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

Send us Fan Mail How do you scale companies, raise hundreds of millions, and exit multiple times — starting as a poor kid from Brooklyn? In this Centimillionaire Strategy Talk, Jody Chapnick shares the real capital raising and deal-closing strategies behind multiple platform roll-ups, IPOs, and nine-figure exits. From building and selling a $500M public REIT… To scaling a pharmaceutical company fr...

Send us Fan Mail David Bergeron went from Stanford to the NFL — and then transitioned into building a real estate investment firm. Drafted by the Philadelphia Eagles and spending time with the Titans and Panthers, David later shifted his competitive drive into business and co-founded Reseed Partners, a real estate platform inspired by Y Combinator-style talent sourcing and hyper-local operator inv...

Send us Fan Mail How do you actually get meetings with the most valuable investor types — and then move from “interesting conversation” to real deals getting completed? In this Centimillionaire Investor Interview, Richard sits down with Sahil Nandwani of Calafia Group to break down the real-world mechanics of investor outreach, follow-up, and relationship-building inside the insular family office...

Send us Fan Mail What separates a $10M investor from a $100M+ centimillionaire? And why do so many high-income entrepreneurs lose momentum after liquidity — while others quietly compound into multi-generational wealth? In this powerful fireside chat, I sit down with Paul Karger, Partner at Twin Focus Capital, a $12B multi-family office serving clients with an average net worth of $150M–$200M+. In...

Send us Fan Mail What does it actually take to build and scale a business to this level? In this fireside chat, Tim Cohen shares the real story behind scaling a company — from early struggles and setbacks to building a high-performance team and operating at scale. Tim is the Founder and CEO of Eggs Unlimited and a 20+ year veteran of the egg industry. Often referred to as “The Egg Whisperer,” he h...

Send us Fan Mail Free ($40M Invested): We have spent 19 years hosting 300 events and reinvesting $40M+ in revenue to build one of the most resourced investor platforms in the space. We want to give you a complimentary account. Instantly access: ✨ 50+ AI tools for capital raising & due diligence 🌍 Global investor peer network 🎥 2,500+ investor talks 📊 Deal structure templates 💼 Exclusive b...

Send us Fan Mail Join 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 passive webinar. Each session is designed to be practical, fast-paced, and directly applicable to what you're building right now.  WHAT HAPPENS INSIDE EACH SESSION: ✅ L...

Send us Fan Mail What does it really take to go from $0 to billions in product sales? In this high-energy strategy session, I sit down with Kevin Harrington — original shark on Shark Tank, inventor of the infomercial, and founder behind 20+ companies that each surpassed $100M in revenue. This isn’t theory. This is a tactical breakdown of how a real operator builds billion-dollar momentum. Kevin sh...

Send us Fan Mail Free ($40M Invested): We have spent 19 years hosting 300 events and reinvesting $40M+ in revenue to build one of the most resourced investor platforms in the space. We want to give you a complimentary account. Instantly access: ✨ 50+ AI tools for capital raising & due diligence 🌍 Global investor peer network 🎥 2,500+ investor talks 📊 Deal structure templates 💼 Exclusive b...

Send us Fan Mail What does it really take to build and protect a globally diversified single family office across multiple countries, industries, and generations? In this powerful fireside chat, international tax and corporate lawyer Joel Nagel shares the 15 core strategies behind building a strategic, multi-country single family office platform spanning banking, insurance, real estate development...

Send us Fan Mail What does financial freedom really require — beyond money? In this powerful strategy session, Dat Nguyen shares five hard-earned insights on scaling a business, exiting intelligently, investing wisely, and mastering your mindset. From building and selling a successful dental practice to transitioning into passive income investments and consulting, Dat breaks down the real decision...

Send us Fan Mail What does real American energy leadership look like — and where is oil and gas headed next? In this powerful fireside chat, Rey R.T. Trevino III, President of Pecos Valley Partners, joins Lisa Carmen Wang to break down the future of U.S. oil and gas investing. From America producing 14 million barrels per day to the long-term impact of AI, 3D seismic data, and rising data center e...

Send us Fan Mail Cliff Oberlin shares a century’s worth of wisdom from running his multigenerational family office—and how you can structure, scale, and protect your own legacy. As chairman of the Oberlin Family Office (est. 1920s), Cliff has scaled and exited multiple businesses, co-founded ventures with PIMCO's former CEO, and now supports single and multi-family offices globally. In this m...

Send us Fan Mail Bryan Miller built a 7-figure-per-year passive income stream through disciplined investing, strategic leverage, and brutal clarity on risk. In this powerful talk, he breaks down his actual path from music entrepreneur to diversified real estate and equities investor—now earning cash flow from over 27,000 units. You’ll learn: The capital needed to earn $1M/year passively—at differe...

Send us Fan Mail After nearly three decades in the alternative investment space and $7 billion in deals closed, Chip Perkins of Perkins Fund Marketing reveals the hard-earned insights that most fund managers never hear. In this eye-opening session, you’ll learn: The 10 uncommon strategies that have driven over $7B in capital raised What LPs really care about when vetting funds Why fund due diligen...

Send us Fan Mail Dr. Alexandra Cook is a second-generation single family office executive and the powerhouse behind Sunburst Ventures, with operations spanning Florida and Puerto Rico. In this rare fireside chat, she shares negotiation tactics, portfolio management frameworks, and behavioral insights learned from over 30 years in finance and private investing. You’ll learn: Three advanced negotiat...

Send us Fan Mail Kevin Kolson reveals how ultra-wealthy families structure their wealth to grow, protect, and transfer it for generations while minimizing taxes and maximizing efficiency. In this session, Kevin dives deep into premium financed whole life insurance, one of the most flexible tools used by top-tier families to create tax-free income, fund estate taxes, and preserve wealth outside of...

Send us Fan Mail Ken Neumann has built $5B+ in revenue across multiple industries — and he's not done yet. In this fast-moving session, Ken reveals the 10 principles that shaped his billion-dollar balance sheet: from market research and deal structuring to risk hedging, intangibles, and purposeful leadership. Ken shares how to build high-EV ventures, avoid toxic partnerships, and design busin...

Send us Fan Mail Veteran wealth advisor Kip Kolson, founder of Family Wealth Leadership, brings decades of insight to this episode on safeguarding generational wealth. In a world where 70% of wealth is lost by the second generation and 90% by the third, Kip reveals practical tools to reverse that trend. He shares five advanced family office strategies — from philanthropic impact investing and priv...

Send us Fan Mail We recently put on a live artificial intelligence training and tool demonstration webinar on 7 of our tools built for founders, investors, and capital raisers. Our AI toolset was built 100% in-house on our own and is called Investor SuperIntelligence it is exclusive to our investor club. This is not a theory or some "wow just imagine what this could do one day" type hype...

Send us Fan Mail In this candid fireside chat, NBA Champion Metta World Peace shares the real story behind his transition from an 18‑year professional basketball career with the Los Angeles Lakers to investing, entrepreneurship, and building long-term wealth beyond the court. Metta opens up about the challenges pro athletes face after fame, why so many lose money despite massive earnings, and how...

Send us Fan Mail Some founders are loud. Others let their execution speak. This episode features a low-profile, high-performance family office principal who quietly built, exited, and reinvested in real estate, credit, and systems that scale. From surviving career collapse to engineering a data-driven lending platform, this guest shares what really builds wealth: checklists, compound learning, vel...

Send us Fan Mail What do institutional lenders, billion-dollar families, and elite real estate sponsors all have in common? They want capital partners who don’t just show up—they execute flawlessly. In this fast-paced, no-fluff interview, John, co-founder of Fairbridge Asset Management, shares what it takes to manage nearly $1B in real estate debt, backed by firms like Oaktree Capital. From layere...

Send us Fan Mail Wealth builds empires but it also paints a target on your back. In this eye-opening episode, we dive into the unseen threats facing high-net-worth individuals and their families. From manipulative caretakers to sympathy scams and digital invasions, you’ll hear real stories,some painfully personal of estates under attack. Learn the actionable steps ultra-wealthy families are taking...

Send us Fan Mail In 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’l...