Join Mo Bina and guest, Richard Wilson, CEO, and Founder of Family Office Club, as they discuss safeguarding assets from minor mistakes to prevent severe financial harm and his journey from cold calling to what he is in the industry today. Richard...
Join Mo Bina and guest, Richard Wilson, CEO, and Founder of Family Office Club, as they discuss safeguarding assets from minor mistakes to prevent severe financial harm and his journey from cold calling to what he is in the industry today. Richard shares that the family office has nothing to do with setting up an office in a house. Instead, it is about needing someone to help plan one's business holistically and look over the balance sheet as one gets wealthier. Because one mistake, like forgetting to file something on time, could have paid for a full-time person to prevent errors from happening. He also talks about the different lessons he learned in every stage of his search for that one niche that will put him in the position of an expert over time. There's more to unpack in this episode! Tune in and enjoy!
In this episode, Richard talks about:
About Richard Wilson:
Richard is a third-generation Eagle Scout, husband, and father of 3 living in Scottsdale, Arizona. He is the CEO & Founder of the Family Office Club, the #1 largest association of over 3,000 registered ultra-wealthy families and their family offices. Richard has helped create and formalize 100+ family offices and counts a shark from Shark Tank, several billionaires, many REITS, and 500+ investors with an average net worth of $28M as clients. Richard works with clients through InvestorClub.com and Doctor's Investor Club, where he helps them access top-screened direct investments. In addition, Richard's 20-person team also operates multiple media platforms, including Dentist Investors, LLC, InvestorResidences.com, Billionaires.com, and CommercialRealEstate.com.
Richard has written three #1 bestseller family office books on Single Family Offices, How to Start a Family Office and Centimillionaires ($100M+ net worth families). Richard has an undergraduate degree in business, an M.B.A., and has studied post-masters psychology through Harvard University's ALM Division.
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Email him at: firstname.lastname@example.org
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