This is one of the best panels with even some characters on stage here. So I'm going to ask you
guys to introduce yourselves in about 60 seconds in two things. A little bit about what you do,
what your organization does, and also if there's anything that we have people out in the audience
that provide services or pitching deals. If there's anything in particular that you're interested
in, let us know.
Super happy to be here.
We have our family office out of Puerto Rico. We're mainly focused on anything that creates maximum
positive impact. And in terms of returns that we're looking for, usually anything from a minimum
10x to a 40x pretty much day one with minimal risk. But anything that's going to be extremely
impactful globally. And within our family office, we have a global law firm,
a global consultancy and a global tax mitigation firm. We also do global economic development in
particularly in Africa and Eastern Europe. And then we also work with companies from initiation
from inception all the way through their exit events. So the idea is we we nurture great talent,
great businesses. from the very beginning to the very end of their life cycle in terms of
transitioning through a liquidity event. So we really work hard to nurture those relationships.
Morning, everyone. And in Palm Beach. So this company arose out of my family's 50-year,
technically 49-year, single-family office founded by my father.
I'm Gen 2. And it has expanded to... become a platform for other single family offices basically
organically grew this way and i provide a range of services i don't consider us to be an mfo
because again it's it's larger families and on a highly bespoke basis and i'm not a broker dealer
But we have a full service accounting firm. We have partnerships with attorneys. I do a lot of
investment deal sourcing, but I can also set up a family office from soup to nuts from the
beginning onward. either continue to operate it for you on an outsourced basis or turn it over to
turnkey we also do cleanup next generation wealth transfer i'm a professor at palm beach atlantic
university and i have a very extensive curriculum for next gen inheritors trustees and executive
education that's also wrapped in there so my only criteria is that i will not work with toxic
people so i don't think any of you in the room are toxic but uh that's that i just won't do that
second generation italian american uh my dad was behind a company telzon uh sold it for about a
billion seven we controlled eighty percent of the barcode reading market he didn't believe in trust
funds and kids so he married one of the nannies and told me how to pay my own way i ended up
becoming a top 50 basketball player in the country and then i ended up building something bigger
than he did you know and um fast forward we're 80 real estate we're like special situations we've
done about 2.4 billion of private equity 80 by 70 percent coming from other large families and the
rest institutions we've done some large deals you might know of like nashville yards it was the
biggest deal in tennessee history with the owner of the sons 3.4 billion dollar deal we're
currently the largest player through an affiliate and manufactured housing in a affordable housing
development we have 6 800 lots throughout houston and dallas it's a couple billion dollar portfolio
leased we think affordable housing is a serious crisis in the country And we're also just doing
recaps on apartments. Anything distressed or undervalued you have in private equity,
we'll look at any restructurings. And we're very entrepreneurial in this cycle.
I promised you a character. Dan was the guy I was thinking of. Okay, go ahead. We're not robots
yet, so don't be scared to bring out your human side or you'll just be like everyone else and then
you'll be in slavery soon. Second generation single family office out of Dallas but we operate
globally from here to the Philippines to the UK to Hong Kong and everywhere in between and pretty
much on the entire gamut of what we could we're very involved in real estate in private credit
heavily involved in consumer goods because that's actually where the wealth originally came from to
begin with and we also build shared infrastructure for other family offices that we work with
things like right now we're working on things like a funded in in-house fund administration
platform, in-house general ledger application and other things that solve for issues in the market
that
just current software doesn't properly solve for and you know what with the barrier to entry to for
so much kind of development kind of and creative work just entirely blowing up because of the rise
of generative AI we intend to be on the frontier of that making sure that we are you know one of
the family offices that's best positioned to help build the new version of what a family office is
with these tools and also help other family offices um you know join us on that journey hi my name
is mark schneider after being a software entrepreneur for some 25 years doing a bunch of roll-ups
uh i exited that and became an active early stage investor angel investor i'm with a group of about
150 fellow new york angels i was chair of that group up until a couple years ago uh angel investing
is a uh if if a prospective deal cannot generate 30x i yawn uh now that doesn't mean i'm not happy
to take one when the company's about to die but that's not what we're in it for uh along the lines
i've seen uh i've passed on 800x returns, but I have invested in 150,
160x returns. Our strength as a group is that most of us are entrepreneurs.
We have expertise in just about every area except biopharma, meaning new drug discovery.
So we tend to look at all of those. Companies must be high growth. But we expect that most of them
will fail as investments, which is why we're looking for such high returns. And those returns
actually happen. Hi, I'm Richard C. Wilson. Our community has closed over $1 billion of
transactions. We have over 16 million registered members across 100 plus LinkedIn groups.
And I own billionaires.com and run Family Office Club. Over 19 years, we've hosted 300 live
events. I've built 50 of our own AI tools. And between the billionaires I've interviewed...
distant to millionaires who have spoken on stage and over a thousand decamillionaires who have
presented, we've found there's three things that really can build your wealth. Proximity,
superintelligence, and scale. That's exactly what we provide at Family Office Club. We host 30
events a year, including five large summits for wealthy founders and investors, dozens of workshops
and masterminds, including 12 artificial intelligence, laptops out, implementation workshops.
So you leave with AI implemented. To learn more, please go to familyoffices.com and I look forward
to personally meeting you. at our next live event.