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Recorded live at the Beverly Hills Investor Club Summit, this panel brings together leading investors and family office executives to reveal how they find — and win — deals no one else sees.
You’ll hear real-world insights on how top dealmakers source opportunities through relationships, position themselves as trusted partners, and identify investments that deliver both growth and resilience.
💡 Topics include:
How to uncover exclusive deal flow before it hits the market
The role of relationships in finding top-tier investments
Building credibility and domain dominance in your sector
Why transparency and reputation drive long-term deal access
Using AI and data without losing the human connection
If you’re raising capital, sourcing deals, or building your investor network — this episode shows what the best in the industry actually do behind closed doors.
🎧 Powered by the Family Office Club — the world’s #1 community for family offices, investors, and dealmakers.
🔗 FamilyOffices.com
https://familyoffices.com/
By Richard C. Wilson, CEO of Family Office Club4.3
7070 ratings
Send us a text
Recorded live at the Beverly Hills Investor Club Summit, this panel brings together leading investors and family office executives to reveal how they find — and win — deals no one else sees.
You’ll hear real-world insights on how top dealmakers source opportunities through relationships, position themselves as trusted partners, and identify investments that deliver both growth and resilience.
💡 Topics include:
How to uncover exclusive deal flow before it hits the market
The role of relationships in finding top-tier investments
Building credibility and domain dominance in your sector
Why transparency and reputation drive long-term deal access
Using AI and data without losing the human connection
If you’re raising capital, sourcing deals, or building your investor network — this episode shows what the best in the industry actually do behind closed doors.
🎧 Powered by the Family Office Club — the world’s #1 community for family offices, investors, and dealmakers.
🔗 FamilyOffices.com
https://familyoffices.com/

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