52 episodes

A podcast for accredited investors with leading interviews of the most successful business people and entrepreneurs in the world. The who's who and impact makers who strive to help others while achieving what most thought would be impossible. Learn and hear leading insights about investing, creating, building, and all things business including real estate, sales, marketing, tech, crypto, blockchain, business acquisitions, and emerging trends. Let's change the world for the better.

Accredited Investor Podcast Jonathan Tuttle

    • Business
    • 5.0 • 34 Ratings

A podcast for accredited investors with leading interviews of the most successful business people and entrepreneurs in the world. The who's who and impact makers who strive to help others while achieving what most thought would be impossible. Learn and hear leading insights about investing, creating, building, and all things business including real estate, sales, marketing, tech, crypto, blockchain, business acquisitions, and emerging trends. Let's change the world for the better.

    The Art of Wealth Preservation in High-Net-Worth Families

    The Art of Wealth Preservation in High-Net-Worth Families

    Unlock the secrets to shaping a powerful family legacy with Richard C. Wilson as we delve into the world of family offices on the Accredited Investor Podcast. Over his decade-long journey of crafting over 200 family offices, amassing insights that are equivalent to an intensive masterclass just for you. This episode isn't just another chat; it's high level strategies for connecting high-net-worth individuals with savvy investment partners, managing generational wealth with finesse, and personalizing investment to mirror your family's ethos and ambitions.

    Feel the exclusivity as we reveal the inner circle of his Family Office investor club, offering you personal introductions that could transform your family's financial future. Whether you're a part of a longstanding wealth dynasty or a pioneering entrepreneur, the knowledge shared here is tailored to guide you in fortifying your Family Office. You'll get a front-row seat to understanding how we harness a multimillion-dollar network to present you with investment opportunities that align flawlessly with your specific needs, ensuring that even the busiest investor can stay connected. Join us for a conversation that could redefine the way you approach your family's investments and legacy.

    This is episode #14 of 14 in the creating a Family Office mini series. Download the entire mini-series today!

    To learn more about Jonathan's recession resilient mobile home park real estate Fund, as our next Fund raise is $50 million and only for accredited investors: https://www.midwestparkcapital.com/

    To learn more about Jonathan's highest level business growth consulting and fractional CMO services. And upcoming group zoom entrepreneur masterminds:
    https://www.revenueascend.com/consulting/

    The Family Office Club was founded in 2007 and has now become the world's largest association in the industry with over 4,000 registered ultra-wealthy investors-Richard C. Wilson is the partner of the Accredited Investor Podcast:
     https://familyoffices.com/

    Sign up to get on the list for the World's Most Exclusive Social Networking App: https://www.prestigesocialapp.com/

    Our new Kava beverage, it's buzzy not boozy:
    https://www.drinkwowipop.com/

    To those looking to potential exit or sell their business or talk about potential business roll up partnerships:
    https://www.businesscashout.com/

    Join one of the fastest growing real estate groups on Facebook, which is our 24,300 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414

    To learn more about mobile home investing, acquiring your first mobile home park:  https://www.mobilehomewealthacademy.com  

    https://linktr.ee/jonathantuttle

    Accredited Investor Podcast- sign up to the email list and get notified of new episodes, bonus content, and potential deal opportunities: https://www.accreditedinvestorpodcast.com/

    #capitalraising #privateequity #entreprenuer #venturecapital #sovereignwealthfund #capital #businessgrowth #startup #realestate #100million #entreprenuership #accreditedinvestors #capitalraising #FamilyOffice #BusinessOwner #Podcast #JonathanTuttle #RichardCWilson #FamilyOfficeClub #UHNW

    • 6 min
    An Insider's Look at Family Offices: Wealth Management, Legacy Planning, and Investment Strategies

    An Insider's Look at Family Offices: Wealth Management, Legacy Planning, and Investment Strategies

    Embark on an enlightening voyage into the realm of family offices. In this mini series, we guide through the opulent corridors of wealth management and legacy planning. In this riveting installment of the Accredited Investor Podcast, we unravel the often-veiled intricacies behind the curtain of family wealth, showcasing the grand dance of intergenerational wealth transfer, the meticulous crafting of family values, and investment strategies that spell triumph or disaster for the dynasties of the affluent.

    Delve into the artistry of portfolio diversification, the adrenaline of liquidity events, and the strategic finesse of direct investments. Whether you bear the mantle of an experienced investor or are at the fledgling stage of wealth's ascent, this episode promises a trove of insights into nurturing flourishing client relationships no matter the magnitude of their holdings.

    This is episode #13 of 14 in the creating a Family Office mini series. Download the entire mini-series today!

    To learn more about Jonathan's recession resilient mobile home park real estate Fund, as our next Fund raise is $50 million and only for accredited investors: https://www.midwestparkcapital.com/

    To learn more about Jonathan's highest level business growth consulting and fractional CMO services. And upcoming group zoom entrepreneur masterminds:
    https://www.revenueascend.com/consulting/

    The Family Office Club was founded in 2007 and has now become the world's largest association in the industry with over 4,000 registered ultra-wealthy investors-Richard C. Wilson is the partner of the Accredited Investor Podcast:
     https://familyoffices.com/

    Sign up to get on the list for the World's Most Exclusive Social Networking App: https://www.prestigesocialapp.com/

    Our new Kava beverage, it's buzzy not boozy:
    https://www.drinkwowipop.com/

    To those looking to potential exit or sell their business or talk about potential business roll up partnerships:
    https://www.businesscashout.com/

    Join one of the fastest growing real estate groups on Facebook, which is our 24,300 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414

    To learn more about mobile home investing, acquiring your first mobile home park:  https://www.mobilehomewealthacademy.com  

    https://linktr.ee/jonathantuttle

    Accredited Investor Podcast- sign up to the email list and get notified of new episodes, bonus content, and potential deal opportunities: https://www.accreditedinvestorpodcast.com/

    #capitalraising #privateequity #entreprenuer #venturecapital #sovereignwealthfund #capital #businessgrowth #startup #realestate #100million #entreprenuership #accreditedinvestors #capitalraising #FamilyOffice #BusinessOwner #Podcast #JonathanTuttle #RichardCWilson #FamilyOfficeClub #UHNW

    • 9 min
    Crafting the Future: Educating Heirs for Financial Savvy and Entrepreneurial Success

    Crafting the Future: Educating Heirs for Financial Savvy and Entrepreneurial Success

    Embark on a transformative journey with us as we uncover the keys to fostering financial acumen and entrepreneurial spirit in the heirs of family wealth. Richard C. Wilson of the Family Office Club, shares his intimate stories from his own life, such as his daughters' foray into running a lemonade stand, demonstrating the crucial blend of ingenuity and effort. This episode isn't just about safeguarding assets; it's a masterclass in sculpting character and solidifying a family ethos that stands the test of time.

    Tune in as we lay out our blueprint for instilling responsibility in our children, limiting access to wealth while supporting their education, health, and first steps into homeownership. We delve into strategies for integrating the younger generation into the business fold, whether through property management or guiding them to steer their own ventures. It's all here – the candid tales, the principles that guide our business interactions, and the wisdom to help you cultivate a lineage of industrious, value-driven leaders. Join us for insights that promise to equip you with the tools for next-generation planning that transcends mere wealth preservation.

    This is episode #12 of 14 in the creating a Family Office mini series. Download the entire mini-series today!

    To learn more about Jonathan's recession resilient mobile home park real estate Fund, as our next Fund raise is $50 million and only for accredited investors: https://www.midwestparkcapital.com/

    To learn more about Jonathan's highest level business growth consulting and fractional CMO services. And upcoming group zoom entrepreneur masterminds:
    https://www.revenueascend.com/consulting/

    The Family Office Club was founded in 2007 and has now become the world's largest association in the industry with over 4,000 registered ultra-wealthy investors-Richard C. Wilson is the partner of the Accredited Investor Podcast:
     https://familyoffices.com/

    Sign up to get on the list for the World's Most Exclusive Social Networking App: https://www.prestigesocialapp.com/

    Our new Kava beverage, it's buzzy not boozy:
    https://www.drinkwowipop.com/

    To those looking to potential exit or sell their business or talk about potential business roll up partnerships:
    https://www.businesscashout.com/

    Join one of the fastest growing real estate groups on Facebook, which is our 24,300 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414

    To learn more about mobile home investing, acquiring your first mobile home park:  https://www.mobilehomewealthacademy.com  

    https://linktr.ee/jonathantuttle

    Accredited Investor Podcast- sign up to the email list and get notified of new episodes, bonus content, and potential deal opportunities: https://www.accreditedinvestorpodcast.com/

    #capitalraising #privateequity #entreprenuer #venturecapital #sovereignwealthfund #capital #businessgrowth #startup #realestate #100million #entreprenuership #accreditedinvestors #capitalraising #FamilyOffice #BusinessOwner #Podcast #JonathanTuttle #RichardCWilson #FamilyOfficeClub #UHNW

    • 11 min
    A Blueprint for Vitality and Digital Security in the Age of Cryptocurrency

    A Blueprint for Vitality and Digital Security in the Age of Cryptocurrency

    Unlock the secrets to a lasting legacy not just in wealth, but in wellness, with Richard Wilson, a sage in the realm of health investments. He brings to light the often-neglected 'if I die document,' a crucial complement to traditional estate planning that ensures your digital and financial footprint remains secure, even in your absence. Richard guides us through creating this vital checklist which includes details like the security codes to your crypto accounts and how to access your children's 529 plans, ensuring nothing is left to chance.

    Richard Wilson doesn't just stop at estate planning; he passionately advocates a paradigm shift from wealth accumulation to health investment. Discover how to reprioritize your spending, emphasizing the nourishment of your body over the maintenance of your possessions. With Richard's compelling insights, learn how to choose nutrient-rich foods without fretting over the price tag and create an environment that fosters health and vitality. This episode is more than an eye-opener—it's a blueprint for a life brimming with energy, longevity, and true wealth.

    This is episode #11 of 14 in the creating a Family Office mini series. Download the entire mini-series today!

    To learn more about Jonathan's recession resilient mobile home park real estate Fund, as our next Fund raise is $50 million and only for accredited investors: https://www.midwestparkcapital.com/

    To learn more about Jonathan's highest level business growth consulting and fractional CMO services. And upcoming group zoom entrepreneur masterminds:
    https://www.revenueascend.com/consulting/

    The Family Office Club was founded in 2007 and has now become the world's largest association in the industry with over 4,000 registered ultra-wealthy investors-Richard C. Wilson is the partner of the Accredited Investor Podcast:
     https://familyoffices.com/

    Sign up to get on the list for the World's Most Exclusive Social Networking App: https://www.prestigesocialapp.com/

    Our new Kava beverage, it's buzzy not boozy:
    https://www.drinkwowipop.com/

    To those looking to potential exit or sell their business or talk about potential business roll up partnerships:
    https://www.businesscashout.com/

    Join one of the fastest growing real estate groups on Facebook, which is our 24,200 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414

    To learn more about mobile home investing, acquiring your first mobile home park:  https://www.mobilehomewealthacademy.com  

    https://linktr.ee/jonathantuttle

    Accredited Investor Podcast- sign up to the email list and get notified of new episodes, bonus content, and potential deal opportunities: https://www.accreditedinvestorpodcast.com/

    #capitalraising #privateequity #entreprenuer #venturecapital #sovereignwealthfund #capital #businessgrowth #startup #realestate #100million #entreprenuership #accreditedinvestors #capitalraising #FamilyOffice #BusinessOwner #Podcast #JonathanTuttle #RichardCWilson #FamilyOfficeClub #UHNW

    • 12 min
    Mastering the High Stakes of Super Luxury Real Estate

    Mastering the High Stakes of Super Luxury Real Estate

    Prepare to uncover the secrets of navigating the tumultuous seas of super luxury real estate and family office investments with esteemed industry expert Richard Wilson. Our captivating discussion peels back the layers of a world few ever glimpse, revealing the million-dollar blunders that could jeopardize the fortunes of even the most sophisticated investors. Richard, fresh from his workshop with ultra-affluent families, imparts essential wisdom on preventing these costly errors, sharing tales of clients who've spun their homes for better vistas or sunk cash into volatile startups—mistakes that come with hefty price tags.

    As your host, Jonathan Tuttle, I'm thrilled to guide you through an episode that goes beyond the glitz of high-end property deals, highlighting the sheer importance of strategic planning and the pitfalls of hasty decisions. Richard's insights illuminate the value of a structured family office and the significance of judicious investment choices. For anyone looking to safeguard and enhance their wealth, this episode is an unmissable roadmap to financial prudence in a world where a misstep can mean millions down the drain. Join us for an enlightening journey into the intricacies of wealth management that could very well redefine your approach to preserving and growing your legacy.

    This is episode #10 of 14 in the creating a Family Office mini series. Download the entire mini-series today!

    To learn more about Jonathan's recession resilient mobile home park real estate Fund, as our next Fund raise is $50 million and only for accredited investors: https://www.midwestparkcapital.com/

    To learn more about Jonathan's highest level business growth consulting and fractional CMO services. And upcoming group zoom entrepreneur masterminds:
    https://www.revenueascend.com/consulting/

    The Family Office Club was founded in 2007 and has now become the world's largest association in the industry with over 4,000 registered ultra-wealthy investors-Richard C. Wilson is the partner of the Accredited Investor Podcast:
     https://familyoffices.com/

    Sign up to get on the list for the World's Most Exclusive Social Networking App: https://www.prestigesocialapp.com/

    Our new Kava beverage, it's buzzy not boozy:
    https://www.drinkwowipop.com/

    To those looking to potential exit or sell their business or talk about potential business roll up partnerships:
    https://www.businesscashout.com/

    Join one of the fastest growing real estate groups on Facebook, which is our 24,200 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414

    To learn more about mobile home investing, acquiring your first mobile home park:  https://www.mobilehomewealthacademy.com  

    https://linktr.ee/jonathantuttle

    Accredited Investor Podcast- sign up to the email list and get notified of new episodes, bonus content, and potential deal opportunities: https://www.accreditedinvestorpodcast.com/

    #capitalraising #privateequity #entreprenuer #venturecapital #sovereignwealthfund #capital #businessgrowth #startup #realestate #100million #entreprenuership #accreditedinvestors #capitalraising #FamilyOffice #BusinessOwner #Podcast #JonathanTuttle #RichardCWilson #FamilyOfficeClub #UHNW

    • 6 min
    The Art of Sophisticated Investing within Family Offices

    The Art of Sophisticated Investing within Family Offices

    Unlock the potential of your family office with our latest podcast episode, where we delve into the transformative power of investment structure strategies. Join us on a journey through the world of strategic investing, as we share the secrets to becoming an invaluable player in the market. From unveiling cutting-edge techniques to enhance deal flow and valuations, to fostering portfolio growth that magnetically draws new opportunities, this episode is your personal masterclass in financial acumen.

    Our in-depth conversation traverses the landscape of family office investments, revealing how tailoring your strategy to your unique strengths can position you as a preferred partner in the industry. We'll uncover the inventive structures that have led to doubled returns in medical practices, and the investor-friendly fee models that are revolutionizing short-term rental property funds. Plus, we set the stage for ongoing success by discussing the vital role of investor feedback in refining your approach. And don't miss our teaser for the next module, where we’ll explore the critical lessons from costly family office blunders, offering you a treasure trove of wisdom to safeguard your wealth.

    This is episode #9 of 14 in the creating a Family Office mini series. Download the entire mini-series today!

    To learn more about Jonathan's recession resilient mobile home park real estate Fund, as our next Fund raise is $50 million and only for accredited investors: https://www.midwestparkcapital.com/

    To learn more about Jonathan's highest level business growth consulting and fractional CMO services. And upcoming group zoom entrepreneur masterminds:
    https://www.revenueascend.com/consulting/

    The Family Office Club was founded in 2007 and has now become the world's largest association in the industry with over 4,000 registered ultra-wealthy investors-Richard C. Wilson is the partner of the Accredited Investor Podcast:
     https://familyoffices.com/

    Sign up to get on the list for the World's Most Exclusive Social Networking App: https://www.prestigesocialapp.com/

    Our new Kava beverage, it's buzzy not boozy:
    https://www.drinkwowipop.com/

    To those looking to potential exit or sell their business or talk about potential business roll up partnerships:
    https://www.businesscashout.com/

    Join one of the fastest growing real estate groups on Facebook, which is our 24,200 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414

    To learn more about mobile home investing, acquiring your first mobile home park:  https://www.mobilehomewealthacademy.com  

    https://linktr.ee/jonathantuttle

    Accredited Investor Podcast- sign up to the email list and get notified of new episodes, bonus content, and potential deal opportunities: https://www.accreditedinvestorpodcast.com/

    #capitalraising #privateequity #entreprenuer #venturecapital #sovereignwealthfund #capital #businessgrowth #startup #realestate #100million #entreprenuership #accreditedinvestors #capitalraising #FamilyOffice #BusinessOwner #Podcast #JonathanTuttle #RichardCWilson #FamilyOfficeClub #UHNW

    • 13 min

Customer Reviews

5.0 out of 5
34 Ratings

34 Ratings

xxoowwidnfn ,

So much great content!

Wow! I walked away with so much info. Really great content-every guest provides so much value and insight in their respected fields. Definitely worth following.

CBR1000$ ,

Great podcast

This podcast has great information & topics for business/real estate.

Aaron Chacha ,

Fruitful Insight!

Wow. One of the best podcasts I’ve ever listened to. Seriously a must have and highly recommend listening to this podcast!

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