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

Send us Fan Mail Recorded live at the 2025 Family Office Club Super Summit, Brandon Rooks shares how he built a thriving capital-raising business with zero ads and 100 percent referral-based investors. He explains how authenticity, relentless communication, and responsiveness turn small investors into lifelong partners—from answering every call and text personally to treating investors like family...

Send us Fan Mail A seasoned investor explains how he pivoted from operations into multifamily, self-storage, and private lending. His advice: ignore flashy IRRs — invest in certainty, not promises. https://familyoffices.com/

Send us Fan Mail A veteran family office executive shares why the habits that create wealth differ from those that preserve it. His insight: wealth longevity depends on humility, patience, and disciplined simplicity. https://familyoffices.com/

Send us Fan Mail This wealth manager reveals how their team designs balanced portfolios combining equities, bonds, and private investments — all under one structure. Her top takeaway: prepare for the drawdown before it happens. https://familyoffices.com/

Send us Fan Mail A veteran property investor shares the proven “B.R.R.R.” formula (Buy, Rehab, Refinance, Repeat) and the U.S. cities still offering homes under $100K. Hear how disciplined buying and long-term thinking can compound wealth faster than chasing the next trend. https://familyoffices.com/

Send us Fan Mail In this episode, an experienced angel investor explains how she evaluates founders, the value of firsthand problem knowledge, and why the best investments balance limited downside with exponential upside. Learn her million-dollar lesson: success comes from focusing on asymmetry, people, and time. https://familyoffices.com/

Send us Fan Mail Meet Michael, a serial entrepreneur and investor who scaled a business to a $100M+ exit in just 3.5 years. In this interview, he shares his lessons from building and selling multiple 7, 8, and 9-figure businesses — and why he believes AI is the biggest wealth-creation wave of our lifetime. Inside this episode: – How Michael spotted the market opportunity that led to a nine-figure...

Send us Fan Mail In this episode of the Family Office Podcast, recorded live at the Beverly Hills Investor Club Summit, top investors and family office executives share how they manage teams, build relationships, and make deals in an increasingly virtual world. From Zoom and Slack to international team structures, you’ll hear how they’re balancing efficiency with the human connection that drives r...

Send us Fan Mail In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, we dive deep into how investors structure and de-risk opportunities in the fast-growing green energy and materials sectors. Our speaker explains how off-take agreements, royalty structures, and contract-backed revenue streams can deliver stable 20–40% returns — and why government...

Send us Fan Mail In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, we explore why more U.S. investors and family offices are relocating to Puerto Rico for its unique tax advantages. Our guest breaks down how Act 60 (formerly Acts 20 & 22) provides extraordinary benefits — including zero tax on capital gains and reduced taxation on business i...

Send us Fan Mail Richard C. Wilson, Founder & CEO of the Family Office Club, the world’s largest investor community ,shares why today’s market feels like a daily IQ test for every founder, investor, and dealmaker. As Warren Buffett famously said, “When the tide goes out, you see who’s been swimming naked.” Right now, inflation, AI hype, and shifting capital markets are exposing who’s truly sha...

Send us Fan Mail In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, our expert panel dives into the sophisticated tax and legal structures that family offices use to protect, preserve, and grow wealth. From Private Placement Life Insurance (PPLI) to Tax Advantage Corporations and SPVs, you’ll hear how top investors structure deals for tax efficie...

Send us Fan Mail In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, top family office leaders discuss one of the most important — and most human — aspects of wealth: how to communicate, educate, and connect across generations. From teaching children about finance and investing at an early age to integrating Gen 2 and Gen 3 into family office meet...

Send us Fan Mail Join Richard C. Wilson, founder of the Family Office Club, for a powerful announcement about the Family Office Formula — a 4-city event series designed to help you think, negotiate, and invest like the ultra-wealthy. Each one-day event features centimillionaire and decamillionaire speakers, pro athletes, and top investors sharing 50 proven strategies to: ✅ Grow your balance sheet...

Send us Fan Mail Recorded live at the Beverly Hills Investor Club Summit, this episode of the Family Office Podcast explores what truly drives success behind closed doors — how family offices structure their operations, communicate effectively, and build lasting relationships that lead to real opportunities. This conversation reveals what investors actually look for when building trust and how gen...

Send us Fan Mail In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, leading investors share their million-dollar insights — the lessons that separate top performers from the rest. From turning “broken” deals into profitable opportunities, to using systems and process instead of luck, this conversation reveals the mindset and strategy that drive e...

Send us Fan Mail Recorded live at the Beverly Hills Investor Club Summit, this episode reveals how top investors, family offices, and private equity leaders source deals without relying on traditional brokers — and where they find value others overlook. Discover how AI, relationships, and reputation all play a role in unlocking exclusive investment opportunities. Learn what separates elite dealmak...

Send us Fan Mail In this episode, Richard C. Wilson, CEO of the Family Office Club, interviews George Hall, founder of Exchange Place and former CEO of a $10 billion hedge fund. They dive deep into: - How structured notes and securitization are evolving - The democratization of alternative investments after the JOBS Act - Why deal structure often matters more than strategy - The future of fraction...

Send us Fan Mail Recorded live at the Beverly Hills Investor Club Summit, this panel brings together leading investors and family office executives to reveal how they find — and win — deals no one else sees. You’ll hear real-world insights on how top dealmakers source opportunities through relationships, position themselves as trusted partners, and identify investments that deliver both growth and...

Send us Fan Mail In this powerful panel discussion from the Family Office Club, top investors and family office executives explore how to supercharge your investment opportunity set — finding and structuring deals that others never get to see. Learn how experienced investors identify off-market opportunities, build strategic relationships, and perform deep due diligence to reduce risk and enhance...

Send us Fan Mail How do elite athletes sustain peak performance—and build lasting wealth off the field? In this episode, NFL fullback Khari Blasingame (Philadelphia Eagles, Chicago Bears, Tennessee Titans) reveals how discipline, systems, visualization, and mindfulness helped him rise from an undrafted player to a six-year pro—and now, an investor and entrepreneur.   Discover:   How meditation and...

Send us Fan Mail In this episode of the Family Office Podcast, Richard C. Wilson unpacks one of the most powerful lessons he’s learned from 18+ years of working with $100M+ families and billionaires: the people you surround yourself with determine your success more than the strategies you pursue. Drawing from thousands of investor interactions and hundreds of capital-raising pitches, Richard outli...

Send us Fan Mail In this episode, Richard C. Wilson dives into tactical strategies for breaking into new industries, building investor trust, and rapidly raising capital without starting from scratch. Whether you're launching a cutting-edge tech startup or entering a niche vertical, learn how to shortcut the learning curve by targeting the right investors, leveraging authority platforms like...

Send us Fan Mail  Discover how top investors, family offices, and entrepreneurs are navigating today’s fast-changing landscape with advanced strategies and AI-driven tools.  Richard C. Wilson, Founder of the Family Office Club, shares insights from 18+ years, 300+ events, and 22,000 investor profiles—highlighting how to leverage AI for due diligence, deal structuring, and building trusted investor...

Send us Fan Mail Lisa Carmen Wang was a 4-time USA National Champion gymnast and Olympic-level athlete who built her early identity around perfection, discipline, and winning. But today, she’s flipped the script. Now an early-stage VC and author of The Bad Bitch Business Bible, Carmen shares her transformation from a “good girl” mindset to a bold, unapologetic investor rewriting the rules for wome...