Richard Wilson: How Billionaires Structure Deals

About this episode

Richard Wilson shares insights on how billionaires structure deals and manage their wealth.

In this episode, we sit down with Richard Wilson , founder of the Family Office Club , to pull back the curtain on how the ultra-wealthy manage, protect, and grow their fortunes. With a community representing over $14 trillion in assets, Richard shares insider strategies that go far beyond standard wealth management. We dive deep into the "Billionaire" playbook for deal structuring —explaining why the wealthiest investors care less about fees and more about custom terms like warrants and gross revenue royalties. Richard also reveals how family offices are leveraging Artificial Intelligence to automate due diligence, acting as a "second brain" to process deals faster and more deeply. Whether you are an investor looking to start your own family office, or a sponsor seeking to raise capital from them, this episode provides a rare look into the operational and investment tactics of the super-rich. Evergreen Capital: www.evergreencap.com info@evergreencap.com Family Office Club: FamilyOffices.com Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Host: Brad Johnson

Guest: Richard Wilson

Topics covered

• wealth management
• deal structuring
• family offices
• artificial intelligence
• investment strategies

Keywords

• billionaires
• family offices
• investment tactics
• due diligence
• custom terms

Sponsors

Evergreen Capital

Mentioned in this episode

Organizations: Family Office Club, FamilyOffices.com

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