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

Social Media, Advertising, $1M mistakes | Top Insights & Strategies | Capital Raising Workshop

Send us a textIn this fast-paced, hands-on session, Richard C. Wilson walks capital raisers through the most actionable part of the Capital Raising Workshop: how to execute, implement, and optimize your materials and strategy.Learn how to go from insights to action with:✅ The "$100 Bill vs. $1 Bill" copywriting lesson that changes your one-pager overnight✅ Best practices for pitch decks, branding, timelines, investor-facing visuals, and due diligence tools✅ How to use personal videos and Loom walkthroughs to build trust✅ Shocking examples of what not to do in investor materials✅ When to rebrand (even if you're managing $10B+) and how to name your firm properly✅ How to reduce pitch deck length, increase clarity, and score higher with investor-facing AI tools✅ The "Shock & Awe" strategy to leave a lasting impression with investors✅ How to hyper-focus and get into execution mode using pro-athlete mental modelsPlus:The Investor Implementation Worksheet walk-throughReal-world examples of brands, pitch decks, and one-pagers that get resultsTools Richard personally uses to structure and scale Family Office ClubWhether you’re starting from scratch or already raising capital, this implementation session will give you a clear list of what to fix, improve, or create next.Subscribe for more workshops, AI tools, and billion-dollar capital raising strategies.#CapitalRaising #InvestorRelations #FamilyOfficeClub #PitchDeckTips #RichardWilson #AIforInvestors #DueDiligence #InvestorMarketinghttps://familyoffices.com/

Inside the Mind of a Family Office: 100+ Strategies from 18 Years & 300 Investor Events

Send us a textIn this powerhouse keynote, Richard C. Wilson, founder of the Family Office Club, shares the most valuable insights gained from 18 years of building the #1 investor club in the world ,with over 300 events, 17.9 million social media members, and deep relationships with billion-dollar families, centimillionaires, and super founders.Whether you're a founder, capital raiser, fund manager, family office, or investor — this is the mental model masterclass you didn’t know you needed.Inside this talk:🔑 The Family Office Physics of wealth creation, deal flow, and long-term capital partnerships💡 50+ capital raising strategies, mental models, negotiation frameworks, and mindset upgrades📈 How to build trust and clarity in your positioning to attract top-tier investors🧠 The one mental habit Richard uses every morning (and teaches his members) to compound clarity and velocity🛠 Tools, frameworks, and real-world case studies from those who’ve raised billionsThis is more than an investor club pitch — it's a full-scale blueprint for thinking, acting, and scaling like the ultra-wealthy.Learn more: https://familyoffices.comhttps://familyoffices.com/

40 Ready to Use Artificial Intelligence Tools, Richard C. Wilson, Founder of The Family Office Club

Send us a textIn this closing session of Day 1 of the 12th Annual Family Office Super Summit, Richard C. Wilson shares key takeaways from a packed day of investor panels, founder insights, and AI strategy tools that are changing the game for capital raisers and allocators.Richard covers:40+ Ready-to-Use AI Tools for Investors & FoundersWhy timing technology trends like AI, quantum, and robotics mattersReal-world use cases of how family offices are leveraging these toolsHow tools like Clara, Dewey, VETI, and Hyperintelligent save time, reduce risk, and help close more dealsBuilding investor trust through pitch architecture, deep due diligence, and verified dataHow to get the most ROI from live events and the Family Office Club communityWhat’s coming on Day 2: More investor panels, founder firechats, and advanced strategiesThis is built on 1,500+ investor presentations, decades of data, and $1B+ in real transactions.If you're a founder, fund manager, or private investor, this session will give you the clarity, tools, and frameworks to level up immediately.👉 Subscribe for more insights from the Family Office Club👉 Visit https://FamilyOffices.com to register for future events👉 Follow Richard’s newsletter on LinkedIn here: https://www.linkedin.com/newsletters/7144302057456300032https://familyoffices.com/

Ep 5 – Seven Pillars of Passive Income & Avoiding Late-Cycle Traps

Send us a textFinal episode of Inside the Family Office: Live Investor PanelReal family office practitioners and allocators share how they structure deals, protect families, and think about wealth:  Investor Brian closes the panel with stories and principles from decades of real estate and business building – starting with an 8x return on a 4-H piglet as a kid. He breaks down how he bought distressed Phoenix property at a fraction of replacement cost, why you must “run into the burning building” when everyone else is fleeing, and how to avoid piling into yesterday’s winners at today’s low cap rates. Brian outlines his goal of seven super-pillars of passive income across real estate, private equity, syndicated deals, and options, and shares his non-negotiables for alignment: deep-pocketed partners, operators who only win after investors win, and real skin in the game. The panel ends with a strong reminder to respect other people’s capital and only raise money if you’re prepared to protect it.🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers.🔗 Learn more at FamilyOffices.comhttps://familyoffices.com/

Ep 4 – Student Housing & Philanthropy: Building Durable Income Streams

Send us a textEpisode 4 of Inside the Family Office: Live Investor PanelReal family office practitioners and allocators share how they structure deals, protect families, and think about wealth:  Family office principal Mark Weinstein shares how he combines a $1.5B real estate portfolio with a deep commitment to philanthropy, including dedicating 25% of his estate to charitable causes. He explains why his operating companies focus on multifamily and student housing, what he learned owning thousands of beds across major universities, and how the asset class behaved through COVID. Mark details his new value-add student housing fund, diversification across campuses, and how he thinks about 1031s, depreciation, and long-term holds. Dr. Cook adds context from her vantage point as both professor and investor in student housing communities.🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers.🔗 Learn more at FamilyOffices.comhttps://familyoffices.com/