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
Ultra-Wealthy Families Leverage Their Most Important Assets to Create Multigenerational Wealth | Kevin Kolson
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Kevin Kolson reveals how ultra-wealthy families structure their wealth to grow, protect, and transfer it for generations while minimizing taxes and maximizing efficiency.
In this session, Kevin dives deep into premium financed whole life insurance, one of the most flexible tools used by top-tier families to create tax-free income, fund estate taxes, and preserve wealth outside of their taxable estates. He shares real case studies involving family trusts, gifting strategies, and how to “supercharge” Roth-style benefits using leverage all while avoiding common insurance pitfalls.
You’ll also learn how families integrate these strategies with charitable LLCs, utilize multigenerational planning, and prevent estate tax erosion across generations. Practical, precise, and backed by decades of hands-on experience.