Podcasts about Family office

Émission du 16/09/2025 présentée par Amaury de Tonquédec avec Christopher Wangen, Investisseur et entrepreneur et Barthélémy Fendt, Fondateur du média Extraterrien. Nouveau concept : on a proposé à Barth de venir en studio pour un live de 1h pour être "coaché" par Christopher. Barth est entrepreneur, il a déjà investi mais jamais en immobilier. Alors pendant 1h, on lui procure les meilleurs conseils et stratégies pour des investissements réussis. Découvrez : Par où commencer ? Comment trouver la stratégie adaptée à votre profil ? Réussir à obtenir vos prêts à la banque, et ceux dans les meilleures conditions possible, quelle que soit votre situation. Si vous aussi vous voulez venir vous faire "coacher" en studio, ou simplement nous envoyer vos questions, ça se passe ici :

What happens when you stop chasing returns and start investing in purpose?Ron Diamond, Founder and Chairman of Diamond Wealth, believes the future of finance isn't just about building wealth—it's about what that wealth can do. As a trusted advisor to over 100 family offices ranging from $250 million to $30 billion, Ron has spent more than two decades helping ultra-wealthy families align their capital with causes that matter.In this episode, Ron shares how the collapse of Drexel Burnham shaped his perspective on loyalty, legacy, and leadership—and why “patient capital” is poised to disrupt the short-termism of private equity. We explore how purpose-driven investing is solving real-world challenges, from cancer to climate, and what it takes to build sustainable family office infrastructure in an era of unprecedented generational wealth transfer.And the timing couldn't be more relevant: family offices are no longer niche players. The number of single-family offices has surged 31% since 2019, with projections reaching over 10,700 globally by 2030. As trillions of dollars transition to the next generation, Ron offers a front-row seat to the values, strategies, and systems needed to steward that wealth wisely.Ron is also the Founder, Host, and CEO of Family Office World Media, and helped establish the Family Office Program for TIGER 21, where he chairs a national peer group. He lectures at Oxford, Stanford, Harvard, and the University of Chicago Booth School of Business, and was recently appointed Editor-in-Chief of The National Law Review's first Family Office newsletter. A LinkedIn Top Voice, TEDx speaker, and former hedge fund founder, Ron began his career on Wall Street at Bear Stearns and Drexel Burnham.Key TakeawaysPeople Over Companies: Ron's experience during Drexel's collapse taught him that relationships—not institutions—are what endure.Patient Capital Is a Game-Changer: Family offices can think in decades, not quarters, offering strategic advantage over traditional funds.Purpose Before Profit: Legacy and social impact must anchor investment decisions.Professionalization Is Essential: Governance, infrastructure, and talent are what turn capital into capability.The Ego Barrier: Great wealth doesn't guarantee great management—humility is crucial for longevity.Five Core Principles from Ron Diamond1. Guiding North Star: Profit with PurposeAnchor investments in something bigger than financial return—personal mission, legacy, or societal impact. → Tip: Define your North Star early and align capital accordingly.2. Trust & Relationships FirstBack character over credentials. Trust and personal integrity build more resilient partnerships than models or metrics. → Tip: Focus on people, not pitch decks.3. Patient, Long-Term CapitalThink in decades, not exit cycles. Family offices can outperform by holding steady and avoiding short-termism. → Tip: Let compounding do the heavy lifting.4. Professionalizing Family OfficesFamily offices must evolve beyond legacy systems—invest in governance, talent, and infrastructure like any top-tier fund. → Tip: Treat talent as a profit center, not a cost.5. Entrepreneurial PhilanthropyDeploy strategic, venture-style capital into social challenges. Purpose and profit can—and should—coexist. → Tip: Apply the same rigor to social impact as you do to your investments.Episode Highlights00:00 – Episode...

In the Season 2 premiere, host Adam Fisch sits down with Dr. James Grubman, an internationally recognized consultant to families of wealth, family enterprises, and the wealth advisory industry, to kick off a season all about the rising generation. They discuss debunking the "shirtsleeves to shirtsleeves" myth (02:07), immigrants vs. natives in the land of wealth (08:08), and the different ways that wealthy people adapt to living in the land of wealth (15:46).More information about Dr. Grubman can be found at jamesgrubman.com Additional Resources:Dr. Grubman's Books at Amazon.caFor more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

Émission du 09/09/2025 présentée par Amaury de Tonquédec avec Jean-Baptiste de Pascal, DG d'Inter Invest et Bertrand Merveille, DG de BDL capital management. 60 % de l'épargne des Français dort …Dans des livrets, du cash ou des fonds en euros. Autrement dit : dans des placements « sûrs » mais non productifs.Pendant ce temps, la création de valeur (et donc d'emplois, d'innovation, de croissance) se fait… dans les entreprises.Alors pourquoi notre épargne n'y va pas assez ?Par manque de pédagogie ? Par peur du risque ? Par habitude ?Dans cet épisode, on parle de comment réorienter son épargne vers les entreprises.Vos questions en live : Etienne : "Mon fils Oscar est né cet été, qu'est-ce que je peux faire pour investir pour lui entre ses 0 et 18 ans ?"Thomas : "J'épargne depuis la naissance de mon fils qui a 8 ans, que faire pour investir pour lui dès maintenant ?" Et les questions CASH.

Startup dank OnlyFans? Genau so hat Sabrina Fischer ihr Unternehmen FLITE mitfinanziert – und geht damit einen ungewöhnlichen, aber konsequenten Weg. Im Gespräch mit Jörg erzählt sie, wie sie von der Fahrzeugtechnik-Studentin zur Porsche-Ingenieurin wurde und heute einen 992 GT3 fährt, an dessen Entwicklung sie selbst beteiligt war. Parallel hat sie ihr Startup FLITE gegründet und mit dem innovativen Rennradlenker FLITEDECK ein Produkt fast bis zur Marktreife gebracht. Das Besondere: Ohne Einnahmen aus ihrem OnlyFans-Kanal gäbe es FLITE nicht. Sabrina spricht offen über Reaktionen auf Fachmessen, die Balance zwischen Produkt und Finanzierung – und warum sie ihren Weg nicht bereut. Außerdem gibt sie Einblicke, welche Erfahrungen sie als Gründerin gemacht hat und welche Tipps sie besonders Frauen mitgibt, die den Schritt ins Unternehmertum wagen wollen. Eine Folge über Mut, unkonventionelle Entscheidungen und den Glauben an die eigene Idee. Bewerte diesen Podcast bei iTunes und/oder Spotify und abonniere „KINTZEL MINDSET", wenn du keine weitere Folge mehr verpassen möchtest. __________ Mehr von Sabrina: ► Instagram: https://www.instagram.com/cycling.sina/?hl=de ► FLITEDECK: https://flite.bike Mehr von Jörg:

India's family office ecosystem is scaling fast. Joining us is Valmik Iyer, CFA (Co‑Founder & Joint CEO, ILIOS 72 Alternative Capital; CFA) to unpack what's driving the surge—from AIF Cat I/II/III and co‑investments to governance, reporting, and AI-powered operations. Practical frameworks, not theory.

Émission du 02/09/2025 présentée par Amaury de Tonquédec avec Edmée Chandon-Moet, Présidente d'Imani & You FO du groupe Cyrus Herez et Souleymane-Jean Galadima, Directeur général et co-fondateur du Multi Family Office augmenté Sapians.Ils y a ceux qui sont "riches" et qui veulent le rester, et ceux qui veulent simplement devenir "riches". Edmée et Souleymane-Jean partagent leur expérience pour mettre toutes les chances de votre côté, quels que soient vos objectifs.Vos questions en live :- J'ai la trentaine, je suis en CDI, par quoi commencer pour bien investir ?- D'une manière générale, comment faire grandir fortement son capital ?- Comment utiliser l'IA pour mieux gérer mon patrimoine ?- Et les deux questions CASH.

Learn more about Eddie at: www.officialew.com Become a champion for Orphans : Project Dakota: Championing For Orphans | Impact Others™ Show Notes with Timestamps:[00:36]

What really makes a family office different from a traditional real estate syndicator? In this episode of The Property Profits Podcast, Dave sits down with Colby Swartz, an experienced real estate developer who's now part of the Birkentine Real Estate Group — a vertically integrated family office with a focus on long-term real estate development. Colby explains how family offices operate, why they prioritize capital preservation and generational wealth over short-term returns, and how their approach to risk, deal flow, and property management differs from that of most developers. He shares insights on building for rent vs. building for sale, running a vertically integrated operation, and scaling with both efficiency and stability. You'll hear how Birkentine delivers over 1,000 rental units a year, why vertical integration matters, and what it's like to run a business where the capital is all in-house. Whether you're a real estate investor curious about working with a family office or simply want to understand a different investment philosophy, this episode is packed with valuable takeaways.     - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/

Rates & Fed Policy: Markets are overly optimistic on rate cuts; inflation remains sticky, keeping the Fed cautious (DeepMacro).Equity Positioning: Systematic funds are heavily tilted toward equities, with allocations at or near record highs (MenthorQ).China Equities: Narrowing gap between H-shares and A-shares signals opportunity; liquidity and household cash provide strong support (HSBC).Market Breadth: Short-term indicators are overbought, but long-term breadth remains healthy (Dantes Outlook).Fixed Income: Attractive yields unlikely to return to pre-pandemic lows; belly of the curve (5–6 year maturities) offers a balance of income and rate risk (Vanguard).Municipals & Credit: Municipal bonds and investment-grade credit stand out as high-quality, inexpensive options.Equities: Active managers struggle against the Magnificent Seven; indexing provides a strong foundation, while Industrials, Financials, and Healthcare offer selective momentum opportunities (Morningstar, Dantes Outlook).Takeaway: Stay disciplined, revisit bond allocations, and avoid overstretching for yield or risk.

Today, it is my pleasure to speak with Eric Hohauser, President of Harvey Hohauser & Associates, a firm specializing in the assessment, identification, integration, and placement of culturally aligned and strategically adaptive C-Suite & Vice President level leaders. Prior to joining Harvey Hohauser & Associates in 2008, Eric worked at a multi-site distribution and retail business, where he was responsible for the management of cross-functional operations, merchandising, recruitment, and training teams. Eric, and his firm Harvey Hohauser & Associates, is a valued and generous advisor member of FOX, and we are fortunate to have his expertise available to our membership community. Recruiting executive leaders and expert staff for family offices continues to be one of the top priorities, and challenges, for enterprise families. Eric talks about what it takes to successfully recruit and assimilate senior leaders into a family office, as well as what the family office recruiting landscape and marketplace looks like today. Beyond identifying and recruiting talented leaders, building a strong culture in the family office is really important – and has its own unique challenges. Eric points to what wealth owners and family leaders should be doing to foster a vibrant and attractive culture within their family offices, and how they can imbue the family office with a strong purpose and vision that attracts and retains top talent. One practical tip Eric has for family leaders is to link the family office design, governance, and even culture with those of the family. He describes how that can be done and why it helps strengthen the bonds between the family and its family office staff. Another strong suggestion Eric has for family leaders is to engage in continuity planning for the family office in a systematic and intentional manner – actively managing the organizational design of the family office and aligning it with the needs and values of the family. Eric paints the picture for our listeners of how to do that and what are some of the best practices you see families apply to achieve this goal. Please enjoy this very relevant and illuminating conversation with one of the most experienced thought leaders and practitioners in the world of family office talent recruiting and development.

Was, wenn die Vorteile schwarz auf weiß vor dir liegen – und du trotzdem zögerst? Genau darum geht es in dieser Folge. Jörg spricht über den Zwiespalt zwischen rationalem und irrationalem Denken, wenn es um die Frage einer Holding geht. Er erzählt, warum er Mandanten immer wieder die Vorteile einer Holding vorrechnet, wo die typischen Unsicherheiten liegen – und wie du sie für dich überwindest. Eine Folge über Klarheit im Denken, den Mut zu Entscheidungen und die Frage, ob du dir selbst im Weg stehst. Bewerte diesen Podcast bei iTunes und/oder Spotify und abonniere „KINTZEL MINDSET", wenn du keine weitere Folge mehr verpassen möchtest. __________ Mehr von Jörg:

If building and preserving wealth feels overwhelming, these insights are designed for ultra-high-net-worth families and corporate executives like you. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Gerasimos Efthimiatos, CEO of Chesapeake Asset Management, who shares his extensive experience in managing multi-asset portfolios for high-net-worth individuals and families. After 18 years in the hedge fund industry, Gerasimos now leads an innovative wealth management firm that focuses on both traditional securities and alternative investments. From offering customized wealth solutions for corporate executives to using strategic tax-aware investment strategies, Gerasimos and his team at Chesapeake help clients protect and grow their wealth across public and private markets.   Key Takeaways: → The importance of offering both traditional and alternative asset solutions. → Why alternative investments are crucial for ultra-high-net-worth families. → The key to differentiating a wealth management firm in a crowded market. → The rise of multi-asset portfolios and how to manage them effectively. → The role of sophisticated clients in helping shape investment offerings. Gerasimos Efthimiatos is an investor and strategist with twenty years of experience investing in both public and private companies globally. He is CAM's CEO and Managing Partner, where he oversees both direct and externally managed investments. Gerasimos has advised family offices, endowments, and foundations on asset allocation and investment selection, and has deep alternative investment domain expertise across private equity, hedge funds, and venture capital. Previously, Gerasimos held senior portfolio and risk manager roles in hedge funds, including as Partner at Habrok Capital Partners, an equity long/short fund based in London. He received a Master of Engineering from University of London's Imperial College of Science, Technology, and Medicine and an MBA from Cornell University's Johnson School of Management.   Connect With Gerasimos:   Website Learn more about your ad choices. Visit megaphone.fm/adchoices

Jill Barber is President of CYMI Holdings, which serves as the family office for the Mathile Family. Jill joined CYMI in 1999 just prior to the family's sale of Iams Pet Food Company to Procter & Gamble. With more than two decades of experience advising three generations of the Mathile family, Jill has become a widely respected voice in the global family office community.  On today's episode, we do a deep dive into family offices – how they work, how they evolve, and how they support the needs and legacy of the family. (0:51) – Where did Jill grow up?(2:17) – How did Jill find her way into the family office space?(4:00) – What questions should families ask if they are thinking of setting up a family office?(8:11) – How should family offices decide which services to build in-house and which to outsource?(10:46) – How does the family office engage with younger generations of family members?(13:24) – How do you approach governance in a family office?(17:14) – How has the family office evolved over the years?(20:52) – Do family offices have a “culture”?(23:35) – What are some defining moments during Jill's career at CYMI?(25:22) – What questions are top of mind for family offices today?(28:12) – What is the “why” that drives Jill?

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

Vive la inspiración y el aprendizaje en Gofest, el evento que reúne a las mentes más brillantes de la tecnología y el emprendimiento. Del 26 al 30 de agosto, disfruta de cinco días de charlas, ideas y conexiones de clase mundial que no te puedes perder.⁠⁠Inscríbete aquí⁠-Santiago Tamayo es cofundador de Santa María Group Investment, un family office colombiano que impulsa proyectos en agroindustria, tecnología y venture capital con visión de largo plazo.“El capital no solo es dinero, es legado, es unión y es futuro para las próximas generaciones.” – Santiago TamayoEn este episodio, Santiago comparte su recorrido desde el mundo de la música y el emprendimiento hasta la construcción de un grupo de inversión familiar que busca diversificar con propósito. Nos habla de cómo nació Santa María Group Investment, los retos de invertir en distintos sectores y la importancia de generar impacto sostenible para las próximas generaciones.-Sponsors:Visita ⁠⁠kinnto.ai⁠⁠ hoy mismo y agenda una demo personalizada y crea una experiencia de aprendizaje que tus empleados realmente amarán usar.-Links al Invitad@:Linkedin: ⁠⁠https://www.linkedin.com/in/fedesoria/⁠⁠-Marcas de Tiempo:(00:00) - Intro(02:40) - Transición de la Música a la Inversión(08:46) - Inversiones en Startups y Venture Capital(14:41) - Diferencias entre Inversiones Tradicionales y Startups(19:46) - Reimaginando Negocios Tradicionales(27:09) - El Imperativo Moral de Invertir en Emprendedores(31:02) - La Digitalización y el Futuro de las Inversiones-Contacto:The Frye Show.com (https://thefryeshow.com/) Newsletter: https://robbiejfrye.substack.com/ Kinnto: https://www.kinnto.ai/LinkedIn: https://www.linkedin.com/in/robbiejfrye/Twitter: https://x.com/robbiejfrye/Instagram: https://www.instagram.com/robbiejfrye/Facebook: https://www.facebook.com/robbiejfrye/

Scheitern gehört dazu – doch wie gehst du damit um? In diesem letzten Teil der Reihe „Vom Angestellten zum Selbstständigen“ spricht Jörg über Rückschläge, die jedes Unternehmerleben prägen. Du erfährst, warum das Bild vom vermeintlich „glamourösen“ Unternehmerdasein oft trügt – und weshalb es entscheidend ist, wie du mental mit Hindernissen umgehst. Jörg zeigt dir, was Durchhaltevermögen in der Praxis bedeutet, welche Schattenseiten du einkalkulieren musst und warum genau hier dein Mindset über Erfolg oder Scheitern entscheidet. Eine ehrliche Folge für alle, die sich fragen: Bin ich bereit, den Preis zu zahlen – und wirklich dranzubleiben? Bewerte diesen Podcast bei iTunes und/oder Spotify und abonniere „KINTZEL MINDSET", wenn du keine weitere Folge mehr verpassen möchtest. __________ Mehr von Jörg:

Today's guest is Stacy Kehren Idema. Rooted in feminine and emotional intelligence, and shaped by personal experiences, Stacy empowers women to embrace radical responsibility, lead authentically, and redefine wealth beyond money.   Stacy combined her family business background with corporate expertise to create Equati, a Family Office technology that aligns values, investments, and data for smarter decisions.   In this episode, we'll explore: Her generational business background and how that led her to focus on bridging generational divides in family offices How she teaches women to consciously rewrite their wealth stories The way she helps people create more balanced and effective business relationships and decision-making Her current favorites: Book: Never Split the Difference, Speaker: Sara Blakely, and Podcasts: Billion Dollar Backstory and Masculine & Feminine Dynamics More from Stacy Kehren Idema LinkedIn: https://www.linkedin.com/in/stacykehrenidema/ & https://www.linkedin.com/company/equati/  Instagram: https://www.instagram.com/stacykehrenidema/    More from Tricia  Go from idea to stage-ready during 12 weeks with me inside The Big Talk Academy Founder Edition Join me LIVE for my Free Monthly Workshop Explore my content and follow me on YouTube Follow me on Instagram  Connect with me on Facebook  Connect with me on LinkedIn  Visit my website at TriciaBrouk.com 

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 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.

On this episode of Unlimited Capital, Richard McGirr interviews Danny Gould about building a truly LP-first fund-of-funds: retail SPVs for diversified access paired with an institutional “capital desk” that connects standout sponsors with family offices. Danny traces his path from leading a top Silicon Valley real estate team to co-managing a $300M hospitality portfolio, then pivoting to a FoF model that solves investor problems first—income targets, depreciation needs, and risk profile—before picking deals. He breaks down avatar-driven marketing (Stanford execs, physicians, senior sales pros) and why family offices require a long-game relationship approach. They wrap with how he's using HubSpot now—and AI soon—to scale high-touch nurturing without losing authenticity. Danny Gould Current role: CEO at Gould Capital Based in: Silicon Valley, CA. Say hi to them at: LinkedIn | Youtube Visit investwithsunrise.com to learn more about investment opportunities.  Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

"Your family is your God given guarantee to build wealth," declares LaVaisha Davis in this illuminating conversation about transforming how we think about family finances. As founder of Ell Wess Advisors, Davis brings a revolutionary perspective to wealth building that positions family relationships at the center of financial planning rather than as an afterthought.The smallest decisions made around your dinner table today could shape your family's financial trajectory for generations. Davis reveals how she and her husband mathematically planned their first business by calculating exactly what their dream lifestyle would cost—including raising four children—and then working backward to determine what kind of enterprise could generate that revenue. This methodical approach to wealth creation stands in stark contrast to the passion-first mindset that leaves many entrepreneurs financially vulnerable.What truly sets Davis's philosophy apart is the "Family CEO Mindset" that treats relatives as strategic assets with specific roles in a collective wealth-building enterprise. Rather than allowing children to choose arbitrary career paths, Davis advocates for guiding them toward professions that fill strategic gaps in the family's collective knowledge and influence. In her own household, she's intentionally cultivating one daughter for political power—recognizing that political influence represents a form of capital that traditional financial planning overlooks.The wisdom shared in this episode emerged from profound personal loss when Davis's brother died unexpectedly, leaving their mother without the financial resources to properly handle funeral arrangements. This tragedy became the catalyst for Davis's deep study of how wealthy families structure their affairs to handle both expected and unexpected life events without financial devastation. She transformed this painful experience into a wealth management approach that makes sophisticated financial planning accessible to families who aren't ultra-wealthy through what she calls the "virtual family office."Ready to transform how you think about your family's financial future? This conversation will equip you with both the mindset shift and practical first steps to begin building wealth that truly lasts across generations.Support the showhttps://www.patreon.com/c/EA_BookClub

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 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.

Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: Can open deal data and standardized reporting might help fix blended finance? How the Singapore-based Tsao family office deploys its capital towards impact (10:00). And, goodbye accelerators, hello venture studios – how emerging market investors are helping startups survive the valley of death in reaching impact at scale (15:07).Story links:“Can AI collapse transaction costs and make high-impact investments viable at scale?” by Human Planet's Florian Kemmerich.“Fix for blended finance: Open deal data and standardized reporting,” by Erik Stein“From Singapore, Tsao Family Office expands the LP pool for impact strategies in Africa,” by Jessica Pothering"These DIY investors are notching impact and exits with venture studios to build startups from scratch," by Lucy Ngige.

Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: Can open deal data and standardized reporting might help fix blended finance? How the Singapore-based Tsao family office deploys its capital towards impact (10:00). And, goodbye accelerators, hello venture studios – how emerging market investors are helping startups survive the valley of death in reaching impact at scale (15:07).Story links:“⁠Can AI collapse transaction costs and make high-impact investments viable at scale?⁠” by Human Planet's Florian Kemmerich.“⁠Fix for blended finance: Open deal data and standardized reporting⁠,” by Erik Stein“⁠From Singapore, Tsao Family Office expands the LP pool for impact strategies in Africa⁠,” by Jessica Pothering"⁠These DIY investors are notching impact and exits with venture studios to build startups from scratch⁠," by Lucy Ngige.

รมว.คลังสหรัฐฯ กดดัน Fed ให้เริ่มลดดอกเบี้ย 0.50% ตั้งแต่เดือนกันยายน และปรับลดรวมอย่างน้อย 1.5% ชี้ข้อมูลแรงงานอ่อนแอ หนุนให้ผ่อนคลายนโยบายเร็วกว่านี้ รายละเอียดเป็นอย่างไร ความขัดแย้งใน ‘ครอบครัว' มีแนวทางใดบ้างที่ไม่ต้องขึ้นศาล และมีข้อดีอย่างไร พูดคุยกับ ดร.นิติ เนื่องจำนงค์ ผู้อำนวยการอาวุโส Wealth Planning and Family Office ธนาคารไทยพาณิชย์

รมว.คลังสหรัฐฯ กดดัน Fed ให้เริ่มลดดอกเบี้ย 0.50% ตั้งแต่เดือนกันยายน และปรับลดรวมอย่างน้อย 1.5% ชี้ข้อมูลแรงงานอ่อนแอ หนุนให้ผ่อนคลายนโยบายเร็วกว่านี้ รายละเอียดเป็นอย่างไรความขัดแย้งใน ‘ครอบครัว' มีแนวทางใดบ้างที่ไม่ต้องขึ้นศาล และมีข้อดีอย่างไร พูดคุยกับ ดร.นิติ เนื่องจำนงค์ ผู้อำนวยการอาวุโส Wealth Planning and Family Office ธนาคารไทยพาณิชย์

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 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 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 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

This week on The Industrialist: Shop Talk, Jeremy, Jeff, and Will cover everything from industrial leasing headaches to college football season previews. The guys break down why their 27,000 SF heavy industrial listing isn't moving, the realities of a rent correction in the IOS space, and the challenge of standing out in a crowded DFW market. In market updates, they hit CRE stock performance, ETF skepticism, and the “Term of the Week”: Family Office—what it is, what it isn't, and why $100M might be the magic number.From there, the conversation runs through ACC football storylines, key matchups for Clemson, SMU, Florida State, Miami, UNC, and Pitt, plus some nostalgic detours on legendary players. Wrapping up, they spotlight two big industry moves: the launch of Eider Creek, a Texas-focused industrial investment and development firm, and S2 Capital's acquisition of Fort Capital's industrial platform.Link to Articles Mentioned: https://therealdeal.com/texas/dallas/2025/08/11/dallas-industrial-real-estate-veterans-launch-eider-creek/https://s2cp.com/s2-capital-enters-definitive-agreement-to-buy-industrial-real-estate-platform-fort-capital/

Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

Secret Thoughts of CEOS Ep. 140 Succession without Sabotage: How to Pass the Baton and Protect Your Culture with Andy Busser In this high-level conversation, Chris Yonker interviews Andy Busser, President and CEO of Pitcairn, a multi-family office with a deep legacy of serving ultra-wealthy families. Together, they unpack what it means to lead a family-owned enterprise, especially as a non-family CEO, and how modern governance, culture, and communication influence business longevity. Andy shares strategic insights and lived experience from both inside and outside the boardroom, including best practices for building fiduciary boards, designing family councils, developing rising generations, and aligning leadership around shared values. From employment policies to emotional landmines, this episode offers a rare look into the psychology, strategy, and heart of enduring family enterprises.   Timestamps 02:00 - Meet Andy Busser: from consulting and PE to Pitcairn's first non-family CEO 07:15 - Working with wealthy families: early client relationships that changed everything 11:10 - Educating the next generation: where and how to start the conversation 15:45 - Aligning values, interests, and business literacy in rising generations 20:00 - Family employment policies and why billion-dollar firms still lack them 24:10 - Hiring non-family CEOs and building fiduciary boards 28:40 - How to handle founder resistance, power transitions, and board pushback 32:20 - Addressing accountability and culture as primary family values 36:00 - Philanthropy: how separate pools can create clarity and harmony 39:30 - The importance of conflict, clarity, and governance documentation 45:15 - Trends in family business: what's changing, and what's still missing 50:30 - Why family retreats matter—and how to design them well 55:00 - Decision-making frameworks, role clarity, and culture building 1:00:00 - Andy's perspective on culture, hiring, and leadership assessments 1:04:15 - Where to learn more about Pitcairn and connect with Andy Quotes ·       "If you want to own the business for generations, P&L has to come last. It's not unimportant, it's a byproduct of vision, people, and strategy."[31:30] ·       "Problems age like milk, not wine. If you let them fester, they only get worse."[48:10] ·       "We're very intentional about the culture we want. Then we hire people who are great carriers of that culture."[60:45] Websites: ·       fambizforum.com. ·       www.chrisyonker.com ·       Pitcairn.com  Andy Busser President & Chief Executive Officer Bio: As CEO, Andy is responsible for guiding the firm's client-centric culture and overseeing all of Pitcairn's operations. His vision for the company is to continually evolve the Pitcairn client experience by enhancing the firm's integrated approach to sophisticated family office services for multi-generational families. Andy has a passion for solving complex problems. He also has a gift for establishing meaningful, lasting professional relationships. These traits were instrumental over the past decade as he spearheaded efforts to make Pitcairn's client experience a standard of excellence for family office service. His enthusiasm and curiosity inspire the entire Pitcairn team toward an unwavering focus on integration, innovation, and lifelong learning. Though known for his commitment to objective analysis, Andy sees Pitcairn as a driver of growth for both wealth and family relationships. His key priorities for Pitcairn are delivering an outstanding client experience, investing in talent, and leveraging technology. Andy's previous professional positions positioned him to acquire the knowledge, proficiency, and insight needed to steer a 100-year-old family office into its next century. Before becoming CEO in 2023, he served as Pitcairn's President of Family Office, where he led the firm's team of relationship managers, analysts, and client communications professionals. Prior to joining Pitcairn in 2015, Andy was a partner at Symphony Capital, a healthcare-focused investment manager of private equity and hedge funds, and a management consultant at The Wilkerson Group/Wilkerson Partners. A steadfast advocate for the importance of helping families become successful stewards of wealth, Andy is an in-demand public speaker and frequently presents at events hosted by industry organizations, such as Family Wealth Alliance, Family Office Exchange, and Family Business Magazine's Transitions and Family Business Legacy conferences. He is also sought out for his industry perspective by the business media and has been quoted in Barron's, Bloomberg, Crain Currency, NPR, Family Business Magazine, and elsewhere. He is also a regular contributor to Forbes where he writes a column about issues relevant to family office operations. Andy is a member of the Wigmore Association, a global collaboration of chief executive officers and chief investment officers from five leading family offices around the world. Additionally, he has served on multiple boards and is currently on the CEO Council of Family Wealth Alliance and is a trustee of the National Committee on American Foreign Policy. A graduate of Colgate University, where he majored in history, Andy is naturally creative and enjoys painting, especially landscapes. He is an avid reader and usually travels with a history or economics book in hand. Originally from Columbus, Ohio, Andy, his wife, and two sons now call suburban Philadelphia home. Whenever possible, Andy enjoys skiing in the Rockies or fishing the waters off Cape Cod.  

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 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 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 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 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 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 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 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 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/

What's the secret behind building long-term wealth, creating a legacy, and thinking like a billionaire? In this powerful episode of the Jake & Gino Podcast, Gino sits down with Richard C. Wilson, founder of Family Office Club and Billionaires.com, to unpack the strategies, mindset, and structure behind the ultra-wealthy's most powerful wealth-building tool: the family office.Whether you're just starting out or already investing in real estate or businesses, this episode will show you how to think holistically, establish core values, and build a legacy plan that scales with you. Richard shares personal stories, insights from interviewing over 40 billionaires (including Tony Robbins, Mark Cuban, and Tim Draper), and how proximity to the right people transforms your financial future.We dive deep into wealth allocation, parenting with purpose, the power of extreme focus, and why creating a family office is no longer just for billionaires. Learn how to structure your assets, who to include on your team, and why investing in yourself is the most powerful move you can make.Want to take the next step toward financial freedom and legacy wealth? Watch now and learn how to start your own family office—even if you're not ultra-rich… yet. Chapters:00:00:00 - Introduction to Happy Money and Family Offices  00:01:53 - Building Your Family Office Team  00:02:48 - The Family Office Model Explained  00:05:49 - Common Mistakes in Starting a Family Office  00:07:44 - The Power of Proximity and Relationships  00:11:11 - Purpose Over Money  00:15:28 - Understanding Wealth and Family Dynamics  00:28:42 - Common-Sense Wealth Principles  00:32:40 - The Game of Wealth Creation  00:35:43 - Misconceptions About Billionaires00:41:33 - Richard's Final Takeaways & Where to Find Him   We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

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 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.