Synopsis
The Family Office Podcast covers real estate investments, co-investing and capital raising trends, and private equity business strategies used by $100M+ net worth families and their single family offices. Within this podcast we explore ultra-wealthy, multi-family office, single family office, and even billionaire investment case studies and insights. Content includes interviews, recorded webinars, conference presentations and quick concise insights as well. The content of this comes from meeting with 1,000 family offices in 22 countries and operating the #1 largest family office association, the Family Office Club..
Episodes
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Pro Athlete talks about NFL Success, Smart Investing, and Top 1% Strategies
18/03/2025 Duration: 06minSend us a textIn this powerful interview, Dan Puder sits down with Marques Colston, the all-time leading receiver for the New Orleans Saints and a Super Bowl champion, to discuss the mindset, discipline, and investment strategies that set top performers apart.
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Exclusive Billionaire Interview: Serg Bell on AI, Investment & Smart Business Strategies
11/03/2025 Duration: 12minSend us a textIn this exclusive interview, Richard C. Wilson from https://billionaires.com/ & founder of the Family Office Club, speaks with Serg Bell, a prominent tech entrepreneur, investor, and philanthropist known for founding dozens of IT and technology companies, venture capital funds, and science education centers.Serg shares his incredible journey from his early days as a physicist in Singapore to becoming a global leader in the tech industry. He discusses the turning points that shaped his success, the value of understanding legal documents and contracts, and the importance of due diligence in business.Key Highlights:✅ Turning Points in Business: How strategic decisions over 33 years led to Serg’s success.✅ Valuable Strategy: The importance of understanding contracts and legal agreements for entrepreneurs.✅ AI in Legal Processes: Serg’s work with Aracor AI, automating legal tasks and enhancing efficiency in legal teams.✅ Costly Mistakes: Why failing to conduct proper due diligence is a common pit
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Community of Founders & Investors: Meet Quarterly, Leverage AI & Scale Faster with Capital
07/03/2025 Duration: 02minSend us a textJoin the #1 Investor & Founder Community – Family Office Club! Hello, Richard Wilson here, founder of the Family Office Club! If you're an entrepreneur, investor, or founder looking to scale your business, raise capital, or connect with high-net-worth investors, this video is for you.At Family Office Club, we bring together:✅ Superfounders who’ve scaled to $500K–$1M+ in profits✅ Angel Investors, Billionaires & Family Offices actively investing✅ AI-Powered Due Diligence Tools to help you structure better deals✅ 16 Exclusive Investor Events annually in Beverly Hills, Dallas, NYC, & South Florida✅ A Private Network with 17M+ members, 300+ live events, and elite-level insights
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Family Offices, Investors, and Founders in One Room: The #1 Event - Family Office Club Super Summit
18/02/2025 Duration: 07minSend us a textThe 2024 Family Office Club Super Summit video recap with 600+ attendees and 250+ investors highlights a successful gathering focused on connecting high-level investors, family offices, founders and business leaders. The event emphasized building valuable relationships and maximizing returns through diverse investment strategies.Participants discussed investment opportunities across sectors like healthcare, technology, private equity, real estate, and sports assets.Speakers shared their experiences, from scaling billion-dollar funds to navigating sectors like medical clinics, energy, and distressed real estate. Topics ranged from angel investing to disruptive technologies like blockchain, AI, and robotics. Several attendees also highlighted how the event facilitated meaningful connections that led to funding opportunities and collaborations.The investor summit's appeal was clear: it's a must-attend for those seeking to grow their portfolios, explore new asset classes, and meet potentia
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Maximizing Your ROI at Investor Events: Strategies, Networking, and Key Insights for Success
18/02/2025 Duration: 16minSend us a textLooking to get the most out of investor events? In this video, Richard Wilson, founder of the Family Office Club, shares his expert strategies for maximizing ROI, building valuable connections, and understanding key deal structures at investor events.With nearly two decades of experience and over 300 live events hosted, Richard provides actionable insights on how to network effectively, conduct due diligence, and grow your investment opportunities. The Family Office Club event promises to elevate your investment knowledge and help you grow your network.Key Highlights:- Learn how to maximize ROI from attending investor events- Understand how to structure deals effectively and identify key opportunities- Expert tips on networking and connecting with investors at all stages- Strategies for working with family offices, high-net-worth individuals, and entrepreneurs - Insights on high-quality investment opportunities and deal-making strategiesIf you're looking to gain valuable insights into the w
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$1 Billion in Assets: Trends in Multi-Family Offices & Wealth Advisors | Expert Panel Discussion
30/01/2025 Duration: 35minSend us a textJoin us for an exclusive deep dive into the world of multi-family offices, wealth advisors, and billion-dollar investment strategies. This panel brings together top financial experts managing billions in assets, sharing insights on alternative investments, private equity, real estate syndications, hedge funds, and the future of wealth management.
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From Zero to $5 Billion: Journey of Reinvention in Luxury Real Estate
17/01/2025 Duration: 23minSend us a textJoin Richard C. Wilson as he sits down with Larry Connor, founder of The Connor Group, in this compelling Billionaire Fireside Chat. Larry shares his journey from humble beginnings in Ohio to building a thriving real estate investment firm with over $5 billion in assets across 18 markets.In this candid conversation, Larry discusses:Overcoming failures and the power of perseverance.Building a performance-driven culture and empowering employees.The importance of innovation and breaking industry norms.Philanthropy and giving back through impactful initiatives.Insights from his personal adventures to outer space and the deep sea.Learn how Larry's unique mindset, focus on people and process, and relentless drive for excellence have propelled his success. Whether you're an investor, entrepreneur, or aspiring leader, this interview is packed with invaluable lessons.
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Billionaire Fireside Chat: Lessons from a Billion-Dollar Healthcare Investor
10/01/2025 Duration: 16minSend us a textIn this exclusive fireside chat, Dr. Jacque Sokolov, Chairman and CEO of SSB, shares his journey through 30+ years of healthcare innovation, investment, and entrepreneurship. With multiple billion-dollar exits, including a Decacorn, and managing one of the largest LLCs with over 1,000 investors, Dr. Sokolov offers invaluable lessons on scaling businesses, identifying healthcare opportunities, and navigating complex markets.Key highlights include:- The $5 trillion U.S. healthcare market's untapped potential.- Opportunities in physician practice management, mRNA, DNA, and AI-enabled applications.- Building strategic partnerships for growth.- Advice for founders and investors seeking 10x to 30x returns.Don’t miss this deep dive into healthcare and life sciences with one of the industry's most accomplished leaders.
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Billionaire Fireside Chat: Michelangelo Fine Art Collection
08/01/2025 Duration: 19minSend us a textDiscover how Mark transformed his career from timber and real estate to becoming a global leader in fine art with Treasure Investments. In this exclusive interview, Mark shares how his company has grown to be the #1 seller of fine art molds worldwide, with pieces showcased in over 75 galleries and on 100 cruise ships.Learn about the groundbreaking $2.5 billion art deal unveiled at Art Basel, featuring Michelangelo's masterpieces cast in pure silver, including the iconic David. Mark also discusses his passion for art, the challenges he's overcome, and the unique strategies that led to his unprecedented success.Watch to see how his journey redefines art as an investment and inspiration. Don’t forget to visit billionaires.com for more insights into Mark’s story and his revolutionary work in the fine art world.
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Unlock the AI Edge: Join Our Investor Mastermind This January 2025
07/01/2025 Duration: 02minSend us a textAre you ready to gain the edge in artificial intelligence and business growth? Whether you're a founder, investor, or scaling your platform, staying ahead in AI is critical in today’s rapidly evolving landscape.With 55,000+ AI companies and countless tools out there, how do you choose what works? Most of us don’t have a tech background or time to experiment with endless tools. That’s why the Family Office Club is bringing you the Investor Mastermind: Artificial Intelligence Edge—a hands-on, practical event to help you rise to the top 20% of AI adopters.What You'll Get:- Insider access to the AI tools we use for capital raising, due diligence, sales, productivity, and networking.- Small group discussions, actionable worksheets, and a one-page cheat sheet of practical AI tools.- Networking opportunities with peer founders and 500+ registered investors.This Mastermind Focuses On:- Proven tools and techniques you can implement right now (no futuristic fluff).- Boosting your confidence in u
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Unlocking Wealth: Insights from the Family Office Community
19/12/2024 Duration: 09minSend us a textWant to become the best in your niche? In this video, Richard C. Wilson dives deep into strategies for dominating your market by choosing a niche, staying laser-focused, and continuously learning. From leveraging specialized knowledge and building strong networks to maintaining alignment and vision, discover actionable tips for achieving success.Key takeaways include:- Why niching down accelerates growth.- The importance of speed, experimentation, and learning.- How extreme focus can be your ultimate superpower.- Aligning with the right people for shared goals.- Building brand equity for long-term impact.Learn how leaders like Steve Jobs, Peter Thiel, and others shaped their success, and explore practical advice on crafting a vision, nurturing relationships, and maintaining a relentless drive.#Entrepreneurship #BusinessGrowth #SuccessTips #Networking #NicheMarketing
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Expert Insights on Risk Management in Private Investments
17/12/2024 Duration: 13minSend us a textRisk management isn't always what it seems—hear from industry veterans as they share candid insights on mitigating investment risks, avoiding pitfalls, and understanding the true art of due diligence. From assessing pedigree and skin in the game to questioning the real value of boards and advisors, this discussion cuts through the noise with hard-earned experience.Discover:- Why risk management begins before the investment- The importance of “skin in the game” for executives and fund managers- Why traditional boards and advisors may fail your risk evaluation- Real-world examples of mitigating massive financial risksTune in to learn what really matters when it comes to identifying red flags, asking tough questions, and making smarter investment decisions.
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Expert Insights on Raising Capital from Multifamily Offices
06/12/2024 Duration: 11minSend us a textUnlock the secrets to raising capital from multifamily offices in this in-depth discussion with expert insights from Pierre and other industry leaders. Learn how to navigate the complex landscape of multifamily offices, from gaining platform approval to building lasting relationships with small and large firms.Key takeaways include:- The importance of fund manager platforms and rigorous vetting processes.- Why small managers often outperform large ones and how to position yourself to secure investments.- Strategies for balancing investments between big-name firms and niche players.- Insights into fostering sustainable growth for business owners as a risk mitigation strategy.- Whether you're an emerging fund manager or a seasoned investor, this video is packed with actionable advice to help you secure capital and drive long-term success.
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3 Minutes to Maximize Your Next 1-3 Days at an Investor Event
05/12/2024 Duration: 04minSend us a textHey everyone, Richard Wilson here, founder of the Family Office Club. I’m excited you're going to be joining us for our live in-person event. There are a few housekeeping items that you should know about. 1. Networking App: WhovaFirst, we use a virtual networking app called Whova. Please register for that. You can connect with people through the app, set up meetings, see profiles of people on stage, and message others. When you message people, make sure to be clear about what you do. Have your one-liner dialed in to describe what you do and what you're looking for. Don’t just reach out asking if people want to meet without giving them context about what you do.2. Understanding Investor ProfilesSecond, the people who do best at our event realize that the wealthiest investors in family offices typically don’t wear name tags saying, “Hey, I’m Richard, CIO of my family office,” or “I’m a private investor.” They’re often in industries like construction, dry cleaning, stem cells, healthcare,
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Lessons from the NFL, Discipline, Entrepreneurship & Achieving Top 0.1%
03/12/2024 Duration: 07minSend us a textIn this new episode of the Pro Athlete Mini Series, we dive into the incredible 10-year NFL career of Chris Spencer, who played for the Seattle Seahawks, Chicago Bears, and Tennessee Titans. Chris reflects on the discipline and work ethic he developed as a child growing up on a farm in Mississippi, which helped him stay ahead in both sports and life. He shares valuable insights on how he transitioned from sports to entrepreneurship, focusing on his real estate investments, a distribution company, and his innovative psychometric company, which helps individuals understand their personality and behaviors through language.Chris also reveals how important self-awareness, goal-setting, and positive affirmations have been to his success. He discusses how relationships, early career advice, and learning from financial mistakes shaped his path, encouraging others to prioritize connections and continuously educate themselves. In the final moments, Chris shares how being self-aware, knowing your strengths
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Pro Athlete - NFL Player Interview on What Leads to Success in Sports, Business & Investing
27/11/2024 Duration: 08minSend us a textKyle Auffray, a former NFL player turned private equity investor, shares his journey from professional sports to managing a $100M sports asset fund. In this interview, Kyle talks about:- His NFL career and how he stayed disciplined and healthy.- The power of goal-setting and visualization strategies.- Lessons learned from networking and the importance of raising your standards.- Why investing in yourself and your health is the key to long-term success.- Insights into Champion Venture Partners, a private equity fund focused on the sports ecosystem, including team ownership and sports technology.If you want to outcompete the 99% and learn how professional athletes transition to thriving business leaders, this video is a must-watch! #NFLPlayer #AthleteSuccess #KyleAuffray #GoalSetting #RaisingStandards #SportsInvestments #VentureCapital #PrivateEquity #SportsEcosystem #HealthyLifestyle #SelfDiscipline #SuccessMindset #EntrepreneurAdvice #LifeAfterNFL #MillionDollarLessons #BusinessStrategies #Sport
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Investor Conference & Club Due Diligence: 7 Areas to Investigate
26/11/2024 Duration: 07minSend us a textHi, I’m Richard Wilson, founder of the Family Office Club, In this video, I’ll walk you through the 7 key questions you should ask when doing due diligence on investment conferences, clubs, and events. As someone who’s hosted hundreds of events and been to many more, I know how important it is to make sure you’re investing your time and energy into the right opportunities.I won’t be giving you all the answers here, but I’ll share the critical areas you need to investigate before attending any event or joining an investor club. From understanding the team behind the event to evaluating the quality of speakers and content, these questions will help you make more informed decisions.If you're considering attending an investment conference or joining a community, these 7 questions are essential to ensure you’re investing in the right environment. Check them out and start doing the right due diligence!If you’re interested in joining the Family Office Club and attending one of our exclusive events
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The Critical Combination of In-person + Digital Reach
26/11/2024 Duration: 02minSend us a textIn this video, Richard Wilson from the Family Office Club shares insights into the power of combining in-person meetings with a strong digital presence for building successful investor relationships. He talks about the Family Office Club’s extensive network of over 7,500 investors, 16 in-person events per year, and a robust digital platform featuring over 40 full-length HD conferences and 1,000+ videos of investors sharing their strategies and insights.Richard emphasizes the importance of face-to-face interactions in building trust and closing major deals, while also highlighting the success of their digital footprint, with millions of social media followers and a top-ranked website and podcast in the Family Office space. Whether you’re a CEO, founder, or investor, this video provides valuable information on how to leverage both in-person and digital networking to scale your business and connect with the right people.Check out the Family Office Club at https://familyoffices.com/ for more details
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The Top 5 Questions Our Investor Club Gets by The Hour
22/11/2024 Duration: 10minSend us a textWelcome to the Family Office Club's Podcast! In this video, Richard Wilson, founder of the Family Office Club, answers the top five most frequently asked questions about our Investor Club. Whether you're wondering about membership costs, event access, or how our community can help you raise capital, this video will give you a clear understanding of what we offer.Richard shares insights into our unique approach to investor networking, event access, and how we help entrepreneurs and investors scale their businesses. Learn about our diverse member base, which includes founders, capital raisers, investment professionals, and more.Topics covered:Can I join for free and pay later?Do I need to buy tickets to individual events as a member?Do you have investors who invest in specific industries?How do I de-risk my decision to join the Investor Club?Can you help with investor introductions?We’re not just another capital introduction firm—we offer real value through live events, a dedicated inves
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From Pro Athlete to Investor: How Sam Cronin Sets Goals, Stays Focused, and Maximizes His Time
20/11/2024 Duration: 07minSend us a textIn this insightful interview, Daniel Puder, Undefeated MMA Fighter, Founder & President of MyLifeMyPower, and a top 20 USA podcaster, sits down with Sam Cronin, former professional soccer player, to discuss his transition from elite athlete to successful investor. The interview took place at one of the Family Office Club's panel events, where high-level professionals gather to share their journeys and strategies for success.Over the course of his 11 seasons in Major League Soccer and his time representing the U.S. National Team, Sam learned invaluable lessons on discipline, focus, and resilience. After transitioning to a career in business, he reflects on the importance of maintaining a balance between professional success and personal well-being, especially after experiencing the challenges of life post-sports. #ProAthlete #AthleteMindset #BusinessSuccess