Family Office Podcast - Private Investor & Investment Insights (Educational)

In this episode of the Family Office Podcast, Richard C. Wilson gives you tips on how to build your board of advisory counsel for your Family Office.

If you are looking to add members to your family office we can help, learn more at

Direct download: Family_Office_Board_of_Advisors_Tips.mp3
Category:Educational -- posted at: 4:01pm EDT

This podcast episode showcases Richard C. Wilson's recent interview with Jim Fried on Fried on Business. The podcast talks about family office trends and innovations. A family office is simply a holistic, full balance sheet wealth-management solution. Easier way to say it is think of the wealth-management firm that manages every financial aspect of your life from a 360 degree perspective. And there’s really only two types and luckily it’s really simple. There are single Family Offices for one family or one individual and then there are multi-Family Offices which are basically when four families, ten families or four hundred families are being served by one multi-family office.

Direct download: Family_Office_Investing_Trends_And_Innovations.mp3
Category:Educational -- posted at: 1:49pm EDT

In this podcast episode Richard C. Wilson talks about multi-generational wealth management basics for those who are new to the family office industry. To learn more please download our free Family Office Report PDF on single and multi-family offices right now by visiting:

Direct download: Multi-Generational_Wealth_Management.mp3
Category:Educational -- posted at: 1:44pm EDT

This Podcast episode hosted by Richard C. Wilson discusses the top 6 trends with international family offices and how they are changing right now based on his experience of working directly with families and family offices. 

Direct download: Six_International_Family_Office_Trends.mp3
Category:Educational -- posted at: 8:00am EDT

In this podcast episode, Richard C. Wilson appears on BBC's "The Bottom Line" to discuss exactly what a family office is and to give his outlook on the industry. 


To learn more about Richard's views of the industry download the free Family Office Report:

Direct download: The_Bottom_Line.mp3
Category:Educational -- posted at: 8:00am EDT

This podcast episode features a presentation by John Jonson, Managing Director at $1B+ Multi-Family Office Lyrical Partners. In this presentation, John talks about impact investing and how it relates to family offices. John will also chronicle his many experiences throughout his career working at a family office. 


John will be speaking at our upcoming Family Office Super Summit, learn more at

Direct download: Family_Office_Impact_Investing.mp3
Category:Educational -- posted at: 8:00am EDT

In this podcast episode, Richard Wilson explains what direct investments, co-investments, and club deals are and how they relate to family offices. To learn more about this topic, you can attend one of our upcoming family office workshops:

Direct download: Direct_Investments_Co-Investments__Club_Deals.mp3
Category:Educational -- posted at: 8:00am EDT

In this episode of the Family Office Podcast, we have with Harris Fried, third generation single family office executive for his family’s family office. This episode will be focusing on family office direct investments and co-investments. 

Direct download: Family_Office_Direct_Investments__Co-Investments.mp3
Category:Educational -- posted at: 8:00am EDT