Richard Wilson is the Founder and CEO of the Family Office Club, the largest association in the family office wealth management industry with over 100,000 current members. He has authored multiple #1 bestselling books on family offices, including The Single Family Office: Creating, Operating & Managing Investments of a Single Family Office. Richard has spoken at over 250 conferences in more than 14 countries, sharing his expertise on family office insights and case studies. He holds a MBA from the University of Portland.
In this episode…
Many entrepreneurs and investors struggle to build lasting relationships with ultra-wealthy individuals and secure high-level deals. The world of billionaires and family offices can feel like an exclusive club, with unclear rules on how to break in and thrive. So, how do you gain access, establish trust, and leverage opportunities in a space dominated by the world’s wealthiest investors?
Richard Wilson, an expert in family offices and billionaire investment strategies, shares key insights on navigating and succeeding in this exclusive world. He emphasizes the power of brute force reciprocation — offering value first and building trust through consistent, high-quality interactions. He also highlights the importance of structuring deals in a way that de-risks investments for investors while ensuring long-term success. Additionally, Richard discusses the mindsets of billionaires, the advantages of in-person networking, and how to position yourself for high-level partnerships effectively.
In this episode of Inspired Insider Podcast, Dr. Jeremy Weisz interviews Richard Wilson, Founder and CEO of the Family Office Club, about breaking into the ultra-wealthy investor space. Richard shares his approach to building trust with billionaires, structuring investment deals, and leveraging networking for long-term success. He also discusses key lessons from billionaire-authored books, insights from high-profile interviews, and strategies for acquiring premium digital assets.
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