The Trust Formula Family Offices Actually Use

Podcast: Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights · Richard C. Wilson, CEO of Family Office Club

Opublikowano: 2026-09-09

Send us Fan Mail Everybody wants to do business with family offices. Almost nobody understands what actually builds trust with them. This panel goes deeper than the usual advice. One of the moderators opens with a story from Milken - a capital raiser so focused on the opportunity, he forgot to wash his hands. He lost the room before he opened his mouth. From there, four family office principals break down what trust actually looks like from their side of the table. A 45-year veteran of the national family office space explains why relationships and co-investment...