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 […]
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 […]
Converting a Single Family Office into a Multi-Family Office or Asset Management Firm
The following video on converting a single family office into a multi-family office, asset management firm, or investment bank was recorded in Europe by Richard C. Wilson, CEO of Single Family Office Advisors. To work with Richard please email him at Richard@FamilyOfficesGroup.com
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: […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]