48 min listen
Wealth Management with Richard Wilson
Wealth Management with Richard Wilson
ratings:
Length:
37 minutes
Released:
Jan 17, 2019
Format:
Podcast episode
Description
Richard C. Wilson helps $100M+ net worth families create and manage their single family offices and currently manages 14 clients. He is the author of the #1 bestselling book in the family office industry, The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office and a recently released book called How to Start a Family Office: Blueprints for Setting Up Your Single Family Office. The Wilson Holding Company is also the exclusive wine importer and a wine brand representative for Hofkellerei des Fursten Von Liechtenstein, the 600 year old vineyard owned by the princely family of Liechtenstein. He talks with us about the Family Office, high net worth individuals and managing the entrepreneur’s time. The Rundown The Single Family Office What is a Family Office Wealth Management Risk Consultation Financial Chaos Estate Planning Accounting Investment Portfolio Cashflow Raising Capital Default Mental Mindsets Investor Relations Attracting Investors Building Trust High Net Worth Headaches Family The Three Trust Curves Pitchdecks.com GaryV Have A 1 Pager Create Relevance Structuring a Family Office Integrity Upcoming Events Richards Website: familyoffices.com Subscribe to our Youtube Channel for lots of great content! Get tickets to our next Multifamily Mastery Event in Orlando!
Released:
Jan 17, 2019
Format:
Podcast episode
Titles in the series (100)
Using Cost Segregation to Build Wealth, with Chris Wetherall: In this episode, Chris goes step-by-step to show investors how they can begin utilizing cost segregation studies to build wealth. We view cost segregation as a crucial component of our wealth building strategy. by Jake and Gino Multifamily Investing Entrepreneurs