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Have you heard the term, “Family Office” tossed around but don’t think it applies to your practice or clients? In this video, we break a family office down to its essential elements, then explore ways that you can take the same concepts and apply them to your situation. For more details on how to integrate these concepts into your practice, feel free to schedule a call with us: 🤍 As a financial advisor or insurance agent, by clearly explaining your value proposition to a prospect or client, you separate yourself from your competition. Most in our industry talk about products. Stay away from that. Rather, help them understand how working with you will allow them to benefit from a multi-disciplinary approach, where their trusted professionals work together as a TEAM, rather than disjointed advisories. Developing this family office experience attracts larger clients, increasing your retention, and allows you to solve problems rather than sell products.
A video overview of the Family Offices Group and Richard C. Wilson's experience in the family office wealth management industry.
Secretive investment arms of wealthy families now manage more money than hedge funds. CNBC's Robert Frank joins 'Squawk Box' to report on the family offices competing against private equity, venture capital and wealth management firms. For access to live and exclusive video from CNBC subscribe to CNBC PRO: 🤍 » Subscribe to CNBC TV: 🤍 » Subscribe to CNBC: 🤍 Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. The News with Shepard Smith is CNBC’s daily news podcast providing deep, non-partisan coverage and perspective on the day’s most important stories. Available to listen by 8:30pm ET / 5:30pm PT daily beginning September 30: 🤍 Connect with CNBC News Online Get the latest news: 🤍 Follow CNBC on LinkedIn: 🤍 Follow CNBC News on Facebook: 🤍 Follow CNBC News on Twitter: 🤍 Follow CNBC News on Instagram: 🤍 🤍 #CNBC #CNBCTV
Taking lessons from over a decade of building and preserving wealth for Asia’s UHNW families, entrepreneur-investor Shirley Crystal Chua is creating a business to hopefully survive a century. Shirley is Founder and Group CEO of Golden Equator, a holding group of eight synergistic businesses creating value within the finance, consulting and workspace sectors. Golden Equator Wealth is one of the first homegrown multi-family offices with clients in over 12 countries. You can also check out the companion podcast that has more content at 🤍 00:00 Introduction 01:03 Generational thinking 02:23 Lessons from successful families 05:00 Asia's Great Wealth Transfer 07:34 Rise of family offices 10:06 Personal business 12:06 Building a generational business 16:55 Opportunities in Brunei and Kazakhstan 19:17 3 underserved markets for the future WATCH MORE Lunch With Masters Of Finance: 🤍 About the show: Wine and dine with Asia’s leading investors and fund managers as they share future growth opportunities, investment strategies and insights on combining purpose and profit. = #CNA #CNALunchWithMastersOfFinance #WealthManagement #FamilyOffice #GoldenEquator For more, SUBSCRIBE to CNA INSIDER 🤍 Follow CNA INSIDER on: Instagram: 🤍 Facebook: 🤍 Website: 🤍
Whether you're a family office executive or an ultra wealthy individual, navigating the family office industry is tough. I've been working with family offices for over 10 years now and over the past couple of years while speaking with them daily, I've really gotten to understand exactly how they build their investment portfolios and work with their clients. When I first got started doing research on family offices, I found there was no one central resource on the industry. That's why we started the Family Offices Group, and association that we began in 2007 and it quickly grew from just 3,000 members to now 40,000 global members around the world. A lot of the growth of the family offices group has really been through conferences and the media. I've spoken at over 50 conferences globally in 20 different countries and the media and general public have shown a real strong interest in family offices and the ultra wealthy. Today, my team and I really act as a conduit of knowledge, relationships and connections for both single and multifamily offices, and my global family office experience has led me to share a helicopter ride with a family office executive in Monaco, dinner with the royal family, and share stages with two prime ministers in Brussels. These experiences have really transformed my view of the family office industry and they've allowed me to see the forest of what's really happening globally. Most would think that tax efficiency would be the highest concern of most ultra wealthy individuals, but while finishing the writing of my latest book on family offices called The Family Office Book, investing capital for the ultra affluent, I found that protecting the wealth of the client was at least twice as important as asset growth and much more important than tax efficiency. It's through our daily laser focus on family offices that were able to pick up on these small counter intuitive details and really add value to the whole family office industry. At the end of the day, it comes down to this. The family office industry is changing very rapidly and if you're not constantly expanding your knowledge and connections in the family office space, then you're losing out on massive amounts of capital and clients. You can take advantage of the family office resources that we've created in three different ways. The first is through our book, which I mentioned before. It's called, The Family Office Book, Investing Capital for the Ultra Affluent. The second popular way to take advantage of what we've learned is through our monthly newsletter. It's called, Family Office Monthly and it's read by over 100,000 people around the world each month. The third and final way is through our training and certificate program. It's called the qualified family office professional, QFOP program, and you can learn more about all three of these things by going to familyofficesgroup.com and navigating the menu along the top of that website. We don't ask you to pay $10,000 or $20,000 in membership dues and we don't propose you pay us $100,000 in consultative fees. What we have done is serve over 3,000 clients and over 30 different countries around the globe. I know there's some way that we could add value to you and your firms, so please give us a quick phone call, send us an email. Somebody on my will get back to you within one business day and we'll figure out a way to work together. This is Richard Wilson, your friend, and the Family Office Space. This content was produced by the Family Office Club, to learn more about downloading our free book on ultra-wealthy investors and investing, to explore membership, or see when our next live events are please visit 🤍 If you are interested in setting up a family office solution, or getting better direct investment deal flow through our Centimillionaire Advisors, LLC division please visit 🤍 #familyoffices #centimillionaires #privateinvestors #investor #investors #angelinvestors #investorrelations #capitalraising #investing #money #finance #investment #ultrawealthy #familyoffice #capital Richard C. Wilson is the founder of the Family Office Club, the #1 largest community of registered ultra-wealthy families and family offices with 1,750+ registered investors and 20+ live events a year. To download a free book on the family office industry please visit: 🤍 and if you need help investing or setting up your family office please see our Centimillionaire Advisors, LLC website at 🤍
Our clients want independence in advisors; freedom to serve, talk, and strategize for all their financial needs. Our founders Joe Cope and Luis Corrales founded COPE CORRALES on the simple premise that clients should work with advisors who understand and can speak to all areas of their financial life. From tax to private investments and on, we are one place, one team, to guide families forward. Speak to our founders to get started at 🤍
The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors. To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: 🤍 Membership and our events please see 🤍 or to learn more about setting up your family office please see 🤍 ►Where to follow and listen to Richard: Twitter: 🤍 Website: 🤍 LinkedIn: 🤍 iTunes: 🤍 Products: 🤍 Facebook: 🤍 Trainings: 🤍 Bootcamps: 🤍 Family Offices Summits: 🤍 Family Office Jobs:🤍 Thank you for watching this video—Please Share it. I like to read comments so please leave a comment. ► Subscribe to My Channel: 🤍 Richard is a bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance.He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.
In this video Richard C. Wilson, founder of the Family Office Club, discusses family office power, corruption, and ethics. To learn more about family offices and the Family Office Club, visit 🤍 Hello, this is Richard Wilson. I'm coming to you today from Nashville, Tennessee. I'm actually here for my EO group retreat and I wanted to talk to you about a topic that came up last night over our dinner with our foreign group. And that is family office power, corruption and ethics. In short, they were discussing how politicians and many powerful billion dollar, hundred million dollar plus families really do favors for each other, and open doors for each other, and they get business done together collectively as a group. And to some people that can seem corrupt. Obviously you never want to do anything illegal. You want to disclose to your clients any way you're being compensated. That's common sense in business. But, I think it's really interesting to think about the word corruption and power and you know the saying that absolute power corrupts absolutely. Because, what I find is that a lot of the largest family offices and families do business with each other because those people are in powerful influential positions. And obviously it's in your best interest to treat somebody well, make powerful introductions for them, help them grow their business, give them valuable ideas, valuable business models they could emulate, maybe leads on deals they could close, et cetera. It's obviously in your best interest to do those things for people that are in a position to help you with what you're trying to get done. So if you just suspend the whole belief about corruption, if you take the ethical and illegal things out of the picture, it's really interesting to think about how potential corruption is viewed by people who are not in that circle versus people who are in that circle who are just doing business with each other. They are, you know, agreeing to let somebody access their powerful attorney that they have on a high cost retainer for free or they're, you know, giving them early access or early look at an investment banking deal because they know that they seriously have the money to close on that deal and they've conviction that they'd be a good owner of that operating business perhaps. There's many examples of this. There's a saying via one of my favorite sales trainers and a mentor of mine, Jeffrey Gitomer that says all else equal... Or all things not being equal, people like to do business with their friends rather than those who are not their friends. And that just goes to show... That saying is basically talking about the same issue that all else equal somebody who would rather sell their business to a billion dollar family. And be able to brag about that, you know, selling to the buffets or selling to Gates, etc. Or Richard Branson. That's something to talk about on the golf course and you have more conviction, they're actually going to close the deal if they come to the table versus a family who you've never heard about or private equity fund and you don't know what their reputation is. And I just think that at the very high levels, legally and ethically, a lot of it is favor trading, door opening, relationships, working through networks that are aligned into a single industry, and dealing upon reputation and real track record of actions in an industry. And I just wanted to create this short video just to have you consider what you see as corruption and what you think is just effective business, powerful relationship management, power networking and rainmaking with a great, great quality clients in your network. So, I think this is a really interesting topic to think about. Perhaps we'll bring it up at one of our family office quarterly conferences in the future. This content was produced by the Family Office Club, to learn more about downloading our free book on ultra-wealthy investors and investing, to explore membership, or see when our next live events are please visit 🤍 If you are interested in setting up a family office solution, or getting better direct investment deal flow through our Centimillionaire Advisors, LLC division please visit 🤍 #familyoffices #centimillionaires #privateinvestors #investor #investors #angelinvestors #investorrelations #capitalraising #investing #money #finance #business #relationshipmanagement #familyoffice Richard C. Wilson is the founder of the Family Office Club, the #1 largest community of registered ultra-wealthy families and family offices with 1,750+ registered investors and 20+ live events a year. To download a free book on the family office industry please visit: 🤍 and if you need help investing or setting up your family office please see our Centimillionaire Advisors, LLC website at 🤍
In this video filmed in front of the Petronas Towers in Malaysia, Richard C. Wilson of the Family Offices Group talks about the difference between a family office and a holding company. A family office typically helps manage the wealth, insurance, and trust and estate issues. A holding company is a portfolio of business equity stakes. To learn more about family offices, download a free e-book here: 🤍 Hello, this is Richard Wilson. I'm in downtown Kuala Lumpur. You can see the Petronas Towers there behind me and a bit of downtown here. Here to speak at a family office conference. I just wanted to create this short video for you talking about the difference between a holding company and a family office. This coming up quite often. Every event we hold, we've got dozens of family offices there or families that think maybe they should formalize into a family office or perhaps they need one, they don't know. So I wanted to really quickly point out the differences between just a holding company and a family office. It can be confusing. For those of you that aren't familiar with the term, a family office is just a holistic, full balance sheet wealth management solution for ultra wealthy, very wealthy families and individuals. So the difference between a holding company and a family office is that similar to Wilson Holding Company where we just have four different business divisions, we then have a division that deals with the startups and equity stakes. So really, you can count six or seven, but there's only four main revenue drivers in our holding company and it's really just a portfolio business equity stakes. That is different than a family office and that a family office would typically help manage the wealth and insurance aspects, maybe trust and estate issues. A family office might also be more likely to invest in fund managers or real estate fund, private equity fund, a hedge fund manager. A family office is much more likely to bring in professionalized financial staff, so a chief investment officer, somebody to manage the return of the portfolio and build in risk management metrics and analysis, but also risk measure to help protect the capital and the portfolio from an investment standpoint, not just a business standpoint. When you have a family office, you're just looking at the financial wealth protection returns of the portfolio. Where in a business, you might have very longterm business ambitions. You might want to generate a certain level of income from the business, but you don't typically think about it in the same risk management measures in draw down, et cetera, that you might look at within a hedge fund portfolio, for example. So I remember it very clearly, a holding company is typically owned by just one or two families, but it's really just a portfolio of businesses or business interests where a family office is really a professionalized, holistic wealth management solution with professional wealth managers in place and not just a collection of business holdings. So this is Richard Wilson coming to you from Malaysia. Thank you for joining me and I'll see you again soon. This content was produced by the Family Office Club, to learn more about downloading our free book on ultra-wealthy investors and investing, to explore membership, or see when our next live events are please visit 🤍 If you are interested in setting up a family office solution, or getting better direct investment deal flow through our Centimillionaire Advisors, LLC division please visit 🤍 #familyoffices #centimillionaires #privateinvestors #investor #investors #angelinvestors #investorrelations #capitalraising #investing #money #finance #wealthy #ultrawealthy #familyoffice #holdingcompany Richard C. Wilson is the founder of the Family Office Club, the #1 largest community of registered ultra-wealthy families and family offices with 1,750+ registered investors and 20+ live events a year. To download a free book on the family office industry please visit: 🤍 and if you need help investing or setting up your family office please see our Centimillionaire Advisors, LLC website at 🤍
Evaluating deals and performing due diligence. What is due diligence? Noted angel investor and educator, Bill Payne, defines due diligence as "A process for comparing reality with the target company's business plan." Investor Swathy Prithivi, describes it in this way, "Due diligence can be boiled down to validating the plan, uncovering the missing pieces, and defining the unknown to contain and define the risk of an investment." The Indiana Angel Network defines due diligence as, "A process undertaken by potential investors, individuals or institutions, to analyze and assess the desirability, value, and potential of an investment opportunity." However you define it, it can be an arduous task, especially if you don't know what to look for. In this video we'll discuss some of the more common areas you should evaluate during your due-diligence process for direct investments. How much due diligence is needed? The landmark World Bank study of angel investor returns found that investors who spent more than 20 hours of due diligence on deals saw average multiples of nearly six times their investments. While those who spent less than 20 hours average of 1.1 times return. Further, those investors who spent more than 40 hours on due diligence per-deal saw even higher returns of greater than seven times. For many investors, the amount of time that they will invest is directly relative to the size of the financial investment they are making. For some, a minor investment of $10,000 or even $25,000 may not justify spending a lot of time digging deeply into every area of the company. They may perform a cursory review and act mostly on gut. For some, investing $100,000 warrants as much time and patients as necessary. Another factor to consider is your overall investment strategy, which we will discuss in another video. Investors employing the spray and pray takes less time to perform due diligence. If you focus on a vertical investing strategy, this implies you are already familiar with the industry and opportunities, so you may not need to perform as much analysis as you would for a new or unfamiliar market. Beyond the numbers. Most investors will meet with the entrepreneurs and the management team for a few hours before commencing on a 20 to 60 hour due diligence mission. During this initial meeting, you can usually get a good feel for the team and opportunity. Carlos Eduardo Espinal, co-director of Seedcamp asks three questions. Does this team have the necessary experience it takes to deliver what they have set out to do? Does this team have the insight to identify their own weaknesses, and hire good people to compliment them? Can this team constructively deal with all of the challenges that are and will occur during the lifecycle of a company? Clearly, there will be many times when you don't need to carry the due diligence process through to the end. If several red flags are raised during the initial meeting or during your deep dive, you can stop as soon as your interest wanes, or concerns begin to outweigh your optimism. The point for due diligence is not to be satisfied until you do check all of the areas. When everything is looking good, it is the time to be diligent. It may be the minor thing you ignore now that hurts you later on. So what does due diligence include and why? What follows is a rather extensive list. You can pause the video as you need to take notes. Entrepreneur and team. The goal should be to verify that they are who they say they are, do what they say they can do, and you will want to work with them. This includes reviewing and understanding backgrounds and roles, management, organizational chart and bio's of senior personnel and directors, complete resume of all principals, managers and directors. This content was produced by the Family Office Club, to learn more about downloading our free book on ultra-wealthy investors and investing, to explore membership, or see when our next live events are please visit 🤍 If you are interested in setting up a family office solution, or getting better direct investment deal flow through our Centimillionaire Advisors, LLC division please visit 🤍 #familyoffices #centimillionaires #privateinvestors #investor #investors #angelinvestors #investorrelations #capitalraising #investing #money #finance #business #investment #directinvestment #familyoffice Richard C. Wilson is the founder of the Family Office Club, the #1 largest community of registered ultra-wealthy families and family offices with 1,750+ registered investors and 20+ live events a year. To download a free book on the family office industry please visit: 🤍 and if you need help investing or setting up your family office please see our Centimillionaire Advisors, LLC website at 🤍
🤍 | Family offices have been around in different forms over hundreds of years, some would say thousands. In this video recorded in Switzerland Richard C. Wilson describes how family offices have evolved over the generations to the robust industry it is now. Learn more about the industry at 🤍
Peter Kaufman and David Beach discuss investment bank Gordian Group's areas of expertise involve working with family offices on distressed, complex or ’story’ transactions whether as an advisor (defensive) or for new opportunities (offensive).
Options for direct investments into private companies. Perhaps the investment strategy with the highest return potential and the highest risk is direct investing in early stage companies. Similar to a venture capital firm, a family office with sufficient skill and resources can serve as an angel investor. The term angel refers to a wealthy individual who invest in early stage companies to which they have no direct family ties or relationships. Angels are the first strangers to invest in startup companies. Let's look at two extreme examples of angel investments. Google, when the company was just started, an angel investor invested $200,000. When the company went public, his stake was worth $320 million. That was at a stock price of $100. Google hit nearly $700 per share towards the end of 2007 and has hovered around $600 per share in 2012. He could have earned $2 billion on an investment of $200,000 depending on when he sold the shares. Instagram, a VC firm, Andreessen Horowitz, invested $250,000 in Instagram very early in the company's development. Because of the size and timing of the investment, we'll group it in with the other angel investments, not traditional VC investments. Only two years later, the company was purchased by Facebook for a billion dollars. His stake was worth almost 78 billion. That's a 312 times return. For every dollar the firm invested, they got $312 back only two years later. Unfortunately, for every Google and Instagram, there are thousands of stories of investors losing all of their investment. Angel investing is thus highly risky, but potentially highly rewarding. We will discuss some of these risks in a separate video, but we'll explain some of the more common method [inaudible 00:02:02] private companies in this video. Typically, when we talk about direct investing or angel investing in particular, we are talking about equity investments. This means buying stock or shares in a company. In practice, there are two classes of stock, common and preferred. Common stock is what most people think of when they think of buying or selling stocks. Why? Because we usually buy common stock of public companies on the stock exchanges. You buy X number of shares at Y price. For each share, you may get one vote at the annual shareholders meeting. Of course, for public companies on the New York Stock Exchange or the NASDAQ, there are millions of shares outstanding, so even if you own a few thousand shares, you have limited power to influence a company. In small private companies, angel investors may own 10 to 30% of the company and thus have some influence on the company. You can also demand a board seat to further exercise some level of control over the company. The main factors to consider when purchasing common stock is a value of the company, which mathematically relates to both the stock price and your current ownership and your ability to oversee the company's operations. Preferred stock, on the other hand, does not have voting rights, but it does have other benefits. As the name preferred implies, preferred stock has some preferences. The most common preference is called liquidation preference. When a company is liquidated, either with a closure of the business or sale of the company, preferred stock holders get paid first before common stock holders, sometimes at a premium. So even if the company is not sold at a huge multiple, preferred stock owners may get one and a half or two times their money back and common stock holders may get almost nothing. This content was produced by the Family Office Club, to learn more about downloading our free book on ultra-wealthy investors and investing, to explore membership, or see when our next live events are please visit 🤍 If you are interested in setting up a family office solution, or getting better direct investment deal flow through our Centimillionaire Advisors, LLC division please visit 🤍 #familyoffices #centimillionaires #privateinvestors #investor #investors #angelinvestors #investorrelations #capitalraising #investing #money #finance #investment #directinvestment #angelinvestment Richard C. Wilson is the founder of the Family Office Club, the #1 largest community of registered ultra-wealthy families and family offices with 1,750+ registered investors and 20+ live events a year. To download a free book on the family office industry please visit: 🤍 and if you need help investing or setting up your family office please see our Centimillionaire Advisors, LLC website at 🤍
Singapore has a new tool in its efforts to create a net zero economy: the family offices of ultra-high net worth individuals (UHNWIs) that have set up in the city state in recent years. ► To learn more, visit our website - 🤍 ► Watch more videos from this series here - 🤍 ► Subscribe to our channel - 🤍 ► Follow us on Facebook: 🤍 ► Follow us on Twitter: 🤍 ► Follow us on LinkedIn: 🤍 ► For more information on commercial opportunities visit - 🤍
In this episode, Angelo speaks with David W. McCombie III on how to tackle direct investing within the single family office. David is the Founder and CEO of the McCombie Group, and provides useful insights that extend beyond the office community. Want more on 'Direct Investing and Family Offices'? Visit 🤍
“Exchanges at Goldman Sachs” Podcast – With their unique structures, family offices are increasing their allocation to alternative investments and acting more like institutional investors, according to a new report from Goldman Sachs, "Widening the Aperture: Family Office Investment Insights." 🤍 For more episodes of “Exchanges at Goldman Sachs” please visit us at 🤍 or subscribe on iTunes 🤍 This session was recorded on July 15, 2021. This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Goldman Sachs, may not be current, and Goldman Sachs has no obligation to provide any updates or changes. All price references and market forecasts are as of the date of recording. This podcast is not a product of Goldman Sachs Global Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Goldman Sachs and may differ from the views and opinions of other departments or divisions of Goldman Sachs and its affiliates. Goldman Sachs is not providing any financial, economic, legal, accounting, or tax advice or recommendations in this podcast. The information contained in this podcast does not constitute investment advice or an offer to buy or sell securities from any Goldman Sachs entity to the listener and should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Goldman Sachs entity. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.
Looking for a multi-family office in NYC to help you survive the current economic crisis? Perhaps we can help. 🤍 The Musinyan Group is a leading global asset management firm that provides comprehensive multi-family office services to professional athletes, actors, musicians, inventors, artists, and business entrepreneurs with rather complex international asset structure. Our multi-family office offers comprehensive multi-disciplinary services, such as international accounting, private banking, tax, insurance, estate planning, wealth advisory, public relations, education, technology, security, legal and philanthropic services that are not offered by traditional investment advisors or bankers. Our focus is on serving the needs of high-net worth clients through research, development and the application of special risk-management strategies designed to fit the unique financial needs of individuals and families with multi-jurisdictional global presence. We develop custom equity portfolios for unique clients and their families with complex international asset management needs. Founded in 1994, the firm is headquartered in New York City and maintains offices in all major business centers around the world. Call us at the telephone number provided in the video for further information. All Rights Reserved (C) 2020 The Musinyan Group - - - 🤍 - -
A panel discussion by David Gibson-Moore, President & CEO, Gulf Analytica to explore the changing role of family offices in the GCC. The changing regional investor dynamics, developments in family office organisational structures, and investment opportunities are reviewed. To learn more visit 🤍.
In the latest #tax1minute video, KPMG's Travis Lee discusses the proposed profits tax exemption for family office businesses in Hong Kong.
What is a Family Office? Why is it different from a Brokerage Firm? Why and Who created Family Offices? Should you work with a Family Office? The Abernathy Group II 🤍abernathygroupfamilyoffice.com 212-293-3499
Top mistakes in direct investing. In this video, we will discuss some of the most common mistakes investors make when investing directly in private companies. If you have watched some of the other videos on this site on direct investing, you may have noticed several of these issues brought up, sometimes more than once. Top mistake number one. Not being diligent in your due diligence. Entrepreneurs almost, by definition, are optimistic. They believe they can accomplish great things with limited resources and amazing things with ample resources. Most entrepreneurs are also good, honest people with pure intentions. They're not trying to deceive you or trick you into investing in their company. Having said that, part of your job is to temper their enthusiasm and optimism with an independent assessment of the realities they face. What is the process you use to hire a new employee? First, you look at their resume. Then you meet with them. Then you hopefully do a reference check and perhaps even a full background check if they are in a position to handle money. All too often, many investors don't perform even the simple steps to validate an entrepreneur's claims. But you also have to look at the company, its products or services, and how it operates now and will operate in the future, and also its competitors. You have to also fully analyze the financial projections. While the projections may not look anything like the actual numbers a company will see over time, you have to see if the projections make sense. Let's look at some examples. Revenue/income. Sales. Do the sales projections make sense? Is there any logic behind them or are they based on an arbitrary goal of 1% or 10% of the market? Is there any logic driving rapid revenue growth? What creates the inflection point in that, quote, unquote, hockey stick and what is a key driver that fuels a revenue rocket thereafter? Does a sales cycle match the product or service with the customer? A hundred thousand dollar [inaudible 00:02:01] longer to sell than a $1 widget. Selling to individual consumers may take less than an hour, but selling to Fortune 100 companies or the government may take years. Does the pricing make sense? Would the target market pay that price for what the company offers? How does this price compare to competitors pricing? Let's look at expenses. One of the biggest line items is usually salaries. Is the management team expecting to earn $100,000 or more even before revenues? If so, they may not have the motivation to grow the company for an eventual sale. Also, cross check this with their resumes. A relatively junior person who founds a company and then expects to be paid like a CEO reeks of inexperience that may come back to bite you later. Conversely, if an experienced team, people with mortgages and families, especially those with a spouse who is not working, don't include some salary for three or four years, may find themselves in a dire personal financial situation or divorce that can derail a promising company. Do they have enough salespeople to achieve the sales projections? Do they have enough people in research and development to make enough of the new product to sell according to the projections? Marketing. Quite simply, first mover advantage is costly. Any company that expects to sell something radically new and different to a big market should include a substantial marketing budget. Support. Again, anything that's radically new is going to cause a lot of people to have questions or worse returns. Companies need to budget for customer support and/or technical support. One of the more common mistakes entrepreneurs make is believing that they have no competition. Likewise, investors who believe this are making a mistake as well. Often just a five minute web search can reveal significant competition. This content was produced by the Family Office Club, to learn more about downloading our free book on ultra-wealthy investors and investing, to explore membership, or see when our next live events are please visit 🤍 If you are interested in setting up a family office solution, or getting better direct investment deal flow through our Centimillionaire Advisors, LLC division please visit 🤍 #familyoffices #centimillionaires #privateinvestors #investor #investors #angelinvestors #investorrelations #capitalraising #investing #money #finance #directinvestment #investment #familyoffice Richard C. Wilson is the founder of the Family Office Club, the #1 largest community of registered ultra-wealthy families and family offices with 1,750+ registered investors and 20+ live events a year. To download a free book on the family office industry please visit: 🤍 and if you need help investing or setting up your family office please see our Centimillionaire Advisors, LLC website at 🤍
Looking for the best family office in NYC, New York with private banking services to help you optimize your life and survive the crisis? Perhaps we can help. Visit: 🤍 No matter where you currently live in the world we've got you covered with our global multi-family office services (MFC) that include private banking, wealth management, private education, proprietary trading, and international accounting services. Call us at +1.646.926.1878 to discuss how we could help you manage your business and optimize your personal affairs. We advise high-net-worth individuals and families worldwide in all aspects of estate planning, including tax-advantaged transfers of assets, multi-generational planning, the taxation of trusts and estates, charitable giving, pre-nuptial and post-nuptial planning, and issues relating to change of residence. Our firm has counseled a broad range of clients in 45 countries, including those with inherited wealth, owners of closely held businesses and international clients with special multi-jurisdictional contacts. We work closely with investment advisors, private bankers, insurance planners and accountants in 45 countries to ensure a coordinated approach to meeting our clients' needs. We have represented both fiduciaries and beneficiaries in contested and non-contested accounting proceedings, in judicial proceedings to remove and appoint fiduciaries and in audit proceedings with federal and state tax authorities in 45 countries. We have broad experience in the administration of trusts and estates and have counseled both individual and corporate clients in the performance and efficiency of their trusts. Our advisors have particular experience with complex estate-related litigation, both international and U.S. domestic, including high-stakes will contests and construction proceedings. We have supervised significant cases involving proceedings in multiple European, Asian and U.S. jurisdictions. We also advise on the creation and administration of private foundations and public charities in 45 countries. If you are into yachting, Miami Yacht Club and Monaco Yacht Club (YMC) membership invitations are available through our firm. Lauderdale Yacht Club and Yacht Club de Monaco invitations are complimentary for our long-term clients. Have questions about alternative assets or wish to relocate your family or your children to get the best private education that money can buy? Give us a call today at +1.646.926.1878 to discuss how we can help you optimize your life. The Musinyan Group Multi-Family Office (MFO) is a comprehensive bespoke solution for High Net Worth Individuals (HNWI) that covers all aspects of family wealth (the business, the owners, and the family). We assist clients to efficiently address the challenges that they face in today's global environment of complex tax and regulatory changes during especially adverse market conditions. We are a leading global asset management firm that provides comprehensive multi-family office (MFO) services to clients with unique international asset structure needs. We offer comprehensive multi-disciplinary services designed for clients who need international accounting, private banking, tax, insurance, estate planning, wealth advisory, public relations, bespoke education, 24/7 security, legal or philanthropic services that may not be available through traditional investment advisors. We focus on serving the needs of high net worth clients through research, development and the application of special risk management strategies designed to fit the unique needs of individuals and families with multi-jurisdictional presence. Founded in 1994, our firm is headquartered in New York City and maintains offices in all major business centers around the world. We develop custom equity portfolios for clients with rather complex international asset management needs. The Musinyan Group is the holistic solution available to HNWI individuals for financial planning, investment, administrative, and lifestyle services. Call us at +1.646.926.1878 to discuss how we could help you optimize your life. All Rights Reserved (C) 2021 The Musinyan Group - - - 🤍 - -
Fi Plan Partners is an investment, wealth management and financial planning firm located in Birmingham, AL serving clients across the nation. 🤍fiplanpartners.com
El día de hoy te comentamos el significado de estos dos conceptos: Family Office y Multi Family Office. ¡Cualquier duda que tengas puedes dejarla en los comentarios!
Monitoring and managing a portfolio of direct investments. One of the challenges with investing in early-stage companies or private companies in general is that there is no easy immediate way to determine the value of the company. With public companies, you can see the stock price at any given time. You can easily see how much your investment has grown or not over any timeframe you want. You can even manage your entire portfolio with any number of free apps or websites, but this is not the case with private companies. One of the advantages of direct investing in private companies is that you can actually influence a company's performance. If you invested $1 million in a large public company, you would probably not even get to meet the CEO of the company, let alone expect that he or she would listen to your advice. However, if you invest $1 million in a small private company, you would probably get the CEO's personal email address and cell phone number and he or she may even call you to run something by you or to ask for your help. In this video, we will discuss some best practices for monitoring and managing a portfolio of direct investments. This really breaks down into two issues which we will look at separately. Monitoring, knowing how well each investment is performing individually and how well your entire portfolio is performing as a group. And managing, influencing and optimizing the performance of each individual investment in the portfolio as a whole to meet your family office's goals. Monitoring, again, without the convenience of looking online at a stock price updated every minute, how do you monitor the changing value of your investments and hints potential return of your investments? In short, you can't day trade angel investments. Instead, you need to have a multi-year time horizon and help drive the company towards a clear exit so you can realize a positive return on your investment. Instead of watching how others value the company, what is what a stock price really shows you can track your company's performance towards specific goals. What goals? It depends. You have to understand what drives value in your specific investments. Obvious examples include revenue and profit. The more profitable the company, the more valuable it should be. But it may not be that clear cut. The value of an early-stage company can increase from a variety of efforts. For example, product development, getting a prototype built, building updated versions, filing for patents, being awarded, those patents, et cetera. Business development, securing the first few customers, securing marquee customers, signing key partnerships or any number of other business development successes. External factors, new regulations or laws may create or solidify market opportunities. A key competitor could abandon the market. Another company or technology may pave the way for your company with a complimentary offering. Or, a hugely popular celebrity may be photographed using your company's product or service. Ultimately, the value of your investment does depend on how others see it. If there is another expected financing round those future investors determine the value. If you understand what they value, you can monitor the company's progress towards those goals. If you are trying to direct the company towards an acquisition, understand what drives value for potential buyers. Customers, revenue, intellectual property, strategic partnerships. You can thus monitor the company's progress towards these goals. The key is thus to set expectations or milestones that makes sense and hold the company to those steps, which brings us up on how to manage the portfolio. Managing, good investment management practices are complex and time-consuming. Requiring discipline, patience, and consistency of application. This content was produced by the Family Office Club, to learn more about downloading our free book on ultra-wealthy investors and investing, to explore membership, or see when our next live events are please visit 🤍 If you are interested in setting up a family office solution, or getting better direct investment deal flow through our Centimillionaire Advisors, LLC division please visit 🤍 #familyoffices #centimillionaires #privateinvestors #investor #investors #angelinvestors #investorrelations #capitalraising #investing #money #finance #directinvestment #investment #business Richard C. Wilson is the founder of the Family Office Club, the #1 largest community of registered ultra-wealthy families and family offices with 1,750+ registered investors and 20+ live events a year. To download a free book on the family office industry please visit: 🤍 and if you need help investing or setting up your family office please see our Centimillionaire Advisors, LLC website at 🤍
The role of family offices that makes them different from wealth managers. Sajeet Manghat in conversation with Jai Rupani, head, Dinesh Hinduja Family Offices. Read more: 🤍 For more videos subscribe to our channel: 🤍 Visit BQ Prime for more news: 🤍 Don't enter the stock market unaware. Read all Research Reports here: 🤍 For the latest business news and analysis Subscribe to our Newsletters here: 🤍 Subscribe to our Telegram channel: 🤍 Follow BQ Prime here Twitter: 🤍 Facebook: 🤍 LinkedIn: 🤍 Instagram: 🤍
Rick Durfee and Michael Koberlein discuss the family bank and family office.
Join Host Steven Wallace, Esq. and Co-Host Celena Muzic in this excerpt from Episode 7 of Attorneys are Human Too, a Podcast Featuring Brian DeLucia of Arrivato, LLC
At Raffles Family Office, we strive at creating true values, not only for our clients but also for our people. Meet our people and see what they've got to say.
An esteemed panel came together at SALT iConnections Asia to discuss alternative investments within family offices. Speakers: Lawrence Chu | Founder & Chairman, BlackPine Group Nydia Zhang | Investment Director, Ferretto Capital Kelly Yang | Chief Investment Officer, HOH Capital Partners Moderator: Kristie Neo | Venture Capital Reporter & Editor, DealStreetAsia SALT and iConnections are teaming up for their first joint conference, SALT iConnections Asia. The event marks the return of SALT to the Marina Bay Sands, which played host to SALT Asia in 2012 and 2013. 𝐋𝐢𝐬𝐭𝐞𝐧 𝐚𝐧𝐝 𝐬𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐨𝐧 𝐭𝐡𝐞 𝐩𝐥𝐚𝐭𝐟𝐨𝐫𝐦 𝐨𝐟 𝐲𝐨𝐮𝐫 𝐜𝐡𝐨𝐢𝐜𝐞: YouTube: 🤍 Apple: 🤍 Spotify: 🤍 𝐅𝐨𝐥𝐥𝐨𝐰 𝐒𝐀𝐋𝐓 𝐨𝐧 𝐬𝐨𝐜𝐢𝐚𝐥 𝐦𝐞𝐝𝐢𝐚: Twitter: 🤍 Instagram: 🤍 LinkedIn: 🤍 Moderated by Anthony Scaramucci. Developed, created and produced by SALT Venture Group, LLC. #SALT #iConnections #SALTiConnectionsAsia
Neben „klassischen“ Investments in die USA, setzt das Family Office „WSH“ vor allem auf chinesische Small Caps. Wie Reiche jetzt ihr Geld anlegen. 00:06:29 Ein Family Office sichert das Vermögen einer wohlhabenden Familie – und vermehrt das Geld bestenfalls mit einer guten Anlagestrategie. Das Besondere: Die Verwaltung erfolgt durch eine außenstehende, unbefangene Person. Bis vor ein paar Jahren war diese Art der Familien-Vermögensverwaltung nur einem kleinen Kreis von Finanzexperten bekannt. Seit der Finanzkrise 2007 gab es jedoch einen regelrechten Gründungsboom solcher Institutionen: In Deutschland gibt es mittlerweile über 400 Family Offices. Doch wie genau legt ein Family Office das Geld seiner Mandanten an und wie schützt es das Vermögen der Familien gegen Inflation? Die „WSH“ setzt grundsätzlich auf eine breite Anlagestrategie und investiert unter anderem in Aktien und in diesem Anlagebereich auch gerne in chinesische Small Caps. Warum Christoph Weber, Geschäftsführer des Family Offices, in dem Bereich viel Potential sieht und wie er mit den zwischenmenschlichen Herausforderungen während einer familiären Vermögensberatung umgeht, erklärt er in der heutigen Sendung. Das exklusive Abo-Angebot für Sie als Handelsblatt Today-Hörerinnen und Hörer: 🤍 Wenn Sie Anmerkungen, Fragen, Kritik oder Lob zu dieser Folge haben, schreiben Sie uns gerne per Email an today🤍handelsblatt.com. Aus der „Die Martina Hill Show“ waren folgende Mitschnitte zu hören: 🤍 🤍 🤍 🤍 * 🤍
Schedule your free initial coaching consultation with us by clicking here: 🤍 Do you like the idea of offering clients a “family office experience” by becoming more proactive and holistic with a team of professionals…but not sure where to begin? In this video, we share a powerful way to communicate the “family office experience” with prospects and clients, as well as walk through a simple tool that you can start using today for free. You can download this tool for free here: 🤍 We call it the Client Needs Review Form, and it will not only help you introduce this concept to prospects and clients, but it will also start to gather information on the needs which are typically overlooked by other advisors. Recently people have started asking us, “Why are you giving away so much information?” The reason is that this is just the tip of the iceberg. When you’re ready to really take your practice to the next level, we have all the systems, scripts, presentations, software, and specialists ALREADY BUILT to get you there. Don’t waste time trying to reinvent the wheel. Learn from a team that has already done it and is willing to teach you how to do it as well. Happy Friday, Anton RESOURCES Family Office Tips Video: 🤍 You can download this tool for free here: 🤍 Schedule your free initial coaching consultation with us by clicking here: 🤍
Risk associated with direct investments into private companies. In another video, we talked about the potentially huge returns available through direct investments in early-stage companies. One example was Andreessen Horowitz's $250,000 investment in a company called Instagram, which was later purchased by Facebook for $1 billion. With this sale, Andreessen Horowitz earned about $78 million on the initial investment of only $250,000. Unfortunately, for every one of these examples, there are thousands of stories of investors losing all of their investment. Historically, out of 10 angel investments, three or four will be complete losses, meaning you will lose your entire investment. Another two or three would generate small returns or return the initial amount. One or two would be decent investments, returning two to three times your money. At most, these returns may cover the losses from the other five to seven investments but only one investment would be a home run, generating 10 to 30 times your money. In a recent study by the Center for Venture Research at the University of New Hampshire, about a quarter of angel investor exits in 2011 were actually company bankruptcies. However, about half of exits provided investors with a profit. The annual returns of these vary greatly but often exceeded 20%. Why do so few investments pay off? What are the risks and are there ways to mitigate these risks, even if sacrificing some of the potential upside? In this video, we will discuss the types of risks associated with direct investing in early-stage companies and some approaches to minimize your family office's exposure to these risks. The main types of risks in early-stage investments are technology risk, market risk, competitive risk, management risk, financial risk, liquidity risk. Let's look at each of these closer. Technology risk. For most companies that are developing something new, be it new software, a new device of some sort, or a new mousetrap, the most important first step is to design and make the new thing. After all, they can't sell it if it doesn't work. This is one reason why so many angels and venture capital firms invest in high-tech companies. It takes a lot of money to build a working model before any revenue can be earned. This upfront investment is what investors pay for. The risk is even after millions of dollars invested in R&D, the new thing simply doesn't work. As an investor, how do you protect yourself or your family office's client's money? The most common approach is to invest in tranches, essentially installments. Instead of investing, say, $300,000 in a startup company still working on developing a new technology, agree to invest $100,000 now to get them started, another $100,000 after they reached some agreed-upon milestone, and then another 100,000 when they reach another milestone. If the company fails to hit a milestone, your loss is limited to only the amount you actually invested. One key mistake many investors make is pouring good money in with bad money. If the company does miss a key deadline or fails to hit a milestone as planned, be wary about investing more. As they say, if you find yourself in a hole, stop digging. Look at each tranche as a new investment without considering the amount that you've already sunk into the company. This content was produced by the Family Office Club, to learn more about downloading our free book on ultra-wealthy investors and investing, to explore membership, or see when our next live events are please visit 🤍 If you are interested in setting up a family office solution, or getting better direct investment deal flow through our Centimillionaire Advisors, LLC division please visit 🤍 #familyoffices #centimillionaires #privateinvestors #investor #investors #angelinvestors #investorrelations #capitalraising #investing #money #finance #directinvestment #familyoffice Richard C. Wilson is the founder of the Family Office Club, the #1 largest community of registered ultra-wealthy families and family offices with 1,750+ registered investors and 20+ live events a year. To download a free book on the family office industry please visit: 🤍 and if you need help investing or setting up your family office please see our Centimillionaire Advisors, LLC website at 🤍
Sourcing Deals for Direct Investments. In this video, we will look at sourcing deals or finding interesting quality companies in which you can invest. In particular, how can you get early looks at companies before a lot of investors start negotiating with the company potentially diminishing your negotiating leverage and increasing the price? Most larger investors such as venture capital and private equity funds have somebody on staff focus entirely on deal sourcing. In fact, the average number of employees that specialize on deal origination is 3.7 for VC firms and 6.9 for PE funds. That means that PE funds have an average of seven full-time employees looking for deals and many more employees who perform the analysis and negotiations. Most family offices don't have a large enough staff to devote to deal sourcing, so you have to look outside your office for deal sources. In another video, we discuss some overall direct investment strategies that you can implement to lower your risk and increase your returns. These strategies include vertical investing, horizontal investing, spray and pray, and follow a leader. Your strategy may dictate that you implement some techniques for finding deals and avoid others but let's look at some popular ways to find deals that you may be able to use and to fill your family offices deal pipeline. Join an angel group or network, join online networks, affiliate with incubators, accelerators, or universities. Join relevant industry or trade groups, entrepreneur networks, or special associations. Network, network, network with local lawyers, accountants, consultants, and also with VC firms. Work with M&A advisors or business brokers. Create a website and let them find you. Angel groups. Over the past 15 years, an increasing number of private investors have joined or formed angel groups or networks. There are more than 300 angel groups in the United States alone in communities across the country and many more groups globally. These groups usually have websites that attract local entrepreneurs and someone either on staff or as a volunteer who proactively works in the community to promote the group and to find potential deals. In addition, most groups have a structured deal screening process to filter out companies that don't interest their membership. The biggest drawback to these groups is that they are groups. They form a personality based on the group, not necessarily your family offices preferences. The deals they attract and deals they screen fit the overall group's approach and biases. Thus, it is important to do research and to get a good feel for any group before you join. Join online networks like Gust.com, AngelList.com, and SecondMarket.com, et cetera. The biggest advantage to these online groups is the sheer number of deals you can find with a few clicks of a button. You can often search, filter, or sort based on your preferred criteria. Each website has its own slant or focus so you can research before you join. The biggest disadvantage to these groups is also the sheer number of deals and lack of a consistent screening process before you see the deals. Because these are online networks that try to make it easy for thousands of companies to submit their information, there's an increased chance that some of the deals are not exactly what they claim to be. Further, they try to recruit as many investors as possible which most likely will create more interest from other investors. For many sites, this is the goal. The good news is that this could allow you to place a lot of small investments alongside many other investors without needing to complete the round yourself. This content was produced by the Family Office Club, to learn more about downloading our free book on ultra-wealthy investors and investing, to explore membership, or see when our next live events are please visit 🤍 If you are interested in setting up a family office solution, or getting better direct investment deal flow through our Centimillionaire Advisors, LLC division please visit 🤍 #familyoffices #centimillionaires #privateinvestors #investor #investors #angelinvestors #investorrelations #capitalraising #investing #money #finance #directinvestment #investment #business #angelgroups Richard C. Wilson is the founder of the Family Office Club, the #1 largest community of registered ultra-wealthy families and family offices with 1,750+ registered investors and 20+ live events a year. To download a free book on the family office industry please visit: 🤍 and if you need help investing or setting up your family office please see our Centimillionaire Advisors, LLC website at 🤍
The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors. To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: 🤍 Membership and our events please see 🤍 or to learn more about setting up your family office please see 🤍 ►Where to follow and listen to Richard: Twitter: 🤍 Website: 🤍 LinkedIn: 🤍 iTunes: 🤍 Products: 🤍 Facebook: 🤍 Trainings: 🤍 Bootcamps: 🤍 Family Offices Summits: 🤍 Family Office Jobs:🤍 Thank you for watching this video—Please Share it. I like to read comments so please leave a comment. ► Subscribe to My Channel: 🤍 Richard is a bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance.He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.
Looking for a family office in Tokyo to be able to survive the current economic crisis? Perhaps we can help, especially if you are a professional athlete or a business entrepreneur who wants to diversify internationally. 🤍 No matter where you currently live we've got you covered with our multi-family office services. The Musinyan Group is a leading global asset management firm that provides comprehensive multi-family office services to professional athletes, actors, musicians, inventors, artists, and business entrepreneurs with rather complex international asset structure. Our family office specializes in offering comprehensive multi-disciplinary services designed for a special client who needs international accounting, private banking, tax, insurance, estate planning, wealth advisory, public relations, education, technology, security, legal and philanthropic services that may not offered by traditional bankers or investment advisors. We focus on serving the needs of high-net worth clients through research, development and the application of special risk-management strategies designed to fit the unique financial needs of individuals and families with multi-jurisdictional global presence. We develop custom equity portfolios for unique clients and their families with complex international asset management needs. Founded in 1994, our firm is headquartered in New York City and maintains offices in all major business centers around the world. Call us at the telephone number provided in the video for further information. All Rights Reserved (C) 2020 The Musinyan Group - - - 🤍 - -
UBS Group AG is considering an end to the stand-alone status of its global family office, which caters to its wealthiest clients. This comes amid internal wrangling about profit sharing between the bank's units. Nabila Ahmed reports on "Bloomberg Daybreak: Australia." Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: 🤍 Connect with us on... Twitter: 🤍 Facebook: 🤍 Instagram: 🤍
The Family Office Club is the #1 largest community in the industry with well over 1,500 registered single and multi-family offices which manage in excess of $1 Trillion in Assets Under Management. At our 15 exclusive events per year, you hear from billionaire family members, top 50 multi-family offices, and secretive single family offices. To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: 🤍 Membership and our events please see 🤍 or to learn more about setting up your family office please see 🤍 ►Where to follow and listen to Richard: Twitter: 🤍 Website: 🤍 LinkedIn: 🤍 iTunes: 🤍 Products: 🤍 Facebook: 🤍 Trainings: 🤍 Bootcamps: 🤍 Family Offices Summits: 🤍 Family Office Jobs:🤍 Thank you for watching this video—Please Share it. I like to read comments so please leave a comment. ► Subscribe to My Channel: 🤍 Richard is a bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance.He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.
Full episode here: 🤍
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