Showing results by narrator "Jeffrey Machado"

The Single Family Office is the first book to focus on providing transparent case studies, best practices, mistakes to avoid, and models to follow if you are looking to run a single family office or have one started for your family or client. Our hope is that this audiobook will become a central resource and guide for families around the world and for generations to come. In short, we are offering a $1,000 single family office training program in the form of an easy to consume audio recording.

Capital Raising will help those looking to consistently raise capital over time from investors without having to cold call them or slowly network through existing connections. This book provides a five-step system to attract investors to your offering over time, so they are wanting to get their foot in the door at your office instead of having to cold call potential investors endlessly with no response.

How to Start a Family Office discusses the importance of having a family office in place, the top questions you should ask your own family or be asked when setting one up, and how the family office industry is changing. This is a concise audiobook on the topic. The actual actions required depend on your family office needs and the new reality you want to live in, but the process, steps, and goals are often similar to other families in similar situation to yours. 

This audiobook is designed to be helpful to anyone who wants to formalize their direct investments, improve their deal flow, or have a virtual or single-family office which typically starts at $15M-$30M in net worth, but if you are a centimillionaire ($100M+), this is the only audiobook ever created to really focus squarely on your needs. All of my clients are first- or second-generation families, most are entrepreneurial, and all have some desire to improve their direct investments into operating businesses and real estate assets.