logo
episode-header-image
Sep 2018
18m 25s

Special Guest, Richard C Wilson

Victor Menasce
About this episode
Richard Wilson is the founder and CEO of the Family Office Club. They have 20 events each year and specialize in everything having to do with family offices. Listen to this very informative conversation about high net worth money management. 
Up next
Yesterday
The Everything Crisis with Dr. Anas Alhajji
Dr. Anas Alhajji is one of the preeminent energy analysts in the world today. He is based in Dallas Texas. On today's show we are talking about the multiple factors that are affecting energy markets and global supply chains. Most of these factors are not making headlines and are ... Show More
30m 18s
Yesterday
BOM - 1929 Inside the Greatest Crash in Wall Street History, and How It Shattered a Nation.
On today’s show, we’re reviewing a new book by Andrew Ross Sorkin called 1929: Inside the Greatest Crash in Wall Street History, and How It Shattered a Nation.Sorkin is best known for Too Big to Fail, his account of the 2008 financial crisis. In this book, he goes back nearly eig ... Show More
6m 10s
Jul 31
Panama Is Not In The Headlines
Cost Segregation Is The Key to Bonus Depreciation. To Take advantage of bonus depreciation and lower your taxes, reach out to the Cost Segregation Guys.-------------Panama is not in the headlines, but maybe it should be. Today we’re talking about water levels in the Panama Canal. ... Show More
4m 36s
Recommended Episodes
Apr 2019
How to Raise Capital from Private Investors with Richard Wilson
Richard helps implement discreet full balance sheet family office solutions for $100M+ net worth families through his firm Centimillionaire Advisors, LLC. He is also the founder of the Family Office Club, the largest membership-based family office association (FamilyOffices.com) ... Show More
29m 8s
Mar 2023
TIP530: The Top 5 Billionaire Books w/ Richard Wilson
Trey invites Richard Wilson. Together, they discuss his top 5 favorite books written by billionaires and tease out the lessons from each one. Richard is the Founder and CEO of The Family Office Club, which is the #1 family office association with over 4,000 registered family offi ... Show More
1h 1m
Sep 2024
Megan Gorman: Mastering Taxes and Estate Planning for Wealthy Clients
Chequers Financial Management’s founder discusses why ultrahigh-net-worth investors require highly personalized services. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adv ... Show More
42m 28s
Nov 2019
16. The Power of Purpose | Tom Wilson
Tom Wilson, Chair, President and CEO of Allstate, is passionate about the purpose of individuals and the purpose of business. He recently shared the stage with Maril at an Executives' Club of Chicago event. Their conversation, released here as the Season 2 finale of Let Go & Lead ... Show More
35m 2s
Dec 2024
E121: What Billionaires Do Differently in Investing with Ron Diamond
In this episode of How I Invest, David Weisburd speaks with Ron Diamond, a renowned expert in the family office space and the founder of Diamond Wealth. Together, they explore the transformative role family offices are playing in private markets, the impending $84 trillion wealth ... Show More
38m 25s
Jun 2024
With More Money Comes Greater Risk
Send a textDelve into the complexities of wealth and risk.Learn how to invest in real estate with the Cashflow 2.0 System! Your business in a box with 1:1 coaching, motivated seller leads, & softwares. https://www.wealthyinvestor.com/Want to work 1:1 with Ryan Pineda? Apply at ry ... Show More
11m 56s
May 2022
Michael Sonnenfeldt: The Most Successful Real Estate Deal of All Time and Building a Community of Billionaires
Sam Parr (@TheSamParr) talks to Michael Sonnenfeldt, founder and chairman of Tiger 21 - a peer-to-peer network for high net-worth wealth individuals - about how to build wealth and how to preserve it. ----- Links: * Michael Sonnenfeldt * Tiger 21 * Do you love MFM and want to see ... Show More
1h 7m
Nov 2023
M&A from a CFO's Perspective Session 2
Samuel Wilson, Chief Executive Officer at 8x8 (NASDAQ: EGHT) In the grand scheme of things, every M&A must make financial sense. Whether it's cutting cost, increasing revenue, or achieving operational efficiencies, it all boils down to the numbers. After all, every company's main ... Show More
48m 2s
Aug 2024
From GameStop to Meme Stocks with Ricky Sandler
Barry Ritholtz speaks to Ricky Sandler, the chief investment officer and the founder of Eminence Capital. Today, Eminence is a $7B global investment management organization. Prior to launching Eminence, Ricky was co-founder and co-general partner of Fusion Capital Management, LLC ... Show More
1h 3m
Sep 2023
The Business of Nightclubs
RCI Hospitality CEO Eric Langan on consumer spending, capital allocation, and getting into the casino business. (00:21) Jason Moser and Deidre Woollard discuss: - The wisdom Amazon’s bet on Anthropic. - Why Amazon is getting into charging for streaming. - If check-out-free techn ... Show More
31m 5s