Ep 2 – Infrastructure, Secondaries & Saying No to FOMO Deals

Ep 2 – Infrastructure, Secondaries & Saying No to FOMO Deals

Author: Richard C. Wilson, CEO of Family Office Club January 20, 2026 Duration: 7:06
Send us Fan Mail Episode 2 of Inside the Family Office: Live Investor Panel Real family office practitioners and allocators share how they structure deals, protect families, and think about wealth: Isaac, a former Morgan Stanley advisor who now runs a multi-family office and investment bank in L.A., walks through how his team allocates across public and private markets. He explains why secondaries and “cleaning up cap tables” are attractive right now, how he thinks about SPVs and fee layers,...

Hosted by Richard C. Wilson, CEO of the Family Office Club, Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights provides a direct line to the strategies and mindsets of the ultra-wealthy. This isn't about surface-level success stories; it's a deep exploration of how substantial capital is actually managed and deployed. Each week, through multiple conversations, you'll hear unfiltered discussions on private investment tactics, unique deal structures, and the nuanced realities of preserving and growing significant wealth. The dialogue centers on practical wisdom from billionaires, centimillionaires, and the family offices that represent them. These interviews move beyond theory, focusing on actionable insights for founders, entrepreneurs, and serious investors aiming to scale their operations and refine their investment approach. Whether it's navigating innovative investment vehicles or understanding the operational intricacies of a family office, this podcast breaks down complex topics into applicable knowledge. Tune in for a candid look at the mechanics of high-level finance and business growth, all grounded in the real-world experiences of those who operate at the peak of the investment landscape.
Author: Language: English Episodes: 100

Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
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