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, 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 policies can either accelerate or derail these projects.💡 Key Takeaways:How off-take agreements secure revenue and stabilize project riskThe mechanics behind royalty-based energy investment modelsHow law, policy, and capital intersect in green infrastructureLessons from recent government-backed projects that failedWhy private markets must now stand on their own in the green economy🎧 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, 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 income — all while maintaining U.S. citizenship.💡 Key Takeaways:What Act 60 is and how it evolved from Acts 20 & 22Why Puerto Rico offers one of the world’s most powerful tax incentives for U.S. investorsThe reality of living and doing business there todayHow to structure residency and income sourcing properly (consult your tax advisor)Why timing, lifestyle, and compliance matter just as much as the tax rate🎧 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 textRichard 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 sharp and who’s asleep at the wheel.From overpriced deals and inflated service costs to lazy assumptions and “too good to be true” offers, Richard reveals how to stay alert, protect your capital, and make decisions like a family office.💡 Learn how to spot red flags before they cost you millions.⚙️ Master the mindset ultra-wealthy investors use to evaluate deals.🚀 This 5-minute insight could save your next raise, partnership, or investment.Learn more at FamilyOffices.comWelcome to the Family Office Club Podcast. We interview billionaires, centimillionaires, family offices, and leading investors to help founders, entrepreneurs, and capital raisers grow smarter and scale faster.If you want to raise capital, sharpen your investor strategy, and build lasting wealth — you’re in the right place.🌎 About Family Office ClubFounded 18 years ago, Family Office Club is the #1 investor club globally — with:• 25 full-time team members• 18M+ social media followers• $500M+ in closed transactions• 7,500+ active investors• 30 live investor events per year🔹 Join as a capital raiser or CEO → FamilyOffices.com🔹 Register as an investor → InvestorClub.com🔹 Access our free books & training → FamilyOffices.com/book🔹 Visit our Capital Raising Masterclass → CapitalRaising.comOur podcast and YouTube content have been downloaded over 5 million times.Subscribe now to the Family Office Club YouTube Channel → @FamilyOfficeClubAnd stay tuned for our most popular mini-series and billionaire investor insights.https://familyoffices.com/

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/