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

Send us Fan Mail Recorded live at the Family Office Club Super Summit, this opening segment introduces a panel of experienced investors, each focused on a specific niche investment strategy. From private equity secondaries and multifamily real estate to litigation finance and venture investing, this discussion highlights how top investors specialize to create an edge. In this episode: • Meet the p...

Send us Fan Mail In this episode, Richard C. Wilson sits down with Kevin Harrington, original Shark from Shark Tank, inventor of the infomercial, and founder of the As Seen on TV brand, to unpack what it really takes to build, scale, and invest in breakout companies. Kevin shares hard-earned lessons from launching over 500 products, generating billions in sales, and helping companies grow through...

Send us Fan Mail What does it actually take to earn the trust of billion-dollar allocators, build an institutional-quality platform, and operate at a level where top-tier capital wants to back you? In this fireside chat, Richard C. Wilson sits down with Marcus Ridgway of F6 Partners to break down the real architecture behind scaling with institutional capital. Marcus has helped build and lead busi...

Send us Fan Mail What does it really take to build a multi-generational business from a garage startup to an 8-figure revenue company? In this fireside chat, we sit down with David and Nathan McWhorter—founders and operators of a steel construction company that scaled from a one-man welding shop in 1992 to a 75-person operation today. This isn’t theory. This is 20+ years of execution, mistakes, re...

Send us Fan Mail Family Office Club Monthly Live Forum Live Capital Raising Strategy, Investor Feedback & Applied AI Tools Join the Family Office Club Monthly Live Forum — a live, interactive working session focused on real-world capital raising strategy, investor positioning, and the practical use of AI tools for founders, fund managers, and serious dealmakers. This is not a passive webinar o...

Send us Fan Mail What would ultra-wealthy investors do differently if they could start over? In this episode, experienced investors, operators, and family office leaders share powerful lessons from years of building wealth, making mistakes, and navigating changing markets. From negotiating contracts and staying curious to focusing on quality relationships and long-term thinking, these insights ref...

Send us Fan Mail What are ultra-wealthy investors and family offices actively looking for in today’s market? In this episode, private investors, family office representatives, and operators share where they are deploying capital—from energy and industrial real estate to crypto, small-to-mid-sized platforms, and distressed opportunities. You’ll hear how experienced investors evaluate deals, structu...

Send us Fan Mail In this final episode, $1B+ investors share their most valuable lessons on capital raising, relationships, leadership, and long-term success. From building trust before you pitch to focusing on your core competency and sharing your story, these insights go beyond tactics—they shape how top investors think and operate. If you're serious about scaling your business or raising c...

Send us Fan Mail What check sizes are investors really writing? In this episode, $1B+ investors break down their minimums, maximums, and ideal investment ranges across asset classes. Whether you're raising $1M or $100M+, understanding investor check sizes is critical to structuring your deal correctly. This episode helps founders, fund managers, and sponsors align their capital strategy with...

Send us Fan Mail Where is capital actually going right now? In this episode, $1B+ investors share what they are actively looking for—from community bank acquisitions and RIAs to commercial real estate, technology platforms, and growth-stage opportunities. If you're raising capital or sourcing deals, this episode gives you a clear picture of current investor demand and how to position your opp...

Send us Fan Mail How do billion-dollar investors evaluate deals and decide who to partner with? In this episode, panelists break down how family offices and institutional investors approach co-investments, joint ventures, and strategic partnerships. Learn how top investors assess sponsors, structure deals, and determine whether an opportunity strengthens their platform. This is essential listening...

Send us Fan Mail Why do investors say yes—or walk away completely? In this episode, $1B+ investors reveal the biggest deal-breakers in partnerships, including lack of experience, poor alignment, and missing expertise. You’ll learn how investors filter opportunities quickly, what red flags they look for, and how alignment, trust, and execution history impact every decision. If you're pitching...

Send us Fan Mail What separates deals that get funded from those that get ignored? In this episode, $1B+ investors and family office leaders break down exactly what they look for before entering a partnership. From track record and credibility to expertise and long-term alignment, you’ll learn how top investors evaluate opportunities beyond the pitch deck. If you're a founder, fund manager, o...

Send us Fan Mail What does it really take to think and perform like a Navy SEAL? In this episode, we break down 5 powerful mindset shifts used by elite Navy SEALs that you can apply immediately to your business, investing strategy, and daily execution. Drawing from insights shared on stage by retired Navy SEAL and leadership coach William Branham, who has trained over 50,000 professionals. This co...

Send us Fan Mail In this episode, Daniel Puder — undefeated MMA fighter and $1M WWE Tough Enough winner — shares how he transitioned from professional sports into building purpose-driven, profitable businesses that are transforming lives. After gaining national attention for standing up against bullying, Daniel built a nonprofit that evolved into a government-funded initiative training law enforce...

Send us Fan Mail I’m Richard C. Wilson, founder of the Family Office Club. Over the past 19 years, we’ve hosted 300+ live events, produced 3,000+ videos, and built an audience of over 18.5 million followers. Here’s what we’re seeing right now… AI is making it incredibly easy to create written content—but that’s exactly why it’s becoming less valuable. In this new environment, authenticity matters...

Send us Fan Mail If you want better investors, better clients, better deal flow, and more inbound opportunities, then your positioning has to be stronger than everyone else in your space. In this talk, Richard C. Wilson breaks down one of the most valuable business skills he has developed over the last 20 years: powerful market positioning. This session explains why being “just another firm in the...

Send us Fan Mail I’m Richard C. Wilson, founder of the Family Office Club. We’ve hosted 300+ live investor events over the past 18+ years and worked on over $1B in transactions. I’m seeing a major shift right now… AI is changing everything—but not in the way most people think. In the family office space, trust, relationships, and in-person meetings are becoming MORE valuable, not less. With capita...

Send us Fan Mail Only about 4% of founders and capital raisers actually execute on what investors are clearly asking for. That’s not a guess—that’s based on years of working with thousands of investors and hosting 300+ live events with family offices, billionaires, and ultra-wealthy entrepreneurs. In this video, I break down a simple but critical point: 👉 If you’re going to raise capital… go all...

Send us Fan Mail What does real due diligence actually look like in private investing? In this fireside chat, Richard C. Wilson sits down with Marc Halpern, co-founder of the Deep Due Diligence Investors Club, to break down the tools, strategies, and real-world case studies behind smarter investing. Marc shares how experienced private investors evaluate opportunities by looking at the jockey, the...

Send us Fan Mail YouTube recording here https://youtu.be/caEuNpa5t40 This is the Family Office Club Monthly Live Forum, a live, interactive session focused on real-time strategy, capital-raising feedback, and applied AI tools used by serious investors and founders. This is not a presentation-only webinar; each session is designed around: 1️⃣ Live hot seats and real-time strategic feedback 2️⃣ Appl...

Send us Fan Mail Raising capital has never been harder. And most fund managers are playing the wrong game. In this episode, I sit down with Chip and Sam Perkins of Perkins Fund Marketing — a firm that has raised over $8 billion in alternative assets over nearly three decades — to unpack what actually works in today’s capital raising environment. They’ve spent 30+ years, tens of thousands of hours,...

Send us Fan Mail What if raising capital isn’t about pitching… but about trust? In this episode, Brian Mac Mahon, Founder of Expert Dojo — the VC arm of a $1B+ single family office — shares the 5 unique strategies behind their capital raising success across 300+ startup investments. He breaks down: The only 3 variables that matter in every investment decision Why old-school networking is dead How...

Send us Fan Mail In this powerful and practical talk, Dr. Marc Halpern, founder of Deep Due Diligence Investors, shares the 7 most valuable lessons he’s learned from decades of investing in private placements. From the pain of losing 100% on a deal tied to macro events, to using AI tools and team-based diligence to evaluate hundreds of offerings annually, Marc walks through real-world stories and...

Send us Fan Mail What does a $1B+ family office actually look for before writing a $10M–$50M check? In this episode, Martin of Prime Pulse — a $1B+ entrepreneur-backed family office — shares the real criteria they use when evaluating investments in profitable companies between $10M and $150M in revenue. Unlike traditional PE or venture firms, Prime Pulse invests its own capital and partners direct...