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
Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
Raise Capital Faster: The 6 Must-Have Assets for Serious Investors
In this session, Richard C. Wilson breaks down the six must-have assets almost every capital raiser is missing, and how to show up like an institutional-quality professional instead of “just another deal.”
Here are the 6 must-haves he covers:
Unique position – a clearly defined, memorable niche so investors know exactly where you fit and why you’re different.
One-line capital-raising pitch – a single sentence with 3 data points explaining what you do, why people trust you, and the value you add.
Founder video – a short, authentic video that builds trust, shows who you are, and briefly walks through what your company actually does.
Visual one-pager – a simple, scan-friendly one page that an investor can understand between the gate and their airplane seat.
Concise pitch deck – ideally 10–15 pages (or under 25 pages) that investors will really read, with the detail pushed to a data room instead of a 44-page info dump.
Due diligence data room – organized documents plus a master DDQ and background check ready to go so serious investors can dig in quickly.
Richard also shares why:
– Relationships drive investment decisions more than IRR projections
– Consistent, niche content (talks, videos, articles, etc.) makes you locally, then nationally known
– Tools like CRMs, AI call transcription, outbound dialers, and even old-school direct mail can dramatically improve your investor follow-up
– Protecting your time, saying no, and moving fast are common patterns among the most successful family offices and founders
If you’re raising capital or advising portfolio companies, this talk gives you a practical checklist for becoming investor-ready and upgrading the quality of the conversations you’re having.
Learn more at https://familyoffices.com/ for events, investor club memberships, and capital-raising tools.