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In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, we dive deep into how investors structure and de-risk opportunities in the fast-growing green energy and materials sectors.

Our speaker explains how off-take agreements, royalty structures, and contract-backed revenue streams can deliver stable 20–40% returns — and why government policies can either accelerate or derail these projects.

💡 Key Takeaways:

How off-take agreements secure revenue and stabilize project risk

The mechanics behind royalty-based energy investment models

How law, policy, and capital intersect in green infrastructure

Lessons from recent government-backed projects that failed

Why private markets must now stand on their own in the green economy

🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers.
🔗 Learn more at FamilyOffices.com

https://familyoffices.com/

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In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, we explore why more U.S. investors and family offices are relocating to Puerto Rico for its unique tax advantages.

Our guest breaks down how Act 60 (formerly Acts 20 & 22) provides extraordinary benefits — including zero tax on capital gains and reduced taxation on business income — all while maintaining U.S. citizenship.

💡 Key Takeaways:

What Act 60 is and how it evolved from Acts 20 & 22

Why Puerto Rico offers one of the world’s most powerful tax incentives for U.S. investors

The reality of living and doing business there today

How to structure residency and income sourcing properly (consult your tax advisor)

Why timing, lifestyle, and compliance matter just as much as the tax rate

🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers.
🔗 Learn more at FamilyOffices.com

https://familyoffices.com/

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Richard C. Wilson, Founder & CEO of the Family Office Club, the world’s largest investor community ,shares why today’s market feels like a daily IQ test for every founder, investor, and dealmaker.

As Warren Buffett famously said, “When the tide goes out, you see who’s been swimming naked.”
Right now, inflation, AI hype, and shifting capital markets are exposing who’s truly sharp and who’s asleep at the wheel.

From overpriced deals and inflated service costs to lazy assumptions and “too good to be true” offers, Richard reveals how to stay alert, protect your capital, and make decisions like a family office.

💡 Learn how to spot red flags before they cost you millions.
⚙️ Master the mindset ultra-wealthy investors use to evaluate deals.
🚀 This 5-minute insight could save your next raise, partnership, or investment.

Learn more at FamilyOffices.com

Welcome to the Family Office Club Podcast. We interview billionaires, centimillionaires, family offices, and leading investors to help founders, entrepreneurs, and capital raisers grow smarter and scale faster.

If you want to raise capital, sharpen your investor strategy, and build lasting wealth — you’re in the right place.

🌎 About Family Office Club
Founded 18 years ago, Family Office Club is the #1 investor club globally — with:
• 25 full-time team members
• 18M+ social media followers
• $500M+ in closed transactions
• 7,500+ active investors
• 30 live investor events per year

🔹 Join as a capital raiser or CEO → FamilyOffices.com

🔹 Register as an investor → InvestorClub.com

🔹 Access our free books & training → FamilyOffices.com/book

🔹 Visit our Capital Raising Masterclass → CapitalRaising.com


Our podcast and YouTube content have been downloaded over 5 million times.
Subscribe now to the Family Office Club YouTube Channel → @FamilyOfficeClub

And stay tuned for our most popular mini-series and billionaire investor insights.

https://familyoffices.com/

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In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, our expert panel dives into the sophisticated tax and legal structures that family offices use to protect, preserve, and grow wealth.

From Private Placement Life Insurance (PPLI) to Tax Advantage Corporations and SPVs, you’ll hear how top investors structure deals for tax efficiency, asset protection, and multigenerational planning — and why most professionals overlook these strategies.

💡 Key Takeaways:

What is Private Placement Life Insurance (PPLI) and how it works for alternative assets

The Tax Advantage Corporation model — combining philanthropy, estate planning, and tax strategy

Why residency and income situs matter for wealth preservation

When and how to use SPVs for specific deal structures

Real examples from experienced family office leaders investing in crypto, oil & gas, and AI ventures

🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers.

🔗 Learn more at FamilyOffices.com

https://familyoffices.com/

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In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, top family office leaders discuss one of the most important — and most human — aspects of wealth: how to communicate, educate, and connect across generations.

From teaching children about finance and investing at an early age to integrating Gen 2 and Gen 3 into family office meetings, this conversation explores the values, respect, and real-world experiences that build lasting legacies.

💡 Key Takeaways:

How leading families teach the next generation about wealth and responsibility

Why respect and listening are essential to effective communication

Real examples of integrating children into investment and philanthropy discussions

How culture shapes family office dynamics and parenting styles

Simple ways to prepare future heirs for stewardship, not entitlement

🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers.
🔗 Learn more at FamilyOffices.com

https://familyoffices.com/

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Join Richard C. Wilson, founder of the Family Office Club, for a powerful announcement about the Family Office Formula — a 4-city event series designed to help you think, negotiate, and invest like the ultra-wealthy.

Each one-day event features centimillionaire and decamillionaire speakers, pro athletes, and top investors sharing 50 proven strategies to:
✅ Grow your balance sheet faster
✅ Structure and close deals more effectively
✅ Apply the mental models of the ultra-wealthy
✅ Negotiate joint ventures and partnerships
✅ Build long-term, generational wealth

📍 Event Locations:

New York City
Los Angeles
Fort Lauderdale
Dallas

🎟️ Reserve your seat: https://familyoffices.com/formula

The Family Office Club has hosted 300+ investor events over 18 years, featuring 1,500+ investors and 250+ speakers from across the world.

If you want to connect directly with investors, family offices, and fund managers in person — this is where it happens.

👉 Learn more at: https://familyoffices.com/formula

#FamilyOfficeClub #InvestorEvents #PrivateInvesting #WealthBuilding #FamilyOfficeFormula

https://familyoffices.com/

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Recorded live at the Beverly Hills Investor Club Summit, this episode of the Family Office Podcast explores what truly drives success behind closed doors — how family offices structure their operations, communicate effectively, and build lasting relationships that lead to real opportunities.

This conversation reveals what investors actually look for when building trust and how genuine connection often outweighs the hard pitch.

💡 Key Takeaways:

What modern family offices prioritize when evaluating deals

The role of trust, transparency, and authenticity in investor relationships

Why the “add value first” principle creates long-term partnerships

How experts and subject-matter specialists win credibility fast

The power of patience — how years-long conversations turn into million-dollar opportunities

What makes a high-caliber event worth attending for family offices

🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers.
🔗 Learn more at FamilyOffices.com

https://familyoffices.com/

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In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, leading investors share their million-dollar insights — the lessons that separate top performers from the rest.

From turning “broken” deals into profitable opportunities, to using systems and process instead of luck, this conversation reveals the mindset and strategy that drive elite investment success.

💡 Key Takeaways:

Every deal is broken until you fix it — here’s how top investors do it

The secret to building wealth through systems, not emotion

Why taking every meeting can lead to your next great relationship

How adding value creates opportunity (and loyalty)

Where billion-dollar ideas are hiding in plain sight

🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers.
🔗 Learn more at FamilyOffices.com

https://familyoffices.com/