The Family Office Company BSC (c)

I'll share what I've learned along the way with investments, mistakes, and the lessons to help you build wealth in areas of life that actually matter to you without sacrificing your joy.

If you want to go in deeper in any of it, you can find me on LinkedIn or you can subscribe to the newsletter where I talk about the Fractional Family Office framework and how it can be beneficial for you as an entrepreneur to go from moneymaker to money manager.

Now, without further ado, let's dive in.

We can at least, yeah, play the game.

Ultimately, he advises funds on offshore fund formation, and he managed hedge funds.

And kind of in his own early career raising capital for hedge funds, one of the products he spun off was Family Office List.

And it was this great high revenue...

Yeah,

Yeah.

It was founded in 2001, believe it or not.

So, like, before anyone really knew what a family office was, he was advising these early fund managers, like, basically who were going through his journey.

They were... costing friends and family.

It could be the advisor.

It could be an attorney, but they don't understand the, the infrastructure and what's really needed in a family office because they're They haven't been doing that.

Welcome to CREPN Radio for influential commercial real estate professionals who work with investors, buyers, and sellers of commercial real estate coast to coast.

Whether you're an investor, broker, lender, property manager, attorney, or accountant, we are here to learn from the experts.

They provide you with multiple insurance coverage offers and a side-by-side coverage comparison.

To learn more, go to buildinginsurancerisk.com. Today, my guest is DJ Van Keuren.

DJ is the co-managing member of Evergreen Property Partners, a real estate investment firm focused on family office capital and alternative real estate strategies.

He's also the executive director of the Family Office Real Estate Institute.

This conversation, you're going to learn how real family offices think, which of the five would fund you, and why 70% of the demand either looks for co-invest or or a GP sticks, how they really judge your fees and what your data room silently tells them about your competence.

If you've ever walked out of a meeting thinking that went great and then heard nothing back, this will show you exactly what went wrong and how to become one of the five to seven sponsors a real family office keeps funding for years.

All this and more coming right now.

Here we go.

Ryan, it's great to be here.

Yeah, it's great to have you, brother.

So today we're going to talk about family offices.

You have done amazing work with family offices, the largest family office real estate report in the world.

At Fox, our vision and purpose is to unlock the vast potential of family capital, and we do that by providing enterprise family members and family office professionals the knowledge, connections, and resources that enable families to thrive across generations.

To learn more about Fox and the wide variety of educational programs, networking opportunities, and practical resources we provide, please visit www.familyoffice.com.

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We look forward to having you tune in to future episodes of Foxcast.

including how to manage one of the largest accumulations of wealth in history.

And he started something called the Family Office or Family Wealth Office.

The idea behind it was to have a team of dedicated experts to help both him and his heirs manage all of the nuances, the intricacies, the responsibilities, and problems that come from large amounts of wealth.

He probably didn't need that when he was young and growing his companies, but eventually he did.

[laughs]

Um, and what I do, I founded a family office style fiduciary financial planning firm called YDF Wealth, YDF being an acronym for Your Dedicated Fiduciary, and I'm sure we'll cover all about that.

And I'm coming at you live currently from Prosper, Texas, which is about an hour north of downtown Dallas, and I split my time between Dallas and San Diego.

Hm.

Uh, yes.

So I, there's a bunny trail that I could do- go down right now, but I don't want to, so we're gonna stay on track here.

You are a wealth manager, family office style.

You do financial planning.

I'll share what I've learned along the way with investments, mistakes, and the lessons to help you build wealth in areas of life that actually matter to you without sacrificing your joy.

If you want to go in deeper in any of it, you can find me on LinkedIn or you can subscribe to the newsletter where I talk about the Fractional Family Office framework and how it can be beneficial for you as an entrepreneur to go from moneymaker to money manager.

Now, without further ado, let's dive in.

A huge thing that I've seen either being in corporate environments or even working with business owners at either seven, eight, nine figure sort of levels, even those going IPO, right? You really look at their technology department and within their technology department, they are spread across too many, maybe different services, technologies, individuals, one person's controlling everything, all these different issues really.

You know, it's just that we don't talk about it, but let's talk about it.

Right.

You're a you're a mid market or a small company, family office or any number of those entities.

Yeah.