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

Send us a textAvoid the #1 mistake founders make when pitching investors. In this quick video from Thailand, Richard C. shares why experienced investors instantly walk away from overly optimistic "hockey stick" projections—and what actually builds trust and closes capital.✅ Key points:– Why big promises don’t work– The power of trust, team & process– How to pitch like a pro (not an amateur)📍 Join us at: https://FamilyOffices.com#InvestorPitch #FamilyOffice #RaisingCapital #StartupTips #VCAdvice #InvestorRelations #AIStartups

Send us a textDiscover the top secret to raising capital faster and more efficiently from Richard C. Wilson, founder of Family Office Club. In this short video, Richard explains the most powerful shortcut: securing an anchor investor who has already built and exited companies or assets in your niche.Learn how to identify, approach, and benefit from strategic investors who can accelerate your capital raise by 4x or more. Whether you're in real estate, tech, or private equity—this tip could unlock your next big raise.👉 Visit https://FamilyOffices.com to learn more about how we help capital raisers and family offices.

Send us a textWhat does it take to co-found 6 global leaders and scale dozens of ventures across 80+ countries?Discover how Kevin McGovern, Chairman of McGovern Capital, helped co-found 6 global category leaders and scale ventures to over $1 billion in revenue. In this fireside chat at the Family Office Club, Kevin shares real insights on building billion-dollar companies, sourcing high-quality deals, leveraging global joint ventures, and investing with purpose.With over 25 companies co-founded and business done in 80+ countries, Kevin offers rare lessons on capital raising, licensing, family office dealmaking, and creating impact-driven legacies.💡 Topics Covered:Scaling from startup to billion-dollar exitsJoint venture & licensing strategies that workHow to spot game-changing global trends earlyWhy mission-driven investing is the futureKevin’s “Catch the Current, Make the Wave” philosophy🎙️ Interview by Richard C. Wilson | Family Office Club🔗 Learn more: https://FamilyOffices.comhttps://familyoffices.com/

Send us a textDiscover how this  founder of a multi-family office based in Los Angeles, manages capital globally across real estate, credit, and growth-focused private investments. In this fireside chat, Sahil shares rare behind-the-scenes insights on family office operations, cross-border dealmaking, trust-based partnerships, and how to build a resilient investment strategy across generations.✅ What You'll Learn:- How experienced family offices vet and structure global investment deals- Real-world examples of managing capital across real estate, credit, and venture- The critical role of trust, alignment, and governance in ultra-wealthy families- Insights on working with next-gen investors and building multi-generational wealth- How AI is transforming due diligence and investor decision-making📍 Learn more: https://www.FamilyOffices.comhttps://familyoffices.com/

Send us a textGo behind the scenes with Camille Homsier, CEO of a $B+ global family office, and a powerhouse panel of family office leaders from New York, LA, Chicago, and Dubai. Recorded live at the Hawaii Family Office Retreat, this candid conversation explores how the ultra-wealthy are navigating global volatility, investing in private markets, and building legacies through real estate, private credit, and venture capital.Topics include:100% alternative portfoliosReal estate as a foundation for wealthESG and impact investing from the GCC perspectiveBuilding long-term family continuityHow to structure for resilience in unpredictable times👉------------------------------------------------------------I founded the Family Office Club 18 years ago—now with 20 team members, over 1,000 active investors, and 22 events annually. We’ve built over 50 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) 600-9260#FamilyOffice #UltraWealthy #PrivateEquity #ImpactInvesting #AlternativeAssets #BillionaireInvesting #RealEstateInvesting #PrivateCredithttps://familyoffices.com/

Send us a textIn this episode of the Family Office Podcast, host Andrés Ospina sits down with Van Carlson, founder and CEO of SRA 831(b) Admin — the nation’s leading administrator of 831(b) plans. With 25+ years of experience, Van unpacks how traditional insurance is failing today’s business owners and reveals powerful, compliant strategies to self-insure risk using pre-tax dollars.You’ll learn how smart risk management can:Help businesses weather economic stormsTurn tax liabilities into financial assetsFund deductibles, protect brand reputation & survive disruptionsProvide a competitive edge through 831(b) plansTimestamps 00:00 – Meet Van Carlson: Coast Guard vet turned insurance innovator01:37 – How the 2008 recession exposed traditional insurance gaps05:10 – What is an 831(b) plan and why was it created?06:40 – How 831(b) helps manage unfunded liabilities with pre-tax dollars08:58 – How 831(b) plans reduce tax burdens and boost financial stability13:01 – How 831(b) covers cyber risk, brand protection & supply chain risk19:38 – 831(b) vs. 401(k): tax implications & exit strategies21:31 – What business owners must understand before setting up an 831(b)26:01 – The future of risk management: what’s coming next32:49 – Today’s world is riskier — here’s how to stay resilientWhether you're an investor, advisor, or entrepreneur, this episode offers real tools to protect what you’ve built and position your business for long-term success.🔗 Learn more at: https://www.831b.com

Send us a textDiscover Balmoral Partners, a healthcare-focused investment and advisory firm with a $1B+ track record, zero management fees, and a unique model that returns 85% of profits to partners. In this exclusive interview, we explore their strategic work across domiciliary care, nutrition, and healthcare services — as well as their global structure with UK shareholders and a Dubai base of operations.✅ Topics Covered:– How Balmoral delivers strong investor returns– The firm’s unique no-fee structure– Their strategic focus on healthcare efficiency📍 Learn more: www.balmoralpartners.global ⏱️ Timestamps / Chapters:00:00 – Welcome & Introduction to Balmoral Partners00:34 – Ross Tompkins' Background in Healthcare & Entrepreneurship01:53 – First Exit & Entry into Healthcare M&A02:14 – 20+ Healthcare Deals in the UK & Australia03:01 – Expanding to the U.S. & UAE Market Focus03:40 – Embracing AI in Healthcare Operations05:31 – What Sets Balmoral Apart: Empathy + Expertise06:44 – Sector Focus: Care Homes, Med Spas, Peptides & Hormonal Health09:03 – Ideal Deal Size & Acquisition Sweet Spot12:28 – Zero Management Fee Model Explained13:02 – Red Flags: What Balmoral Avoids in Healthcare15:38 – "You're Not a Businessman": The Balmoral Culture17:16 – $1B+ in Transactions: Real-World Track Record18:43 – How to Contact Balmoral Partners#HealthcareInvesting #PrivateEquity #DomiciliaryCare #BalmoralPartners #HealthTech #InvestmentStrategy  #UKInvestors

Send us a textWhat does the future of real estate look like over the next five years? In this powerful investor panel, experts share their bold predictions, emerging concerns, and timeless strategies for navigating the decade ahead.Whether you're a real estate investor, syndicator, developer, or passive LP — this conversation dives into the macro trends, climate risks, and investment philosophies that will shape the future of the industry.🎯 Key topics covered:Real estate fundamentals vs forecastingBuilding downturns into financial modelsOpportunity zones, historic tax credits, and net-zero mandatesRising insurance costs and inflationPolitics, rent control, and regional riskNature-backed assets and regenerative developmentWhy values, partners, and execution are the real crystal ball🧠 Featuring perspectives from:✔️ A 30-year real estate veteran & private lender✔️ Family office leaders investing in hotels, triple-net, and land✔️ A heart surgeon turned academic medical real estate developer✔️ A next-gen family office building eco-retreats and climate-smart properties✔️ Multifamily and preferred equity investors with deep market insightsThis is more than just a forecast — it’s a masterclass in risk, resilience, and opportunity.👉 Subscribe to stay updated on global real estate trends and expert investor panels.🌐 Learn more at: https://FamilyOffices.com#RealEstate2025 #FutureOfInvesting #NetZero #FamilyOffice #OpportunityZone #ClimateRisk #Inflation #RentControl #RealEstatePanel #AlternativeAssets #NatureAsAnAsset #RegenerativeRealEstatehttps://familyoffices.com/

Send us a textWhat does goose hunting have to do with investing in AI and real estate? A surprising analogy kicks off this dynamic investor panel covering today's most relevant topics in the real estate market.In this video, you'll hear from a powerhouse lineup of investors, developers, and operators across multifamily, private lending, regenerative real estate, healthcare-integrated communities, and more. Topics discussed include:Real estate investment strategies for the next decadeWhy preferred equity and syndicates are being re-evaluatedHow physicians and family offices are partnering on purpose-driven developmentsWhy raw land and eco-retreats are growing trendsThe risk of being “first in the V” when chasing new ideas like AIFeaturing insights from:✔️ National REIT operators✔️ Next-gen family office investors✔️ Surgeons turned real estate developers✔️ Eco-resort and net-zero project leaders✔️ Legacy brokers with 200,000+ agentsThis conversation blends hard-won wisdom with fresh ideas for navigating today’s investment environment — don’t miss it.👉 Subscribe for more expert investor panels and industry insights.📍 For upcoming events and access to our network: https://FamilyOffices.com#RealEstateInvesting #AI #PrivateEquity #FamilyOffice #RealAssets #TripleNet #EcoRealEstate #CapitalMarkets #RealEstatePanelhttps://familyoffices.com/

Send us a textWhat’s the best advice investors can follow right now? In this closing session of the Family Office Club event, experienced investors across real estate, AI, art, sports, and sustainability share their #1 insights on how to grow and protect wealth over the next decade.You’ll hear powerful guidance on:Investing with authenticity and purposeThe role of storytelling in portfolio strategyWhy uncertain times are a breeding ground for innovationThe importance of diversification and alignmentLegacy building through culture, education, and valuesWhether you're a family office, fund manager, or solo investor, these 60-second gems are filled with timeless wisdom for long-term investing success.https://familyoffices.com/