Investing and Networking: Richard Wilson Family Office Club
Richard Wilson is the Founder and CEO of Family Office Club. Since launching in 2011, Richard has grown his firm into one of the leading networks for family offices, wealth advisors and investors worldwide. His work has been featured in Forbes, Bloomberg Businessweek, The Wall Street Journal and other media outlets. With more than a decade of experience as an entrepreneur, Richard has a proven track record of success in the world of investing and networking. In this interview, he shares his insights on what it takes to build a successful network and how investors can use their connections to maximize wealth-building opportunities. Additionally, Richard touches on the importance of understanding family office dynamics and utilizing digital resources to strengthen one’s investment portfolio. Richard’s advice is invaluable to any investor looking to get an edge in the investing world. With his experience and knowledge, Richard proves time and time again that networking is essential for investors if they want to make their dreams come true. So take some notes and learn from one of the experts on how to build a successful investment network. Listen now!
See Richard Wilson’s Recent Interview with Alan Olsen: https://youtu.be/WIafFKM9S5s
What is a Family Office?
Family offices are private entities created to manage the wealth and investments of high-net-worth individuals and families. They provide a range of services such as asset management, financial planning, tax advice, risk management and estate planning.
How has the Family Office Club helped connect investors?
Family Office Club provides a platform that connects investors and advisors with family office members. We have an extensive network of contacts and resources, including access to more than 250 family offices worldwide and a wide range of investments. Additionally, Family Office Club’s team works closely with each user to develop tailored investment strategies to meet their individual goals. They also provide educational resources, including webinars and seminars, to help their members understand the dynamics of family office investing.
The Single Family Office: Creating, Operating & Managing Investments of a Single Family Office
Richard Wilson’s book, The Single Family Office: Creating, Operating & Managing Investments of a Single Family Office is an essential resource for investors, family offices and wealth advisors. Filled with insightful case studies and up-to-date research on the latest trends in family office investing, the book provides an invaluable guide to navigating the complex and ever-evolving world of family office investing. From understanding the structure and dynamics of single family offices to developing strategies for deploying capital, this book is an essential resource for anyone looking to maximize their wealth-building potential. Richard’s insights on the importance of networking and staying connected in the investment community are particularly compelling. By leveraging one’s connection to a family office, business can open the door to previously inaccessible investment opportunities that have the potential to generate significant returns.
Family Office Super Summit
In October 2020, Richard Wilson launched the inaugural Family Office Super Summit, a virtual event that brought together more than 400 investors and advisors for two days of education and networking. The summit featured some of the industry’s leading experts in family office investing who provided insights into everything from portfolio design to tax optimization strategies. Participants also had an opportunity to connect with family offices and gain access to exclusive investment opportunities. The event was a resounding success and provided invaluable insights into the world of family office investing.
Richard Wilson’s Advice for Investors
At the end of the day, Richard believes that networking is key for any investor or business is looking to maximize their wealth-building potential. He encourages private investors to join professional networks and family office clubs to gain access to high-quality investment opportunities. Additionally, Richard advises ultra wealthy investors to stay informed on the latest trends in the industry by reading relevant publications and attending seminars for enhanced audience engagement. He also encourages investors to establish investor relationships with key individuals at family offices and wealth advisors, as these connections can open up a world of new possibilities when it comes to expanding one’s investment portfolio.
Finally, Richard emphasizes the importance of staying disciplined and focused on one’s long-term goals when managing an investment portfolio. He believes that business should take calculated risks in order to maximize returns, but always keep their big picture objectives in mind. With this approach, investors can create a successful network in capital raising pursuits.
About Richard Wilson
Richard C. Wilson is a third-generation Eagle Scout, husband, and father of 3 living in Scottsdale, Arizona. He is the CEO & Founder of the Family Office Club, the #1 largest association of over 3,000 registered ultra-wealthy families and their family offices. Richard has helped create and formalize 100+ family offices and counts a shark from Shark Tank, several billionaires, many REITS, and 500+ investors with an average net worth of $28M as clients. Richard works with clients through InvestorClub.com and Doctor’s Investor Club where he helps them access top screened direct investments. Richard’s 18-person team operates multiple media platforms including Dentist Investors, LLC, InvestorResidences.com, Billionaires.com, and CommercialRealEstate.com.
Richard has written three #1 bestseller family office books on Single Family Offices, How to Start a Family Office, and Centimillionaires ($100M+ net worth families). Richard has an undergraduate degree in business from Oregon State University, an M.B.A., and has studied post-masters psychology through Harvard University’s ALM Division.
To view more content like this, click here to subscribe to our YouTube channel
And click here to receive our FREE Newsletter.
Thank You!
Self Employed Refinancing Problems – What Can Business Owners Expect?
Self Employed Refinancing Problems – What Can Business Owners Expect? By Tristan Hunt Self Employed Borrowers at Greatest Risk of Foreclosure It’s a hot topic. Millions of self-employed borrowers who purchased or refinanced a home in the past 5 years under liberal “stated income” or “no documentation” mortgage programs are finding they cannot qualify to…
The Importance of Life Insurance in Estate Planning
Life Insurance for Estate Planning As part of the estate planning process, you may talk to any number of advisors—from lawyers, accountants and trust officers, to financial and retirement planners. These advisors often provide not only valuable services, but also may be in the business of selling investments, annuities and insurance. You will need to…
How to Raise Children That Become Entrepreneurs
How to Raise Children That Become Entrepreneurs By Lauren Hidden Ever since my kids can remember, I’ve worked from home. Sometimes I have to remind them that I’m not sitting home playing with their toys or eating bon-bons when they’re at the babysitter or at school, but for the most part they “get it”. As…
Transferring Assets to a Second Spouse (and to children from the first)
Transferring Assets to a Second Spouse (and to children from the first) Elizabeth and Thomas Carr (names fictitious), both in their late 60s, each have one child from a prior marriage. During the 30-plus years of their marriage, they each have accumulated an estate of over $5 million. The full $1.5 million credit against estate…