Ultra-Wealthy Families Leverage Their Most Important Assets to Create Multigenerational Wealth | Kevin Kolson

Ultra-Wealthy Families Leverage Their Most Important Assets to Create Multigenerational Wealth | Kevin Kolson

Author: Richard C. Wilson, CEO of Family Office Club March 3, 2026 Duration: 12:04
Send us Fan Mail Kevin Kolson reveals how ultra-wealthy families structure their wealth to grow, protect, and transfer it for generations while minimizing taxes and maximizing efficiency. In this session, Kevin dives deep into premium financed whole life insurance, one of the most flexible tools used by top-tier families to create tax-free income, fund estate taxes, and preserve wealth outside of their taxable estates. He shares real case studies involving family trusts, gifting strategies, ...

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
Podcast Episodes
Drafted to the NFL — Now Building a Real Estate Fund [not-audio_url] [/not-audio_url]

Duration: 6:36
Send us Fan Mail David Bergeron went from Stanford to the NFL — and then transitioned into building a real estate investment firm. Drafted by the Philadelphia Eagles and spending time with the Titans and Panthers, David…
$900M in Revenue: What it Took to Scale [not-audio_url] [/not-audio_url]

Duration: 23:38
Send us Fan Mail What does it actually take to build and scale a business to this level? In this fireside chat, Tim Cohen shares the real story behind scaling a company — from early struggles and setbacks to building a h…