42. Estate Planning, Raising Capital From Family Offices, and More with Richard C. Wilson




The Real Estate CPA Podcast show

Summary: The Real Estate CPA podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax dvice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Always consult your own tax, legal, and accounting advisors before engaging in any transaction. -- In this episode, we're with Family Office Expert Richard C. Wilson to discuss estate planning, raising capital from family offices, accounting and tax challenges of high net worth families, and more! Richard C. Wilson helps high net worth families create and manage their single family office. He is the author of the #1 bestselling family office book “The Single Family Office: Creating, Operating, and Managing Investments of a Single Family Office”, and “Capital Raising: The 5-Step System for Raising Capital from Private Investors”. Learn more about Richard: https://familyoffices.com/richard-wilson/ To sign up for our Virtual Workshops visit: www.therealestatecpa.com/virtual-workshop/ Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Like us on Facebook www.facebook.com/realestatecpa/