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
Decamillionaire Fireside Chat: Due Diligence Tools, Strategies and Case Studies | Marc Halpern
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
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 real-world case studies behind smarter investing.
Marc shares how experienced private investors evaluate opportunities by looking at the jockey, the horse, and the track — meaning the sponsor, the deal itself, and the macro environment. He explains why most investors don’t go deep enough, how AI can help screen deal flow faster, and why due diligence can reduce risk — but never eliminate it.
This conversation also covers:
How to evaluate sponsors vs. deals
Why deep due diligence works best in teams
How to use AI tools for investment screening
The difference between minimizing risk and managing risk
Why diversification matters across sponsors and asset classes
How investors stress test operators during changing market conditions
Common mistakes sponsors make when raising capital
If you invest in private placements, real estate, private equity, or alternative assets, this session will give you a more disciplined framework for evaluating deals and avoiding costly mistakes.
Marc and the Deep Due Diligence Investors Club have helped put roughly $10 million of equity checks to work across deals, and this session gives you a look into how serious investors think before wiring capital.
Watch this if you want a sharper lens on:
due diligence, deal screening, sponsor evaluation, private investing, and portfolio strategy.