Inside the Family Office: How the Ultra‑Wealthy Really Invest

What 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:

• The definition of a family office and the three main types: virtual, single‑family, and multi‑family.

• Why mistakes cost more as your net worth grows — and how high‑net‑worth folks avoid common traps.

• The idea of an “investment strike zone” — focusing your resources where you have real edge instead of being everywhere.

• Trust is more important than returns when you’re raising capital or building relationships with ultra‑wealthy investors.

• How deal structure often matters more than valuation — the wrong structure can wreck an opportunity even if the business is good.

• The growing role of AI tools in diligence, deal structuring, and investor screening.

• Where the money is flowing now (and where it’s cooling off): trends in Bitcoin, real estate syndications, etc.

• 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.

• 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:

• The Family Office Club

• Richard C. Wilson LinkedIn

 

📞 Want help prepping your business for growth or sale?
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Connect with us on Instagram:
➡️ @matthew.r.meehan
➡️ @luigi_rosabianca,
➡️ https://www.instagram.com/theliquidlunchproject/