Asset Allocation Series Episode 67: Richard Wilson/Family Office Club

The Asset Allocation Series dissects various portfolio theories so necessary for a Wealth Renegade’s vision. Listen to experts from various industries in the financial sector lay out their ideal arrangement of the assets on your balance sheet!

Portfolio Theory. Asset Allocation. Investment Strategy.

Terms you hear all the time when speaking to a Financial Advisor. Meet our alternative asset series - and the investors who have their own financial models for efficient use, growth, and consumption of capital.

See the full series and all interviews on YouTube here: https://www.youtube.com/playlist?list=PLAyh9rNBwglvFADUs6byzmPAo3Hxx1vvC  

For more information on real estate investments visit https://YStreetCapital.com  

Connect with Robby Butler: https://calendly.com/robby-butler-ysc/15-phone-call  

Highlights

• Importance of high conviction in state and group selection.
• Necessity of direct oversight in real estate investments.
• Strategic rather than broad diversification.
• Focus on cash-flowing real estate assets.
• Creating wealth through focused areas of business.
• Balancing risk with diversification for ultra-wealthy families.
• Teaching investment strategies at Family Office Club.
• Topics covered: wealth investment, due diligence, and deal structuring.
• Sharing best practices among founders at the club.

Episode Resources

• Connect with Robby Butler
• www.wealthrenegadepodcast.com
• www.prosperityeconomics.org
• [email protected]  

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