• What are family offices' wealth managers seeking next?

  • Jul 13 2024
  • Length: 19 mins
  • Podcast

What are family offices' wealth managers seeking next?

  • Summary

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    In this insightful panel discussion hosted by the Family Office Club and Richard C. Wilson, experts in the field delve into their respective areas of expertise within the investment space.

    Topics include a focus on alternative investments such as private equity, venture capital, real assets, and private credit.

    The panelists, each representing different perspectives within the family office realm, discuss strategies and insights tailored for first-generation wealth builders, business owners, and entertainers seeking robust financial planning and advisory services.

    -------------------- Watch the youtube video here https://youtu.be/4T0BpwFhRvo

    Welcome to the "Private Investor Club - 7,500 Investors. Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.

    Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.

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