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.
General education only. Not legal, tax or investment advice.
Richard has run the Family Office Club since 2007, the largest investor club in the world by media reach. The team hosts 30 events a year, including 16 in person, and has hosted more than 340 events. Richard has done 46+ transactions as an investor and shares what he has learned on the Centimillionaire Strategies YouTube channel.
If you're working through a raise and have a question, I'm happy to help. Text or WhatsApp me at (808) 600-9260 or email Richard@CapitalRaising.com.
