Family Office Podcast - Private Investor & Investment Insights

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

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

  1. 1.
    How to Instantly Build Investor Rapport
    0:50
  2. 2.
    Interview on Solar Tax Credits for Investments in Renewable Energy
    13:29
  3. 3.
    The 4 Components of Long-Term Influence
    1:13
  4. 4.
    Importance of Influence & Persuasion
    4:27
  5. 5.
    Focus on a High Value Small Niche
    1:54
  6. 6.
    Generic v.s. Specific Positioning
    1:02
  7. 7.
    What is an Investor Avatar?
    0:58
  8. 8.
    Data Room Construction & Infrastructure
    1:39
  1. 9.
    The 6 C’s of Character Analysis
    2:50
  2. 10.
    Social Media Due Diligence
    4:52
  3. 11.
    Crowdsourcing Due Diligence
    6:53
  4. 12.
    Tax Planning Privacy & Attorney vs. CPA Client Privilege
    12:07
  5. 13.
    Benefits of Closing Deals Using a Master Due Diligence Questionnaire
    6:53
  6. 14.
    Should You Do Due Diligence on Investors?
    1:44
  7. 15.
    How Much Does Intuition and Experience Play a Role in Due Diligence?
    1:36
  8. 16.
    Member Spotlight Interview with Pieter Taselaar from Lucerne Capital Management
    8:13
  9. 17.
    Investing in Resorts with Wedding Venues - Strategy Review Interview
    16:23
  10. 18.
    Unique Investment Offering Positions
    1:36
  11. 19.
    Earning Trust by Being Transparent on Bad Investments
    5:47
  12. 20.
    Top 5 $100K Mistakes to Avoid
    10:51
  13. 21.
    A Strategy to Convert Active Income to Passive Income - A Tax Interview with Tom Wheelwright
    8:32
  14. 22.
    Due Diligence On You is Half Over Already
    1:05
  15. 23.
    A Strategy to Move Past $1B+ Gorilla Competitors
    1:01
  16. 24.
    Investment Deal Nuances - Maximum Alignment = Maximum Momentum
    4:52
  17. 25.
    Expert Interview with an Investigative Due Diligence Services Firm Doing 2,000 Reports a Month
    36:47
  18. 26.
    Influencing Yourself
    3:38
  19. 27.
    Self-Insured Medical Expense Reimbursement Plans
    9:49
  20. 28.
    Influence and Persuasion
    2:27
  21. 29.
    Identifying your Sandbox
    5:06
  22. 30.
    Investor Lead Gen
    1:34
  23. 31.
    Qualified Small Business Stock - Tax Protected Investments
    12:33
  24. 32.
    R&D Tax Credits for Manufacturing & Software Companies
    12:31
  25. 33.
    Self-Directed IRA Accounts: How to Invest Tax Free Directly Into Private Equity & Real Estate Deals
    9:15
  26. 34.
    Private Placement Life Insurance PPLI Wrapper Strategy for Direct Investment Tax-Efficiency
    14:18
  27. 35.
    Real Estate Investment Tax Strategies
    4:57
  28. 36.
    529 Plans | What Every Investor Needs to Know
    26:33
  29. 37.
    4 Insights After Closing on Over 50 Investments
    4:45
  30. 38.
    Raising Capital from Single Family Offices & Ultra-Wealthy Investors
    4:32
  31. 39.
    Navigating the Three Trust Curves
    0:59
  32. 40.
    Online Private Investor Club for income and Tax-efficient investments
    2:06
  33. 41.
    3 Strategies for Success
    2:11
  34. 42.
    Importance of Value Add, Printed Material Mailing
    0:53
  35. 43.
    Family Office Tax Structures
    5:33
  36. 44.
    Member Spotlight Interview with Toby Loftin from BP Capital Fund Advisors, LLC
    7:53
  37. 45.
    Interview with a Member on Raising over $100M
    6:15
  38. 46.
    Tax Interview: What is QBI? | Laura Theiss
    11:45
  39. 47.
    14 Current Investor Mandates from Our Club
    4:51
  40. 48.
    Member Spotlight Interview with William Atha from Morgan Stanley Wealth Management
    10:49
  41. 49.
    Tax Strategies to Explore for 2021
    10:48
  42. 50.
    Character is Fate in the Private Investor World
    2:22

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