4 Core Drivers of Family
Office Industry Growth
By Richard C. Wilson
By Richard C. Wilson
CEO & Founder
Family Offices Gro...
Disclaimer
 The content contained in this presentation is provided

for informational and educational purposes only, is n...
Our Brands
My Family Office Expertise
 Family Offices Group: I run the 49,000 member family office

industry association, have spoke...
The 4 Core Drivers of The Family
Office Industry
1. Multi-Family Offices Lowering

Minimums
2. Wealth Management Firms Rai...
#1 Multi-Family Offices Lowering Minimums
What
Why?
• Economy
• Compliance Costs on the Rise
• Scarce Talent Requires More...
#2 Wealth Management Firms Raising Minimums
What
Why?
• More Profitable Focus (Grass is
Greener)
• Gray area / Marketplace...
#3 Raising Global Wealth & Awareness
Global Wealth Growth
Global Family Office Industry
Awareness

Examples: Brazil, Singa...
#4 Releasing the Handcuffs
What:
Why?
1.
2.
3.
4.
5.
6.

One Lead Client
Tied to Platforms
Too Slow
Poor Fund Manager Rese...
Thriving Globally
• M & A Activity
• Continued Growth
• Hedge Fund Industry Parallel

Family Office Hot Spots
• Switzerlan...
Questions?

Richard C. Wilson
Family Offices Group
Richard@FamilyOfficesGroup.com

Portland, Oregon

Sao Paulo, Brazil
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Family Office Directory - What is driving family office industry growth?

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To understand the family office industry and in order to build relationships with family offices of many types it is important to understand what is making the industry larger every day.

If you are looking to partner with family offices you have to meet their demands, solve problems for them, and be an answer to a question they have. If you are using a family office directory to help navigate the space these 4 core drivers are important to understand.

Published in: Economy & Finance, Business
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Family Office Directory - What is driving family office industry growth?

  1. 1. 4 Core Drivers of Family Office Industry Growth By Richard C. Wilson By Richard C. Wilson CEO & Founder Family Offices Group Founder & CEO Richard@FamilyOfficesGroup.com Family Offices Group
  2. 2. Disclaimer  The content contained in this presentation is provided for informational and educational purposes only, is not intended as an offer or solicitation for the purchase or sale of a financial instrument or securities and should not be relied upon as an investment recommendation or advice. No representations or warranties are made as to the accuracy, completeness or timeliness of the information. The information is not intended to provide legal, tax or accounting advice. Use of any information, materials, and opinions given or discussed is at the Listener’s own risk. Listeners are encouraged to discuss the information with any legal, accounting or other professional deemed necessary to understand the risks and uncertainties implicit in investing.
  3. 3. Our Brands
  4. 4. My Family Office Expertise  Family Offices Group: I run the 49,000 member family office industry association, have spoken at 50 events in 20 different countries around the world, and I have met with over 1,000 family offices in person.  *Free Family Office Report: To get our free report on family offices please visit: www.FamilyOfficesGroup.com  Bestselling Books: “The Family Office Book: Investing Capital for the Ultra-Affluent” and “The Hedge Fund Book: A Training Manual for Professionals and Capital Raising Executives”  Richard Wilson Capital Partners: I currently help provide institutional quality, best of breed fund managers to single and multi-family offices. I do this by only representing $300M+ fund managers who fit my criteria that I have found family offices prefer. Securities offered through RiverRock Securities LLC 3200 Southwest Freeway Suite 2120 Houston, TX
  5. 5. The 4 Core Drivers of The Family Office Industry 1. Multi-Family Offices Lowering Minimums 2. Wealth Management Firms Raising Minimums 3. Raise in Global Wealth & Awareness 4. Releasing The Handcuffs
  6. 6. #1 Multi-Family Offices Lowering Minimums What Why? • Economy • Compliance Costs on the Rise • Scarce Talent Requires More Resources
  7. 7. #2 Wealth Management Firms Raising Minimums What Why? • More Profitable Focus (Grass is Greener) • Gray area / Marketplace Gap • Growing Demand • HNW experience provides confidence • Outsourced MFO Model
  8. 8. #3 Raising Global Wealth & Awareness Global Wealth Growth Global Family Office Industry Awareness Examples: Brazil, Singapore, Indonesia, NJ
  9. 9. #4 Releasing the Handcuffs What: Why? 1. 2. 3. 4. 5. 6. One Lead Client Tied to Platforms Too Slow Poor Fund Manager Research No Global Reach Restriction on Service Providers
  10. 10. Thriving Globally • M & A Activity • Continued Growth • Hedge Fund Industry Parallel Family Office Hot Spots • Switzerland • • • • • Singapore Monaco Hong Kong London Luxembourg
  11. 11. Questions? Richard C. Wilson Family Offices Group Richard@FamilyOfficesGroup.com Portland, Oregon Sao Paulo, Brazil

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