How to Actually Get in Front of a Family Office

0:03What's the secret strategy to get there and if it's for example, Mark, if it's the entrepreneur, Or how can they possibly convince you, if it's a new meeting, that the secret strategy to get your attention? Well, we're easy to apply to because we have real people looking at all of the deals. But if you want to improve your odds, obviously find a connection. We reject deals, but one person is interested. and if you can find that person, latch on and get them more interested because they will bring a deal back to us after the company is, instead of being quarter baked, is half baked. I love that.

0:47Sahil? Well, the way that I see things is so much of it is just about who you are as a person. So many deals, you could be in the best deal in the world, but if you're with a shitty partner you know you're not going to be taken care of but if shit hits the fan and you have the best partner in the world let's say you're in a very terrible deal you know you're going to be taken care of or at the very least the person alongside of you is going to be um is going to be facing the same things and then separately you know like if those people are they really have to be in tune with what they're doing they have to be living it and loving it You can never truly be good at something unless you love it.

1:32And maybe you can be just good at the execution of that thing, but you'll never be, let's call it ethically good at that thing because you're not invested in its success. You're invested in your own success. I always think about things as, you know what, doing this kind of thing, maybe it's great for me, but it's not good business. and I think that that the the value of something that is good business versus not that that's actually what you're looking for you're not looking for necessarily the return the return will come as long as you're able to sort of unlock value in the community around you Dan how can somebody get your attention we don't have a phone number on our website we don't we're very very careful who we work with now we've been robbed in every possible way contracts don't mean anything they could if it's it's shared values and when you're lying with someone is this someone if you're losing that you can fight with or is this someone because it's highly likely you're going to lose more than you win and you know is this person reality based very hard time now great advice and back to the relationships again both of you I'll second what she said about choosing your partners wisely and and you know bad times or tough times is when people really show their mettle and if are they working alongside you fighting or are they fighting against you very important as far as getting attention I would I would say certainly coming to events like this and rooms like this make a big difference because human contact meeting somebody in person really can can make a big difference it's not it's not gonna have me recommend your investment to people I represent who wouldn't be interested in the investment, but be forthright, develop the relationships, be patient because sometimes they take time.

3:42People come up to me and they'll say, hey, you passed a few years ago. Would you reconsider? Of course, reconsider. We evaluated it in the first place. There was something there, even if we passed at the time, because it wasn't a hard no, right? A hard no is, you know, you are in cannabis and we don't invest in cannabis. Sorry, this is just the way that it is. Find somebody else and I wish you well. But if it was a not now kind of no, then we're always open to reconsider people that we had spoken to before so I'd say be patient but at the same time tenacious and no one a no is a not yet and no one a no is a true no and do your research before approaching the allocator nobody's ever wrote in a check over the internet when you meet someone you have ability to close ten times just people don't want to say no generally They don't and just before Jeff start Richard always talks about the 16x every time you come to one of these meetings talks about 16x You got to be here in person and that's the it's a common theme here.

4:56You really do have to be here in person Yes, so what I would say is a It's really not a secret just know the person's contact information and reach out and be persistent because we probably all get Overwhelmed in communications, right? I mean I have I have literally three people that manage all my communication channels and I have, I don't know, God knows how many different communication streams. I guess best way to probably reach me to make sure it cuts through all the noise would just be text me, believe it or not. And happy to give anybody my text numbers so you can just reach out via mobile or my email address.

5:34But I would say be patient because we are overwhelmed and at least I'm overwhelmed in communications and I'm traveling the world constantly doing deals. but I do want to see every deal because the best deals that I've ever gotten that I've ever participated in actually came as a result of just being available and being open and being willing to take a look and not having preconceived notions. So I try to be as available as I can but that creates its own problem and so what I would say is be patient but probably text messaging is best for me. Hi, I'm Richard C. Wilson. our community has closed over$1 billion of transactions.

6:16We have over 16 million registered members across 100 plus LinkedIn groups. And I own billionaires.com and run Family Office Club. Over 19 years, we've hosted 300 live events. I've built 50 of our own AI tools. And between the billionaires I've interviewed, the centimillionaires who have spoken on stage and over a thousand decamillionaires who have presented, we've found there's three things that really can build your wealth. Proximity, super intelligence, and scale. That's exactly what we provide at Family Office Club. We host 30 events a year, including five large summits for wealthy founders and investors, dozens of workshops and masterminds, including 12 artificial intelligence, laptops out, implementation workshops.

7:00So you leave with AI implemented. To learn more, please go to familyoffices.com. And I look forward to personally meeting you at our next live event. If you are a founder, raising capital, developing real estate, or you're an investor, we'd love for you to get involved in the Family Office Club. I've run this community for 18 years now. We've hosted 300 live events. We have 17 million social media group members and followers. We have the number one YouTube channel on Family Offices. We have the number one most popular podcast on Family Offices. You can learn more about us and our membership options at familyoffices.com.

7:39We have 30 in-person events planned in 2026 and another dozen events this year. Please go to familyoffices.com to learn more.