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Family Office Podcast - Private Investor & Investment Insights

Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC

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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, an ...
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Family Office Success

White River Consultants

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We're talking all things Family Office. We break down what they are, how they work, how to make them work better - and why you probably already have a structure in place! We help you understand what family office services are and guide other providers on how to serve family's in the exact way we do. We believe we all get better when the conversation is open, curious and educational!
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The Family Office Club on Clubhouse (https://www.joinclubhouse.com/club/family-office) has been set up by wealth owners, family members, family office staff and trusted advisors with a focus to connect, cooperate and educate. The Club runs regular sessions on Clubhouse and member-only webinars.
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The Family Office

Barstool Sports

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Barstool tackles finance, markets and money. Home of The Water Coolest, The Family Office, and The Short Squeeze. You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/BarFin
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show series
 
Send us a Text Message. Check out Sheldon Bailey's remarkable journey! Starting with a professional basketball career across China, Taiwan, and Ecuador, Sheldon transitioned into acting, initially through basketball commercials and then as a body double for NBA legends like LeBron James, Shaquille O'Neal, and Dwight Howard. At the Family Office Clu…
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Discover the strategic advantages and opportunities for family offices in Mexico's dynamic real estate market in this detailed discussion with Aldo González from Fenik Investments. This video provides an in-depth analysis tailored for family investors looking to diversify and stabilize their portfolios with international real estate investments, pa…
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Welcome to "DJ Van Keuren Discusses Opportunity Zones with Lisa Fu from PERE News," an episode of the PERE News Podcast hosted by Lisa Fu. In this insightful discussion, DJ Van Keuren of the Hayman Family Office joins Lisa to explore the much-talked-about investment opportunity for 2019: Opportunity Zones. Together, they delve into the strategies, …
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Welcome to the "Understanding REITs with Martin Kollmorgen" episode. In this episode, we delve into the world of Real Estate Investment Trusts (REITs) with Martin Kollmorgen. Together, we explore the fundamentals of REITs, their benefits, and the strategic role they can play in a diversified investment portfolio. Whether you're a seasoned investor …
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Send us a Text Message. Delve into the intriguing world of diamond investments, often uncharted territory for many. Join us as we explore firsthand experiences in raising capital and navigating the complexities of investing in innovative ventures. With insights from an angel investor deeply rooted in the software industry, discover valuable lessons…
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Send us a Text Message. Dive into a compelling discussion on the potential of U.S.-based oil and gas investments amidst shifting trends in capital allocation. Explore the panelists' perspectives on long-term wealth creation, strategic relationship-building, and the nuanced approach to staying ahead in dynamic markets. Gain insights into the demand …
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Send us a Text Message. Mitzi Perdue discusses the strategies and practices needed to sustain a family business through generations, highlighting the importance of imparting family values alongside wealth. She draws from her extensive family business background to explain how to avoid common pitfalls and create a lasting legacy. Mitzi Perdue, a spe…
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Send us a Text Message. Meet Todd Heiner, the co-founder of Express Locations, a successful T-Mobile retailer. Join us on this Centimillionaire Fireside Chat with Richard C Wilson at our latest Family Office Club event the super summit in NYC as Todd shares his journey of building Express Locations from scratch to over 150 locations with 1,400 empl…
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Send us a Text Message. This fast-paced & interactive mastermind provides you with balance sheet scaling and investment strategies drawing from 33 billionaires we have interviewed, 19 billionaire transactions we closed, and 70 billionaire books read. Event Format: - 5 speakers. - Small group discussions. - Worksheet exercises. - Fast-moving worksho…
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Send us a Text Message. In this video, Richard C. Wilson delivers the closing remarks for Day 1 of our Family Office Club event, the NYC Super Summit 2024 the #1 private investor club event, featuring 400+ investors and more ultra-wealthy investors speaking on stage than any other event in the Northeast. He recaps the day's extensive content, empha…
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Send us a Text Message. Walter Thurmond III is a former NFL player who played as a cornerback for the Philadelphia Eagles, the New York Giants, and the Seattle Seahawks. He is also a Super Bowl champion, winning his ring in 2014 against the Denver Broncos in a blowout win of 43-8. In this exclusive interview, Walter shares what it was like to train…
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Send us a Text Message. This video features Richard C. Wilson from the Family Office Club, sharing insights from the Beverly Hills Super Summit. He highlights key points from the event, including discussions on health's importance, AI investing, and productivity tips from billionaire Jeff Hoffman. Wilson emphasizes the value of continuous learning …
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Send us a Text Message. Hey everyone, Richard C. Wilson here from the Family Office Club in Brooklyn. We're hosting a 700-person New York City Super Summit nearby, featuring 125+ speakers, including billionaires, millionaires, pro athletes, and angel investors. The key takeaway from today? 'Slow is smooth, and smooth is fast'—a Navy SEAL mantra tha…
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Send us a Text Message. Join Richard C. Wilson as he kicks off our NYC Super Summit 2024 the #1 private investor club event, featuring 400+ investors and more ultra-wealthy investors speaking on stage than any other event in the Northeast. In this video, Richard pens the event with insightful remarks. Discover valuable strategies from over 120 spea…
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Send us a Text Message. C.J. Watson is a former NBA player who played for the Golden State Warriors, Chicago Bulls, Indiana Pacers, Brooklyn Nets, and Orlando Magic. After a lucrative career as a pro athlete, he is now a published author dedicated to inspiring the next generation to achieve greatness no matter what their upbringing looks like. In t…
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Send us a Text Message. We had a family with a $140M+ net worth at our recent 2024 NYC Super Summit - and what they suggested was a strategy that stuck with us, which was to listen to your gut. Even if you are unsure why, if something feels off with someone who is trying to close a deal with you, then you should trust your instincts and run the oth…
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Send us a Text Message. One of the top time-management strategies learned from our 2024 NYC Super Summit actually goes against a lot of common thinking within our private investor club. A lot of people think that it is like wearing a badge of honor to see something through no matter how challenging it becomes. But what was interesting to hear from …
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Send us a Text Message. Join Richard Wilson at the Family Office Club as he shares insights on the characteristics that investors love when allocating capital. Discover what it takes to be the highest quality individual in the room, drawing inspiration from Warren Buffett and other successful investors. Learn how being a class act, passionate, and …
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Send us a Text Message. It takes time, effort, and dedication in order to get on the radar with ultra-wealthy investors. That's why when you eventually do reach that pivotal stage, you avoid some of the most common mistakes that up-and-coming business owners make when working with the 0.001% of investors. They want to work with someone who they can…
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Send us a Text Message. Crafting a compelling pitch deck is crucial for attracting potential investors, but what exactly are they looking for? In this panel discussion featuring ultra-wealthy investors, we delve into the essential elements that they do - and don't - want to see. If you want to raise capital for your business, then you need to under…
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Send us a Text Message. In this insightful exploration, we delve into the compelling reasons behind the newfound popularity of age-old sectors, shedding light on the captivating trends reshaping our economic landscape. Join us as we dissect the factors driving this resurgence, from the enduring reliability of tangible assets to the growing demand f…
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Guest: Joe Williams - Co-founder of Keller Williams In this episode, Joe Williams, the co-founder of Keller Williams, sharing his incredible journey in the real estate industry. From starting in retail to becoming a pivotal figure in real estate, Joe's story is a testament to resilience, innovation, and the power of relationships. Mr. Williams delv…
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Send us a Text Message. In this investor panel discussion, we ask about what goes into a comprehensive guide to navigating due diligence across diverse deal structures. Whether you're delving into mergers, acquisitions, partnerships, or investments, this video offers invaluable insights and expert strategies to streamline your due diligence process…
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Send us a Text Message. Sophisticated investment structures often involve intricate combinations of financial instruments, legal entities, and tax strategies tailored to the needs and goals of sophisticated investors, such as high-net-worth individuals, institutions, or investment funds. This process can be complex - which is why we asked some of o…
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Send us a Text Message. From venture capital to private equity, real estate to alternative investments, our speakers share their experiences navigating diverse sectors and asset classes, shedding light on the nuanced strategies that have propelled them to success. Gain a deeper understanding of the intricacies involved in securing lucrative investm…
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In this podcast episode, Christi Van Rite, founder of White River Consultants, explores the intricacies of serving high net worth families through family office services. She discusses the importance of specialized expertise, the challenges of regulatory compliance, and the necessity of sophisticated technology and infrastructure for transparency a…
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Send us a Text Message. Lyle Adams is a former MLS Player turned founder and CEO of Spry - an athletics management platform. In this exclusive interview, Lyle talks about why saying 'no' strategically can elevate your professional relationships and ensure long-term success. Unlock invaluable insights on negotiation tactics and build up the confiden…
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Send us a Text Message. Gain priceless insights from our exclusive Investor Panel Discussion, moderated by Richard C. Wilson, as we explore the intricacies of choosing the best employees and partners for your business. In this engaging session at our Family Office Club event, our seasoned investors share their expertise in navigating the complex la…
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