EXCELSIOR CAPITAL PRESENTS

Raising Capital, Investment Structures, and Partnering with $1B+ Balance Sheet Partners

Richard Wilson, CEO and founder of the Family Office Club, shares his experience and insights into high-net-worth family wealth management.

Podcast: Raising Capital, Investment Structures, and Partnering with $1B+ Balance Sheet Partners

Richard Wilson, CEO and founder of the Family Office Club, shares his experience and insights into high-net-worth family wealth management. Richard has witnessed changes in the definition of a family office, how some wealth management firms try to masquerade as multi-family offices, and how families should design their game boards. He also shares his views on how large families can become private equity firms themselves and the value of applying a private equity playbook to family assets. Lastly, he touches on trends in wealth management related to generational transfer and ESG, emphasizing the importance of passing on values and wealth and working together to ensure a successful transition.

Key Highlights

[00:01 – 07:56] Opening Segment

  • Richard’s brief background and career
  • A family office is a full balance sheet investment solution for an ultra-wealthy family
  • Some wealth management firms call themselves multi-family offices to target more affluent clients

[07:58 – 12:35] Investing in Health and Wellness: What Wealthy Families Need to Know

  • Helping families design an approach to acquire deals at a superior valuation
  • Post Covid, people move faster to take advantage of opportunities
  • Smart families invest in health & wellness programs

[12:36 – 18:19] Taking Advantage of Opportunities to Self-Regulate and Live Longer

  • Investing in health is more important than money
  • Not having caffeine or alcohol can have positive impacts on wellbeing
  • Sleep is essential; less than 6 hours a night is unhealthy

[18:20 – 26:07] Unlocking Capital Allocation Strategies for New and Multi-Generational Family Offices

  • Email blasting and following up excessively do not work when trying to access family office investors
  • Adding value, standing out, concise communications, and a unique offering are key
  • Referrals and knowing the industry help speed up the process

[26:08 – 35:19] Exploring the Trends of Impact Investing and Generational Wealth Transfer

  • Younger generations are more likely to focus on ESG and impact investing than older generations
  • Successful families outsource investment management, focus on areas they are passionate about, and pass on values rather than just wealth
  • Family values should be integrated into everyday life and reinforced with rewards and consequences

[35:20 – 38:02] Closing Segment

  • Connect with Richard through the links below!

Additional Links:

Connect with Richard: www.FamilyOffices.com 

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/ 

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