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
Single Family Office Success Formula - 15 Proven but Uncommon Negotiation, Scaling, Structuring, and Time Management Strategies | Cliff Oberlin
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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 multiple businesses, co-founded ventures with PIMCO's former CEO, and now supports single and multi-family offices globally.
In this masterclass, you’ll learn:
The “15 uncommon but proven” strategies used to build thriving family offices
How to structure family offices for control, legacy, and long-term success
The biggest mistakes families make post-liquidity—and how Cliff helps fix them
Insider insights from a survey of 400+ family offices across generations
Why concierge medicine and cyber risk are now priority services for UHNW families
How inheritors vs. founders think about legacy, investing, and co-investing
Private Placement Life Insurance (PPLI) and why Cliff uses it with billion-dollar clients
How to manage family dynamics (like who your child is marrying) using “soft services” and data-backed strategy
Whether you’re a founder, inheritor, or advisor to family wealth—Cliff’s insights will save you millions in mistakes and years of trial-and-error.