https://www.youtube.com/watch?v=K3ViNmCBEaM

In this episode, we asked Richard C. Wilson, the CEO of the Family Office Club, to share his experience in coordinating the wealth teams of multimillionaire and billionaire families.

There’s a divergence between the investing strategies of the status quo and those of the ultra-successful.  The ultra-wealthy leverage a family office model so they can focus their efforts on what they do best.  Viewing wealth as a team sport allows you to stay focused and do what you love. Most people use common financial thinking.  This has them feeling out of control, losing money, hanging on for the ride, and hoping everything works out.Instead, the ultra-wealthy have a completely different set of rules.

There’s a divergence between the investing strategies of the status quo and those of the ultra-successful.  The ultra-wealthy leverage a family office model so they can focus their efforts on what they do best.  Viewing wealth as a team sport allows you to stay focused and do what you love. Most people use common financial thinking.  This has them feeling out of control, losing money, hanging on for the ride, and hoping everything works out.Instead, the ultra-wealthy have a completely different set of rules.

If you follow the status quo, you’ll get status quo results.

But if you want to create a life of wealth and freedom, learn from those who have created it.  And do what it takes to follow suit.

Table of contentsWhere Investing Fits into the Cash Flow SystemFamily Office: A Window into the Strategies of the Ultra-WealthyThe Big PictureRichard C. Wilson: Family Office Advisor for Multimillionaire and Billionaire FamiliesWhat Is a Family Office?How to Invest like the WealthyCreate Wealth, Don’t Just Manage ItFocus, Instead of DiversifyingConsciously Choose What You LoveDefine Success by What You Can Do, Not by What You HaveBecome a Titan in Your IndustryAlways Have Ready Access to CapitalAttract the Right Deals and Add Strategic ValueA Successful Family Office Knows Their MissionInvest According to Your Investor IdentitySay “No” Most of the TimeDon’t Want to RetireOther Topics Discussed in the PodcastFind out More About Richard C. Wilson and The Family Office ClubThe 7-Part Saving and Investing SeriesStart Creating Your Legacy Now

Where Investing Fits into the Cash Flow System

We love cash flow.  Cash flow today is the stepping stone for cash flow tomorrow.

In the Cash Flow System, you first increase cash flow by keeping more of the money you make.  Then you protect your money.  Finally, you increase and make more.

Investing is part of stage 3.  Building a cash-flowing asset portfolio of real estate and business accelerates time and money freedom.

Family Office: A Window into the Strategies of the Ultra-Wealthy

We’re making it easy because we’re bringing the financial world of the ultra-wealthy in close to give you the opportunity to see it for yourself.

Like studying something under a microscope, here’s your window into elite investing.  You'll have the opportunity to touch, feel, and explore it for yourself.

To achieve the extraordinary time and money freedom you desire, learn the way the wealthy think about investing.  Study their principles, their reasons, their goals, and their why.  Look through their lens and find out how they see the world differently.

Instead of honing your investing through blood, tears, and poor decisions, learn how to invest like the wealthy.

When you see what they are doing, you can model their decision-making.  This allows you to accelerate your wealth creation beyond the limits of what you thought was possible.

We’ll answer:

How do the ultra-wealthy invest differently than anyone else?

How do they focus on what they know and can control?

Why the ultra-wealthy value liquidity?

How do the ultra-wealthy view diversification

What is the importance of a family mission, values, goals, objectives,