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

Send us Fan Mail What does it take to co-found 6 global leaders and scale dozens of ventures across 80+ countries? Discover how Kevin McGovern, Chairman of McGovern Capital, helped co-found 6 global category leaders and scale ventures to over $1 billion in revenue. In this fireside chat at the Family Office Club, Kevin shares real insights on building billion-dollar companies, sourcing high-qualit...

Send us Fan Mail Discover how this  founder of a multi-family office based in Los Angeles, manages capital globally across real estate, credit, and growth-focused private investments. In this fireside chat, Sahil shares rare behind-the-scenes insights on family office operations, cross-border dealmaking, trust-based partnerships, and how to build a resilient investment strategy across generations....

Send us Fan Mail Go behind the scenes with CEO of a $B+ global family office, and a powerhouse panel of family office leaders from New York, LA, Chicago, and Dubai. Recorded live at the Hawaii Family Office Retreat, this candid conversation explores how the ultra-wealthy are navigating global volatility, investing in private markets, and building legacies through real estate, private credit, and v...

Send us Fan Mail In this episode of the Family Office Podcast, host Andrés Ospina sits down with Van Carlson, founder and CEO of SRA 831(b) Admin — the nation’s leading administrator of 831(b) plans. With 25+ years of experience, Van unpacks how traditional insurance is failing today’s business owners and reveals powerful, compliant strategies to self-insure risk using pre-tax dollars. You’ll lear...

Send us Fan Mail Discover Balmoral Partners, a healthcare-focused investment and advisory firm with a $1B+ track record, zero management fees, and a unique model that returns 85% of profits to partners. In this exclusive interview, we explore their strategic work across domiciliary care, nutrition, and healthcare services — as well as their global structure with UK shareholders and a Dubai base of...

Send us Fan Mail What does the future of real estate look like over the next five years? In this powerful investor panel, experts share their bold predictions, emerging concerns, and timeless strategies for navigating the decade ahead. Whether you're a real estate investor, syndicator, developer, or passive LP — this conversation dives into the macro trends, climate risks, and investment phil...

Send us Fan Mail What does goose hunting have to do with investing in AI and real estate? A surprising analogy kicks off this dynamic investor panel covering today's most relevant topics in the real estate market. In this video, you'll hear from a powerhouse lineup of investors, developers, and operators across multifamily, private lending, regenerative real estate, healthcare-integrated...

Send us Fan Mail What’s the best advice investors can follow right now? In this closing session of the Family Office Club event, experienced investors across real estate, AI, art, sports, and sustainability share their #1 insights on how to grow and protect wealth over the next decade. You’ll hear powerful guidance on: Investing with authenticity and purpose The role of storytelling in portfolio s...

Send us Fan Mail Discover how top investors are navigating today’s complex markets and what’s driving strong portfolio performance in 2025. In this insightful panel, investors share what's outperforming in their portfolios—from online gaming and digital assets to green infrastructure and AI—and what they're scaling back due to market volatility. They also discuss: Rebuilding strategies a...

Send us Fan Mail Discover how experienced investors across real estate, tech, media, AI, art, and sustainability are building antifragile portfolios that don't just survive — they thrive through volatility, disruption, and global change. This panel, recorded live at the Family Office Club Super Summit, explores how investors are navigating market uncertainty, deploying capital into resilient...

Send us Fan Mail What do billion-dollar family offices really look for in deals? In this powerhouse panel discussion from the Family Office Club Summit, top investors and allocators managing over $1B+ in assets reveal their insights on deal flow, capital structures, real estate, healthcare, AI, venture capital, and more. 📈 Hear from industry leaders, including  - How to approach billion-dollar in...

Send us Fan Mail In this fast-paced panel, active investors review and rate real brands and one-liners submitted by attendees—live. Watch as investors give their first impressions of logos and positioning statements, providing real-time feedback on clarity, impact, and uniqueness. This session offers actionable insights on how to sharpen your messaging, stand out from the crowd, and avoid the comm...

Send us Fan Mail John started in retail, pivoted to self-storage, and scaled a vertically integrated empire worth over $100 million. In this high-energy Family Office Club fireside chat, he shares how he raised capital, built teams, failed forward, and exited for millions—all while staying true to his boots-and-jeans authenticity. ✅ How he raised his first $1.5M with no prior track record ✅ Buil...

Send us Fan Mail In this insightful episode, experts discuss how emerging technologies like cryptocurrency, AI, and decentralized applications (dApps) are revolutionizing investment decisions and fundraising methods. Simon shares his journey from pioneering e-payment systems and cryptocurrencies in Asia to exploring innovative fundraising techniques through tokenization. He also delves into the gr...

Send us Fan Mail In this episode, private equity experts share some of the most surprising and counterintuitive lessons they've learned throughout their careers. From the importance of people and leadership to the power of physical proximity during acquisitions, discover how these lessons shaped their investment strategies. They also delve into the challenges posed by unexpected market shifts...

Send us Fan Mail In this episode, Tracy shares her journey of growing a business from $40 million to $200 million and the strategic decision-making behind selling at the right time. She discusses the importance of recognizing market conditions, operational efficiencies, and leveraging AI to increase company value. Tracy also offers invaluable advice for families with private equity holdings, stres...

Send us Fan Mail What does it really take to build a family office from scratch? Yahya Mahmud went from a tech career to scaling a private credit and real estate business that led to a life-changing exit. In this fireside chat, hosted by Richard C. Wilson at the Family Office Club, Yahya shares: ✅ How he leveraged systems thinking for sustainable wealth ✅ His approach to private lending & co...

Send us Fan Mail In this episode, we explore global private equity dynamics—from geopolitical risks in Europe to high-potential tech opportunities and operational efficiencies in Asia and beyond. Our guests dive into undervalued European tech assets, cross-border investment strategies, and how software, AI, and cybersecurity are transforming private companies. We also break down the CAT framework:...

Send us Fan Mail In this episode, we explore how elevated interest rates are impacting real estate valuations and deal activity. Mark shares insights from the multifamily and student housing sectors, discussing the widening gap between buyer and seller expectations, the growing pressure on assets with variable-rate debt, and the cash flow challenges reshaping the market. As recession fears loom, w...

Send us Fan Mail After hosting 300+ events over the past 18 years, Family Office Club founder and CEO Richard C. Wilson shares 10 proven strategies for making the most of your time at investment conferences. Whether you’re raising capital, investing, or building key relationships, these insights will help you unlock maximum ROI from every event you attend. 📍 In this session, filmed live at one of...

Send us Fan Mail 🔍 Discover rare insights from some of the world's most influential family offices in this powerful panel from the Family Office Club event.  Learn how top investors allocate capital, structure deals, co-invest with trusted peers, and navigate today’s volatile markets. 💼 Whether you're an emerging investor, a family office, or a fund manager, this conversation offers a...

Send us Fan Mail Discover how billionaires think, make decisions, and move fast in a world of constant change. In this keynote, Family Office Club founder Richard C. Wilson shares insights from interviews with billionaires, ultra-wealthy investors, and family offices managing $100M+ in assets. Learn the key mental models, productivity habits, and mindset shifts that separate billionaires from ever...

Send us Fan Mail 🔥 In this exclusive fireside chat hosted by Richard C. Wilson, founder of the Family Office Club, we dive deep into the journey of Michael and Samantha — co-founders of one of the top five largest ATM networks in the country. With 28+ years of entrepreneurial grit, they scaled their business to an 8-figure valuation and successfully exited. In this powerful session, they share:...

Send us Fan Mail In this exclusive Family Office Club Fireside Chat, Richard C. Wilson sits down with John Lettera, co-founder of Fairbridge Asset Management, to explore how he built a $1 billion+ real estate platform from scratch—without an Ivy League pedigree, and with a military-honed mindset of discipline, transparency, and boots-on-the-ground diligence. John shares: How he scaled from $100K t...

Send us Fan Mail In this episode, we dive into how private equity firms are adapting to a higher interest rate environment. With debt financing more difficult to secure, cash flow–positive companies are seeing increased demand.  Our panel breaks down how valuations have shifted over the past two years, what it means for current holdings, and how firms are rethinking deal sourcing, diligence, and e...