Podcasts about family office club

Looking to raise capital and elevate your business? Discover how proximity, trust, and AI can be game changers in the world of family offices. In this episode of Sharkpreneur, Seth Greene interviews Richard Wilson, Founder & CEO of Family Office Club, who shares expert insights on navigating the world of family offices, capital raising, and building trust with investors. With 18 years of experience and a reach of 18 million across his social platforms, Richard discusses the power of proximity to highly successful entrepreneurs and how leveraging AI tools can give you an edge in investor relations. Tune in as he unveils the mental models and strategies that have helped him build a thriving community of capital-raisers and investors. Key Takeaways:→ Surrounding yourself with highly successful entrepreneurs and investors elevates your thinking and expands your opportunities. → The most important aspect of pitching is building trust before presenting. → Pitching without adding value or establishing trust is a common mistake among capital raisers. → Leveraging AI tools can significantly enhance decision-making, messaging, and client engagement for capital raisers. → Live events where investors and capital-raisers can meet face-to-face increase the chances of success by 16 times. Richard C. Wilson is the founder of the Family Office Club, a global investor community with millions of members and dozens of live events each year, serving professionals in the family office and private wealth sectors. He has built the leading media platform in this niche, including the most-visited website, the top-ranked podcast, and the most-watched YouTube channel dedicated to family offices.Richard is also the creator of Investor Super Intelligence, an AI platform that models how investment deals are sourced, evaluated, and closed, based on thousands of investor conversations and real-world deal workflows. He is the author of 13 books, has spoken on over 1,000 stages and podcasts across 20 countries, and runs Billionaires.com, a leading resource on the mental models and strategies of ultra-high-net-worth families. Connect With Richard:Website: https://familyoffices.com/Instagram: https://www.instagram.com/familyofficeclub/Facebook: https://www.facebook.com/familyofficeclubLinkedIn: https://www.linkedin.com/company/familyoffices/YouTube: https://www.youtube.com/@FamilyOfficeClub

Join an active community of RE investors here: https://linktr.ee/gabepetersenWHAT IS A FAMILY OFFICE AND WHY SHOULD EVERY REAL ESTATE INVESTOR KNOW THIS?In this episode of The Real Estate Investing Club, host Gabriel Petersen sits down with Richard C. Wilson — founder of FamilyOffices.com and the Family Office Club — to uncover one of the most powerful and underutilized capital sources in real estate investing. If you've been wondering how to raise capital for your next syndication or private equity deal, this is your roadmap.

In this episode of the Capital Raiser Show, hosted by Richard C. Wilson and powered by Family Office Club, we sit down with RT "Rey" Treviño III, President of Pecos Valley Partners, for a deep dive into scaling, risk management, and long-term wealth creation through energy investments. Interviewed by Lisa Carmen Wang, Rey shares how his third-generation investment firm has navigated volatility, structured LP partnerships, and built a platform generating strong annual returns — while positioning for long-term U.S. energy dominance. Inside this conversation: How Rey scaled a billion-dollar real asset platform Why legacy oil & gas assets may offer overlooked upside The operator advantage: cutting costs and increasing transparency How LPs can access active tax deductions in energy deals Risk mitigation strategies in volatile commodity markets Why AI, data centers, and energy demand are reshaping the future The role of oil & gas in long-term American energy leadership Rey breaks down the numbers behind conventional drilling strategies, targeting 18–24 month capital recovery windows, and explains why patience and disciplined underwriting matter more than daily oil prices. If you're a family office, accredited investor, or capital raiser exploring real asset exposure, this episode offers a candid look at how experienced operators evaluate deals, structure partnerships, and think generationally. To connect with investors and attend one of 30+ live events per year, visit familyoffices.com.

Money shouldn't be slow, expensive, or confusing and it definitely shouldn't make you work harder to get less back. We sit down with a Web3 veteran, May Mahboob of MegPrime who's helping build a compliance-first payments network that removes middlemen, speeds up settlement, and channels savings back to people through meaningful rewards. Instead of hype or speculation, the focus is practical utility you can feel in daily life: bill pay that earns, coffee that counts, and rent that moves you closer to owning a home.We unpack why traditional payments stack up fees and float, and how that cost quietly shows up in higher prices and multi-day delays. Then we dig into a new model that pairs regulatory alignment with smart engineering: users can earn up to 20% back across everyday spend, while merchants still settle in fiat through a patented bridge that keeps treasury risk off their plate. That design makes adoption simpler for both sides and turns rewards from scattered points into a single, usable balance.Housing affordability takes center stage as we explore partnerships aimed at real outcomes, including paths to 2.99% mortgage rates and programs that credit up to 12 months of rent toward a purchase. We also talk about the bigger picture: why compliance is a competitive advantage, how trust scales when you ask for the rules first, and why the next decade of fintech will be defined by utility over speculation. If you're ready for money that moves faster and works harder, this conversation offers a clear roadmap and concrete ways to get started.Enjoy the episode, then subscribe, share it with a friend, and leave a quick review to help more listeners find the show.-----Learn more about May Mahboob and MegPrime:1. https://megprimepay.com/2. https://www.youtube.com/@MegPrimePay3. https://www.instagram.com/megprimepay/4. https://www.facebook.com/megprimepayTo learn more about Jonathan's recession resilient mobile home park real estate for Accredited Investors: https://www.midwestparkcapital.com/To learn more about Jonathan's Google Ad Agency for those businesses who spend a minimal of $10k per month in ad spend and want to scale with top 1% performance:https://www.revenueascend.com/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 15, 30 or 45 episodes as a guest and become the celebrity thought leader in your industry: https://getpodcastbookings.com/

Send a textIn this deeply moving and unfiltered conversation, billionaire philanthropist and investor Paul Hutchinson joins Richard C. Wilson for a Fireside Chat that transcends money. Paul shares how he went from building a $20M exit and launching a top-performing private equity firm to risking everything—his capital, reputation, and life—to fight child trafficking on the front lines.You'll hear firsthand how charity work reshaped his business vision, why healing and impact go hand-in-hand, and the story behind his real-life undercover missions in some of the world's most dangerous environments. This episode is about more than success—it's about significance.Highlights include:The $20M exit that launched his investing careerHow a call from the Attorney General changed everythingWorking with Tony Robbins and Angel StudiosLeading with courage and protecting the vulnerableThe deep link between legacy, healing, and capital.More at: FamilyOffices.comhttps://familyoffices.com/

Send us a text"When you are weak, do not bluff. Overselling your position can burn years of trust."In this exclusive Billionaires.com interview, technologist, banker and long term operator Pavan Agarwal shares how he has spent decades at the intersection of artificial intelligence, real estate and financial services.Pavan grew up helping his family build Sun West Mortgage, which started with less than $100,000 and became a multi billion dollar national mortgage lender and servicer. As a first generation immigrant who wrote his first AI program in 1985, he understands both the emotional side of homeownership and the deep technical side of lending.In this conversation with Richard C. Wilson (Billionaires.com and Family Office Club), Pavan talks about:How Sun West survived the 2008 crisis with only $50,000 left and why long term partners stepped in to helpWhy AI is more like an ocean than a short term wave and why most people are chasing hype instead of fundamentalsHow AngelAi, a fintech AI companion, works to reduce bias, build trust and simplify life changing financial decisionsHow an AI patent portfolio received a valuation of more than $100 billionWhat gets his attention when a founder does not have a big track record yetThe biggest mistakes he sees investors and founders make and how to think in cycles instead of headlinesIf you are interested in AI, real estate, mortgages, wealth building or family office investing, this interview is packed with practical insights and real stories.Subscribe for more billionaire and decamillionaire interviews:Billionaires.com | FamilyOfficeClub.comhttps://familyoffices.com/

Send us a textIn this powerhouse keynote, Richard C. Wilson, founder of the Family Office Club, shares the most valuable insights gained from 18 years of building the #1 investor club in the world ,with over 300 events, 17.9 million social media members, and deep relationships with billion-dollar families, centimillionaires, and super founders.Whether you're a founder, capital raiser, fund manager, family office, or investor — this is the mental model masterclass you didn't know you needed.Inside this talk:

Send us a textIn this closing session of Day 1 of the 12th Annual Family Office Super Summit, Richard C. Wilson shares key takeaways from a packed day of investor panels, founder insights, and AI strategy tools that are changing the game for capital raisers and allocators.Richard covers:40+ Ready-to-Use AI Tools for Investors & FoundersWhy timing technology trends like AI, quantum, and robotics mattersReal-world use cases of how family offices are leveraging these toolsHow tools like Clara, Dewey, VETI, and Hyperintelligent save time, reduce risk, and help close more dealsBuilding investor trust through pitch architecture, deep due diligence, and verified dataHow to get the most ROI from live events and the Family Office Club communityWhat's coming on Day 2: More investor panels, founder firechats, and advanced strategiesThis is built on 1,500+ investor presentations, decades of data, and $1B+ in real transactions.If you're a founder, fund manager, or private investor, this session will give you the clarity, tools, and frameworks to level up immediately.

How Billionaires Think Differently—and Why That Changes Everything ?Most entrepreneurs work harder, grind longer, and follow “best practices,” yet still feel stuck at the same revenue ceiling. The uncomfortable truth? What limits growth isn't effort—it's mindset, positioning, and who you're learning from. In this episode, Kenner sits down with Richard Wilson of Billionaires.com and Family Office Club to unpack what truly separates billionaires from everyone else.Richard has spent over a decade studying billionaires up close: working directly with them, closing transactions, reading more than 130 books written by billionaires, and even building AI tools trained on nearly 1,000 billionaire talks. What he shares isn't theory—it's pattern recognition from real-world exposure.A key insight emerges early: billionaires lean into ideas that get laughed at and instinctively reject ideas everyone agrees with. When a room nods in approval, they know they're in the wrong place. This contrarian instinct, paired with deep focus on a few niches, shows up repeatedly in how they build businesses, allocate capital, and choose who they spend time with.The conversation also explores how Richard built authority by giving away value for free—blogging, speaking globally, and creating content long before it was fashionable. That long-term approach ultimately led to owning FamilyOffices.com, hosting hundreds of events, and building a network of thousands of active investors.AI also plays a central role. Rather than replacing human judgment, Richard explains how billionaires use AI as leverage—filtering investor profiles, spotting patterns faster, and accelerating decisions that would otherwise take months. The combination of in-person relationships and intelligent digital tools is what allows capital to move faster and more efficiently today.For solopreneurs, real estate investors, and founders trying to scale from “doing deals” to building ecosystems, this episode offers a rare look behind the curtain. It's not about shortcuts—it's about changing inputs so outputs naturally improve

Send us a textFinal episode of Inside the Family Office: Live Investor PanelReal family office practitioners and allocators share how they structure deals, protect families, and think about wealth:  Investor Brian closes the panel with stories and principles from decades of real estate and business building – starting with an 8x return on a 4-H piglet as a kid. He breaks down how he bought distressed Phoenix property at a fraction of replacement cost, why you must “run into the burning building” when everyone else is fleeing, and how to avoid piling into yesterday's winners at today's low cap rates. Brian outlines his goal of seven super-pillars of passive income across real estate, private equity, syndicated deals, and options, and shares his non-negotiables for alignment: deep-pocketed partners, operators who only win after investors win, and real skin in the game. The panel ends with a strong reminder to respect other people's capital and only raise money if you're prepared to protect it.

Send us a textEpisode 4 of Inside the Family Office: Live Investor PanelReal family office practitioners and allocators share how they structure deals, protect families, and think about wealth:  Family office principal Mark Weinstein shares how he combines a $1.5B real estate portfolio with a deep commitment to philanthropy, including dedicating 25% of his estate to charitable causes. He explains why his operating companies focus on multifamily and student housing, what he learned owning thousands of beds across major universities, and how the asset class behaved through COVID. Mark details his new value-add student housing fund, diversification across campuses, and how he thinks about 1031s, depreciation, and long-term holds. Dr. Cook adds context from her vantage point as both professor and investor in student housing communities.

Send us a textEpisode 3 of Inside the Family Office: Live Investor PanelReal family office practitioners and allocators share how they structure deals, protect families, and think about wealth:  John, who works inside a single family office's trust company, explains how they custody over $70B in assets with a focus on alternative assets inside self-directed IRAs, Roth IRAs, HSAs, and solo 401(k)s. He walks through real examples of using these vehicles to buy property and earn profits with zero tax, and why he's obsessed with Roth structures for families and principals. John also touches on recent policy interest in alternatives within retirement plans and the explosive growth in investors seeking non-correlated assets. Dr. Cook closes with her own experience allocating Roth capital into crypto and other alternatives.

In this episode of The Capital Raiser Show, I sit down with Michael & Samantha Guthrie of Pacific Capital LLC — founders who scaled one of the largest independent ATM networks in the country to an 8-figure exit. We cover the exact strategies that helped them: Think differently in a wholesale-driven model Partner instead of compete in a saturated market Navigate a successful industry-timed exit Negotiate smart by creating a multi-buyer dynamic Reinvest post-exit into private lending, passive income, and tax-efficient assets We also talk about how they approach capital raising today, the mindset that helped them scale lean with just four employees, and the "PITA Principle" that helped streamline operations before their exit. If you're a founder, family office investor, or dealmaker trying to build something real, this conversation is packed with hard-won insights and tactical advice from two entrepreneurs who've lived it — and exited successfully.

What if we told you that the world's ultra-wealthy are powering an investment vehicle bigger than private equity and venture capital—managing a mind-blowing $14 trillion—and yet, most people have no idea what a family office actually is? Get ready to have your perspective shifted in this episode of Thrive Loud with Lou Diamond!Host Lou Diamond sits down with Richard Wilson, founder of the Family Office Club, leader of the largest global investor community in the family office niche. Coming to us from Hawaii and fresh off a mega event in South Florida, Richard pulls back the curtain on:How family offices became the global investment powerhouseThe biggest challenges family office investors face—including the trust crisis and AI-fueled disruptionWhy so many hedge funds are converting to family offices, and what that means for the industry's explosive growthThe all-powerful daily practice that has made Richard millions (and how you can use it yourself)Personal insights into balancing ambition, family, and well-being—plus a peek at Richard's goals for 2026Rapid-fire fun: favorite movies, songs, family adventures, and dream destinations (yes, even for someone living in Hawaii!)Whether you're interested in elite investing, the psychology of influence, or want practical advice for thriving every day, this episode is packed with inspiration and actionable wisdom.Episode Overview:[00:00:02] Show intro: Meet host, Lou Diamond and guest, Richard Wilson[00:01:11] How Richard discovered and built the Family Office Club[00:02:16] What is a family office? And why are they so important?[00:03:32] The challenges family offices face today: Trust and adaptation in a changing world[00:04:40] Hedge funds turning into family offices—industry secrets revealed[00:06:39] Legal and regulatory definitions, and what's really a family office[00:07:42] Richard's simple, millionaire-making daily practice (and how YOU can do it)[00:10:32] 2026 goal setting—a behind-the-scenes look at Richard's annual targets[00:12:02] Personal and family goals: Health, fatherhood, adventure, and thriving in business and life[00:14:06] Where to find Richard Wilson and Family Office Club resources[00:14:35] Fun Street rapid fire: Movies, music, food, adventure, dream destinations[00:17:54] Outro and next steps to keep thriving!Ready to learn firsthand what it means to operate at the next level? Press play and jump in!

Send us a textEpisode 2 of Inside the Family Office: Live Investor PanelReal family office practitioners and allocators share how they structure deals, protect families, and think about wealth: Isaac, a former Morgan Stanley advisor who now runs a multi-family office and investment bank in L.A., walks through how his team allocates across public and private markets. He explains why secondaries and “cleaning up cap tables” are attractive right now, how he thinks about SPVs and fee layers, and why infrastructure and process matter more than chasing the latest hot sector. Isaac also pushes back on “country-club investing” and urges families to only back deals that truly fit their objectives, liquidity, and decision-making capacity. Dr. Cook reinforces the critical – and often neglected – role of back-office infrastructure in family office success.

Send us a textEpisode 1 of Inside the Family Office: Live Investor PanelReal family office practitioners and allocators share how they structure deals, protect families, and think about wealth: Dr. Cook opens the panel and sets the stage for a rapid-fire conversation with experienced investors. KC of Family Wealth Leadership explains why his multifamily office focuses on families between roughly $25M and $300M, how they build diversified portfolios with funds and alternatives, and why his primary investment is in the family itself. He breaks down how foundations and “boots on the ground” philanthropy keep families aligned, and shares a blunt warning about emotional decision-making and over-entitled heirs. Dr. Cook closes by pulling out how he operates as a Family Enterprise Officer, coordinating specialists around each family.

Send us a textRichard Wilson, CEO of the Family Office Club, shares real-world insights on how to tell if an investor is serious or just stringing you along. From his experience closing 19 deals with a top investor over six years to spotting red flags early, learn why patience matters for big checks, how to trust your gut, and when to walk away from deals or partnerships.Avoid long-term pain and make smarter investment decisions by listening to your instincts and understanding investor behavior.https://familyoffices.com/

Send us a textRichard Wilson, CEO and Founder of the Family Office Club, explains the concept of strategic choke points, critical assets or positions in your business that, once acquired, drive growth, profitability, and stability. Learn how to identify friction points, control access, and create leverage in your industry using real-world examples and the “Flywheel Effect.”Discover how understanding and owning these choke points has brought millions and long-term security to Richard's company, and learn how you can apply the same strategies to your business.Join the Family Office Club for exclusive insights, 30 nationwide events, 10,000 registered investors, and 40 proprietary AI tools: https://familyoffices.com/https://familyoffices.com/

Send us a textIn this Family Office Club Summit session, Richard C. Wilson breaks down how billionaires think about distribution, deal flow, and “strategic choke points” and how you can apply the same mental models to your own business, investor club, or family office.Richard shares real examples from 18+ years of running investor clubs, including:– How one member met a CPA at an event who went on to refer 43 investors– How Michael Scott used ideas from these events to raise $8M and later have a $100M exit– Why distribution and choke points are worth millions when you design them intentionallyWhat you'll learn in this talk:- Why attending live investor events and summits can lead to exponential outcomes from just one connection.- What a “strategic choke point” is (from Vern Harnish's Mastering the Rockefeller Habits) and how to build your own.- How top private equity firms quietly generate proprietary deal flow with a simple, low-cost outbound process.- How to think about distribution in terms of capital, information, deal access, and relationships.- Ways to create “unfair advantage” with positioning, naming, and niche focus.- The difference between having a strong, clear position and keeping your deal structures flexible.- How creative structures like gross revenue royalties, anchor investors, and multiple share classes can unlock deals.- Why most wealthy investors care more about trust, alignment, and structure than just headline returns.- How to “train your gut” and think more strategically like a centimillionaire or billionaire.Resources mentioned in the talk:– ChokePoint Coach (AI tool on strategic choke points inside the Family Office Club portal)– Deal Structure Ninja (AI tool to brainstorm and improve deal structures)– Billionaires.com — interviews where billionaires share the one choke point or turning point that changed everything– FamilyOffices.com — more on our events, investor club, and membership optionsIf you're serious about raising capital, improving deal flow, or scaling your investor platform, this session will give you frameworks you can use immediately.To learn more or apply to join the Family Office Club, visit:https://FamilyOffices.com/joinhttps://familyoffices.com/

In this episode of the Capital Raiser Show, Richard C. Wilson sits down with Jeff Hoffman—serial entrepreneur and Billioanire, Priceline.com/Booking.com founding team member, inventor of the airport check-in kiosk, Grammy and Emmy winner, and chairman of the Global Entrepreneurship Network. Out of 275+ events and 2,000+ speakers, Jeff has been rated the single best speaker to ever hit the Family Office Club stage—and you're about to hear why. Jeff unpacks the mindset shift that changed everything for him: real leaders don't create followers, they create other leaders. He shares how stepping out of the way, serving his team (including literally picking up a 20-year-old's dry cleaning), and obsessing over operational focus—"if it doesn't sell more hotel rooms, don't do it"—helped scale Priceline/Booking.com into a global giant. Jeff explains how to avoid being "blinded by your own brilliance," including the lesson he learned from Sam Walton: stop listening to experts and start listening to your customer (the "farmers"). He also dives into defining success and failure upfront on a single sheet of paper, wiring money back to investors when metrics showed they wouldn't hit the mark, and why most founders completely mishandle investor relations by only calling when they need cash. On the culture side, Jeff shows how you keep a team so engaged that nobody quits—by knowing exactly why each person comes to work (like buying a mom a house) and tying their personal goals to the company mission. He challenges the "grind 24/7" culture, arguing instead for working smart, automating ruthlessly, and reserving the all-nighters for the rare moments that truly matter. Jeff closes with his work at the Global Entrepreneurship Network (200 countries) and World Youth Horizons, redefining entrepreneurship as self-determination and teaching people—especially youth—how to design their own future instead of depending on anyone else. If you care about scaling a business, leading people well, raising capital intelligently, and living a life that actually aligns with your values, this conversation is a masterclass. To meet investors in person and plug into our ecosystem, visit https://familyoffices.com/. Our investor club offers 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools to help you raise capital and grow your platform.

Send us a textFamily Office Club founder Richard C. Wilson explains the art of deal structuring — listening deeply to investors' goals, tailoring terms to match their comfort zones, and leveraging “anchor investors” from within a niche to validate deals.Recorded live at the 2025 Super Summit, Richard shows how being flexible and investor-centric transforms cold pitches into lasting partnerships.If you want to understand how top family offices think when reviewing opportunities, this clip distills 18 years of lessons into five powerful minutes.This clip was taken from the Niche Investment Strategies Panel, filmed live at our Family Office Club Super Summit.To become part of our investor community — with 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools — visit https://FamilyOffices.com#DealStructuring #FamilyOffices #CapitalRaising #InvestorRelations #PrivateInvestinghttps://familyoffices.com/

What if the difference between getting funded—or getting ignored—came down to one sentence, one structure, or one mindset shift? In this episode of The Root of All Success, Jason Duncan sits down with Richard C. Wilson, founder & CEO of the Family Office Club, the largest community of ultra-wealthy investors on the planet. Richard has personally built relationships with more than 1,500 investors, interviewed 47 billionaires, and built an ecosystem that helps founders raise capital with precision. This conversation goes far deeper than money. Richard reveals what billionaires REALLY look for, how deal structures make or break fortunes, and why founders fail long before they enter the room.

Send us a textA seasoned investor explains how he pivoted from operations into multifamily, self-storage, and private lending.His advice: ignore flashy IRRs — invest in certainty, not promises.https://familyoffices.com/

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

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

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)