Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights

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Send us Fan MailPanel discussion from the 2019 Family Office Super Summit on real estate investors success stories here from five real estate investment firms who have raised over $20 million each. So we're going to keep this one focused on real estate and we're going to keep this focused on how these firms have been able to successfully raise capital in their respective asset classes. Please keep in mind, I do get a lot of people that come up to me and say, wow, you guys have a lot of real estate investors here. And the stats on our investors are as follows, 75% of our family offices invest in real estate. On average, it makes up about 25% of their portfolio. What that means is that on average another 75% is diversified into other niches. 

Send us Fan MailRichard Wilson, at the Hyatt where we are hosting our private investors summit. I'm putting together a plug and play virtual family office infrastructure solution for $200 million-plus net worth families and I'm going to be kind of beta testing this structure across maybe a dozen families that are all worth somewhere between 15 to 20 million on the low end, up to three to 400 million of net worth. If you're a family of that nature and you want to see what we're doing to make things more cookie-cutter at the start for a virtual family office or your core infrastructure is available, and then obviously we customize things to whether you have 10 LLCs or 200 or whether you have five homes and 10 businesses or one business and a lot of real estate holdings, et cetera, but to have a plug and play infrastructure is really our goal for a lot of our clients who are going forward. Do you want to learn more about that? Shoot me a quick note. It's just Richard@familyoffices.com going to learn a little bit more about us. First and then shoot me a note. Please go to Centimillionaires.com its Centimillionaires.com and you'll see some of the investor advisory work that we do there, or family offices.com you come to meet me face to face in person at one of our 32 live events a year first. So thanks for checking this out. It's Richard C. Wilson for the family office club. Talk to you soon. 

Send us Fan MailRichard C. Wilson covers the ways you can be building new relationships, connect with new investors, and transform how you raise capital and source deals through our investor club.

Send us Fan MailMichael Scott - CHAIRMAN, CEO AND FOUNDER - Michael Scott is an entrepreneur, family man, and martial artist with a passion for life. Michael’s core values are Family, Integrity, Helping Others, Leadership, Loyalty. During Michael’s two-decade career in Wealth Management, he became one of the youngest top 1% ranked advisors at Ameriprise Financial. He put his first deal together with the executives of Ameriprise Financial in a seven-figure acquisition that became the company’s first external practice acquisition. Fast forward a handful of years and Michael is now the Founder/Owner of BAM Partners LLC an entrepreneurial holding company of 7 businesses and growing.Michael’s professional focus has now shifted to the cannabis industry. Michael’s been instrumental in bringing cannabis companies from pitch deck to nine-figure valuations with the infusion of smart capital, strategy, and purpose-driven leadership. Michael and team have developed an extensive lead in replicating “Shark Tank” in cannabis for the Boston area.Michael’s unique ability is to strategically lead and develop entrepreneurs toward their own values-based excellence. On a personal note, he’s an avid martial artist and loves to teach and train multiple disciplines such as MMA, Brazilian Jiu Jitsu, Muay Thai and Taekwondo. Michael is happily married to his wife, Kerri, and they share three kids.Peter Dougherty – CEO Orion Partners.ai Inc. - Peter has over 20 years of CEO experience in financing, managing and transacting early and mid-stage companies and has raised over $130M in Venture Capital, Private Equity and micro-cap funds. Currently CEO at Orion Partners.ai Inc. providing artificial intelligence for precision agriculture for large cannabis producers. Previously Consulting General Manager of Medicinal Genomics, providing the genetics of Cannabis. Also, previously General Manager Sequencia Technologies a cloud infrastructure consulting and implementation firm that developed the first fully integrated cloud compute, storage and networking virtualization solution. Before Sequencia, Peter was the CEO & Founder of Certeon Inc., the first virtualized WAN optimization and cloud interconnect software company. Prior to Certeon he was CEO of Bitcasting, the first universal multimedia player for the web. Peter’s career in technology solutions also includes a senior position at EMC in their Media Solutions Group after EMC acquired Bitcasting. Peter also Skippers Peningo, a custom Dubois 49 sailboat in and around New England waters.

Send us Fan MailRichard Wilson, CEO, and Founder of the Family Office Club.  Who wants to let you know we're gonna be doing some investor mandate interviews. It's gonna be a new format for us. For those of you that watch a YouTube channel or listen to our podcast, I hope you find that some of the most valuable content that we put out it's gonna be one-on-one short interviews. The goal is to keep it to 7 minutes. We're interviewing investors in this format, seeing what their investor mandate is where they're based, what time, What type of firm there with what they're looking for above everything else to invest in right now and then Also, you know, what's their number one piece of advice either for other investors or those raising capital. 

Send us Fan MailRichard C. Wilson, CEO and founder of the Family Office Club interviews one of our members, Meg Epstein from CA South Development. CA South is a boutique real estate investment and development company in Nashville, which manages its own fund. Thus, is a fully integrated development and investment company. Meg Epstein was 2019 finalists for Entrepreneur of the Year in Nashville and recently named Woman of Influence in the Top 36 most powerful women in Nashville. She was also recently named Developer In-Charge by the Nashville Post. 

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