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Go behind the scenes with Camille Homsier, CEO of a $B+ global family office, and a powerhouse panel of family office leaders from New York, LA, Chicago, and Dubai. Recorded live at the Hawaii Family Office Retreat, this candid conversation explores how the ultra-wealthy are navigating global volatility, investing in private markets, and building legacies through real estate, private credit, and venture capital.

Topics include:

100% alternative portfolios
Real estate as a foundation for wealth
ESG and impact investing from the GCC perspective
Building long-term family continuity
How to structure for resilience in unpredictable times
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I founded the Family Office Club 18 years ago—now with 20 team members, over 1,000 active investors, and 22 events annually. We’ve built over 50 AI tools using data from 300 events. Event calendar: https://familyoffices.com/
Ways to join: https://familyoffices.com/join/
Our most popular YouTube series covers capital raising, investor strategies, and billionaire interviews on Billionaires.com.

Want free resources or one of my books on investing, family offices, or raising capital? Just ask.
Richard@FamilyOffices.com | Text/WhatsApp: (808) 600-9260

#FamilyOffice #UltraWealthy #PrivateEquity #ImpactInvesting #AlternativeAssets #BillionaireInvesting #RealEstateInvesting #PrivateCredit

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In this episode of the Family Office Podcast, host Andrés Ospina sits down with Van Carlson, founder and CEO of SRA 831(b) Admin — the nation’s leading administrator of 831(b) plans. With 25+ years of experience, Van unpacks how traditional insurance is failing today’s business owners and reveals powerful, compliant strategies to self-insure risk using pre-tax dollars.

You’ll learn how smart risk management can:

• Help businesses weather economic storms
• Turn tax liabilities into financial assets
• Fund deductibles, protect brand reputation & survive disruptions
• Provide a competitive edge through 831(b) plans
  
  

Whether you're an investor, advisor, or entrepreneur, this episode offers real tools to protect what you’ve built and position your business for long-term success.

🔗 Learn more at: https://www.831b.com

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Discover Balmoral Partners, a healthcare-focused investment and advisory firm with a $1B+ track record, zero management fees, and a unique model that returns 85% of profits to partners. In this exclusive interview, we explore their strategic work across domiciliary care, nutrition, and healthcare services — as well as their global structure with UK shareholders and a Dubai base of operations.

✅ Topics Covered:
– How Balmoral delivers strong investor returns
– The firm’s unique no-fee structure
– Their strategic focus on healthcare efficiency

📍 Learn more: www.balmoralpartners.global

⏱️ Timestamps / Chapters:

00:00 – Welcome & Introduction to Balmoral Partners
00:34 – Ross Tompkins' Background in Healthcare & Entrepreneurship
01:53 – First Exit & Entry into Healthcare M&A
02:14 – 20+ Healthcare Deals in the UK & Australia
03:01 – Expanding to the U.S. & UAE Market Focus
03:40 – Embracing AI in Healthcare Operations
05:31 – What Sets Balmoral Apart: Empathy + Expertise
06:44 – Sector Focus: Care Homes, Med Spas, Peptides & Hormonal Health
09:03 – Ideal Deal Size & Acquisition Sweet Spot
12:28 – Zero Management Fee Model Explained
13:02 – Red Flags: What Balmoral Avoids in Healthcare
15:38 – "You're Not a Businessman": The Balmoral Culture
17:16 – $1B+ in Transactions: Real-World Track Record
18:43 – How to Contact Balmoral Partners


#HealthcareInvesting #PrivateEquity #DomiciliaryCare #BalmoralPartners #HealthTech #InvestmentStrategy #UKInvestors