Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights Advanced Investor Strategies + Ready-to-Use Artificial Intelligence Tools for Due Diligence & Deal Making
Oct 2, 2025
Discover how elite investors and family offices are adapting to a fast-evolving financial landscape. Explore the power of AI tools for due diligence and deal-making. Learn why in-person meetings remain crucial for building trust, and how to network effectively at events. Uncover insights on family values and the importance of exposing the next generation to investing. Plus, find out how mental models from successful entrepreneurs can shape investment strategies and boost investor IQ.
AI Snips
Chapters
Books
Transcript
Episode notes
Founder’s Long Run And Event Approach
- Richard Wilson describes founding Family Office Club 18 years ago and attending 300+ events to learn from peers.
- He uses events to craft panel questions based on what he wants to learn and keeps sessions fast-paced.
In-Person Meetings Still Trump Digital
- Meeting in person remains critical because investors assess authenticity and competence face-to-face.
- Physical visits reveal operational truths faster than digital interactions, even as AI advances.
AI And Data Centers Are Reshaping Markets
- AI and data center growth are accelerating capabilities and reshaping investment landscapes rapidly.
- Expect dramatic changes in a year as chips and LLM efficiency surge and new infrastructure scales.
