Inside the Family Office: How the Ultra‑Wealthy Really Invest
Release Date: 11/05/2025
Debt, Tariffs, and the Truth About Today’s Global Economy
The Liquid Lunch Project
What happens when a grown-up economist says the quiet part out loud: the U.S. is acting like it can break the rules forever? Andrés Velasco joins Matt and Luigi for a sharp, no-spin talk on debt, tariffs, copper, central banks, globalization, and why countries that treat boom times like a Vegas weekend usually end up crying in the shower. From Chile’s “save it, don’t blow it” playbook to America’s very expensive habit of pretending deficits don’t matter, this episode puts real-world economics back in plain English. 🍸 Episode Highlights: Latin America is doing better than the...
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How Story-Driven Growth Helps Small Businesses Scale
The Liquid Lunch Project
What if the thing you’ve been calling “branding” is actually the backbone of your business? Dan Grech joins Matt and Luigi to make the case that a founder’s story is not decoration, not nice-to-have, and not something you slap on a homepage after the real work is done. It’s the thing that holds the whole machine together. From getting fired out of journalism to building BizHack Academy, Dan breaks down how story drives revenue, hiring, trust, and the ability to keep going when business gets ugly. 🍸 Key Highlights: Getting fired pushed Dan into business. Most founders are...
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IRS Audits: What Business Owners Get Wrong
The Liquid Lunch Project
You think the IRS is scary? Cool. Now imagine TikTok is your tax attorney. Pietro E. Canestrelli (JD, LL.M.) jumps in to kill the “one weird trick” tax myths and explain how people actually get wrecked: audits, missing returns, bad CPA advice, and the quiet fact that you’re the one holding the bag. 🍸 What you'll hear in this episode: TikTok “tax hacks” are basically a DIY fraud starter kit. “Register it in Nevada” is not clever. It’s a trap. “Everyone should be an S-Corp” is lazy advice. Period. If the IRS says they don’t have your return… it’s not filed. ...
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What Actually Wins When Business Gets Hard: March Madness Edition
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It’s March. Everyone’s arguing about brackets. So we built one for business. But instead of basketball teams, we’re matching up what founders lean on when things get real: Discipline vs. motivation. Vision vs. execution Speed vs. strategy. Branding vs. operations. Because when revenue dips and momentum stalls, you don’t get to rely on everything. You lean somewhere. This episode is a pressure test. What actually survives when your business hits a slump? 🏀 This one covers: Why motivation fades in long seasons Why discipline carries weight when things get quiet The...
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Why Some Brains Don’t Fit School
The Liquid Lunch Project
Some people are not bad at learning. They were just trained inside the wrong system. Russell Van Brocklen joins Matt and Luigi for a conversation that starts with dyslexia but quickly turns into something much bigger: how highly capable people get mislabeled, misunderstood, and boxed into models that do not match how their brains actually work. If you run a business, manage people, or have ever felt like you think differently than the world expects, this episode will feel strangely familiar. Inside this episode: Why dyslexics often function as specialists, not generalists How traditional...
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Why Trades Businesses Are Losing Jobs Online
The Liquid Lunch Project
Your Website Is Dead. You Just Haven’t Checked the Pulse. Contractors love tools. But hate marketing. And that’s exactly why they’re losing jobs in 2026. If you’re an HVAC company, plumber, electrician, or builder still treating your website like a digital brochure… you’re invisible. Wes Towers, founder of Uplift 360, joins us to talk contractor marketing, local SEO, and why most trades businesses wait until work dries up before they panic. This one isn’t about “branding.” It’s about survival. 🍸 What we hit on: Why contractors avoid marketing when business is good ...
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The Overlooked Real Estate Asset That Investors Misjudge
The Liquid Lunch Project
What if the investment you’ve been ignoring is ignoring recessions, too? Stocks are floating at all-time highs. Everyone’s calm. That’s usually when things get weird. Matt opens this episode with a blunt take: when the market turns, investors don’t get creative. They panic into real estate. The problem? Most people only know one version of it. So we brought on Matthias Gruenwald, a former German corporate exec who quietly built a real estate business around mobile home parks, the asset class most investors joke about and then completely misunderstand. This isn’t a hype episode....
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Trump Wants to Cap Rates, Florida Wants $50K to Let You In
The Liquid Lunch Project
What happens when politics, credit cards, housing markets, and Florida border tolls all walk into one podcast? 🍸 In this episode, Matthew and Luigi attempt to make sense of: Trump’s credit card rate cap Inflation versus liquidity Housing incentives and “portable mortgages” A bizarre Florida “toll tax” Small business tax realities Tell us: Should the government cap interest or shut the hell up? DM us or scream into the comments. 🔔 Enjoyed the episode? Subscribe so you don’t miss future conversations on business growth, funding, strategy, and the stuff most people...
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Masterminds, Time Traps, & What Entrepreneurs Get Wrong About Growth
The Liquid Lunch Project
If your business falls apart when you leave for vacation, congrats. You built a trap, not a company. This episode isn't another cheerleading session for overworked founders. Jake Isaacs joins Matt and Luigi to rip into why most entrepreneurs are exhausted, isolated, and low-key addicted to chaos. From building real communities to training kids for capitalism early, Jake lays out how Gathering the Kings is more than a buzzword mastermind; it’s a system for staying sane. 🍸 What you'll hear in this episode: Why most entrepreneurs are the misunderstood “weirdos” of their...
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How 40,000 Entrepreneurs Took Back Control of Their Time
The Liquid Lunch Project
Question: What do you want to do with your life? If your planner doesn't have an answer, you're doing it wrong. This week on The Liquid Lunch Project, Matt & Luigi sit down with Jason VanDevere, founder of Goal Crazy Planners and author of Dream Driven, to talk about time, discipline, and why the old-school paper planner might be the ultimate productivity hack for entrepreneurs. Jason went from turning down the family empire (think: 5 car dealerships) to building his own path around purpose, passion, and parenting, all without losing his damn mind. 🍸 What you'll hear in this episode: ...
info_outlineWhat if your next move isn’t about hustling harder, but about rethinking how the ultra‑wealthy build, manage, and protect their wealth?
In this episode, Matthew R. Meehan and Luigi Rosabianca sit down with Richard C. Wilson: veteran deal‑maker, capital‑raiser, and founder of the Family Office Club.
Richard pulls back the curtain on family offices: what they actually do, how they differ from “regular” investment firms, and the mistakes even very wealthy people make when they ignore the fundamentals. We dive into investment strategies, trust building, deal flow, AI in finance, and why you need a “strike zone” rather than just shooting everywhere. This episode is for entrepreneurs who want to level up: not just chase money, but play in the big leagues with clarity, edge, and connection.
🍸 What you'll hear in this episode:
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The definition of a family office and the three main types: virtual, single‑family, and multi‑family.
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Why mistakes cost more as your net worth grows — and how high‑net‑worth folks avoid common traps.
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The idea of an “investment strike zone” — focusing your resources where you have real edge instead of being everywhere.
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Trust is more important than returns when you’re raising capital or building relationships with ultra‑wealthy investors.
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How deal structure often matters more than valuation — the wrong structure can wreck an opportunity even if the business is good.
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The growing role of AI tools in diligence, deal structuring, and investor screening.
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Where the money is flowing now (and where it’s cooling off): trends in Bitcoin, real estate syndications, etc.
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Practical advice for founders/entrepreneurs: how to package your deal, how to get a one‑liner that hits, how to get investors to lean forward.
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How to present yourself so you're first in line for deals rather than being one of many looking in.
💡 Notable Takeaway:
“If your financial IQ does not grow faster than your balance sheet, then the world will correct that pretty quickly.”
👤 About our Guest:
Richard C. Wilson is the founder and CEO of the Family Office Club, which helps ultra‑wealthy families and their advisors build, manage, and grow their “family offices” — the private investment and wealth‑management operations that go beyond traditional asset management. He’s spoken at hundreds of conferences in over 14 countries, authored bestselling books in the family‑office space, and built one of the largest networks of private capital and deal flow for founders and investors alike.
🔊 Why Listen:
Don’t just listen: lean in. If you’re serious about raising capital, scaling your business or stepping into higher‑stakes investing, this episode gives you a map. Tune in, take notes, pick one idea you’ll apply this week — then come back next time and let us know how it moved the needle.
Connect with Richard C. Wilson and The Family Office Club:
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