Welcome to the Family Office Club Blog

Here you will find videos, articles, interviews with family offices, webinars, recording of some event discussion panels we have hosted, etc. There is no room to post our 1,500 videos and audio interviews produced to date, this is just a sample of our work in the space for those considering membership.  I hope you enjoy all of these free resources, download our free book on family offices, apply for membership, and we hope to see you at one of our 20 live events over the next year.

Most Popular Blog Content Published to Date

  1. Centimillionaire Migraines [Video + Slides]
  2. 3 Trust Curves Needed for Deals to Get Done
  3. The Importance of Integrity & Integration Above All Else
  4. Capital Raising Push Ups
  5. Smart Family Office Money
  6. Deal Flow Multipliers [30 Minute Conference Presentation Video]
  7. New Investor Fishing
  8. How to Use a Published Book to Get Investor Meetings
  9. The Trade-Off – Should Family Offices Diversify their Direct Investments? from NYC Deal Flow  [Video Download Link]
  10. How to Raise Capital from Family Offices (Ferrari in Singapore Video)
  11. How I Sign Contracts with Billionaires
  12. Investor Relations Software & Tools we Use [30 Minute Conference Presentation Video]

Family Office Management & Creation Content:

  1. What Family Offices Want from Private Equity
  2. 50 Family Office Kick-Off Questions
  3. Three Phases of a New Single Family Offices
  4. Single Family Office Investing
  5. Mitzi Purdue on Single Family Office Legacy Protection [Video Download Link]
  6. The Difference Between a Holding Company and Family Office
  7. Creating a Family Office
  8. Designing Your Family Office as a Centimillionaire
  9. Launch Your Single Family Office
  10. Why Start a Single Family Office
  11. Hidden Dangers of Running a Large SFO
  12. “Cheap” Billionaires
  13. Family Office Capital Base
  14. Positioning Yourself
  15. Investor Reporting and Relations
  16. Angel Investing Strategies
  17. Smart Family Office Money
  18. Top Three Real Estate Investing Mistakes
  19. Real Estate Mistakes Family Offices Should Avoid
  20. Oil & Gas: Chasing the Blood in the Streets

Family Office Club Investor Summit Sample Videos: Here are a few sample talks and discussion panels taken from our 20 investor summits and investor relations workshops hosted each year.

  1. Managing Risk: How Family Offices Protect Their Clients – Discussion panel from Family Office Super Summit [Video Download]
  2. Mitzi Purdue on Single Family Office Legacy Protection [Video Download Link]
  3. Segment from Capital Raising Catalyst Workshop formally called our Capital Raising Boot Camp on Positioning [Video Download Link]
  4. The CIO Perspective Discussion Panel from our Single Family Office Summit in NYC [Video Download]
  5. The Trade-Off – Should Family Offices Diversify their Direct Investments? from NYC Deal Flow  [Video Download Link]
  6. “The Deal Flow Game” Discussion Panel from our London Family Office Deal Flow Summit [Download Link]
  7. Deal Flow Multipliers [30 Minute Conference Presentation Video]
  8. Deal Sourcing Strategy from an $8B Family Office
  9. Deal Flow Origination Discussion Panel from Miami Real Estate Investor Summit [Download Link]

Family Office Industry Trends

  1. The CIO Perspective Discussion Panel from our Single Family Office Summit in NYC [Video Download]
  2. The Trend of Allocating to Direct Investments as a Family Office
  3. Family Offices Around the World
  4. Will a Family Office Invest In Your Offering
  5. Trump Effect on Single Family Offices
  6. Why Centimillionaires Need Single Family Offices
  7. The State of the Family Office Industry in Cuba
  8. The Growing Trend of Geographical Family Offices
  9. Family Office Philanthropy
  10. The Emergence of Global Family Office Industry
  11. Greedy Family Office Professionals
  12. Paying for Value
  13. Five Family Office Best Practices

Want more content on the family office industry? Please subscribe to both our Family Office Podcast via iTunes as well as our Family Office Club Channel on Youtube as well.

Deal Origination & Deal Flow Insights for Investors & Investment Firms

  1. “The Deal Flow Game” Discussion Panel from our London Family Office Deal Flow Summit [Download Link]
  2. Deal Flow Multipliers [30 Minute Conference Presentation Video]
  3. Deal Sourcing Strategy from an $8B Family Office
  4. How to Build a Deal Flow Pipeline [60-minute webinar video]
  5. Variables to Watch While Trying to Close Deals
  6. Leverage Points to Attract More Quality Deal Flow
  7. Obtaining Choke Points Webinar Video Recording
  8. Deal Flow Origination Discussion Panel from Miami Real Estate Investor Summit [Download Link]

Investor Relations Insights: If you are an investment firm principal, internal capital raiser, or placement agent you may find these videos below useful:

  1. Segment from Capital Raising Catalyst Workshop formally called our Capital Raising Boot Camp on Positioning [Video Download Link]
  2. 3 Trust Curves Needed for Deals to Get Done
  3. New Investor Fishing
  4. 5 Stages of Inbound Capital Raising
  5. Three Ways to Guarantee Failure in Capital Raising
  6. Free Book on Capital Raising
  7. Real Estate Capital Raising Webinar [60 Minute Webinar Video]
  8. Investor Reporting and Relations
  9. Capital Sources and Structures to Keep in Mind
  10. Rising Above the Noise
  11. Rapid Reaction Discussion Panel from Super Summit in Miami [Download Link]
  12. Capital Raising Audits
  13. Building Your Family Office Network [60 Minute Webinar Video]
  14. Three Ways to Guarantee Failure in Capital Raising
  15. Capital Sources and Structures to Keep in Mind
  16. Rising Above the Noise
  17. Family Office Capital Base
  18. Top 25 Capital Raising Strategies [60 Minute Webinar Video]
  19. Also check out our book on Capital Raising, investor relations workshops, and our suite of investor relations tools helpful.

Family Office Fundamentals

  1. Managing Risk: How Family Offices Protect Their Clients – Discussion panel from Family Office Super Summit [Video Download]
  2. How to Work for a Billionaire
  3. Multi-Family Office Fee Structures
  4. Family Office Public Relations
  5. Family Office Case Studies
  6. The Importance of Integrity & Integration Above All Else
  7. Valuation Methods for High Growth Companies
  8. Platform Business Management
  9. Leverage Multiple Trends and Rising Tides
  10. Architecting Communications
  11. Unquestionable Credibility and Authenticity
  12. Family Office Fleet Management
  13. Family Office Board of Advisors Trends
  14. How To Get a Family Office Job

Most Popular Family Office Podcast Episodes: Search for “Family Office Podcast” us on iTunes or wherever you access podcasts to subscribe to our twice a week podcast.

  1. Arbitrage of Information
  2. The Billionaire Marketplace
  3. Critical Importance of a Capital Raising System
  4. Billionaire Foundation Interview – with Sheila Driscoll
  5. Specialization in the Family Office Industry
  6. The State of the Family Office Industry in India
  7. Constructing Your Real Estate Investor Funnel – With Joe Fairless
  8. Real Assets & Family Offices
  9. Planning the Launch of an Investor Relations Campaign
  10. Leveraging Symbols of Success & Credibility in Marketing
  11. Private Debt Financing
  12. Capital Raising Marketing Material Audits
  13. Crystal Clear Advantage in Raising Capital From Family Offices
  14. Eating Your Competitors Breakfast
  15. Interview with Brian Tracy