
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

Dec 15, 2023 • 32min
Thinking Like a Billionaire: Mental Models for Success
Send us a textIn this exciting presentation by our founder and CEO, Richard C. Wilson talks about the areas that we are the most focussed on right now at Family Office Club. Richard has picked up 15 excellent insights after conducting 30 exclusive billionaire interviews, and he will be sharing these tips and best practices for you to start using right away. Knowledge is power, and in this era of rapid change, adapting the mental models of billionaires can be your key to staying ahead. Join us on this immersive journey of inspiration and transformation, and empower yourself to think like a billionaire for unparalleled success.01:33 - Introduction to Family Office Club Services02:31 - Billionaires' Focus on Niche Areas03:08 - Acquisition of Billionaires.com03:26 - Team and Social Media Presence03:37 - Advisory Board Member: Joe Williams09:02 - Billionaire Book Recommendations17:16 - Key Principles Shared by Billionaires22:07 - Acquiring Choke Points Strategy26:34 - Importance of Frictionless Growth30:24 - Maintaining a High Level of Excellence30:47 - Million Dollar Private Investors Playbook31:11 - Contact Information#familyoffices #investor #privateinvestors #capitalraising #funding #investorclub #billionaires #billionairesecrets

Dec 8, 2023 • 11min
Deciding Your Rate of Return with Income Models
Send us a textUnderstanding how to calculate and optimize your rate of return is crucial for building wealth. From dividends and interest to rental income and business profits, explore the diverse avenues available for generating income and maximizing your returns. Learn how to assess risk and reward, factor in market conditions, and make informed decisions that contribute to a robust financial portfolio. Richard Wilson's expert insights and practical tips provide valuable knowledge for investors of all levels, empowering you to make confident choices in the dynamic world of finance.00:02 - Insights into the Preferred Income Model00:15 - Market Dynamics: Varied Approaches to Preferred Returns00:31 - Defining Market Standards: Preferred Returns and Profit Splits00:41 - Custom Negotiations: Tailoring Deals for Success00:55 - Success Story: Empowering a Female Real Estate Developer with Custom Structures01:44 - Wealth Protection: The Crucial Role of Custom Structures02:32 - Investor Sophistication: Balancing Opportunity and Education02:42 - Strategic Deal Insight: Investing in Operating Businesses06:26 - Legal Tactics in Real Estate Investments: LLCs vs. C Corps09:15 - Unlocking Extreme Preferred Returns in Real Estate#familyoffices #billionaires #billionairesecrets #investor #privateinvestors #capitalraising #funding #investorclub

Dec 7, 2023 • 22min
Navigating Performance Fee Models: Key Considerations for Investors
Send us a textWhether you're an investor, financial professional, or simply curious about fee structures, this discussion provides valuable insights into the world of performance-based fees. Richard Wilson breaks down the nuances, advantages, and potential pitfalls associated with these fee structures, offering practical tips and considerations to help you make informed decisions. Join us as we demystify Performance Fee-Only Structures and empower you with the knowledge to navigate the financial landscape effectively.01:57 - Introduction to Business Challenges02:10 - Scrutiny on Performance-Only Registrations04:11 - Balancing Fees and Performance for Family Offices06:19 - Investor Preferences for Direct Deals Over Funds08:22 - Co-Investment and Differentiating Investor Preferences11:07 - Licensing Considerations and Family Office Perspective14:25 - Importance of Licensed Partners in Fundraising18:22 - Reasons Behind Opting for a Fund#billionaires #billionairesecrets #familyoffices #investor #privateinvestors #capitalraising #funding #investorclub #businesssecrets #businessstrategy

Nov 28, 2023 • 8min
Why Gross Revenue Royalties Are On The Rise
Send us a textExplore the fundamental principles behind Gross Revenue Royalties and get a better understanding of how this innovative financing model is reshaping the landscape for both investors and businesses. From startups to established enterprises, discover the key reasons behind the increasing adoption of Gross Revenue Royalties and how they offer a unique alternative to traditional funding methods. Richard Wilson, our Founder and CEO, breaks down the advantages and potential challenges associated with this financing approach, providing valuable insights for entrepreneurs, investors, and anyone keen on staying ahead of the curve in the ever-evolving business ecosystem.#billionaires #investors #entrepreneur #financialstrategies #familyoffices #investor #privateinvestors #capitalraising #funding #investorclub

Nov 21, 2023 • 8min
Strategies for Building Trust and Alignment in Deal Closures
Send us a textIn the dynamic world of business, successful deal closures hinge on more than just the terms of an agreement. Trust and alignment are the cornerstones that can make or break a deal. In this insightful video, Richard C. Wilson delves into powerful strategies that go beyond the negotiations, focusing on the crucial elements of trust-building and alignment that pave the way for mutually beneficial agreements. From effective communication and transparent collaboration to understanding the nuances of relationship-building, these strategies are the keys to unlocking successful deal closures in any industry.#billionaires #billionairesecrets #familyoffices #investor #privateinvestors #capitalraising #funding #investorclub

Nov 20, 2023 • 8min
Building Wealthy Connections: Real Deal Examples from Richard C. Wilson
Send us a textRichard C. Wilson, a seasoned expert in building wealthy connections, shares real-life examples of successful deals that have propelled individuals towards financial prosperity. Joe Williams, a co-founder of Keller Williams Realty, is one of our wealthiest connections that we've made, and the value that we've gotten from him is something that we're then able to share with the connections that we make. Gain valuable insights as Richard shares some of our best deal examples and our strategies that you can apply to your own wealth-building endeavors.#familyoffices #billionaires #billionairesecrets #wealthbuilding #wealthbuildingtips #investor #privateinvestors #capitalraising #funding #investorclub

Nov 17, 2023 • 11min
Master Self-Directed IRAs, Health Savings Accounts, & Solo 401Ks | John Bowens - Equity Trust
Send us a textJoin us for an insightful session with renowned financial expert David Bowens as he delves into the powerful world of Self-Directed IRAs, Health Savings Accounts (HSAs), and Solo 401Ks. In this must-watch video, David shares invaluable tips and strategies on how to leverage these financial tools to supercharge your wealth-building journey. Discover the key advantages and unique features of Self-Directed IRAs, HSAs, and Solo 401Ks, and learn how these investment vehicles can empower you to take control of your financial future.For access to the complete panel discussion, join the Family Office Club.We look forward to see you at our next live event.#familyoffices #billionaires #billionairesecrets #billionarie #investor #privateinvestors #capitalraising #funding #investorclub

Nov 15, 2023 • 9min
Training Your Family to Cultivate and Preserve Money | David Sebastian - Credo
Send us a textAcquire essential insights into strategic wealth management, successful investment strategies, and proven techniques for safeguarding your family's financial legacy as David imparts invaluable wisdom on instructing future generations to grow and preserve family office wealth.David Sebastian, a distinguished expert in the field, brings a wealth of experience and practical advice that will enable you to make informed decisions, navigate market uncertainties, and establish a enduring financial foundation for generations to come.For full access to the comprehensive panel discussion, become a member of the Family Office Club. We anticipate your presence at our upcoming live event.#billionaires #billionairesecrets #billionairemindset #familyoffices #investor #privateinvestors #capitalraising #funding #investorclub

Nov 13, 2023 • 4min
How A Deal Structure Takes the Lead Over Strategy
Send us a textYou can have a great strategy, but if you have a bad structure, then it's a bad deal. And you can have an average strategy, with an amazing structure, and your deal will be taken much more seriously. Learn from Richard Wilson about how structure trumps strategy when it comes to building better deals and how a well-crafted deal structure can often outshine even the most meticulously devised strategies. From alignment and transparency to optionality and cash recycling, check out the full video to get the latest update from Richard.#familyoffices #billionaires #billionairesecrets #billionairemindset #investor #privateinvestors #capitalraising #funding #investorclub

Nov 10, 2023 • 7min
Why Creative Deal Structures Are Leading The Way In Today's Markets
Send us a textRichard Wilson opens the discussion on the game-changing strategies that innovative entrepreneurs and businesses are leveraging to stay ahead in the rapidly evolving landscape of today's markets. Whether you're a seasoned entrepreneur or just starting your business journey, Richard shares his insights that will inspire you to think outside the box and explore new possibilities for growth given how effective creative deal structures have become in today's markets. Watch and learn how these dynamic approaches not only adapt to economic change but also thrive in the face of uncertainty.#billionarie #familyoffices #investor #privateinvestors #capitalraising #funding #investorclub -----------------Our 16-year-old investor club, the Family Office Club, has 25 team members, 2 million social followers, has closed on over $500M of transactions, has over 4,000 active investors, and hosts 15 live events a year. To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download on https://lp.FamilyOffices.com/book + https://CapitalRaising.com To date, our podcast and YouTube content has been downloaded over 5 million times. Please subscribe to this channel as well as our Family Office Podcast so you do not miss our most popular mini-series content https://www.youtube.com/@FamilyOfficeClub