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 Top 10 Uncommon Things Which Drove Our $7 Billion in Deals Closed - Strategies, Structures, and Investor Relations Process Insights | Chip Perkins
<p>Send a text</p><p>After nearly three decades in the alternative investment space and $7 billion in deals closed, Chip Perkins of Perkins Fund Marketing reveals the hard-earned insights that most fund managers never hear.<br/><br/>In this eye-opening session, you’ll learn:<br/><br/>The 10 uncommon strategies that have driven over $7B in capital raised<br/><br/>What LPs really care about when vetting funds<br/><br/>Why fund due diligence should include checking if your admin is in a strip mall<br/><br/>How he helped launch now multi-billion-dollar funds (Raptor, Artis, Dodd)<br/><br/>A br...
Single Family Office Fireside Chat: Negotiating Deals, Building a Portfolio of Investments, Scaling Businesses, and Joint Venture Strategy Case Studies | Dr. Alexandra Cook
<p>Send a text</p><p>Dr. Alexandra Cook is a second-generation single family office executive and the powerhouse behind Sunburst Ventures, with operations spanning Florida and Puerto Rico. In this rare fireside chat, she shares negotiation tactics, portfolio management frameworks, and behavioral insights learned from over 30 years in finance and private investing.<br/><br/>You’ll learn:<br/><br/>Three advanced negotiation and deal structuring strategies she uses behind closed doors<br/><br/>The #1 counterintuitive secret to partnering with $100M+ families<br/><br/>How she filters deal flow and what actually gets her attention in a pitch<br/><br/>Re...
Ultra-Wealthy Families Leverage Their Most Important Assets to Create Multigenerational Wealth | Kevin Kolson
<p>Send a text</p><p>Kevin Kolson reveals how ultra-wealthy families structure their wealth to grow, protect, and transfer it for generations while minimizing taxes and maximizing efficiency.<br/><br/>In this session, Kevin dives deep into premium financed whole life insurance, one of the most flexible tools used by top-tier families to create tax-free income, fund estate taxes, and preserve wealth outside of their taxable estates. He shares real case studies involving family trusts, gifting strategies, and how to “supercharge” Roth-style benefits using leverage all while avoiding common insurance pitfalls.<br/><br/>You’ll also learn how families integr...
10 Strategies that Built a Billion Dollar Balance Sheet | Ken Neumann
<p>Send a text</p><p>Ken Neumann has built $5B+ in revenue across multiple industries — and he's not done yet. In this fast-moving session, Ken reveals the 10 principles that shaped his billion-dollar balance sheet: from market research and deal structuring to risk hedging, intangibles, and purposeful leadership.<br/><br/>Ken shares how to build high-EV ventures, avoid toxic partnerships, and design businesses the market pulls — not ones you have to push. He also opens up about patents (over 270 issued), health as wealth, legacy planning, and the mindset needed to lead in a world where the rate of change on the...
Family Office Strategies to Build Generational Wealth: From Philanthropic Impact to Deal-Making Excellence | Kip Kolson
<p>Send a text</p><p>Veteran wealth advisor Kip Kolson, founder of Family Wealth Leadership, brings decades of insight to this episode on safeguarding generational wealth. In a world where 70% of wealth is lost by the second generation and 90% by the third, Kip reveals practical tools to reverse that trend.<br/><br/>He shares five advanced family office strategies — from philanthropic impact investing and private placement life insurance to long-term leveraged capital structures — all designed to retain wealth inside the family and foster financial leadership in the next generation.<br/><br/>Whether you're a founder, heir, or family office mana...
Artificial Intelligence for Capital Raising | Top 7 AI Tools Live Demo + Q&A
<p>Send a text</p><p>We recently put on a live artificial intelligence training and tool demonstration webinar on 7 of our tools built for founders, investors, and capital raisers. Our AI toolset was built 100% in-house on our own and is called Investor SuperIntelligence it is exclusive to our investor club.<br/><br/>This is not a theory or some "wow just imagine what this could do one day" type hype video.<br/>This is a live, interactive demonstration followed by real-time Q&A on how we have mapped 225+ use cases for AI that have been used already 22,000+ times within...
Joint Venture, Partnership & Investment Pitch Strategies to Close Deals with Celebrities, Centimillionaire, and Pro Athletes | Metta World Peace
<p>Send a text</p><p>In this candid fireside chat, NBA Champion Metta World Peace shares the real story behind his transition from an 18‑year professional basketball career with the Los Angeles Lakers to investing, entrepreneurship, and building long-term wealth beyond the court.<br/><br/>Metta opens up about the challenges pro athletes face after fame, why so many lose money despite massive earnings, and how trust, discipline, and collaboration determine success in business. He discusses sourcing deals, avoiding predatory relationships, building an investment thesis, and why saying “no” is one of the hardest — yet most important — skills athletes must learn...
Centimillionaire Strategies: 3 Strategies on Growing a Business, 3 Insights from our Exit, and 3 Mental Models only the Top .1% in Business Have | Yahya Mahmoud
<p>Send a text</p><p>Some founders are loud. Others let their execution speak. This episode features a low-profile, high-performance family office principal who quietly built, exited, and reinvested in real estate, credit, and systems that scale.<br/><br/>From surviving career collapse to engineering a data-driven lending platform, this guest shares what really builds wealth: checklists, compound learning, velocity, and values. You’ll hear battle-tested frameworks on systems-thinking, optionality, hiring autonomy, and structuring exits that retain your edge — plus one underrated superpower: kindness.</p><p>https://familyoffices.com/</p>
Top 5 Strategies to Scale, Structure, Negotiate and Manage Time | John Lettera
<p>Send a text</p><p>What do institutional lenders, billion-dollar families, and elite real estate sponsors all have in common? They want capital partners who don’t just show up—they execute flawlessly.<br/><br/>In this fast-paced, no-fluff interview, John, co-founder of Fairbridge Asset Management, shares what it takes to manage nearly $1B in real estate debt, backed by firms like Oaktree Capital. From layered recourse to contingent structuring, John reveals advanced techniques you won’t hear at typical investor conferences. He also unpacks why AI won’t replace walking the property, how he filters deals based on sponsor...
Build a Business That Your Family Can Own for the Next Century | Pierre DuPont
<p>Send a text</p><p>What does it take to build a business that survives for generations—through wars, wealth cycles, and wild family dynamics?<br/><br/>In this rare behind-the-scenes episode, a seasoned founder, investor, and family office insider shares lessons from DuPont, Wawa, and other multigenerational enterprises. You’ll hear real-world insights on succession planning, family engagement, locking in ownership, and why cash is not always king when it comes to legacy.<br/><br/>If you're building a business you hope your children’s children will still care about—or just want to avoid the costly mistakes that fra...
