Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights.
We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing and scale you are in the right place.
Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth.
We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and innovative structures such as performance-fee only and Co-GP investment opportunities.
The Family Office Club has over 7,500 registered investors and our online investor community has over 700 recorded investor mandates, with a normal 15 live events hosted a year with 6,500 participants at those live events.
To learn more please visit http://FamilyOffices.com or text (305) 333-1155
Episodes
1013 episodes
The Legal Mistakes Quietly Destroying Family Office Wealth
A trust and estates attorney explains why so many wealth holders set up asset protection or estate tax planning trusts and then quietly break the rules that make them work, plus the governance failures (no family council, no investment policy s...
Why 99% Of Deal Pitches Sound Identical (And How To Fix It)
A family office investor explains why a 1970s multifamily deal in Dallas looks identical to one in Houston or San Antonio, and why having an actual investment thesis (not just chasing AI or the herd) is what separates sponsors who get funded fr...
How Family Offices Filter Deal Flow (And The Red Flag That Kills A Deal Instantly)
A family office investor breaks down why humility beats overconfidence every time a sponsor walks in the door, including the real story of a first-time textile mill conversion that nearly got rejected on the spot. You'll hear exactly how truste...
What 4 Family Offices Wish They Knew Before Managing Serious Wealth
Coming into serious wealth changes everything. But almost nobody tells you the right things at the right time.In the closing segment of this Single Family Office Summit panel, four principals share what they actually wish someone had told t...
Capital Raising Hot Seats: Pitch Decks, Structures & Investor Relations with Richard C. Wilson
Richard C. Wilson runs a live Capital Raising Hot Seats webinar, giving real-time feedback to Family Office Club members on investor relations, pitch decks, deal structures, and capital raising strategy.Family Office Club by the numbers: 4 ...
The Trust Formula Family Offices Actually Use
Everybody wants to do business with family offices. Almost nobody understands what actually builds trust with them.This panel goes deeper than the usual advice. One of the moderators opens with a story from Milken - a capital raiser so focu...
How 4 Family Offices Are Deploying Capital Right Now
4 family offices. 4 completely different strategies. One honest conversation about where serious capital is going right now.In this panel from the Single Family Office Summit, a family office principal who built his wealth through Silicon V...
Private Credit Is Not Created Equal - Family Offices Debate the Risk
Private credit is one of the most talked-about asset classes in the family office world right now - but is the hype justified?In this panel discussion from the Single Family Office Summit, three family office principals share exactly where ...
How to Pitch Investors, Work With International Capital, and Allocate Your Attention Strategically
The final segment of this Single Family Office Summit panel delivers some of the most practical insights of the day. A brand strategist and communications founder opens with a direct challenge to anyone raising capital: stop leading with everyt...
Exit Lessons From Experienced Investors: Trust, Skin in the Game, and Building a Business You'd Own Forever
What do you actually learn after scaling and selling a major platform? In this episode, two investors who have done it give their most honest answers. The first says the single rule that has never failed him is this: if a co-investor won't put ...
Bitcoin for Family Offices: Why No Position Is Now a Position | Richard C. Wilson x Eric Runge
No Bitcoin position is not a neutral position anymore. Richard Wilson sits down with Eric Runge, a Bitcoin-focused RIA founder and active Family Office Club member, in a conversation that started the same week a $1.5 billion trust company reach...
The Case for Alternative Residential Real Estate: Student Housing, Senior Housing, and the Demographic Opportunity
This CIO co-founded a housing-focused investment firm after scaling one of the largest single-family rental platforms in the country alongside a major institutional capital partner. The playbook hasn't changed: find fragmented, alternative resi...
Family Office Club Hot Seat Webinar Featuring Live Strategy Sessions with Investors & Founders
This is the Family Office Club Monthly Hot Seat Webinar from August 2026. Every month I get on live with verified members, Charter members, and community participants to answer questions in real time - no slides, no script, just direct Q&A ...
From Private Lender to Hydrogen Technology: 20 Years of Strategic Pivots in Real Estate and Energy
This investor didn't start in energy. He started as a real estate borrower, learned the mechanics of private lending from the inside, and then made a deliberate decision to become the lender. Today, his firm deploys capital into residential rea...
The B2H Framework From a $10B IPO Builder
This investor's edge isn't capital - it's communication. As a brand strategist and communications founder, she has helped take companies to multi-billion dollar IPOs and record-breaking public market debuts. She backs founders she believes in a...
A Billionaire Said the Tone of Your Voice Matters When Closing Huge Deals.Here's What Else He Shared
We just had a billionaire keynote at our Capital Raising Bootcamp here in Dallas at the RSM offices. He has a couple of publicly traded companies and spent 40 years building his portfolio. Here are the notes I wanted to share from what he said ...
Connecting Asian Capital to U.S. Investments: Inside a Boutique Cross-Border Family Office Advisory Firm
After 11 years working across two single family offices in industries spanning oil and gas, media, sports, and healthcare, this advisor launched her own boutique family office advisory firm. In under a year, she onboarded three Asian family cli...
How One Family Office Principal Built and Sold Over $500M Across Real Estate, Pharma, and Insurance
This investor has spent decades doing one thing: buying right. From a 10,000-unit apartment portfolio sold to a major real estate buyer, to a pharmaceutical company purchased for $18M and exited at $358M, to two insurance companies flipped for ...
Capital Partners, Micro Wellness Resorts & Kids Who Get Back Up: How 4 Athletes Close Out
Most athletes talk about what they've done. These four are talking about what they're building next. Dan wants capital partners to scale multifamily across Dallas over the next decade. Alvin is looking for partners with intelligence, initiative...
NFL Player Turned Lawyer Explains Why Letting Go of Control Was His Best Business Decision
Fear paralyzed him on Bitcoin. A decade in prestigious law firms surrounded by smart, unhappy people showed him what success without purpose looks like. And a stranger in Home Depot delivered a message that changed the direction of his business...
X Games Gold Medalist to Multifamily Operator: Why "Inch Wide, Mile Deep" Beats Every Strategy
8% of pro athletes are broke within 3 years of retirement. Dan Breezy watched it happen to his friends and decided to do something different. After multiple X Games gold medals in urban snowboarding, he took the same "inch wide, mile deep" focu...
The 3 I's That Took This NFL Pro From the Field to M&A: Intelligence, Initiative, Integrity
Most people think diversification means spreading your attention. Alvin calls it focused diversity - mastering one thing per day so that by Sunday, you have a full tool belt. That framework took him from the NFL and CFL to aerospace engineering...
7 Years in the NFL Taught Him One Thing: The Tax Bill Is Bigger Than the Contract
Your NFL contract is an exit. The ultra-high-net-worth understand that - and they plan for it. Bronson spent 7 years in the NFL as a W-2 employee, got crushed on taxes his first year sitting in muni bonds at 3%, and decided to spend the rest of...
You Don't Need $100K — Non-Cash Currencies, Human Connection & Final Investor Wisdom | FOC
The closing segment of the last panel of the day — and one of the most honest. A family office investor argues that most people are walking past million-dollar opportunities every day: the car wash owner with no succession plan, the small hotel...
How to Legally Rig a Deal — Government Contracts, Warrants & Where to Put $100K Right Now | FOC
The most tactically dense episode of the panel. A former Air Force pilot who built the US military's AFWERX innovation program explains exactly how he structures deals around government contracts — using the Electra hybrid electric aircraft as ...