Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
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
Episodes
939 episodes
How to Own a Market: Richard C. Wilson on Positioning, Authority & Attracting Pre-Qualified Leads
If you want better investors, better clients, better deal flow, and more inbound opportunities, then your positioning has to be stronger than everyone else in your space.In this talk, Richard C. Wilson breaks down one of the most valuab...
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18:15
The Growing Power of Trust in an AI World
I’m Richard C. Wilson, founder of the Family Office Club. We’ve hosted 300+ live investor events over the past 18+ years and worked on over $1B in transactions.I’m seeing a major shift right now…AI is changing everything—but not...
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3:42
Go Deep - 4% of Our Members Take This Seriously
Only about 4% of founders and capital raisers actually execute on what investors are clearly asking for.That’s not a guess—that’s based on years of working with thousands of investors and hosting 300+ live events with family offices, bi...
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2:00
Decamillionaire Fireside Chat: Due Diligence Tools, Strategies and Case Studies | Marc Halpern
What does real due diligence actually look like in private investing?In this fireside chat, Richard C. Wilson sits down with Marc Halpern, co-founder of the Deep Due Diligence Investors Club, to break down the tools, strategies, and rea...
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23:26
15 AI Case Studies + Latest Trends: Live Webinar with Richard C. Wilson
YouTube recording here https://youtu.be/caEuNpa5t40This is the Family Office Club Monthly Live Forum, a live, interactive session focused on real-time strategy, capital-raising feedback, and applied AI tools used by serious investors and...
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1:57:46
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10 Advanced Capital Raising Strategies That Took Raising $1 Billion + 10+ Years to Find Out
Raising capital has never been harder.And most fund managers are playing the wrong game.In this episode, I sit down with Chip and Sam Perkins of Perkins Fund Marketing — a firm that has raised over $8 billion in alternative asse...
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35:19
5 Unique Strategies that Led to Our Capital Raising Success | Brian Mac Mahon, Expert Dojo, VC Arm of $1B+ SFO
What if raising capital isn’t about pitching… but about trust?In this episode, Brian Mac Mahon, Founder of Expert Dojo — the VC arm of a $1B+ single family office — shares the 5 unique strategies behind their capital raising success acr...
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18:00
7 Valuable Lessons I Learned For Effective Placement Investing | Marc Halpern
In this powerful and practical talk, Dr. Marc Halpern, founder of Deep Due Diligence Investors, shares the 7 most valuable lessons he’s learned from decades of investing in private placements. From the pain of losing 100% on a deal tied to macr...
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18:58
What $1B+ Allocators Actually Look For: 7 Strategies to Close Entrepreneurial Capital
What does a $1B+ family office actually look for before writing a $10M–$50M check?In this episode, Martin of Prime Pulse — a $1B+ entrepreneur-backed family office — shares the real criteria they use when evaluating investments in profi...
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17:09
From Brooklyn to $500M Exits: 7 Capital Raising Secrets | Centimillionaire Strategy Talk
How do you scale companies, raise hundreds of millions, and exit multiple times — starting as a poor kid from Brooklyn?In this Centimillionaire Strategy Talk, Jody Chapnick shares the real capital raising and deal-closing strategies beh...
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25:25
Drafted to the NFL — Now Building a Real Estate Fund
David Bergeron went from Stanford to the NFL — and then transitioned into building a real estate investment firm.Drafted by the Philadelphia Eagles and spending time with the Titans and Panthers, David later shifted his competitive drive in...
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6:36
Centimillionaire Investor Interview: How to Get Meetings + Deals Completed with Most Valuable Investor Types | Sahil Nandwani
How do you actually get meetings with the most valuable investor types — and then move from “interesting conversation” to real deals getting completed?In this Centimillionaire Investor Interview, Richard sits down with Sahil Nandwani of...
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25:45
Centimillionaire Fireside Chat: Top 7 Mistakes Investors Make + 5 Things Only the Ultra-Wealthy Do | Paul Karger
What separates a $10M investor from a $100M+ centimillionaire?And why do so many high-income entrepreneurs lose momentum after liquidity — while others quietly compound into multi-generational wealth?In this powerful fireside ch...
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21:18
$900M in Revenue: What it Took to Scale
What does it actually take to build and scale a business to this level?In this fireside chat, Tim Cohen shares the real story behind scaling a company — from early struggles and setbacks to building a high-performance team and operating...
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23:38
👉 Free Investor Access: $1B+ Network, 50+ AI Tools & Family Office Platform
Free ($40M Invested):We have spent 19 years hosting 300 events and reinvesting $40M+ in revenue to build one of the most resourced investor platforms in the space. We want to give you a complimentary account.Instantly access:
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4:24
Family Office Live Forum: Capital Raising, AI Tools & Investor Feedback (with Richard C. Wilson)
Join the Family Office Club Monthly Live Forum - a live, interactive session focused on real-time strategy, capital raising feedback, and applied AI tools used by serious investors and founders.This is not a passive webinar. Each sessio...
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2:16:23
Centimillionaire Strategy Session with a Shark: Time Management, Deal Structures, and Negotiating Transactions | Kevin Harrington
What does it really take to go from $0 to billions in product sales?In this high-energy strategy session, I sit down with Kevin Harrington — original shark on Shark Tank, inventor of the infomercial, and founder behind 20+ companies tha...
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27:43
👉 Free Investor Access: $1B+ Network, 50+ AI Tools & Family Office Platform
Free ($40M Invested):We have spent 19 years hosting 300 events and reinvesting $40M+ in revenue to build one of the most resourced investor platforms in the space. We want to give you a complimentary account.Instantly access:
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4:24
15 Strategies to Build a Strategic Multi-Country Single Family Office | Joel Nagel
What does it really take to build and protect a globally diversified single family office across multiple countries, industries, and generations?In this powerful fireside chat, international tax and corporate lawyer Joel Nagel shares th...
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23:25
5 Scaling, Exit, Investing and Mindset Insights for Financial Freedom | Dat Nguyen
What does financial freedom really require — beyond money?In this powerful strategy session, Dat Nguyen shares five hard-earned insights on scaling a business, exiting intelligently, investing wisely, and mastering your mindset. From bu...
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33:24
American Energy Leadership: Investing in the Future of Oil & Gas | Rey Trevino & Lisa Carmen Wang Fireside Chat
What does real American energy leadership look like — and where is oil and gas headed next?In this powerful fireside chat, Rey R.T. Trevino III, President of Pecos Valley Partners, joins Lisa Carmen Wang to break down the future of U.S....
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16:15
Single Family Office Success Formula - 15 Proven but Uncommon Negotiation, Scaling, Structuring, and Time Management Strategies | Cliff Oberlin
Cliff Oberlin shares a century’s worth of wisdom from running his multigenerational family office—and how you can structure, scale, and protect your own legacy. As chairman of the Oberlin Family Office (est. 1920s), Cliff has scaled and exited ...
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15:07
Strategies to Create & Protect 7 Figures of Cash Flow | Bryan Miller
Bryan Miller built a 7-figure-per-year passive income stream through disciplined investing, strategic leverage, and brutal clarity on risk. In this powerful talk, he breaks down his actual path from music entrepreneur to diversified real estate...
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17:49
The Top 10 Uncommon Things Which Drove Our $7 Billion in Deals Closed - Strategies, Structures, and Investor Relations Process Insights | Chip Perkins
After nearly three decades in the alternative investment space and $7 billion in deals closed, Chip Perkins of Perkins Fund Marketing reveals the hard-earned insights that most fund managers never hear.In this eye-opening session, you’l...
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15:47
Single Family Office Fireside Chat: Negotiating Deals, Building a Portfolio of Investments, Scaling Businesses, and Joint Venture Strategy Case Studies | Dr. Alexandra Cook
Dr. Alexandra Cook is a second-generation single family office executive and the powerhouse behind Sunburst Ventures, with operations spanning Florida and Puerto Rico. In this rare fireside chat, she shares negotiation tactics, portfolio manage...
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22:54