Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights

Richard C. Wilson, CEO of Family Office Club

The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights. We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing and scale you are in the right place.Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and innovative structures such as performance-fee only and Co-GP investment opportunities. The Family Office Club has over 7,500 registered investors and our online investor community has over 700 recorded investor mandates, with a normal 15 live events hosted a year with 6,500 participants at those live events. To learn more please visit http://FamilyOffices.com or text (305) 333-1155

  1. FEB 7

    Exclusive Billionaire Interview: Pavan Agarwal on AI, Mortgages and Real Estate Investing

    Send us a text "When you are weak, do not bluff. Overselling your position can burn years of trust." In this exclusive Billionaires.com interview, technologist, banker and long term operator Pavan Agarwal shares how he has spent decades at the intersection of artificial intelligence, real estate and financial services. Pavan grew up helping his family build Sun West Mortgage, which started with less than $100,000 and became a multi billion dollar national mortgage lender and servicer. As a first generation immigrant who wrote his first AI program in 1985, he understands both the emotional side of homeownership and the deep technical side of lending. In this conversation with Richard C. Wilson (Billionaires.com and Family Office Club), Pavan talks about: How Sun West survived the 2008 crisis with only $50,000 left and why long term partners stepped in to help Why AI is more like an ocean than a short term wave and why most people are chasing hype instead of fundamentals How AngelAi, a fintech AI companion, works to reduce bias, build trust and simplify life changing financial decisions How an AI patent portfolio received a valuation of more than $100 billion What gets his attention when a founder does not have a big track record yet The biggest mistakes he sees investors and founders make and how to think in cycles instead of headlines If you are interested in AI, real estate, mortgages, wealth building or family office investing, this interview is packed with practical insights and real stories. Subscribe for more billionaire and decamillionaire interviews: Billionaires.com | FamilyOfficeClub.com https://familyoffices.com/

    24 min
  2. FEB 3

    Social Media, Advertising, $1M mistakes | Top Insights & Strategies | Capital Raising Workshop

    Send us a text In this fast-paced, hands-on session, Richard C. Wilson walks capital raisers through the most actionable part of the Capital Raising Workshop: how to execute, implement, and optimize your materials and strategy. Learn how to go from insights to action with: ✅ The "$100 Bill vs. $1 Bill" copywriting lesson that changes your one-pager overnight ✅ Best practices for pitch decks, branding, timelines, investor-facing visuals, and due diligence tools ✅ How to use personal videos and Loom walkthroughs to build trust ✅ Shocking examples of what not to do in investor materials ✅ When to rebrand (even if you're managing $10B+) and how to name your firm properly ✅ How to reduce pitch deck length, increase clarity, and score higher with investor-facing AI tools ✅ The "Shock & Awe" strategy to leave a lasting impression with investors ✅ How to hyper-focus and get into execution mode using pro-athlete mental models Plus: The Investor Implementation Worksheet walk-through Real-world examples of brands, pitch decks, and one-pagers that get results Tools Richard personally uses to structure and scale Family Office Club Whether you’re starting from scratch or already raising capital, this implementation session will give you a clear list of what to fix, improve, or create next. Subscribe for more workshops, AI tools, and billion-dollar capital raising strategies. #CapitalRaising #InvestorRelations #FamilyOfficeClub #PitchDeckTips #RichardWilson #AIforInvestors #DueDiligence #InvestorMarketing https://familyoffices.com/

    53 min
4.2
out of 5
71 Ratings

About

The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights. We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing and scale you are in the right place.Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and innovative structures such as performance-fee only and Co-GP investment opportunities. The Family Office Club has over 7,500 registered investors and our online investor community has over 700 recorded investor mandates, with a normal 15 live events hosted a year with 6,500 participants at those live events. To learn more please visit http://FamilyOffices.com or text (305) 333-1155

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