How Family Offices Can Secure Strategic Choke Points

Richard C. Wilson speaks and trains at an offshore trust and estate planning event, using examples from his businesses and other industries.

Richard C. Wilson explains how to identify a constraint in an industry and secure control or access that can change a business's position. He covers ways to find the pressure points, what it can mean to own or control one, and how the approach can fit a family office or its business holdings.

In this video: Richard C. Wilson (Speaker and trainer)

What they said

1. Motel broker deal access. For a motel conversion group, Richard describes considering three routes to deal access: buying a motel brokerage, investing in one, or paying extra for half a day's notice about a property. He presents these as possible approaches, not as completed transactions. (at 2:56)
2. Nonprofit investor connections. Richard suggests volunteering at a local nonprofit where potential investors gather. He frames that as a way to meet people who could fit a business seeking capital. (at 3:25)
3. Richard on speaking at the event. Richard says speaking at an event can become a lasting position if the speaker does a good job and keeps interest in the role. He notes that some speakers had returned repeatedly to speak to the same audience. (at 3:52)
4. Farmland surveys for mineral rights. Richard recounts an investor who bought an airplane and survey equipment, then offered farmers land surveys for ten thousand dollars and five percent of any mineral value found. Richard says the investor could survey over 100 properties this way. (at 4:48)

In their words

"I wrote the only book on how to start a family office"

"sometimes you buy it once and then you have it forever"

Why it matters if you are building or preserving great wealth

The mineral survey example puts the value in repeatable access. One setup let the investor make the same offer across many farms, instead of tying capital to one parcel.