Podcasts about family office club

Send us a textThis wealth manager reveals how their team designs balanced portfolios combining equities, bonds, and private investments — all under one structure.Her top takeaway: prepare for the drawdown before it happens.https://familyoffices.com/

Welcome to The Capital Raiser Show — the podcast where elite founders, operators, and investors reveal the exact strategies they used to raise millions (and sometimes hundreds of millions) in private capital. In this episode, Richard C. Wilson sits down with Michael, a serial entrepreneur who scaled three different companies to seven-, eight-, and nine-figure exits — including a $104M exit in just 3.5 years. Michael breaks down: How he spotted a regulatory gap and executed faster than anyone else Why emotional intelligence, not pedigree, determines entrepreneurial success What he calls the PHD advantage: Poor, Hungry, Driven The hidden downside of fast wealth creation (and how he overcame it) How he raised millions after burning through his own first $500K The moment Family Office Club training flipped the trajectory of his capital raising Why AI will create the largest wealth transfer in human history How to spot operators who will generate repeat wins — not one-time luck The rise of the "silver tsunami" and the trillion-dollar baby-boomer business sell-off Practical AI applications he's using today across sales, operations, and revenue recovery Why he believes the next decade will split society into two wealth classes Richard and Michael also explore how speed, courage, and strategic relationships create asymmetric outcomes — and why entrepreneurs who embrace AI now will dominate their industries. This is one of the most actionable conversations ever recorded on the show for capital raisers, operators, and investors hungry to scale faster. ABOUT THIS SHOW The Capital Raiser Show uncovers real frameworks, deal structures, and investor psychology used by top-performing entrepreneurs, family offices, and private investors. No theory. Only what works in the real world. POWERED BY FAMILY OFFICE CLUB This episode is brought to you by The Family Office Club, the world's largest community of private investors. Our investor club offers: • 30 nationwide events per year • 10,000 registered investors • 40 proprietary AI tools for capital raising & investor intelligence Learn more or apply to join at: https://FamilyOffices.com

Send us a textA veteran property investor shares the proven “B.R.R.R.” formula (Buy, Rehab, Refinance, Repeat) and the U.S. cities still offering homes under $100K.Hear how disciplined buying and long-term thinking can compound wealth faster than chasing the next trend.https://familyoffices.com/

Send us a textIn this episode, an experienced angel investor explains how she evaluates founders, the value of firsthand problem knowledge, and why the best investments balance limited downside with exponential upside.Learn her million-dollar lesson: success comes from focusing on asymmetry, people, and time.https://familyoffices.com/

Send us a textMeet Michael, a serial entrepreneur and investor who scaled a business to a $100M+ exit in just 3.5 years. In this interview, he shares his lessons from building and selling multiple 7, 8, and 9-figure businesses — and why he believes AI is the biggest wealth-creation wave of our lifetime.Inside this episode:– How Michael spotted the market opportunity that led to a nine-figure exit– The role of tenacity and emotional intelligence in building repeat success– Why he invests in “Baby Boomer businesses” and how AI creates a massive edge– What entrepreneurs and investors must do today to seize the last great wealth wave

Send us a textIn this episode of the Family Office Podcast, recorded live at the Beverly Hills Investor Club Summit, top investors and family office executives share how they manage teams, build relationships, and make deals in an increasingly virtual world.From Zoom and Slack to international team structures, you'll hear how they're balancing efficiency with the human connection that drives real business. The panel also closes with a look at some of the most fun and innovative investments they've made — from AI-driven platforms to eco-luxury yachts and waste-to-energy ventures.

Send us a textIn this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, we dive deep into how investors structure and de-risk opportunities in the fast-growing green energy and materials sectors.Our speaker explains how off-take agreements, royalty structures, and contract-backed revenue streams can deliver stable 20–40% returns — and why government policies can either accelerate or derail these projects.

What if your next move isn't about hustling harder, but about rethinking how the ultra‑wealthy build, manage, and protect their wealth? In this episode, Matthew R. Meehan and Luigi Rosabianca sit down with Richard C. Wilson: veteran deal‑maker, capital‑raiser, and founder of the Family Office Club.  Richard pulls back the curtain on family offices: what they actually do, how they differ from "regular" investment firms, and the mistakes even very wealthy people make when they ignore the fundamentals. We dive into investment strategies, trust building, deal flow, AI in finance, and why you need a "strike zone" rather than just shooting everywhere. This episode is for entrepreneurs who want to level up: not just chase money, but play in the big leagues with clarity, edge, and connection.

Welcome back to another episode of The Richer Geek Podcast. Today we are joined by Richard Wilson, CEO of Family Office Club, the largest investor community for ultra-wealthy families with over 7,500+ members and 16+ in-person events every year. Richard has spent 18 years studying how the richest entrepreneurs protect and grow wealth, building a global social network of 17M+ followers and interviewing billionaires to decode what truly moves the needle. In this episode, we chat about… What the ultra-wealthy are actually investing in right now Why investors are moving away from "spray and pray" diversification The rise of Bitcoin and collateral-backed deals Avoiding crowded, boring, and mediocre capital raises How mindset shifts as you level up net worth Why investors want to know you personally, not as a number The power of proximity and joining the right rooms Family Office myths vs. reality (fewer Rolex flexes than you think) Simple tools that make raising capital faster and more credible Key Takeaways: Trust beats hype. Today's capital wants security, clarity, and in-person relationships. Don't diversify blindly. Smart wealth plays offense where they know the game well. Alignment matters. Investors gravitate to founders with shared industry expertise. Materials make you investable. One-liner. One-pager. One-minute pitch video. Environment is everything. The right room can accelerate opportunity overnight. Be uniquely valuable. Say what no one else can say, that's how deals get attention.   Resources from Richard LinkedIn | Family Office Club | Billionaires.com (interviews & billionaire book lists)  Centimillionaire Strategies YouTube channel Resources from Mike and Nichole LinkedIn  | Gateway Private Equity Group | Barcelona Hotel Fund |   Nic's guide  

Send us a textIn this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, we explore why more U.S. investors and family offices are relocating to Puerto Rico for its unique tax advantages.Our guest breaks down how Act 60 (formerly Acts 20 & 22) provides extraordinary benefits — including zero tax on capital gains and reduced taxation on business income — all while maintaining U.S. citizenship.

Send us a textRichard C. Wilson, Founder & CEO of the Family Office Club, the world's largest investor community ,shares why today's market feels like a daily IQ test for every founder, investor, and dealmaker.As Warren Buffett famously said, “When the tide goes out, you see who's been swimming naked.”Right now, inflation, AI hype, and shifting capital markets are exposing who's truly sharp and who's asleep at the wheel.From overpriced deals and inflated service costs to lazy assumptions and “too good to be true” offers, Richard reveals how to stay alert, protect your capital, and make decisions like a family office.

Send us a textIn this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, our expert panel dives into the sophisticated tax and legal structures that family offices use to protect, preserve, and grow wealth.From Private Placement Life Insurance (PPLI) to Tax Advantage Corporations and SPVs, you'll hear how top investors structure deals for tax efficiency, asset protection, and multigenerational planning — and why most professionals overlook these strategies.

Send us a textIn this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, top family office leaders discuss one of the most important — and most human — aspects of wealth: how to communicate, educate, and connect across generations.From teaching children about finance and investing at an early age to integrating Gen 2 and Gen 3 into family office meetings, this conversation explores the values, respect, and real-world experiences that build lasting legacies.

Join Richard C. Wilson, founder of the Family Office Club, for a powerful announcement about The Family Office Formula — a 4-city live event series designed to help you think, negotiate, and invest like the ultra-wealthy. Each one-day event features centimillionaire and decamillionaire speakers, pro athletes, and top investors revealing 50 proven strategies to: ✅ Grow your balance sheet faster ✅ Structure and close deals more effectively ✅ Apply the mental models of the ultra-wealthy ✅ Negotiate joint ventures and partnerships ✅ Build long-term, generational wealth

Send us a textJoin Richard C. Wilson, founder of the Family Office Club, for a powerful announcement about the Family Office Formula — a 4-city event series designed to help you think, negotiate, and invest like the ultra-wealthy.Each one-day event features centimillionaire and decamillionaire speakers, pro athletes, and top investors sharing 50 proven strategies to:✅ Grow your balance sheet faster✅ Structure and close deals more effectively✅ Apply the mental models of the ultra-wealthy✅ Negotiate joint ventures and partnerships✅ Build long-term, generational wealth

Send us a textRecorded live at the Beverly Hills Investor Club Summit, this episode of the Family Office Podcast explores what truly drives success behind closed doors — how family offices structure their operations, communicate effectively, and build lasting relationships that lead to real opportunities.This conversation reveals what investors actually look for when building trust and how genuine connection often outweighs the hard pitch.

Send us a textIn this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, leading investors share their million-dollar insights — the lessons that separate top performers from the rest.From turning “broken” deals into profitable opportunities, to using systems and process instead of luck, this conversation reveals the mindset and strategy that drive elite investment success.

Send us a textRecorded live at the Beverly Hills Investor Club Summit, this episode reveals how top investors, family offices, and private equity leaders source deals without relying on traditional brokers — and where they find value others overlook.Discover how AI, relationships, and reputation all play a role in unlocking exclusive investment opportunities. Learn what separates elite dealmakers from the rest and how they consistently identify high-value assets others miss.

Send us a textIn this episode, Richard C. Wilson, CEO of the Family Office Club, interviews George Hall, founder of Exchange Place and former CEO of a $10 billion hedge fund.They dive deep into:- How structured notes and securitization are evolving- The democratization of alternative investments after the JOBS Act- Why deal structure often matters more than strategy- The future of fractional ownership in assets like sports, entertainment, and artGeorge shares unique insights from his hedge fund career and explains how his new platform, Exchange Place, is opening access to institutional-grade investments for family offices and accredited investors.

Send us a textRecorded live at the Beverly Hills Investor Club Summit, this panel brings together leading investors and family office executives to reveal how they find — and win — deals no one else sees.You'll hear real-world insights on how top dealmakers source opportunities through relationships, position themselves as trusted partners, and identify investments that deliver both growth and resilience.

Economic pressure is shrinking returns and tightening capital—but there's a smarter way forward. In this episode, Michael Blank reconnects with Richard Wilson, founder of the Family Office Club, to explore how multifamily operators can add new strategic layers—not abandon their base.Richard explains why family offices are focusing less on projected returns and more on trust, positioning, and access. He breaks down how top operators are earning investor confidence, raising capital through debt and niche strategies, and using AI to scale their investor reach and event ecosystems. This isn't about leaving multifamily—it's about unlocking more sophisticated pathways to grow wealth and build influence.Key TakeawaysRelationships outweigh returnsInvestors commit capital based on trust, not just numbers.Track records are only as strong as the operator's transparency during tough times.Desperation repels capital—authenticity and long-term engagement are key.Multifamily is a foundationReal estate experience builds credibility that opens doors to new asset classes.Diversification into storage, assisted living, or industrial doesn't replace multifamily—it expands the investor's options.Many capital raisers evolve beyond single-operator deals by layering in flexibility and variety.Great fund managers think like media companiesCreating value-rich content builds investor confidence long before a deal shows up.Every touchpoint—grad parties, social media, one-on-one texts—is a chance to reinforce trust.Consistent communication and thoughtful follow-up outperform one-off pitches.Family offices play a long gameThey don't just invest in deals—they invest in people with generational vision.Credibility, track record, and staying power are non-negotiables.It often takes years of rapport-building before a single dollar is committed—but the result is deep, repeatable capital.Connect with RichardWebsiteLinkedInConnect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.com Access the #1 FREE Apartment Investing Course (Apartments 101)Schedule a Free Strategy Session with Michael's Team of AdvisorsExplore Michael's Mentoring ProgramJoin the Nighthawk Equity Investor ClubReview the Podcast on Apple PodcastsSyndicated Deal Analyzer

Send us a textIn this powerful panel discussion from the Family Office Club, top investors and family office executives explore how to supercharge your investment opportunity set — finding and structuring deals that others never get to see.Learn how experienced investors identify off-market opportunities, build strategic relationships, and perform deep due diligence to reduce risk and enhance returns.Key topics include:✅ Sourcing exclusive and under-the-radar deals✅ How to gain access to top-tier investment opportunities✅ Balancing risk and reward through due diligence✅ Building relationships that lead to better deal flow✅ The evolving landscape of real estate, private equity, and venture investingIf you're an investor, fund manager, or entrepreneur looking to gain an edge in deal origination, this discussion delivers practical insights you can use right away.

Send us a textHow do elite athletes sustain peak performance—and build lasting wealth off the field?In this episode, NFL fullback Khari Blasingame (Philadelphia Eagles, Chicago Bears, Tennessee Titans) reveals how discipline, systems, visualization, and mindfulness helped him rise from an undrafted player to a six-year pro—and now, an investor and entrepreneur. Discover: How meditation and “warrior thinking” sharpen performanceThe mindset shift from athlete to investorHis approach to real estate, long-term investing, and building generational wealthLessons learned from costly mistakes and skipping stepsWhat it really takes to go from player to partner in business 

Send us a text Discover how top investors, family offices, and entrepreneurs are navigating today's fast-changing landscape with advanced strategies and AI-driven tools. Richard C. Wilson, Founder of the Family Office Club, shares insights from 18+ years, 300+ events, and 22,000 investor profiles—highlighting how to leverage AI for due diligence, deal structuring, and building trusted investor relationships. Our Investor Club Connects you to 1,000+ Investors, 25 Events a Year, and 40 Ready-to-Use Artificial Intelligence ToolsClients@FamilyOffices.com 

Welcome to another episode of Founders Club! On this episode we'll be talking to Richard Wilson about How To Raise Money For Real Estate Deals.   Connect with Founders Club Host Oliver Graf on Instagram: @OliverGraf360   In this episode of Founders Club, host Oliver Graf sits down with Richard C. Wilson, founder of the Family Office Club, the world's largest network of ultra-wealthy investors. Richard shares insider strategies on how to raise millions in capital for real estate deals directly from billionaires, centimillionaires, and family offices. Learn what high-net-worth investors are really looking for, how to structure deals they'll say yes to, and how to position yourself as a capital magnet. Do me a solid and…   Leave a 5 star review!   Find me on Instagram: @OliverGraf360   Founders Club TikTok: @FoundersClubPodcast   Subscribe to my YouTube channel: http://www.youtube.com/c/OliverGrafTV   Get on my VIP email list and get new episodes of Founders Club straight to you inbox: http://eepurl.com/g_L2Ev    Book me to speak: https://olivergraf.tv/speaking   Book a 1-on1 coaching session: https://calendly.com/olivergraf360/vip ► JOIN OUR NATIONWIDE REAL ESTATE TEAM: https://www.100commissionrealestate.com

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.

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)

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