
Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights. We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing and scale you are in the right place.Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and innovative structures such as performance-fee only and Co-GP investment opportunities. The Family Office Club has over 7,500 registered investors and our online investor community has over 700 recorded investor mandates, with a normal 15 live events hosted a year with 6,500 participants at those live events. To learn more please visit http://FamilyOffices.com or text (305) 333-1155
Latest episodes

Jul 9, 2025 • 35min
Investor First Impressions: Live Brand & One-Liner Ratings by Active Investors
Send us a textIn this fast-paced panel, active investors review and rate real brands and one-liners submitted by attendees—live. Watch as investors give their first impressions of logos and positioning statements, providing real-time feedback on clarity, impact, and uniqueness. This session offers actionable insights on how to sharpen your messaging, stand out from the crowd, and avoid the common pitfalls that get deals overlooked. Includes takeaways on using AI tools to craft powerful one-liners and improve pitch performance.----------------------------------------------------------------------------------------------------------------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

Jul 1, 2025 • 23min
$100M+ in Self-Storage: How John Built & Sold His Empire
Send us a textJohn started in retail, pivoted to self-storage, and scaled a vertically integrated empire worth over $100 million. In this high-energy Family Office Club fireside chat, he shares how he raised capital, built teams, failed forward, and exited for millions—all while staying true to his boots-and-jeans authenticity.✅ How he raised his first $1.5M with no prior track record✅ Building trust with investors through transparency✅ Lessons from two exits and a $1.8M personal return✅ Why being in the right rooms matters more than ever✅ And yes… the story behind that jacketThis is a masterclass in real estate, resilience, and relationship-driven capital raising.-----------------------------------------------------------------------------------------------------------------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#SelfStorage #RealEstateInvestor #FamilyOfficeClub #CapitalRaising #PrivateEquity #WealthBuilding #Centimillionaire #StorageInvesting

Jun 30, 2025 • 7min
Breaking Through: How Crypto, AI, and Decentralized Apps are Shaping Investment Decisions and Fundraising
Send us a textIn this insightful episode, experts discuss how emerging technologies like cryptocurrency, AI, and decentralized applications (dApps) are revolutionizing investment decisions and fundraising methods. Simon shares his journey from pioneering e-payment systems and cryptocurrencies in Asia to exploring innovative fundraising techniques through tokenization. He also delves into the growing trend of tokenizing real estate and physical infrastructure, and how these developments are shaping investment opportunities worldwide. The conversation also explores the evolving secondary market and the increasing role of private equity in a changing global economy. Tune in for valuable insights on how these cutting-edge technologies are breaking through barriers, offering new opportunities, and influencing investor strategies.-----------------------------------------------------------------------------------------------------------------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

Jun 27, 2025 • 5min
Family Office & Investor Panel: Key Lessons from Private Equity Experts on Market Shifts and Investment Strategies
Send us a textIn this episode, private equity experts share some of the most surprising and counterintuitive lessons they've learned throughout their careers. From the importance of people and leadership to the power of physical proximity during acquisitions, discover how these lessons shaped their investment strategies. They also delve into the challenges posed by unexpected market shifts, including the impact of the pandemic on multifamily markets and the rapid rise of interest rates. Additionally, they discuss the importance of understanding industries before investing and the hard realities of direct investing, especially when family offices are involved.-----------------------------------------------------------------------------------------------------------------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

Jun 25, 2025 • 2min
Building & Selling a Business: Operational Efficiencies, AI, and Timing the Market
Send us a textIn this episode, Tracy shares her journey of growing a business from $40 million to $200 million and the strategic decision-making behind selling at the right time. She discusses the importance of recognizing market conditions, operational efficiencies, and leveraging AI to increase company value. Tracy also offers invaluable advice for families with private equity holdings, stressing the need to focus on cash flow, profitability, and long-term growth. She emphasizes how finding operational improvements can lead to better returns and why timing the market plays a crucial role in business success.-----------------------------------------------------------------------------------------------------------------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

Jun 24, 2025 • 23min
From Tech Exec to $100M+ Investor: How He Built His Family Office from Scratch
Send us a textWhat does it really take to build a family office from scratch? Yahya Mahmud went from a tech career to scaling a private credit and real estate business that led to a life-changing exit. In this fireside chat, hosted by Richard C. Wilson at the Family Office Club, Yahya shares:✅ How he leveraged systems thinking for sustainable wealth✅ His approach to private lending & co-investments✅ Why character returns when doing due diligence✅ The "barbell strategy" & his favorite mental models✅ What first-gen family offices get right (and wrong)Whether you're raising capital, building a legacy, or scaling your own family office—this is a masterclass in wealth creation through trust, leverage, and discipline.To attend upcoming investor events or explore membership:www.FamilyOffices.com/joinRichard@FamilyOffices.comCall/Text: +1 (305) 333-1155

Jun 23, 2025 • 7min
Global Private Equity Opportunities: European Tech, U.S. Efficiencies, and China’s Lead in Digitization
Send us a textIn this episode, we explore global private equity dynamics—from geopolitical risks in Europe to high-potential tech opportunities and operational efficiencies in Asia and beyond. Our guests dive into undervalued European tech assets, cross-border investment strategies, and how software, AI, and cybersecurity are transforming private companies. We also break down the CAT framework: Cybersecurity, AI, and Talent—and how they impact valuations and portfolio performance. Finally, we discuss digital fundraising, tokenization, and how digitization is reducing costs and unlocking liquidity for smaller businesses worldwide.Whether you're investing in tech, real estate, or global markets, this episode is packed with timely insights and actionable strategies.-----------------------------------------------------------------------------------------------------------------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

Jun 20, 2025 • 2min
Real Estate Valuations, Interest Rates, and Cash Flow Pressures: What’s Next for the Market?
Send us a textIn this episode, we explore how elevated interest rates are impacting real estate valuations and deal activity. Mark shares insights from the multifamily and student housing sectors, discussing the widening gap between buyer and seller expectations, the growing pressure on assets with variable-rate debt, and the cash flow challenges reshaping the market. As recession fears loom, we unpack what investors should watch for—and where opportunities may emerge below replacement cost. If you're navigating real estate in today’s economic climate, this conversation is a must-listen.

Jun 19, 2025 • 19min
How to Maximize ROI at Investor Events | Tips from Family Office Club CEO Richard C. Wilson
Send us a textAfter hosting 300+ events over the past 18 years, Family Office Club founder and CEO Richard C. Wilson shares 10 proven strategies for making the most of your time at investment conferences. Whether you’re raising capital, investing, or building key relationships, these insights will help you unlock maximum ROI from every event you attend.📍 In this session, filmed live at one of our Family Office Club event, Richard covers:➡️ How to build authentic relationships with family offices➡️ The power of positioning and deal structuring➡️ Why in-person connections outperform Zoom and email➡️ What top investors are actually looking for➡️ Tactical networking strategies for real results👉 Learn more: https://FamilyOffices.com📩 Subscribe to our newsletter: Investor Club Edge https://www.linkedin.com/newsletters/investor-club-insights-7144302057456300032/🔗 Follow us on LinkedIn for future events & resources#FamilyOfficeClub #InvestorConference #CapitalRaising #InvestmentStrategy #RichardCWilson #DealFlow #InvestorRelations #AlternativeInvesting

Jun 17, 2025 • 31min
Inside the Minds of Billion-Dollar Family Offices: How the Ultra-Wealthy Invest in 2025
Send us a text🔍 Discover rare insights from some of the world's most influential family offices in this powerful panel from the Family Office Club event. Learn how top investors allocate capital, structure deals, co-invest with trusted peers, and navigate today’s volatile markets.💼 Whether you're an emerging investor, a family office, or a fund manager, this conversation offers a masterclass in how billionaires think, invest, and build lasting impact.🎯 Topics Covered:• Deal selection strategies from Fairbridge and other leading firms• Real estate vs. venture capital investing• Co-investment trends and family office collaboration• Creating legacy and impact through conscious investing• Building long-term wealth through private equity and niche asset classes📍 Family Office Club Event🔔 Subscribe for more insights from global family offices and ultra-wealthy investors.Next event https://familyoffices.com/awaii