Cover image of Family Office Podcast: Private Investor Interviews, Discussion Panels, and Investment Strategies Related to Lending, Commercial Real Estate, Income, Alternative Investments
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Investing
Management

Family Office Podcast: Private Investor Interviews, Discussion Panels, and Investment Strategies Related to Lending, Commercial Real Estate, Income, Alternative Investments

Updated 2 months ago

Business
Investing
Management
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The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures and wealth management related insights. Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and innovative structures such as performance fee only and Co-GP investment opportunities.The Family Office Club has over 2,000 registered investors and our online investor community has over 450 recorded investor mandates, with a normal 30 live events hosted a year with 6,500 participats at those live events. To learn more please visit http://FamilyOffices.com or call (305) 503-9077 Investors can access our deal flow at http://PrivateEquity.com

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The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures and wealth management related insights. Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and innovative structures such as performance fee only and Co-GP investment opportunities.The Family Office Club has over 2,000 registered investors and our online investor community has over 450 recorded investor mandates, with a normal 30 live events hosted a year with 6,500 participats at those live events. To learn more please visit http://FamilyOffices.com or call (305) 503-9077 Investors can access our deal flow at http://PrivateEquity.com

iTunes Ratings

51 Ratings
Average Ratings
34
8
3
1
5

So much value!

By Next-Level Income - May 14 2020
Read more
Richard practices what he preaches and gives away so much value to his audience!

Great podcast, but turn up volume

By Hughes7370 - Jul 24 2019
Read more
Need to turn up volume guys. Valuable app but I can’t hear it well outside of quiet place

iTunes Ratings

51 Ratings
Average Ratings
34
8
3
1
5

So much value!

By Next-Level Income - May 14 2020
Read more
Richard practices what he preaches and gives away so much value to his audience!

Great podcast, but turn up volume

By Hughes7370 - Jul 24 2019
Read more
Need to turn up volume guys. Valuable app but I can’t hear it well outside of quiet place
Cover image of Family Office Podcast: Private Investor Interviews, Discussion Panels, and Investment Strategies Related to Lending, Commercial Real Estate, Income, Alternative Investments

Family Office Podcast: Private Investor Interviews, Discussion Panels, and Investment Strategies Related to Lending, Commercial Real Estate, Income, Alternative Investments

Latest release on Aug 11, 2020

The Best Episodes Ranked Using User Listens

Updated by OwlTail 2 months ago

Rank #1: $7B+ Multi-Family Office, Private Equity, & Fund Manager Investor Mandate Interview

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Apr 27 2020

7mins

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Rank #2: Investments in Oil & Gas Mineral Rights & Royalties Interview

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Mar 18 2020

32mins

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Rank #3: Why Grit Is Important to Private Investors & Family Offices

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Richard C. Wilson, founder of the Family Office Club and Centimillionaire advisors, LLC coming to you from downtown Singapore. Just finishing up my lunch break for private Investor Advantage Workshop for family offices and how to start a family office that I'm hosting here. And that's one of the emphasized the importance of a great factor with investing, building trust, with investors working with family offices. You can have all the integrity in the world or excellent team, but if you don't see things through, it doesn't mean anything. You can be passionate, have great skills and have great intellectual property. But if you can't make it through the challenges and really stick to your strategy and stick to your game plan through the ups and downs again, nothing will come of it. And I think that since the whole investment and investors space is focused on trust and getting a high conviction on not only the strategy that who's executing the strategy great is a really central factor to all of that.

Mar 29 2020

2mins

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Rank #4: Investor Discussion Panel on Covid-19 and Its Effect on Credit & Debt Investments: Public, Private and Structured.

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This Family Office Club investor discussion panel brought to you by Cohen & Company
https://cohenandcompany.com/

May 22 2020

1hr

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Rank #5: AdTech, Managed Health, HealthTech, and Seed Stage Angel Investor Mandate Interview

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May 06 2020

7mins

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Rank #6: Family Office Focus: Where does the ultra-wealthy see the highest demand for investments?

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Jan 02 2020

46mins

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Rank #7: $1B+ Family Office Perspectives: Hear directly from some of the largest family offices globally

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Ira Perlmuter - T5 Equity Partners
Istvan Nadas - Dunes Point Capital
Doug Dubiel - Rockefeller Capital Management
Suzanne Currie - Celdon Financial Group
Sheila Barry Driscoll - The Billionaire Foundation

May 28 2019

30mins

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Rank #8: Series A & Early Stage Fintech, Software, and Technology Private Investor Mandate Interview

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Learn more at FamilyOffices.com

May 11 2020

6mins

Play

Rank #9: Investment Structure Strategies

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Richard C. Wilson's Webinar where he explains Investment Structures and strategies. Useful information for both capital raisers and investors alike. 

Apr 02 2020

1hr 27mins

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Rank #10: The Independent Sponsor Showcase: Hear how 4 sponsors are closing investors each quarter and raising over $50M a year

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  • Steve Schmidt - Alternative Investment Resource
  • Patrick Hagen - STRATA Trust
  • Fadi Ephtimios - Group RMC
  • Greg Vickowski - The Procaccianti Group
  • Max Garza III - Tachyon Advisory

Apr 18 2019

31mins

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Rank #11: Closing Deals With Wealth Advisors and Multi-Family Offices - Best Practices and Case Studies of What works

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Discussion panel from the Private Investor Summit on July 25th, 2019 in San Fransisco

Oct 24 2019

37mins

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Rank #12: Real Estate Investment Firm Showcase: Hear from top real estate sponsors & funds on what is working right now

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Discussion panel from Private Investor Summit on May 31st, 2019 in Dallas, Texas

Aug 22 2019

37mins

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Rank #13: How to approach and engage effectively with ultra-wealthy families

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Panel from Single Family Office Summit New York

Jun 28 2019

39mins

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Rank #14: How to Structure a Virtual Family Office

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Richard C. Wison speaks on setting up a virtual family office and what you should be thinking instead of: "Do I need an SFO or and MFO  well, I'm only worth 15 million or 25 million. I'm not a family office type individual, so I can't really consider that path." The option is to create a virtual family office. What alot of people overlook is that many people who are very experienced in dealing with $100 million+  families will still work with you at 15 to 25 million on a carved-out basis/ an ad hoc basis. When you need their help or on a unique basis, it's different than becoming a full-fledged client with him. Another thing to keep in mind is that if you want to leverage the tens of millions and overhead that private banks for wealth management firms have. You can access some of their managers that have been fully due diligence to access some of their strategies and connections by the thousands of employees and do so on an ad hoc basis.

Apr 05 2020

2mins

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Rank #15: Real Estate Deal Flow: Strategies for building a commercial real estate portfolio

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Panel discussion from Single Family Office Summit 2019 on February 22nd, 2019 in New York.

Jul 28 2019

31mins

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Rank #16: Co-Investing, Club Deals & JV Equity: Hear creative ways to close more deals from investors

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Dec 12 2019

35mins

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Rank #17: Syndication: How Single family offices are pooling resources for mutual gain

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Aug 03 2019

34mins

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Rank #18: Private Investor Preferences : What legal structures, fees, and models are preferred right now?

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Nov 21 2019

36mins

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Rank #19: Real Estate Investor Success Stories: Hear from 5 real estate investment firms who have raised over $20M each recently

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Panel discussion from the 2019 Family Office Super Summit on real estate investors success stories here from five real estate investment firms who have raised over $20 million each. So we're going to keep this one focused on real estate and we're going to keep this focused on how these firms have been able to successfully raise capital in their respective asset classes. Please keep in mind, I do get a lot of people that come up to me and say, wow, you guys have a lot of real estate investors here. And the stats on our investors are as follows, 75% of our family offices invest in real estate. On average, it makes up about 25% of their portfolio. What that means is that on average another 75% is diversified into other niches. 

Apr 09 2020

30mins

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Rank #20: Co-Investing, Club Deals, & JV Equity: Hear creative ways to close more deals from investors

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Feb 13 2020

27mins

Play