Our annual Family Office CIO Summit features several single and multi-family office CIOs and portfolio managers all sharing best practices, investment models, and risk management strategies. In this video, Richard C. Wilson...
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Asset turnover
This is a measurement indicating how well certain assets are being used to produce revenue. It is the ratio of total sales or revenue to average assets, and it is calculated by dividing net sales by total assets. A higher asset...
How to use a Book to Raise Capital
Hello, this is Richard Wilson, CEO of the Family Office Club. I want to record this short educational video from here in Portugal for one of our charter members who asked about, after CapitalCon here, and somebody say that...
200% Percent Rule
The 200% rule states that you are allowed to choose an unlimited amount of replacement properties provided that their cumulative fair market value (FMV) is not more than 200% of the relinquished property's FMV.
Affidavit
This is a voluntary and written statement that is signed and sworn to before a notary public or a person authorized to take an oath.
Asset Management
This has to do with services designed to increase and maintain the market value of an asset so that the owner can benefit from its returns. In real estate, asset management emphasizes on maximizing the property value of the asset...
Adjusted Basis
This refers to how much a property owner will lose or gain once they sell their property. It is calculated by taking the original cost basis of a property, adding any capital expenditures for improvements and related expenses...
adjustment date
This is the date in which a financial change will happen to a certain contract or transaction. Typically, all parties included in the sale will settle on the dates of adjustments. Several real estate deals will have adjustment...
Alignment of Fees
Family Office Expert, Richard C. Wilson, speaks about alignment of fees for Hedge Fund Managers and Investment firms. Learn more at www.familyoffices.com Hello, this is Richard Wilson. I want to record a short video about a...
Asset management fee
Typically calculated on a percentage basis, assessment management fees are charged to investors and are based on the amount they have invested in certain real estate assets and properties for a specific account or fund.
