261: Building Family Offices To Invest and Protect Your Assets with Richard Wilson

In today’s episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Richard Wilson, founder and CEO of the Family Office Club, to break down how the ultra-wealthy build, protect, and grow their assets. With more than 100,000 members and 18 years at the helm, Richard has helped thousands of family offices form investment strategies that create generational wealth.

The episode opens with a look at what sets billionaires apart from the rest of us, from their appetite for risk to how they move quickly and avoid herd thinking. Richard explains that the most successful investors make bold, independent decisions, act fast, and play a long game within a narrow set of skills or markets.

Richard also shares the three-bucket model he teaches for wealth management: public market investments, real estate, and direct investments in the business niche that created the wealth. He walks through how families allocate risk across these buckets and why having asymmetric returns and trust in your operators is crucial.

The conversation turns to why the most successful investors don’t chase pitches. They chase relationships. Family offices look for high-quality people, not just high-potential deals. Richard emphasizes that value-added connections, thoughtful deal structuring, and strong mental models are what win attention in a noisy space.

He and Jonathan also discuss the importance of fast decision-making, the rise of AI tools to enhance due diligence, and how Richard’s journey from a basement apartment to launching billionaires.com reflects the same lessons he teaches investors: add value first, go deep in your niche, and build something no one else can replicate.

In this episode, you will hear:

• Traits that distinguish billionaire investors from the average high-net-worth individual

• Ways family offices allocate capital across asset classes

• The role of trust and consistency in attracting investor interest

• How asymmetric returns and thoughtful deal structures build long-term wealth

• Richard’s approach to applying AI tools to improve decision-making

• Factors that make niche expertise more valuable than broad exposure

• How fast, focused action drives better outcomes in competitive markets

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Supporting Resources:

Family Office Club website - familyoffices.com

Centimillionaire Strategies on YouTube - www.youtube.com/user/familyofficesgroup

Family Office Club on Facebook - www.facebook.com/familyofficeclub

Family Office Club’s Instagram - www.instagram.com/familyofficeclub

Connect with Family Office Club on LinkedIn - www.linkedin.com/company/familyoffices

Richard Wilson on X - x.com/RichardCWilson

Connect with Richard on LinkedIn - www.linkedin.com/in/singlefamilyoffice

Family Office Club’s TikTok - www.tiktok.com/@familyofficeclub

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/StreamlinedReal

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - [email protected]

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.