

12 Nov 2026 · 4m · 1 chapter

How to raise capital from family offices, arguing it’s counterintuitive and won by trust, execution, and deal structure—not hype or high-pressure tactics.
No guest is named; the speaker is Richard Wilson, founder/operator of an investor club for 19 years.
Most founders fail by not packaging materials institutionally (one-liner, one-minute video, due diligence questionnaire, data room, concise pitch deck). Promising high returns, “showboating,” over-promising, and acting like a big deal backfires like a used car salesman. Success requires concise thought leadership, listening first, adding value, custom deal structures with collateral and optionality, and learning deal structuring deeply.
Sourcing assets “not even for sale” under the right structure; getting investors who “don’t invest in other people’s deals” to invest in your deal.
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Understanding the misconceptions around raising capital from family offices.
“what wins the day, not building deep trust.”

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0:00Hello, this is Richard Wilson coming to you from Times Square. I wanted to share a quick video with you on how counterintuitive working with family offices and investors is. It's one of the most counterintuitive areas of business that I've ever encountered. After 19 years running an investor club, I think I'm qualified to have that opinion. Essentially, what I find is that most people, many people, come to Raise Capital, they think it's all about getting in front of the investor. the last thing on their mind is that what they're doing is not unique enough that they don't have a one-liner they don't have one minute video they don't have a due diligence questionnaire they don't have a data room their pitch deck's way too long um the things aren't formatted in a way that makes it seem like it's an institutional quality and that someone really cares about it and set it up in a thoughtful way many times people come to an event they think that promising high returns is what wins the day, not building deep trust.
0:53Many people think that it is by acting like they're a huge deal that people take them seriously and not by executing a huge deal. Many times people come and they just think that showboating, over-promising, saying this is the most unique deal in the world is going to make the difference. And they try to be effective by being hyper direct and high pressure and all it does is make them look like a used car salesman. What you really need to do, build trust, execute, be highly unique, be concise, add value first, provide thought leadership, listen first, custom structure deals, go way down the deal structure rabbit hole.
1:38Most don't realize that until you see a thousand deals in a niche, how do you know what's one out of a thousand. And if you learn how to structure a deal, you can source assets that are not even for sale and other people have been told we're not selling that asset and you can buy that asset under the right deal structure. You can raise capital from investors that say we don't invest in other people's deals. You can get them to invest in your deal. You can't do any of that without deal structure. If you don't have a properly structured deal, it's like climbing a mountain in Yosemite with no rope, right?
2:10You want collateral. You want optionality in your agreements. All of these things are counterintuitive. All of these things are not obvious. It's not your fault if you're a founder and you know none of these things. None of us did at one point. But just know that it's non-obvious and it's a ton to learn. If you want to start learning more, go to familyoffices.com, go to capitalraising.com. We're happy to share openly with you. I've been sharing my journey for 19 years. We have 3 ,000 videos on our YouTube channel. We've got the deepest YouTube channel and family offices. We have the deepest podcast on family offices.
2:43We have the most social media followers and group members of anyone globally in any investor club. We have 17 million LinkedIn group members and 19 million followers as of right now. Hopefully, it'll be more by the time you watch this. But my name is Richard Wilson. Please reach out if we could be of help and go to familyoffices.com to see our event schedule. 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.
3:20We 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. We have 30 in-person events planned in 2026 and another dozen events this year. Please go to familyoffices.com to learn more.
What should you have ready before you pitch a family office? From Times Square, Richard Wilson shares what 19 years of running an investor club taught him about raising capital, earning investor trust, and structuring deals.
In this video, Richard covers:
What to prepare before investor meetings, from a clear one-liner and a one-minute video to a concise pitch deck, a due diligence questionnaire, and an organized data room
How listening, sharing useful insights, and following through help you earn trust
Why reviewing hundreds of deals in one niche helps you recognize an exceptional opportunity
How terms like collateral and flexibility in an agreement can open conversations with investors and asset owners
Explore upcoming Family Office Club events at FamilyOffices.com and find more capital-raising resources at CapitalRaising.com.