Investing in a Family Office with Richard Wilson – MTI153

Richard C. Wilson is CEO of Family Club Office Association and Chairman of Wilson Holding Company.

Family offices are private wealth management advisory firms that serve ultra-high-net-worth investors. They are different from traditional wealth management shops in that they offer a total outsourced solution to managing the financial and investment side of an affluent individual or family.

High net-worth individuals and families often are presented with opportunities before anyone else.

Today’s episode is sponsored by BUZZ Index

 

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

Today’s guest, Richard C. Wilson:

Richard C. Wilson is Chairman of Wilson Holding Company and CEO of Family Club Office Association.

The Family Office Club is the #1 largest community in the industry with more than 1,500 registered single and multi-family offices.

Website: FamilyOffices.com
Podcast: FamilyOffices.com/podcast
Book: Single Family Office: Creating, Operating & Managing Investments of a Single Family Office

 

Today’s Panelists

Linda P. Jones | Be Wealthy and Smart
Miranda Marquit | Planting Money Seeds
Doug Goldstein | Rich as a King
Joe Saul-Sehy | Stacking Benjamins

For a quick bio of each of our show participants, head on over to our panelists page.

 

Send us your questions for a future Listener Letters episode

 

About our sponsor, BUZZ Index

Ever wonder if there were a way to capitalize on all of that online chatter made by millions of investors on social media? Well, your wait is over, because now advances in Artificial Intelligence and Natural Language Processing technologies are at your fingertips…. even if you personally don’t use social media! The BUZZ Index, licensed to an exchange traded fund and trading under ticker symbol BUZ, provides investors with a portfolio of securities that delivers a basket of large cap U.S. equities exhibiting the highest degree of positive investor sentiment. No surveys. No guessing. BUZ only tracks what’s volunteered – and if you ARE online, you know that a lot of information is volunteered: millions of posts, comments and blogs are analyzed each month!

Here’s how it works:. First, BUZZ targets the most mentioned large cap U.S. stocks across the Social Media landscape. The more active the conversation, the greater the reliability of the BUZZ.

Each of the most-mentioned stocks is then given an insight score based on BUZZ’s proprietary analytics and the 75 stocks with the most Bullish scores are included in the Index. Each month the BUZZ is tracked to capture the latest Big Data driven insights and then the 75 companies with the most Bullish scores are selected, positioning BUZZ to capture the highest return potential.

Invest in the wisdom of crowds. Visit MoneyTreePodcast.com/BUZZ for more information.

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)