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

Richard C. Wilson, CEO of Family Office Club
  • 4.2 (71)
  • INVESTING
  • UPDATED DAILY

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. 10H AGO

    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

  2. 3D AGO

    Inside the Mind of a Family Office: 100+ Strategies from 18 Years & 300 Investor Events

    Send us a text In this powerhouse keynote, Richard C. Wilson, founder of the Family Office Club, shares the most valuable insights gained from 18 years of building the #1 investor club in the world ,with over 300 events, 17.9 million social media members, and deep relationships with billion-dollar families, centimillionaires, and super founders. Whether you're a founder, capital raiser, fund manager, family office, or investor — this is the mental model masterclass you didn’t know you needed. Inside this talk: 🔑 The Family Office Physics of wealth creation, deal flow, and long-term capital partnerships 💡 50+ capital raising strategies, mental models, negotiation frameworks, and mindset upgrades 📈 How to build trust and clarity in your positioning to attract top-tier investors 🧠 The one mental habit Richard uses every morning (and teaches his members) to compound clarity and velocity 🛠 Tools, frameworks, and real-world case studies from those who’ve raised billions This is more than an investor club pitch — it's a full-scale blueprint for thinking, acting, and scaling like the ultra-wealthy. Learn more: https://familyoffices.com https://familyoffices.com/

    1h 9m

  3. 5D AGO

    40 Ready to Use Artificial Intelligence Tools, Richard C. Wilson, Founder of The Family Office Club

    Send us a text In this closing session of Day 1 of the 12th Annual Family Office Super Summit, Richard C. Wilson shares key takeaways from a packed day of investor panels, founder insights, and AI strategy tools that are changing the game for capital raisers and allocators. Richard covers: 40+ Ready-to-Use AI Tools for Investors & FoundersWhy timing technology trends like AI, quantum, and robotics mattersReal-world use cases of how family offices are leveraging these toolsHow tools like Clara, Dewey, VETI, and Hyperintelligent save time, reduce risk, and help close more dealsBuilding investor trust through pitch architecture, deep due diligence, and verified dataHow to get the most ROI from live events and the Family Office Club communityWhat’s coming on Day 2: More investor panels, founder firechats, and advanced strategiesThis is built on 1,500+ investor presentations, decades of data, and $1B+ in real transactions. If you're a founder, fund manager, or private investor, this session will give you the clarity, tools, and frameworks to level up immediately. 👉 Subscribe for more insights from the Family Office Club 👉 Visit https://FamilyOffices.com to register for future events 👉 Follow Richard’s newsletter on LinkedIn here: https://www.linkedin.com/newsletters/7144302057456300032 https://familyoffices.com/

    21 min

  4. JAN 27

    Ep 5 – Seven Pillars of Passive Income & Avoiding Late-Cycle Traps

    Send us a text Final episode of Inside the Family Office: Live Investor Panel Real family office practitioners and allocators share how they structure deals, protect families, and think about wealth:  Investor Brian closes the panel with stories and principles from decades of real estate and business building – starting with an 8x return on a 4-H piglet as a kid. He breaks down how he bought distressed Phoenix property at a fraction of replacement cost, why you must “run into the burning building” when everyone else is fleeing, and how to avoid piling into yesterday’s winners at today’s low cap rates. Brian outlines his goal of seven super-pillars of passive income across real estate, private equity, syndicated deals, and options, and shares his non-negotiables for alignment: deep-pocketed partners, operators who only win after investors win, and real skin in the game. The panel ends with a strong reminder to respect other people’s capital and only raise money if you’re prepared to protect it. 🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers. 🔗 Learn more at FamilyOffices.com https://familyoffices.com/

    8 min

  5. JAN 24

    Ep 4 – Student Housing & Philanthropy: Building Durable Income Streams

    Send us a text Episode 4 of Inside the Family Office: Live Investor Panel Real family office practitioners and allocators share how they structure deals, protect families, and think about wealth:  Family office principal Mark Weinstein shares how he combines a $1.5B real estate portfolio with a deep commitment to philanthropy, including dedicating 25% of his estate to charitable causes. He explains why his operating companies focus on multifamily and student housing, what he learned owning thousands of beds across major universities, and how the asset class behaved through COVID. Mark details his new value-add student housing fund, diversification across campuses, and how he thinks about 1031s, depreciation, and long-term holds. Dr. Cook adds context from her vantage point as both professor and investor in student housing communities. 🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers. 🔗 Learn more at FamilyOffices.com https://familyoffices.com/

    6 min

  6. JAN 22

    Ep 3 – Tax-Free Compounding: Self-Directed IRAs, Roths & Alternatives

    Send us a text Episode 3 of Inside the Family Office: Live Investor Panel Real family office practitioners and allocators share how they structure deals, protect families, and think about wealth:  John, who works inside a single family office’s trust company, explains how they custody over $70B in assets with a focus on alternative assets inside self-directed IRAs, Roth IRAs, HSAs, and solo 401(k)s. He walks through real examples of using these vehicles to buy property and earn profits with zero tax, and why he’s obsessed with Roth structures for families and principals. John also touches on recent policy interest in alternatives within retirement plans and the explosive growth in investors seeking non-correlated assets. Dr. Cook closes with her own experience allocating Roth capital into crypto and other alternatives. 🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers. 🔗 Learn more at FamilyOffices.com https://familyoffices.com/

    8 min

  7. JAN 20

    Ep 2 – Infrastructure, Secondaries & Saying No to FOMO Deals

    Send us a text Episode 2 of Inside the Family Office: Live Investor Panel Real family office practitioners and allocators share how they structure deals, protect families, and think about wealth: Isaac, a former Morgan Stanley advisor who now runs a multi-family office and investment bank in L.A., walks through how his team allocates across public and private markets. He explains why secondaries and “cleaning up cap tables” are attractive right now, how he thinks about SPVs and fee layers, and why infrastructure and process matter more than chasing the latest hot sector. Isaac also pushes back on “country-club investing” and urges families to only back deals that truly fit their objectives, liquidity, and decision-making capacity. Dr. Cook reinforces the critical – and often neglected – role of back-office infrastructure in family office success. 🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers. 🔗 Learn more at FamilyOffices.com https://familyoffices.com/

    7 min

  8. JAN 17

    Ep 1 – Keeping the Family Together: Multifamily Offices Under $300M

    Send us a text Episode 1 of Inside the Family Office: Live Investor Panel Real family office practitioners and allocators share how they structure deals, protect families, and think about wealth: Dr. Cook opens the panel and sets the stage for a rapid-fire conversation with experienced investors. KC of Family Wealth Leadership explains why his multifamily office focuses on families between roughly $25M and $300M, how they build diversified portfolios with funds and alternatives, and why his primary investment is in the family itself. He breaks down how foundations and “boots on the ground” philanthropy keep families aligned, and shares a blunt warning about emotional decision-making and over-entitled heirs. Dr. Cook closes by pulling out how he operates as a Family Enterprise Officer, coordinating specialists around each family. 🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers. 🔗 Learn more at FamilyOffices.com https://familyoffices.com/

    10 min
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4.2
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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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