Family offices invest a family's own capital, often through direct deals as well as funds. These answers cover what a family office is, what they look for and how to get in front of them.
Related tool: family office fit check. Browse all capital raising questions.
In this session, Richard C. Wilson presents mental models and actions used by business builders, family offices, and investors. Topics include positioning for capital, communicating with investors, structuring deals, negotiation, and providing strategic value.
Richard C. Wilson covers the basics and common terms of joint venture and Co-GP deals. Guest speaker Meg Epstein discusses growing CA South to $250 million in assets using several such structures, along with practices, case studies, and mistakes to avoid.
Isabel discusses her team's 300+ venture investments and 100+ real estate transactions, and how its wealth originated in real estate development. She also covers its move into venture capital, the development of Copper Valley as a data center hub, and what family offices look for in deals.
Richard C. Wilson has run the Family Office Club since 2007. It is the largest investor club in the world by media reach. The 15-person team hosts 30 events a year, including 16 in person, and has hosted more than 340 events since 2007. Richard shares what he has learned on the Centimillionaire Strategies YouTube channel.
Text or WhatsApp Richard at (808) 600-9260 or email Richard@FamilyOffices.com with a question about your raise. More about Richard.
General education only. Not legal, tax or investment advice.
