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Secrets of the Ultra-Wealthy: Inside the World of Family Offices | Richard Wilson E300

Jul 12, 2025

In this discussion, Richard Wilson, founder of familyoffices.com and advisor to over 100 ultra-wealthy families, unveils the hidden intricacies of family offices. He highlights how billionaires manage and evolve their wealth across generations, emphasizing the blend of wealth and wellness. Richard shares the importance of purposeful morning routines, motivation, and the transformative role of AI in business efficiency. Additionally, he touches on the risks of quantum computing to cryptocurrencies, providing a comprehensive look into the strategies that underpin extreme wealth.

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ANECDOTE

Origin of Family Office Club

Richard Wilson entered the family office space after struggling to get capital raised through traditional investors and advisors.
He researched the term "family office" himself and created a blog that grew into a large resource over 18 years.

INSIGHT

Health Neglected by Ultra-Wealthy

Many ultra-wealthy focus less on health despite their resources and busyness.
Prioritizing health is key since good health can enhance wealth by increasing energy and focus.

ADVICE

Simple Health Practices

To improve health, prioritize sleep, move your body daily, and avoid processed foods.
Regular blood tests and natural supplements can support wellness alongside functional exercise like CrossFit.

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Ever wonder how billionaires actually build, protect, and pass down their wealth?

In this episode, we sit down with Richard C. Wilson — founder of the Family Office Club and advisor to 100+ ultra-wealthy families — to pull back the curtain on the secret world of family offices.

These private wealth systems are how the ultra-rich multiply assets, reduce taxes, manage risk, and preserve their lifestyle across generations. Richard breaks down how the top 0.01% think differently about money, legacy, health, and long-term investing — and why most people are playing an entirely different game.

From billionaire mental models to the rise of AI in wealth management, and the quiet habits that actually build generational wealth — this episode reveals the strategies the wealthy never share on social media.

Whether you’re building your first million or planning 100 years ahead, this is your blueprint for playing the wealth game at the highest level.

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Previous Guests Include:

Brandon Turner, Tarek El Moussa, Henry Washington, Rich Somers, Mikey Taylor, Tom Wheelright, David Greene, Tony J. Robinson, Robert Croak, Chad “Coach” Carson, Brett Hundley, Devon Kennard and Marques Colston.

Disclaimer: The information provided on this podcast is for educational and informational purposes only. It should not be considered as financial advice or a recommendation to buy or sell any financial instrument or engage in any financial activity. The content presented here is based on the speaker's personal opinions and research, which may not always be accurate or up to date. Financial markets and investments carry inherent risks. Individuals should conduct their own research and seek certified professional advice before making any financial decisions. The links in the episode descriptions may include referral or affiliate commissions, and we may receive compensation from partner websites.