Podcast Episodes
Back to SearchHow Family Offices Use AI & Data to Drive Investment Decisions | Ultra-High-Net-Worth Trends 2025
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"Data is the new fossil fuel" — and AI is transforming how investments are sourced, vetted, and scaled. In this insightful conversati…
10 months, 3 weeks ago
Warren Buffett’s Frugality Myth? What the Ultra-Wealthy Really Spend On
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Do billionaires like Warren Buffett actually live frugally—or is it just for show? In this insightful conversation, Jonathan unpacks …
10 months, 3 weeks ago
Why the Ultra-Wealthy Invest in Collectibles: Legacy, Security & Long-Term Value
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Explore how ultra-high-net-worth individuals approach luxury and collectibles—not for short-term gains, but as a form of cultural exp…
10 months, 4 weeks ago
Hawaii Family Office Retreat: AI, Investors & Capital Raising Strategies | Richard C. Wilson
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Step inside our first-ever Family Office Club Retreat in Hawaii, hosted by Richard C. Wilson. This milestone event brought together t…
10 months, 4 weeks ago
How Ultra-High-Net-Worth Investors Stay Ahead: Listening, Learning & Leveraging Advantage
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Explore how ultra-high-net-worth individuals succeed by listening more, staying open to learning, and leveraging their competitive ad…
10 months, 4 weeks ago
Why Emerging Fund Managers Struggle to Raise Capital | Wealth Management & Investor Shifts
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In this powerful discussion, Sylvia—an experienced voice in policy and wealth management—breaks down why emerging fund managers and i…
10 months, 4 weeks ago
Why Billionaires Are Betting on Mobile Home Parks in 2025
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Why are ultra-high-net-worth individuals turning to mobile home parks as their next big investment? In this insightful discussion, Jo…
10 months, 4 weeks ago
Work Ethic Secrets of Billionaires & Top 1% Performers
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While vacationing in Thailand, I took a moment to reflect on a pattern I’ve noticed after working with hundreds of centimillionaires,…
11 months ago
Join the #1 Global Investor Network: Family Office Club
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If you're a founder raising capital, developing real estate, or an investor looking to connect with serious deal flow—I'd love to inv…
11 months ago
Why Elite Family Offices Are Shrinking Their Teams (But Paying More Than Ever)
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I've noticed a major shift among my DecaMillionaire and Centimillionaire clients: smaller, leaner teams—paid significantly more. Why?…
11 months ago