Family Office with Richard Wilson

By Fredrik Sandvall

April 16, 2025

Richard Wilson is featured on this podcast on Invest in You, some great learnings are here for your entertainment and for a few implementation 🙂

🚨 Want to work with ultra-wealthy investors or build your own family office?

In this episode, Richard C. Wilson breaks down the real priorities of family offices — and it’s not chasing 10X returns. It’s trust, value-add, and long-term thinking. From leveraging AI in investing to prioritizing health and mindset, Wilson shares how he built a global investor network and what it truly takes to manage serious wealth.

👉 A must-read for anyone raising capital, managing wealth, or thinking long-term.

I came across Richard way back in 2017, and he helped me understand that a Family Office = A family office is a wealth management approach tailored for ultra-wealthy individuals, typically those with a net worth of $50 million or more. It addresses the complexities of managing significant wealth compared to lower net worth individuals.

He has written 13 books and has amassed one of the largest groups in the family office space here on LI.

I like to offer a few quotes from both of us in the podcast Invest in You

“I really like the approach that many family offices have got, because they are focused and careful. It’s more about not losing the money than to get super high returns.”

“Most of them are voracious learners and readers and are always taking more information in, because I know that gives them an edge.”

More about Richard he runs an investor club [Family Office Club] where you can grow your capital network and gain strategies directly from 1,000+ decamillionaires, centimillionaires, and billionaires at monthly in-person events.

So check out the full episode here or wherever you find your podcast 🙂