DiscoverMarketing GeeksHow to market to the Ultra Wealthy with Family Offices Featuring Richard C. Wilson
How to market to the Ultra Wealthy with Family Offices Featuring Richard C. Wilson

How to market to the Ultra Wealthy with Family Offices Featuring Richard C. Wilson

Update: 2019-04-17
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Episode #46 - Richard Wilson, the CEO of the Family Office Club Association, joins the show today to discuss marketing to the ultra-wealthy. In this episode, Richard explains what a Family Office is & shares how he got started in a niche that works with the top 1% of earners in America.


For those that don’t know, a family office in this context refers to a private company that dedicates a staff of professionals exclusively to investment and financial needs of a single family. Essentially, a highly affluent client or family receives an entire team to help manage their financial & investment decisions.


Richard helps $100M+ net worth families to create and manage their single family offices & he currently manages 14 clients including mandates with three billionaire families.


He's the author of the #1 best-selling book in the family office industry, “The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office.” Richard has written 12 books in total.


Richard owns some of the easiest domain names ever with websites like www.familyoffices.com, www.capitalraising.com, & www.privateequity.com. Before you go & seek out your own super easy domains, be aware that Richard dropped top dollar for these domains and he actually shares exactly what he spent on this episode. 


Connect with Richard Wilson:


Website: www.familyoffices.com


LinkedIn: https://www.linkedin.com/in/singlefamilyoffice/


Get Richard Wilson’s Books:


“The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office:” https://amzn.to/2GhYZOZ


“How to Start a Family Office: Blueprints for Setting Up Your Single Family Office.” https://amzn.to/2PbZIFm


Special Listener Offers:


Get 2 FREE AUDIOBOOKS PLUS 2 AUDIBLE ORIGINALS when you start a FREE Trial with Audible. To claim this special offer click this link: https://amzn.to/2GkOlab


If you love learning & keeping up with the latest marketing and business trends, Amazon offers an awesome program called Kindle Unlimited. With this membership, you get access to over 1M Kindle ebooks and thousands of audio books. There are 6, 12, and 24 month membership plans. 


Check out Kindle Unlimited: https://amzn.to/2Pi3TQi


Connect with us on LinkedIn: 


Justin Womack: https://www.linkedin.com/in/justinwomack1/


Andros Sturgeon: https://www.linkedin.com/in/androssturgeon


If you would like to support the show with a donation, please find the link below and submit a contribution.


https://anchor.fm/marketing-geeks/support


Donating $0.99 per month will get a featured shout out on the show. 


Donating $4.99 per month will get the shout out plus access to all webinar recordings. 


Donating $9.99 per month, you get all the recordings PLUS a private group coaching call once a month for one hour with the Marketing Geeks. 


Want to be a guest on Marketing Geeks or suggest someone? Please email us at info@marketinggeekspodcast.com 


Visit our website www.MarketingGeeksPodcast.com



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How to market to the Ultra Wealthy with Family Offices Featuring Richard C. Wilson

How to market to the Ultra Wealthy with Family Offices Featuring Richard C. Wilson

Justin Womack - Marketing SEO