Monthly Live Forum Replay: AI Superintelligence System, 50 Tools for Founders and Investors

0:00Richard Wilson: Welcome everybody to our artificial intelligence webinar by the Family Office Club. Appreciate you being here and we are hoping that you learn some new things about AI, what we're doing in the space and have more insights on how family offices are leveraging AI right now. We have hundreds and hundreds of examples from working with family offices and having them come to our AI implementation workshops. We do full-day workshops on how to implement AI. And nowadays, whenever we do a capital-raising boot camp or we do an investor summit, we are also updating everyone on changes to our tech stack, changes to the AI tools we're using.

0:42Richard Wilson: And we're going to mention kind of like an evolution of how most people are using AI, more advanced ways of using it, and where you want to get to eventually in leveraging AI to amplify your work and your team's work. So a couple of things up front. My name is Richard C. Wilson. I started Family Office Club 19 years ago in 2007. I was based in Boston at the time. I'm now based out in Oahu and Kailua. And we've hosted over 300 events since 2007. We do 20 to 30 events a year now. And we have a amazing member portal. If you're a member with us, we hope it is the most valuable portal you have access to.

1:23Richard Wilson: if that's not true then please let us know how we could make it true so that we make it better so appreciate everyone being here throughout the day or not the whole day just like the next 60 to 90 minutes here on this webinar any questions you have please just type it into the chat box or the q a function here and we are recording this in case you do have to jump off at some point but the more interactions probably the better as we go so if anything's confusing or if you have anything to add to what we're talking about, then I would be happy to have you comment on that so that we make the webinar more interactive.

1:58Richard Wilson: Okay, so first off, we have built, we've gone through this evolution of realizing AI is going to change the world and then saying to ourselves, okay, how do we make our investor club more helpful in this space over time? How do we be effective in making sure our members have access to tools which are helpful and that our FANWAY office appreciate our help in the family office space. And so at the beginning, we created one or two custom GPTs. Then we went from there and created 10 custom GPTs. Those got used hundreds of times with very specific use cases that they were designed for. We then built out 50 AI tools in the form of custom GPTs and then AI agents within our portal.

2:42Richard Wilson: Nowadays, you can use as a member all 50 of those tools. And essentially what we learned from there is that, well, from there, Claude, which is built by Anthropic, started taking off and Cowork came out end of last year. A lot of people started adopting Claude. So we said, okay, let's take the most popular custom GPT tools, develop 10 proprietary in-depth skills, and start implementing Cowork across our whole business in an intense fashion. So we did that, built the skills, and the evolution from there is what we're going to get to in the middle of today's presentation. So I don't want to jump ahead too much to that, but that's kind of the path we've been on these last couple of years.

3:27Richard Wilson: And I'm confident now, after hosting a lot of AI workshops, that besides some people who spent their life in software programming, we have more tools and resources and solutions built with AI than anyone else in the family office space or anyone else building a suite of tools for founders and investors. I'm sure that somebody who dedicates their whole life to building one AI tool beats us on that one AI tool, but we have just a breadth and depth of tools that's pretty unique. I'm excited to show you what we've been up to and we'll keep things moving here. So there's some studies that have shown that AI can get you to a result or answer 33 % faster with 25 % less mistakes and it effectively boosts your IQ.

4:15Richard Wilson: What people love to point out is that AI is not always right. But what is, right? The government's not always right. I'm not always right. Humans make mistakes. Saying that you can't use AI, that thing makes mistakes. It's like saying, well, you can't use the internet. I read something on the internet that's not true. They say that AI is going to change the world more than fire. But if you say just because AI makes mistakes, you shouldn't use AI. It's like saying, oh, this fire technology can play garbage. My potato or my steak didn't cook all the way through. It's like every technology is going to have downsides.

4:50Richard Wilson: Everything is going to have some mistakes, but it's exponentially getting more powerful, more effective. The AI tools that we have in place to leverage our team are on track to be used over 25 ,000 times per year. And the AI tools for our community have been used well over 30 ,000 times now. This stat was actually from our AI implementation workshop. So I need to update that number, but it's well over 30 ,000 times. So they've been battle tested a bit. And if you're using one of our tools and it doesn't work properly, it doesn't work as well as it should, let us know and we'll try to improve it.

5:23That's how the tools get better over time.

5:27Richard Wilson: And that's important for you to know that we're constantly working on in improving this tool set because it's for our own use and it's for the use of businesses doing tens of millions a year in revenue or some of my clients that are worth hundreds of millions of dollars a year. Like one of my clients is a billionaire we've done a couple dozen deals with and he uses our tools every day. One of the premises for this whole webinar today is that you as a founder probably know that your team is your greatest leverage, right? And And if you also agree that AI can amplify your results, get more from your time invested in doing things, then if you combine those two things, making sure every person on your team, or at least the top 20%, most valuable people on your team are amplified using AI is super critical.

6:18Richard Wilson: Because if your team is your leverage and AI is big leverage for an individual, then the custom use of AI for a specific individual on your team that helps them be more effective, more thorough, help catch mistakes, be faster, more high conviction is going to be massive leverage for your time. So here are some stats that we're on one of our super intelligence operating systems. We've gotten great use out of it across our whole team. So I'll share more on that in a little bit. but just quick context on us and what we're all about. We believe in being ultra healthy and that fueling your ability to become ultra wealthy or just wealthy.

7:01Richard Wilson: I've met so many people that are worth tens of millions of dollars or hundreds of millions of dollars, but their success is so slanted that their children don't talk to them. They're certified alcoholics or have drug abuse problems. They've been married 19 times, et cetera, right? Like success in only one dimension of life is not really success. When you see the level of responsibility and time requirements that usually comes with the complexity of running a big business or running a big portfolio, it's not worth it if the rest of your life has fallen apart just to make it to that level. Many people who are ultra wealthy would trade all of their wealth or 90 % of their wealth to have holistic success.

7:42Richard Wilson: So I think that's one important thing about our investor club because it just makes no sense. It'd be inauthentic to pretend like that's not the truth. So I like going on adventure travel trips. It's me and Everest Base Camp. We've gone to Machu Picchu with a dozen people. We're going to the largest caves in the world, the Han Song Dong Caves, I think they're called, in Vietnam next year. You could fly a Boeing 747 through them and the wings wouldn't touch the sides of the cave. There's a whole ecosystem inside of it. We're going to rappel down in the cave with 10 doctors and dentists and friends and my wife next year.

8:15Richard Wilson: So we're looking forward to that. And this is my family, my three daughters and my wife, Adriana, there in Kailua, where we're based. I grew up in the Boy Scouts, and this is the Scout Law, which is basically the values of the Boy Scouts. And my theory for our club is that if you don't fit the Scout Law values, then you're an outlaw and you're not really a good fit for our club. and I think the takeaway for all of you is when you're trying to figure out like first of all you should have your family values above your kitchen table is my belief not just for your company but for your family but also when you're trying to figure out who to do business with or who to back with your capital or who to support or who to hire looking at and being very clear about your values and when not sure decide between the two based on the values based on who they are how much you can trust them how much there's alignment on the value level we have the largest network in the family office space there's all different ways to define how that would work but essentially one way is we have 16.5 million members in our 83 linkedin groups so in any industry we have more members registered in our linkedin groups than anyone else on linkedin a percentage of those are wealthy a percentage of those are family offices there are not 16 million family offices on planet earth so that is not what we're saying those are just registered members in our linkedin groups we've had a billion dollars in deals get done and i've got about a million subscribers on youtube and about half a million followers on instagram but what's most important is we've had amazing fireside chats at our events we have awesome entrepreneur founders on stage at our last event we had someone who works for the family office in Norway that employs 20 % of the whole country is worth tens of billions of dollars.

10:05Richard Wilson: And they spoke at our$100 million summit in Dallas recently. Earlier this year, I interviewed the founder of an egg business. He does between$800 and$900 million a year in revenue. We had the founder of an$800 million in AUM platform speak at our event last week. We also have a billionaire opening up our capital raising bootcamp in Dallas coming up. So I'm just humbled do we even get to interview these folks? And that's why I show up to every one of our events because I get to selfishly ask these founders and super founders and family offices, sent to millionaires, like how they did it, how they're doing it now, how they screen deals, what they're investing in, how they structure deals.

10:44Richard Wilson: Um, and it's fun. So we exited a dental practice platform last year. They had, um, about a dozen locations,$28 million in revenue, is what they're at now. And when they recapitalized and sold, they were at$26 million in revenue. When we helped capitalize on them, they were at just$8 million in revenue. We've also exited skincare consumer products companies, medical domain names. We've helped set up about 250 family offices. And we've done 43 different investments on our balance sheet and helped structure over 100 deals. These few slides are important because it helps you understand who we are and why we run the club.

11:21Richard Wilson: and all of our AI tools are based off this context we're providing you. Our whole club is based off of this premise that if you don't boost your business and financial IQ and you're not constantly raising your IQ, then as soon as your net worth goes up, somebody around you will correct that and it will come right back down. If you don't vet partners well, they will charge you triple the fees that's normal. If you don't structure a deal well, you could be right in without a safety net and lose all your capital. there's just so many different ways that you can lose your wealth and it could take you 30 years to create your wealth and then three bad relationships and you could lose all of it or most of it or half of it so you always want to boost your financial and business iq one way i'm trying to do that is i bought billionaires.com there's 250 books authored by billionaires read 145 of those now trying to read through all of those and interview 100 billionaires you can see my free interviews with tony robbins and mark cuban and tim draper at billionaires.com along with 40 others.

12:18Richard Wilson: If you want to read the top 10 billionaire books I've read, just go to billionaires.com forward slash books. This is a breakdown of our LinkedIn groups and just our, you know, we've got 16 million registered in the groups and 18.5 million spread overall. It's just a lot of how we source deals and fill up our live events, et cetera. All right, now on to more AI topics now that you have that context, because honestly, otherwise this is your first experience with Family Office Club, why would you care about an AI solution if somebody had no experience in the space, right? But we've seen a billion dollars in transactions get done in over 19 years.

12:56Richard Wilson: We've heard 1 ,500 investor talks on stage, and I've never missed a single one of our events that we've hosted. And so everything that you see in our AI tools are the best practices and things that I know work and they're baked into the AI tools based on that context, but also the transcriptions of all those talks. So it's literally the collective wisdom of what was captured on stage from those talks. And that's why our tools are super dialed in versus if you ask an AI tool for feedback, it'll try to weight what's credible, but it'll also source a Reddit thread and who knows who those anonymous users are, a Wikipedia page, which have been proven to be not factual and wrong and outdated many times or a 16 year old podcaster who somehow has a well-regarded podcast but it's really not that credible and your answers will come from those places so what we do at family office club is try to provide you with proximity to wealth through our portal with investor mandates in the portal 2 000 investor talks recorded there at our live events 30 times a year via webinars etc super intelligence with our ai tools our Claude skills, the operating system we're going to show you here, and scale.

14:09Richard Wilson: How to scale your net worth, scale your balance sheet, make acquisitions, leverage choke points, negotiate deals, structure transactions, pitch investors, position yourself more effectively. That's what scaling is all about and when you surround yourself with the right people, scaling is more likely to happen. You're more likely to think and act like those you spend time with and many billionaires have said in the books I've read that who you spend time with matters much more than what you set out to do. And the power of proximity is what Tony Robbins stressed when I interviewed him for billionaires.com.

14:42Richard Wilson: So anything you hear in this, you know, presentation or any webinar you go to the rest of your life, you know, check with your attorney before you rush out and do stuff. But the intent here is to be helpful and help you brainstorm new ideas to think about. It's scientifically proven you are 16 times more likely to close a deal when you meet somebody in person. so you're much more likely to emulate someone learn from someone and pay attention when you're in person it's relatively hard to pay attention for a full day or even a half day or even an hour or two virtually so that is why we host in-person events across the country so no matter where you are in the country unless you're strange like me and you live in hawaii or alaska or something like that it's pretty easy to get to one of these four cities so if we're doing 30 events a year hopefully you're able to come to three to five events.

15:28Richard Wilson: Most of our members come to three to seven events a year and then you'll get massive value out of the membership. If you come to zero of our our events you just use AI tools you'll also get a great ROI but coming in person is really important. All right if there's any questions feel free to post them in the chat. I'll pause one second just to make sure that I'm not missing any already. Thanks for being here Paul and Adam. Awesome. Xander, I see you're in here. If you want to, Xander, Jennifer, Daphne, post the link to our team round robin chat link. That way anyone who's interested in learning more about Family Office Club could book a little five-minute call or 15-minute call with their team.

16:09Richard Wilson: That would be awesome.

16:13Richard Wilson: Let's see here. Got it. All right. Well, thanks for being here, everybody. We're going to jump right into the content. All right. Prompt engineering. I'm not going to spend much time on this because there's a thousand infographics on it, but in the past, everyone was like, this is how you prompt. This is how you prompt better. Most people have learned that if you just type half a sentence, you're not going to get the best results back from, you know, the AI tool you're using, whatever LLM it is, ChatGPT, Claude, etc. If you've not heard of Claude before, go to Claude.ai and you can check it out.

16:47Richard Wilson: They've got a free version to play around with. Nowadays, context engineering is just as important, if not two to three times as important. And what that means is making sure that when something is answering you, it knows who you are, what you're about, what your priorities are, what your values are, what your goals are. potentially what your KPIs are, what events you host, what deals you're negotiating, what you've done in the past, what you never wanted to do and what you always wanted to do when it answers things. So we'll get into many examples of this, but the more context, the more rich the context, typically the more nuanced dialed in answer you're going to get.

17:26Richard Wilson: Imagine you ask a question to a consultant that knows nothing about you, but is very knowledgeable and can look stuff up. And then you ask a consultant a question that's worked for you for a decade and knows everything about your track record and all of your numbers and all of what you prefer and all the lessons learned along the way. That's basically the difference.

17:48So more detailed prompts, better. More clean, trusted niche data, the better.

17:53Richard Wilson: More multi-stage process and audit the answers, the better. And typically niche tools are going to perform better than a generic tool. That's the whole point of the superintelligence operating system we're going to get to today. And this is one of the most important slides for today. Most people operate at level one. They just chat with GPT or Claude perplexity, almost like it's a glorified search engine. And they are essentially not leveraging the maximal value of AI because they're just chatting with it in a very simple way. The next level is specialized tools. It could be tools that you create for yourself.

18:30Richard Wilson: These could be tools that you buy and they're built for your industry. I'm gonna give you a couple examples of specialized tools here in a couple of minutes. And then level three, it could be building your own platform or engaging with a platform that allows you to have rich context across to your entire team. Most people get stuck and just stop at level one and they don't get to level two or level three. We provide you with 50 AI tools that are level two tools that are very specialized. Hopefully five or 10 of those you find enormously helpful. We'll show some examples later. And then level three is our super intelligence operating system, which is free to access and deploy for members of the family office club.

19:13Richard Wilson: And then you can adopt it and adapt it to your own needs and what you want to have in place. All right. Moving quick and having speed without loss of accuracy is important. Usually when you move faster, you have accuracy drop. We're going to show you a way not to do that. One is to make sure you transcribe all of your calls. Like this right here is a tool that we use. If you like otter.ai, if you want to just use the Zoom transcription record technology, you could do that. We use Fireflies so that we can analyze sentiment. We can filter. We can search. We could take 500 of our last phone calls that lasted five minutes or more and train an AI tool, which we have for our internal team.

19:59Richard Wilson: This allows us to identify KPIs. So my sales team gets judged and rated based on talking about three different things on every call they do. And we want them to be at 70 or 80 percent of doing these three things. And in the last week on one of them, we were only at six percent. And so the feedback was like, hey, let's try to mention it on every single call. Because right now we're only mentioning it on 6 % of our phone calls. Super helpful for anyone running a team. Very inexpensive, very easy to set up. The other one is Whisperflow. This is one example where you can move much, much faster. Delay arthritis in your hands if you're a keyboard junkie like I am and just type a lot and have to answer a lot of emails.

20:43Richard Wilson: Whisperflow allows you to install software on your computer. and then you will want to custom program it so the middle button on your mouse allows you to do an ongoing dictation but allows you to dictate to your computer click into any dialogue box in your computer in any software could be in cloud could be in google could be in a word document or gmail or outlook and then when you click that middle button on your mouse again then it will basically transcribe everything that you said out loud up to 20 minutes of length of talking and you can have it lightly edit or heavily edit what you said. I would strongly encourage you just to have it lightly edit, take out ums and uhs, but leave everything else just as you said it.

21:24Richard Wilson: The meaning's not lost at all. And then it allows you to dictate. Most people dictate at 120 to 150 words per minute. I am super fast at typing and I only type at like 70, 75, 80 words a minute. So most people type at 30 words a minute. So if you want to move four times faster, then I would encourage you to use Whisperflow, even if it wasn't faster. It's just easier. And so in this case, it's faster and sounds great. I mean, it reads great when you use it. So definitely recommend you checking that out. That's not offered by us. It's at whisperflow.ai. We're not an affiliate of them. It's just genuinely an awesome tool for you to consider using.

22:05Richard Wilson: All right. So we'll see if we have time to show you the actual worksheet from our last AI implementation workshop. Actually, Alexander or Daphne, if you're on the chat, if you don't mind grabbing that from Vali and sending within the chat a Dropbox link to the AI implementation worksheet that we used at our last series of AI workshops, that would be awesome. And then I will share that with everyone here on the webinar. And if you have questions while I'm talking, feel free just to put them into the chat or Q &A box. I'll check on questions after this slide. So if you're in our member portal and you're not just a guest, because if you're a guest, you only get access to a guest area of the member portal.

22:48Richard Wilson: And we give you like three of our 50 AI tools to play around with. But if you're a member with us, whether it's a charter member or a verified member, you can go to the artificial intelligence hub and the 50 AI tools are in there, a list to our AI tools are in there, our AI workshops, our cloud skills are all in there so that you can easily navigate and access those resources. And this member portal is new. If you used to be a member and you're not anymore, we launched this in January. We have our own mobile app. If you go to the app store and look up Family Office Club, you can download our app.

23:22Richard Wilson: If you need access to like a guest pass to the portal, that just lets you see what we're all about, sees the pictures from our events, some of the books I've written, a couple of the billionaire and centimillionaire fireside chats I've done, access to a couple AI tools, let us know. We can get you the guest pass link to the portal that unlocks like one or two percent of what the full members get. But this is what it looks like. This slide is basically summarizing what I was talking about before, that most LLM tools are based off of lots of data, some good, some bad. The AI tools we're showing you are built off of what family offices investors say on stage and is restricted to those we've screened to speak at our events.

24:02Richard Wilson: So it's about 10 times more valuable sources than generic internet information. So one example of one of the custom GPTs we built out that's been one of our popular ones has been our transcription of over a thousand public billionaire talks. And then we derived emergent lessons and insights from that. So you can talk with the collective intelligence of billionaires for the first time. And so with this tool, you can ask questions. You can practice your pitch. You can say, have a group of 10 billionaires vote on this or have 10 billionaires from the technology industry or consumer products or real estate vote.

24:43Richard Wilson: What should I do? A or B, et cetera. and it's a great way to get insight and feedback on something you're considering doing and when earlier I said speed of execution is important it comes down to this loop that's talked about in military circles quite a bit and it is basically that to make decisions you need to observe your environment orient which way is north and what you want to do decide what to do and then act and the faster you run that loop then the more you're going to evolve iterate be agile and be strong in an environment and be anti-fragile instead of fragile, as Nassim would say. And so think about how you're reacting to AI, your marketplace, how you structure deals, how you source deals, how you talk to investors, how you make acquisitions.

25:33The faster that you are observing your natural environment, orienting, deciding, and acting, then typically the better things will go.

25:40Richard Wilson: and so we're trying to make sure that all of our ai tools are doing that for you but also if you think about who you serve your employees your clients your investors how can you create ai tools for your own use that does what i'm sharing on this page so i've written 13 books and we used to write a 200 page book but lots of case studies in there lots of examples like we try to do in a webinar. And then people have to read the book, which takes a few hours, think about it, try to understand the mental models and examples, and then try to apply it to their situation and figure out how to take action and what steps to take.

26:16Now we've loaded that book plus what's equal to a

26:20Richard Wilson: 3 ,000 page book. And instead of taking a couple of hours to read it, you just erase those couple of hours of invested time completely and get access to 3 ,000 pages of information, but tap into the 0.1 % you care about and you share your context directly with the AI tool. In this case, we have an agent called Clara, who's our AI pitch architect. And in 60 seconds, it'll start helping you customize your one-liner, your due diligence questionnaire, give you feedback, coaching, point out red flags, etc. So one way of listening to this webinar is like how you can benefit personally, but also how you can leverage doing something similar to what we've done, but for your niche and for your business.

27:00Richard Wilson: Let me check real quick on the chat and see what questions come up. How do we access the slides post webinar? I will be posting the slides here within the webinar chat at the end of the webinar here. Yep, Shavram, I'm happy to have a conversation if you need to email me or if anyone else would like to. I'll just put my email in the chat here, which is richard at familyoffices.com. Joe, one of my neighbors here in Hawaii. Awesome. Good to see you on here. Going to be at the Kalama Beach Park later today for those hurricane waves, Joe. Sorry I missed you the other day, but definitely hope to see you on the beach later today.

27:43Richard Wilson: But Whisperflow is awesome. Glad you're using it. And True Strategic Partners is saying that Billionaire Collective Intelligence is awesome when you use it daily. Laura is saying they use Clara every day. Awesome. Well, I'm glad we have some actual users of the tools in here, but also if there's any questions, let me know. Adam is saying I'm from Europe. Our events right now are New York, Dallas, Los Angeles, Fort Lauderdale based. So that is where we're focused. You're welcome to come to our events. If you're in Europe, obviously New York and Florida will be the easiest, but also you can come to our events virtually.

28:17Richard Wilson: We live stream all of our events. If we do four capital raising boot camps in a week, we'll live stream one. Like we're going to live stream our New York capital raising boot camp coming up here in the middle of August. We've got Jamal here. I don't have a full in-house team. How do they underwrite a model versus a complete internal team? What would make you comfortable writing the first check? So Jamal, I think like this is a challenge many people face, right? It's like before you have the track record, before you have a big team, how do you get deals done? Are you too early to work with family offices?

28:52Like what's the approach?

28:53Richard Wilson: Part of it is meeting in person. Part of it is doing something very unique. Part of it is doing something so focused that it's realistic that you could out-compete others, including the gorillas in your niche. Part of it is how do you wear that risk on the sleeve and acknowledge that you don't manage a hundred million or a billion. You don't have a 10 or 50 or a hundred person team. So when you structure the deal, there needs to be some guardrails and safety provisions in there for the investor so that if things start not going well they have a chance to save their own money, they have a chance to help you, they have some either collateral or step-in provisions or negative controls to stop from getting diluted massively or you somehow structure into the deal the fact that it is earlier stage.

29:35Richard Wilson: So besides just getting more equity for money invested than they would otherwise, they also have other provisions or structures or considerations. I would also go to people that made their money in your niche or are familiar with your niche or are local to you. Like deals get done when people are up the trust curve on you, your industry, or the exact opportunity at hand. If they're up all three of those trust curves, they're very likely to do a deal with you or at least be able to recognize your value. If they are not on any of those trust curves, they don't know you, they don't know your industry, they're not local to you or the deal, you're probably never going to convert that person unless you're just the most amazing, you know a salesperson in the world and your opportunity is so unique that it breaks all the rules of raising capital that that i've seen the last couple decades um joel founder of gallery what do family offices prefer for executing off-market transactions through closed peer vouched trust networks rather than a digital marketplace yeah i mean at the end of the day someone's always going to trust someone they have gotten to know over a couple of conferences or or cups of coffee or breakfast over a digital platform.

30:43Richard Wilson: People are always more excited to source a deal that's not on any platform. And it's just word of mouth, because they have thought back and know of deals where the best deals filled up quickly and didn't even get distributed on an official platform. But that's not to say that platforms aren't valuable. So I just think that the trust and context around a deal getting done matters so much more than the content. The way that Dr. Cialdini says it is he says that the relationship matters two times more than the merit of the deal. So somebody, you could have a deal that is much, much safer and gives slightly better returns and is better structured than someone else's deal, but because they spent time to develop the relationship and meet in person, they raise two or ten times as much capital.

31:29You could also have the exact same deal and just because of the personality, the energy, and the follow-up of one person versus the other, one person raises 10 or 100x the capital of the other person and a lot of people get that wrong

31:42Richard Wilson: they think oh if I have the most amazing deal in the world it's going to fill right up well not if your pitch documents is a three-page word document you have no email signature you have no one-liner there's no video from the founder you have no due diligence prepared it just seems like you don't care about your own platform and no one's going to take your deal more seriously than you take it yourself. So I think that is something super important to consider. I'm not sure if you guys can see the worksheet that Jennifer attached here. So what I'm going to do is just attach it myself. All right, so there's the worksheet.

32:18Richard Wilson: This worksheet is going to be important for when I get to the superintelligence operating system section. So I would open up that PDF and have it there for reference when we start talking about the superintelligence operating system. When you schedule an event near, oh, in, in Virginia or in the Washington DC area, for now we're not. We've just found that unless we have massive critical mass of family offices, the events are just okay. They're not as great. We've done events in Toronto, Chicago, Atlanta, Boston, London, Singapore, New York, Fort Lauderdale, Miami, done an event in Vienna, Austria.

32:57We've spoken at events 700 times in 22 countries. And for hosting our events, at least, we've found that Toronto and Chicago did not even pull as well as New York,

33:07Richard Wilson: Dallas, Fort Lauderdale, and Los Angeles, Beverly Hills. And so we're really picking on that just to make sure we have like the most amount of investors and easy to travel to places as we can. I'm wondering if I should be part of the Family Office Club because I'm part of the film and movie industry. So Daya, I think we're not focused only on real estate. We're not focused only on consumer products or tech or film and movie. But I think that you'll understand how investors think, how they want you to structure deals. We can help you with positioning, help you with your pitch. And you'll get to meet dozens, if not hundreds of investors per year if you're active in our community.

33:46Richard Wilson: So if you value those things, then yes. If you want to be part of a club that's only invested in film and movies, then we're a horrible place for you because that's not our laser focus of course um but i do think we could be very helpful in you working with family offices um did everyone see that upload to the pdf that i just uh uploaded a second ago theodore said thank you but i see um a few people saying they don't see the link i'll get i'll get back to the content though and just let me know if you see it or not we'll we'll post it again as needed all right so i want to get to the most exciting part of this year soon.

34:20So this is Clara. One of our members, Laura said they use it every day, which is awesome.

34:25Richard Wilson: Clara can help you structure deals, prepare a due diligence questionnaire, which I'll get to in a second of what that is. You can upload your pitch deck, practice your pitch. You can go into talk mode and talk back and forth with Clara. You can upload 10 different things if you want. You can record an audio note and just talk about what has been so challenging with raising capital and say everything that you've been doing and say now Clara analyze that against the 1500 investors have spoken on stage at family office club events what am I missing what should I be doing what am I likely what's my blind spot what are three to five things to try in priority order and what's your percentage confidence that I should try each of those things and then tell me once I decide which I will employ how to implement those things step by step and those are all ways to use Clara and there's dozens more.

35:14So I should try to show this slide every time I speak at any event, anywhere, on any webinar, any workshop, any summit, because no matter how many times I share this, 99 % of people raising capital mess it up and do not have multiple things on this list, including members who have been members for years and years in Family Office Club. Every investor wants you to have these things. If you don't have these things, you're just dragging anchors behind you. So the most important thing is a super unique position so that someone hears what you do. They literally say, I've never heard of anyone that does that or I didn't know there was someone who focuses just on that within this bigger niche or that's refreshing.

35:52Richard Wilson: We've been looking for someone that does that because the way that most people operate doesn't work for us at all. Like you want them to instantly lean forward with your unique position. If you're doing five things, you're literally doing nothing that they're going to remember. No one's going to send you a deal first if you do seven things or five things or you're pitching nine deals or four different deals and three different industries like you've just made it impossible to think of you first and the way to build your wealth or grow your fund or grow your platform or business is to get access to deals first exclusively and at a better valuation than anyone else if you can do that then you're going to scale if you see deals last you're going to see the leftovers that maybe aren't worth doing at all.

36:32So unique position is the most important. That's why it's number one. The next is a one-line capital raisins pitch. This costs you nothing.

36:39Richard Wilson: There's 22 components that go into having an amazing one-line pitch, including two or three credible numbers. Clara can help you with that. Our one-line pitch tool can help you with that. But it costs you nothing to have a one-line pitch. If you don't have access to our AI tools because you're not a member yet, just work on writing out 20 versions of your pitch until in one sentence. It's very unique, compelling, high conviction, clear and different from everyone else in your industry, make sure you have that. We rate these online or on stage at our summits. Most of them get really, really bad ratings because they're two to three sentences long, mean nothing, are confusing, and don't pull people in and make it clear how they're unique and different.

37:20Richard Wilson: Once you have that one-liner, you want to record about a three or four sentence video from the founder or yourself, if you're not the founder. and basically in a minute, show them your manufacturing floor, show them your medical device. Start out saying, hi, I'm Richard Wilson. I started Family Office Club 19 years ago, and we're unique in that we have 16.5 million members on LinkedIn, and we offer 30 in-person events a year and monthly webinars, et cetera. And what you want to do is make it so that in a minute, they know whether it's worth getting on a call, meeting you for a cup of coffee, taking the meeting at the event.

37:55Richard Wilson: In one minute, at the very most three minutes, but really a minute to 90 seconds, it's a low ask to have somebody watch that and just see what you and your team are all about and make it really visual. We get way more people engaging us via YouTube than we do podcasts because it's visual. So say you're one-liner in your one-minute video, have the video, it costs nothing to make that on your iPhone. If you're a verified member with us, my own marketing production team will edit and produce your video for you. that's included with a verified membership. But all of these things you could do with the help of our AI tools or just on your own.

38:30If you are not inside the family office club, you should be able to benefit from the slide either way. The next part, have a one-page pitch, have a 10 to 15 page or 19 to 25 page pitch deck at most. No one's gonna read a 45 page pitch deck page word for word. And then your due diligence questionnaire

38:46Richard Wilson: is writing up the top 30 questions that investors should be asking you that's unique to your deal. So with Clara, you go to option number four shown here. And basically with option number four, you upload your PPM, your pitch stack, whatever pitch materials you have, webinar transcriptions. And you say, Clara, help me write up the 30 sophisticated questions investors should always be asking me. But they only know to ask five or 10 because they didn't make their money in my niche. And write up not only the questions, but also the answers. And actually write up 35 of them because I want to keep 30 and I might not like some of yours.

39:20and then copy paste those into a word document, review them, make sure your attorney or your partner's blessed what you're saying in there. And then now you've got a frequently asked question set to give to investors. So you have more full disclosure and they're more aware of exactly what you do.

39:36Richard Wilson: No reason not to have that and everything that we're sharing here. All of this you could have in place by end of day tomorrow if you wanted to. Almost no one has it in place. Dewey is one of our most popular AI tools. We always cover this one, so I'm not really going to cover it much here. It's just a due diligence tool that instantly analyzes a deal that you upload in dozens of different ways. And if you're a member with us, we'll give you the secret email address that allows you to just simply have a deal hit your inbox, forward it to an email, and Dewey will analyze it and spit you back an email in two to four minutes that has analyzed that deal.

40:10Richard Wilson: And we'll get you feedback on it and rate the deal. Vetti is like the cousin to Dewey. it's built for real estate so we'll stress test and do due diligence on real estate deals and find at what point of occupancy the NOI will turn negative or what interest rates or cost overruns runs would break a deal. It can just help you analyze and sort and rank deals. So with Dewey and Vetti you could upload five or ten pitch decks and have them have a little cage match against each other and say, look at the asymmetrical balance here. Which ones have lowest risk but highest return? Which ones fit our values most?

40:47Richard Wilson: Which ones fit these top five things we look for in our due diligence? And quickly rank and sort through 10 different pitch decks and narrow it down to the top three. And both of these tools will write the top seven due diligence questions you should ask the people raising capital or pitching you something so that you can first get answers via email before you get on a call or go to a meeting with someone. All of our tools are basically helping you gain clarity. The more clarity you have, the more action you can take. The more clear it is what you're doing, the more actions other people will take in booking meetings with you or allocating to you.

41:22Richard Wilson: And so how we look at it is like everyone comes with their own personal DNA and experience and you're looking at five or ten sides of the of kind of how to approach something. With AI, you can look at 20 different sides of it almost instantly with deep data. What are all my competitors doing? What are the top 10 fastest companies doing in my niche that I am not doing? Let me take the best parts of their DNA and combine it with our DNA and approach and make sure that we are evolving and being as agile as possible to thrive in what might be a challenging environment for you right now with interest rates and where everything's at investment wise.

42:00so we're not going to spend much time on this because our last webinar did but we helped sort through emails to find heavy hitters to find verified members or retainer clients or family offices to reply to or revenue opportunities to get on top of etc that's helpful we use co-work

42:18Richard Wilson: for this which is offered by claude.ai you need to download the app to your pc or mac computer to use co-work importantly, but it can do so much for you. It's amazing. So we use it for sorting our inbox. We've had it trained on style of communication across 18 ,000 emails. So it knows how I like to talk, how I like to be direct. I don't use a bunch of corporate lingo. I don't have it be overly formal or overly long emails. And so you can really dial in communications across your whole team using something like this. We're also used to clean up Excel files, merge files, go from one software platform to another.

43:01You might have to reconfigure Excel spreadsheets

43:04Richard Wilson: that have millions of data points in it. And you can do that using Cowork. We've saved tons of time using the Excel plugin with Claude. We'll also cut out whole software platforms that were costing us$40 ,000 a year in one case, for example. and it just helped us cut it out and be high conviction on that decision. And now we're seven months later, we're super glad that we did. We've also saved on onboarding fees for software platforms that we've bought and negotiated down enterprise package access. We negotiated a quarter million dollar deal recently leveraging Claude and Cowork. So tons of different use cases for using Cowork that are helpful.

43:45Richard Wilson: And if you're running multiple businesses or growing your business, you know every good founder needs to be resourceful and if you haven't been leveraging co-work to implement software audit things triple check be on top of clients or like if you have a sales team one of my best use cases for ai is to have it connected to your inbox and just ask it every monday morning who have i engaged with the last two to three months or two to three weeks that showed strong buying signals, tons of interest. We had great traction on the phone from that Firefly's transcript or emails back and forth. And they showed buying signals.

44:24And then one of our top leads, yet I never followed up a single time where it's been over

44:29Richard Wilson: two weeks or 10 days since I followed up. And I am dropping the ball and losing revenue by not following up with that person right now today before anything else. Because most of sales is about touching seven times, 20 times, 30 times. And if the follow-up is where you make the sale. And if your sales team is dropping the ball on that, that alone could be worth implementing co-work and making sure that you have a system like this in place. Let me see what questions come up. Is Clara connected to chat GPT? Yeah. So we have a version of Clara Trevor within the member portal and that is built as like an AI agent that you can access there but we also have a custom GPT link to it and so if you shoot me an email at richard at family offices.com I can shoot you the custom GPT link to Clara but either way you can you can use it.

45:25Richard Wilson: Marcos is asking if the files need to be in pdf only no you do not need to only upload pdfs. I think we've done zip files. We've done Dropbox links. We've done links to Google Sheets. We've done Excel files, PDFs, TXT files, JSON files, MD files. MD is just a markdown file, et cetera. Kyron saying we're a single family office in Europe focused on investing in infrastructure and space, and we're launching a platform. Would love to discuss more. Great. Xander or Jennifer, if you want to follow up with Kyron and feel free to copy me on that email. Happy to connect with that family office over email.

46:08Richard Wilson: Do I contact you about membership? I dealt with Holly a number of years ago. So, okay, we've got a couple of team members on here. But if you want to look at our three membership options, it's just at familyoffices.com forward slash join. Sometimes we go over those membership options early on in the webinar, but I don't want this to feel like a huge sales pitch, honestly like our business has done well the last 19 years well many people have came and gone from this industry because we have given away 2 000 youtube videos family office podcast capital raising.com is my free book on raising capital and the more value we give away then the better our business does over time um so we try not to be super pitchy because i know some groups are super pitchy all the time.

46:55Richard Wilson: Question from Steve, do you prefer Claude Cowork or Codex and why? I prefer Claude Cowork. Cowork can do a whole bunch of stuff, even if you don't do any coding. Cowork is very easy to use. It's easy for a team to use. I'm going to share exactly how we're leveraging it, which is like my favorite part of this whole webinar, which I'm finally going to get to in like two or three minutes here. We'll probably go 90 minutes total for this webinar, by the way so it'll be done in about 40 minutes from now um but with co-work it can leverage cloud code and write code in python but use it within co-work without ever leaving co-work and i really like that and we've just found that the ease of use is awesome like so i see ai is basically um leveraging super intelligence how do you leverage super intelligence well that's unique to each person on your team and each company to some degree but there's commonalities between how different sales teams leverage it of course but what Claude has done and why they're winning the market on the enterprise level where chat GPT has tons of consumers is that Claude has built one of the best like saddle stirrups a bit and reins and blinders for Claude that lets you leverage AI and super intelligence and they've got the best equipment for riding that horse their model sometimes is better than gpt or gemini sometimes it's not sometimes it runs slightly slower right now because of how they're leveraging and licensing their compute from xai and others i think and just because they're massive popularity but they're popular because their saddle has a horn on it and they actually have superior reins and a bit in the mouth of ai and the ai super intelligence horse is exponentially becoming more powerful no matter where you get your AI models from, but Claude has great practical saddle equipment to leverage it.

48:48Richard Wilson: And what we are showing you now in this next section is the custom equipment that we're building on top of co-work and how you can do the same. So we're going to make this helpful to everyone, whether they're a member or not. The big difference will be that if you're a member of Family Office Club, you get the deployment kit, you get my example prompts, you get exactly how we implemented this for our team so that you can save yourself dozens if not a hundred plus hours in getting this to work for your team including all the functionality we're about to show you. Robert's here, I just want to say appreciate you guys letting me share these times with you, pre-revenue startup, I'm not quite ready yet.

49:29Awesome, thanks for being here and being on the webinar Robert. Yeah one or two more quick questions here and I want to jump back into the content and I'll take more questions. Joel's saying so trust proximity and credibility is key um having a unique offering that grabs people is key but if you don't have trust and proximity and meeting in person and credibility no one will believe a word you say with AI now I could just be like an AI avatar and all of this is just some AI script and maybe this webinar is not even live and I'm just that good at programming it to you know say um and mess up just enough times to make you think this is a legit human being presenting to you on this webinar now like that's where we're at in the world you can't

50:08Richard Wilson: believe anything you see with your eyes unless it's in person and it was true even before that anyone could make up anything and put it on a piece of paper yeah 23 % IRR we're gonna 2.6x your money in five to seven years uh and you can say anything best deal you've ever seen there's you know etc etc and it means nothing unless you trust the person and trust the source right so So the trust really trumps everything else. Your offering could be not that unique, but they're so high conviction and they trust you so much that they allocate to you versus somebody else who has something more high performing, more unique and world changing.

50:44So that's important to know. Last one here from Joel. If collections like watches and classic cars could be managed using the same reporting and infrastructure as private equity, would that improve governance and decision-making? I think it could. I think that that matters most to families worth 30 to 50 million plus and 100 million plus for sure, or those managing multifamily offices, groups like RSM is a big accounting firm we work with often, et cetera. So I think it could for sure to a segment of the market. So I hope that's helpful. All right, let's get back to the main content here and feel free to type in your questions at any time.

51:23So we call it our super intelligence operating system. Basically, what I'm about to show you is just how we run our team leveraging AI. And when we held our workshops presenting this in detail for several hours, we went over what I'm going to cover in

51:39Richard Wilson: the next 20, 30 minutes for everybody. What I found is that in every room, 80 % of people were using Claude. But when I asked who knows what Claude skills are, use Claude projects, or is a heavy power user of co-work in every room a maximum of three hands went up so if you want to be ahead of the curve and you want to be ahead of the herd and you want to be more agile than 99 of your competitors learn how to use co-work and learn how to implement what i'm about to show you here right now and you will be light years ahead of those people because the people in my workshops are already successful founders they're already more successful than average to afford to be a member and they were already leaning in on AI enough to at least be open-minded to come to a full-day AI implementation workshop.

52:29So I assure you the average founder is behind who is showing up at our workshops for those reasons. So this is a look at our intelligence centers within our business. So we call an intelligence center an area that was developed for one person or one division or one role within our company. So my team members do not get this view. Like there's no reason for my event managers, Rachel and Vanessa, to see property intelligence, sales intelligence, operations intelligence. And there's no reason for my executive assistant to have access to sales intelligence or data intelligence. So to not make this overwhelming for my team and to simplify their harness and how we are having them leverage AI, we are using projects within Cowork.

53:17And essentially, I set up the project. When it's ready, I share it with just the one team member or the three team members that need it. And the project has very detailed instructions that are four to seven pages long with different steps, auditing the output, it, recording things to memory, having us learn from how they're using the AI tools, recording improvements, et cetera. But it's very, very simple for the employee. They don't need to go into seven different projects. They don't need to, like at the beginning, I thought, okay, let me develop like five or seven tools or three tools for every person on my team.

53:51But then they would have to switch tools all the time. Oh, what tool should I use for this? What tool should I use for that? And they're like, it'd be burdensome because everyone have different tools.

53:58Richard Wilson: So instead, what I developed is a single intelligence center per role. So for sales intelligence, for example, it helps them start their day by looking at what leads we need to follow up with that showed signs of buying. it helps them identify who's on their calls for today what the most valuable calls are what the background is the context what were past emails or transcripts what stage are they at where are they and moving up like the three trust curves etc so that when they go into those calls they have all that deep rich context and a agenda for what they should talk about on that phone call to make it most likely that they close that person on the sale.

54:39And so basically we've designed it so that each intelligence center is unique to that role with four to seven, usually five to seven different main uses of AI.

54:53Richard Wilson: And I'll go into basically how this works in a second. But essentially with each case, what we've been asking ourselves is how is this person or this division already using AI. That's your starting point. You then ask yourself or the person, okay, how do they wish they could use AI for their role? Then you ask it a lot of practical questions, because you probably already know how you work or your employees work a good amount of the time and what most of their job entails. But you should just think, what part of the job requires precision and accuracy? So things should be audited and triple checked.

55:28What part of the job is soul-sucking and inefficient and so painful and so repetitive, many times that is ripe, low-hanging fruit for AI.

55:38Richard Wilson: You should also ask yourself, what would really move the needle most in our business? Booking more great centimillionaires to speak at our events, doing more great fireside chats, getting our investor count up at the events, et cetera, in our case. So for you, it's going to be different. And if you ask yourself, what takes most of your time? What would move the needle? What requires accuracy? What am I already using AI for? what I wish I could, and you take all of that, plus what you already know your team or that person needs for leveraging AI, and you just turn that into a menu of five to seven options within that intelligence center, then you build out the rich context.

56:18So you can connect Claude and Cowork to your Gmail, to your Google Calendar, to Fireflies. You can just literally say, what did I ask Susan on that call last Tuesday or on the weekly call with my family office client? what were the five action items so I'm ready for this next call coming up and it will Claude will go to Fireflies read that transcript and get you the five things you need to know that that is why rich context matters so much and within the intelligence center it not only is connected to these corporate resources that anyone can connect via Claude and co-work but importantly because you've built one intelligence center for that one part of the business their routine and their priorities are baked into there, their goals, their KPIs, the Google sheet that lists all of our verified members and whether they've gotten their access to one exhibit table, two discussion panels.

57:08Have we created a one-liner yet? Have we created a one-minute pitch video yet? All of that gets tracked in a Google sheet. Our team used to have to look up that Google sheet to see where people are. Now they can just ask Claude. Now when someone inquires and we ask who this person is, they can say, not only are they a member, but they used to be a charter member. Now they're verified And they're on step three of becoming a fully verified member with a background check with the family office club, et cetera. And we have all that rich context dialed in. So the more Google Sheets we can link to that update dynamically, the more context documents, like my event intelligence center has all of the venue contracts for all of the Marriott hotels who have ever hosted events with.

57:49So we can analyze best terms in sight that, well, on this other contract, we got this term. Can we get that for this event going forward? And then we get better and better contracts over time because there's a repository of all of the contracts we've ever negotiated for all of our venues. And that context is super specific to my event management team. My sales team doesn't need to worry about those contracts or look at those. So that is why you need different intelligence centers. And if you don't do this, your team will randomly use AI when they think about it and say, who is this person? is this an important call or help me research this idea?

58:26But they might not use it for the five to seven modes. They're not going to remember to always attach or link to all of these resources. And as a founder or for yourself, if you don't have a team, you're super motivated to dial this in as much as possible. You always want rich context. You always want a more complete answer

58:45Richard Wilson: and a faster answer that is more accurate and faster. And so that is at the core of the super intelligence operating system and what we're trying to, what we have built here. Our team is using it so much that we're on track for using it 25 ,000 times this year, just within our own team. And when I showed the stats earlier, our AI tools overall, as of two or three months ago, had been used over 30 ,000 times, but that's over our whole community, right? of like 700 to a thousand subscribers, depending on how you look at it. And so our team is using these tools nonstop all the time, every day. And anytime they use Claude, I want them living in their intelligence center because anything you ask it, it's going to not only have the context of the organization, but their exact role, who they are within the who am I settings of Claude, but also within the project instructions and also with all those attachments and links.

59:40So for some of you, that's going to make a ton of sense. For some of you that have never used claude never use co-work you're gonna want to jump on that horse even if you feel like you're falling off the first 10 times and and figure this stuff out um and then you can come back to this and come back to the recording of this webinar and hopefully it's super helpful um let me pause here and see what questions there are i have more things to cover related to this but i just covered

1:00:03Richard Wilson: a lot at once so let me see where we're at in terms of uh questions here uh brian's asking if have access to sec attorneys uh yes we do um just shoot me an email at richard at family offices.com and i'm happy to make a connection for you um carrie is saying that there's some bad static on the line um if anyone else is hearing bad static let me know maybe i need to change the mic i'm using on zoom um if that's the case um paul is saying my docs and my project get stale and then have to delete and re-save the updated docs that change. I'd rather have it draw dynamically from a Google Sheet. Will that work?

1:00:44Richard Wilson: For sure that will work. So what I would do if it's static is upload it as a context as a PDF. If it's dynamic have a Google Sheet and have that embedded in your instructions and say before your answer don't rely on training data or past memory dynamically check the updated Google Sheet, which we update all the time in real time to see what the true accurate answer is. That's important and it reminds me of something that I wanted to make sure I said sometime during this webinar is that every company right now that's aware of where AI is at is redesigning their whole tech stack to natively API plug into Claude.

1:01:30Richard Wilson: If you are using some transcription service and it does not have a plug-in connector to clod forget it get on fireflies or auto ai or like zoom whatever and have something that does natively connect like if you're on a crm it doesn't natively connect like we just got off of active campaign and moved to hubspot the active campaign custom connector kept on breaking was clunky did not work well with clod at least while we were using it it did not um now we have hubspot and the connector is much much better the software Whereas higher quality, they've done a good job putting that together. So having things in Google Sheets instead of within some other system where it gets updated dynamically is important for that reason.

1:02:13Richard Wilson: Great. I'm glad the mic's not super annoying. Let me see in the Q &A if there's a couple more questions that came up. Then we'll keep on moving forward here. with the rise of lookalike email fraud and increasingly complex checks. How are leading family offices protecting deal velocity when acquiring high value physical assets? I think that with the rise of AI and more hacking or spoofing or trying to fake things or get people to click on things, that combined with the fact that every investor I know, including myself, have invested with people that end up being a fraud or most likely a fraud, or even more often, distributions were cut, or the deal lost all of your capital.

1:03:01That's happened more in the last two years than the

1:03:04Richard Wilson: last 19 years combined. And no exaggeration. It's not just a normal ebb and flow. Like investors are damaged and they can still taste their own blood in their mouth. But, you know, you should invest when there's blood on the streets, even if some of it's your own. And you do get the best deals when others are stalling and not sure what to do. But I think that it's not just because of wire fraud, it's because of some deals going not well recently. So when you do raise capital, every dollar is worth more. Investors have more leverage right now. And you need the strategies, like the strategies of how to pitch, how to position, how to have unique offer, how to structure deals, how to raise capital, how family offices think.

1:03:48All of that is even more important because if you win by 1%, you might get all the allocation. Well, who comes in second or third might get$0 from the investor, right?

1:03:58Richard Wilson: People don't have time to meet with everyone and allocate to nine different groups. They're allocating to two or three within self-storage or one or two, right and that's their billion dollar plus group and then they might invest with two to four or two to five at most right and the more valuable investor the more people pitch them so the more you go from 25k checks to 250k to 2.5 million the more you need to have everything dialed in at a whole nother level um and that's that's important to know but also it might take longer to raise capital from someone who's worth 100 million but you might get 20 times the capital versus a small investor.

1:04:34So you get a bigger reward at the end of the rainbow. Right? So that's important too. All right. So this took me so long to figure out. We tried two or three different approaches, but we have a system now that creates memory and observation within the operating system. And some of you will not care at all about this, but it is massively valuable. Claude does not let you see how your team members use its own software. Pretty silly, right? What founder would not want to know the history of what my team members typed into Claude? like all I get to know is that they've used it at all and what their usage of tokens as a percentage is.

1:05:15I get no insights on best practices, no insights on how they're using, not using it, special use cases, awesome use cases, how one person's using it different than another person. They don't let you toggle that on and off. They don't let you opt into that. They've just left it out completely. So we've developed a reporting system where we get to see how our team is using AI, who's using AI, and then the system reads these use cases, finds me the best case studies for the week, and I can share some of those with our team, but also suggest ways to improve the

1:05:46Richard Wilson: operating system based off of use cases. And in that way, it's a self-learning, self-improving system. We get to improve the changes before it just goes and implements them. But having the visibility of how my team's using AI in real time is pretty awesome. And it allows us to improve the system and observe who needs coaching because some people will be too quiet and they won't say, oh, well, yeah, sorry, I haven't used it the last five weeks. I was just utterly confused. And I know this event coming up or this deal we're closing is the top priority. So I didn't say anything. Or, oh, yeah, I tried installing co-work and I could just like slow to my computer so much I'd uninstall it.

1:06:25Sorry. And like, oh, cool. Well, you know, some people are just gonna be too shy to tell you that.

1:06:30Richard Wilson: And others are going to think everybody's using the tool 20 times a day and not share at all how they're using it when other people could learn from it. So the memory function is super important. And you'll see that in the deployment kit of how I put that together. And that's why it's relevant. With the memory and recordings of things, we have changed the setup so that it protects privacy. So, you know, we're assuming that our team is using Claude for work and not something personal. But let's say that they have Claude on their mobile phone and they're at lunch with their wife and then they look up something medical in there.

1:07:07Richard Wilson: Or they ask about something related to compensation in their industry and want to negotiate something related to their compensation at a company or something. Well, that might not want to be shared with everyone or anyone else. So we put privacy protections in there. I came up with six or seven cases where we should not be recording their use of the AI tool. And then Claude came up with another 30 use cases of like, yeah, you probably want to block these 30 other ones too, just to lower liability or just unpleasant sharing of something which was private, etc. Right. So we put that in there as well.

1:07:42Richard Wilson: We showed this earlier. This is just in our first few weeks of implementation of the tool. and you can see the number of use cases ramping up over time and going down on the weekends of course so one thing that we've done as well is add in our values so we have our team values as a.md file which is just like a text file essentially and we upload that at the core to a clod so anyone in our company using clod and any of the projects uses or has the core values installed. And that way, whenever a decision is being made, it will raise a flag and say, oh, this is like potentially against the core values of the company.

1:08:23Maybe check with Richard on this one. And the thing to know about skills is that we have 10 of them developed for you if you're a member with us. And if you're not a member with us and you just want to install one of our skills and play around with it, I can just, while I'm talking, I'll just open up my file folder here and just share one of the skill files in the chat window if I look there.

1:08:47Richard Wilson: So let's see which one I should share. Maybe the billionaire intelligence skill. So I'll share that over and that will share a framework and approach of like how billionaires think and best practices on how they've scaled their businesses, etc. So you can install a skill at the Claude level. And then when you ask Claude something and it's related to that skill, it will turn on that skill dynamically. Or in any project you create, like these intelligence centers, you install a skill and then that skill is always on for that project. So like, let's say you had someone in charge of due diligence or asset acquisitions on your team, you might want to install within their project the due diligence skill that we've developed, which is based off of Dewey and Vetti and Instant Partner Insights.

1:09:35And then that project will have enhanced due diligence capabilities, procedures, and frameworks. So that's just one example. If you have a project for yourself related to raising capital or pitching a product or service or investors, you might want the pitch skill installed for that one, for example. Right. So but you probably want your whole team acting in line with your values.

1:09:58Richard Wilson: So that's what this is about. And we've got this example.md file within the member portal. just go to the artificial intelligence hub to see that. I have this morning one pager that I talk about relentlessly because it's just super helpful to me and it costs nothing. But essentially, I have my monthly, quarterly, annual goals written out. Then I have 50 mental models that I try to operate on written out. And I know that if I keep these goals in mind and I live and work in this way, that life will go better, business will go better, et cetera. That's been super helpful to me. and I would encourage everyone to have this.

1:10:37Richard Wilson: I actually have a Word document template. If you want to put this in place, instead of having to bug Jennifer like I normally do at each of our workshops when I bring this up, I'm just going to attach this tool. Here's the template Word document. Your mental models and things you need to live by will be totally different than mine. Your goals will be different than mine, of course. But the whole point is, customize this once a month, print it out, get a$12 lamination machine from Amazon, laminate it, and wherever you brush your teeth or shave in the morning, read this at least once a day. I do this as well as watch a 12-minute video every day to start my day.

1:11:16And that is how I go about, you know,

1:11:20Richard Wilson: getting started and getting things done.

1:11:24Richard Wilson: Laura Devaney is saying that she's unable to see the link, the billionaire skill. If other people see it, let me know. Um, and Laura, if you want to just shoot me an email and then I will just send you the skill. Um, but you can also get it in our member portal if you want to. All right. So, uh, I have this one pager, right? But then what I also do is I upload this one pager to cowork and I have it analyzed my day and it looks at what I did yesterday and over the last seven days and says whether I'm really living by my mental models and did I really work on my top goals? because if you're not true to what you write down as your goals either your goals are fake you don't care about them you're forgetting they exist or they're so lofty and so unrealistic you can't even realistically work on them so maybe they're not the right goals um and maybe you just need to change your goals maybe you need to change your mental models that you wrote down if you're never ever operating by them or you need to massively change your actions and where your time goes and it's cool because claude i think is better than any life coach on planet earth because Because Claude will look at your Google Calendar, look at your Slack messages to your team, look at your Fireflies, look at your Gmail activity, look at your sent emails.

1:12:38Richard Wilson: And basically then say, look, there's no hiding. I can see what you did with your day and it has nothing to do with your top goals. Like these actions were awesome. Great job. It's in line with your mental models. These other ones, not so much, but maybe you just needed to act that way for whatever reason. And this just kind of keeps you honest and focused. And it doesn't care about your feelings. that cares about just rating you on how in line you are with your goals. And then you can change the rules to this as you go. But we have a, we'd encourage you to set something up like this for yourself and have a one pager in place for yourself.

1:13:11Richard Wilson: And so as you're building out your intelligence centers, you should have one for yourself, one for each division of your team or major really important role in your team. And I encourage everybody to have at least three to five intelligence centers. And we had some people on our team that were super skeptical. one person literally said okay Richard we'll see if I ever use this and I said it was amazing one of my sales people Xander who's on the zoom here his genuine reaction and exact words were it was like turning on god mode for sales it was so amazing and Jen on my team who manages all of our properties said that it was like amazing and it saved her tons of time and allows her to reply in sophisticated fashion with more precision without having to look things up in five different places.

1:13:57Like super, super helpful to our team. So just get one to three of these in place and you'll see the ROI and you'll want to have them in place for your whole company. All right. So yeah, get the first one in place, name the owner, customize the template,

1:14:11Richard Wilson: develop it so it is as practical, useful, and simple as possible. Make it not confusing and make sure you don't share multiple projects with one person. Say here's the one project, you share it with them, they find it within projects shared with you within their projects area. It'll look blank until you click on the tab project shared with you. You then use that, have them pin it to their left hand side so it always pops up, and then have them do everything in Claude within that project. And I think you'll be happy you did. So we've got like an easy button prompt that you can use if you're using the deployment kit, which is just for our members.

1:14:47but if you're a member, let us know if you need access to that and we'll get it to you. Before I move on to a couple other quick AI tools that we have to end out the webinar, we should be done in about 14 minutes. If there's any questions on the superintelligence operating system, why we use it, how we use it, the different components of it, please let me know. This slide here is critical just for seeing like my view within Claude is I as a CEO have access all these projects because I built out these projects, which are the intelligence centers. If I clicked on event intelligence, this middle one comes up.

1:15:24These are the seven modes I've built out for my event team. And there's like a seven page document because every mode has examples, case studies, linked rich documents, Google sheets, context, things never to do, things always to do, a process order and how to do things. It literally makes AI 10 times more powerful and amplifying my event team than if I just said, oh, here's access to GPT or Claude, you know, please use that when you think about it in smart ways. Like no one's going to think about how to use AI more than the founder or you for yourself or your team. Like you are more motivated than anybody else to dial this all in.

1:16:06So it's your job to dial it in and make it super simple and say, just sit in this one saddle, do this, this, this, and this. These are like the seven functions and do everything in here.

1:16:15Richard Wilson: and then take their feedback. And if it's not useful or it's annoying or complex, then it's only valuable. If they find it valuable, then you just customize it to their feedback along the way. Yeah, so Liam, you can reach out to me on Circle. If you're within our mobile app or membership portal, then just reach out on Circle and you can shoot me an audio note or a message there. We downloaded the billion dollar link, but it does not open. David, the one that does not open, is that the Word document for the template, the dashboard template, is not opening? Or is it the billionaire intelligence skill?

1:16:56Richard Wilson: Oh, it must be the billionaire intelligence skill because you said the billionaire link. The reason it's not opening is it's a.skill file. Within our member portal, David, I know you're a member, go to the artificial intelligence hub, go to the clod symbol. It will tell you how to install skills. It literally takes 30 seconds. So once you've done it once, it's like deadly simple. But this.skill file could be opened on your computer with Notepad or like a TXT reader. But you don't need to open it. You just need to go into Claude and then install the skill at the project level or if you want to at your Claude account level.

1:17:33Richard Wilson: So I'm glad you mentioned that because I should have mentioned like, yeah, this file might not open. So let me go back to the Q &A panel now and see if there's one or two more questions here. Can you share again where in the portal the Clara.ai tool is? Yeah, happy to. And I'm sure if you're asking, some other people are as well. So let me just bring up the screen. Here it is. So when you're within our portal, a couple of really important things. One is on the left-hand side, you'll see different sections based on what access you have. So if you are a member with us, you're going to see the member portal on the left.

1:18:11If you're an investor with us, you're going to see the investor portal. If you only have a guest pass, you're going to see about 1.5 % of what you could be seeing. And that is on the left here. And you'll just see a couple of AI tools and a membership application and some pictures of what our events look like to assure you they're not fake and they really do happen, et cetera. So if you go down though, you can see the artificial intelligence hub. When you click on that, Clara is right at the top. It's one of our most popular tools. It's been used a couple thousand times now. And then the Claude skills that I was just talking about are all downloadable within that Claude skills area.

1:18:48Richard Wilson: And you see the Claude logo there on the screen as well, hopefully. So that is where you can find the instructions for installing a Claude skill, but also where you can find the actual files to download. Somebody was having trouble downloading the worksheet, so I am going to try to upload that again. One second here. Make sure I get the right one. Yep, that's the right one. Okay, so see if that works. Otherwise, I'll drop the Dropbox link at the end of the webinar and make it more more simple there. All right, I don't see any other questions now, so I'm just going to finish off a couple AI tools that you should know about and be aware of and then we will end this webinar and get on with your day.

1:19:39Richard Wilson: Before anyone jumps off though, we're going to be sharing, we have a billionaire guest speaker at one of our capital raising boot camps coming up. We have someone who's raised over 10 billion dollars of transactions, private transactions is going to be speaker. We have multiple centimillionaires and single family offices speaking. And then I'm going to be sharing what I've learned over 19 years running this investor club and seeing a billion dollars of deals get done at our capital raising boot camps that were hosted in Florida, New York, Dallas, and Los Angeles. They are 10 a.m. to 3.30 p.m. workshops.

1:20:15They are fast moving. You fill out a worksheet during it.

1:20:18Richard Wilson: You meet in small groups. We can do hot seats. We can dig into your challenges, what's frustrating or hard, or what you're doing to get started to acquire assets, or build your platform, or launch your fund, or develop real estate, or just grow your company, and maybe at least have the knowledge of how to raise capital. So when you do need to raise capital, your financial IQ is already high enough that you're positioned well, and you've done the right things to prepare yourself to raise capital for when an acquisition does pop up to buy one of your competitors or buy a choke point asset like billionaires.com or something else like a podcast that might come up etc and also if you're a founder growing your net worth you need to learn how to invest so you're not just getting diversified exposure in the stock market but at some point you might want to invest if you are a dentist in somebody else's dental practice or dental platform or DSO or you might want to know how to invest in a real estate deal and protect yourself and know what the terms mean and how to do due diligence on those deals.

1:21:19Richard Wilson: So every founder needs to also learn how to be an investor in case they need to raise capital or invest. So the capital raising boot camps are going to cover 100 strategies on how to raise capital, get deals done, scale your business, acquire assets, structure deals, position, pitch, and niche things down to grab people's attention. And the cool thing is that since we start at 10 a.m., you can fly in that morning or drive in that morning and fly out the same day and not even book a hotel from most places in the United States if you want to. We try to make it super fast paced. Like I fall asleep at most movies I go to see.

1:21:56I just saw Moana live action, fell asleep twice. I saw Stranger Things in Broadway, fell asleep two or three times. Both were high quality productions. Like I get bored faster than probably most people you know, and most founders are that way.

1:22:09Richard Wilson: So we move very quickly at all of our events and try to give you a Ritz-Carlton buffet of ideas so you can pick and choose what looks good to you. Put some in your pocket and save for later. You're not expected to eat, digest everything in front of you. Like that's our whole approach with offering events. All right, that's it on the Capraising Boot Camps. Just go to familyoffices.com forward slash bootcamp if you want to learn more. And we hope to see you there. I can meet you in person and we are live streaming the New York event, but you will learn and get five times more out of it if you can come in person, promise.

1:22:44And we're at 38 people for one of the four cities, 25 for the other cities, and we're limited at 50 people per slot. So it looks like we'll sell out for these, um, since we're already half full and we're a couple of weeks away still. Um, so please do register today if you don't do want to attend. All right, real quick here in the last five minutes. Deal Structure Ninja is our AI tool helping you structure deals. It will provide you 10 deal structures that are super dialed in for what you told that you're negotiating. And then you say, I like number two and six. Show me 10 more like two and six.

1:23:19Do that over and over again until it's amazing. With all of our AI tools, the first result you get might only be okay. But then you say, no, I meant this. No, don't do anything like that. Only do this. No, here's more context. This is what I really meant. And you just dial it in again and again. And by three to five answers, you can collect more facts, have it double check, and, you know, make sure that the answer lines up with what you know and what your gut says could be true. Instant Partner Insights let you vet other people quickly. It does not replace background checks. It just helps you see their online reputation, their publications, their position.

1:23:54Are they a heavy hitter or not? Is this a high risk person or low risk? How likely is it that you should trust this person? Super important. Being a founder or investor is like this mountain biker at high altitude, right? He's at 8 ,000 feet here. It might have taken him a day of biking to get up there. One slip or wrong turn, wrong turn, one click on a bad link, one LLC formed with a fraud,

1:24:20Richard Wilson: and you could lose all the elevation you have on your balance sheet, in your business, your revenue. A small mistake could have huge consequences. The more successful you are, the more that a single bad relationship or mistake could cost you millions of dollars or months of your life. So that's why it's important to always be boosting your business and financial IQ. That's what our AI tools are trying to help you with. This AI tool is core. It has 1 ,500 investor talks from our past 300 events. So you can ask questions and get feedback from the collective wisdom of everybody who's spoken at our events, which is pretty awesome.

1:24:57Super rich context and great feedback there. This one is when Grok Heavy came out from Elon and he said, oh, well, what we do is released 10 different agents at once that all analyze a problem, give you answers from 10 perspectives, argue with each other, and then give you a weighted decision and play as devil's advocate. and the answer. That is what we tried to do with hyperintelligent and is what we did.

1:25:21Richard Wilson: But what we did is combine 20 perspectives. It tells you what GPT would say, but also 19 of our AI tools, including what I would say based on my 3000 pages of published talks and webinars like this and books I've written, et cetera. So you get 20 perspectives on an issue. You can have hyper intelligent vote on an issue and see what the weighted vote is. You can say, customize all the feedback only from people from my industry or from this size or from the size of a company or size of an investor, et cetera. And then you can, it will have the most credible viewpoints, argue with each other, and then tell you what its weighted decision is at the bottom.

1:26:04Richard Wilson: So super helpful. One of our most powerful AI tools. I don't know of anything else out there that's like it. And like I said at the beginning, I talked to one of our members this morning and he had one of our AI tools. He's built out something like it, but it's his full-time endeavor. He's a software programmer. He does nothing night and day, but that one AI tool. Yeah, it's probably going to kick the butt of our one AI tool that's like that, right? But the 50 AI tools together, plus the operating system, Plus helping implement and giving you feedback if you get stuck on something, et cetera, and always improving the tools.

1:26:38That's really the value that we're providing you. We hope one-on-one we compete well with other tools that do something similar to one of ours. But in many cases, there are no tools that do what ours do.

1:26:49Richard Wilson: And in combination, there's no set of tools that do what ours do. I'm very confident on that at this point because we've spent well over a thousand hours developing these on our proprietary data. When you're in our portal, one thing I want to make sure that you don't miss, because my own team missed this when we implemented it, is at the top here, above those video preview squares where you can stream a centimillionaire or fireside chat with someone, there's these tabs that says popular miniseries, billionaires, decamillionaires, right above the visual squares. and so when you go there you can't really see a preview square for 2 000 videos right and so you need to go to those sorting tabs at the top and then you can sort by all of our past webinars all of our interviews with billionaires if you only want to hear from centimillionaires or learn about deal structure or learn about ai then you just have one of your team members log in and say hey watch watch one of richard's workshops on ai like learn how these ai tools work so we can leverage them and you might be attending our events while a team member leverages the videos And someone else on your team might help you set up the operating system, the super intelligence operating system.

1:27:58So this allows you to sort through by tabs, but also at the very top, there's a search function.

1:28:05Richard Wilson: You could type in NBA and find all the NBA players or look for NFL or since millionaire or healthcare or whatever, and find all of the past videos and content and AI tools related to your topic or industry. So to summarize, we're providing you with access to wealthy founders, super wealthy investors, private investors, heads of other investor clubs, multifamily offices, single family offices in proximity at our live events. And in our portal, we have more. It's about 60 percent registered investors and 40 percent registered paid members. So in our portal, there are more investors in there as members with full profiles than there are members.

1:28:47We're then helping you with the 50 AI tools and the super intelligence AI operating system, which we use ourselves. And then we are helping you scale through choke points, growth strategies, leveraging other people's capital, but also how to structure deals, offer something unique, position yourself and just scale your balance sheet or revenues over time. These are the three pillars of how we try to provide value. We see them as kind of force multipliers for our members. so that is it for planned content my email is here on this slide the font is super small but I've provided it in the chat many times I'm sure most of you have it if you want to see our event calendar we update that all the time at family offices.com and we do have all of our events for all of 2026 now with dates live on our website and we're working now to book our 2027 schedule We have all of those events decided on and we're talking to venues now.

1:29:48And we just booked our Beverly Hills Summit for early March already. And we're looking to get one year out on the calendar. So just go to familyoffices.com to see our upcoming events. Hope to see you at one of our capital raising boot camps coming up real soon in four different cities. I will put the link to the boot camps here within the chat.

1:30:12Richard Wilson: and Xander or Daphne or Jennifer, if you can put a link to the team round-robin chat in the chat as well, I will share that with everybody so that they have a chance to book a call with the team. Let's see here. All right, there is the bootcamp link.

1:30:38Oh, great. Thanks for putting that link in there under my name there. Awesome. David, yeah, thanks for being here. Can the operating system help select which AI tool to use? Yes, for sure. Essentially, what you could do is copy-paste a list of all of our AI tools, or just use our own AI tool that helps you navigate the rest. And in that one AI tool, like you basically say, this is what I'm trying to do. This is who I am. Which of these tools should I be using? And then it will sort through all of our AI tools and make suggestions. If you're not sure, though, I would just have you remember that Clara is like a super nerd on capital raising with amazing depth of investor transcripts and best practices from all of our capital raising workshops, all of our webinars, my book on capital raising, my books on family offices, all of that.

1:31:32So I would start with Clara. If you're investing in vetting deals, then I would also make sure you use Dewey. And then Instant Partner Insights. Like it can change your life for better or worse, partnering with the wrong person or trusting the wrong person. So Instant Partner Insights, super high leverage tool you're going to want to be using as well. So I just make sure to keep those three in mind probably above all others. Dominique is asking can it work for deals you want to restructure? Like can you input your current situation and it will help you restructure a negotiation strategy? Yeah Dominic for sure it can do that.

1:32:10So Deal Structure Ninja you could give it pages and pages of context and the exact contract that was negotiated or the bullet point deal terms and what you wish the terms were and tell it the problems of dealing with the counterparty,

1:32:25Richard Wilson: what they care about, what they don't care about, what would blow up the deal, what would be ideal for you, and little comments that were made or a transcript from a call with that person. Upload all of that and then that will provide the tool with rich context to give you to give you great feedback on what you're actually trying to do. I do see somebody is asking for the PowerPoint slides. And yeah, I'll drop the Dropbox link to those right now in the chat. So you can grab the slides if you want. Steve's saying, tell AI to watch the movies for you and then recap with Inovega's smart glasses. Yeah, for sure.

1:33:05I mean, I enjoy going to the movies. I just felt like I'm just not used to like sitting in life and just kind of being comatose staring at a screen. um you know i think like a lot of founders we're always trying to get things done and answer something on whatsapp or slack or knock out an email or a proposal or you know so just sitting still like a screen zombie um it's just unusual for for most people i think all right so i've got a couple of things in the q a here um ai is so important however investment opportunities can be deliberately disrupted by sophisticated cyber attackers who gain unauthorized access to every email, et cetera, and spread fake narratives.

1:33:45Such threats may be well-coordinated and malicious. Since many investors are unavailable for in-person meetings, these attacks can hinder capital raising. For sure they can, but I don't know many investors who put a quarter million, half a million, or millions of dollars into things and never meet people in person. What I find is that the more you go from investing $1 ,000 or$10 ,000 like crowdfunding type stuff to investing$25 ,000,$50 ,000 or$75 ,000,$100 ,000 or much, much more, the more likely it is they're going to do more serious due diligence or meet in person or hire someone to help with the due diligence, right?

1:34:23If you're putting a million dollars into something, you've most likely met that person in person or it's a billion-dollar plus platform that everybody's heard of and you just trust that you really are talking to the rep from JP Morgan, and this really is JP Morgan's credit fund. And while it has risk to it, like you're not too afraid of the counterparty risk that there's going to go out of business tomorrow or be a complete fraud, you might not need to meet those people in person in your mind.

1:34:48Richard Wilson: You might think that you might still want to, not encouraging not to, but what I find is that if you are not publicly traded and you don't manage a billion dollars or close to a billion dollars, it is very likely that when you meet, that you'll need to meet with family offices and meet in person. And you should be, if you're an investor, you should walk the manufacturing floor, you should see the property in person. And we had an AI workshop where John Letera, founder of Fairbridge, he's backed by multiple institutional investors, he brought in over 100 million to his platform last year. He's doing transactions with folks in our club right now.

1:35:23He said, like, yes, AI can help analyze, help screen, it can help protect his time. But he will never invest with someone without walking the property with the founder. And someone was like, oh, but I think you could based on this and that. And the person who said that managed like$10 million. And he's like, you go ahead and do that if you want to. I'm just telling you, I will never do that. Like I always will use AI to make my questions smarter and identify red flags. Maybe identify something in the financials I would have missed otherwise, but I'm not going to skip meeting that person in person, seeing the asset and seeing if they know their asset cold.

1:35:57Like you feel free to do that. but I'm just telling you after scaling to 800 million dollars in 40 years like I would never ever do that for so many reasons and he said many times the numbers say we should maybe not do this deal when I meet with the founder and see the asset in person I see the massive value and we do that deal and many other times the numbers might look amazing but when you meet in person you say no way would I ever trust that person and this founder is totally distracted and has no idea what's going on in their own deal and is not doing things the way that we do things we are not aligned and that matters more.

1:36:29So I think that's super important here. Let's see here. Great presentation. Yeah, Jay, thanks for being here. Thanks, Salim, for being here. Good seeing everybody. Hope to see you at the beach later today, Joe. Let me check the Q &A panel before we sign off and then we'll end it here. First time visitor. This is Joel. How do I become a member? I will share the three options. So basically we have a charter membership option and we have a verified option. The charter option comes in two forms. You can be an annual charter member or you can do a month to month plan.

1:37:08Richard Wilson: It's obviously a better deal when you do the annual plan, just like with pretty much any company these days. And then also our newest option, if you've been away for a while from the community, is we have a... here it is, we have an option for verified membership. And the verified membership is what I was talking about earlier, where essentially we will help you with coming up with your one-liner, making sure it's unique, helping you with scripting your one minute video and producing it. So we will get all the visuals from you, or B-roll video, have it start with you introducing yourself and then go into the visuals and put together that short one minute video so it looks highly produced and amazing and capture their attention.

1:37:52If you need feedback on like deal structure or feedback on other materials, we're happy just to provide feedback because as part of this is you get a direct connection to me on WhatsApp and we'll share audio notes and give you feedback on your super intelligence operating system, et cetera.

1:38:07Richard Wilson: So the verified membership is for a year and you get over$10 ,000 worth of stage exposure and exhibit tables, plus the video, plus your membership for a year and a discount on sponsorship options and you get three guest tickets a year all for the$10 ,000. So we try to make it like a no-brainer. If you have a multi-seven-figure revenue in business, like doing, you know, two, three million or a million plus a year in revenue or manage tens of millions in assets, like it's just a complete no-brainer not to get the verified membership because when we do the background check, we put a blue check mark next to your name in the portal and at the live events on your name tag.

1:38:43For the charter membership, you get access to all the AI tools, but no check mark, no stage exposure. You do not get access to all of the databases that come with the verified membership as well, which is over 20 ,000 investor contacts in our databases. And you don't get the extra feedback on deal structures and AI implementation that you would as a verified member. but any of our members if you have questions if you need more support you need an onboarding phone call because you've just joined we can line up that phone call with Jennifer on our team and make sure you get like a visual overview of what you have just purchased with your memberships you can leverage it for you and your whole team and we have a lot of fun running the community and part of the reason why it's fun is that it is a community a lot of folks that run investment events it's like a conference and the next conference totally different people and it's

1:39:39Richard Wilson: through developing relationships that real deals get done and you can really trust what someone's saying and we try to make it a real genuine helpful community where we add like way more value than what is charged for and so hopefully you feel that as you become a member and get involved with us in the membership portal if you're not in there as a guest and you're thinking about joining or not and you look within the portal you'll see pictures of our live events and then you can see that we have high quality institutional quality kind of ballrooms and set up for the events and that oftentimes is the difference maker for some folks just wonder like what the community is really like so i'll put the link for the guest pack here eric says family office events are much more fun than other conference types.

1:40:30Thank you, Eric, for saying that. Eric's like oftentimes helping our workshops be more interactive.

1:40:36Richard Wilson: He's always got a question to ask or an example of something he's done. Like he wrote a book recently on his niche and is coming out with a couple more books and thought leadership pieces. So thanks for being here, Eric. So that guest portal link is there in case you just want to check out what the events look and feel like. But also, since we just used this for a LinkedIn newsletter. I'll bring up an image here on screen real quick. So at one of our smaller events we had a setup like this. Let me see the share button. Here we go. So this is at our Beverly Hills event last year and this would be like a 250 person type event.

1:41:24Richard Wilson: 75 speakers on stage over a couple days and I'm doing a fireside chat with a centimillionaire there so that's just one example of what one of the ballrooms would would look like and then there's just one more I'll show you and then we can sign off here but essentially our model is to get a lot of investors on stage sharing what they're up to people who are sponsoring can do a five-minute deal flow talk to make connections and let people know who they are and the longest that anyone talks is usually a 10-minute standalone talk or we'll do a maybe 15 to 20-minute fireside chat if it's a centimillionaire or a billionaire.

1:42:04If you come to one of the capital raising boot camps this is what it's going to feel and look like just you're not shocked it's like classroom setting we have worksheets you fill out you network with each other raise your hand and you say like how does this make sense for me I have no idea how to do what you just said and then we'll apply it to your

1:42:22Richard Wilson: situation, give you feedback on what you have a challenge with or need extra help with, and we try to make it super practical so everyone who comes leaves saying like, oh okay yeah that was I can definitely use this like right away and found it super practical. The last image I'll show is this one. So this is one of our larger summits. So our annual event is the Family Office Super summit and that is typically a 600 to 800 person event and at that event we're usually featuring 125 speakers on stage there'll be discussion panels there'll be standalone talks there are fireside chats each day sometimes we'll have a billionaire keynote or two um so that's that's a lot of fun and there's a ton of connections to be made at an event of that size and many times like Like at our recent$100 million summit or our Silicon Valley summit coming up September 24th, many times the number of family offices that someone can hear from on stage and learn from or connect with or just hear how they think and how they operate is more than they would get to hear from for the entire year if they were not part of our platform.

1:43:37Many other people that host events in the investment industry, even ones focused on family offices, have only five or ten family offices on stage for the whole event. And we'll sometimes have two, three, four times that many.

1:43:51Richard Wilson: And we pride ourselves on that. And so we're always trying to make sure that people are coming to get an ROI off of deal structures, learning, connecting with peers, connecting with sources of capital, etc. These are some of the keynote speakers for the Capital Raising Boot Camp coming up. So I encourage you to check out that page on our website as well. All right, that is it for me. So we went 15 minutes over. Apologies for that. I appreciate everyone's time and attention. Hope to get involved in the Family Office Club. I spent the last 19 years trying to ensure that it is valuable and practical.

1:44:33Richard Wilson: And we believe in treating people with respect so that you can build relationships over time and play in the medium to long-term game. We like to associate with high integrity people, high performers. We feature a deck of millionaires who've had big exits, centimillionaires, billionaires, billion-dollar-plus platform founders. Talk about health being more important than wealth, but you don't need to pick one or the other. And just making sure that you have extreme focus and doing something that's highly unique and impactful. Because there's always lots of options for where you spend your energy, of course, in life.

1:45:09So appreciate everyone being here. We'll see you at one of our capital raising boot camps coming up August 17th, 18th, 19th, and 20th in person. Those will be fun events. So I'll see you soon. 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.

1:45:50We have 30 in-person events planned in 2026 and another dozen events this year. Please go to familyoffices.com to learn more.