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

Send us Fan MailFree ($40M Invested):We have spent 19 years hosting 300 events and reinvesting $40M+ in revenue to build one of the most resourced investor platforms in the space. We want to give you a complimentary account.Instantly access:✨ 50+ AI tools for capital raising & due diligence🌍 Global investor peer network🎥 2,500+ investor talks📊 Deal structure templates💼 Exclusive billionaire interviews📚 Capital raising workshops & webinars🔍 Due diligence strategies🔥 Centimillionaire fireside chats🚀 Growth and scaling toolsAccess via a guest pass for free, no card needed: Create Your Account Here in 30 Second https://portal.familyoffices.com/sign... Get a behind-the-scenes look at the Family Office Club—built over 19+ years, 300+ live events, and more than $1B+ in closed transactions.In this video, Richard C. Wilson breaks down how the platform works, including how investors, founders, and family offices use our tools, network, and resources to raise capital, structure deals, and build long-term relationships.Inside the member portal, you’ll find institutional-quality training, investor insights from 1,500+ speakers, and proven strategies used by billionaires, family offices, and high-performing investors.https://familyoffices.com/

Send us Fan MailWhat does it really take to build and protect a globally diversified single family office across multiple countries, industries, and generations?In this powerful fireside chat, international tax and corporate lawyer Joel Nagel shares the 15 core strategies behind building a strategic, multi-country single family office platform spanning banking, insurance, real estate development, hospitality, timber, professional sports, and international trusts.With over 36 years of experience advising high net worth and ultra high net worth families across 40+ countries, Joel reveals how disciplined structure, asset protection, and strategic focus have helped clients avoid losses for decades — while quietly building significant global assets of his own.In this episode, you’ll discover:• How to structure international trusts, foundations, and asset protection frameworks• Why “defense” matters more than chasing returns• The power of staying in your lane — and saying no• How to build a global strategic platform of complementary businesses• The mindset difference between $10M families and $100M+ families• Using Bitcoin as a financial tool (not just an investment)• Structuring offshore banks and financial institutions• Buying undervalued global real estate with downside protection• Risk mitigation strategies in emerging markets• How to think long-term about generational wealthJoel also shares real case studies — from launching a European professional football league to building a Marriott hotel in Belize using crypto-backed financing.If you’re a founder, family office executive, UHNW advisor, or investor building international structures, this conversation delivers practical insights on protecting wealth, structuring globally, and scaling strategically across borders.Because as Joel puts it: it’s not what you make — it’s what you keep.https://familyoffices.com/

Send us Fan MailWhat does financial freedom really require — beyond money?In this powerful strategy session, Dat Nguyen shares five hard-earned insights on scaling a business, exiting intelligently, investing wisely, and mastering your mindset. From building and selling a successful dental practice to transitioning into passive income investments and consulting, Dat breaks down the real decisions behind freedom — including why he chose time over a larger payout, how to avoid over-leveraging, and what most professionals get wrong about investing.The conversation goes deeper than tactics. Dat explains how vision clarity, disciplined habits, health optimization, and peak mental state separate average operators from those who build wealth and actually enjoy it. If you're scaling a business, preparing for an exit, raising capital, or simply trying to design a life you don’t need a vacation from — this session delivers practical lessons you can apply immediately.Financial freedom isn’t just about returns. It’s about who you become in the process.https://familyoffices.com/

Send us Fan MailWhat does real American energy leadership look like — and where is oil and gas headed next?In this powerful fireside chat, Rey R.T. Trevino III, President of Pecos Valley Partners, joins Lisa Carmen Wang to break down the future of U.S. oil and gas investing. From America producing 14 million barrels per day to the long-term impact of AI, 3D seismic data, and rising data center energy demand, this conversation explores why oil and gas remain foundational to global energy security.R.T. shares how his family office targets overlooked legacy assets, drills conventional vertical wells in proven basins, mitigates volatility risk, and structures LP partnerships with active tax advantages. With average returns exceeding 60% annually and a long-term focus on energy dominance, this session delivers clear insights into how disciplined operators build generational wealth in a high-reward sector.If you're evaluating oil & gas as part of a diversified portfolio — or seeking exposure to American energy leadership — this is a strategic conversation worth watching.https://familyoffices.com/

Send us Fan MailCliff Oberlin shares a century’s worth of wisdom from running his multigenerational family office—and how you can structure, scale, and protect your own legacy. As chairman of the Oberlin Family Office (est. 1920s), Cliff has scaled and exited multiple businesses, co-founded ventures with PIMCO's former CEO, and now supports single and multi-family offices globally.In this masterclass, you’ll learn:The “15 uncommon but proven” strategies used to build thriving family officesHow to structure family offices for control, legacy, and long-term successThe biggest mistakes families make post-liquidity—and how Cliff helps fix themInsider insights from a survey of 400+ family offices across generationsWhy concierge medicine and cyber risk are now priority services for UHNW familiesHow inheritors vs. founders think about legacy, investing, and co-investingPrivate Placement Life Insurance (PPLI) and why Cliff uses it with billion-dollar clientsHow to manage family dynamics (like who your child is marrying) using “soft services” and data-backed strategyWhether you’re a founder, inheritor, or advisor to family wealth—Cliff’s insights will save you millions in mistakes and years of trial-and-error.https://familyoffices.com/

Send us Fan MailBryan Miller built a 7-figure-per-year passive income stream through disciplined investing, strategic leverage, and brutal clarity on risk. In this powerful talk, he breaks down his actual path from music entrepreneur to diversified real estate and equities investor—now earning cash flow from over 27,000 units.You’ll learn:The capital needed to earn $1M/year passively—at different return ratesThe 5 key strategies Bryan used to grow and protect wealthWhy the right kind of concentration beats early diversificationA detailed look at his 8 investment pillars: from single-family homes to GP stakesHow to vet sponsors, avoid fake gurus, and protect against catastrophic lossesThe opportunity cost of a bad $50K deal—and how that compounds into a $1M+ lossHe also shares how he turned a $13 book and a $60/month newsletter into multi-million dollar decisions—and how the wrong advice can cost you far more than feeshttps://familyoffices.com/

Send us Fan MailAfter 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.In this eye-opening session, you’ll learn:The 10 uncommon strategies that have driven over $7B in capital raisedWhat LPs really care about when vetting fundsWhy fund due diligence should include checking if your admin is in a strip mallHow he helped launch now multi-billion-dollar funds (Raptor, Artis, Dodd)A breakdown of a no-fee, 60-day liquidity fund offering 7.5% with treasury collateralThe biggest red flags that get $25M checks pulled at the last minuteReal talk on fee structuring, fund launch pricing, and reputation risksWhether you're raising your first fund or scaling your investor network, Chip’s battle-tested experience will sharpen your game fast.https://familyoffices.com/

Send us Fan MailDr. 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.You’ll learn:Three advanced negotiation and deal structuring strategies she uses behind closed doorsThe #1 counterintuitive secret to partnering with $100M+ familiesHow she filters deal flow and what actually gets her attention in a pitchReal-world joint venture case studies and lessons from managing across industriesHer million-dollar advice on people, personality typing, and not being a control freakA must-listen for family office executives, strategic partners, and anyone navigating deals at the ultra-wealthy level.https://familyoffices.com/

Send us Fan MailKevin Kolson reveals how ultra-wealthy families structure their wealth to grow, protect, and transfer it for generations while minimizing taxes and maximizing efficiency.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.You’ll also learn how families integrate these strategies with charitable LLCs, utilize multigenerational planning, and prevent estate tax erosion across generations. Practical, precise, and backed by decades of hands-on experience.https://familyoffices.com/

Send us Fan MailKen 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.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 outside exceeds the inside.This is an entrepreneurial deep-dive for those serious about scaling with integrity, leverage, and intention.https://familyoffices.com/