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
887 episodes
The Wrong Investor Can Destroy Your Deal | Niche Investment Strategies (Ep. 7)
Recorded live at the 2025 Family Office Club Super Summit, this episode explores the delicate balance between raising capital and choosing the right investors.Nadab Akhtar shares why sometimes the best capital is the money you turn down...
•
5:02
Trust But Verify: Smarter Due Diligence Questions | Niche Investment Strategies (Ep. 6)
What makes investors commit and what makes them hesitate?This segment reveals the smartest due-diligence questions allocators use before investing and what capital raisers can do to prepare.Learn to verify track records, confirm ali...
•
3:42
AI That Gives Capital Raisers an Edge | Niche Investment Strategies (Ep. 5)
AI is redefining how deals are sourced and evaluated.Richard Wilson unveils Hyper-Intelligent, an AI trained on 100 million data points—including feedback from 140 billionaires and 1,500 investor panels.The panel explores how AI...
•
9:43
Deal Structures Family Offices Actually Say Yes To | Niche Investment Strategies (Ep. 4)
Family Office Club founder Richard C. Wilson explains the art of deal structuring — listening deeply to investors’ goals, tailoring terms to match their comfort zones, and leveraging “anchor investors” from within a niche to validate deals....
•
3:01
Building Trust in Energy Investing | Niche Investment Strategies (Ep. 3)
Ray Trevino III shares how his multi-generational family office built lasting credibility in the oil-and-gas industry.He highlights the difference between making money with investors versus off investors—and how transparency and shar...
•
2:28
Why Investors Can Smell Inauthenticity a Mile Away | Niche Investment Strategies (Ep. 2)
In this powerful live segment, Nadab Akhtar explains how investors instinctively detect inauthenticity—and why sincerity always wins.He breaks down the role of emotional intelligence, genuine curiosity, and thoughtful gestures, such as ...
•
2:44
Raise Millions Through Relationships | Niche Investment Strategies (Ep. 1)
Recorded live at the 2025 Family Office Club Super Summit, Brandon Rooks shares how he built a thriving capital-raising business with zero ads and 100 percent referral-based investors.He explains how authenticity, relentless communicati...
•
5:24
Hot Investor Trends — Ep. 5: Investing Forward: Building Cash Flow and Certainty in Uncertain Times
A seasoned investor explains how he pivoted from operations into multifamily, self-storage, and private lending.His advice: ignore flashy IRRs — invest in certainty, not promises.
•
5:51
Hot Investor Trends — Ep. 4: Create vs. Preserve: The Two Skill Sets of Generational Wealth
A veteran family office executive shares why the habits that create wealth differ from those that preserve it.His insight: wealth longevity depends on humility, patience, and disciplined simplicity.
•
6:05
Hot Investor Trends — Ep. 3: Protecting and Growing Wealth in Any Market: How Elite Investors Build Resilient Portfolios
This wealth manager reveals how their team designs balanced portfolios combining equities, bonds, and private investments — all under one structure.Her top takeaway: prepare for the drawdown before it happens.
•
5:57
Hot Investor Trends — Ep. 2: Real Estate Wealth — The Simple Strategy That Still Works
A veteran property investor shares the proven “B.R.R.R.” formula (Buy, Rehab, Refinance, Repeat) and the U.S. cities still offering homes under $100K.Hear how disciplined buying and long-term thinking can compound wealth faster than ...
•
6:12
Hot Investor Trends — Ep. 1: Finding Asymmetric Upside: How Smart Investors Pick the Right Founders
In this episode, an experienced angel investor explains how she evaluates founders, the value of firsthand problem knowledge, and why the best investments balance limited downside with exponential upside.Learn her million-dollar less...
•
6:41
$100M Exit to AI Investing | Michael’s Entrepreneur Journey with Family Office Club
Meet Michael, a serial entrepreneur and investor who scaled a business to a $100M+ exit in just 3.5 years. In this interview, he shares his lessons from building and selling multiple 7, 8, and 9-figure businesses — and why he believes AI is the...
•
26:07
How Family Offices Work Virtually — And the Most Exciting Investments They’re Making
In this episode of the Family Office Podcast, recorded live at the Beverly Hills Investor Club Summit, top investors and family office executives share how they manage teams, build relationships, and make deals in an increasingly virtual world....
•
8:20
Green Energy Investments: Structuring Deals and Managing Legal Risk
In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, we dive deep into how investors structure and de-risk opportunities in the fast-growing green energy and materials sectors.Our speake...
•
5:21
Why Family Offices Are Moving to Puerto Rico: Inside Act 60 Tax Advantages
In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, we explore why more U.S. investors and family offices are relocating to Puerto Rico for its unique tax advantages.Our guest breaks do...
•
3:03
All Founders, Watch Out for This 🚨
Richard C. Wilson, Founder & CEO of the Family Office Club, the world’s largest investor community ,shares why today’s market feels like a daily IQ test for every founder, investor, and dealmaker.As Warren Buffett famously said, “Wh...
•
6:05
Advanced Investment Structures: How Family Offices Protect & Multiply Wealth
In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, our expert panel dives into the sophisticated tax and legal structures that family offices use to protect, preserve, and grow wealth....
•
5:06
Bridging Generations: How Family Offices Build Legacy & Teach the Next Gen
In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, top family office leaders discuss one of the most important — and most human — aspects of wealth: how to communicate, educate, and connect ac...
•
8:15
Special Announcement: The Family Office Formula — 4-City Event Series for Ultra-Wealthy Investors
Join Richard C. Wilson, founder of the Family Office Club, for a powerful announcement about the Family Office Formula — a 4-city event series designed to help you think, negotiate, and invest like the ultra-wealthy.Each one-day event f...
•
2:16
Inside the Family Office Mindset: Structure, Strategy & Building Real Relationships
Recorded live at the Beverly Hills Investor Club Summit, this episode of the Family Office Podcast explores what truly drives success behind closed doors — how family offices structure their operations, communicate effectively, and build lastin...
•
8:54
How Smart Investors Create Value in Every Deal
In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, leading investors share their million-dollar insights — the lessons that separate top performers from the rest.From turning “broken” ...
•
5:44
How Elite Investors Build Deal Flow Without Brokers (And Find Value Where Others Don’t)
Recorded live at the Beverly Hills Investor Club Summit, this episode reveals how top investors, family offices, and private equity leaders source deals without relying on traditional brokers — and where they find value others overlook....
•
6:47
Bonus Interview: Inside the Mind of a $10B Hedge Fund CEO | George Hall of Exchange Place
In this episode, Richard C. Wilson, CEO of the Family Office Club, interviews George Hall, founder of Exchange Place and former CEO of a $10 billion hedge fund.They dive deep into:- How structured notes and securitization are ev...
•
32:09
.jpg)