The Crude Truth

The Crude Truth


THE CRUDE TRUTH Ep. 99 Richard Wilson CEO, The Family Office Club

September 22, 2024

In this captivating episode of The Crude Truth, host Rey Treviño and co-host Kristy Kerns explore the secrets behind the success of America's wealthiest families with guest Richard Wilson, CEO of the Family Office Club. Discussing the importance of relationship-building, trust, and continuous learning in growing and managing wealth. He also offers a glimpse into the strategies used by the ultra-wealthy, including how to position yourself as an investor to access exclusive opportunities.

Richard also delves into his personal routines, revealing how he balances a demanding career with family life and personal growth. He emphasizes the value of consistency, reading biographies of billionaires, and teaching his children about business. This episode provides actionable insights into wealth-building strategies and the mindset needed to sustain long-term success, offering listeners valuable lessons they can apply to their own business ventures.


Highlights of the Podcast


01:34 - Welcome and Introduction

03:19 - Richard Wilson Introduction

04:11 - Overview of Family Office Club

05:20 - Challenges of Serving Investors and Entrepreneurs

06:12 - Importance of Relationships in Business

08:53 - The Role of Events in Family Office Club

13:28 - Richard Wilson’s Mission: Studying Billionaires

17:04 - Common Traits of Billionaires

20:34- Types of Events in the Investor Club

21:50 - Purpose of the Mastermind

23:37 - Positioning Yourself as an Investor

25:03 - Personal Life and Balance

27:33 - Mental Models and Daily Routine

30:43 - Studying Billionaires and Recommended Books

32:00 - Speed Reading & Efficiency

35:36 - Pro Athlete Documentaries & Mental Mindset:

37:13 - Connecting with Family Office Club