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

Jaksot

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  How Family Offices Filter Deal Flow (And The Red Flag That Kills A Deal Instantly) 14.09.2026 9min

  Send us Fan Mail A family office investor breaks down why humility beats overconfidence every time a sponsor walks in the door, including the real story of a first-time textile mill conversion that nearly got rejected on the spot. You'll hear exactly how trusted-source referrals and co-investment due diligence sharing speed up decisions across multiple family offices at once. Family Office Club has hosted 300+ events over 19 years connecting 16M+ registered members with the operators and capi...
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  What 4 Family Offices Wish They Knew Before Managing Serious Wealth 11.09.2026 8min

  Send us Fan Mail Coming into serious wealth changes everything. But almost nobody tells you the right things at the right time. In the closing segment of this Single Family Office Summit panel, four principals share what they actually wish someone had told them - and the answers are not what you'd expect. One panelist explains why vulnerability is the fastest path to real trust, and why he acts first before asking investors for anything. Another issues a challenge to rethink pain: wealth crea...
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  Capital Raising Hot Seats: Pitch Decks, Structures & Investor Relations with Richard C. Wilson 10.09.2026 1t 20min

  Send us Fan Mail Richard C. Wilson runs a live Capital Raising Hot Seats webinar, giving real-time feedback to Family Office Club members on investor relations, pitch decks, deal structures, and capital raising strategy. Family Office Club by the numbers: 4 Family Office Super Summits per year, 12 Family Office Masterminds, 50 in-house AI tools built for members, and $1B+ in member deals closed. In this session, Richard covers: Why in-person trust still beats digital outreach for closing dea...
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  The Trust Formula Family Offices Actually Use 09.09.2026 11min

  Send us Fan Mail Everybody wants to do business with family offices. Almost nobody understands what actually builds trust with them. This panel goes deeper than the usual advice. One of the moderators opens with a story from Milken - a capital raiser so focused on the opportunity, he forgot to wash his hands. He lost the room before he opened his mouth. From there, four family office principals break down what trust actually looks like from their side of the table. A 45-year veteran of the na...
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  How 4 Family Offices Are Deploying Capital Right Now 07.09.2026 11min

  Send us Fan Mail 4 family offices. 4 completely different strategies. One honest conversation about where serious capital is going right now. In this panel from the Single Family Office Summit, a family office principal who built his wealth through Silicon Valley tech exits breaks down why he calls his approach "boring" - and why that's the point. Private credit, real estate, and a floor of steady income that funds high-conviction angel bets in defense tech. Another panelist explains how his ...
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  Private Credit Is Not Created Equal - Family Offices Debate the Risk 04.09.2026 2min

  Send us Fan Mail Private credit is one of the most talked-about asset classes in the family office world right now - but is the hype justified? In this panel discussion from the Single Family Office Summit, three family office principals share exactly where they stand on private credit in today's market - and the answers are more divided than you'd expect. One says it's nearly impossible to underwrite properly at current lending rates. Another is avoiding it entirely for cross-border capital....
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  How to Pitch Investors, Work With International Capital, and Allocate Your Attention Strategically 02.09.2026 6min

  Send us Fan Mail The final segment of this Single Family Office Summit panel delivers some of the most practical insights of the day. A brand strategist and communications founder opens with a direct challenge to anyone raising capital: stop leading with everything you do. Investors have roughly eight seconds of attention available. Lead with what matters to them, earn the next minute, and work from there. A cross-border family office advisor follows with a framework for working with Asian ca...
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  Exit Lessons From Experienced Investors: Trust, Skin in the Game, and Building a Business You'd Own Forever 31.08.2026 3min

  Send us Fan Mail What do you actually learn after scaling and selling a major platform? In this episode, two investors who have done it give their most honest answers. The first says the single rule that has never failed him is this: if a co-investor won't put their own money in, he walks. Trust and aligned incentives aren't nice-to-haves. They're the entire filter. The second shares the structural lesson his institutional capital partner taught him during a major platform build: think about ...
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  Bitcoin for Family Offices: Why No Position Is Now a Position | Richard C. Wilson x Eric Runge 28.08.2026 27min

  Send us Fan Mail No Bitcoin position is not a neutral position anymore. Richard Wilson sits down with Eric Runge, a Bitcoin-focused RIA founder and active Family Office Club member, in a conversation that started the same week a $1.5 billion trust company reached out to Family Office Club asking who in the community specializes in institutional Bitcoin strategy. Family Office Club has run 300+ investor events over 19 years for a 16 million member community, and this episode breaks down how fa...
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  The Case for Alternative Residential Real Estate: Student Housing, Senior Housing, and the Demographic Opportunity 28.08.2026 3min

  Send us Fan Mail This CIO co-founded a housing-focused investment firm after scaling one of the largest single-family rental platforms in the country alongside a major institutional capital partner. The playbook hasn't changed: find fragmented, alternative residential asset classes where institutional-quality operations haven't yet arrived, and build the platform that gets them there. In this episode, he breaks down why student housing and senior housing are the firm's most active deployment ...
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  Family Office Club Hot Seat Webinar Featuring Live Strategy Sessions with Investors & Founders 27.08.2026 1t 59min

  Send us Fan Mail This is the Family Office Club Monthly Hot Seat Webinar from August 2026. Every month I get on live with verified members, Charter members, and community participants to answer questions in real time - no slides, no script, just direct Q&A on whatever challenge is in front of you right now. Topics covered in this session include how to raise capital for a protein business with 2 million pounds a month of beef processing - including finding the right investors in agricult...
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  From Private Lender to Hydrogen Technology: 20 Years of Strategic Pivots in Real Estate and Energy 26.08.2026 5min

  Send us Fan Mail This investor didn't start in energy. He started as a real estate borrower, learned the mechanics of private lending from the inside, and then made a deliberate decision to become the lender. Today, his firm deploys capital into residential real estate loans and has quietly built a portfolio of strategic energy investments - including a hydrogen technology company that has earned recognition from the National Science Foundation, the Department of Energy, and produced a Fulbri...
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  The B2H Framework From a $10B IPO Builder 24.08.2026 3min

  Send us Fan Mail This investor's edge isn't capital - it's communication. As a brand strategist and communications founder, she has helped take companies to multi-billion dollar IPOs and record-breaking public market debuts. She backs founders she believes in and uses brand strategy to amplify their growth from the inside. Her investment thesis is simple: if a company can't connect on a human level, the product doesn't matter. In this episode, she introduces the B2H framework - Business to Hu...
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  A Billionaire Said the Tone of Your Voice Matters When Closing Huge Deals.Here's What Else He Shared 22.08.2026 4min

  Send us Fan Mail We just had a billionaire keynote at our Capital Raising Bootcamp here in Dallas at the RSM offices. He has a couple of publicly traded companies and spent 40 years building his portfolio. Here are the notes I wanted to share from what he said on stage. Build a super diverse skill set. You have to be a decathlete to be successful raising capital, building a platform, and scaling something. Underwrite conservatively. If a deal does not make sense and you do not even know why -...
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  Connecting Asian Capital to U.S. Investments: Inside a Boutique Cross-Border Family Office Advisory Firm 21.08.2026 5min

  Send us Fan Mail After 11 years working across two single family offices in industries spanning oil and gas, media, sports, and healthcare, this advisor launched her own boutique family office advisory firm. In under a year, she onboarded three Asian family clients and is now actively helping them allocate into U.S. markets - including a live mandate from a Hong Kong family office for positions in major private technology companies. In this episode, she shares how cross-border family office a...
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  How One Family Office Principal Built and Sold Over $500M Across Real Estate, Pharma, and Insurance 19.08.2026 7min

  Send us Fan Mail This investor has spent decades doing one thing: buying right. From a 10,000-unit apartment portfolio sold to a major real estate buyer, to a pharmaceutical company purchased for $18M and exited at $358M, to two insurance companies flipped for significant returns - the track record is built on cash flow, not speculation. In this episode, he shares his full investment history and explains why today's market has made it nearly impossible to find the kinds of companies he used t...
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  Capital Partners, Micro Wellness Resorts & Kids Who Get Back Up: How 4 Athletes Close Out 17.08.2026 4min

  Send us Fan Mail Most athletes talk about what they've done. These four are talking about what they're building next. Dan wants capital partners to scale multifamily across Dallas over the next decade. Alvin is looking for partners with intelligence, initiative, and integrity for syndications and M&A. Otis has a vision for a micro wellness resort - saunas, cold plunge, health tech, community, built into land outside Austin. And Bronson wants to keep connecting people to the tax and family...
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  NFL Player Turned Lawyer Explains Why Letting Go of Control Was His Best Business Decision 14.08.2026 8min

  Send us Fan Mail Fear paralyzed him on Bitcoin. A decade in prestigious law firms surrounded by smart, unhappy people showed him what success without purpose looks like. And a stranger in Home Depot delivered a message that changed the direction of his business. Otis Grigsby played 6 years in the NFL, practiced law at large firms for 6 years, and is now part-legal, part-growth, part-strategy at his wife's health tech marketing agency - and watching ChatGPT recommend their services to stranger...
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  X Games Gold Medalist to Multifamily Operator: Why "Inch Wide, Mile Deep" Beats Every Strategy 12.08.2026 6min

  Send us Fan Mail 8% of pro athletes are broke within 3 years of retirement. Dan Breezy watched it happen to his friends and decided to do something different. After multiple X Games gold medals in urban snowboarding, he took the same "inch wide, mile deep" focus that made him one of the best in the world at one discipline - and applied it to becoming one of the best value-add multifamily operators in Dallas-Fort Worth, working alongside mentors like Ken McElroy and Bobby Castro. In this epis...
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  The 3 I's That Took This NFL Pro From the Field to M&A: Intelligence, Initiative, Integrity 10.08.2026 6min

  Send us Fan Mail Most people think diversification means spreading your attention. Alvin calls it focused diversity - mastering one thing per day so that by Sunday, you have a full tool belt. That framework took him from the NFL and CFL to aerospace engineering to running operations on the M&A side, taking $10 million companies to $100 million valuations, while building a ground-up 4-unit multifamily development in Los Angeles. In this episode, Alvin Scioneaux, Jr. unpacks the three I's t...