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

Send us a textThis powerful investor panel discussion explains exactly what family office investors want to see from founders, capital raisers, and fund managers. From pitch structure and outreach strategies to trust-building and valuation expectations, this conversation cuts through the noise. Learn why knowing your numbers is non-negotiable, how to stand out in a crowded inbox, and why most founders fail to make it past the first filter. Hear insights on what makes investors engage, how to avoid overhyping unrealistic growth, and why emotional alignment, skin in the game, and long-term thinking matter more than flashy decks. This session also dives into how some family offices use proprietary data and internal strategies to outperform the market, and why personal connection, patience, and education are more valuable than aggressive selling. Whether you’re seeking a family office partner or trying to refine your investor pitch, this is required viewing.🔗 Learn more: https://FamilyOffices.comhttps://familyoffices.com/

Send us a textIn this rapid-fire Q&A, Richard C. Wilson answers key audience questions on how to connect with investors, build pitch credibility, and use AI tools for smarter capital raising.💬 Questions Answered in this Session:- How can AI help find and target the right investors on LinkedIn?- We launched in 2019 — is that enough history to build investor trust?- What’s the best way to get responses to cold outreach?- How do you stand out when pitching busy billionaires or family offices?Richard shares real examples, cold email strategies, and insights from interviewing 40+ billionaires — including how his team secured investor meetings with Mark Cuban and others through humor, value, and patience.📈 Ideal for:- Capital raisers- Startup founders- Private equity and venture funds- Family office professionals🎯 Learn the psychology and strategy behind investor engagement — and what not to do when following up.🔗 More strategies: https://FamilyOffices.com#investorrelations #capitalraising #founderfundraising #familyoffice #coldoutreach #aioutreach #pitchstrategy #qandasession #richardcwilson #startuptips #investorcredibility #dealflow #raisingcapitalhttps://familyoffices.com/

Send us a textIf you’re raising capital, pitching investors, or structuring joint ventures, this video reveals 5 free things that build trust instantly, get you more investor meetings, and make your pitch stand out.🧠 Most founders, GPs, and dealmakers don’t include these — but every serious investor wants them.From high-trust visuals to one-liners and founder videos, these strategies cost nothing yet unlock credibility, momentum, and deal flow.🔍 In this video, you'll learn:- Why a 2-minute founder video is essential for trust- What goes into a killer one-pager that gets read- How to use clear branding and visuals to de-risk your deal- The pitch materials that family offices and LPs expect- Real-world examples of bad vs. good packagingWhether you’re pitching family offices, raising a fund, or growing a startup, these insights are critical for getting traction.💬 “These 5 things cost nothing—but most people don’t have even two of them. That’s a capital-raising crime.” – Richard C. Wilson🎯 Learn what actually gets investor responses and meetings.📺 Subscribe for more strategies from 22,000+ family office investors: https://FamilyOffices.com#capitalraising #pitchdeck #familyoffice #fundraisingtips #investorrelations #founderfundraising #richardcwilson #oneliner #startuptools #venturecapital #realestateinvesting #investorpitchhttps://familyoffices.com/

Send us a textIn this powerful talk recorded live at a Family Office Club Investor Day, Richard C. Wilson shares timeless principles of influence and persuasion that have helped raise billions in capital and build one of the largest investor networks in the world.🔥 Topics covered:- Why ethical reputation is the #1 key to trust and influence- How Cialdini’s 7 principles of influence apply to raising capital and deal structuring- Real-world tactics for investors, fund managers, and founders- Why meeting in-person is 16x more effective for closing deals- The psychology behind reciprocity, scarcity, and authority- How to frame your offer using pre-suasion for higher conversion- Tips for capital raisers working with family offices, dentists, doctors, and UHNWIsWhether you’re a private equity investor, founder raising capital, or a family office navigating deal flow — these insights will make you a more trusted and persuasive communicator.📚 Mentioned books:Influence: The Psychology of Persuasion – Robert CialdiniPre-Suasion – Robert Cialdini🎥 Watch the full Cialdini interview: https://youtu.be/pheQGAWS34Q 🔗 Learn more: https://FamilyOffices.com#influence #persuasion #cialdini #familyoffice #capitalraising #investorpsychology #richardcwilson #dealflow #trust #pefunds #uhnw #investingstrategies #authoritypositioninghttps://familyoffices.com/

Send us a text"Data is the new fossil fuel" — and AI is transforming how investments are sourced, vetted, and scaled. In this insightful conversation, we explore how ultra-high-net-worth investors and family offices are leveraging data and AI to enhance fund selection, streamline due diligence, and identify top-performing GPs.You’ll learn:- How data analytics drives fund-of-funds selection- Why AI is powerful in PE but limited in early-stage VC- The critical role of founder storytelling in attracting UHNW capital- How single family offices balance technology with personal relationships📍 Whether you're raising capital or managing wealth, understanding how elite investors are using AI will give you a strategic edge.🔗 Reserve your seat at upcoming investor events: https://familyoffices.com//ai#AIinvesting #FamilyOffice #UHNW #FundofFunds #VC #PrivateEquity #DataDriven #CapitalRaising #TechInvesting #ArtificialIntelligencehttps://familyoffices.com/

Send us a textDo billionaires like Warren Buffett actually live frugally—or is it just for show? In this insightful conversation, Jonathan unpacks the frugality of ultra-high-net-worth (UHNW) individuals, the truth behind Buffett’s modest lifestyle claims, and how many wealthy investors are turning to affordable housing, especially mobile home parks, as both a profitable investment and a way to give back. Learn how UHNW individuals invest in purpose-driven assets while flying under the radar—and why frugality and philanthropy aren't mutually exclusive.https://familyoffices.com/

Send us a textExplore how ultra-high-net-worth individuals approach luxury and collectibles—not for short-term gains, but as a form of cultural expression, security, and legacy-building. From Persian carpets to fine art and gold, these assets are chosen not just for their beauty, but for their enduring value and meaning across generations.https://familyoffices.com/

Send us a textStep inside our first-ever Family Office Club Retreat in Hawaii, hosted by Richard C. Wilson. This milestone event brought together top-tier investors, capital raisers, and family offices for a full day of powerful networking, fireside chats, and advanced insights on deal structuring, artificial intelligence, and investor relations.In this video, you'll hear directly from Richard as he sets the tone for the day, shares key statistics on the family office industry, and introduces 25 expert speakers who discuss:• Smart capital raising strategies• Using AI to work 33% faster with fewer mistakes• Investor mental models & deal structures• How to build powerful investor relationships• Tools to find and structure better deals📲 Subscribe for more investor strategies & insights at our YouTube channel:https://www.youtube.com/@CentimillionaireStrategies🌴 Want to join us at the next event?Visit https://FamilyOffices.com for our upcoming schedule.https://familyoffices.com/

Send us a textExplore how ultra-high-net-worth individuals succeed by listening more, staying open to learning, and leveraging their competitive advantages in global markets. From infrastructure innovation to cultural insight, discover what sets them apart in spotting hidden opportunities and navigating risk.https://familyoffices.com/

Send us a textIn this powerful discussion, Sylvia—an experienced voice in policy and wealth management—breaks down why emerging fund managers and independent sponsors continue to face massive roadblocks in raising capital post-COVID.She explains the growing gap between smaller investment firms and trillion-dollar wealth management giants like Blackstone and KKR, and what emerging managers must do to compete in today’s conservative capital environment.🔍 Key topics covered:Why large wealth managers can afford to sit on the sidelinesHow smaller managers must move quickly and define their edgeThe importance of rewriting your investment thesisWhat ultra-wealthy investors are doing differently in 2025Why expertise and focus are more critical than everHow the alternative energy sector is misunderstood by many investors💡 Whether you're raising your first fund, running a boutique firm, or advising family offices, Sylvia’s takeaways offer a clear roadmap for capital raising success in a post-pandemic world.More insights from real investors, wealth managers, and fund builders:https://FamilyOffices.com/https://familyoffices.com/