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Richard C. Wilson, Founder & CEO of the Family Office Club, the world’s largest investor community ,shares why today’s market feels like a daily IQ test for every founder, investor, and dealmaker.

As Warren Buffett famously said, “When the tide goes out, you see who’s been swimming naked.”
Right now, inflation, AI hype, and shifting capital markets are exposing who’s truly sharp and who’s asleep at the wheel.

From overpriced deals and inflated service costs to lazy assumptions and “too good to be true” offers, Richard reveals how to stay alert, protect your capital, and make decisions like a family office.

💡 Learn how to spot red flags before they cost you millions.
⚙️ Master the mindset ultra-wealthy investors use to evaluate deals.
🚀 This 5-minute insight could save your next raise, partnership, or investment.

Learn more at FamilyOffices.com

Welcome to the Family Office Club Podcast. We interview billionaires, centimillionaires, family offices, and leading investors to help founders, entrepreneurs, and capital raisers grow smarter and scale faster.

If you want to raise capital, sharpen your investor strategy, and build lasting wealth — you’re in the right place.

🌎 About Family Office Club
Founded 18 years ago, Family Office Club is the #1 investor club globally — with:
• 25 full-time team members
• 18M+ social media followers
• $500M+ in closed transactions
• 7,500+ active investors
• 30 live investor events per year

🔹 Join as a capital raiser or CEO → FamilyOffices.com

🔹 Register as an investor → InvestorClub.com

🔹 Access our free books & training → FamilyOffices.com/book

🔹 Visit our Capital Raising Masterclass → CapitalRaising.com


Our podcast and YouTube content have been downloaded over 5 million times.
Subscribe now to the Family Office Club YouTube Channel → @FamilyOfficeClub

And stay tuned for our most popular mini-series and billionaire investor insights.

https://familyoffices.com/

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In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, our expert panel dives into the sophisticated tax and legal structures that family offices use to protect, preserve, and grow wealth.

From Private Placement Life Insurance (PPLI) to Tax Advantage Corporations and SPVs, you’ll hear how top investors structure deals for tax efficiency, asset protection, and multigenerational planning — and why most professionals overlook these strategies.

💡 Key Takeaways:

What is Private Placement Life Insurance (PPLI) and how it works for alternative assets

The Tax Advantage Corporation model — combining philanthropy, estate planning, and tax strategy

Why residency and income situs matter for wealth preservation

When and how to use SPVs for specific deal structures

Real examples from experienced family office leaders investing in crypto, oil & gas, and AI ventures

🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers.

🔗 Learn more at FamilyOffices.com

https://familyoffices.com/

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In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, top family office leaders discuss one of the most important — and most human — aspects of wealth: how to communicate, educate, and connect across generations.

From teaching children about finance and investing at an early age to integrating Gen 2 and Gen 3 into family office meetings, this conversation explores the values, respect, and real-world experiences that build lasting legacies.

💡 Key Takeaways:

How leading families teach the next generation about wealth and responsibility

Why respect and listening are essential to effective communication

Real examples of integrating children into investment and philanthropy discussions

How culture shapes family office dynamics and parenting styles

Simple ways to prepare future heirs for stewardship, not entitlement

🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers.
🔗 Learn more at FamilyOffices.com

https://familyoffices.com/

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Join Richard C. Wilson, founder of the Family Office Club, for a powerful announcement about the Family Office Formula — a 4-city event series designed to help you think, negotiate, and invest like the ultra-wealthy.

Each one-day event features centimillionaire and decamillionaire speakers, pro athletes, and top investors sharing 50 proven strategies to:
✅ Grow your balance sheet faster
✅ Structure and close deals more effectively
✅ Apply the mental models of the ultra-wealthy
✅ Negotiate joint ventures and partnerships
✅ Build long-term, generational wealth

📍 Event Locations:

New York City
Los Angeles
Fort Lauderdale
Dallas

🎟️ Reserve your seat: https://familyoffices.com/formula

The Family Office Club has hosted 300+ investor events over 18 years, featuring 1,500+ investors and 250+ speakers from across the world.

If you want to connect directly with investors, family offices, and fund managers in person — this is where it happens.

👉 Learn more at: https://familyoffices.com/formula

#FamilyOfficeClub #InvestorEvents #PrivateInvesting #WealthBuilding #FamilyOfficeFormula

https://familyoffices.com/

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Recorded live at the Beverly Hills Investor Club Summit, this episode of the Family Office Podcast explores what truly drives success behind closed doors — how family offices structure their operations, communicate effectively, and build lasting relationships that lead to real opportunities.

This conversation reveals what investors actually look for when building trust and how genuine connection often outweighs the hard pitch.

💡 Key Takeaways:

What modern family offices prioritize when evaluating deals

The role of trust, transparency, and authenticity in investor relationships

Why the “add value first” principle creates long-term partnerships

How experts and subject-matter specialists win credibility fast

The power of patience — how years-long conversations turn into million-dollar opportunities

What makes a high-caliber event worth attending for family offices

🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers.
🔗 Learn more at FamilyOffices.com

https://familyoffices.com/

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In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, leading investors share their million-dollar insights — the lessons that separate top performers from the rest.

From turning “broken” deals into profitable opportunities, to using systems and process instead of luck, this conversation reveals the mindset and strategy that drive elite investment success.

💡 Key Takeaways:

Every deal is broken until you fix it — here’s how top investors do it

The secret to building wealth through systems, not emotion

Why taking every meeting can lead to your next great relationship

How adding value creates opportunity (and loyalty)

Where billion-dollar ideas are hiding in plain sight

🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers.
🔗 Learn more at FamilyOffices.com

https://familyoffices.com/

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Recorded live at the Beverly Hills Investor Club Summit, this episode reveals how top investors, family offices, and private equity leaders source deals without relying on traditional brokers — and where they find value others overlook.

Discover how AI, relationships, and reputation all play a role in unlocking exclusive investment opportunities. Learn what separates elite dealmakers from the rest and how they consistently identify high-value assets others miss.

💡 Topics Covered:

Why top investors rarely rely on brokers

The power of relationships vs. cold deal flow

How to position yourself to receive off-market opportunities

Building long-term partnerships that create trust and wealth

Finding “broken deals” and turning them into profit

Why communication and authenticity still beat automation in investing

🎧 Powered by the Family Office Club — the world’s #1 community for family offices, investors, and capital raisers.
🔗 Learn more: FamilyOffices.com

https://familyoffices.com/

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In this episode, Richard C. Wilson, CEO of the Family Office Club, interviews George Hall, founder of Exchange Place and former CEO of a $10 billion hedge fund.

They dive deep into:

- How structured notes and securitization are evolving
- The democratization of alternative investments after the JOBS Act
- Why deal structure often matters more than strategy
- The future of fractional ownership in assets like sports, entertainment, and art

George shares unique insights from his hedge fund career and explains how his new platform, Exchange Place, is opening access to institutional-grade investments for family offices and accredited investors.

📈 Learn more: https://exchangeplace.io

🌐 Our Investor Club Connects you to 1,000+ Investors, 25 Events a Year, and 40 Ready-to-Use Artificial Intelligence Tools, become a member at https://FamilyOffices.com

https://familyoffices.com/