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

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

Latest episodes

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Sep 12, 2023 • 3min

What Do Family Values Mean to Us?

Send us a textIn the heart of Vienna, I'm hosting an exclusive event for families with net worths ranging from $50 million to $100 million. It's a unique gathering where we empower these families to establish their family offices, navigate capital raising, and explore lucrative investment opportunities. In this video, I share a personal insight into our family values and how we instill them in the next generation. Discover the principles that guide our family, and learn how these values can strengthen not only a family but also a family office. Join us on this journey of building lasting legacies and fostering strong family bonds. #FamilyValues #FamilyOffice #LegacyBuilding #NextGeneration"00:00 - Introduction: Hosting an Exclusive Event for Ultra-Wealthy Families 00:12 - Creating Family Values: An Essential Part of Our Family Office 00:24 - The Importance of Family Values and Their Impact00:36 - Maya Shares Our Family Values 00:47 - Rewards for Following Family Values 00:58 - Simplifying Family Values for Kids 01:24 - Why Every Family Should Have Family Values 01:47 - Establishing Family Values 02:00 - Importance of Family Values in Keeping a Family Together 02:10 - Conclusion: Sharing Insights from Our Austria Trip#billionaires #billionairesecrets  #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub   
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Aug 30, 2023 • 6min

Are there actually investors at Family Office Club events?

Send us a textExplore 2023's niche markets with Family Office Club's Investors!00:00: Speaker 1 - Health Care Startups, Digital Health, Medical Devices00:14: Speaker 2 - Real Estate Investments00:47: Speaker 3 - Public and Private Investments01:01: Speaker 4 - Diverse Investment Portfolio01:21: Speaker 5 - Tech Interest, FinTech, B2B Platforms01:35: Speaker 6 - Problem-Solving Investments02:11: Speaker 7 - 3x+ Returns Focus, Advised Healthcare03:03: Speaker 8 - Healthcare Tech, Multi-State Investments03:33: Speaker 9 - Digital Health, Care Solutions, FinTech03:49: Speaker 10 - Diverse Focus: Timber, Agriculture, Tech04:18: Speaker 11 - Multi-Family, Retail, Impact, Operators04:31: Speaker 12 - Real Estate, Operating Cash Flow04:43: Speaker 13 - Varied Industries, Flexibility04:59: Speaker 13 - Sponsor Focus, Willing to Learn05:31: Speaker 14 - Early Crypto Blockchain StartupsJoin the club!#billionaires #billionairesecrets  #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.com
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Aug 25, 2023 • 32min

Meet The Decade's Largest Multifamily Developer of Los Angeles | Sean Burton

Send us a textSean Burton is the CEO and Co-Founder of City View, a vertically integrated real estate investment management and development firm, focused on acquiring, developing, and operating multifamily projects in gateway markets across the western U.S. City View has invested in more than 130 projects and was named the decade's largest multi-family developer in Los Angeles by the LA Business Journal. Watch the full video and discover Sean's insights on what investors should be looking for in today's current fund managers.#billionaires #billionairemindset #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub   
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Aug 23, 2023 • 7min

Elevate Your Practice: Unlocking 10x Growth for Medical Owners

Send us a textScaling a medical practice doesn't have to be a slow, frustrating process. Our expert speakers, industry leaders, and success stories will provide you with actionable steps to accelerate your practice's growth and impact. Whether you're a solo practitioner or managing a group practice, this video aims to provide you with unique perspectives on how you can navigate tough challenges in the field and how to leverage data for better portfolio success.08:57: Navigating Challenges09:09: Investment in Context12:01: Mission to Fix Healthcare12:32: Engineer's Approach to Optimizing Urgent Care12:46: Revolutionizing Healthcare Efficiency14:39: Leveraging Data for Portfolio Success15:05: Tech Transformation in Traditional Sectors#billionaires #billionairemindset #billionairesecrets #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub   
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Aug 17, 2023 • 10min

Smarter Real Estate: Mastering Strategies, Staying Optimistic, and Exercising Caution

Send us a textStaying optimistic in the real estate market during times of high inflation can be challenging, but it's definitely possible with the right mindset and strategies. Real estate is often a long-term investment. While inflation can lead to short-term price fluctuations, historically, real estate has shown resilience and has the potential to appreciate over time. Keep your focus on the long-term value and potential for growth that real estate can offer. 15:25 Intro15:57 Optimism for Future Real Estate Deals23:57 Market Conditions24:23 Thinking Strategy Inspired by Wayne Gretzky24:51 Patient Approach of Family Office Investors25:02  Cautionary Advice and Acknowledging Value Traps#billionaires #realestate #realestatestrategies #realestateinvesting  #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub   
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Aug 15, 2023 • 6min

Protect Your Assets from Lawsuits, Creditors, Bankruptcy, and Estate Taxes

This podcast discusses how asset protection trusts can safeguard assets from creditors, lawsuits, and bankruptcy. It explores the limited efficacy and government implications of ASP protection trusts, as well as the longest statute of limitations for jurisdiction ranking. It also touches on the confidentiality and legal constraints of international trusts, the frequency and consequences of tax court cases, and the impact of economic collapse. The importance of timing and leveraging impactful approaches is emphasized.
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Aug 14, 2023 • 5min

7 Key Takeaways from Our Investment Pitch Mastery Event

Send us a textWhether you're a seasoned entrepreneur seeking funding for your next big venture or an aspiring investor ready to make your mark, these takeaways will undoubtedly be the catalyst for your success. Discover the proven strategies and insider secrets that top investors use to win over hearts and minds in the competitive world of funding and investment. Don't miss this chance to elevate your investment game and take charge of your financial future!#billionaires #billionaire #billionairemindset #familyoffices #investor #privateinvestors #capitalraising #funding   #investorclub   
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Aug 10, 2023 • 4min

What Are Our Top 8 Areas of Investment Focus?

Send us a textWhen it comes to our top clients, our biggest priority is to ensure that our investor mandates consistently align with our carefully curated areas of investment focus. We are dedicated to providing you with investment strategies that resonate harmoniously with your financial aspirations and goals. So, you might be wondering, what exactly are these defining spheres of investment concentration that we hold in high regard? Listen to the full episode to find out:00:00 Introduction 00:10 Investing in Small Businesses00:26 ATM Industry Exit00:47 SaaS Business Exit01:02 Short-Term Rental Assets - Conversion of Motels into Multifamily02:16 Wide Investor Network02:27 Investor Preferences02:38 Networking Opportunities02:49 Joining the Investor Club03:14 Learning from Successful Speakers03:24 Relevant Investment Mandates#billionaires  #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub #billionaire #billionairemindset 
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Aug 9, 2023 • 5min

Why You Need to Go Above & Beyond to Keep Your Business Alive

Send us a textSettling for average is no longer an option in today's fast-paced business environment. Maintaining above-average standards that go above and beyond investor expectations can provide a sturdy foundation during turbulent times, safeguarding your business against adversity Watch the full video to discover actionable tactics that can help your business stand out, from innovative marketing approaches to unparalleled customer service.#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
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Aug 8, 2023 • 4min

Advantages of Being Genuine & Avoiding Those With Fake Credibility

Send us a textAuthenticity can elevate your reputation, fostering trust and credibility with investors and partners. By understanding the role of authenticity in negotiations and how it can influence any deal, you'll be able to raise even more capital with long-term partnerships. Investors want to work with someone who they can trust, and when you present yourself as someone authentic with the best intentions, you'll wield more influence from the moment you step into the room. Watch the full video here to learn what it means to be a genuine business partner:#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

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