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Most investors don’t know that the ultra-wealthy (billionaires, institutions, family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity and hedge funds. Meanwhile, the average high net worth investor is mostly invested in stocks and bonds. Join Bob Fraser, Jim Maffuccio, and Ben Fraser as they dive into the world of alternative investments, uncover strategies of the ultra-wealthy, ...
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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 pro ...
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Welcome to the Build to Billions podcast, the ultimate guide for successful entrepreneurs and investors ready to scale from millions to billions. We believe that the key to exponential growth lies in a mindset and practice of stewardship over ownership, rooted in billionaire biblical principles. Each episode is designed to help you compound your wealth and elevate your life, so you can give more of it away to support the MVPs—those who need it most. Join us on this transformative journey to ...
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The Family Office Club on Clubhouse (https://www.joinclubhouse.com/club/family-office) has been set up by wealth owners, family members, family office staff and trusted advisors with a focus to connect, cooperate and educate. The Club runs regular sessions on Clubhouse and member-only webinars.
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Send us a text In this video, we dive into effective time management strategies tailored specifically for investors. Discover the Top Three Priorities that dominate the calendars of successful investors. We'll explore how to allocate your time effectively, focusing on crucial activities such as managing legal agreements, addressing existing portfol…
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We discuss why you should strongly consider self-insuring your business by leveraging the often-overlooked 831(b) tax code. Van Carlson, a risk management expert with 30 years of experience and Founder of SRA 831(b) Admin. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: h…
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Send us a text Learn how investors can use technology to scale, conduct due diligence, and invest more effectively. From CRM systems to family office technology, this video provides examples of how technology can streamline the investment process for better results. In this video, we explore how investors leverage technology to enhance their operat…
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Send us a text Explore Blackstone’s proven approach to scaling by optimizing operational structures and empowering teams within family offices. Learn how successful family offices grow by building robust infrastructures across IT, HR, and accounting to support their investment strategies. Discover why creating wealth doesn't always give you more ti…
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Welcome to "Scaling from Millions to Billions," where we uncover the insider secrets of high-level financial success. In this episode, we’re joined by Richard Wilson of Family Office Club, a leading expert in scaling wealth and managing family offices. Richard shares his invaluable insights and strategies for transforming financial portfolios from …
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Send us a text Get $1M worth of advice on what hurt billionaires in 2008 from the panel discussion led by Richard C. Wilson at the Family Office Club event. Learn about bull markets, risk management, and family office investment decisions. In this video, industry veterans share invaluable advice for single family offices navigating the current mark…
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Schedule a call with us: ⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠ Paul Svensen, CEO and Founder of UberJets, a platform designed to democratize private aviation access, explains how Uber Jets leverages advanced technology and empty-leg flights to offer a pay-as-you-fly model. This approach makes private jets…
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Send us a text In this engaging interview of the Pro Athlete Interview Series, we dive deep into the journey of a successful professional athlete who transitioned from the soccer field to the realms of media and investment. Our guest shares invaluable insights on mindset, goal-setting, How to be in the top 1 percent and balancing both personal and …
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Send us a text Welcome to another episode of the Billionaires.com Interview Series! 🎙️ In this exclusive interview, learn the 2 keys to scaling to $5B in assets from billionaire Larry Connor. Gain valuable insights as he shares his journey from tech failure to real estate billionaire. Discover insider strategies and key lessons that propelled his c…
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Welcome to "From Millions to Billions," where we explore the extraordinary paths of industry leaders who have achieved monumental success. In this episode, we feature Don Wenner, a trailblazer in stewardship and real estate investment. Don shares his remarkable journey of scaling from millions to billions, revealing the principles and strategies th…
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Send us a text Join us at our Single Family Office Summit, where over 500 professionals and 120 speakers will gather for three action-packed days. Click Here https://familyoffices.com/sfo/ With billionaire and centimillionaire fireside chats, discussions with heads of billion-dollar family offices, and insights from top investors and platforms, thi…
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Send us a text Join us for an inspiring interview with an Olympian turned tech pioneer and investor in this episode of the Pro Athlete Interview Series! Learn more about his journey from the world of sports to the world of tech and investing. In this inspiring interview, Angella Goran , a three-time national athlete for Canada and a former Olympic,…
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Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Joey Mure, Co-Founder of Wealth Without Wall Street, discusses his journey from the corporate world to achieving financial freedom through passive income. He shares insights on the limitations of traditional investment strategies like 401(k)s an…
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Send us a text Join us in this inspiring interview with a pro athlete who went from immigrant to building a school in his hometown. Learn about his journey, community impact, and how he stays motivated. Don't miss this episode of our Pro Athlete Interview Series! In this inspiring video, hear the incredible journey of Michael Lahoud, a soccer star …
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Discover the remarkable journey of David Green, the visionary behind Hobby Lobby, in this inspiring episode. From a modest $600 investment to building an $8 billion empire, David's story is a testament to the power of faith and biblical principles in business. Join us as we explore how Green's commitment to Christian values, innovative strategies, …
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Send us a text Want the list of must-read books from 100+ billionaires? Comment below, and I'll send you the link to download it for FREE! please email me to get it - Richard@Investorclub.com The investor playbook includes a crucial, no-cost resource that many overlook: an instructional document for handling your financial affairs in case of an eme…
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Send us a text Learn how to close more deals with investors using expert positioning and de-risking transactions. This approach will help you attract impact investors and make successful deals. In this video, we dive into the crucial concept of de-risking relationship transactions when working with investors. Discover how being an expert in your ni…
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We have a new Industrial deal: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a Schedule a call with us: ⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠ Bob and Ben present compelling data from Newmark Zimmer showing significant increases in construction and job announcements…
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Send us a text In this engaging interview, former NBA player Mario West shares his inspiring journey from the basketball court to the venture capital and private equity space. 🌟 Career Highlights: Played for the Atlanta Hawks and New Jersey Nets. Spent six years playing overseas, totaling an impressive 10-year basketball career. 💪 Maintaining Disci…
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Send us a text Learn how to turn a 'No' into a 'Yes' with mastering investment structures at the Family Office Club. Discover deal sourcing and strategic deal structuring to maximize your investments. Welcome to our deep dive into investment structures, where we explain why understanding and mastering these frameworks is essential for any successfu…
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Send us a text In this video, Richard C. Wilson dives into common mistakes made in capital raising and how to avoid them. From over-promising returns to lacking basic professionalism, these pitfalls can undermine your efforts and credibility. Why having high conviction in your model and demonstrating seriousness with a professional domain and email…
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Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Pat Zingarella, a former corporate tech business consultant and startup advisor and Founder of Invest Clearly, recounts his transition from corporate America to entrepreneurship, inspired by his own investment challenges. He discusses the key fe…
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Send us a text In this video, I discuss common financial mistakes that can cost families millions, often due to misplaced trust and poor investment strategies. I’ll cover issues like investing based on personal relationships rather than a solid plan, the risks of funding numerous startups without proper vetting, and the importance of focusing on in…
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Send us a text In this video, Richard C. Wilson discusses what every ultra-wealthy person does that sets them apart. Learn from the expert in family offices! **Why You Need an "If I Die" Document to Protect Your Assets & Secure Your Family's Future** In this eye-opening video, we dive into the crucial but often overlooked topic of creating an "If I…
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Join Brett Swarts as he interviews James Huang, in this episode of the Build It To Billions podcast. James shares his incredible journey from Wall Street to leading one of the fastest-growing real estate companies. They discuss key strategies for navigating real estate market cycles, the impact of technology and AI, and the power of relationships a…
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In this episode of the Build to Billions podcast, host Brett Swarts interviews Maurice Johnson, CEO of BRD Land and Investment. Maurice shares his extensive experience in real estate, particularly focusing on land acquisition and entitlement. He discusses the unique niche that BRD Land occupies, explaining how they add value by acquiring, entitling…
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In this episode of the Build It to Billions podcast, Brett Swarts talks with Ron Koenigsberg, a seasoned commercial real estate broker and the founder of American Investment Properties. They dive into the essential sales skills that have propelled Ron to success, including active listening, relationship building, and negotiation. The conversation a…
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In this episode of the Build It to Billions podcast, Brett Swarts interviews Bill High, founder of Seven Generation Legacy and co-author of *"Leadership Not by the Book"* with David Green. Bill shares invaluable wisdom on how families can build and sustain a legacy for the next 150 years. Drawing from his extensive experience in law, charitable fou…
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In this episode of the Build It to Billions podcast, host Brett Swarts interviews Bill Allen, a former naval officer turned successful real estate investor, entrepreneur, and mentor. Bill shares his journey from flipping houses while serving in the military to scaling multiple businesses, including Seven Figure Flipping, where he helps others achie…
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In this episode of the Build It to Billions podcast, Brett Swarts sits down with Dave Foster, a 1031 exchange expert and founder of The 1031 Investor. Dave brings decades of experience in real estate and tax strategies, diving deep into the challenges and opportunities presented by current and proposed tax laws, including potential changes to the 1…
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In this inaugural episode of the Build It to Billions podcast, co-hosts Brett Swarts and Dan Palmer dive into the heart and vision behind the show. Brett shares his journey from growing up in an entrepreneurial family to discovering that true success lies not just in financial freedom but in making a lasting impact. They discuss the core principles…
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In this insightful episode, Brett Swarts sits down with Richard C. Wilson, founder of the Family Office Club, to discuss the strategic mindset and practices that help entrepreneurs and investors scale from millions to billions. Richard shares his experiences from building a community of over 14.6 million professionals, his unique approach to deal s…
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In this episode of the Build It to Billions podcast, host Brett Swarts interviews Don Wenner, Founder and CEO of DLP Capital. Don shares his incredible journey from growing up with limited resources in Bethlehem, Pennsylvania, to building a multi-billion-dollar enterprise with a focus on stewardship, faith, and making a significant impact. They dis…
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