Family Office Advisor

Single Family OfficeIf you are looking for a family office advisor to help in starting or managing your single family office, we can offer hands-on operational management, direct investment and investment portfolio help, and build a plug-and-play infrastructure for your family. We have a dozen staff members available to serve your family office including: deal origination professionals, an executive recruiter, data and due diligence researchers, a reporting specialist, and our own CEO, Richard C. Wilson.

Richard specializes in serving ultra-wealthy families and has strong relationships with more than 1,000 family offices and 83 families whose net worth each exceed $1 billion. By working together you can leverage our team’s time, deal flow, connections, and collected templates and best practices.

Richard C. Wilson, Family Office Advisor

 CEO of Family Office Club

Richard C. Wilson helps $100M+ net worth families create and manage their single family offices and currently manages 25 clients including mandates with three billionaire families and a few $30M-$50M families as well.  Richard is also the founder of the Family Office Club, the largest membership-based family office association (FamilyOffices.com), and this position and the 20 live events that are offered per year keep constant best practices, deal flow, and peer connections coming to our clients.

Through operating the Family Office Club Association Richard has created the first platform business focused on the family office industry. He has spoken at over 200 conferences in 17 countries, has the #1 bestselling book in the family office industry, The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office and a recently released book called How to Start a Family Office: Blueprints for Setting Up Your Single Family Office. Richard has his undergraduate degree from Oregon State University, his M.B.A. from the University of Portland, and has studied master’s level psychology through Harvard’s ALM program while previously residing in Boston. Richard currently resides 10 minutes from downtown Miami on the island of Key Biscayne, Florida with his wife and three daughters.

Family Office Advisor Services:

  1. Family Charter & Compass Creation (Governance, Ethics, Investment Policy, Priorities, etc.)
  2. Deal Flow Management, Screening & Structuring
  3. Formalization of the Family Office
  4. Acquisition Target or Portfolio Asset Visits in Person
  5. Direct Investment Strategy & Execution (J-Curve Jumps, Niche Conglomerates, Co-Investing)
  6. Consolidated Reporting Implementation & Management
  7. Family Office Executive Search & Recruiting Services
  8. Family Office Process Documentation & Systematization
  9. Operations, Team Management & Hiring/Firing
  10. Best of Breed Service Provider Selection (General Counsel, Legal Formation, Accounting, Trust & Estate Work, etc.)
  11. Ongoing CEO or CIO responsibilities adjusted to each family office depending on needs