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
991 episodes
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 ...
Ego Kills Deals — Plus 3 Secrets Nobody Talks About: PPLI, Board Seats & Cap Table Disasters | FOC
Four insights in one episode, each from a different voice. A second-gen family office investor says ego is the single biggest destroyer of wealth — it makes you miss small details, over-rely on past success, and walk into deals you should have ...
Monthly Live Forum Replay: AI Superintelligence System, 50 Tools for Founders and Investors
Hi, Richard Wilson here, founder of Family Office Club. I just wrapped our Monthly Live Forum on AI, and I wanted to make sure this one actually gets used, not just watched.Here's what I walked through in this session: why context...
Royalty Deals, LP Protection & The IP Depreciation Secret Most Family Offices Are Missing | FOC
Three rapid-fire insights that the room had not heard before. First: gross revenue royalty deals — a family office founder who has done 17 of them explains why investors love them, almost nobody uses them, and how a dental practice scaled to $3...
Meet the Panel + The Office Space Thesis: Buying $160M Buildings for $18.5M | Family Office Club
Five family office investors and operators introduce themselves — a former Air Force pilot who built the US military's innovation arm, a second-gen family office focused on drone and security tech, a distressed real estate fund manager, a first...
Hard Lessons: Pay Your Lawyers, Align Incentives & Why a $90M Exit Paid the Founder Only $2M | FOC
The most candid segment of the panel. A private investment banker says the most expensive mistake he made was not paying for expert legal counsel — and explains why a cheap lawyer costs more on the back end than a good one does upfront. A famil...
Warning: SPV Layers, PE Trends & Why AI Is the Biggest Arbitrage Opportunity in the World Right Now | FOC
Three things every investor needs to hear. First: a banker flags the growing SPV-on-SPV problem in today's VC market — 24-hour close emails, unverifiable shares, unvested stock — and explains why reading the actual paperwork has never mattered ...
How Investors Value Early Stage Companies Today — Convertible Notes, EBITDA Multiples & Buying 14 Franchises for $5K Each | FOC
Post-2022, valuations have come back to earth — but how do you actually price an early stage or pre-revenue deal right now? This segment breaks it down: a family office CFO explains when EBITDA multiples work and when a convertible note is the ...
What a $2B Family Office, a Private Investment Bank & an AI Entrepreneur Are Actually Investing In Right Now | FOC
Four panelists — a private investment banker focused on growth equity and tech, the CFO underwriting deals for a $2 billion family office, a serial entrepreneur deploying AI into distressed franchise businesses, and a deep tech founder building...
The Best Pitches These Investors Ever Saw — And What Every Green Founder Should Know | FOC
The most shareable segment of the panel. Each investor shares the most memorable pitch they ever received — a collapsible cup prototype that wowed on every fact but failed basic physics, a 12-year-old's DJ business PowerPoint that hit credibili...
Investors React to Real One-Pagers — What Gets Read vs. What Gets Ignored | FOC
Most investors see 100+ deals a week and give each one-pager 10 seconds. The panel critiques real one-pagers live — a tech-driven safe deposit box company that nailed the name but buried the product, a luxury real estate fund missing its hold t...
One-Liner Ratings Live: What Gets an Investor's Attention in 15 Seconds | FOC
A one-liner has one job — earn the next 30 minutes, not close a deal. Investors rate multiple real one-liners submitted by members: a real estate credit platform promising 15% preferred returns, an AI venture fund called out for buzzword bingo ...
Meet the Investors — Then Watch Them Grade 2 Real Pitches Live | Family Office Club
Six investors introduce themselves — an angel, a VC general partner, a physician investor, an attorney-turned-real estate investor, and two accredited investor group members. Then, without a break, they immediately grade two real pitch videos o...
Million Dollar Advice From Centimillionaires & Family Office Investors
What is the most valuable advice centimillionaires would share after decades of building wealth? In this closing segment, successful investors discuss the lessons that matter most: health, family, long-term thinking, legacy, and preparing the n...
How Wealthy Families Negotiate Deals & What Terms They Want
How do wealthy families evaluate deals and negotiate investment terms? In this high-level panel, investors discuss the structures, protections, and opportunities that attract sophisticated capital today.Hear perspectives on downside pro...
Biggest Mistakes People Make When Pitching Investors
Why do so many investor pitches fail? In this no-fluff panel discussion, experienced family office investors and private capital leaders reveal the most common mistakes founders and fund managers make when asking for money.The conversat...
How to Build Relationships That Lead to $100 Million Checks | Family Office Panel
What does it take to secure a $100 million investment commitment? In this high-level discussion from the Family Office Club Investor Summit, experienced investors explain why large capital allocations are rarely based on a pitch alone—they are ...
How Investors Decide Who Gets Funded — And Who Gets Ignored
How do serious investors decide who gets a meeting, who gets funded, and who gets passed over immediately? In this candid panel discussion from the Family Office Club Investor Summit, family office executives, centimillionaires, and active inve...
Family Office Hot Seat: Real Capital Raising Advice for Founders & Investors | Monthly Webinar
Youtube link https://youtu.be/SAERqA7ymSEEvery month I open up a live Hot Seat Webinar to founders, fund managers, capital raisers, and investors who want real, unscripted feedback on what's holding back their raise. No panels, no rehear...
What Most People Don’t Understand About Ultra-High-Net-Worth Families
What do most people misunderstand about working with ultra-high-net-worth families? In this panel discussion, experienced advisors and investors explain why wealthy families are often approached the wrong way—and what actually earns trust.<...
What Are Top Investors Looking For at Events? Deals, Relationships & Opportunities
Why do serious investors attend investor summits? In this candid discussion, family office principals and experienced investors explain what they are actively looking for when they enter a room full of founders, fund managers, and dealmakers.
Meet the Panel: Centimillionaires, Family Offices & Investors Behind Major Deals
Meet an elite panel of family office executives, centimillionaires, wealth managers, private equity leaders, and active investors sharing how they built wealth and where they are investing today.This opening session from the Family Offi...
Top Investor Insights from the Event: Deal Structuring, Distribution & What Actually Wins
In this session, Richard C. Wilson shares the top insights from a private investor and family office event — covering deal structuring, capital raising, distribution, and what actually separates successful investors from everyone else.F...
Top 5 Strategic Investor Conversations in 2026 + 3 AI Developments to Watch
In this presentation, Richard C. Wilson breaks down how sophisticated investors and family offices think about deal flow, positioning, and strategic opportunities in 2026.He explains why promising high returns is not enough to attract s...
How AI Is Changing Investor Due Diligence, Deal Structuring & Capital Raising
In this presentation, Richard C. Wilson shares how artificial intelligence is being used to improve investor due diligence, structure transactions, screen opportunities, build stronger platforms, and save hundreds of hours of work.He in...