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

Richard C. Wilson, CEO of Family Office Club
undefined
Jul 29, 2025 • 25min

Inside a Modern Multi-Family Office: Global Investing, Deal Structuring & Next-Gen Insights

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.com
undefined
Jul 25, 2025 • 11min

Family Offices & Alternatives: Real Estate, Credit, VC | Family Office Panel 2025

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 #PrivateCredit
undefined
Jul 24, 2025 • 34min

How Business Owners Can Protect Wealth & Reduce Risk with 831(b) Plans | Van Carlson Interview

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
undefined
Jul 23, 2025 • 20min

Balmoral Partners: £1B Track Record, 0% Fees, and a New Model for Healthcare Investment

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
undefined
Jul 23, 2025 • 11min

Crystal Ball: Where Real Estate Investing Is Headed in the Next 5 Years | Expert Panel Insights

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 #RegenerativeRealEstate
undefined
Jul 21, 2025 • 24min

AI, Real Estate & Risk: Lessons from Goose Hunting & Billion-Dollar Deals | Investor Panel Highlights

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 #RealEstatePanel
undefined
Jul 18, 2025 • 7min

Top Investors Share Their #1 Advice for Navigating Uncertainty & Building Wealth

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.
undefined
Jul 16, 2025 • 11min

Portfolio Management Strategies from Leading Investors: What’s Working in 2025

Send us a textDiscover how top investors are navigating today’s complex markets and what’s driving strong portfolio performance in 2025. In this insightful panel, investors share what's outperforming in their portfolios—from online gaming and digital assets to green infrastructure and AI—and what they're scaling back due to market volatility.They also discuss:Rebuilding strategies after climate disastersMonetizing youth sports and media platformsThe impact of tokenization and digital payment systemsWhy art, land, and sports investments remain antifragileHow to position for long-term ROI with resilience in mindWhether you’re an individual investor, fund manager, or family office advisor, these real-world strategies will give you actionable takeaways to future-proof your investment approach.📈 Don’t miss these powerful insights—subscribe for more investor content and event coverage.----------------------------------------------------------------------------------------------------------------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
undefined
Jul 14, 2025 • 15min

Building Antifragile Portfolios: How Smart Investors Are Thriving in Uncertain Markets

Send us a textDiscover how experienced investors across real estate, tech, media, AI, art, and sustainability are building antifragile portfolios that don't just survive — they thrive through volatility, disruption, and global change.This panel, recorded live at the Family Office Club Super Summit, explores how investors are navigating market uncertainty, deploying capital into resilient asset classes, and turning passion into performance.Hear insights on:What it means to be an antifragile investorWhy legacy, authenticity, and alignment matter more than everStrategic trends in real estate, AI, sustainability, art, blockchain, sports, and digital mediaWhere capital is flowing in 2024 and what lies ahead🔎 Whether you're managing a family office or building your first portfolio, this is a must-watch for anyone focused on long-term, conviction-driven investing.📌 Learn more: https://FamilyOfficeClub.com------------------------------------------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
undefined
Jul 11, 2025 • 31min

Billion-Dollar Family Offices Share Investment Strategies & Deal Flow Insights | Allocator Panel

Send us a textWhat do billion-dollar family offices really look for in deals? In this powerhouse panel discussion from the Family Office Club Summit, top investors and allocators managing over $1B+ in assets reveal their insights on deal flow, capital structures, real estate, healthcare, AI, venture capital, and more.📈 Hear from industry leaders, including - How to approach billion-dollar investors- Common mistakes when pitching a family office- Real estate and private credit outlook- Structuring deals for long-term value- Using AI and tech in investment due diligence- Scaling from single deals to fund models👉------------------------------------------------------------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

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app