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

Send us a textIn 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 efficiency, asset protection, and multigenerational planning — and why most professionals overlook these strategies.💡 Key Takeaways:What is Private Placement Life Insurance (PPLI) and how it works for alternative assetsThe Tax Advantage Corporation model — combining philanthropy, estate planning, and tax strategyWhy residency and income situs matter for wealth preservationWhen and how to use SPVs for specific deal structuresReal examples from experienced family office leaders investing in crypto, oil & gas, and AI ventures🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers.🔗 Learn more at FamilyOffices.comhttps://familyoffices.com/

Send us a textIn 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 meetings, this conversation explores the values, respect, and real-world experiences that build lasting legacies.💡 Key Takeaways:How leading families teach the next generation about wealth and responsibilityWhy respect and listening are essential to effective communicationReal examples of integrating children into investment and philanthropy discussionsHow culture shapes family office dynamics and parenting stylesSimple ways to prepare future heirs for stewardship, not entitlement🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers.🔗 Learn more at FamilyOffices.comhttps://familyoffices.com/

Send us a textJoin 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 faster✅ Structure and close deals more effectively✅ Apply the mental models of the ultra-wealthy✅ Negotiate joint ventures and partnerships✅ Build long-term, generational wealth📍 Event Locations:New York CityLos AngelesFort LauderdaleDallas🎟️ Reserve your seat: https://familyoffices.com/formulaThe Family Office Club has hosted 300+ investor events over 18 years, featuring 1,500+ investors and 250+ speakers from across the world.If you want to connect directly with investors, family offices, and fund managers in person — this is where it happens.👉 Learn more at: https://familyoffices.com/formula#FamilyOfficeClub #InvestorEvents #PrivateInvesting #WealthBuilding #FamilyOfficeFormulahttps://familyoffices.com/

Delve into the inner workings of family offices as experts discuss their operational structures and communication strategies. Learn why trust and authenticity are paramount in building investor relationships. Discover how the principle of adding value first fosters long-lasting partnerships. Hear insights on the importance of patience, where years-long dialogues yield lucrative opportunities. The conversation also touches on the significance of attending quality events for developing connections that enhance investment potential.

Send us a textIn 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 elite investment success.💡 Key Takeaways:Every deal is broken until you fix it — here’s how top investors do itThe secret to building wealth through systems, not emotionWhy taking every meeting can lead to your next great relationshipHow adding value creates opportunity (and loyalty)Where billion-dollar ideas are hiding in plain sight🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers.🔗 Learn more at FamilyOffices.comhttps://familyoffices.com/

Send us a textRecorded 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 dealmakers from the rest and how they consistently identify high-value assets others miss.💡 Topics Covered:Why top investors rarely rely on brokersThe power of relationships vs. cold deal flowHow to position yourself to receive off-market opportunitiesBuilding long-term partnerships that create trust and wealthFinding “broken deals” and turning them into profitWhy communication and authenticity still beat automation in investing🎧 Powered by the Family Office Club — the world’s #1 community for family offices, investors, and capital raisers.🔗 Learn more: FamilyOffices.comhttps://familyoffices.com/

Send us a textIn 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 fractional ownership in assets like sports, entertainment, and artGeorge shares unique insights from his hedge fund career and explains how his new platform, Exchange Place, is opening access to institutional-grade investments for family offices and accredited investors.📈 Learn more: https://exchangeplace.io🌐 Our Investor Club Connects you to 1,000+ Investors, 25 Events a Year, and 40 Ready-to-Use Artificial Intelligence Tools, become a member at https://FamilyOffices.comhttps://familyoffices.com/

Send us a textRecorded 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 resilience.💡 Topics include:How to uncover exclusive deal flow before it hits the marketThe role of relationships in finding top-tier investmentsBuilding credibility and domain dominance in your sectorWhy transparency and reputation drive long-term deal accessUsing AI and data without losing the human connectionIf you’re raising capital, sourcing deals, or building your investor network — this episode shows what the best in the industry actually do behind closed doors.🎧 Powered by the Family Office Club — the world’s #1 community for family offices, investors, and dealmakers.🔗 FamilyOffices.comhttps://familyoffices.com/

Send us a textIn 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 returns.Key topics include:✅ Sourcing exclusive and under-the-radar deals✅ How to gain access to top-tier investment opportunities✅ Balancing risk and reward through due diligence✅ Building relationships that lead to better deal flow✅ The evolving landscape of real estate, private equity, and venture investingIf you’re an investor, fund manager, or entrepreneur looking to gain an edge in deal origination, this discussion delivers practical insights you can use right away.🎧 Powered by Family Office Club — the world’s largest community of ultra-wealthy investors and family offices.📍 Learn more or attend upcoming events: https://FamilyOffices.com#FamilyOfficeClub #InvestorPanel #PrivateEquity #DealFlow #InvestmentStrategies #FamilyOfficehttps://familyoffices.com/

Send us a textHow 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 “warrior thinking” sharpen performanceThe mindset shift from athlete to investorHis approach to real estate, long-term investing, and building generational wealthLessons learned from costly mistakes and skipping stepsWhat it really takes to go from player to partner in business 🎯 Stay tuned as Khari shares his vision for developing community-impact real estate in Huntsville, Alabama—and his advice for athletes building their next chapter. 🎙️ This episode is part of our Family Office Club Pro Athlete Series. 📩 Want to join the next panel or connect with our team?Contact: Richard@FamilyOffices.com | 📞 305-503-6652🌐 FamilyOffices.com---- We’d like to extend a heartfelt thank you to Daniel Puder for joining us at the Family Office Club and contributing his time, wisdom, and energy to our athlete investor panels.Daniel is a former undefeated MMA fighter, WWE’s $1M Tough Enough Champion, Deputy Sheriff, and Founder of MLMP. He currently serves as Co-Founder and President of MLMPI Prep Academy, Founder of My Life My Power, and Co-Founder of My Life My Brand. Beyond his impressive career, Daniel is an author, professional speaker, and passionate advocate for public education.His purpose-driven mission to inspire youth, empower communities, and equip law enforcement and educators with mentorship tools is deeply impactful. We are grateful to have had his leadership, insights, and authentic voice on stage at our summit.Thank you, Daniel, for helping make this event so meaningful.YouTube Episode https://youtu.be/9Xs0cTAUIKYhttps://familyoffices.com/