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Accessing the Family Office Ecosystem

By Richard C. Wilson
Disclaimer & Limitations

Please do not use any advice within this or any other
presentation without first consulting your...
A Preview of Ideas
Part 1: Family Office Overview
7 Family Office Investment Priorities
1.

Capital Preservation

2.

Growth

3.

Privacy

4.

Taxes

5.

Income ($100M+ Cha...
Types of Investments
1.

Operating Businesses (Direct Investing)

2.

Real Estate

3.

Long Only, Public Market, ETF, Mutu...
Fund Manager Qualification Points
1.

Consistency: Stable team, process, and
deal types producing current vs.
historical r...
Co-Investments & Club Deals
1.

Definition

2.

Creative Terms

3.

Immature Space

4.

Very under-the-radar

5.

Trust an...
Part 2: Accessing Family Offices
My Path to Family Offices
Best Way to Capture HNW Prospects, Don’t.
Disclaimer & Limitations

Family Offices Group
1.

#1 Global Family Office Association with
72,000 Members

2.

1,800 Arti...
Our $5M+ Three Step Process
Generic Family Office or HNW Strategies
Tightly Define Your Sandbox
Over Invest in Specialization
Become THE Authority
Maturation= Need for Specialization
Selecting Your Sandbox
1. Geographical, Service, Industry, Asset Level Specialization

2. Germany Family Office in New Yor...
My $100,000 Mistakes
Summary of Key Points
1.

Capital Preservation is King

2.

3 Step Strategy



Over Invest in Specialization


3.

Defi...
Free Family Office Report
Over 30,000 professionals have downloaded our free PDF
Report on family offices.
If you want a f...
Questions?

Richard C. Wilson
CEO/Founder
Family Offices Group
Richard@FamilyOfficesGroup.com

New York

Singapore
London
...
Family Office Directory
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Family Office Directory

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We have created a high quality family office directory, and since 2007 we have been improving it every month with our global data team. If you are to build relationships with family offices however you need to know what they want, how to approach them, and how to get them to come towards you and be receptive of your ideas when you meet with them.

Learn about all of this from this PowerPoint overview of strategies you can use while leveraging a family office directory.

Published in: Economy & Finance, Business
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Transcript of "Family Office Directory"

  1. 1. Accessing the Family Office Ecosystem By Richard C. Wilson
  2. 2. Disclaimer & Limitations Please do not use any advice within this or any other presentation without first consulting your compliance officer or legal counsel. 2
  3. 3. A Preview of Ideas
  4. 4. Part 1: Family Office Overview
  5. 5. 7 Family Office Investment Priorities 1. Capital Preservation 2. Growth 3. Privacy 4. Taxes 5. Income ($100M+ Change) 6. Time Commitment 7. Fraud Risk 5
  6. 6. Types of Investments 1. Operating Businesses (Direct Investing) 2. Real Estate 3. Long Only, Public Market, ETF, Mutual Funds 4. Hedge Funds & CTA Funds 5. Private Equity
  7. 7. Fund Manager Qualification Points 1. Consistency: Stable team, process, and deal types producing current vs. historical returns 2. Authority & Scarcity: Leader & Unique Offering 3. $500M or $1B+ preferred 4. $5B+ sometimes criticized 5. Trust factor is why AUM is so critical for emerging market families 6. The investment process must be understood
  8. 8. Co-Investments & Club Deals 1. Definition 2. Creative Terms 3. Immature Space 4. Very under-the-radar 5. Trust and reputation based 6. Specific to certain industries, and geographies Examples: $1B Consumer Product, $1B Commodity Families, $12B EU Family, & 5th Generation Textile Family
  9. 9. Part 2: Accessing Family Offices
  10. 10. My Path to Family Offices
  11. 11. Best Way to Capture HNW Prospects, Don’t.
  12. 12. Disclaimer & Limitations Family Offices Group 1. #1 Global Family Office Association with 72,000 Members 2. 1,800 Articles, 275 Videos, 50+ Hours of Audio Interviews, & Millions of Views 3. Face-to-face meetings with over 1,000 family offices in 15 countries 4. #1 bestselling family office book called The Family Office Book: Investing Capital for the Ultra-Affluent 5. Qualified Family Office Professional (QFOP) training program 6. Billionaire Family Office & Single Family Office Advisory Solutions 13
  13. 13. Our $5M+ Three Step Process
  14. 14. Generic Family Office or HNW Strategies
  15. 15. Tightly Define Your Sandbox
  16. 16. Over Invest in Specialization
  17. 17. Become THE Authority
  18. 18. Maturation= Need for Specialization
  19. 19. Selecting Your Sandbox 1. Geographical, Service, Industry, Asset Level Specialization 2. Germany Family Office in New York 3. 6th Generation SFO now serving two other $1B+ Families interested in more direct investing 4. Billionaire Family Office
  20. 20. My $100,000 Mistakes
  21. 21. Summary of Key Points 1. Capital Preservation is King 2. 3 Step Strategy   Over Invest in Specialization  3. Define Your Sandbox Be THE expert in your space Listen & Always Add Genuine Value First
  22. 22. Free Family Office Report Over 30,000 professionals have downloaded our free PDF Report on family offices. If you want a free copy just email me at Richard@FamilyOfficesGroup.com or If you are looking for a family office directory please see http://FamilyOffices.com Download it for free at http://FamilyOfficeReport.com
  23. 23. Questions? Richard C. Wilson CEO/Founder Family Offices Group Richard@FamilyOfficesGroup.com New York Singapore London Portland, Oregon United Airlines 1 Million+ Miles Sao Paulo, Brazil

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