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

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/

Send us a textIn this power-packed keynote from the Hawaii Family Office Retreat, Richard C. Wilson shares 10 proven growth strategies that have helped thousands of investors, capital raisers, and entrepreneurs thrive. Drawing from 18+ years of running the Family Office Club, Richard delivers practical insights on:🚀 How to use gross revenue royalties to de-risk investments🧠 The real reason top entrepreneurs set up family offices🧘‍♂️ Why your state of mind might matter more than your strategy🧰 The most effective way to leverage AI tools for investor outreach🤝 The overlooked power of high-velocity action and relationship capital🔍 Why "best practices" can actually make you average📚 How mental models and billionaire thinking shape success🛠️ The #1 way to stand out when raising capital (hint: custom structuring)📉 How to eliminate the 5% of your business that causes 95% of the chaos💡 Why focus, saying no, and knowing your "one thing" is the key to scaleIf you're an investor, capital raiser, founder, or family office executive looking for an edge — this is for you.🎯 Learn more and join the Family Office Club at https://FamilyOffices.com📅 Upcoming events in NYC, Dallas, LA & Miami: https://FamilyOffices.com/events📩 For investor relations support, contact: support@familyoffices.comhttps://familyoffices.com/

Send us a textLooking to raise capital in today’s market? Watch this expert panel of founders, fund managers, and family office leaders share what’s actually working in 2025 — from cutting-edge tools and tech like ChatGPT, to timeless strategies like in-person networking, educational content, and investor trust-building.You’ll hear real stories and proven tactics from investors in oil & gas, real estate, art, cannabis, and advanced robotics. Whether you're a seasoned capital raiser or just getting started, this is a masterclass in modern fundraising.👉 Want to meet investors face-to-face? Join our next Family Office Club event: https://FamilyOffices.com🔔 Subscribe for more insights from 300+ events and 17M+ investor community members.https://familyoffices.com/

Send us a textJoin us for a dynamic panel discussion on the rapidly evolving world of alternative investments. Hosted by the Family Office Club, this conversation brings together top investors and entrepreneurs across cannabis, precious metals, AI-driven asset management, fractionalized art, oil & gas, and battery energy storage.📌 Topics Covered:– The shift from 60/40 portfolios to alternative-heavy strategies– How cannabis is outperforming traditional markets among Gen Z & Millennials– The intersection of fine art & precious metals in alternative investing– AI-powered hedge strategies to mitigate downside risk– Robotic pets as medical devices: combining tech & healthcare– Scalable battery storage and energy arbitrage– Oil & gas overlooked opportunities🔔 Subscribe for more insights from top investors, entrepreneurs, and fund managers, also here is the link to our Youtube channel https://www.youtube.com/@FamilyOfficeClub🌎 Learn more at: https://FamilyOffices.com#AlternativeInvesting #FamilyOffice #CannabisInvesting #EnergyStorage #PreciousMetals #FractionalArt #AIFinance #BatteryStorage #OilAndGasInvesting #CapitalRaising #InvestorPanel #FamilyOfficeClubhttps://familyoffices.com/