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Bryan Miller built a 7-figure-per-year passive income stream through disciplined investing, strategic leverage, and brutal clarity on risk. In this powerful talk, he breaks down his actual path from music entrepreneur to diversified real estate and equities investor—now earning cash flow from over 27,000 units.

You’ll learn:

The capital needed to earn $1M/year passively—at different return rates

The 5 key strategies Bryan used to grow and protect wealth

Why the right kind of concentration beats early diversification

A detailed look at his 8 investment pillars: from single-family homes to GP stakes

How to vet sponsors, avoid fake gurus, and protect against catastrophic losses

The opportunity cost of a bad $50K deal—and how that compounds into a $1M+ loss

He also shares how he turned a $13 book and a $60/month newsletter into multi-million dollar decisions—and how the wrong advice can cost you far more than fees

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After nearly three decades in the alternative investment space and $7 billion in deals closed, Chip Perkins of Perkins Fund Marketing reveals the hard-earned insights that most fund managers never hear.

In this eye-opening session, you’ll learn:

The 10 uncommon strategies that have driven over $7B in capital raised

What LPs really care about when vetting funds

Why fund due diligence should include checking if your admin is in a strip mall

How he helped launch now multi-billion-dollar funds (Raptor, Artis, Dodd)

A breakdown of a no-fee, 60-day liquidity fund offering 7.5% with treasury collateral

The biggest red flags that get $25M checks pulled at the last minute

Real talk on fee structuring, fund launch pricing, and reputation risks

Whether you're raising your first fund or scaling your investor network, Chip’s battle-tested experience will sharpen your game fast.

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Dr. Alexandra Cook is a second-generation single family office executive and the powerhouse behind Sunburst Ventures, with operations spanning Florida and Puerto Rico. In this rare fireside chat, she shares negotiation tactics, portfolio management frameworks, and behavioral insights learned from over 30 years in finance and private investing.

You’ll learn:

Three advanced negotiation and deal structuring strategies she uses behind closed doors

The #1 counterintuitive secret to partnering with $100M+ families

How she filters deal flow and what actually gets her attention in a pitch

Real-world joint venture case studies and lessons from managing across industries

Her million-dollar advice on people, personality typing, and not being a control freak

A must-listen for family office executives, strategic partners, and anyone navigating deals at the ultra-wealthy level.

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Kevin Kolson reveals how ultra-wealthy families structure their wealth to grow, protect, and transfer it for generations while minimizing taxes and maximizing efficiency.

In this session, Kevin dives deep into premium financed whole life insurance, one of the most flexible tools used by top-tier families to create tax-free income, fund estate taxes, and preserve wealth outside of their taxable estates. He shares real case studies involving family trusts, gifting strategies, and how to “supercharge” Roth-style benefits using leverage all while avoiding common insurance pitfalls.

You’ll also learn how families integrate these strategies with charitable LLCs, utilize multigenerational planning, and prevent estate tax erosion across generations. Practical, precise, and backed by decades of hands-on experience.

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Ken Neumann has built $5B+ in revenue across multiple industries — and he's not done yet. In this fast-moving session, Ken reveals the 10 principles that shaped his billion-dollar balance sheet: from market research and deal structuring to risk hedging, intangibles, and purposeful leadership.

Ken shares how to build high-EV ventures, avoid toxic partnerships, and design businesses the market pulls — not ones you have to push. He also opens up about patents (over 270 issued), health as wealth, legacy planning, and the mindset needed to lead in a world where the rate of change on the outside exceeds the inside.

This is an entrepreneurial deep-dive for those serious about scaling with integrity, leverage, and intention.

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Veteran wealth advisor Kip Kolson, founder of Family Wealth Leadership, brings decades of insight to this episode on safeguarding generational wealth. In a world where 70% of wealth is lost by the second generation and 90% by the third, Kip reveals practical tools to reverse that trend.

He shares five advanced family office strategies — from philanthropic impact investing and private placement life insurance to long-term leveraged capital structures — all designed to retain wealth inside the family and foster financial leadership in the next generation.

Whether you're a founder, heir, or family office manager, Kip’s framework helps you turn a high-net-worth family into a high-functioning enterprise.

https://familyoffices.com/

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We recently put on a live artificial intelligence training and tool demonstration webinar on 7 of our tools built for founders, investors, and capital raisers. Our AI toolset was built 100% in-house on our own and is called Investor SuperIntelligence it is exclusive to our investor club.

This is not a theory or some "wow just imagine what this could do one day" type hype video.
This is a live, interactive demonstration followed by real-time Q&A on how we have mapped 225+ use cases for AI that have been used already 22,000+ times within our community.

You’ll see a live walkthrough of practical AI tools that help you:

1. Structure and negotiate transactions
2. Identify ideal investors faster
3. Refine your offering
4. Improve deal structure clarity
5. Compress your message into a powerful one-liner
6. Evolve your growth strategies and scale faster
7. Leverage investor data more intelligently
8. Move 30%+ faster in execution

If you are an investor, founder, building a platform, or raising capital from family offices, private equity investors, accredited investors, or real estate investors, this session will show you how to integrate AI into your workflow immediately.

https://familyoffices.com/

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In this candid fireside chat, NBA Champion Metta World Peace shares the real story behind his transition from an 18‑year professional basketball career with the Los Angeles Lakers to investing, entrepreneurship, and building long-term wealth beyond the court.

Metta opens up about the challenges pro athletes face after fame, why so many lose money despite massive earnings, and how trust, discipline, and collaboration determine success in business. He discusses sourcing deals, avoiding predatory relationships, building an investment thesis, and why saying “no” is one of the hardest — yet most important — skills athletes must learn.

From art and consumer brands to real estate and athlete-focused investing, this conversation delivers unfiltered lessons for athletes, investors, and anyone working with high-profile capital.

https://familyoffices.com/