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Mistakes You Are Making If You Are New to Working With Ultra-Wealthy Investors

Mistakes You Are Making If You Are New to Working With Ultra-Wealthy Investors

FromFamily Office Podcast - Private Investor & Investment Insights


Mistakes You Are Making If You Are New to Working With Ultra-Wealthy Investors

FromFamily Office Podcast - Private Investor & Investment Insights

ratings:
Length:
8 minutes
Released:
May 14, 2024
Format:
Podcast episode

Description

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 business plan that shows investors why they should close a deal with you vs everyone else in your industry. And the best way to do that is to stay clear of some of the most common pitfalls and mistakes that often separate hard-working business owners from the capital they need to grow. If you're new to working with ultra-wealthy investors, watch this video to learn about common mistakes you may be making. Featuring insights from family office expert Richard C. Wilson, this video will help you navigate the world of high-net-worth clients successfully.------------------------------------------Welcome to the "Private Investor Club - 7,500 Investors". Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.com
Released:
May 14, 2024
Format:
Podcast episode

Titles in the series (100)

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 3,000 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 participants 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://InvestorClub.com and HTTP://DoctorsInvestorClub.com