Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Send us a textLisa Carmen Wang was a 4-time USA National Champion gymnast and Olympic-level athlete who built her early identity around perfection, discipline, and winning.But today, she's flipped the script.Now an early-stage VC and author of The Bad Bitch Business Bible, Carmen shares her transformation from a “good girl” mindset to a bold, unapologetic investor rewriting the rules for women in finance and tech.In this episode, we talk about:- The toxic side of high performance- Visualization, identity work & healing- Launching the Bad Bitch Empire Fund- Why 99% of her LPs are first-time female investors- Health tech, fintech, and investing with purpose--- We'd like to extend a heartfelt thank you to Daniel Puder for joining us at the Family Office Club and contributing his time, wisdom, and energy to our athlete investor panels.Daniel is a former undefeated MMA fighter, WWE's $1M Tough Enough Champion, Deputy Sheriff, and Founder of MLMP. He currently serves as Co-Founder and President of MLMPI Prep Academy, Founder of My Life My Power, and Co-Founder of My Life My Brand. Beyond his impressive career, Daniel is an author, professional speaker, and passionate advocate for public education.His purpose-driven mission to inspire youth, empower communities, and equip law enforcement and educators with mentorship tools is deeply impactful. We are grateful to have had his leadership, insights, and authentic voice on stage at our summit.Thank you, Daniel, for helping make this event so meaningful.

Send us a textFrom 8 years in the NFL to leading global construction strategy at Apple, Elston Ridgle shares the lessons, mindset, and faith that shaped his extraordinary journey.In this exclusive interview, Elston reveals:- His rise from South Central LA to the NFL- Core values that fueled his discipline and drive- Long-term investment strategies in tech, ETFs & real estate- His work at Apple managing global construction projects- Coaching the next generation through girls flag football- Million-dollar lessons in trust, legacy, and leadership

Send us a textWhat happens when one of the most feared UFC heavyweights of all time transforms from warrior to healer?In this powerful episode, Cain Velasquez, 2x UFC Heavyweight Champion, opens up about his journey from fighting legends in the octagon… to leading transformational work with veterans, athletes, and corporations today.We dive into:- What it's like to spar with the world's toughest fighters- How he developed relentless discipline, strategy, and mental toughness- His shift into healing work through breathwork, ancient practices & psychedelics- What he's doing now on his 300-acre ranch to help others find their inner powerLessons on trauma, visualization, identity, and becoming your own medicine

Send us a textBoda Borg is revolutionizing experiential entertainment with “questing” — real-life gaming adventures that blend technology, teamwork, and immersive challenges. With 11 global locations, 5M+ guests, $20M+ in annual revenue, and 30 years of innovation, Boda Borg is not just another escape room — it's a whole new category.In this interview, David Spigner, CEO of Boda Borg, shares how he's scaling reality gaming, insights on expansion into California and beyond, and why major companies like Google use Boda Borg for team-building and corporate events.Diversify your investments with the leader in Questing, a proven experiential live-action gaming platform with 11 locations, serving nearly 5 million Guests, and generating annual revenue of $20+ million.

Send us a textDiscover how to identify the single best use of your energy, attract higher-quality deal flow, and position yourself as the go-to authority in your niche. In this session from the Family Office Club event, Richard Wilson shares proven frameworks and insights from billionaires, top investors, and business leaders on how to:Zero in on your most valuable niche and dominate itAlign passion, skill, and profitability for long-term successAvoid the herd mentality and stand out in competitive marketsSpot industries with the most inevitable future demandBuild an “unfair advantage” over your past selfUse clarity to multiply action and reduce stressPosition yourself for exponential growth over the next decadeWhether you're running a family office, private investment firm, or growth-stage company, this talk will give you the tools to focus, differentiate, and scale strategically.

Send us a textJoin Richard C. Wilson, founder of the Family Office Club, as he shares 18 years of insights from running the world's largest ultra-wealthy investor community. In this powerful mastermind session, Richard covers:How the Family Office Club connects 7,500+ investors, including 1,500+ deca-, centi-, and billionairesCutting-edge AI tools for sourcing deals, performing due diligence, and scaling investor outreachProven capital raising strategies from billionaires, Shark Tank investors, and top dealmakersWhy trust, relationships, and in-person meetings matter more than ever in the AI eraThe three levels of AI sophistication and how to implement them in your businessCase studies on using AI for real estate, investor relations, and business growth

Send us a textIn this Family Office Club panel discussion, top investors share the next big trends they believe will shape the future of investing. From AI with baby boomer businesses to sustainable ocean ventures, Web3, and the data revolution, you'll hear where seasoned dealmakers are placing their bets before the rest of the market catches on.Key insights from this panel:AI combined with 15–20 year cash-flowing baby boomer businessesData as a major investment category, with opportunities in cleaning, managing, and leveraging it as AI adoption acceleratesGrowth in compute space and data centers to support AI, autonomous vehicles, and other high-demand technologiesInvestment opportunities in immersive, transformative experiences as demand for novelty growsWeb 3.0 and decentralized platforms for protecting freedom of speech, creator ownership, and personal brand/IP rightsSustainable ocean and climate investments, including reducing pollution, alternatives to plastics, and circular economy solutionsThe “milkman model” revival with innovative delivery systems that eliminate single-use packagingGenerational wealth transfer driving millennial and Gen Z interest in sustainable and impact-focused portfoliosWhy watch:This panel delivers forward-looking strategies from active investors who are already positioning for the next decade's most promising opportunities.Recorded live at a Family Office Club investor event.Learn more: https://FamilyOffices.comhttps://familyoffices.com/

Send us a textJoin Richard C. Wilson, founder of the Family Office Club, for an in-depth workshop on AI tools, thought leadership, and capital raising strategies used by top investors and dealmakers. In this presentation, Richard shares:Why thought leadership is the “holy grail” of raising capitalHow to clarify your one-liner to attract more deal flowAI-powered tools for sourcing, due diligence, and investor outreachHigh-impact sales and marketing strategies including text marketing, live chat, and asynchronous communicationInsights from billionaires and top entrepreneurs on scaling businesses and building lasting wealth

Send us a textIn this Family Office Club panel discussion, seasoned investors share the single most important factor they consider when deciding whether to invest in a company. From passion and grit to systems, community, and track record, you'll hear what truly tips the scale in the decision-making process.Key insights from this panel:Passion as a driver — dedication to solving a problem beyond making moneyTenacity & resilience — surviving tough markets and pushing through challengesSystems over hustle — moving from “Viking stage” (pure grit) to “Gladiator stage” (scalable systems) to build lasting companiesCommunity power — how a strong, fanatical following can drive market cap, even without revenueCulture fit — using tools like Culture Index for personality testing and role alignment in service-based businessesConsistent track record — seeking founders with a long history of success across multiple life stages and industriesEmotional intelligence — why EQ combined with grit predicts success in any environmentThe ultimate bet — backing people who can be “dropped anywhere in the world” and still find a way to winWhy watch?If you're a founder, entrepreneur, or investor looking to understand the core traits that make an investor say “yes,” this panel offers unfiltered, experience-backed perspectives.

Send us a textIn this Family Office Club investor panel, speakers reveal the markets and sectors they're eager to deploy capital into—but have been waiting for the right CEO, operator, or “jockey” to lead the charge. From decarbonizing global shipping to betting big on India's deep tech future, this session highlights where investors see the next massive waves of opportunity.Key insights from this panel:

Send us a textIn this Family Office Club investor panel, seasoned investors share exactly how they separate real opportunities from overhyped pitches. From customer validation to live product demos, this discussion covers the due diligence mindset used for deals ranging from $500K to $15M+.Key insights from this panel:

Send us a textIn this Family Office Club investor panel, global investors share how artificial intelligence is impacting their industries, portfolios, and deal flow strategies. From ocean data satellites to compute power, sales automation, and blue-collar business integration, this conversation dives deep into the real opportunities and risks AI presents today.Key insights from this panel:

Send us a textJoin us for an exclusive Family Office Club investor panel discussion where seasoned investors share their current focus areas, deal flow needs, and strategies for deploying capital in today's market. This in-person session covers diverse sectors—from Hawaii's hospitality and infrastructure to global ocean sustainability, early-stage venture, and digital assets.You'll hear from investors on:• Target sectors including hospitality, construction, infrastructure, and sustainability• Global investments in green shipping, maritime decarbonization, and ocean data products• Flood risk monitoring and B2G recurring revenue models• Early-stage co-investing and customer-centric venture models• Digital asset investment strategies and market timing• Deal flow needs and opportunities for founders & service providers• Check sizes, accelerator programs, and partnership opportunitiesWhy watch?If you're a founder, dealmaker, or investor seeking to understand where active investors are deploying capital and what they're looking for right now, this panel is packed with actionable insights.

Send us a textAn expert on Venture Capital shares why traditional VC math doesn't add up and how his team flips the model. Instead of paying inflated valuations and hoping for one breakout, they buy in early at favorable terms, use growth-hacking to add measurable value, and structure warrants for a second bite at a lower price.Key Takeaways:• Challenge the VC Norm – Paying 10× in hopes of 100× rarely works.• Early Entry Advantage – Secure low entry valuations before hype inflates prices.• Value Creation via Growth Hacking – Actively improve portfolio performance post-investment.• Use Warrants Strategically – Lock in the right to invest again at your target price.• Portfolio Mindset – Don't rely on just one “winner” to carry the fund.

Send us a textIn this lively exchange, top family office investors share the principles and mental models that guide their decisions — from gut checks to focus discipline.Key Takeaways:• The Mom Test – If you can't explain the deal in one minute so a smart outsider understands, it's too complex.• Happiness First – Success without personal fulfillment isn't worth it; assess downside risk and personal payoff.• The Twitch Factor – Listen to your instincts when markets feel “off”; holding cash is sometimes the best move.• Focus on Your Niche – Stick to industries where you have expertise, relationships, and proven track records.• More Than Money – Family offices increasingly look for opportunities where they can add strategic value, not just capital.

Send us a textIn this panel segment, seasoned family office investors reveal how they approach turbulent markets, rising interest rates, and global instability — and why chaos can be a prime time to invest.Key Takeaways:• Uncertainty can create the best deals — savvy investors profit while others hesitate.• Real estate and ancillary businesses remain hot targets during market volatility.• In tech, initial seed investments are “toe in the water” opportunities — follow-ons are where big gains happen.• Strategic involvement (board roles, connections, guidance) is as valuable as capital for early-stage companies.• Liquidity is power: cash reserves allow nimble moves when valuations correct.• Diversification across real estate, operating businesses, and liquid portfolios ensures long-term stability.

Send us a textThis expert Family Office shares exactly what makes them lean forward when reviewing investment opportunities — from real estate to early-stage tech.Key Takeaways:• In real estate: Proven sponsors, strong track records, and completed entitlements are non-negotiable.• In technology: It's all about a qualified, cohesive team and defensible intellectual property.• Seed-stage valuations are tough, but patents and strong leadership make a deal compelling.

Send us a textIn this high-level Family Office Club panel, leaders managing billions in assets share their current investment mandates, how they're navigating market uncertainty, and the creative deal structures driving results right now.Hear from experts in real estate, venture capital, alternative investments, and private equity as they discuss diversification strategies, opportunistic investing during times of distress, and the importance of listening for unexpected opportunities.What You'll Learn:• Why chaos in the markets can create once-in-a-decade investment opportunities• How to structure revenue-sharing, co-GP, and joint venture deals for win-win outcomes• The overlooked role of diversification for long-term portfolio resilience• Sectors top family offices are targeting right now — from AI to energy storage to hospitality• How relationship-driven investing uncovers deals others never see• Why alternative investments are becoming the dominant allocation for UHNW investors

Send us a textFrom capital raising realities to the non-negotiable role of trust, this Family Office Club panel brings together seasoned investors and family office leaders to share hard-earned lessons from decades of deal-making.Whether you're an investor looking to sharpen your vetting process or a founder trying to break into the world of direct and co-investments, this discussion delivers unfiltered insights you won't find in a textbook.What You'll Learn:- How “fake it till you make it” destroys investor trust (and what to do instead)- The #1 way to secure warm introductions to the right investors- The deal-killing red flags every investor spots instantly- How to position your startup to appeal to industry leaders and strategic partners- Why relationships still drive investment decisions in today's digital era

Send us a textIn this candid Family Office Club investor panel, leading family offices and venture investors reveal the first question they ask when vetting a CEO or deal — and why it can make or break an investment.From uncovering hidden debt to testing a founder's execution plan, these seasoned investors share the sharp, direct questions that quickly separate great opportunities from time-wasters.What You'll Learn:- Why undisclosed debt can instantly kill a deal- How to spot red flags in founder relationships (including co-founders who are secretly married)- Why “real revenue” beats letters of intent or purchase orders every time- The critical importance of use-of-funds and 5-year execution plans- How to pressure-test competitive strategy in markets dominated by giants (e.g., Elon Musk)- The fastest way to save time in due diligence and avoid dead-end meetings

Send us a textAt this Family Office Club investor panel, top investors, venture accelerators, and wealth managers share how they source, evaluate, and negotiate direct and co-investment opportunities.Learn real-world strategies for finding exceptional deals and securing favorable terms.What You'll Learn:- How family offices and angels source exclusive, off-market deals- Why relationships and trust are critical to deal flow- Strategies to negotiate special terms, control provisions, and board seats- The role of accelerators and networks in securing top opportunities- Examples of asymmetric, high-value investments (music IP, niche real estate, tourism tech)How strategic co-investors can unlock more capital faster

Send us a textRecorded live at the Hawaii Family Office Retreat, this powerhouse panel explores how leading investors are leveraging their entrepreneurial roots, NextGen family members, and innovative business models to allocate capital and scale effectively.Key Topics Covered:- How to source and acquire undervalued businesses from retiring founders- The “silver wave” opportunity and wealth transfer trends- Leveraging systems like EOS for scalable growth- Identifying niche asset classes like RV parks for cash flow & appreciation- Using AI to optimize hiring and due diligence- Structuring deals for both short-term returns and long-term legacy building- NextGen engagement, intergenerational wealth transfer, and family valuesWhether you're an investor, family office executive, or entrepreneur, this session is packed with actionable insights on scaling smart, building legacy, and creating resilient portfolios.

Send us a textIn this inspiring segment, hear from this CEO on how purpose-driven investing can create real impact. She shares how her firm champions women founders, women leaders, and innovators who drive change worldwide. Learn her approach to building wealth with intention, giving back, mentoring future leaders, and balancing success with meaningful contributions.Discover insights on:- Investing with purpose and long-term vision- Empowering women entrepreneurs and leaders- Building intergenerational wealth responsibly- Mentorship and guiding the next generation-Combining profit with positive impactRecorded live at the Family Office Club investor event in Hawaii.

Send us a textIn this Family Office Investor Panel, top investors reveal how they source the most exclusive, off-market, and top 1% investment opportunities — plus the critical role estate planning plays in preserving wealth across generations.What You'll Learn:- How to find and secure exclusive off-market opportunities in real estate, minerals, and energy- Why direct-to-owner deal sourcing can unlock better pricing and faster closes- The overlooked opportunities in small-balance commercial real estate lending- Estate planning strategies that protect and grow wealth for future generations- Using irrevocable trusts and generation-skipping trusts to minimize tax impact- The role of relationships in uncovering litigation finance and private credit dealsFrom mineral rights to litigation finance, and from manufacturing resurgence to generational wealth transfer, this panel delivers actionable strategies for serious investors.

Send us a textWe're in the third year of the toughest venture capital market in decades. In this Family Office & Investor Panel, top investors and capital raisers share real-world strategies for securing funding, standing out from the crowd, and thriving in today's high-interest, high-volatility environment.What You'll Learn:- How to differentiate your pitch and make it memorable to investors- Why “being real” and prepared beats chasing every shiny opportunity- Leveraging opportunistic and non-correlated investments during downturns- Why oil & gas, healthcare, and legal investments can build true portfolio resilience- The case for midstream pipeline infrastructure as a mispriced asset class- How short, targeted capital raises can reduce risk and attract investors fasterFeaturing leaders in real estate, oil & gas, opportunistic funds, and alternative investments — with proven track records of navigating market cycles and delivering outsized returns.

Send us a textGain rare insights from top family office investors and wealth managers during this $6B Private Investor Panel hosted at the Family Office Club. Learn firsthand from leaders in oil & gas, real estate, alternative investments, and M&A on how they source, evaluate, and close high-quality deals.What You'll Learn:- Building trust before the numbers: why relationships drive investing- Avoiding value traps and over-concentration in your portfolio- Recession resilience & non-correlation strategies for long-term stability- Opportunities in upstream oil & gas when it's “out of favor”- How to source proprietary, scalable deals that fit your ecosystem- Partnering to reduce risk and access larger opportunitiesFeaturing leaders in family office investing with $6B+ in combined transaction experience.

Send us a textJoin our exclusive AI webinar for a live walkthrough of Investor Super Intelligence — a powerful suite of 40+ Custom GPT tools designed specifically for founders, allocators, dealmakers, capital raisers, and investors. This advanced platform streamlines sourcing, due diligence, and investor outreach to help you close more deals, faster.In this session, you'll discover:1️⃣ The 40+ ChatGPT AI tools we've developed at Family Office Club2️⃣ How these tools streamline sourcing, outreach, due diligence, and investor conversions3️⃣ Ways to integrate AI into your daily workflow to save time, gain insights, and close more deals

Send us a textExplore how family offices and investors are navigating the digital asset space — from Bitcoin and blockchain to NFTs and tokenized real-world assets. This panel brings together experienced crypto entrepreneurs, investors, and advisors who discuss:- Why smart capital is finally allocating to crypto- Bitcoin vs altcoins: where to start- Regulatory shifts and global adoption- Web3 infrastructure and investment opportunitiesWhat skeptics are missing in 2025- Real-world crypto use cases beyond speculationWhether you're new to digital assets or looking to refine your strategy, this discussion offers grounded insights and practical advice from professionals with skin in the game.

Send us a textJoin us for this powerful fireside chat with Patrick O'Meara, Founder & CEO of Patrick Ventures Family Office. With over $11 billion in transactions, Patrick brings decades of real-world investing experience and wisdom to the stage.In this conversation, you'll learn:✅ Partnering with the Catholic Church to build senior housing across the U.S.✅ The value of authenticity and humility in family office investing✅ How to filter deals, avoid shiny-object distractions, and scale wisely✅ Building intergenerational wealth & preparing the next generation✅ Solving the affordable housing crisis with tiny homes and real estate innovation✅ Why integrity, grit, and focus matter more than pitch decks or big promisesHe also dives into timeless family office values: trust, legacy, and doing business with good people.

Send us a textWhat's the one mistake that almost cost them everything? In this powerful panel, seasoned investors, fund managers, and founders open up about the biggest mistakes they've made — and the lessons that can save you years of pain.From trusting the wrong people… to chasing the wrong investors… to ignoring family wisdom… these are the moments that reshaped careers and portfolios.Whether you're raising capital, deploying it, or growing a family office, their real-world stories offer timeless guidance.

Send us a textIn this power-packed keynote from the Hawaii Family Office Retreat, Richard C. Wilson shares 10 proven growth strategies that have helped thousands of investors, capital raisers, and entrepreneurs thrive. Drawing from 18+ years of running the Family Office Club, Richard delivers practical insights on:

Send us a textLooking to raise capital in today's market? Watch this expert panel of founders, fund managers, and family office leaders share what's actually working in 2025 — from cutting-edge tools and tech like ChatGPT, to timeless strategies like in-person networking, educational content, and investor trust-building.You'll hear real stories and proven tactics from investors in oil & gas, real estate, art, cannabis, and advanced robotics. Whether you're a seasoned capital raiser or just getting started, this is a masterclass in modern fundraising.

Send us a textJoin us for a dynamic panel discussion on the rapidly evolving world of alternative investments. Hosted by the Family Office Club, this conversation brings together top investors and entrepreneurs across cannabis, precious metals, AI-driven asset management, fractionalized art, oil & gas, and battery energy storage.

Send us a textComing to you from Thailand, Richard C. Wilson shares a powerful insight for founders and fund managers: overpromising kills deals. If you're raising capital and making bold claims without checking them against industry standards—or using AI to stress-test your assumptions—investors will go dark on you fast.Learn the simple but critical mindset shift that can help you gain investor trust, stand out from the noise, and avoid sounding like every other amateur pitch.✅ What you'll learn in this video:– Why overpromising instantly ruins investor trust– How to avoid sounding like every other pitch– The easiest AI tool you're not using (but should)– What family offices and real investors really look for

Send us a textThis powerful investor panel discussion explains exactly what family office investors want to see from founders, capital raisers, and fund managers. From pitch structure and outreach strategies to trust-building and valuation expectations, this conversation cuts through the noise. Learn why knowing your numbers is non-negotiable, how to stand out in a crowded inbox, and why most founders fail to make it past the first filter. Hear insights on what makes investors engage, how to avoid overhyping unrealistic growth, and why emotional alignment, skin in the game, and long-term thinking matter more than flashy decks. This session also dives into how some family offices use proprietary data and internal strategies to outperform the market, and why personal connection, patience, and education are more valuable than aggressive selling. Whether you're seeking a family office partner or trying to refine your investor pitch, this is required viewing.

Send us a textIn this rapid-fire Q&A, Richard C. Wilson answers key audience questions on how to connect with investors, build pitch credibility, and use AI tools for smarter capital raising.

Send us a textIf you're raising capital, pitching investors, or structuring joint ventures, this video reveals 5 free things that build trust instantly, get you more investor meetings, and make your pitch stand out.

Send us a textIn this exclusive billionaire fireside chat, real estate magnate Daniel Kauffman (head of the Kauffman Family Office) shares the lessons, strategies, and hard-won wisdom that helped him scale from a personal $10K investment in Detroit to overseeing billions of dollars in real estate development and hospitality assets.Topics Covered:– The power of vertical integration and why his family office acquired firms in architecture, civil engineering, construction, and more– How ego can destroy real estate deals—and a personal story of failure in Texas– Tips on sourcing off-market real estate deals (even ones not listed for sale)– Why LinkedIn messages almost never get through—and how to reach billionaires instead– What it really takes to get a family office's attention (hint: not an OM on first contact)– How to structure relationships and partnerships that billionaires say yes to– Insights on scaling, hiring smarter people, and staying in your lane– What Daniel looks for in partners and why the person matters more than the pitch deckThis is an unfiltered, rare behind-the-scenes conversation on how billionaires think, invest, and evaluate deals.

Send us a textIn this powerful talk recorded live at a Family Office Club Investor Day, Richard C. Wilson shares timeless principles of influence and persuasion that have helped raise billions in capital and build one of the largest investor networks in the world.

Send us a text"Data is the new fossil fuel" — and AI is transforming how investments are sourced, vetted, and scaled. In this insightful conversation, we explore how ultra-high-net-worth investors and family offices are leveraging data and AI to enhance fund selection, streamline due diligence, and identify top-performing GPs.You'll learn:- How data analytics drives fund-of-funds selection- Why AI is powerful in PE but limited in early-stage VC- The critical role of founder storytelling in attracting UHNW capital- How single family offices balance technology with personal relationships

Send us a textDo billionaires like Warren Buffett actually live frugally—or is it just for show? In this insightful conversation, Jonathan unpacks the frugality of ultra-high-net-worth (UHNW) individuals, the truth behind Buffett's modest lifestyle claims, and how many wealthy investors are turning to affordable housing, especially mobile home parks, as both a profitable investment and a way to give back. Learn how UHNW individuals invest in purpose-driven assets while flying under the radar—and why frugality and philanthropy aren't mutually exclusive.https://familyoffices.com/

Send us a textExplore how ultra-high-net-worth individuals approach luxury and collectibles—not for short-term gains, but as a form of cultural expression, security, and legacy-building. From Persian carpets to fine art and gold, these assets are chosen not just for their beauty, but for their enduring value and meaning across generations.https://familyoffices.com/

Send us a textStep inside our first-ever Family Office Club Retreat in Hawaii, hosted by Richard C. Wilson. This milestone event brought together top-tier investors, capital raisers, and family offices for a full day of powerful networking, fireside chats, and advanced insights on deal structuring, artificial intelligence, and investor relations.In this video, you'll hear directly from Richard as he sets the tone for the day, shares key statistics on the family office industry, and introduces 25 expert speakers who discuss:• Smart capital raising strategies• Using AI to work 33% faster with fewer mistakes• Investor mental models & deal structures• How to build powerful investor relationships• Tools to find and structure better deals

Send us a textExplore how ultra-high-net-worth individuals succeed by listening more, staying open to learning, and leveraging their competitive advantages in global markets. From infrastructure innovation to cultural insight, discover what sets them apart in spotting hidden opportunities and navigating risk.https://familyoffices.com/

Send us a textIn this powerful discussion, Sylvia—an experienced voice in policy and wealth management—breaks down why emerging fund managers and independent sponsors continue to face massive roadblocks in raising capital post-COVID.She explains the growing gap between smaller investment firms and trillion-dollar wealth management giants like Blackstone and KKR, and what emerging managers must do to compete in today's conservative capital environment.

Send us a textWhy are ultra-high-net-worth individuals turning to mobile home parks as their next big investment? In this insightful discussion, Jonathan explains how patient capital—like that of Warren Buffett—is shifting from traditional assets like multifamily and insurance into mobile home parks.Discover how macroeconomic volatility, zoning scarcity, and favorable lending conditions from Fannie and Freddie are making mobile home parks one of the most attractive real estate asset classes today. Learn why this niche outperformed every other sector over the past 7 years and why the ultra-wealthy see it as a durable, high-moat strategy for long-term wealth.

Send us a textWhile vacationing in Thailand, I took a moment to reflect on a pattern I've noticed after working with hundreds of centimillionaires, billionaires, pro athletes, and driven founders: real success takes both hard work and smart work.In this video, I break down what sets the top 0.1% apart — their mindset, relentless drive, and how they leverage tools like AI without losing their edge. If you're raising capital, building a business, or managing a family office, this message is for you.

Send us a textIf you're a founder raising capital, developing real estate, or an investor looking to connect with serious deal flow—I'd love to invite you to check out the Family Office Club.I've been running this community for 18 years. We've hosted over 300 live events, built a following of 17M+ across social media, and created the most-watched YouTube channel and podcast focused on family offices.What started as a simple idea has grown into something powerful—thanks to the amazing people who show up, share, and collaborate.We've got 30 in-person events coming in 2026 and a dozen more this year. If you're serious about growing your investor network and getting in front of real capital, visit https://familyoffices.com/Let's connect.

Send us a textI've noticed a major shift among my DecaMillionaire and Centimillionaire clients: smaller, leaner teams—paid significantly more. Why?In this video, I break down:✅ Why top family offices are prioritizing efficiency over headcount✅ How AI is accelerating productivity (and job displacement)✅ Why high-performing team members are more valuable than ever✅ What this means for the future of payroll, privacy, and deal executionThis trend is shaping how $250M+ and $1B+ family offices operate—and how you can stay ahead of the curve.

Send us a textHi everyone Coming to you from Thailand — here on vacation with my family, but wanted to share a quick thought on AI…With all the AI-generated content flooding platforms like LinkedIn, real videos like this are harder to fake—and more valuable. The ultra-wealthy want authenticity, not polished fluff.More quick insights coming soon from here in Thailand#ThailandTrip #InvestorTips #FamilyOffice #AuthenticContent #StartupAdvice #RealTalk #AIInsights #RaisingCapitalhttps://familyoffices.com/

Send us a textAvoid the #1 mistake founders make when pitching investors. In this quick video from Thailand, Richard C. shares why experienced investors instantly walk away from overly optimistic "hockey stick" projections—and what actually builds trust and closes capital.✅ Key points:– Why big promises don't work– The power of trust, team & process– How to pitch like a pro (not an amateur)