Send us Fan Mail

What does a $1B+ family office actually look for before writing a $10M–$50M check?

In this episode, Martin of Prime Pulse — a $1B+ entrepreneur-backed family office — shares the real criteria they use when evaluating investments in profitable companies between $10M and $150M in revenue.

Unlike traditional PE or venture firms, Prime Pulse invests its own capital and partners directly with founders. They don’t just bet on companies — they build with entrepreneurs.

Inside this session, you’ll learn:

• Why $1B+ allocators invest in people, not companies
• The 7 leadership traits that override cap table and tech flaws
• How elite investors evaluate founding teams
• Why A-players hire A-players (and how to prove it)
• The importance of intellectual humility in an AI-driven world
• What “operational resilience” really means at scale
• Why fast decision-making beats perfect decision-making
• How AI impacts diligence, valuation, and long-term positioning

If you’re raising $10M–$50M or positioning your company for family office capital, this conversation gives you a rare look at how billion-dollar allocators actually think.

This isn’t theory.
It’s capital allocation psychology from the inside.

Subscribe for more insights from centimillionaire and billionaire capital allocators.

https://familyoffices.com/

Send us Fan Mail

How do you scale companies, raise hundreds of millions, and exit multiple times — starting as a poor kid from Brooklyn?

In this Centimillionaire Strategy Talk, Jody Chapnick shares the real capital raising and deal-closing strategies behind multiple platform roll-ups, IPOs, and nine-figure exits.

From building and selling a $500M public REIT…
To scaling a pharmaceutical company from $18M to a $250M private equity exit…
To buying insurance companies after calling 800 CEOs…

This is a masterclass in work ethic, differentiation, and finding deals before anyone else sees them.

Inside this episode, Jody reveals:

• Why raising money is easier than finding great deals
• The importance of putting your own capital in first
• How to build trust with high-net-worth investors
• How he used SEC Form D filings to find real players
• Why alignment and back-end profits beat upfront fees
• How to leverage other people’s track records early in your career
• Why accountants and lawyers are hidden deal-flow goldmines
• The real meaning of “skin in the game”

If you're serious about raising capital, structuring exits, or building long-term wealth — this conversation is required listening.

Hard work. Differentiation. Relentless follow-up.

No shortcuts.

Subscribe for more Centimillionaire Strategy Talks featuring founders, capital allocators, and multi-exit operators.

https://familyoffices.com/

Send us Fan Mail

David Bergeron went from Stanford to the NFL — and then transitioned into building a real estate investment firm.
Drafted by the Philadelphia Eagles and spending time with the Titans and Panthers, David later shifted his competitive drive into business and co-founded Reseed Partners, a real estate platform inspired by Y Combinator-style talent sourcing and hyper-local operator investing.
In this interview, David shares:
• The 1% daily improvement mindset
• Why curiosity compounds over time
• The financial mistake of leaving a Stanford social media program before Facebook exploded
• Why real estate remains hyper-local despite AI
• The importance of teammates in both sports and business
From NFL Europe to capital formation, this conversation breaks down discipline, capital strategy, and long-term thinking.

--- We’d like to extend a heartfelt thank you to Daniel Puder for joining us at the Family Office Club and contributing his time, wisdom, and energy to our athlete investor panels.  Daniel is a former undefeated MMA fighter, WWE’s $1M Tough Enough Champion, Deputy Sheriff, and Founder of MLMP. He currently serves as Co-Founder and President of MLMPI Prep Academy, Founder of My Life My Power, and Co-Founder of My Life My Brand. Beyond his impressive career, Daniel is an author, professional speaker, and passionate advocate for public education.  His purpose-driven mission to inspire youth, empower communities, and equip law enforcement and educators with mentorship tools is deeply impactful. We are grateful to have had his leadership, insights, and authentic voice on stage at our summit.  Thank you, Daniel, for helping make this event so meaningful.

----------- Inside the Minds of Business Champions: Pro Athletes Unveil the Secrets of Top .1% Performers.  Welcome to the Pro Athlete Interview Series, where we delve into the minds and stories of sports legends from around the globe! This series will provide you with rare insights into their journeys, triumphs, and the secrets behind their success.   Whether you're a die-hard fan, an aspiring athlete, or simply curious about the inner workings of greatness, this series promises to deliver compelling interviews that will ignite your passion and fuel your drive.  Start watching now and connect with the stars of the game like never before. Subscribe now and dive into the Pro Athlete Interview Series for an unforgettable journey through the hearts and minds of sporting legends!  We hope you love watching my videos. Subscribe to this channel for the latest video. Have a nice day!

https://familyoffices.com/

Send us Fan Mail

How do you actually get meetings with the most valuable investor types — and then move from “interesting conversation” to real deals getting completed?

In this Centimillionaire Investor Interview, Richard sits down with Sahil Nandwani of Calafia Group to break down the real-world mechanics of investor outreach, follow-up, and relationship-building inside the insular family office ecosystem.

Sahil shares what works (and what quietly kills deals), including how to communicate like a professional, how to anticipate investor questions before they’re asked, and why most people lose momentum simply because they don’t follow up correctly.

You’ll learn:

How single family offices filter opportunities fast (and what they look for first)

Why most capital raisers fail on follow-up, listening, and responsiveness

How to use texting, call summaries, and short Loom-style videos to close gaps faster

When in-person meetings matter most (and why “chemistry” still wins)

How to stand out through specialization and authenticity in a crowded market

What family offices are watching with AI, and why “customization” becomes a moat

How to build trust without being needy, pushy, or “fund closes Friday” desperate

If you’re raising capital, sourcing deals, building a family office network, or trying to get in front of more serious investors — this episode is a playbook for getting meetings, building trust, and completing transactions.

https://familyoffices.com/

Send us Fan Mail

What separates a $10M investor from a $100M+ centimillionaire?

And why do so many high-income entrepreneurs lose momentum after liquidity — while others quietly compound into multi-generational wealth?

In this powerful fireside chat, I sit down with Paul Karger, Partner at Twin Focus Capital, a $12B multi-family office serving clients with an average net worth of $150M–$200M+.

In the last year alone, Paul and his team brought in over $2B in new AUM — without chasing trends, running crowded trades, or playing the commoditized wealth management game.

Instead, they focus on something different.

In this episode, we break down:

🚨 The Top 7 Mistakes Investors Make

• Overpaying for commoditized wealth management
• Getting stuck in crowded trades and “long lines”
• Confusing money with wealth
• Hiring advisors who can’t solve real-life complexity
• Failing to diversify risk beyond one asset class
• Choosing strategy over people
• Waiting too long to professionalize their family office structure

💡 The 5 Things Only the Ultra-Wealthy Do

• Make decisions quickly — and don’t look back
• Protect their time and operate at highest and best use
• Build deep, durable relationships
• Play defense first: “Stay rich” > “Get rich”
• Focus on risk management as a daily discipline

Paul also shares:

Why wealth management is becoming commoditized — and how real family offices create value

How to “pay for yourself immediately” by renegotiating legacy fee structures

The mindset shift from $50M to $500M

Why authenticity builds faster trust than corporate polish

How to build relationships with billion-dollar multi-family offices

Why the next bubble may already be forming in AI

Why diversification of risk matters more than diversification of assets

If you are a founder, investor, or family office executive operating at scale — this conversation is about playing the long game.

Because once you’ve built wealth…

The only real objective left is keeping it.

No hype. No trend chasing. Just real-world insights from someone managing $12B for centimillionaires and billionaires.

https://familyoffices.com/

Send us Fan Mail

What does it actually take to build and scale a business to this level?

In this fireside chat, Tim Cohen shares the real story behind scaling a company — from early struggles and setbacks to building a high-performance team and operating at scale.

Tim is the Founder and CEO of Eggs Unlimited and a 20+ year veteran of the egg industry. Often referred to as “The Egg Whisperer,” he has built the business alongside a talented team into one of the most respected operators in the space.

This is not theory — it’s a candid breakdown of what actually drives growth, and what quietly holds most companies back.

📌 In this conversation:
👥 Why hiring A-players is the ultimate growth lever
⚠️ The costly mistake of lowering hiring standards
🔁 Why diversification often destroys momentum
📈 How to scale beyond early success
💰 The importance of cash discipline and focus
🎯 Why most founders get stuck — and how to break through

Tim holds an MBA from California State University, Fullerton and is a lifelong Orange County native who enjoys time with his family, staying fit, and hosting friends.

If you're building a business — or trying to scale one — this conversation offers a rare look at what it really takes.

https://familyoffices.com/

Send us Fan Mail

Free ($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 tools

Access via a guest pass for free, no card needed: Create Your Account Here in 30 Second https://portal.familyoffices.com/sign_up?request_host=portal.familyoffices.com&user%5Binvitation_token%5D=7e6bd4224cfe7834bc2ac098a98b279e17e952c7-e0a1ef7d-a077-4680-aedd-b374300ac074#email 

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 Mail

Join the Family Office Club Monthly Live Forum - a live, interactive session focused on real-time strategy, capital raising feedback, and applied AI tools used by serious investors and founders.

This is not a passive webinar. Each session is designed to be practical, fast-paced, and directly applicable to what you're building right now.

 WHAT HAPPENS INSIDE EACH SESSION:

✅ Live hot seats with real-time strategic feedback
✅ Applied AI demonstrations for investor research, pitch refinement, and deal structuring
✅ Live pitch reviews based on how family offices and sophisticated investors evaluate opportunities

The Family Office Club hosts 30+ investor events per year, works with 10,000+ investors, and has facilitated over $1B+ in transactions.

We have also developed 40+ AI tools specifically for dealmakers, and this forum shows how those tools and strategies are used in practice, not theory.

 HOW TO GET THE MOST VALUE:

✅ Join live and stay for the full session
✅ Bring a specific question related to capital raising, positioning, or scaling
✅ Review your pitch, platform, or deal in advance

🚀 WHAT MEMBERS GET:

✅ Priority hot seats and direct feedback
✅ Full session recordings and archives
✅ Access to 40+ AI tools for investor targeting, pitch architecture, due diligence, and deal structuring
✅ Access to 30+ in-person investor events annually

 LOGISTICS:

You will receive reminder emails from Zoom before the session.
Please join from a stable connection and plan to participate live.

🔗 LEARN MORE / JOIN:

Event schedule: https://FamilyOffices.com

Apply for membership: https://FamilyOffices.com/Join

Richard C. Wilson
CEO & Founder, Family Office Club
Call/Text: (305) 333-1155
[email protected]

https://familyoffices.com/

Send us Fan Mail

What does it really take to go from $0 to billions in product sales?

In this high-energy strategy session, I sit down with Kevin Harrington — original shark on Shark Tank, inventor of the infomercial, and founder behind 20+ companies that each surpassed $100M in revenue.

This isn’t theory. This is a tactical breakdown of how a real operator builds billion-dollar momentum.

Kevin shares:

• Why customer acquisition strategy matters more than your product
• How Celsius went from a 22¢ stock to a $12B brand using influencer distribution
• The “Tease, Please, Close” framework for irresistible pitch videos
• Why lifetime customer value beats one-time sales every time
• How to negotiate royalty deals that create long-term deal flow
• The psychology behind closing high-stakes transactions
• How to turn negotiations around so the other side sells you
• Why fair deal structures lead to billion-dollar partnerships
• The health, energy, and personal standards required to operate at high velocity

We also go deep on:

Distribution as the ultimate moat

Structuring deals that attract repeat partners

Creating exponential vs. geometric growth

When and how to restructure agreements

Positioning yourself to see deals first — and at better valuations

Kevin also shares behind-the-scenes lessons from building As Seen on TV, launching global infomercials across multiple continents, and scaling through downtime arbitrage in media.

If you are a founder, investor, family office executive, or capital raiser, this episode is a masterclass in:

Branding + Distribution + Deal Structure + Energy Management

No fluff. No theory. Just tactical insights from someone who has generated over $5B in product sales.

If you want to operate at a centimillionaire level — this is required listening.

https://familyoffices.com/

Send us Fan Mail

Free ($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 tools

Access 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 Mail

What 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 wealth

Joel 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/