Richard emphasizes the importance of continuous learning for both ultra-wealthy individuals and those beginning their capital-raising journey. Discover the value of networking, strategic deal-making, efficient structuring, and niche specialization as Richard explains how these elements contribute to lasting success. 00:00 Introduction from Vienna, Austria: Exclusive Event for High Net Worth Individuals 00:10 The Mission of Our Investor Club: A Perpetual Learning Machine00:20 Learning from Each Other: Tax Strategies, Deal Structuring, and Negotiation00:39 Building Success Together00:52 Join Our Community: Explore Membership at Family Office Club https://familyoffices.com/#billionarie #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub   -----------------Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000 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 on 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/@FamilyOfficeClub