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

Ego Kills Deals — Plus 3 Secrets Nobody Talks About: PPLI, Board Seats & Cap Table Disasters | FOC

August 1, 2026·8 min
Episode Description from the Publisher

Send us Fan Mail Four insights in one episode, each from a different voice. A second-gen family office investor says ego is the single biggest destroyer of wealth — it makes you miss small details, over-rely on past success, and walk into deals you should have walked away from. An audience member introduces private placement life insurance — a custom IRS-compliant policy structure that lets your family office hold alternative assets in a tax-deferred environment. A software investor explains ...

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