Family Office Podcast: Real Estate Investments, Co-investing, Capital Raising, And Private Equity Business Strategies

Send us a textExplore how ultra-high-net-worth individuals succeed by listening more, staying open to learning, and leveraging their competitive advantages in global markets. From infrastructure innovation to cultural insight, discover what sets them apart in spotting hidden opportunities and navigating risk.https://familyoffices.com/

Send us a textIn this powerful discussion, Sylvia—an experienced voice in policy and wealth management—breaks down why emerging fund managers and independent sponsors continue to face massive roadblocks in raising capital post-COVID.She explains the growing gap between smaller investment firms and trillion-dollar wealth management giants like Blackstone and KKR, and what emerging managers must do to compete in today’s conservative capital environment.

Send us a textWhy are ultra-high-net-worth individuals turning to mobile home parks as their next big investment? In this insightful discussion, Jonathan explains how patient capital—like that of Warren Buffett—is shifting from traditional assets like multifamily and insurance into mobile home parks.Discover how macroeconomic volatility, zoning scarcity, and favorable lending conditions from Fannie and Freddie are making mobile home parks one of the most attractive real estate asset classes today. Learn why this niche outperformed every other sector over the past 7 years and why the ultra-wealthy see it as a durable, high-moat strategy for long-term wealth.

Send us a textWhile vacationing in Thailand, I took a moment to reflect on a pattern I’ve noticed after working with hundreds of centimillionaires, billionaires, pro athletes, and driven founders: real success takes both hard work and smart work.In this video, I break down what sets the top 0.1% apart — their mindset, relentless drive, and how they leverage tools like AI without losing their edge. If you're raising capital, building a business, or managing a family office, this message is for you.

Send us a textIf you're a founder raising capital, developing real estate, or an investor looking to connect with serious deal flow—I'd love to invite you to check out the Family Office Club.I've been running this community for 18 years. We've hosted over 300 live events, built a following of 17M+ across social media, and created the most-watched YouTube channel and podcast focused on family offices.What started as a simple idea has grown into something powerful—thanks to the amazing people who show up, share, and collaborate.We’ve got 30 in-person events coming in 2026 and a dozen more this year. If you're serious about growing your investor network and getting in front of real capital, visit https://familyoffices.com/Let’s connect.

Send us a textI've noticed a major shift among my DecaMillionaire and Centimillionaire clients: smaller, leaner teams—paid significantly more. Why?In this video, I break down:✅ Why top family offices are prioritizing efficiency over headcount✅ How AI is accelerating productivity (and job displacement)✅ Why high-performing team members are more valuable than ever✅ What this means for the future of payroll, privacy, and deal executionThis trend is shaping how $250M+ and $1B+ family offices operate—and how you can stay ahead of the curve.

Send us a textHi everyone Coming to you from Thailand — here on vacation with my family, but wanted to share a quick thought on AI…With all the AI-generated content flooding platforms like LinkedIn, real videos like this are harder to fake—and more valuable. The ultra-wealthy want authenticity, not polished fluff.More quick insights coming soon from here in Thailand#ThailandTrip #InvestorTips #FamilyOffice #AuthenticContent #StartupAdvice #RealTalk #AIInsights #RaisingCapitalhttps://familyoffices.com/

Send us a textDiscover the top secret to raising capital faster and more efficiently from Richard C. Wilson, founder of Family Office Club. In this short video, Richard explains the most powerful shortcut: securing an anchor investor who has already built and exited companies or assets in your niche.Learn how to identify, approach, and benefit from strategic investors who can accelerate your capital raise by 4x or more. Whether you're in real estate, tech, or private equity—this tip could unlock your next big raise.

Send us a textAvoid the #1 mistake founders make when pitching investors. In this quick video from Thailand, Richard C. shares why experienced investors instantly walk away from overly optimistic "hockey stick" projections—and what actually builds trust and closes capital.✅ Key points:– Why big promises don’t work– The power of trust, team & process– How to pitch like a pro (not an amateur)

Send us a textWhat does it take to co-found 6 global leaders and scale dozens of ventures across 80+ countries?Discover how Kevin McGovern, Chairman of McGovern Capital, helped co-found 6 global category leaders and scale ventures to over $1 billion in revenue. In this fireside chat at the Family Office Club, Kevin shares real insights on building billion-dollar companies, sourcing high-quality deals, leveraging global joint ventures, and investing with purpose.With over 25 companies co-founded and business done in 80+ countries, Kevin offers rare lessons on capital raising, licensing, family office dealmaking, and creating impact-driven legacies.

Send us a textDiscover how this  founder of a multi-family office based in Los Angeles, manages capital globally across real estate, credit, and growth-focused private investments. In this fireside chat, Sahil shares rare behind-the-scenes insights on family office operations, cross-border dealmaking, trust-based partnerships, and how to build a resilient investment strategy across generations.✅ What You'll Learn:- How experienced family offices vet and structure global investment deals- Real-world examples of managing capital across real estate, credit, and venture- The critical role of trust, alignment, and governance in ultra-wealthy families- Insights on working with next-gen investors and building multi-generational wealth- How AI is transforming due diligence and investor decision-making

Send us a textGo behind the scenes with Camille Homsier, CEO of a $B+ global family office, and a powerhouse panel of family office leaders from New York, LA, Chicago, and Dubai. Recorded live at the Hawaii Family Office Retreat, this candid conversation explores how the ultra-wealthy are navigating global volatility, investing in private markets, and building legacies through real estate, private credit, and venture capital.Topics include:100% alternative portfoliosReal estate as a foundation for wealthESG and impact investing from the GCC perspectiveBuilding long-term family continuityHow to structure for resilience in unpredictable times

Send us a textIn this episode of the Family Office Podcast, host Andrés Ospina sits down with Van Carlson, founder and CEO of SRA 831(b) Admin — the nation’s leading administrator of 831(b) plans. With 25+ years of experience, Van unpacks how traditional insurance is failing today’s business owners and reveals powerful, compliant strategies to self-insure risk using pre-tax dollars.You’ll learn how smart risk management can:Help businesses weather economic stormsTurn tax liabilities into financial assetsFund deductibles, protect brand reputation & survive disruptionsProvide a competitive edge through 831(b) plansTimestamps 00:00 – Meet Van Carlson: Coast Guard vet turned insurance innovator01:37 – How the 2008 recession exposed traditional insurance gaps05:10 – What is an 831(b) plan and why was it created?06:40 – How 831(b) helps manage unfunded liabilities with pre-tax dollars08:58 – How 831(b) plans reduce tax burdens and boost financial stability13:01 – How 831(b) covers cyber risk, brand protection &

Send us a textDiscover Balmoral Partners, a healthcare-focused investment and advisory firm with a $1B+ track record, zero management fees, and a unique model that returns 85% of profits to partners. In this exclusive interview, we explore their strategic work across domiciliary care, nutrition, and healthcare services — as well as their global structure with UK shareholders and a Dubai base of operations.✅ Topics Covered:– How Balmoral delivers strong investor returns– The firm’s unique no-fee structure– Their strategic focus on healthcare efficiency

Send us a textWhat does the future of real estate look like over the next five years? In this powerful investor panel, experts share their bold predictions, emerging concerns, and timeless strategies for navigating the decade ahead.Whether you're a real estate investor, syndicator, developer, or passive LP — this conversation dives into the macro trends, climate risks, and investment philosophies that will shape the future of the industry.

Send us a textWhat does goose hunting have to do with investing in AI and real estate? A surprising analogy kicks off this dynamic investor panel covering today's most relevant topics in the real estate market.In this video, you'll hear from a powerhouse lineup of investors, developers, and operators across multifamily, private lending, regenerative real estate, healthcare-integrated communities, and more. Topics discussed include:Real estate investment strategies for the next decadeWhy preferred equity and syndicates are being re-evaluatedHow physicians and family offices are partnering on purpose-driven developmentsWhy raw land and eco-retreats are growing trendsThe risk of being “first in the V” when chasing new ideas like AIFeaturing insights from:✔️ National REIT operators✔️ Next-gen family office investors✔️ Surgeons turned real estate developers✔️ Eco-resort and net-zero project leaders✔️ Legacy brokers with 200,000+ agentsThis conversation blends hard-won wisdom with fresh ideas for navigati

Send us a textWhat’s the best advice investors can follow right now? In this closing session of the Family Office Club event, experienced investors across real estate, AI, art, sports, and sustainability share their #1 insights on how to grow and protect wealth over the next decade.You’ll hear powerful guidance on:Investing with authenticity and purposeThe role of storytelling in portfolio strategyWhy uncertain times are a breeding ground for innovationThe importance of diversification and alignmentLegacy building through culture, education, and valuesWhether you're a family office, fund manager, or solo investor, these 60-second gems are filled with timeless wisdom for long-term investing success.

Send us a textDiscover how top investors are navigating today’s complex markets and what’s driving strong portfolio performance in 2025. In this insightful panel, investors share what's outperforming in their portfolios—from online gaming and digital assets to green infrastructure and AI—and what they're scaling back due to market volatility.They also discuss:Rebuilding strategies after climate disastersMonetizing youth sports and media platformsThe impact of tokenization and digital payment systemsWhy art, land, and sports investments remain antifragileHow to position for long-term ROI with resilience in mindWhether you’re an individual investor, fund manager, or family office advisor, these real-world strategies will give you actionable takeaways to future-proof your investment approach.

Send us a textDiscover how experienced investors across real estate, tech, media, AI, art, and sustainability are building antifragile portfolios that don't just survive — they thrive through volatility, disruption, and global change.This panel, recorded live at the Family Office Club Super Summit, explores how investors are navigating market uncertainty, deploying capital into resilient asset classes, and turning passion into performance.Hear insights on:What it means to be an antifragile investorWhy legacy, authenticity, and alignment matter more than everStrategic trends in real estate, AI, sustainability, art, blockchain, sports, and digital mediaWhere capital is flowing in 2024 and what lies ahead

Send us a textWhat do billion-dollar family offices really look for in deals? In this powerhouse panel discussion from the Family Office Club Summit, top investors and allocators managing over $1B+ in assets reveal their insights on deal flow, capital structures, real estate, healthcare, AI, venture capital, and more.