752 Episodes

  1. Identifying your Sandbox

    Published: 12/03/2021
  2. Investor Lead Gen

    Published: 10/03/2021
  3. Qualified Small Business Stock - Tax Protected Investments

    Published: 08/03/2021
  4. R&D Tax Credits for Manufacturing & Software Companies

    Published: 06/03/2021
  5. Self-Directed IRA Accounts: How to Invest Tax Free Directly Into Private Equity & Real Estate Deals

    Published: 03/03/2021
  6. Private Placement Life Insurance PPLI Wrapper Strategy for Direct Investment Tax-Efficiency

    Published: 02/03/2021
  7. Real Estate Investment Tax Strategies

    Published: 26/02/2021
  8. 529 Plans | What Every Investor Needs to Know

    Published: 24/02/2021
  9. 4 Insights After Closing on Over 50 Investments

    Published: 23/02/2021
  10. Raising Capital from Single Family Offices & Ultra-Wealthy Investors

    Published: 19/02/2021
  11. Navigating the Three Trust Curves

    Published: 15/02/2021
  12. Online Private Investor Club for income and Tax-efficient investments

    Published: 12/02/2021
  13. 3 Strategies for Success

    Published: 10/02/2021
  14. Importance of Value Add, Printed Material Mailing

    Published: 09/02/2021
  15. Family Office Tax Structures

    Published: 05/02/2021
  16. Member Spotlight Interview with Toby Loftin from BP Capital Fund Advisors, LLC

    Published: 03/02/2021
  17. Interview with a Member on Raising over $100M

    Published: 02/02/2021
  18. Tax Interview: What is QBI? | Laura Theiss

    Published: 29/01/2021
  19. 14 Current Investor Mandates from Our Club

    Published: 26/01/2021
  20. Member Spotlight Interview with William Atha from Morgan Stanley Wealth Management

    Published: 25/01/2021

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The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights. We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing and scale you are in the right place.Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and innovative structures such as performance-fee only and Co-GP investment opportunities. The Family Office Club has over 7,500 registered investors and our online investor community has over 700 recorded investor mandates, with a normal 15 live events hosted a year with 6,500 participants at those live events. To learn more please visit http://FamilyOffices.com or text (305) 333-1155

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