Help Managing Your Family Office

Family Office CEO

Our team has experience in advising and managing single family offices directly, explore this area to learn more if you already have a family office.

Help Starting Your Family Office

Start a Family Office

Our team will help you create a holistic wealth management solution custom shaped to serve your goals, priorities, and family values.

Family Office Help Line

(305) 333-1155

If you are facing challenges in starting up, managing, or investing within your family office, you can call our team at (305) 333-1155

The #1 Largest Association Globally

Family Office Association

We not only have contracts in place with $1B+ families and single family offices, but we also operate the #1 family office association.

Our organization of 18 professionals has been around for 12 years now and helps families with setting up their family offices. We have the bestselling book on the family office industry currently and the only book ever written on how to start a family office. With experience as a family office CEO, advisor, and outsourced managing director for many single family offices our founder Richard C. Wilson is a well-known thought leader in the family office industry globally. To learn more about leveraging our community of family offices, or to get help on setting up your family office wealth management solution please call or text us at (305) 333-1155 or visit our main website at