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

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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 high-performance team and operating at scale.

Tim is the Founder and CEO of Eggs Unlimited and a 20+ year veteran of the egg industry. Often referred to as “The Egg Whisperer,” he has built the business alongside a talented team into one of the most respected operators in the space.

This is not theory — it’s a candid breakdown of what actually drives growth, and what quietly holds most companies back.

📌 In this conversation:
👥 Why hiring A-players is the ultimate growth lever
⚠️ The costly mistake of lowering hiring standards
🔁 Why diversification often destroys momentum
📈 How to scale beyond early success
💰 The importance of cash discipline and focus
🎯 Why most founders get stuck — and how to break through

Tim holds an MBA from California State University, Fullerton and is a lifelong Orange County native who enjoys time with his family, staying fit, and hosting friends.

If you're building a business — or trying to scale one — this conversation offers a rare look at what it really takes.

https://familyoffices.com/

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Free ($40M Invested):
We have spent 19 years hosting 300 events and reinvesting $40M+ in revenue to build one of the most resourced investor platforms in the space. We want to give you a complimentary account.

Instantly access:

✨ 50+ AI tools for capital raising & due diligence
🌍 Global investor peer network
🎥 2,500+ investor talks
📊 Deal structure templates
💼 Exclusive billionaire interviews
📚 Capital raising workshops & webinars
🔍 Due diligence strategies
🔥 Centimillionaire fireside chats
🚀 Growth and scaling tools

Access via a guest pass for free, no card needed: Create Your Account Here in 30 Second https://portal.familyoffices.com/sign_up?request_host=portal.familyoffices.com&user%5Binvitation_token%5D=7e6bd4224cfe7834bc2ac098a98b279e17e952c7-e0a1ef7d-a077-4680-aedd-b374300ac074#email 

Get a behind-the-scenes look at the Family Office Club—built over 19+ years, 300+ live events, and more than $1B+ in closed transactions.

In this video, Richard C. Wilson breaks down how the platform works, including how investors, founders, and family offices use our tools, network, and resources to raise capital, structure deals, and build long-term relationships.

Inside the member portal, you’ll find institutional-quality training, investor insights from 1,500+ speakers, and proven strategies used by billionaires, family offices, and high-performing investors.

https://familyoffices.com/

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Join the Family Office Club Monthly Live Forum - a live, interactive session focused on real-time strategy, capital raising feedback, and applied AI tools used by serious investors and founders.

This is not a passive webinar. Each session is designed to be practical, fast-paced, and directly applicable to what you're building right now.

 WHAT HAPPENS INSIDE EACH SESSION:

✅ Live hot seats with real-time strategic feedback
✅ Applied AI demonstrations for investor research, pitch refinement, and deal structuring
✅ Live pitch reviews based on how family offices and sophisticated investors evaluate opportunities

The Family Office Club hosts 30+ investor events per year, works with 10,000+ investors, and has facilitated over $1B+ in transactions.

We have also developed 40+ AI tools specifically for dealmakers, and this forum shows how those tools and strategies are used in practice, not theory.

 HOW TO GET THE MOST VALUE:

✅ Join live and stay for the full session
✅ Bring a specific question related to capital raising, positioning, or scaling
✅ Review your pitch, platform, or deal in advance

🚀 WHAT MEMBERS GET:

✅ Priority hot seats and direct feedback
✅ Full session recordings and archives
✅ Access to 40+ AI tools for investor targeting, pitch architecture, due diligence, and deal structuring
✅ Access to 30+ in-person investor events annually

 LOGISTICS:

You will receive reminder emails from Zoom before the session.
Please join from a stable connection and plan to participate live.

🔗 LEARN MORE / JOIN:

Event schedule: https://FamilyOffices.com

Apply for membership: https://FamilyOffices.com/Join

Richard C. Wilson
CEO & Founder, Family Office Club
Call/Text: (305) 333-1155
[email protected]

https://familyoffices.com/

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What does it really take to go from $0 to billions in product sales?

In this high-energy strategy session, I sit down with Kevin Harrington — original shark on Shark Tank, inventor of the infomercial, and founder behind 20+ companies that each surpassed $100M in revenue.

This isn’t theory. This is a tactical breakdown of how a real operator builds billion-dollar momentum.

Kevin shares:

• Why customer acquisition strategy matters more than your product
• How Celsius went from a 22¢ stock to a $12B brand using influencer distribution
• The “Tease, Please, Close” framework for irresistible pitch videos
• Why lifetime customer value beats one-time sales every time
• How to negotiate royalty deals that create long-term deal flow
• The psychology behind closing high-stakes transactions
• How to turn negotiations around so the other side sells you
• Why fair deal structures lead to billion-dollar partnerships
• The health, energy, and personal standards required to operate at high velocity

We also go deep on:

Distribution as the ultimate moat

Structuring deals that attract repeat partners

Creating exponential vs. geometric growth

When and how to restructure agreements

Positioning yourself to see deals first — and at better valuations

Kevin also shares behind-the-scenes lessons from building As Seen on TV, launching global infomercials across multiple continents, and scaling through downtime arbitrage in media.

If you are a founder, investor, family office executive, or capital raiser, this episode is a masterclass in:

Branding + Distribution + Deal Structure + Energy Management

No fluff. No theory. Just tactical insights from someone who has generated over $5B in product sales.

If you want to operate at a centimillionaire level — this is required listening.

https://familyoffices.com/

Send us Fan Mail

Free ($40M Invested):
We have spent 19 years hosting 300 events and reinvesting $40M+ in revenue to build one of the most resourced investor platforms in the space. We want to give you a complimentary account.

Instantly access:

✨ 50+ AI tools for capital raising & due diligence
🌍 Global investor peer network
🎥 2,500+ investor talks
📊 Deal structure templates
💼 Exclusive billionaire interviews
📚 Capital raising workshops & webinars
🔍 Due diligence strategies
🔥 Centimillionaire fireside chats
🚀 Growth and scaling tools

Access via a guest pass for free, no card needed: Create Your Account Here in 30 Second https://portal.familyoffices.com/sign... 

Get a behind-the-scenes look at the Family Office Club—built over 19+ years, 300+ live events, and more than $1B+ in closed transactions.

In this video, Richard C. Wilson breaks down how the platform works, including how investors, founders, and family offices use our tools, network, and resources to raise capital, structure deals, and build long-term relationships.

Inside the member portal, you’ll find institutional-quality training, investor insights from 1,500+ speakers, and proven strategies used by billionaires, family offices, and high-performing investors.

https://familyoffices.com/

Send us Fan Mail

What does it really take to build and protect a globally diversified single family office across multiple countries, industries, and generations?

In this powerful fireside chat, international tax and corporate lawyer Joel Nagel shares the 15 core strategies behind building a strategic, multi-country single family office platform spanning banking, insurance, real estate development, hospitality, timber, professional sports, and international trusts.

With over 36 years of experience advising high net worth and ultra high net worth families across 40+ countries, Joel reveals how disciplined structure, asset protection, and strategic focus have helped clients avoid losses for decades — while quietly building significant global assets of his own.

In this episode, you’ll discover:

• How to structure international trusts, foundations, and asset protection frameworks
• Why “defense” matters more than chasing returns
• The power of staying in your lane — and saying no
• How to build a global strategic platform of complementary businesses
• The mindset difference between $10M families and $100M+ families
• Using Bitcoin as a financial tool (not just an investment)
• Structuring offshore banks and financial institutions
• Buying undervalued global real estate with downside protection
• Risk mitigation strategies in emerging markets
• How to think long-term about generational wealth

Joel also shares real case studies — from launching a European professional football league to building a Marriott hotel in Belize using crypto-backed financing.

If you’re a founder, family office executive, UHNW advisor, or investor building international structures, this conversation delivers practical insights on protecting wealth, structuring globally, and scaling strategically across borders.

Because as Joel puts it: it’s not what you make — it’s what you keep.

https://familyoffices.com/

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What does financial freedom really require — beyond money?

In this powerful strategy session, Dat Nguyen shares five hard-earned insights on scaling a business, exiting intelligently, investing wisely, and mastering your mindset. From building and selling a successful dental practice to transitioning into passive income investments and consulting, Dat breaks down the real decisions behind freedom — including why he chose time over a larger payout, how to avoid over-leveraging, and what most professionals get wrong about investing.

The conversation goes deeper than tactics. Dat explains how vision clarity, disciplined habits, health optimization, and peak mental state separate average operators from those who build wealth and actually enjoy it. If you're scaling a business, preparing for an exit, raising capital, or simply trying to design a life you don’t need a vacation from — this session delivers practical lessons you can apply immediately.

Financial freedom isn’t just about returns. It’s about who you become in the process.

https://familyoffices.com/

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What does real American energy leadership look like — and where is oil and gas headed next?

In this powerful fireside chat, Rey R.T. Trevino III, President of Pecos Valley Partners, joins Lisa Carmen Wang to break down the future of U.S. oil and gas investing. From America producing 14 million barrels per day to the long-term impact of AI, 3D seismic data, and rising data center energy demand, this conversation explores why oil and gas remain foundational to global energy security.

R.T. shares how his family office targets overlooked legacy assets, drills conventional vertical wells in proven basins, mitigates volatility risk, and structures LP partnerships with active tax advantages. With average returns exceeding 60% annually and a long-term focus on energy dominance, this session delivers clear insights into how disciplined operators build generational wealth in a high-reward sector.

If you're evaluating oil & gas as part of a diversified portfolio — or seeking exposure to American energy leadership — this is a strategic conversation worth watching.

https://familyoffices.com/

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Cliff Oberlin shares a century’s worth of wisdom from running his multigenerational family office—and how you can structure, scale, and protect your own legacy. As chairman of the Oberlin Family Office (est. 1920s), Cliff has scaled and exited multiple businesses, co-founded ventures with PIMCO's former CEO, and now supports single and multi-family offices globally.

In this masterclass, you’ll learn:

The “15 uncommon but proven” strategies used to build thriving family offices

How to structure family offices for control, legacy, and long-term success

The biggest mistakes families make post-liquidity—and how Cliff helps fix them

Insider insights from a survey of 400+ family offices across generations

Why concierge medicine and cyber risk are now priority services for UHNW families

How inheritors vs. founders think about legacy, investing, and co-investing

Private Placement Life Insurance (PPLI) and why Cliff uses it with billion-dollar clients

How to manage family dynamics (like who your child is marrying) using “soft services” and data-backed strategy

Whether you’re a founder, inheritor, or advisor to family wealth—Cliff’s insights will save you millions in mistakes and years of trial-and-error.

https://familyoffices.com/

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Bryan Miller built a 7-figure-per-year passive income stream through disciplined investing, strategic leverage, and brutal clarity on risk. In this powerful talk, he breaks down his actual path from music entrepreneur to diversified real estate and equities investor—now earning cash flow from over 27,000 units.

You’ll learn:

The capital needed to earn $1M/year passively—at different return rates

The 5 key strategies Bryan used to grow and protect wealth

Why the right kind of concentration beats early diversification

A detailed look at his 8 investment pillars: from single-family homes to GP stakes

How to vet sponsors, avoid fake gurus, and protect against catastrophic losses

The opportunity cost of a bad $50K deal—and how that compounds into a $1M+ loss

He also shares how he turned a $13 book and a $60/month newsletter into multi-million dollar decisions—and how the wrong advice can cost you far more than fees

https://familyoffices.com/