Do Not Say These Things If You Work With the Ultra-Wealthy or Family Offices

Send us Fan Mail If you're new to the world of investor clubs and family offices, this advice will be particularly helpful! Welcome back! Richard Wilson here, from stunning Indonesia after our recent Single Family Office Summit in NYC. Today, I’m addressing a critical topic for anyone involved in family offices and investment strategies: the key phrases you should never say to an investor. When networking with ultra-wealthy investors and connected investors, certain common statements can ba...