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 pr...
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The Hardest Lessons in Raising Capital | Niche Investment Strategies (Ep. 8)
<p>Send us a text</p><p>What separates the enduring capital raisers from the ones who fade?<br/>In this candid exchange, the panelists share their most painful lessons, from misaligned partners and unrealistic timelines to communication breakdowns.<br/>An honest roadmap for founders learning how to build sustainable trust under pressure.<br/><br/>This clip was taken from the Niche Investment Strategies Panel, filmed live at our Family Office Club Super Summit.<br/>To become part of our investor community — with 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools — visit https://FamilyOffices.com<br/><br/><br/>#Entr...
The Power of Persistence With Investors
<p>Send us a text</p><p>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.<br/><br/>Avoid long-term pain and make smarter investment decisions by listening to your instincts and understanding investor behavior.<br/><br/><br/></p><p>https://familyoffices.com/</p>
What Is Your Strategic Choke Point? Insights from Richard Wilson
<p>Send us a text</p><p>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. <br/><br/>Learn how to identify friction points, control access, and create leverage in your industry using real-world examples and the “Flywheel Effect.”<br/>Discover how understanding and owning these choke points has brought millions and long-term security to Richard’s company, and learn how you can apply the same strategies to your business.<br/><br/>Join the Family Office Club for ex...
Raise Capital Faster: The 6 Must-Have Assets for Serious Investors
<p>Send us a text</p><p>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.”<br/><br/>Here are the 6 must-haves he covers:<br/><br/>Unique position – a clearly defined, memorable niche so investors know exactly where you fit and why you’re different.<br/><br/>One-line capital-raising pitch – a single sentence with 3 data points explaining what you do, why people trust you, and the value you add.<br/><br/>Founder video – a short, authentic video that builds...
Ultra-Healthy, Ultra-Wealthy: How Dr. Dat Nguyen Scaled, Sold & Rewired His Life
<p>Send us a text</p><p>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.<br/><br/>Dat shares how he:<br/><br/></p>Built and scaled a niche laser dentistry practice with zero waiting room time and high-end technology<br/><br/>Prepared his exit strategy, compared DSO vs. private sale offers, and chose freedom over squeezing out every last dollar<br/><br/>Avoided trading time for money by s...
Why Billionaires Don’t Coast: Positioning, Focus & Niche Strategy for Serious Capital Raisers
<p>Send us a text</p><p>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.<br/><br/>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 founder of Paychex refuses to invest in any company that isn’t branded to win, and how a simp...
Strategic Choke Points: Billionaire Deal Flow & Capital Raising | Richard C. Wilson
<p>Send us a text</p><p>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.<br/><br/>Richard shares real examples from 18+ years of running investor clubs, including:<br/>– How one member met a CPA at an event who went on to refer 43 investors<br/>– How Michael Scott used ideas from these events to raise $8M and later have a $100M exit<br/>– Why distribution and choke points are...
The Wrong Investor Can Destroy Your Deal | Niche Investment Strategies (Ep. 7)
<p>Send us a text</p><p>Recorded live at the 2025 Family Office Club Super Summit, this episode explores the delicate balance between raising capital and choosing the right investors.<br/><br/>Nadab Akhtar shares why sometimes the best capital is the money you turn down.<br/>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.<br/>The conversation underscores that real partnership requires shared understanding—not just shared capital.<br/><br/>This clip was taken from the Niche Investment Strategies Panel, filmed live...
Trust But Verify: Smarter Due Diligence Questions | Niche Investment Strategies (Ep. 6)
<p>Send us a text</p><p>What makes investors commit and what makes them hesitate?<br/><br/>This segment reveals the smartest due-diligence questions allocators use before investing and what capital raisers can do to prepare.<br/>Learn to verify track records, confirm alignment, and demand real “skin in the game.”<br/><br/>This clip was taken from the Niche Investment Strategies Panel, filmed live at our Family Office Club Super Summit.</p><p><br/>To become part of our investor community — with 30 nationwide events a year, 10,000 registered investors, and 40 proprietary AI tools — visit https://FamilyOffices.com<br/><br/>#DueDilig...
AI That Gives Capital Raisers an Edge | Niche Investment Strategies (Ep. 5)
<p>Send us a text</p><p>AI is redefining how deals are sourced and evaluated.<br/><br/>Richard Wilson unveils Hyper-Intelligent, an AI trained on 100 million data points—including feedback from 140 billionaires and 1,500 investor panels.<br/><br/>The panel explores how AI can enhance underwriting, due diligence, and investor matching, while warning against complacency and over-automation.<br/>A blueprint for using AI ethically and intelligently in capital raising.<br/><br/>This clip was taken from the Niche Investment Strategies Panel, filmed live at our Family Office Club Super Summit.<br/>To become part of our investor community — with 30 nationwide even...
