Episode Details
Back to EpisodesSourcing Exclusive Off-Market Deals & Estate Planning | Family Office Investor Panel Insights
Description
In this Family Office Investor Panel, top investors reveal how they source the most exclusive, off-market, and top 1% investment opportunities — plus the critical role estate planning plays in preserving wealth across generations.
What You’ll Learn:
- How to find and secure exclusive off-market opportunities in real estate, minerals, and energy
- Why direct-to-owner deal sourcing can unlock better pricing and faster closes
- The overlooked opportunities in small-balance commercial real estate lending
- Estate planning strategies that protect and grow wealth for future generations
- Using irrevocable trusts and generation-skipping trusts to minimize tax impact
- The role of relationships in uncovering litigation finance and private credit deals
From mineral rights to litigation finance, and from manufacturing resurgence to generational wealth transfer, this panel delivers actionable strategies for serious investors.
📌 About Family Office Club
We connect investors, founders, and dealmakers through 30+ live events annually. Learn more at https://familyoffices.com/