How do I approach wealthy investors?

I approach wealthy investors by adding value first, understanding what they invest in, and building a relationship before asking for capital.

How do billionaires decide what to invest in?

From my conversations with wealthy families and billionaires, I have found that investment decisions often begin with expertise, relationships, trust, and a clear understanding of the opportunity.

Questions about ultra-wealthy investors

Ultra-wealthy investors and billionaires often invest through gatekeepers and long relationships. These answers cover how they decide and how to approach them.

2 questions

How do I approach wealthy investors?I approach wealthy investors by adding value first, understanding what they invest in, and building a relationship before asking for capital.
How do billionaires decide what to invest in?From my conversations with wealthy families and billionaires, I have found that investment decisions often begin with expertise, relationships, trust, and a clear understanding of the opportunity.

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Billionaire Jeff Hoffman's Business Scaling Journey Brought An Audience of 1,000+ to Tears | Ep 3

Jeff Hoffman's keynote recounts how he and his family moved beyond financial hardship toward success. The description presents the story as one of determination and entrepreneurial spirit.

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Billionaire Jeff Hoffman's Keynote at the Family Office Club's 8th Annual Family Office Super Summit

Jeff Hoffman's keynote is described as drawing on his experience as an early investor in Priceline.com, Ubud.com, and Booking.com, and as the inventor of the airport check-in kiosk. It was delivered at the Family Office Club's 8th Annual Super Summit.

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Family Office Focus: Where does the ultra-wealthy see the highest demand for investments?

General education only. Not legal, tax or investment advice.

About Richard C. Wilson

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.

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