最佳Family Office播客 (2024)

1
From Pro Athlete to Investor: How Sam Cronin Sets Goals, Stays Focused, and Maximizes His Time 7:52

1d ago7:52

7:52

Send us a text In this insightful interview, Daniel Puder, Undefeated MMA Fighter, Founder & President of MyLifeMyPower, and a top 20 USA podcaster, sits down with Sam Cronin, former professional soccer player, to discuss his transition from elite athlete to successful investor. The interview took place at one of the Family Office Club's panel even…

1
Ep. 129 - Public and Private REITS. so what is the difference? 45:50

8d ago45:50

45:50

Guest: Mark Allen | President & Chief Development Officer | Royal Oak Realty Trust This podcast episode provides an in-depth discussion and comparison of private REITs versus public REITs. Mark Allen from Royal Oak REIT explains their private REIT structure, acquisition strategy, and operations. Key topics covered include the differences in liquidi…

1
Mental Mindset Advantage: $20M Exit, Billions in Assets Managed, 70 Child Rescue Missions 49:06

6d ago49:06

49:06

Send us a text In this powerful Family Office Club Podcast interview, Richard Wilson speaks with Paul Hutchinson—Executive producer of the film "Sound of Freedom", the founder of the Child Liberation Foundation and Liberating Humanity. As founder of the Child Liberation Foundation, Paul has led over 70 child rescue missions, using his success to fi…

1
You Are an Outlaw if You Don’t Follow These Values | Richard Wilson 1:59

9d ago1:59

1:59

Send us a text In this video, Richard Wilson shares the importance of values in building a successful business and strong relationships. Coming to you from Bali, Richard discusses how the core values of his Investor Club define how they operate, hire, fire, and grow together. Drawing on his experience as an Eagle Scout, Richard reflects on the Boy …

1
How to Work with Professional Athletes and Invest in Sports Teams 2:16

10d ago2:16

2:16

Send us a text In this insightful panel discussion at the Family Office Club, experts dive into the world of working with professional athletes and investing in sports teams. Whether you're looking to partner with athletes, add them to your board, or invest in sports franchises, understanding the key dynamics of trust, relationship-building, and na…

1
How Trump Becoming President May Impact Investors & Founders 7:45

14d ago7:45

7:45

Send us a text Hello, I’m Richard Wilson, and I’m coming to you from a tax investment conference here in Hawaii. I've been talking with many of my clients, including ultra-wealthy family office managers, and we’ve had some interesting discussions about what it means now that Donald Trump is going to be the next president. I wanted to share some of …

1
Pro Athlete Interview - How to Win on and Off the Court - Peak Performance Strategies - Carolyn Moos, WNBA player and Olympian 25:49

15d ago25:49

25:49

Send us a text Welcome back to another episode of the Pro Athlete Interview Series, presented by Family Office Glove! Today, we’re joined by Carolyn, a former professional athlete turned successful entrepreneur, who has built a thriving business around health, wellness, and fitness. In this conversation, Carolyn shares her wealth of experience, off…

1
$1 Billion+ Allocators - Hear Directly from the Largest Family Offices and Investment Firms 31:09

16d ago31:09

31:09

Send us a text To get the full names and contact details become a member of our Investor Club, the Family Office Club at https://FamilyOffices.com In this exclusive panel discussion, hear directly from top allocators managing over $1 billion in assets, including family offices, investment firms, and industry experts. These leaders share their inves…

1
10 Strategies to Close More Deals, Raise Capital & Acquire Assets 1:36:10

20d ago1:36:10

1:36:10

Send us a text Welcome to this webinar to learn 10 strategies to close more deals, raise capital, and acquire assets. Perfect for anyone in investor relations looking to overcome objections and optimize capital allocation. Join us for an insightful session featuring Richard Wilson, president and founder of the Family Office Club, who will share his…

1
Ep. 128 - The Future of Opportunity Zones Insights from an Industry Expert 43:07

22d ago43:07

43:07

Guest: Jimmy Atkinson - Founder of OpportunityZones.com In this episode of the Family Office Real Estate Institute podcast, host DJ Van Keuren sits down with Jimmy Atkinson, the founder of Opportunity Zones.com, to discuss the current state and future of the Opportunity Zones program. They explore the bipartisan origins of the initiative, the polit…

1
Fiduciary Responsibilities of Some Investment Advisors 3:15

24d ago3:15

3:15

Send us a text Michael discusses how acting as a fiduciary changes the approach to due diligence when evaluating fund managers. As fiduciaries, the standard is not just about suitability—it's about prioritizing the best interests of clients above all else. Here are some key takeaways: Fiduciary Responsibility: The fiduciary standard requires puttin…

1
How to 2x Your Chances of Scaling Massively 2:22

27d ago2:22

2:22

Send us a text Unlocking Success: Insights from the Founders of Barefoot Wines Join Richard Wilson as he shares valuable insights from the recent investor summit held in beautiful Bali, Indonesia. With 465 attendees and over 100 speakers, this event was packed with inspiration and knowledge! In this video, Richard discusses key takeaways from a fir…

1
Fireside Chat with the Founders of Barefoot Wines, the World's Largest Wine Brand 26:04

28d ago26:04

26:04

Send us a text Speakers: Michael Houlihan and Bonnie Harvey, Co-Founders and Richard C Wilson from Family office club Summary: In this fireside chat with Barefoot Wines, Michael Houlihan and Bonnie Harvey discuss their approach to building brand equity, the role of storytelling through Business Audio Theater in preserving and communicating a compan…

1
Connect with 250+ investors in-person - 16x more effective than email or zoom 1:01

29d ago1:01

1:01

Send us a text Are you an investor or a founder looking to grow your network and explore new opportunities? Join us at the Family Office Super Summit in Miami, from December 10th to 12th. This in-person event is 16x more effective than connecting via email or Zoom! We’re bringing together over 250 investors, including multi-billion-dollar family of…

1
Do Not Say These Things If You Work With the Ultra-Wealthy or Family Offices 2:59

1M ago2:59

2:59

Send us a text If you're new to the world of investor clubs and family offices, this advice will be particularly helpful! Welcome back! Richard Wilson here, from stunning Indonesia after our recent Single Family Office Summit in NYC. Today, I’m addressing a critical topic for anyone involved in family offices and investment strategies: the key phra…

1
Maximizing your ROI 16:25

1M ago16:25

16:25

Send us a text Join me for a deep dive into the world of family offices and investment strategies! In this video, I’ll share insights from my 17 years of experience running the Investor Club, where we’ve hosted over 2,000 speakers and fostered countless connections. Throughout the day, I'll be moderating panels and delivering two impactful 15-minut…

1
State of Capital Raising & What is Needed Now 3:47

1M ago3:47

3:47

Send us a text Join me, Richard Wilson, as I dive into the current state of raising capital. If you're a founder or run an investment fund, you may be facing unprecedented challenges in this environment. In this video, I share key statistics that illustrate the shifting landscape—such as a staggering 80% reduction in capital raised compared to 2022…

1
What Are Investors Looking For in CEOs & Founders Before Backing Them? 9:19

1M ago9:19

9:19

Send us a text In this insightful discussion, industry experts share the top qualities investors seek in CEOs and founders when deciding to invest. With a focus on distinguishing potential partners from the vast number of pitches they receive each year, our panel highlights essential traits that can make or break an investment opportunity. Join us …

1
NFL Pro Athlete Shares Secrets on How to Surge Past The Competition and Your Former Self 10:23

1M ago10:23

10:23

Send us a text Welcome back to our podcast! In this episode, we’re at our live event in New York, featuring a captivating interview with Zach Triner, a pro athlete who shares his unique journey from aspiring NFL player to seasoned professional. Join us as Zach reflects on his early dreams, the challenges he faced along the way, and the pivotal mome…

1
The 5 Critical Areas of Investment Due Diligence 1:51

1M ago1:51

1:51

Send us a text In this video, at one of our investor panels at the Family Office Club event, One of our speakers dives into the 5 P Method, a powerful framework for evaluating investment funds and managers. We'll break down each component: - People: Who are the individuals behind the fund? What are their backgrounds? Are the right people in the rig…

1
Essential Questions for Families: Navigating the Family Office Interview Process - Part 2 14:43

1M ago14:43

14:43

In this episode of the Family Office Success Podcast, host Christi Van Rite offers crucial advice on selecting advisors for family offices. She stresses the importance of asking insightful questions beyond standard inquiries like "How many families do you serve?" Christi encourages listeners to focus on how advisors will work specifically with thei…

1
Partnership Strategies for Working with Ultra-Wealthy Investors & Founders 5:33

2M ago5:33

5:33

Send us a text In this panel discussion, experts from the family office investment world share valuable insights on the importance of relationship-building in the industry. Hear from thought leaders as they discuss key advice for those looking to co-invest, collaborate on joint ventures, or scale their family office operations. Learn powerful takea…

1
How Generative AI Will Transform Jobs and Investment Strategies 3:10

2M ago3:10

3:10

Send us a text In this insightful panel discussion, industry experts dive into the disruptive impact of AI and its influence on jobs and investments. The conversation starts with a focus on how AI, especially generative models like ChatGPT, is transforming knowledge-based jobs. The panelists explore the idea that while AI is quickly mastering techn…

1
Essential Questions for Families: Navigating the Family Office Interview Process 18:46

2M ago18:46

18:46

In this episode of the Family Office Success Podcast, host Christi Van Rite revisits a popular blog post to guide families on interviewing potential family offices. She emphasizes the importance of asking detailed questions about services like bookkeeping, bill pay, tax planning, and estate planning. Christi advises families to understand the nuanc…

1
Ep. 126 - Learning from Family Offices: A Conversation with Mike Consol of Real Assets Advisor 32:11

2M ago32:11

32:11

This in-depth podcast episode is a must-listen for family offices seeking to broaden their real asset exposure and learn from other single family offices. Mike Consol, editor of Real Assets Advisor magazine, discusses the publication's mission to educate investors on incorporating real assets like real estate, infrastructure, energy and commodities…

1
How ESG Adoption Boosts Long-Term Viability for Family Offices 1:58

2M ago1:58

1:58

Send us a text In this insightful discussion, we explore the role of ESG (Environmental, Social, and Governance) in family office investments and governance. The conversation covers key questions on whether ESG adoption is a smart, sustainable business strategy, and how family offices are building governance frameworks around this focus. Our speake…

1
Episode 7 – Sam Mercanti and Our Family Office 27:01

2M ago27:01

27:01

On the season finale of the Our Family Office podcast, Our Family Office CEO Tim Cestnick speaks with Sam Mercanti, an award-winning entrepreneur, former leader of CARSTAR Canada, and Our Family Office client. Sam talks about immigrating to Canada and his start in the business world, how he built his company (06:05), and the ways that Our Family Of…

1
Is Cryptocurrency the New Tulip Bubble? An Investor Perspective 4:49

2M ago4:49

4:49

Send us a text Ever wondered about the risks and future of cryptocurrency? In this episode, we explore a unique perspective on why some investors steer clear of the crypto craze. Discover why central banks could shut down the entire market, how one lucky investment in Chainlink turned into a $400 million return, and why traditional assets might off…

值得一听的播客

Family Office播客

值得一听的播客

快速参考指南