May 20, 2019
Richard Wilson joins us for this podcast to discuss his
insights and updates on the family office market. He also addresses
how the family office applies to the real estate sandbox, and how
real estate syndicators / sponsors can best approach
investors.
The family office is a wealth management solution for those
that are ultra-wealthy. The wealthier you are, the more a 1% or 3%
mistake -- selling assets at the wrong time, tax mistakes,
regulatory fines, paying too much in fees, etc. -- can add up to a
lot of money. You could have paid a full-time team to help prevent
those types of mistakes and reduce chaos and stress as well as to
help you more effectively use your time.