Are you ready to perform at your highest potential? In each episode, we will interview industry experts, exploring best practices and innovative insights to help you and your organization improve performance. Together we can create a world where business excellence makes possibilities achievable.
The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures and wealth management related insights. Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and ...
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Family Office Podcast - Private Investor & Investment Insights


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Investing in Resorts with Wedding Venues - Strategy Review Interview
16:23
16:23
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Interview with Josh McCallen Commercial Real Estate Investments, Wedding Venue Investor, Resort Investor, CRE Investing, Niche InvestmentsBy Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
Keywords: Due Diligence, Business Competitors, Full Disclosure, Know your competition, direct competitors, indirect competitors.By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Family Office Podcast - Private Investor & Investment Insights


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Earning Trust by Being Transparent on Bad Investments
5:47
5:47
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Richard C. Wilson of the Family Office Club discusses the importance of owning your mistakes early on to build trust in an investment relationship. Keywords: Investors, Due Diligence, Bad Investments, Investment Losses, Investment Mistakes, Honesty, Deal, TransparencyBy Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
Richard C. Wilson of the Family Office Club discusses easily avoidable mistakes you can make when preparing to look for Investment. Keywords: Investors, Investments, Top 5 Investment Mistakes, Top five Investment Mistakes, Capital Raising Mistakes, Due Diligence, Prepared, Investment Homework, Investment Research.…
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Performance Matters Podcast

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Episode #57 | Shaping the Future of Learning for the Financial Services Industry
24:37
24:37
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Even before the pandemic, resilience, growth, agility, and creativity were buzz words for the ideals businesses should strive toward. Now, in a post COVID-19 world, they have become necessities for survival and relevance, especially for the traditionally risk-averse financial services industry. Turning this global ship in a completely new direction…
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Family Office Podcast - Private Investor & Investment Insights


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A Strategy to Convert Active Income to Passive Income - A Tax Interview with Tom Wheelwright
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8:32
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Richard C. Wilson of the Family Office Club interviews Tom Wheelwright on converting active income to passive income. A Tax Interview with Tom Wheelwright Keywords: Tax, Tax Strategies, Tax Expert, Business Tax Expert, Investment Tax Expert, Tom Wheelwright Author, Tom Wheelwright BooksBy Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Family Office Podcast - Private Investor & Investment Insights


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A Strategy to Move Past $1B+ Gorilla Competitors
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1:01
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By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Family Office Podcast - Private Investor & Investment Insights


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Investment Deal Nuances - Maximum Alignment = Maximum Momentum
4:52
4:52
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By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Family Office Podcast - Private Investor & Investment Insights


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Expert Interview with an Investigative Due Diligence Services Firm Doing 2,000 Reports a Month
36:47
36:47
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By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Performance Matters Podcast

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Episode #56 | Building the Business Case to Invest in Change Management and Adoption Services
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19:45
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19:45
Innovation cycles of technology, while exciting, can also be anxiety-inducing when it comes to having to adopt new technology. Shifting employees from one mode of thinking to another without a plan can take a tremendous toll on morale and as a result, on ROI. But when there is a limited budget, how can stakeholders effectively communicate the value…
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Family Office Podcast - Private Investor & Investment Insights


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Self-Insured Medical Expense Reimbursement Plans
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9:49
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By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Family Office Podcast - Private Investor & Investment Insights


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Qualified Small Business Stock - Tax Protected Investments
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12:33
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12:33
By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Family Office Podcast - Private Investor & Investment Insights


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R&D Tax Credits for Manufacturing & Software Companies
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12:31
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By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Performance Matters Podcast

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Episode #55 | Engaging the Modern Learner
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21:18
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When it comes to instructional design, there has traditionally been a lot of emphasis on the delivery of the learning content. Designing for the modern learner needs to move beyond the delivery to the journey as a whole. It requires a systemic strategy that involves the learner in the process early, and often, and builds an experience that drives e…
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Family Office Podcast - Private Investor & Investment Insights


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Self-Directed IRA Accounts: How to Invest Tax Free Directly Into Private Equity & Real Estate Deals
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9:15
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By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Family Office Podcast - Private Investor & Investment Insights


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Private Placement Life Insurance PPLI Wrapper Strategy for Direct Investment Tax-Efficiency
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By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Performance Matters Podcast

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Special Episode | Black History Month: Continuing the Conversation
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32:03
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Black History Month may be coming to an end, but the conversations and education surrounding the triumphs and struggles of Black experiences should continue all year round. This week’s podcast is joined by, Stephanie Wedgeworth, Product Trainer; Adrian McClelland, Vice President of Diversity and Engagement; and Maurice Bembry, Product Trainer for G…
By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Family Office Podcast - Private Investor & Investment Insights


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529 Plans | What Every Investor Needs to Know
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26:33
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By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Family Office Podcast - Private Investor & Investment Insights


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4 Insights After Closing on Over 50 Investments
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4:45
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By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Family Office Podcast - Private Investor & Investment Insights


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Raising Capital from Single Family Offices & Ultra-Wealthy Investors
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By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
When employers talk about someone not being a “good fit” for a job, could it actually be code for biased hiring? There is no denying that when it comes to diversity in the workplace, there are countless benefits it plays in driving innovation, increasing productivity, and expanding into new markets. Hiring someone because they connected on a person…
By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Family Office Podcast - Private Investor & Investment Insights


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Online Private Investor Club for income and Tax-efficient investments
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By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Family Office Podcast - Private Investor & Investment Insights


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Importance of Value Add, Printed Material Mailing
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0:53
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By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Performance Matters Podcast

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Episode #53 | Critical Practices for Driving a Successful Technology Implementation
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24:28
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The famous line in the movie “Field of Dreams” goes, “If you build it, he will come.” Your users may come to your new technology platform because they have no choice, but will they know what to do once they’re there? You can design and build the best system out there, but if your users, your people, fail to adopt the system, you will not achieve yo…
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Family Office Podcast - Private Investor & Investment Insights


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Member Spotlight Interview with Toby Loftin from BP Capital Fund Advisors, LLC
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By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Family Office Podcast - Private Investor & Investment Insights


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Interview with a Member on Raising over $100M
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6:15
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Richard interviews a Family Office Club member during a recent Workshop.By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Family Office Podcast - Private Investor & Investment Insights


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Tax Interview: What is QBI? | Laura Theiss
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11:45
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Richard Wilson interviews tax expert Laura Theiss of SingerLewak.By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
Family Office Club CEO Richard Wilson outlines 14 current investor mandates from our club.By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Family Office Podcast - Private Investor & Investment Insights


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Member Spotlight Interview with William Atha from Morgan Stanley Wealth Management
10:49
10:49
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10:49
By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Performance Matters Podcast

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Episode #52 | What is Workforce Transformation and Why You Should Care
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17:35
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Businesses that thrive are in a constant state of transformation and the skills and knowledge needed from your workforce continue to evolve. This is when a focus on workforce transformation becomes necessary. But what distinguishes true workforce transformation is recognizing that people are at the heart of the change and L&D solutions need to be d…
Family Office Club CEO Richard Wilson discusses tax strategies for 2021.By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
As we close a chapter on 2020 and ring in a new year, it’s time to look ahead to what is on the horizon for organizations when it comes to L&D. What should companies do to systemically integrate diversity and inclusion throughout their learning strategies instead of one-off classes that are done once a year? How will “just in time” learning evolve …
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Performance Matters Podcast

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Episode #50 | Overcoming Emotional Hijacking
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15:11
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Most of us have been in a situation where we felt cornered, or defensive, or misunderstood in some way, and in the moment it almost felt like we were taken over by an evil twin. We watched ourselves react in a way that we knew will not end well. But we did it anyway. Ellen Lauterbach, Leadership Development Consultant, joins this podcast, to examin…
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Family Office Podcast - Private Investor & Investment Insights


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Character is Fate in the Private Investor World
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2:22
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Richard C. Wilson talks about the value of character in the investment world.By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Family Office Podcast - Private Investor & Investment Insights


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8 Insights from 54 Investors on Stage over 2 Days
10:13
10:13
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Richard Wilson recaps the 7th annual Family Office Club Super Summit.By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
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Family Office Podcast - Private Investor & Investment Insights


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15 Pandemic Investments Closed - 5 Quick Insights
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A short overview of deals we've closed during the global pandemic.By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
Connect with over 50 investors on stage over 2 days at the 7th annual Family Office Club Super Summit. Register Now: https://familyoffices.com/superBy Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
The importance of effective change management tactics and communication cannot be overstated. It has always been the life blood for any change, but now with the majority of executives, stakeholders, project teams, and employees working remotely, it is even more important. Julyan Lee sits down with Cedric Brisseau, Change Management consultant, to d…
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Performance Matters Podcast

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Episode #48 | Understanding Change Impacts in a Virtual World
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32:53
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It is difficult to understand change impacts in a world where many employees are working remotely and it’s not as easy to directly understand how disruptive a change initiative is when you’re not on site and observing firsthand how people are responding. This is especially challenging in today’s environment. Change practitioners and clients need to…
By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC
By Richard C. Wilson, CEO of Family Office Club & Centimillionaire Advisors, LLC