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Recorded live at the Beverly Hills Investor Club Summit, this episode of the Family Office Podcast explores what truly drives success behind closed doors — how family offices structure their operations, communicate effectively, and build lasting relationships that lead to real opportunities.

This conversation reveals what investors actually look for when building trust and how genuine connection often outweighs the hard pitch.

💡 Key Takeaways:

What modern family offices prioritize when evaluating deals

The role of trust, transparency, and authenticity in investor relationships

Why the “add value first” principle creates long-term partnerships

How experts and subject-matter specialists win credibility fast

The power of patience — how years-long conversations turn into million-dollar opportunities

What makes a high-caliber event worth attending for family offices

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