Meet the Panel: Family Offices, Angels & a $2.4B Real Estate Playbook

0:03This is one of the best panels with even some characters on stage here. So I'm going to ask you guys to introduce yourselves in about 60 seconds in two things, a little about what you do, what your organization does, and also if there's anything that we have people out in the audience that provide services or pitching deals. If there's anything in particular that you're interested in, let us know. Super happy to be here. And we have our family office out of Puerto Rico. we're mainly focused on anything that creates maximum positive impact and in terms of returns that we're looking for usually anything from a minimum 10x to a 40x pretty much day one with minimal risk but anything that's going to be extremely impactful globally and within our family office we have a global law firm a global consultancy and a global tax mitigation firm we also do global economic development in particularly in Africa and Eastern Europe and then we also work with companies from initiation from inception all the way through their exit events so the idea is we we nurture great talent great businesses from the very beginning to the very end of their life cycle in terms of transitioning through a liquidity event.

1:29So we really work hard to nurture those relationships. Morning, everyone. And in Palm Beach. So this company arose out of my family's 50-year, technically 49-year, single-family office founded by my father, I'm Jen Tu, and is expanded to become a platform for other single-family offices, basically organically grew this way. And I provide a range of services. I don't consider us to be an MFO because, again, it's larger families and on a highly bespoke basis. And I'm not a broker-dealer, but we have a full-service accounting firm. We have partnerships with attorneys. I do a lot of investment deal sourcing, but I can also set up a family office from soup to nuts, from the beginning onward, either continue to operate it for you on an outsourced basis or turn it over to Turnkey.

2:32We also do cleanup, next generation wealth transfer. I'm a professor at Palm Beach Atlantic University and I have a very extensive curriculum for next gen inheritors, trustees, and executive education that's also wrapped in there. So my only criteria is that I will not work with toxic people so i don't think any of you in the room are toxic but uh that's that i just won't do that second generation italian american uh my dad was behind a company telzon uh sold it for about a billion seven we controlled 80 percent of the barcode reading market he didn't believe in trust funds and kids so he married one of the nannies and told me how to pay my own way.

3:19I ended up becoming a top 50 basketball player in the country, and then I ended up building something bigger than he did, you know. And fast forward, we're 80 % real estate. We like special situations. We've done about 2.4 billion of private equity, 80 by 70 % coming from other large families and the rest institutions. We've done some large deals you might know of, like Nashville Yards. It was the biggest deal in Tennessee history with the owner of the Suns, 3.4 billion dollar deal we're currently the largest player through an affiliate and Manufactured housing and a affordable housing development.

3:56We have 6 ,800 lots throughout Houston and Dallas It's a couple billion dollar portfolio least we think affordable housing is a serious crisis in the country and We're also just doing recaps on apartments Anything distressed or undervalued you have in private equity. We'll look at any restructurings and And we're very entrepreneurial in this cycle. I promised you a character. Dan was the guy I was thinking. Okay, go ahead. We're not robots yet, so don't be scared to bring out your human side or you'll just be like everyone else, and then you'll be in slavery soon. Second-generation single-family office out of Dallas, but we operate globally from here to the Philippines to the U.K.

4:40to Hong Kong and everywhere in between. and pretty much on the entire gamut of what we could. We're very involved in real estate, in private credit, heavily involved in consumer goods because that's actually where the wealth originally came from to begin with. And we also build shared infrastructure for other family offices that we work with. Things like right now we're working on things like an in-house fund administration platform, in-house general ledger application and other things that solve for issues in the market that just current software doesn't properly solve for. And you know what, with the barrier to entry for so much kind of development and creative work just entirely blowing up because of the rise of generative AI, we intend to be on the frontier of that, making sure that we are, you know, one of the family offices that's best positioned to help build the new version of what a family office is with these tools and also help other family offices, you know, join us on that journey.

5:53Hi, my name is Mark Schneider. After being a software entrepreneur for some 25 years doing a bunch of roll-ups. I exited that and became an active early stage investor, angel investor, with a group of about 150 fellow New York angels. I was chair of that group up until a couple of years ago. Angel investing is a, if a prospective deal cannot generate 30x, I yawn. Now, that doesn't mean I'm not happy to take one when the company's about to die, but that's not what we're in it for. Along the lines I've seen, I've passed on 800x returns, but I have invested in 150, 160x returns. Our strength as a group is that most of us are entrepreneurs.

6:45We have expertise in just about every area except biopharma, meaning new drug discovery. So we tend to look at all of those companies must be high growth, but we expect that most of them will fail as investments, which is why we're looking for such high returns. And those returns actually happen. Hi, I'm Richard C. Wilson. Our community has closed over$1 billion of transactions. We 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.

7:34Proximity, 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. So 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.

8:14We'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. We have 30 in-person events planned in 2026 and another dozen events this year. Please go to familyoffices.com to learn more.