Ultra-Wealthy Investor Q&A Webinar

TL;DR

Richard C. Wilson, founder of the Family Office Club, answers questions about family offices, structuring deals, investor relations, and setting up a family office.

Transcript

all right my name is Richard C Wilson I'm the founder of the family office Club I got started in 2007 we've now grown into a 16 person team and today's webinar is going to be on Q & A for ultra wealthy investing and investments we're talking about family offices questions you have about structuring deals we're and talk about what investors are look... Read More

Key Insights

• 🧑‍💼 Ultra-wealthy single family offices have a preference for direct investments, but some also invest in funds.
• 👻 The Family Office Club has adapted to the lockdown by recording investor mandates and hosting webinars and discussion panels.
• 🙂 Real estate deals that don't adjust valuations in light of the current situation may face challenges in attracting investors.
• ❓ Investors are cautious about the recovery and are diversifying their investments accordingly.
• 👮 Co-investments among family offices often occur through investor clubs and associations.
• 🤨 Startups with proven technology and experienced executives may attract investor interest, but raising capital remains challenging.

Questions & Answers

Q: What are high net worth individuals looking at in terms of alternative investments?

Wilson states that most investors focus on private equity and direct investments, but some also consider public equities.

Q: How are family office models different based on their net worth?

Wilson explains that virtual family offices are suitable for those with a lean solution, while full-fledged single family offices are more practical for those with higher net worth. Multi-family offices serve multiple families.

Q: How should renewable energy or impact investments be pitched to potential investors?

Wilson recommends building relationships with those who already know and understand the industry and partnering with companies that can strategically benefit from the investment.

Q: Is it realistic to raise 100% equity on a commercial real estate development project?

Wilson advises considering co-investment with a partner who can help raise the remaining capital, especially for first-time developers who may face challenges in securing full funding.

Q: Is there an appetite among investors for media tech or content tech companies?

Wilson suggests that companies with subscription or recurring revenue models are more appealing to investors. However, the current economic climate may affect investor interest.

Summary & Key Takeaways

• Wilson discusses the preference of ultra-wealthy single family offices for direct investments versus funds. He suggests having both options available.

• Wilson explains how the Family Office Club has adapted during the lockdown by recording investor mandates and hosting webinars and discussions panels.

• Wilson shares his personal activities during the quarantine, such as conducting thought leadership sessions and exploring new investment opportunities.