Family Office Podcast - Private Investor & Investment Insights Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC

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 other way. Maybe they are not enjoyable to be around. Maybe they are not respectable. Or maybe they are just not your type of person. Either way, when it comes to closing dea...

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 one of our billionaire speakers was that it is helpful to review every day what you are currently committed to - and whether or not it is still worth working on and s...

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 joyful can attract investors, along with traits like long-term thinking, consistency, and emotional intelligence. Gain valuable tips on building trust, serv...

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 not only trust but that they believe in as the clear choice among all of the other competitors. You need to have high conviction as well as a clear and concise busin...

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 understand the art of building a presentation that not only builds trust and credibility but also proves why you are the clear choice among everyone else in your competiti...

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 for localized production and services. Gain valuable insights into the revitalization of these sectors, uncovering the opportunities they present for entrepreneurs, in...