Do You Have Access to These 5 Types of Deals?

TL;DR

Discover the top five investments that high net worth clients are currently interested in, including franchise brands, board member seats, operating business investments, cogp real estate deals, and medical and dental practices.

Transcript

hello everyone my name is richard c wilson uh founder of the family office club and i want to share with you the top five things that my clients are investing in right now the fastest uh we have three thousand plus investors in our network we work under contract with over 500 of those but as you can imagine there's a couple of dozen that are the mo... Read More

Key Insights

• ✋ Franchise brands present investment opportunities for high net worth individuals, either as franchisees or by acquiring the parent company.
• ✋ High net worth investors leverage their reputation and expertise to provide strategic guidance and credibility as board members.
• ✋ Profitable operating businesses with a focus on direct-to-consumer or subscription-based models are preferred by high net worth individuals.
• 💨 COGP real estate deals offer a way for sponsors to rapidly scale their investment firms by partnering with equity providers.
• 😷 Medical and dental practices, including clinics, detox centers, and rehab facilities, are attractive investments for high net worth individuals due to their stability and potential for long-term growth.
• 🧡 High net worth clients are looking for investment opportunities in various sectors, ranging from crypto and blockchain to manufacturing and pharma.
• ✋ The Family Office Club provides a platform for high net worth individuals to connect and explore investment opportunities through its annual event and investor portal.

Questions & Answers

Q: What are some examples of franchise brands that high net worth clients are investing in?

One example is a client with over 100 franchise locations who is considering purchasing the parent company. They are also closing on a second chain of 150 locations under a different franchise brand.

Q: Why do high net worth individuals invest as board members?

Investing as board members allows high net worth individuals to provide strategic guidance and credibility to companies. They often invest in areas where they can add value on multiple levels and help businesses grow rapidly.

Q: What kind of operating business investments are high net worth clients interested in?

High net worth clients prefer profitable companies focused on direct-to-consumer or subscription-based models. These investments are typically in companies with seven figures of revenue and half a million or more in profits.

Q: How do COGP real estate deals work?

COGP deals involve a family providing a majority of the equity for real estate investments, usually with special terms or control over the deal. This allows sponsors to scale their portfolios and quickly grow their investment firms.

Q: Why are medical and dental practices attractive to high net worth individuals?

Medical and dental practices offer diversification and stability in investment portfolios. High net worth individuals are interested in single clinics, dental service organizations, medical practices, detox centers, and rehab facilities.

Summary & Key Takeaways

• Franchise Brands: Clients are looking to invest in franchise brands, either as franchisees or by purchasing the parent company to expand their portfolio.

• Board Member Seats: High net worth investors are interested in investing in companies as advisory board members or investors to provide strategic guidance and credibility.

• Operating Business Investments: Investors seek profitable companies focused on direct-to-consumer or subscription-based models, with a preference for those with substantial revenue and profits.

• COGP Real Estate Deals: Sponsors aiming to scale their real estate or private equity portfolios can benefit from co-gp agreements, which provide equity and strategic coaching partnerships.

• Medical and Dental Practices: Investments in medical and dental clinics, detox centers, and rehab facilities have attracted high net worth individuals looking to expand their portfolios.