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

Discover how top investors and wealth managers find exclusive off-market deals through strategic partnerships. Learn why building relationships is key to successful deal flow. Explore innovative negotiation tactics to secure favorable terms, including control provisions and board seats. Delve into unique investment opportunities across sectors like tourism tech and music intellectual property. Uncover how venture accelerators help align interests and unlock additional capital, providing insights for navigating the investment landscape.

Send us a textRecorded live at the Hawaii Family Office Retreat, this powerhouse panel explores how leading investors are leveraging their entrepreneurial roots, NextGen family members, and innovative business models to allocate capital and scale effectively.Key Topics Covered:- How to source and acquire undervalued businesses from retiring founders- The “silver wave” opportunity and wealth transfer trends- Leveraging systems like EOS for scalable growth- Identifying niche asset classes like RV parks for cash flow & appreciation- Using AI to optimize hiring and due diligence- Structuring deals for both short-term returns and long-term legacy building- NextGen engagement, intergenerational wealth transfer, and family valuesWhether you’re an investor, family office executive, or entrepreneur, this session is packed with actionable insights on scaling smart, building legacy, and creating resilient portfolios.📌 Hosted by: Richard C. Wilson, Family Office Club📍 Event: Hawaii Family Office Retreat👉------------------------------------------------------------I founded the Family Office Club 18 years ago—now with 20 team members, over 1,000 active investors, and 25 events annually. We’ve built over 40 AI tools using data from 300 events.  Event calendar: https://familyoffices.com/ Ways to join: https://familyoffices.com/join/Our most popular YouTube series covers capital raising, investor strategies, and billionaire interviews on Billionaires.com.Want free resources or one of my books on investing, family offices, or raising capital? Just ask. Richard@FamilyOffices.com | Text/WhatsApp: (808) 600-9260https://familyoffices.com/

Send us a textIn this inspiring segment, hear from this CEO on how purpose-driven investing can create real impact. She shares how her firm champions women founders, women leaders, and innovators who drive change worldwide. Learn her approach to building wealth with intention, giving back, mentoring future leaders, and balancing success with meaningful contributions.Discover insights on:- Investing with purpose and long-term vision- Empowering women entrepreneurs and leaders- Building intergenerational wealth responsibly- Mentorship and guiding the next generation-Combining profit with positive impactRecorded live at the Family Office Club investor event in Hawaii.📌 About Family Office ClubWe connect investors, founders, and dealmakers through 30+ live events annually. Learn more at https://familyoffices.com/ https://familyoffices.com/

Send us a textIn this Family Office Investor Panel, top investors reveal how they source the most exclusive, off-market, and top 1% investment opportunities — plus the critical role estate planning plays in preserving wealth across generations.What You’ll Learn:- How to find and secure exclusive off-market opportunities in real estate, minerals, and energy- Why direct-to-owner deal sourcing can unlock better pricing and faster closes- The overlooked opportunities in small-balance commercial real estate lending- Estate planning strategies that protect and grow wealth for future generations- Using irrevocable trusts and generation-skipping trusts to minimize tax impact- The role of relationships in uncovering litigation finance and private credit dealsFrom mineral rights to litigation finance, and from manufacturing resurgence to generational wealth transfer, this panel delivers actionable strategies for serious investors.📌 About Family Office ClubWe connect investors, founders, and dealmakers through 30+ live events annually. Learn more at https://familyoffices.com/ https://familyoffices.com/

Send us a textWe’re in the third year of the toughest venture capital market in decades. In this Family Office & Investor Panel, top investors and capital raisers share real-world strategies for securing funding, standing out from the crowd, and thriving in today’s high-interest, high-volatility environment.What You’ll Learn:- How to differentiate your pitch and make it memorable to investors- Why “being real” and prepared beats chasing every shiny opportunity- Leveraging opportunistic and non-correlated investments during downturns- Why oil & gas, healthcare, and legal investments can build true portfolio resilience- The case for midstream pipeline infrastructure as a mispriced asset class- How short, targeted capital raises can reduce risk and attract investors fasterFeaturing leaders in real estate, oil & gas, opportunistic funds, and alternative investments — with proven track records of navigating market cycles and delivering outsized returns.📌 About Family Office ClubWe connect investors, founders, and dealmakers through 30+ live events annually. Learn more at https://familyoffices.com/ https://familyoffices.com/

Send us a textGain rare insights from top family office investors and wealth managers during this $6B Private Investor Panel hosted at the Family Office Club. Learn firsthand from leaders in oil & gas, real estate, alternative investments, and M&A on how they source, evaluate, and close high-quality deals.What You’ll Learn:- Building trust before the numbers: why relationships drive investing- Avoiding value traps and over-concentration in your portfolio- Recession resilience & non-correlation strategies for long-term stability- Opportunities in upstream oil & gas when it’s “out of favor”- How to source proprietary, scalable deals that fit your ecosystem- Partnering to reduce risk and access larger opportunitiesFeaturing leaders in family office investing with $6B+ in combined transaction experience.📌 About Family Office ClubWe host 30+ live events annually, connecting investors, founders, and fund managers worldwide.https://familyoffices.com/ https://familyoffices.com/

Send us a textJoin our exclusive AI webinar for a live walkthrough of Investor Super Intelligence — a powerful suite of 40+ Custom GPT tools designed specifically for founders, allocators, dealmakers, capital raisers, and investors. This advanced platform streamlines sourcing, due diligence, and investor outreach to help you close more deals, faster.In this session, you’ll discover:1️⃣ The 40+ ChatGPT AI tools we’ve developed at Family Office Club2️⃣ How these tools streamline sourcing, outreach, due diligence, and investor conversions3️⃣ Ways to integrate AI into your daily workflow to save time, gain insights, and close more deals💡 Built from nearly 20 years of investor club expertise, these tools feature structured data, multi-step analytics, and process automation unlike anything else available for founders, dealmakers, and investors worldwide.0:18:24 Investor Pipeline Builder — Find top 50 investors + Excel export & follow-up tips0:20:37 Coffee with Richard — Ask-me-anything over 3,900 pages of content0:22:24 Investor Email Optimizer — Scores & rewrites with 20+ investor-driven criteria0:28:15 Billionaire Collective Intelligence — Insights distilled from 985 talks & 46 interviews0:33:13 Investor One-Line Pitch — Generate and iterate 7 strong one-liners0:38:40 Investor Advantage — Feedback synthesized from 1,000+ investor talks0:42:31 Dewey (Instant Due Diligence Advisor) — Risk/missing-info scan of deals & docs0:45:21 Dewey — Auto-build a 30-question Master DDQ from your deck/PPM1:04:52 Tech Capital Co-Pilot — Industry-specific advisor 1:11:16 Instant Advisory Board  → consensus recommendationsThis webinar is hosted by Richard C. Wilson – CEO of Family Office ClubFounder of the largest family office investor club (30+ events annually, 300+ total events)Author of 13 books, keynote speaker in 18 countries (750+ talks)Creator of Investor Super Intelligence and owner of https://billionaires.com/, where he interviews 100 billionaires publicly🔗 Learn more & register for upcoming events: https://FamilyOffices.comhttps://familyoffices.com/

Send us a textExplore how family offices and investors are navigating the digital asset space — from Bitcoin and blockchain to NFTs and tokenized real-world assets. This panel brings together experienced crypto entrepreneurs, investors, and advisors who discuss:- Why smart capital is finally allocating to crypto- Bitcoin vs altcoins: where to start- Regulatory shifts and global adoption- Web3 infrastructure and investment opportunitiesWhat skeptics are missing in 2025- Real-world crypto use cases beyond speculationWhether you're new to digital assets or looking to refine your strategy, this discussion offers grounded insights and practical advice from professionals with skin in the game.📌 Topic include:– Crypto Allocation Strategies– Regulation & Risk– Why Family Offices Are Warming Up to Bitcoin– Network Effects and the Future of Web3– Questions from Investorshttps://familyoffices.com/

Send us a textJoin us for this powerful fireside chat with Patrick O'Meara, Founder & CEO of Patrick Ventures Family Office. With over $11 billion in transactions, Patrick brings decades of real-world investing experience and wisdom to the stage.In this conversation, you'll learn:✅ Partnering with the Catholic Church to build senior housing across the U.S.✅ The value of authenticity and humility in family office investing✅ How to filter deals, avoid shiny-object distractions, and scale wisely✅ Building intergenerational wealth & preparing the next generation✅ Solving the affordable housing crisis with tiny homes and real estate innovation✅ Why integrity, grit, and focus matter more than pitch decks or big promisesHe also dives into timeless family office values: trust, legacy, and doing business with good people.🎥 Recorded live at the Hawaii Family Office Retreat, hosted by Richard C. Wilson and the Family Office Club. YouTube link https://youtu.be/PsX6Kh4E9Ss 🧠 Want more conversations like this?Subscribe and explore our growing library of investor interviews, keynote talks, and capital raising strategies for family offices, founders, and fund managers.#FamilyOffice #Investing #RealEstate #CapitalRaising #FamilyOfficeClub #HousingCrisis #TinyHomes #WealthManagement #FiresideChat #RichardWilsonhttps://familyoffices.com/

Send us a textWhat’s the one mistake that almost cost them everything? In this powerful panel, seasoned investors, fund managers, and founders open up about the biggest mistakes they’ve made — and the lessons that can save you years of pain.From trusting the wrong people… to chasing the wrong investors… to ignoring family wisdom… these are the moments that reshaped careers and portfolios.Whether you're raising capital, deploying it, or growing a family office, their real-world stories offer timeless guidance.🔔 Subscribe for more behind-the-scenes investor insights.📅 Join our next live event: https://FamilyOffices.comhttps://familyoffices.com/