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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

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What does the future of real estate look like over the next five years? In this powerful investor panel, experts share their bold predictions, emerging concerns, and timeless strategies for navigating the decade ahead.

Whether you're a real estate investor, syndicator, developer, or passive LP — this conversation dives into the macro trends, climate risks, and investment philosophies that will shape the future of the industry.

🎯 Key topics covered:
Real estate fundamentals vs forecasting

Building downturns into financial models

Opportunity zones, historic tax credits, and net-zero mandates

Rising insurance costs and inflation

Politics, rent control, and regional risk

Nature-backed assets and regenerative development

Why values, partners, and execution are the real crystal ball

🧠 Featuring perspectives from:
✔️ A 30-year real estate veteran & private lender
✔️ Family office leaders investing in hotels, triple-net, and land
✔️ A heart surgeon turned academic medical real estate developer
✔️ A next-gen family office building eco-retreats and climate-smart properties
✔️ Multifamily and preferred equity investors with deep market insights

This is more than just a forecast — it’s a masterclass in risk, resilience, and opportunity.

👉 Subscribe to stay updated on global real estate trends and expert investor panels.
🌐 Learn more at: https://FamilyOffices.com

#RealEstate2025 #FutureOfInvesting #NetZero #FamilyOffice #OpportunityZone #ClimateRisk #Inflation #RentControl #RealEstatePanel #AlternativeAssets #NatureAsAnAsset #RegenerativeRealEstate

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What does goose hunting have to do with investing in AI and real estate? A surprising analogy kicks off this dynamic investor panel covering today's most relevant topics in the real estate market.

In this video, you'll hear from a powerhouse lineup of investors, developers, and operators across multifamily, private lending, regenerative real estate, healthcare-integrated communities, and more. Topics discussed include:

Real estate investment strategies for the next decade

Why preferred equity and syndicates are being re-evaluated

How physicians and family offices are partnering on purpose-driven developments

Why raw land and eco-retreats are growing trends

The risk of being “first in the V” when chasing new ideas like AI

Featuring insights from:
✔️ National REIT operators
✔️ Next-gen family office investors
✔️ Surgeons turned real estate developers
✔️ Eco-resort and net-zero project leaders
✔️ Legacy brokers with 200,000+ agents

This conversation blends hard-won wisdom with fresh ideas for navigating today’s investment environment — don’t miss it.

👉 Subscribe for more expert investor panels and industry insights.
📍 For upcoming events and access to our network: https://FamilyOffices.com

#RealEstateInvesting #AI #PrivateEquity #FamilyOffice #RealAssets #TripleNet #EcoRealEstate #CapitalMarkets #RealEstatePanel

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What’s the best advice investors can follow right now? In this closing session of the Family Office Club event, experienced investors across real estate, AI, art, sports, and sustainability share their #1 insights on how to grow and protect wealth over the next decade.

You’ll hear powerful guidance on:

Investing with authenticity and purpose

The role of storytelling in portfolio strategy

Why uncertain times are a breeding ground for innovation

The importance of diversification and alignment

Legacy building through culture, education, and values

Whether you're a family office, fund manager, or solo investor, these 60-second gems are filled with timeless wisdom for long-term investing success.

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Discover how top investors are navigating today’s complex markets and what’s driving strong portfolio performance in 2025. In this insightful panel, investors share what's outperforming in their portfolios—from online gaming and digital assets to green infrastructure and AI—and what they're scaling back due to market volatility.

They also discuss:

Rebuilding strategies after climate disasters

Monetizing youth sports and media platforms

The impact of tokenization and digital payment systems

Why art, land, and sports investments remain antifragile

How to position for long-term ROI with resilience in mind

Whether you’re an individual investor, fund manager, or family office advisor, these real-world strategies will give you actionable takeaways to future-proof your investment approach.

📈 Don’t miss these powerful insights—subscribe for more investor content and event coverage.

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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

Send us a text

Discover how experienced investors across real estate, tech, media, AI, art, and sustainability are building antifragile portfolios that don't just survive — they thrive through volatility, disruption, and global change.

This panel, recorded live at the Family Office Club Super Summit, explores how investors are navigating market uncertainty, deploying capital into resilient asset classes, and turning passion into performance.

Hear insights on:

What it means to be an antifragile investor

Why legacy, authenticity, and alignment matter more than ever

Strategic trends in real estate, AI, sustainability, art, blockchain, sports, and digital media

Where capital is flowing in 2024 and what lies ahead

🔎 Whether you're managing a family office or building your first portfolio, this is a must-watch for anyone focused on long-term, conviction-driven investing.

📌 Learn more: https://FamilyOfficeClub.com------------------------------------------

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