Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
Richard C. Wilson, CEO of Family Office Club
896 episodes
4 days ago
Send us a text In this exclusive billionaire fireside chat, Richard C. Wilson sits down with Grant Cardone to talk about cash, scale, real estate, and why he’s now blending apartment cash flow with Bitcoin liquidity. From taking a $350M Boca Raton asset out of bankruptcy from Blackstone, to raising $1.8B+ in equity directly from investors instead of Wall Street, Grant walks through how he thinks about capital, risk, and building a portfolio designed to last decades. What you’ll learn: 💰 Why...
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Send us a text In this exclusive billionaire fireside chat, Richard C. Wilson sits down with Grant Cardone to talk about cash, scale, real estate, and why he’s now blending apartment cash flow with Bitcoin liquidity. From taking a $350M Boca Raton asset out of bankruptcy from Blackstone, to raising $1.8B+ in equity directly from investors instead of Wall Street, Grant walks through how he thinks about capital, risk, and building a portfolio designed to last decades. What you’ll learn: 💰 Why...
Send us a text In this exclusive billionaire fireside chat, Richard C. Wilson sits down with Grant Cardone to talk about cash, scale, real estate, and why he’s now blending apartment cash flow with Bitcoin liquidity. From taking a $350M Boca Raton asset out of bankruptcy from Blackstone, to raising $1.8B+ in equity directly from investors instead of Wall Street, Grant walks through how he thinks about capital, risk, and building a portfolio designed to last decades. What you’ll learn: 💰 Why...
Send us a text Closing out the epsiodes for this mini series about Niche Investment Strategies Panel, this discussion dives into building company culture in an age of remote work and artificial intelligence. Panelists reveal how they maintain unity across distributed teams, lead by example, and balance innovation with discipline. Richard Wilson concludes with a warning: “AI can make you lazy or unstoppable — depending on how you use it.” A perfect finale for founders and investors shaping the...
Send us a text What separates the enduring capital raisers from the ones who fade? In this candid exchange, the panelists share their most painful lessons, from misaligned partners and unrealistic timelines to communication breakdowns. An honest roadmap for founders learning how to build sustainable trust under pressure. This clip was taken from the Niche Investment Strategies Panel, filmed live at our Family Office Club Super Summit. To become part of our investor community — with 30 nation...
Send us a text Richard Wilson, CEO of the Family Office Club, shares real-world insights on how to tell if an investor is serious or just stringing you along. From his experience closing 19 deals with a top investor over six years to spotting red flags early, learn why patience matters for big checks, how to trust your gut, and when to walk away from deals or partnerships. Avoid long-term pain and make smarter investment decisions by listening to your instincts and understanding investor beh...
Send us a text Richard Wilson, CEO and Founder of the Family Office Club, explains the concept of strategic choke points, critical assets or positions in your business that, once acquired, drive growth, profitability, and stability. Learn how to identify friction points, control access, and create leverage in your industry using real-world examples and the “Flywheel Effect.” Discover how understanding and owning these choke points has brought millions and long-term security to Richard’s com...
Send us a text In this session, Richard C. Wilson breaks down the six must-have assets almost every capital raiser is missing, and how to show up like an institutional-quality professional instead of “just another deal.” Here are the 6 must-haves he covers: Unique position – a clearly defined, memorable niche so investors know exactly where you fit and why you’re different. One-line capital-raising pitch – a single sentence with 3 data points explaining what you do, why people trust you, a...
Send us a text In this episode, Richard C. Wilson sits down with his friend and investor club member Dr. Dat Nguyen — former laser dentist turned Proctor consultant — to break down how he scaled, sold, and reinvested his way to financial and lifestyle freedom. Dat shares how he: Built and scaled a niche laser dentistry practice with zero waiting room time and high-end technology Prepared his exit strategy, compared DSO vs. private sale offers, and chose freedom over squeezing out every la...
Send us a text In this live investor event session, Richard C. Wilson breaks down what truly separates billionaires and centimillionaires from “normal” successful people, and why most founders, fund managers, and advisors unintentionally take their foot off the gas once they hit a few million. Richard shares insights from dinners with heads of an $8B+ family office, and then dives deep into one of the most overlooked force multipliers in capital raising: positioning. He explains why the foun...
Send us a text In this Family Office Club Summit session, Richard C. Wilson breaks down how billionaires think about distribution, deal flow, and “strategic choke points” and how you can apply the same mental models to your own business, investor club, or family office. Richard shares real examples from 18+ years of running investor clubs, including: – How one member met a CPA at an event who went on to refer 43 investors – How Michael Scott used ideas from these events to raise $8M and late...
Send us a text Recorded live at the 2025 Family Office Club Super Summit, this episode explores the delicate balance between raising capital and choosing the right investors. Nadab Akhtar shares why sometimes the best capital is the money you turn down. He and the panel discuss the risks of taking funds from investors who don’t understand your model or values, and how to protect long-term alignment. The conversation underscores that real partnership requires shared understanding—not just sha...
Send us a text What makes investors commit and what makes them hesitate? This segment reveals the smartest due-diligence questions allocators use before investing and what capital raisers can do to prepare. Learn to verify track records, confirm alignment, and demand real “skin in the game.” This clip was taken from the Niche Investment Strategies Panel, filmed live at our Family Office Club Super Summit. To become part of our investor community — with 30 nationwide events a year, 10,000 r...
Send us a text AI is redefining how deals are sourced and evaluated. Richard Wilson unveils Hyper-Intelligent, an AI trained on 100 million data points—including feedback from 140 billionaires and 1,500 investor panels. The panel explores how AI can enhance underwriting, due diligence, and investor matching, while warning against complacency and over-automation. A blueprint for using AI ethically and intelligently in capital raising. This clip was taken from the Niche Investment Strategies...
Send us a text Family Office Club founder Richard C. Wilson explains the art of deal structuring — listening deeply to investors’ goals, tailoring terms to match their comfort zones, and leveraging “anchor investors” from within a niche to validate deals. Recorded live at the 2025 Super Summit, Richard shows how being flexible and investor-centric transforms cold pitches into lasting partnerships. If you want to understand how top family offices think when reviewing opportunities, this clip d...
Send us a text Ray Trevino III shares how his multi-generational family office built lasting credibility in the oil-and-gas industry. He highlights the difference between making money with investors versus off investors—and how transparency and shared success foster long-term partnerships. A must-watch for allocators and founders navigating the energy, infrastructure, or hard-asset sectors. This clip was taken from the Niche Investment Strategies Panel, filmed live at our Family Office Cl...
Send us a text In this powerful live segment, Nadab Akhtar explains how investors instinctively detect inauthenticity—and why sincerity always wins. He breaks down the role of emotional intelligence, genuine curiosity, and thoughtful gestures, such as remembering birthdays or hosting home-cooked dinners. His key message: authenticity can’t be faked, and investors can sense it instantly. This clip was taken from the Niche Investment Strategies Panel, filmed live at our Family Office Club Sup...
Send us a text Recorded live at the 2025 Family Office Club Super Summit, Brandon Rooks shares how he built a thriving capital-raising business with zero ads and 100 percent referral-based investors. He explains how authenticity, relentless communication, and responsiveness turn small investors into lifelong partners—from answering every call and text personally to treating investors like family. Rooks also reveals how his firm scaled from a 99-lot project to 57,000 lots across five states w...
Send us a text A seasoned investor explains how he pivoted from operations into multifamily, self-storage, and private lending. His advice: ignore flashy IRRs — invest in certainty, not promises. https://familyoffices.com/
Send us a text A veteran family office executive shares why the habits that create wealth differ from those that preserve it. His insight: wealth longevity depends on humility, patience, and disciplined simplicity. https://familyoffices.com/
Send us a text This wealth manager reveals how their team designs balanced portfolios combining equities, bonds, and private investments — all under one structure. Her top takeaway: prepare for the drawdown before it happens. https://familyoffices.com/
Send us a text A veteran property investor shares the proven “B.R.R.R.” formula (Buy, Rehab, Refinance, Repeat) and the U.S. cities still offering homes under $100K. Hear how disciplined buying and long-term thinking can compound wealth faster than chasing the next trend. https://familyoffices.com/
Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
Send us a text In this exclusive billionaire fireside chat, Richard C. Wilson sits down with Grant Cardone to talk about cash, scale, real estate, and why he’s now blending apartment cash flow with Bitcoin liquidity. From taking a $350M Boca Raton asset out of bankruptcy from Blackstone, to raising $1.8B+ in equity directly from investors instead of Wall Street, Grant walks through how he thinks about capital, risk, and building a portfolio designed to last decades. What you’ll learn: 💰 Why...
