Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights

Send us Fan Mail Mitzi Perdue discusses the strategies and practices needed to sustain a family business through generations, highlighting the importance of imparting family values alongside wealth. She draws from her extensive family business background to explain how to avoid common pitfalls and create a lasting legacy. Mitzi Perdue, a speaker experienced in family business continuity, has given...

Send us Fan Mail Meet Todd Heiner, the co-founder of Express Locations, a successful T-Mobile retailer. Join us on this Centimillionaire Fireside Chat with Richard C Wilson at our latest Family Office Club event the super summit in NYC as Todd shares his journey of building Express Locations from scratch to over 150 locations with 1,400 employees.  With dedication and strategic vision, Todd and hi...

Send us Fan Mail This fast-paced & interactive mastermind provides you with balance sheet scaling and investment strategies drawing from 33 billionaires we have interviewed, 19 billionaire transactions we closed, and 70 billionaire books read. Event Format: - 5 speakers. - Small group discussions. - Worksheet exercises. - Fast-moving workshop/mastermind format. Event Timing & Location: Sta...

Send us Fan Mail In this video, Richard C. Wilson delivers the closing remarks for Day 1 of our Family Office Club event, the NYC Super Summit 2024 the #1 private investor club event, featuring 400+ investors and more ultra-wealthy investors speaking on stage than any other event in the Northeast. He recaps the day's extensive content, emphasizing key takeaways from the sessions and panels. ...

Send us Fan Mail Walter Thurmond III is a former NFL player who played as a cornerback for the Philadelphia Eagles, the New York Giants, and the Seattle Seahawks. He is also a Super Bowl champion, winning his ring in 2014 against the Denver Broncos in a blowout win of 43-8.  In this exclusive interview, Walter shares what it was like to train during his professional career and how his "Get Mo...

Send us Fan Mail This video features Richard C. Wilson from the Family Office Club, sharing insights from the Beverly Hills Super Summit. He highlights key points from the event, including discussions on health's importance, AI investing, and productivity tips from billionaire Jeff Hoffman. Wilson emphasizes the value of continuous learning and invites viewers to join future events. ---------...

Send us Fan Mail Hey everyone, Richard C. Wilson here from the Family Office Club in Brooklyn. We're hosting a 700-person New York City Super Summit nearby, featuring 125+ speakers, including billionaires, millionaires, pro athletes, and angel investors. The key takeaway from today? 'Slow is smooth, and smooth is fast'—a Navy SEAL mantra that resonates in the family office space.  R...

Send us Fan Mail Join Richard C. Wilson as he kicks off our NYC Super Summit 2024 the #1 private investor club event, featuring 400+ investors and more ultra-wealthy investors speaking on stage than any other event in the Northeast. In this video, Richard pens the event with insightful remarks. Discover valuable strategies from over 120 speakers, network with industry experts, and gain access to e...

Send us Fan Mail C.J. Watson is a former NBA player who played for the Golden State Warriors, Chicago Bulls, Indiana Pacers, Brooklyn Nets, and Orlando Magic.  After a lucrative career as a pro athlete, he is now a published author dedicated to inspiring the next generation to achieve greatness no matter what their upbringing looks like. In this exclusive one-on-one interview, we ask C.J. about hi...

Send us Fan Mail We had a family with a $140M+ net worth at our recent 2024 NYC Super Summit - and what they suggested was a strategy that stuck with us, which was to listen to your gut. Even if you are unsure why, if something feels off with someone who is trying to close a deal with you, then you should trust your instincts and run the other way. Maybe they are not enjoyable to be around. Maybe...

Send us Fan Mail One of the top time-management strategies learned from our 2024 NYC Super Summit actually goes against a lot of common thinking within our private investor club.  A lot of people think that it is like wearing a badge of honor to see something through no matter how challenging it becomes. But what was interesting to hear from one of our billionaire speakers was that it is helpful t...

Send us Fan Mail Join Richard Wilson at the Family Office Club as he shares insights on the characteristics that investors love when allocating capital.  Discover what it takes to be the highest quality individual in the room, drawing inspiration from Warren Buffett and other successful investors.  Learn how being a class act, passionate, and joyful can attract investors, along with traits like lo...

Send us Fan Mail It takes time, effort, and dedication in order to get on the radar with ultra-wealthy investors. That's why when you eventually do reach that pivotal stage, you avoid some of the most common mistakes that up-and-coming business owners make when working with the 0.001% of investors.  They want to work with someone who they can not only trust but that they believe in as the cle...

Send us Fan Mail Crafting a compelling pitch deck is crucial for attracting potential investors, but what exactly are they looking for? In this panel discussion featuring ultra-wealthy investors, we delve into the essential elements that they do - and don't - want to see.  If you want to raise capital for your business, then you need to understand the art of building a presentation that not o...

Send us Fan Mail In this insightful exploration, we delve into the compelling reasons behind the newfound popularity of age-old sectors, shedding light on the captivating trends reshaping our economic landscape.  Join us as we dissect the factors driving this resurgence, from the enduring reliability of tangible assets to the growing demand for localized production and services. Gain valuable insi...

Send us Fan Mail In this investor panel discussion, we ask about what goes into a comprehensive guide to navigating due diligence across diverse deal structures. Whether you're delving into mergers, acquisitions, partnerships, or investments, this video offers invaluable insights and expert strategies to streamline your due diligence process. From understanding the nuances of different deal s...

Send us Fan Mail Sophisticated investment structures often involve intricate combinations of financial instruments, legal entities, and tax strategies tailored to the needs and goals of sophisticated investors, such as high-net-worth individuals, institutions, or investment funds. This process can be complex - which is why we asked some of our investors on stage which types of sophisticated struct...

Send us Fan Mail From venture capital to private equity, real estate to alternative investments, our speakers share their experiences navigating diverse sectors and asset classes, shedding light on the nuanced strategies that have propelled them to success.  Gain a deeper understanding of the intricacies involved in securing lucrative investment opportunities, and learn how to leverage networking...

Send us Fan Mail Lyle Adams is a former MLS Player turned founder and CEO of Spry - an athletics management platform.  In this exclusive interview, Lyle talks about why saying 'no' strategically can elevate your professional relationships and ensure long-term success.  Unlock invaluable insights on negotiation tactics and build up the confidence to make decisions that truly align with yo...

Send us Fan Mail Gain priceless insights from our exclusive Investor Panel Discussion, moderated by Richard C. Wilson, as we explore the intricacies of choosing the best employees and partners for your business. In this engaging session at our Family Office Club event, our seasoned investors share their expertise in navigating the complex landscape of recruitment and partnership formation.  Discov...

Send us Fan Mail Are you aware of this special type of mortgage that allows a buyer to take over the existing mortgage on a property from the seller? If not, you should tune in and check out what our experienced investor panelists at the family office club event have to say about assumable loans, the many perks and advantages, and what the current opportunities are right now.  Explore the concept...

Send us Fan Mail In this engaging panel discussion at the family office club event, we ask our speakers on stage about building and scaling out billion-dollar balance sheets with strategic asset management and liability minimization.  Our experts share invaluable insights and proven strategies for growing your wealth safely and sustainably.  Watch the full talk and gain key knowledge on leveraging...

Send us Fan Mail Dive deep into the strategies driving success for today's top firms as they share their competitive edge in scaling and growing faster than their peers. In this enlightening panel discussion, industry leaders reveal key insights, innovative approaches, and best practices that have propelled them to the forefront of their respective markets.  Whether it's harnessing cutti...

Send us Fan Mail Dive into the world of venture capital with tennis sensation Cici Bellis as she unveils her exclusive secrets to entrepreneurial success.  In this insightful interview from our Pro Athlete Interview Series, learn how CiCi leverages her expertise on and off the court to navigate the competitive landscape of venture capital, offering invaluable insights for aspiring entrepreneurs an...

Send us Fan Mail Building trust and credibility is crucial when it comes to working with large family offices and private investors.  In this exclusive panel discussion at our family office club event, we ask our speakers about their proven strategies and actionable insights. From crafting compelling narratives to showcasing expertise and reliability, you will learn about some of the best practice...