Fund Manager Due Diligence Template

We have created a template due diligence questionnaire that you can adopt, customize, and use while interviewing and conducting research on fund managers.  Simply using this template won’t be enough to guard you against all types of frauds, poor performing funds, etc., but it should help for those who don’t already have a template to use.

Master Due Diligence Questionnaire (Download Link)

Full Disclosure: Use this due diligence document as a starting point but not end-all list of due diligence questions as each investment vehicle, jurisdiction, and investor preferences may change the level and types of due diligence required, use at your own risk.  No one template is complete for any investment type, we are not liable for poor investment returns, fraud, loss of capital, or loss of liquidity of capital from investment decisions made while using this template.

Top Single Family Offices

I am constantly meeting new single family offices at our workshops, conferences around the globe, and through my advisory work at Billionaire Family Office. I always keep an eye out for those characteristics that are common in top single family offices and the following video “Top Single Family Offices Globally” shares some lessons that other family offices can learn from their successful, established peers in the industry. These top single family office best practices reveal the common elements between successful single family offices managing more than $1 billion in assets under management. (Download this video)

To learn more please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

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Single Family Office Consultant Insights

In this video recorded in downtown Singapore, Richard C. Wilson discusses attributes and trends regarding single family offices. As a consultant for single family offices, Richard C. Wilson shares direct insights from working with single family offices.

To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: Investing Capital for the Ultra-Affluent.” please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: single family office, future of single family offices, single family office insights, working with single family offices, family office association, family offices group, richard wilson family offices, family office video, family office

The Future of the Single Family Office Industry

In this video recorded in downtown Singapore, Richard C. Wilson discusses the future of the single family office industry before he presents at a Private Equity Conference. Learn more about the future of the single family office industry and some current trends and insights.

To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: Investing Capital for the Ultra-Affluent.” please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: single family office, future of single family offices, single family office industry trends, family office association, family offices group, richard wilson family offices, family office video, family office

The Latest on Hedge Funds & Family Offices (Tokyo)

In this video recorded in downtown Tokyo, Japan Richard C. Wilson talks about some of the latest family office and hedge fund trends that he is seeing by traveling through Asia, Europe, and South America.

Recently, while writing “The Family Office Book: Investing Capital for the Ultra-Affluent” Richard was able to interview 36 top family office executives including $1B single family offices and top 30 multi-family offices. To learn more please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: Family Office Best Practices, Family Office Industry Best Practices

Family Office Marketing Trifecta (Zurich)

In this video recorded in downtown Zurich Richard C. Wilson talks about the Family Office Marketing Tifeta and what is needed to be a great family office marketer. Recently while writing “The Family Office Book: Investing Capital for the Ultra-Affluent” Richard was able to interview 36 top family office executives including $1B single family offices and top 30 multi-family offices. To learn more please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: Family Office Marketing and Business Development, Wealth Management Marketing and Business Development

5 Family Office Best Practices (Zurich)

In this video recorded in downtown Zurich Richard C. Wilson talks about family office best practices. Recently, while writing “The Family Office Book: Investing Capital for the Ultra-Affluent” Richard was able to interview 36 top family office executives including $1B single family offices and top 30 multi-family offices. To learn more please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: Family Office Best Practices, Family Office Industry Best Practices

Why is the Family Office Industry Growing? (Zurich)

In this video recorded in downtown Zurich Richard C. Wilson talks about what is making the family office growth despite the state of the economy.

To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: Investing Capital for the Ultra-Affluent.” please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: Family Office Investment Committees, Family Office Investment Committee, Family Office Investment Advisers, Investment Committees for Family Offices

Family Office Investment Committees (Zurich)

In this video recorded in downtown Zurich Richard C. Wilson talks about family office investment committees, their use, and a recent trend he picked up on recently while interviewing a top 30 multi-family office executive.

To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: Investing Capital for the Ultra-Affluent.” please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: Family Office Investment Committees, Family Office Investment Committee, Family Office Investment Advisers, Investment Committees for Family Offices

Global Family Office Differences (Zurich)

In this video recorded in downtown Zurich Richard C. Wilson talks about what differences there are between different global family offices. Recently while writing “The Family Office Book: Investing Capital for the Ultra-Affluent” Richard was able to interview 36 top family office executives including $1B single family offices and top 30 multi-family offices. These global executives shared their different opinions on investment preferences and styles and this video discusses some of those lessons learned.

To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: Investing Capital for the Ultra-Affluent.” please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: International Family Offices, Global Family Offices

Family Offices Investing in Emerging Fund Managers (Zurich, Switzerland)

In this video recorded in downtown Zurich Richard C. Wilson talks about the whether or not family offices are investing in emerging fund managers such as hedge funds, private equity funds, and real estate groups.

To learn more please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: Family Offices Investing in Emerging Fund Managers, Family Offices Investing in Hedge Fund Startups, Family Office Investments in Emerging Hedge Fund Managers, Family Offices Starting in Fund Managers

Family Office Startup Suggestions (Zurich)

In this video recorded in downtown Zurich Richard C. Wilson talks about some of the basics if you are looking to start a family office. Whether it is a single family office or multi-family office you are looking to start there are many pitfalls of doing so, and this video helps cover some of the basics.

To learn more please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: Family Office Startup, Start a Family Office, Family Office Startup Advice, New Family Office, Family Office Startup Help, Family Office Startup Consultant, Family Office Startup Consultant

How to Select & Hire a Family Office (Liechtenstein)

In this video recorded in Liechtenstein Richard talks about family office due diligence fundamentals. If you are looking to hire and complete due diligence on potential multi-family offices to work with this video will help you get a handle on the fundamentals. To learn more please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: How to Hire a Family Office, How to Hire a Multi-Family Office, Hiring a Multi-Family Office, Hire a Family Office, How to Select a Family Office, Who is the Best Family Office

Family Office Advisory Board Members (Liechtenstein)

In this video recorded in Liechtenstein Richard discusses who should potentially be on the board of your single or multi-family office. The answer to this question will change drastically based on your investment goals and background, but this video helps get you thinking about the subject.

To learn more please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: Family Office Advisory Board, Family Office Advisory Boards, Board of Family Office Advisors, Chairman of Family Office Advisory Board, Family Office Advisor, Family Office Advisors

Family Office Governance (Liechtenstein)

In this video recorded in Liechtenstein Richard talks about the too often ignored subject of family office governance. This video only covers the basics, but even these practices are not always implemented at top family offices. This is an area of growing interest for those who are looking to start a family office the “right way.” To learn more please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: Family Office Governance, Family Offices Governance, Governance for Family Offices, Family Office Governance Best Practices, Family Office Governance Basics, Single Family Office Governance, Multi-Family Office Governance

Family Office Investments & Portfolio Management Insights (Liechtenstein)

In this exclusive 33 minute conference presentation in Liechtenstein Richard C. Wilson discusses family office capital deployment, investment, and portfolio management preferences. To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: Investing Capital for the Ultra-Affluent.” please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: Family Office Portfolio Management, Family Office Investments, What do Family Offices Invest in, Family Office Fund Manager Investments, Family Office Investment Allocations, Single Family Office Investments, Multi-Family Office Investments

Family Office Operations (Liechtenstein)

In this video recorded in Liechtenstein Richard takes a break from a business trip to talk about family office operations, a common area of questions for those looking to start either a single or multi-family office. To learn more please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: Family Office Portfolio Management, Family Office Investments, What do Family Offices Invest in, Family Office Fund Manager Investments, Family Office Investment Allocations, Single Family Office Investments, Multi-Family Office Investments

State of the Family Office Industry (Lichtenstein)

Richard C. Wilson recently recorded this video in Liechtenstein while there on business, and he discusses the state of the family office industry, what is changing right now and where it is headed next.

To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: Investing Capital for the Ultra-Affluent.” please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: Family Office Industry, Family Office Industry Trends, Family Office, Family Offices, Single Family Offices, Multi-Family Offices, Family Offices Liechtenstein

Family Office Marketing Funnel

Watch this Family Office Whiteboard Series video to learn from Richard C. Wilson about what a Family Office Marketing Funnel is and how you can use one to employ educational marketing for your multi-family office or wealth management firm. To learn more please download our free Family Office Report PDF at http://FamilyOfficeReport.com

Keywords: Family Office Marketing, Family Office Marketer, Family Office Marketing Expert, Family Office Marketing Strategies, Chief Marketing Officer for a family office, Family Office Funnel, Capital Raising Funnel, Family Office Business Development and Marketing, Family Office Marketing Training

Family Office Preferences (Cayman Islands)

This video recorded in the Cayman Islands discusses some insights on what family offices are looking for in the marketplace. This was produced in response to the numerous emails our team has received about this question.

Download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: family office cayman islands, family office goals, what are family offices looking for, family office investment preferences, family office preferences

Multi-Family Office Marketing: Engagement Factor (Location: Singapore)

This video recorded in Singapore provides you with access to a 30 minute speech by Richard C. Wilson conducted at the IQPC Private Equity Conference on how to raise capital for private equity firms from family offices. The practical strategies presented here respect the privacy of family offices, and add value to them first. These tactics can be used to raise capital for other areas, and not just private equity.

To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: Investing Capital for the Ultra-Affluent.” please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: Family Office Marketing, Multi-family office marketing, RIA marketing, wealth management marketing, family office client acquisition strategies, family office business development

How to Raise Capital From Family Offices (Singapore Conference Video)

This video provides you with access to a 30 minute speech by Richard C. Wilson conducted at the IQPC Private Equity Conference on how to raise capital for private equity firms from family offices. The practical strategies presented here respect the privacy of family offices, and add value to them first. These tactics can be used to raise capital for other areas, and not just private equity.

To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: Investing Capital for the Ultra-Affluent.” please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: Family Office Capital Raising, Raising Capital From Family Offices, How to Raise Capital from Family Offices, How to Market to Family Offices, Family Office Capital raising Help, Family Office Capital Raiser

Top 5 Traits of a Successful Family Office Business Development Officer

In this video Richard C. Wilson talks about the 5 traits which make for a successful family office business development and marketing professional. This video was recorded in the Cayman Islands while Richard C. Wilson was traveling there to speak at an industry event.

Download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: Family Office Marketer, Family Office Business Development Officer, Family Office Marketing Agent, Family Office Marketing Assistance, Family Office Business Development Training

Family Offices in Offshore Tax Havens

This video talks about whether most family offices are based in offshore tax havens or not. It was created in the Cayman Islands while Richard C. Wilson was traveling there to speak at an industry event.

Download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: family office tax havens, family offices in offshore tax havens, tax havens, ultra-wealthy tax havens, ultra-wealthy

Family Office Investing Priorities (Switzerland)

In this video recorded in the Swiss Alps near Zug and Zurich, Switzerland Richard discusses family office investing priorities

To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: Investing Capital for the Ultra-Affluent.” please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: Family Office Investing Priorities, Family Office Investing, Single Family Office Investing, Multi-Family Office Investing

Family Office Investments

In this video recorded in the Swiss Alps near Zug and Zurich, Switzerland Richard talks about family office investments, and what types of fund managers and opportunities both single and multi-family offices like pursuing. To learn more please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: Family Office Investments, Investments by Family Offices, Family Office Investing, Single Family Office Investments, Multi-Family Office Investments

Family Office Jobs

In this video recorded in the Swiss Alps near Zug and Zurich, Switzerland Richard talks about the types of family office jobs, how the industry is growing, and how you can grow a career in the family office space. To learn more please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: Family Office Job, Family Office Jobs, Family Office Job Opportunities, Family Office Career, Family Office Careers

Ultra-Affluent Clients (Switzerland)

In this video recorded in the Swiss Alps near Zug and Zurich, Switzerland Richard talks about what is a ultra-wealthy client, examples of them, and where their wealth typically comes from in his experience.

To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: Investing Capital for the Ultra-Affluent.” please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: Ultra-Wealthy, Ultra-Wealthy Clients, Ultra Wealthy, Ultra Wealthy Client Marketing, Ultra-Wealthy Client Business Development

History of the Family Office Industry (Swiss Alps)

In this video recorded in the Swiss Alps near Zug and Zurich, Switzerland Richard talks about where the family office industry came from, and a bit of history behind the single and multi-family offices area as an industry.

To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: Investing Capital for the Ultra-Affluent.” please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: History of Family Offices, Family Office History

Top Mistakes in Direct Investing

Thank you for watching this video from “The Single Family Office” written by Richard C. Wilson. This is the first book to focus on providing transparent case studies, best practices, mistakes to avoid, and models to follow if you are looking to run a single family office or have one started for your family or client. As of 2014 when this book was published, we believe it transparently quotes and interviews more single family offices than every other book in print today combined. To add another dimension of value to the text, we have included over 50 videos, audio interviews, and webinars totaling over 10 hours in length.

Download | Return to Table of Contents

Thank you for viewing this video from “The Single Family Office” written by Richard C. Wilson. If you are interested in working more with us, here is a few ways we can work together:

  • VIP Event Pass:  Attend all of our events for a 12 month period for less than it costs to attend a single family office conference from our closest competitor: http://WilsonConferences.com/VIP
  • Deal Flow & Origination Team:  We use our exclusive intellectual property to source 2,000 investment opportunities a year and provide deal flow and origination to many billionaire family office, corporate, and private equity fund clients.  We are look for U.S. operating businesses with $5M-$100M+ in annual revenue who are looking for a buy-out or growth capital.  If you would like to work to sell your business or increase the number of qualified deals you review please email us at [email protected]
  • Joint Ventures & PartnershipsWilson Holding Company operates the Family Offices Group (FamilyOffices.com) and related assets in the hedge fund, private equity (PrivateEquity.com), commodity, and real estate industries.  We have over 800,000 professionals in our LinkedIn Groups and 250,000 professionals in our email lists.  If you would like to access our team’s distribution in these spaces, advisory services, and guidance we would like to discuss whether we could join your team as a minority equity partner. Please email us at [email protected]WilsonHoldingCompany.com
  • Family Office Data:  We are the leading providers of family office data serving many publicly traded companies, Fortune 100 corporations, and top 10 private banks and hedge funds with our proprietary industry research, learn more athttp://FamilyOfficeDatabases.com

We work with family office clients daily, we have relationships with 1,000 single family offices and 55 billionaire famillies, and if we can be a resource to you, advise you on setting up your family office, or navigating the industry in some other way please let us know.  Our friendly team is available at (212) 729-5067 or at [email protected]

Sourcing Deals for Direct Investments

Thank you for watching this video from “The Single Family Office” written by Richard C. Wilson. This is the first book to focus on providing transparent case studies, best practices, mistakes to avoid, and models to follow if you are looking to run a single family office or have one started for your family or client. As of 2014 when this book was published, we believe it transparently quotes and interviews more single family offices than every other book in print today combined. To add another dimension of value to the text, we have included over 50 videos, audio interviews, and webinars totaling over 10 hours in length.

Download | Return to Table of Contents

Thank you for viewing this video from “The Single Family Office” written by Richard C. Wilson. If you are interested in working more with us, here is a few ways we can work together:

  • VIP Event Pass:  Attend all of our events for a 12 month period for less than it costs to attend a single family office conference from our closest competitor: http://WilsonConferences.com/VIP
  • Deal Flow & Origination Team:  We use our exclusive intellectual property to source 2,000 investment opportunities a year and provide deal flow and origination to many billionaire family office, corporate, and private equity fund clients.  We are look for U.S. operating businesses with $5M-$100M+ in annual revenue who are looking for a buy-out or growth capital.  If you would like to work to sell your business or increase the number of qualified deals you review please email us at [email protected]
  • Joint Ventures & PartnershipsWilson Holding Company operates the Family Offices Group (FamilyOffices.com) and related assets in the hedge fund, private equity (PrivateEquity.com), commodity, and real estate industries.  We have over 800,000 professionals in our LinkedIn Groups and 250,000 professionals in our email lists.  If you would like to access our team’s distribution in these spaces, advisory services, and guidance we would like to discuss whether we could join your team as a minority equity partner. Please email us at [email protected]WilsonHoldingCompany.com
  • Family Office Data:  We are the leading providers of family office data serving many publicly traded companies, Fortune 100 corporations, and top 10 private banks and hedge funds with our proprietary industry research, learn more athttp://FamilyOfficeDatabases.com

We work with family office clients daily, we have relationships with 1,000 single family offices and 55 billionaire famillies, and if we can be a resource to you, advise you on setting up your family office, or navigating the industry in some other way please let us know.  Our friendly team is available at (212) 729-5067 or at [email protected]

Risk Associated with Direct Investing

Thank you for watching this video from “The Single Family Office” written by Richard C. Wilson. This is the first book to focus on providing transparent case studies, best practices, mistakes to avoid, and models to follow if you are looking to run a single family office or have one started for your family or client. As of 2014 when this book was published, we believe it transparently quotes and interviews more single family offices than every other book in print today combined. To add another dimension of value to the text, we have included over 50 videos, audio interviews, and webinars totaling over 10 hours in length.

Download | Return to Table of Contents

Thank you for viewing this video from “The Single Family Office” written by Richard C. Wilson. If you are interested in working more with us, here is a few ways we can work together:

  • VIP Event Pass:  Attend all of our events for a 12 month period for less than it costs to attend a single family office conference from our closest competitor: http://WilsonConferences.com/VIP
  • Deal Flow & Origination Team:  We use our exclusive intellectual property to source 2,000 investment opportunities a year and provide deal flow and origination to many billionaire family office, corporate, and private equity fund clients.  We are look for U.S. operating businesses with $5M-$100M+ in annual revenue who are looking for a buy-out or growth capital.  If you would like to work to sell your business or increase the number of qualified deals you review please email us at [email protected]
  • Joint Ventures & PartnershipsWilson Holding Company operates the Family Offices Group (FamilyOffices.com) and related assets in the hedge fund, private equity (PrivateEquity.com), commodity, and real estate industries.  We have over 800,000 professionals in our LinkedIn Groups and 250,000 professionals in our email lists.  If you would like to access our team’s distribution in these spaces, advisory services, and guidance we would like to discuss whether we could join your team as a minority equity partner. Please email us at [email protected]WilsonHoldingCompany.com
  • Family Office Data:  We are the leading providers of family office data serving many publicly traded companies, Fortune 100 corporations, and top 10 private banks and hedge funds with our proprietary industry research, learn more athttp://FamilyOfficeDatabases.com

We work with family office clients daily, we have relationships with 1,000 single family offices and 55 billionaire famillies, and if we can be a resource to you, advise you on setting up your family office, or navigating the industry in some other way please let us know.  Our friendly team is available at (212) 729-5067 or at [email protected]

Navigating Direct Investing Contracts and Agreements

Thank you for watching this video from “The Single Family Office” written by Richard C. Wilson. This is the first book to focus on providing transparent case studies, best practices, mistakes to avoid, and models to follow if you are looking to run a single family office or have one started for your family or client. As of 2014 when this book was published, we believe it transparently quotes and interviews more single family offices than every other book in print today combined. To add another dimension of value to the text, we have included over 50 videos, audio interviews, and webinars totaling over 10 hours in length.

Download | Return to Table of Contents

Thank you for viewing this video from “The Single Family Office” written by Richard C. Wilson. If you are interested in working more with us, here is a few ways we can work together:

  • VIP Event Pass:  Attend all of our events for a 12 month period for less than it costs to attend a single family office conference from our closest competitor: http://WilsonConferences.com/VIP
  • Deal Flow & Origination Team:  We use our exclusive intellectual property to source 2,000 investment opportunities a year and provide deal flow and origination to many billionaire family office, corporate, and private equity fund clients.  We are look for U.S. operating businesses with $5M-$100M+ in annual revenue who are looking for a buy-out or growth capital.  If you would like to work to sell your business or increase the number of qualified deals you review please email us at [email protected]
  • Joint Ventures & PartnershipsWilson Holding Company operates the Family Offices Group (FamilyOffices.com) and related assets in the hedge fund, private equity (PrivateEquity.com), commodity, and real estate industries.  We have over 800,000 professionals in our LinkedIn Groups and 250,000 professionals in our email lists.  If you would like to access our team’s distribution in these spaces, advisory services, and guidance we would like to discuss whether we could join your team as a minority equity partner. Please email us at [email protected]WilsonHoldingCompany.com
  • Family Office Data:  We are the leading providers of family office data serving many publicly traded companies, Fortune 100 corporations, and top 10 private banks and hedge funds with our proprietary industry research, learn more athttp://FamilyOfficeDatabases.com

We work with family office clients daily, we have relationships with 1,000 single family offices and 55 billionaire famillies, and if we can be a resource to you, advise you on setting up your family office, or navigating the industry in some other way please let us know.  Our friendly team is available at (212) 729-5067 or at [email protected]

Monitoring and Managing a Portfolio of Direct Investments

This video is part of the Qualified Family Office Professional (QFOP) video series available through the Family Offices Group. The following video provides information regarding the monitoring and management of a portfolio of direct investments for family offices.

To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: Investing Capital for the Ultra-Affluent.” please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: family office association, family offices group, richard wilson family offices, family office video, monitoring a direct investment portfolio, managing a direct investment portfolio

Exiting and Profiting from Direct Investments

Thank you for watching this video from “The Single Family Office” written by Richard C. Wilson. This is the first book to focus on providing transparent case studies, best practices, mistakes to avoid, and models to follow if you are looking to run a single family office or have one started for your family or client. As of 2014 when this book was published, we believe it transparently quotes and interviews more single family offices than every other book in print today combined. To add another dimension of value to the text, we have included over 50 videos, audio interviews, and webinars totaling over 10 hours in length.

Download | Return to Table of Contents

Thank you for viewing this video from “The Single Family Office” written by Richard C. Wilson. If you are interested in working more with us, here is a few ways we can work together:

  • VIP Event Pass:  Attend all of our events for a 12 month period for less than it costs to attend a single family office conference from our closest competitor: http://WilsonConferences.com/VIP
  • Deal Flow & Origination Team:  We use our exclusive intellectual property to source 2,000 investment opportunities a year and provide deal flow and origination to many billionaire family office, corporate, and private equity fund clients.  We are look for U.S. operating businesses with $5M-$100M+ in annual revenue who are looking for a buy-out or growth capital.  If you would like to work to sell your business or increase the number of qualified deals you review please email us at [email protected]
  • Joint Ventures & PartnershipsWilson Holding Company operates the Family Offices Group (FamilyOffices.com) and related assets in the hedge fund, private equity (PrivateEquity.com), commodity, and real estate industries.  We have over 800,000 professionals in our LinkedIn Groups and 250,000 professionals in our email lists.  If you would like to access our team’s distribution in these spaces, advisory services, and guidance we would like to discuss whether we could join your team as a minority equity partner. Please email us at [email protected]WilsonHoldingCompany.com
  • Family Office Data:  We are the leading providers of family office data serving many publicly traded companies, Fortune 100 corporations, and top 10 private banks and hedge funds with our proprietary industry research, learn more athttp://FamilyOfficeDatabases.com

We work with family office clients daily, we have relationships with 1,000 single family offices and 55 billionaire famillies, and if we can be a resource to you, advise you on setting up your family office, or navigating the industry in some other way please let us know.  Our friendly team is available at (212) 729-5067 or at [email protected]

Evaluating Deals and Performing Due Diligence

Thank you for watching this video from “The Single Family Office” written by Richard C. Wilson. This is the first book to focus on providing transparent case studies, best practices, mistakes to avoid, and models to follow if you are looking to run a single family office or have one started for your family or client. As of 2014 when this book was published, we believe it transparently quotes and interviews more single family offices than every other book in print today combined. To add another dimension of value to the text, we have included over 50 videos, audio interviews, and webinars totaling over 10 hours in length.

Download | Return to Table of Contents

Thank you for viewing this video from “The Single Family Office” written by Richard C. Wilson. If you are interested in working more with us, here is a few ways we can work together:

  • VIP Event Pass:  Attend all of our events for a 12 month period for less than it costs to attend a single family office conference from our closest competitor: http://WilsonConferences.com/VIP
  • Deal Flow & Origination Team:  We use our exclusive intellectual property to source 2,000 investment opportunities a year and provide deal flow and origination to many billionaire family office, corporate, and private equity fund clients.  We are look for U.S. operating businesses with $5M-$100M+ in annual revenue who are looking for a buy-out or growth capital.  If you would like to work to sell your business or increase the number of qualified deals you review please email us at [email protected]
  • Joint Ventures & PartnershipsWilson Holding Company operates the Family Offices Group (FamilyOffices.com) and related assets in the hedge fund, private equity (PrivateEquity.com), commodity, and real estate industries.  We have over 800,000 professionals in our LinkedIn Groups and 250,000 professionals in our email lists.  If you would like to access our team’s distribution in these spaces, advisory services, and guidance we would like to discuss whether we could join your team as a minority equity partner. Please email us at [email protected]WilsonHoldingCompany.com
  • Family Office Data:  We are the leading providers of family office data serving many publicly traded companies, Fortune 100 corporations, and top 10 private banks and hedge funds with our proprietary industry research, learn more athttp://FamilyOfficeDatabases.com

We work with family office clients daily, we have relationships with 1,000 single family offices and 55 billionaire famillies, and if we can be a resource to you, advise you on setting up your family office, or navigating the industry in some other way please let us know.  Our friendly team is available at (212) 729-5067 or at [email protected]

Direct Investing vs Investing Through Fund Managers

This video is part of the Qualified Family Office Professional (QFOP) video series available through the Family Offices Group. This video compares direct investing and investing through fund managers for family offices.

To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: Investing Capital for the Ultra-Affluent.” please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: family office association, family offices group, richard wilson family offices, family office video, family office fund managers, direct investing, direct investing for family offices

Direct Investing Options

This video is part of the Qualified Family Office Professional (QFOP) video series available through the Family Offices Group. This video is focused on providing information and resources for family offices seeking direct investing options.

To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: Investing Capital for the Ultra-Affluent.” please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: family office association, family offices video, family office video, richard wilson family offices, direct investing options, family office direct investing

Angel Investing Strategies

Thank you for watching this video from “The Single Family Office” written by Richard C. Wilson. This is the first book to focus on providing transparent case studies, best practices, mistakes to avoid, and models to follow if you are looking to run a single family office or have one started for your family or client. As of 2014 when this book was published, we believe it transparently quotes and interviews more single family offices than every other book in print today combined. To add another dimension of value to the text, we have included over 50 videos, audio interviews, and webinars totaling over 10 hours in length.

Download | Return to Table of Contents

Thank you for viewing this video from “The Single Family Office” written by Richard C. Wilson. If you are interested in working more with us, here is a few ways we can work together:

  • VIP Event Pass:  Attend all of our events for a 12 month period for less than it costs to attend a single family office conference from our closest competitor: http://WilsonConferences.com/VIP
  • Deal Flow & Origination Team:  We use our exclusive intellectual property to source 2,000 investment opportunities a year and provide deal flow and origination to many billionaire family office, corporate, and private equity fund clients.  We are look for U.S. operating businesses with $5M-$100M+ in annual revenue who are looking for a buy-out or growth capital.  If you would like to work to sell your business or increase the number of qualified deals you review please email us at D[email protected]
  • Joint Ventures & PartnershipsWilson Holding Company operates the Family Offices Group (FamilyOffices.com) and related assets in the hedge fund, private equity (PrivateEquity.com), commodity, and real estate industries.  We have over 800,000 professionals in our LinkedIn Groups and 250,000 professionals in our email lists.  If you would like to access our team’s distribution in these spaces, advisory services, and guidance we would like to discuss whether we could join your team as a minority equity partner. Please email us at [email protected]WilsonHoldingCompany.com
  • Family Office Data:  We are the leading providers of family office data serving many publicly traded companies, Fortune 100 corporations, and top 10 private banks and hedge funds with our proprietary industry research, learn more athttp://FamilyOfficeDatabases.com

We work with family office clients daily, we have relationships with 1,000 single family offices and 55 billionaire famillies, and if we can be a resource to you, advise you on setting up your family office, or navigating the industry in some other way please let us know.  Our friendly team is available at (212) 729-5067 or at [email protected]

Top 5 Mistakes in Starting a Family Office

The following video recorded in Germany by Richard C. Wilson, head of the Family Offices Group association, and it talks about mistakes that family offices he knows have made while creating a family office. If you make one of these mistakes you could lose time, or $10,000, $100,000 or $1M or more due to these mostly avoidable pitfalls that come along with starting a single family office, virtual family office, and in most cases a multi-family office as well. Feel free to get in touch if you would like help starting your own family office.

If you would like to learn more about family offices please consider picking up a copy of Richard’s bestselling book called “The Family Office Book: Investing Capital for the Ultra-Affluent.” You can get two chapters of it for free here: http://FamilyOfficeReport.com

Keywords: start a family office, starting a family office, start a new family office, start a single family office, how to start a single family office, create a family office, creating a family office, how to create a family office, help starting a family office

Outsourced Chief Investment Officers

The following video recorded in Berlin by Richard C. Wilson and focuses on the growing trend of using outsourced chief investment officers. There are only a few well trusted and known groups which offer outsourced CIO services, but these are firms are doing well and filling a need that family offices have for deep analytical research, risk management, and investment advisory work.

If you would like to learn more about family offices please consider picking up a copy of Richard’s bestselling book called “The Family Office Book: Investing Capital for the Ultra-Affluent.” You can get two chapters of it for free here: http://FamilyOfficeReport.com

Keywords: outsourced CIOs, outsourced CIO, chief investment officer, chief investment officers, CIOs, family office CIO, family office CIOs

Multi-Family Office Marketing Maturity

The following video recorded in Berlin by Richard C. Wilson on multi-family office business development and marketing. Most multi-family offices that Richard has worked with ignore marketing and business development best practices and rely on referrals, speaking once a year at an event, and partners networking with the ultra-wealthy. A concentrated educational thought leadership and process to getting in front of more ultra-wealthy individuals each year could help rapidly grow a mulit-family office.

If you would like to learn more about family offices please consider picking up a copy of Richard’s bestselling book called “The Family Office Book: Investing Capital for the Ultra-Affluent.” You can get two chapters of it for free here: http://FamilyOfficeReport.com

Keywords: multi-family office marketing, family office marketing, family office  marketing help

Family Office Mergers & Acquisitions

The following video recorded in Berlin by Richard C. Wilson is on the topic of family office mergers and acquisitions. This is a topic of growing importance as new family offices are started every day, and the industry becomes more fragmented globally.

If you would like to learn more about family offices please consider picking up a copy of Richard’s bestselling book called “The Family Office Book: Investing Capital for the Ultra-Affluent.” You can get two chapters of it for free here: http://FamilyOfficeReport.com

Keyword: family office mergers, family office acquisitions, family offices, single family office, multi-family office, family office M & A, family office advisor, family office consultant

Virtual Family Offices

Virtual family offices are sprouting up all over the world to serve the needs of the ultra-wealthy and this trend is rarely discussed at conferences in the industry. A virtual family office is a solution for those families with between $20M and $300M in net worth who want the services of a top tier family office without having to work with a multi-family office locally or single family office that can be very expensive.

If you would like to learn more about family offices please consider picking up a copy of Richard’s bestselling book called “The Family Office Book: Investing Capital for the Ultra-Affluent.” You can get two chapters of it for free here: http://FamilyOfficeReport.com

Keywords: virtual family office, virtual family offices, best virtual family office, virtual family office trend, start a virtual family office, virtual family office startup, virtual family office advisor

State of the Family Office Industry in Berlin, Germany

The following video was recorded by Richard and discusses the state of the family office industry in the city of Berlin, Germany.

If you want to learn more about family offices please download our report at http://FamilyOfficeReport.com

Keywords: family office, family offices, family office industry, family offices in germany, berlin family offices, berlin germany family offices, family offices in europe, eu family offices, multi-family offices in europe

Family Office Direct Investing

Thank you for watching this video from “The Single Family Office” written by Richard C. Wilson. This is the first book to focus on providing transparent case studies, best practices, mistakes to avoid, and models to follow if you are looking to run a single family office or have one started for your family or client. As of 2014 when this book was published, we believe it transparently quotes and interviews more single family offices than every other book in print today combined. To add another dimension of value to the text, we have included over 50 videos, audio interviews, and webinars totaling over 10 hours in length.

Download | Return to Table of Contents

Thank you for viewing this video from “The Single Family Office” written by Richard C. Wilson. If you are interested in working more with us, here is a few ways we can work together:

  • VIP Event Pass:  Attend all of our events for a 12 month period for less than it costs to attend a single family office conference from our closest competitor: http://WilsonConferences.com/VIP
  • Deal Flow & Origination Team:  We use our exclusive intellectual property to source 2,000 investment opportunities a year and provide deal flow and origination to many billionaire family office, corporate, and private equity fund clients.  We are look for U.S. operating businesses with $5M-$100M+ in annual revenue who are looking for a buy-out or growth capital.  If you would like to work to sell your business or increase the number of qualified deals you review please email us at [email protected]
  • Joint Ventures & PartnershipsWilson Holding Company operates the Family Offices Group (FamilyOffices.com) and related assets in the hedge fund, private equity (PrivateEquity.com), commodity, and real estate industries.  We have over 800,000 professionals in our LinkedIn Groups and 250,000 professionals in our email lists.  If you would like to access our team’s distribution in these spaces, advisory services, and guidance we would like to discuss whether we could join your team as a minority equity partner. Please email us at [email protected]WilsonHoldingCompany.com
  • Family Office Data:  We are the leading providers of family office data serving many publicly traded companies, Fortune 100 corporations, and top 10 private banks and hedge funds with our proprietary industry research, learn more athttp://FamilyOfficeDatabases.com

We work with family office clients daily, we have relationships with 1,000 single family offices and 55 billionaire famillies, and if we can be a resource to you, advise you on setting up your family office, or navigating the industry in some other way please let us know.  Our friendly team is available at (212) 729-5067 or at [email protected]

6 International Family Office Trends

The following video was recorded in Berlin, Germany while Richard C. Wilson was there to speak at a private equity conference on family office investing, it discusses the top 6 ways that the family office is changing right now based on his experience of working directly with families and family offices.

To get 2 free chapters of Richard’s latest book please visit http://FamilyOfficeReport.com

Keywords: international family offices, international family office, family offices globally, global family office, global family office trends, family office trends, family office, family offices, family office industry trends, family office industry, single family offices, multi-family offices

Multi-Generational Wealth Management (Switzerland)

In this video recorded in the Swiss Alps near Zug and Zurich, Switzerland Richard talks multi-generational wealth management basics for those who are new to the family office industry. To learn more please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: multi-generational wealth management, managing wealth over generations, generational wealth management

More Money More Problems

In this video recorded in the Swiss Alps near Zug and Zurich, Switzerland Richard talks about having more money creates more problems for the ultra-wealthy, and why that leads to family office services being more in demand today than ever before.  To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: Investing Capital for the Ultra-Affluent.” please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: More Money More Problems

Family Office Executive Directors

In this video recorded in the Swiss Alps near Zug and Zurich, Switzerland Richard talks about the role of family office executive directors.

To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: Investing Capital for the Ultra-Affluent.” please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: Family Office Executive Directors, Executive Directors of Family Offices, Executive Director of Family Offices

Multi-Family Office Marketing: Engagement Factor

This video provides you with access to a 30 minute speech by Richard C. Wilson conducted at the IQPC Private Equity Conference on how to raise capital for private equity firms from family offices.  The practical strategies presented here respect the privacy of family offices, and add value to them first.  These tactics can be used to raise capital for other areas, and not just private equity.

Download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

 

Keywords: Family Office Marketing, Multi-family office marketing, RIA marketing, wealth management marketing, family office client acquisition strategies, family office business development

The Family Offices Group Story

Watch this 3 minute video overview of the 60,000 member Family Offices Group association, Richard C. Wilson’s experience in working with the ultra-wealthy, and how you can get involved. To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: Investing Capital for the Ultra-Affluent.” please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Keywords: family office association, family offices group, family offices group story, family offices group association, richard wilson family offices, family office video