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Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights

17 Aug 2026 · 5m · 3 chapters

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Capital Partners, Micro Wellness Resorts & Kids Who Get Back Up: How 4 Athletes Close Out

In short

Closing reflections on aligning real estate/M&A partners with “intelligence initiative and integrity,” scaling a deal-focused company, and family lessons about grit after kids get hurt in youth jiu-jitsu/wrestling.

Guests

Dan (speaker focused on partnering with people who have intelligence initiative and integrity; works in real estate syndications multifamily and business M&A; seeking capital partners aligned on many deals with committed operators). Another guest (seeks practical parenting insights from people with older kids; wants to build micro wellness resorts with health tech like saunas/cold plunge, farming, and community in rural settings). Richard (host/connector who works with family offices, operators, fund managers, and tax strategy; shares a story about his 5-year-old son getting knocked down, choosing to wrestle again, and later observing a 12-year-old sidelined, then noting the lesson: get back up).

Key claims

partner selection matters; scaling requires aligned capital; resilience is transferable from kids to teams/family.

Notable examples

tooth knocked out at jiu-jitsu; son returns to wrestling; later sees another kid get bloody and recalls last week’s response.

Written by AI. May contain mistakes.

Chapters

0:10

Finding the Right Partners

Discussing the importance of partnership qualities like intelligence, initiative, and integrity.

1:00

Building Micro Wellness Resorts

Exploring ideas for creating micro wellness resorts with integrated health tech.

“Oh gosh, I totally wasn't paying attention.”
2:20

Life Lessons from Childhood

Sharing a story about resilience and grit learned from the host's son.

“I connect with a lot of family offices, a lot of operators, fund managers, things like that.”
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Transcript

Automatic transcript. May contain errors.

0:03I just want to finish real quick. Just one thing. What do you want to get out of today or bring to people here? The one thing to get out of today, I would say it filters back to the question you asked at the end. What's the biggest regret or loss? So my biggest mistake is partnering with people that don't have those three eyes I mentioned before, you know intelligence initiative and integrity so for me it is finding people that have intelligence initiative and integrity to partner with on the real estate side syndications multifamily or even on the business uh m &a side cool thanks dan yeah we're in a phase of our company where we've you know built a structure and we're in a phase of scaling over the next decade or two so capital partners that want to align with doing many, many deals with an operator that's committed to becoming one of the best in our market.

1:00Awesome. Thanks. What do you got? Oh gosh, I totally wasn't paying attention. Oh yeah, no, no. What do you want to get out of today? Give, add value. Oh, I answered that question already. Cool. Yeah. I mean, yeah, I'll say this. if you, I want to connect with people who have kids and who just want to talk about the issues with kids, want to talk about the struggles. I want to learn from people whose kids are older than mine. I'm really looking for a lot of those practical type things. And then I guess also um i really have this this strong urge to build micro um resorts like something like that like a micro wellness like resort thing that's like has like health tech built into it saunas cold plunge community um like out in the country farming applications maybe i don't know so if anyone's had like some thought like that in their head and it's like i need to do this come find me.

2:02All right, that's about it. Yeah. Cool. Awesome. Frozen. I just love to connect with really, I love connecting with everybody to be honest with you. I like hearing what you need. I like hearing all the different things you're working on and trying to open up doors for you. I connect with a lot of family offices, a lot of operators, fund managers, things like that. A lot, lots of tax strategy. but yeah excited to connect with more people here awesome i'll leave you guys with one quick story about my son uh two weeks ago he about about a month ago he uh went to jiu-jitsu and he got a baby tooth knocked out got his face slammed on the ground bloody came in i washed him off and he said i don't want to go wrestle with the kids again but i want to wrestle with you papa i said okay so we wrestled and then one of his buddies came over said hey come come wrestle with us again And he went he goes, okay, i'm gonna go i'm gonna go wrestle.

2:56Okay, awesome And so I saw that grit that like we can grow with our younger ones And a week later or two weeks later about two weeks ago. There's a 12 year old My son's only five 12 year old sitting on the side after he got a little bloody with an ice pack And I looked over at my son. I said you see that kid He goes, yeah, he goes what happened? I go, I don't know, but he got a little bloody He goes, okay. I go you see him sitting on the sideline He's like, yeah, I go what did you do when you got bloody last week? He goes, I got up and I wrestled. So it's interesting on the life lessons that we can like inspire.

3:30It's not just for kids. It's for our team. It's for our family. It's for the people in our lives. And it was really cool just to be a dad and see my son kicking ass and getting a little bloody and getting back in and keep kicking butt. So appreciate you guys. Have an amazing week. Have a great show. And thank you, Richard, for everything. Richard, can we get a picture with you real quick with us? Awesome. Thank you guys so much. Have a great day. Join the Family Office Club by visiting familyoffices.com. We look forward to seeing you at our next live event.

4:05If you are a founder, raising capital, developing real estate, or you're an investor, we'd love for you to get involved in the Family Office Club. I've run this community for 18 years now. We've hosted 300 live events. We have 17 million social media group members and followers. We have the number one YouTube channel on Family Offices. We have the number one most popular podcast on Family Offices. You can learn more about us and our membership options at familyoffices.com. We have 30 in-person events planned in 2026 and another dozen events this year. Please go to familyoffices.com to learn more.

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Most athletes talk about what they've done. These four are talking about what they're building next. Dan wants capital partners to scale multifamily across Dallas over the next decade. Alvin is looking for partners with intelligence, initiative, and integrity for syndications and M&A. Otis has a vision for a micro wellness resort - saunas, cold plunge, health tech, community, built into land outside Austin. And Bronson wants to keep connecting people to the tax and family office strategies that change how athletes think about money.

This is the closing segment of one of the most candid pro athlete panels Family Office Club has hosted in 19 years and 300+ events. Daniel Pewter closes with the story of his 5-year-old son at jiu-jitsu - getting bloody, watching a 12-year-old sit on the sideline with an ice pack, and choosing to get back on the mat anyway. The lesson isn't just for kids. It's for your team, your family, and the people you're building with right now.
These are the conversations that happen when investors and operators get in the same room. Family Office Club has connected over $1 billion in community transactions. If you want to be in a room like this, where do you start? 

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