The Richer Geek

How the Ultra-Wealthy Invest in 2025


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Welcome back to another episode of The Richer Geek Podcast. Today we are joined by Richard Wilson, CEO of Family Office Club, the largest investor community for ultra-wealthy families with over 7,500+ members and 16+ in-person events every year. Richard has spent 18 years studying how the richest entrepreneurs protect and grow wealth, building a global social network of 17M+ followers and interviewing billionaires to decode what truly moves the needle.

In this episode, we chat about…

  • What the ultra-wealthy are actually investing in right now

  • Why investors are moving away from "spray and pray" diversification

  • The rise of Bitcoin and collateral-backed deals

  • Avoiding crowded, boring, and mediocre capital raises

  • How mindset shifts as you level up net worth

  • Why investors want to know you personally, not as a number

  • The power of proximity and joining the right rooms

  • Family Office myths vs. reality (fewer Rolex flexes than you think)

  • Simple tools that make raising capital faster and more credible

Key Takeaways:
  1. Trust beats hype. Today's capital wants security, clarity, and in-person relationships.

  2. Don't diversify blindly. Smart wealth plays offense where they know the game well.

  3. Alignment matters. Investors gravitate to founders with shared industry expertise.

  4. Materials make you investable. One-liner. One-pager. One-minute pitch video.

  5. Environment is everything. The right room can accelerate opportunity overnight.

  6. Be uniquely valuable. Say what no one else can say, that's how deals get attention.

Resources from Richard

LinkedIn | Family Office Club | Billionaires.com (interviews & billionaire book lists)

Centimillionaire Strategies YouTube channel

Resources from Mike and Nichole

LinkedIn | Gateway Private Equity Group | Barcelona Hotel Fund | Nic's guide

...more
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The Richer GeekBy Mike Stohler

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