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
1002 episodes
From Private Lender to Hydrogen Technology: 20 Years of Strategic Pivots in Real Estate and Energy
This investor didn't start in energy. He started as a real estate borrower, learned the mechanics of private lending from the inside, and then made a deliberate decision to become the lender. Today, his firm deploys capital into residential rea...
The B2H Framework From a $10B IPO Builder
This investor's edge isn't capital - it's communication. As a brand strategist and communications founder, she has helped take companies to multi-billion dollar IPOs and record-breaking public market debuts. She backs founders she believes in a...
A Billionaire Said the Tone of Your Voice Matters When Closing Huge Deals.Here's What Else He Shared
We just had a billionaire keynote at our Capital Raising Bootcamp here in Dallas at the RSM offices. He has a couple of publicly traded companies and spent 40 years building his portfolio. Here are the notes I wanted to share from what he said ...
Connecting Asian Capital to U.S. Investments: Inside a Boutique Cross-Border Family Office Advisory Firm
After 11 years working across two single family offices in industries spanning oil and gas, media, sports, and healthcare, this advisor launched her own boutique family office advisory firm. In under a year, she onboarded three Asian family cli...
How One Family Office Principal Built and Sold Over $500M Across Real Estate, Pharma, and Insurance
This investor has spent decades doing one thing: buying right. From a 10,000-unit apartment portfolio sold to a major real estate buyer, to a pharmaceutical company purchased for $18M and exited at $358M, to two insurance companies flipped for ...
Capital Partners, Micro Wellness Resorts & Kids Who Get Back Up: How 4 Athletes Close Out
Most athletes talk about what they've done. These four are talking about what they're building next. Dan wants capital partners to scale multifamily across Dallas over the next decade. Alvin is looking for partners with intelligence, initiative...
NFL Player Turned Lawyer Explains Why Letting Go of Control Was His Best Business Decision
Fear paralyzed him on Bitcoin. A decade in prestigious law firms surrounded by smart, unhappy people showed him what success without purpose looks like. And a stranger in Home Depot delivered a message that changed the direction of his business...
X Games Gold Medalist to Multifamily Operator: Why "Inch Wide, Mile Deep" Beats Every Strategy
8% of pro athletes are broke within 3 years of retirement. Dan Breezy watched it happen to his friends and decided to do something different. After multiple X Games gold medals in urban snowboarding, he took the same "inch wide, mile deep" focu...
The 3 I's That Took This NFL Pro From the Field to M&A: Intelligence, Initiative, Integrity
Most people think diversification means spreading your attention. Alvin calls it focused diversity - mastering one thing per day so that by Sunday, you have a full tool belt. That framework took him from the NFL and CFL to aerospace engineering...
7 Years in the NFL Taught Him One Thing: The Tax Bill Is Bigger Than the Contract
Your NFL contract is an exit. The ultra-high-net-worth understand that - and they plan for it. Bronson spent 7 years in the NFL as a W-2 employee, got crushed on taxes his first year sitting in muni bonds at 3%, and decided to spend the rest of...
You Don't Need $100K — Non-Cash Currencies, Human Connection & Final Investor Wisdom | FOC
The closing segment of the last panel of the day — and one of the most honest. A family office investor argues that most people are walking past million-dollar opportunities every day: the car wash owner with no succession plan, the small hotel...
How to Legally Rig a Deal — Government Contracts, Warrants & Where to Put $100K Right Now | FOC
The most tactically dense episode of the panel. A former Air Force pilot who built the US military's AFWERX innovation program explains exactly how he structures deals around government contracts — using the Electra hybrid electric aircraft as ...
Ego Kills Deals — Plus 3 Secrets Nobody Talks About: PPLI, Board Seats & Cap Table Disasters | FOC
Four insights in one episode, each from a different voice. A second-gen family office investor says ego is the single biggest destroyer of wealth — it makes you miss small details, over-rely on past success, and walk into deals you should have ...
Monthly Live Forum Replay: AI Superintelligence System, 50 Tools for Founders and Investors
Hi, Richard Wilson here, founder of Family Office Club. I just wrapped our Monthly Live Forum on AI, and I wanted to make sure this one actually gets used, not just watched.Here's what I walked through in this session: why context...
Royalty Deals, LP Protection & The IP Depreciation Secret Most Family Offices Are Missing | FOC
Three rapid-fire insights that the room had not heard before. First: gross revenue royalty deals — a family office founder who has done 17 of them explains why investors love them, almost nobody uses them, and how a dental practice scaled to $3...
Meet the Panel + The Office Space Thesis: Buying $160M Buildings for $18.5M | Family Office Club
Five family office investors and operators introduce themselves — a former Air Force pilot who built the US military's innovation arm, a second-gen family office focused on drone and security tech, a distressed real estate fund manager, a first...
Hard Lessons: Pay Your Lawyers, Align Incentives & Why a $90M Exit Paid the Founder Only $2M | FOC
The most candid segment of the panel. A private investment banker says the most expensive mistake he made was not paying for expert legal counsel — and explains why a cheap lawyer costs more on the back end than a good one does upfront. A famil...
Warning: SPV Layers, PE Trends & Why AI Is the Biggest Arbitrage Opportunity in the World Right Now | FOC
Three things every investor needs to hear. First: a banker flags the growing SPV-on-SPV problem in today's VC market — 24-hour close emails, unverifiable shares, unvested stock — and explains why reading the actual paperwork has never mattered ...
How Investors Value Early Stage Companies Today — Convertible Notes, EBITDA Multiples & Buying 14 Franchises for $5K Each | FOC
Post-2022, valuations have come back to earth — but how do you actually price an early stage or pre-revenue deal right now? This segment breaks it down: a family office CFO explains when EBITDA multiples work and when a convertible note is the ...
What a $2B Family Office, a Private Investment Bank & an AI Entrepreneur Are Actually Investing In Right Now | FOC
Four panelists — a private investment banker focused on growth equity and tech, the CFO underwriting deals for a $2 billion family office, a serial entrepreneur deploying AI into distressed franchise businesses, and a deep tech founder building...
The Best Pitches These Investors Ever Saw — And What Every Green Founder Should Know | FOC
The most shareable segment of the panel. Each investor shares the most memorable pitch they ever received — a collapsible cup prototype that wowed on every fact but failed basic physics, a 12-year-old's DJ business PowerPoint that hit credibili...
Investors React to Real One-Pagers — What Gets Read vs. What Gets Ignored | FOC
Most investors see 100+ deals a week and give each one-pager 10 seconds. The panel critiques real one-pagers live — a tech-driven safe deposit box company that nailed the name but buried the product, a luxury real estate fund missing its hold t...
One-Liner Ratings Live: What Gets an Investor's Attention in 15 Seconds | FOC
A one-liner has one job — earn the next 30 minutes, not close a deal. Investors rate multiple real one-liners submitted by members: a real estate credit platform promising 15% preferred returns, an AI venture fund called out for buzzword bingo ...
Meet the Investors — Then Watch Them Grade 2 Real Pitches Live | Family Office Club
Six investors introduce themselves — an angel, a VC general partner, a physician investor, an attorney-turned-real estate investor, and two accredited investor group members. Then, without a break, they immediately grade two real pitch videos o...
Million Dollar Advice From Centimillionaires & Family Office Investors
What is the most valuable advice centimillionaires would share after decades of building wealth? In this closing segment, successful investors discuss the lessons that matter most: health, family, long-term thinking, legacy, and preparing the n...