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2 episodes with family office club
2 episodes with family office club
2 episodes with family office club
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.
On this episode of Unlimited Capital, Richard McGirr interviews Luis (Lou) Green about his path from a decade in e-commerce to partnering in Arbet Group and spinning up Arbet Capital Partners to lead the firm's capital division. They dig into why a separate capital arm enables feeder funds/SPVs and broader allocation for LPs, supported by communities like Family Office Club. Luis shares specific, high-touch outbound tactics—PERE-sourced lists, trigger-based calls, and creative “guerrilla” touches—to build institutional pipelines and keep investor relations centralized. Luis closes with a trust-first sales framework and the importance of systems, noting current initiatives like a $50M condo-conversion raise. Luis (Lou) Green Current Role: Managing Partner & Founder at Arbet Capital Partners Based in: St. Augustine, Florida Say hi to them at: LinkedIn | luisgreen.com 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
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 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, 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, 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 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 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, 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 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 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 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 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 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 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 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 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 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 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 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 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 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
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 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 textDiscover the top secret to raising capital faster and more efficiently from Richard C. Wilson, founder of Family Office Club. In this short video, Richard explains the most powerful shortcut: securing an anchor investor who has already built and exited companies or assets in your niche.Learn how to identify, approach, and benefit from strategic investors who can accelerate your capital raise by 4x or more. Whether you're in real estate, tech, or private equity—this tip could unlock your next big raise.
Send us a textWhat does it take to co-found 6 global leaders and scale dozens of ventures across 80+ countries?Discover how Kevin McGovern, Chairman of McGovern Capital, helped co-found 6 global category leaders and scale ventures to over $1 billion in revenue. In this fireside chat at the Family Office Club, Kevin shares real insights on building billion-dollar companies, sourcing high-quality deals, leveraging global joint ventures, and investing with purpose.With over 25 companies co-founded and business done in 80+ countries, Kevin offers rare lessons on capital raising, licensing, family office dealmaking, and creating impact-driven legacies.
Send us a textGo behind the scenes with Camille Homsier, CEO of a $B+ global family office, and a powerhouse panel of family office leaders from New York, LA, Chicago, and Dubai. Recorded live at the Hawaii Family Office Retreat, this candid conversation explores how the ultra-wealthy are navigating global volatility, investing in private markets, and building legacies through real estate, private credit, and venture capital.Topics include:100% alternative portfoliosReal estate as a foundation for wealthESG and impact investing from the GCC perspectiveBuilding long-term family continuityHow to structure for resilience in unpredictable times
In today's episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Richard Wilson, founder and CEO of the Family Office Club, to break down how the ultra-wealthy build, protect, and grow their assets. With more than 100,000 members and 18 years at the helm, Richard has helped thousands of family offices form investment strategies that create generational wealth. The episode opens with a look at what sets billionaires apart from the rest of us, from their appetite for risk to how they move quickly and avoid herd thinking. Richard explains that the most successful investors make bold, independent decisions, act fast, and play a long game within a narrow set of skills or markets. Richard also shares the three-bucket model he teaches for wealth management: public market investments, real estate, and direct investments in the business niche that created the wealth. He walks through how families allocate risk across these buckets and why having asymmetric returns and trust in your operators is crucial. The conversation turns to why the most successful investors don't chase pitches. They chase relationships. Family offices look for high-quality people, not just high-potential deals. Richard emphasizes that value-added connections, thoughtful deal structuring, and strong mental models are what win attention in a noisy space. He and Jonathan also discuss the importance of fast decision-making, the rise of AI tools to enhance due diligence, and how Richard's journey from a basement apartment to launching billionaires.com reflects the same lessons he teaches investors: add value first, go deep in your niche, and build something no one else can replicate. In this episode, you will hear: Traits that distinguish billionaire investors from the average high-net-worth individual Ways family offices allocate capital across asset classes The role of trust and consistency in attracting investor interest How asymmetric returns and thoughtful deal structures build long-term wealth Richard's approach to applying AI tools to improve decision-making Factors that make niche expertise more valuable than broad exposure How fast, focused action drives better outcomes in competitive markets Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Family Office Club website - familyoffices.com Centimillionaire Strategies on YouTube - www.youtube.com/user/familyofficesgroup Family Office Club on Facebook - www.facebook.com/familyofficeclub Family Office Club's Instagram - www.instagram.com/familyofficeclub Connect with Family Office Club on LinkedIn - www.linkedin.com/company/familyoffices Richard Wilson on X - x.com/RichardCWilson Connect with Richard on LinkedIn - www.linkedin.com/in/singlefamilyoffice Family Office Club's TikTok - www.tiktok.com/@familyofficeclub Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.
Send us a textWhat's the best advice investors can follow right now? In this closing session of the Family Office Club event, experienced investors across real estate, AI, art, sports, and sustainability share their #1 insights on how to grow and protect wealth over the next decade.You'll hear powerful guidance on:Investing with authenticity and purposeThe role of storytelling in portfolio strategyWhy uncertain times are a breeding ground for innovationThe importance of diversification and alignmentLegacy building through culture, education, and valuesWhether you're a family office, fund manager, or solo investor, these 60-second gems are filled with timeless wisdom for long-term investing success.
Send us a textDiscover how top investors are navigating today's complex markets and what's driving strong portfolio performance in 2025. In this insightful panel, investors share what's outperforming in their portfolios—from online gaming and digital assets to green infrastructure and AI—and what they're scaling back due to market volatility.They also discuss:Rebuilding strategies after climate disastersMonetizing youth sports and media platformsThe impact of tokenization and digital payment systemsWhy art, land, and sports investments remain antifragileHow to position for long-term ROI with resilience in mindWhether you're an individual investor, fund manager, or family office advisor, these real-world strategies will give you actionable takeaways to future-proof your investment approach.
Send us a textDiscover how experienced investors across real estate, tech, media, AI, art, and sustainability are building antifragile portfolios that don't just survive — they thrive through volatility, disruption, and global change.This panel, recorded live at the Family Office Club Super Summit, explores how investors are navigating market uncertainty, deploying capital into resilient asset classes, and turning passion into performance.Hear insights on:What it means to be an antifragile investorWhy legacy, authenticity, and alignment matter more than everStrategic trends in real estate, AI, sustainability, art, blockchain, sports, and digital mediaWhere capital is flowing in 2024 and what lies ahead
Ever wonder how billionaires actually build, protect, and pass down their wealth?In this episode, we sit down with Richard C. Wilson — founder of the Family Office Club and advisor to 100+ ultra-wealthy families — to pull back the curtain on the secret world of family offices.These private wealth systems are how the ultra-rich multiply assets, reduce taxes, manage risk, and preserve their lifestyle across generations. Richard breaks down how the top 0.01% think differently about money, legacy, health, and long-term investing — and why most people are playing an entirely different game.From billionaire mental models to the rise of AI in wealth management, and the quiet habits that actually build generational wealth — this episode reveals the strategies the wealthy never share on social media.Whether you're building your first million or planning 100 years ahead, this is your blueprint for playing the wealth game at the highest level.Level up your real estate game instantly - Join our Wealth Juice Real Estate Investor Network for less than $1/day https://www.skool.com/wealth-juice-investor-network-5387/about?ref=0b0b3cf0d0d2448f97b4a9d4f78a2220 RESOURCES
Send us a textWhat do billion-dollar family offices really look for in deals? In this powerhouse panel discussion from the Family Office Club Summit, top investors and allocators managing over $1B+ in assets reveal their insights on deal flow, capital structures, real estate, healthcare, AI, venture capital, and more.
Send us a textIn this fast-paced panel, active investors review and rate real brands and one-liners submitted by attendees—live. Watch as investors give their first impressions of logos and positioning statements, providing real-time feedback on clarity, impact, and uniqueness. This session offers actionable insights on how to sharpen your messaging, stand out from the crowd, and avoid the common pitfalls that get deals overlooked. Includes takeaways on using AI tools to craft powerful one-liners and improve pitch performance.----------------------------------------------------------------------------------------------------------------I founded the Family Office Club 18 years ago—now with 20 team members, over 1,000 active investors, and 22 events annually. We've built over 50 AI tools using data from 300 events. Event calendar: https://familyoffices.com/ Ways to join: https://familyoffices.com/join/Our most popular YouTube series covers capital raising, investor strategies, and billionaire interviews on Billionaires.com.Want free resources or one of my books on investing, family offices, or raising capital? Just ask. Richard@FamilyOffices.com | Text/WhatsApp: (808) 600-9260
Send us a textJohn started in retail, pivoted to self-storage, and scaled a vertically integrated empire worth over $100 million. In this high-energy Family Office Club fireside chat, he shares how he raised capital, built teams, failed forward, and exited for millions—all while staying true to his boots-and-jeans authenticity.✅ How he raised his first $1.5M with no prior track record✅ Building trust with investors through transparency✅ Lessons from two exits and a $1.8M personal return✅ Why being in the right rooms matters more than ever✅ And yes… the story behind that jacketThis is a masterclass in real estate, resilience, and relationship-driven capital raising.-----------------------------------------------------------------------------------------------------------------I founded the Family Office Club 18 years ago—now with 20 team members, over 1,000 active investors, and 22 events annually. We've built over 50 AI tools using data from 300 events. Event calendar: https://familyoffices.com/ Ways to join: https://familyoffices.com/join/Our most popular YouTube series covers capital raising, investor strategies, and billionaire interviews on Billionaires.com.Want free resources or one of my books on investing, family offices, or raising capital? Just ask. Richard@FamilyOffices.com | Text/WhatsApp: (808) 600-9260#SelfStorage #RealEstateInvestor #FamilyOfficeClub #CapitalRaising #PrivateEquity #WealthBuilding #Centimillionaire #StorageInvesting
Send us a textIn this insightful episode, experts discuss how emerging technologies like cryptocurrency, AI, and decentralized applications (dApps) are revolutionizing investment decisions and fundraising methods. Simon shares his journey from pioneering e-payment systems and cryptocurrencies in Asia to exploring innovative fundraising techniques through tokenization. He also delves into the growing trend of tokenizing real estate and physical infrastructure, and how these developments are shaping investment opportunities worldwide. The conversation also explores the evolving secondary market and the increasing role of private equity in a changing global economy. Tune in for valuable insights on how these cutting-edge technologies are breaking through barriers, offering new opportunities, and influencing investor strategies.-----------------------------------------------------------------------------------------------------------------I founded the Family Office Club 18 years ago—now with 20 team members, over 1,000 active investors, and 22 events annually. We've built over 50 AI tools using data from 300 events. Event calendar: https://familyoffices.com/ Ways to join: https://familyoffices.com/join/Our most popular YouTube series covers capital raising, investor strategies, and billionaire interviews on Billionaires.com.Want free resources or one of my books on investing, family offices, or raising capital? Just ask. Richard@FamilyOffices.com | Text/WhatsApp: (808) 600-9260
Dave sits down with Richard Wilson, founder of the Family Office Club and a prolific connector of the ultra-wealthy, to uncover what drives billionaire success. With insights gathered from interviewing 45 billionaires, reading over 125 books they've authored, and building an elite network of family offices, Richard reveals the key mental models and success habits that top performers use to win—over and over again. Listeners will learn: Why trust matters more than pro formas in investing The surprising importance of meeting people in person in the AI age Richard's personal mindset routine that includes 50 daily mental programming statements The three “trust curves” every capital raiser should understand Practical steps new investors can take to raise capital and build credibility - 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/
How do you turn your dreams into reality, even when life's obstacles stand in the way? In this episode, Bryan Sweet sits down with Richard Wilson, the dynamic founder of Family Office Club, to discuss how mindset and strategic planning can elevate your future. Richard shares his riveting journey from starting a humble blog to … Read More Read More
Send us a textWhat does it really take to build a family office from scratch? Yahya Mahmud went from a tech career to scaling a private credit and real estate business that led to a life-changing exit. In this fireside chat, hosted by Richard C. Wilson at the Family Office Club, Yahya shares:✅ How he leveraged systems thinking for sustainable wealth✅ His approach to private lending & co-investments✅ Why character returns when doing due diligence✅ The "barbell strategy" & his favorite mental models✅ What first-gen family offices get right (and wrong)Whether you're raising capital, building a legacy, or scaling your own family office—this is a masterclass in wealth creation through trust, leverage, and discipline.To attend upcoming investor events or explore membership:www.FamilyOffices.com/joinRichard@FamilyOffices.comCall/Text: +1 (305) 333-1155
What if you could tap into the exact investment strategies billionaires use to multiply their wealth—without being one?In this episode, I'm joined by Richard Wilson, founder of the Family Office Club and Billionaires.com. Over the last 18 years, Richard has analyzed over 1,000 billionaire strategies, advised more than 250 family offices, and built the world's largest network of ultra-wealthy investors.Today, he's sharing what he's learned from nearly two decades studying how the ultra-wealthy think, invest, and structure deals. From mental models and niche investing to AI-powered tools and negotiation tactics, you'll discover the exact strategies billionaires use—and how to apply them to grow your own wealth, no matter where you're starting.In this episode, you'll learn: 1.) How Richard built the #1 investor club for billionaires—and the exact mental models he's seen them use to spot better deals and scale with precision.2.) What he's learned from interviewing hundreds of billionaires and centi-millionaires—including insights from Tony Robbins, Mark Cuban, Kevin Harrington, and many others.3.) How to leverage AI to amplify your investment returns, streamline deal sourcing, and gain a competitive edge.Show Notes: LifestyleInvestor.com/243Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Send us a textAfter hosting 300+ events over the past 18 years, Family Office Club founder and CEO Richard C. Wilson shares 10 proven strategies for making the most of your time at investment conferences. Whether you're raising capital, investing, or building key relationships, these insights will help you unlock maximum ROI from every event you attend.
"The riches are in the niches" isn't just a catchy phrase – it's the cornerstone of successful real estate investing according to Alec McElhinny, founder and CEO of LandPlay. While most investors crowd into saturated multifamily markets, Alec has carved out extraordinary returns by focusing on two overlooked sectors: Flex Space and data center conversions.Flex Space developments serve blue-collar businesses like plumbers, HVAC technicians, and electrical contractors – recession-proof companies generating millions in revenue while needing minimal square footage. These smaller bay sizes (1,500-12,000 sq ft) command premium rental rates per square foot while offering tenants precisely what they need. The beauty of this model? Less competition, easier approvals, lower construction costs, and higher returns than traditional commercial real estate.Alec's current project exemplifies strategic positioning. Located in New Braunfels – the fastest-growing city in Texas within the fastest-growing county in America – his development sits along I-35 with visibility to 150,000 daily vehicles. This corridor will welcome approximately 1.5 million new residents over the next decade, creating unprecedented demand for commercial space that serves essential businesses.For investors seeking even higher returns, Alec discusses data center conversions – particularly office buildings that can access 20-30 megawatts of power and need minimal structural modifications. With AI development accelerating and major tech companies relocating to business-friendly states like Texas, these conversions can potentially double or triple investments within just a few years.What separates successful developers from the crowd? Alec credits rigorous due diligence: "Development due diligence is like solving a mystery – how come nobody's bought this yet and built what I want to build here?" Understanding water access, zoning restrictions, and lease-up potential often reveals why seemingly perfect properties remain undeveloped.Whether you're an accredited investor seeking higher returns or a developer looking for your next opportunity, this episode delivers actionable insights into tomorrow's most profitable real estate niches. -----Learn more about Alec's real estate projects at https://land-play.com/To learn more about Jonathan's recession resilient mobile home park real estate Fund & Flex Space Development investments for Accredited Investors: https://www.midwestparkcapital.com/To learn more about Jonathan's business growth consulting and fractional CMO services, and digital marketing for small businesses:https://www.revenueascend.com/consulting/The Family Office Club was founded in 2007 and has now become the world's largest association in the industry with over 7,500 registered ultra-wealthy investors-Richard C. Wilson is the partner of the Accredited Investor Podcast: https://familyoffices.com/To get your very own podcast guesting tour of 20, 40 or 60 episodes as a guest and become the celebrity thought leader in your industry: https://getpodcastbookings.com/Sign up to get on the list for the World's Most Exclusive Social Networking App: https://www.prestigesocialapp.com/To those looking to potential exit or sell their business or talk about potential business roll up partnerships:https://www.businesscashout.com/Join one of the fastest growing real estate groups on Facebook, which is our 27,400 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414To learn more about mobile home investing, acquiring your first mobile home park: https://www.mobilehomewealthacademy.com https://linktr.ee/jonathantuttle
Send us a textDiscover how billionaires think, make decisions, and move fast in a world of constant change. In this keynote, Family Office Club founder Richard C. Wilson shares insights from interviews with billionaires, ultra-wealthy investors, and family offices managing $100M+ in assets. Learn the key mental models, productivity habits, and mindset shifts that separate billionaires from everyone else.Whether you're an entrepreneur, investor, or high achiever aiming to level up, this talk breaks down the traits that help the ultra-rich stay agile, decisive, and in constant motion — even when others are frozen.
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Send us a textIn this exclusive Family Office Club Fireside Chat, Richard C. Wilson sits down with John Lettera, co-founder of Fairbridge Asset Management, to explore how he built a $1 billion+ real estate platform from scratch—without an Ivy League pedigree, and with a military-honed mindset of discipline, transparency, and boots-on-the-ground diligence.John shares:How he scaled from $100K to $1B+ in real estate assetsWhy institutional capital found himThe power of walking every property himselfWhy real estate is “99% B.S.” and how to cut through itThe investor mindset shift that separates $50M players from $1B platformsHis take on sweat equity, downside risk, AI in real estate, and why he never chases capital
In this episode of The Property Profits Podcast, host Dave Dubeau sits down with Andres Ospina, a capital raising expert with deep experience in the world of family offices. Andres shares insights on how the landscape of raising private capital has evolved over the past 15 years—and how digital branding plays a critical role in success today. As the man behind FamilyOffices.com and Family Office Club, Andres has built a vetted network of 8,000 active investors, including ultra-wealthy families and professionals transitioning into investment roles after major liquidity events. He explains how these families think, how they structure their legacy planning, and why trust and branding are just as vital as the numbers behind the deal. You'll learn about: The true nature of family offices and how they operate How Andres and his team support investors through education and due diligence Why personal branding, podcasts, and video content matter more than ever in raising capital Real-world examples of entrepreneurs who've successfully leveraged media and storytelling to attract investment Why a video with just 300 views could be worth $200 million - 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/
My guest in this episode is Richard C. Wilson is the founder and CEO of the Family Office Club, the largest association of family offices globally, with over 4,000 registered ultra-wealthy investors and members. He is a pioneer in the family office industry, helping high-net-worth individuals and entrepreneurs set up and scale their own single family offices while also connecting them to deal flow, capital, and strategic partnerships.Richard is the author of several bestselling books including The Single Family Office and Capital Raising: How to Become a Capital Raising Machine, and has spoken in over 17 countries on family office strategy, capital raising, and private wealth management. Through his work, he has helped countless families protect, grow, and pass on their wealth with purpose.As a thought leader and investor, Richard brings a unique inside look at how the ultra-wealthy operate — and how others can apply those same principles to build generational wealth.Interview Links:Family Offices https://familyoffices.com/Subscribe To Our Weekly Newsletter:The Wealth Dojo: https://subscribe.wealthdojo.ai/Download all the Niches Trilogy Books:The 21 Best Cashflow NichesDigital: https://www.cashflowninjaprograms.com/the-21-best-cashflow-niches-bookAudio: https://podcasters.spotify.com/pod/show/21-best-cashflow-nichesThe 21 Most Unique Cashflow NichesDigital: https://www.cashflowninjaprograms.com/the-21-most-unique-cashflow-nichesAudio: https://podcasters.spotify.com/pod/show/21-most-unique-nichesThe 21 Best Cash Growth NichesDigital: https://www.cashflowninjaprograms.com/the-21-best-cash-growth-nichesAudio: https://podcasters.spotify.com/pod/show/21-cash-growth-nichesThe 21 Next Level Cashflow NichesDigital: https://www.cashflowninjaprograms.com/the-21-next-level-cashflow-niches-book-free-downloadAudio: https://podcasters.spotify.com/pod/show/the-21-next-level-nichesListen To Cashflow Ninja Podcasts:Cashflow Ninjahttps://podcasters.spotify.com/pod/show/cashflowninjaCashflow Investing Secretshttps://podcasters.spotify.com/pod/show/cashflowinvestingsecretsCashflow Ninja Bankinghttps://podcasters.spotify.com/pod/show/cashflow-ninja-bankingConnect With Us:Website: http://cashflowninja.comPodcast: http://cashflowinvestingsecrets.comPodcast: http://cashflowninjabanking.comSubstack: https://mclaubscher.substack.com/Amazon Audible: https://a.co/d/1xfM1VxAmazon Audible: https://a.co/d/aGzudX0Facebook: https://www.facebook.com/cashflowninja/Twitter: https://twitter.com/mclaubscherInstagram: https://www.instagram.com/thecashflowninja/TikTok: https://www.tiktok.com/@cashflowninjaLinkedin: https://www.linkedin.com/in/mclaubscher/Gab: https://gab.com/cashflowninjaYoutube: http://www.youtube.com/c/CashflowninjaRumble: https://rumble.com/c/c-329875
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