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

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A trust and estates attorney explains why so many wealth holders set up asset protection or estate tax planning trusts and then quietly break the rules that make them work, plus the governance failures (no family council, no investment policy stateme...

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A family office investor explains why a 1970s multifamily deal in Dallas looks identical to one in Houston or San Antonio, and why having an actual investment thesis (not just chasing AI or the herd) is what separates sponsors who get funded from spo...

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A family office investor breaks down why humility beats overconfidence every time a sponsor walks in the door, including the real story of a first-time textile mill conversion that nearly got rejected on the spot. You'll hear exactly how trusted-sour...

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Coming into serious wealth changes everything. But almost nobody tells you the right things at the right time.
In the closing segment of this Single Family Office Summit panel, four principals share what they actually wish someone had told them ...

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Richard C. Wilson runs a live Capital Raising Hot Seats webinar, giving real-time feedback to Family Office Club members on investor relations, pitch decks, deal structures, and capital raising strategy.
Family Office Club by the numbers: 4 Fami...