A single family office is a holistic full balance sheet wealth management and financial solution for ultra-wealthy individuals or families. It is an organization dedicated to preserving, and investing the capital of its family. Single family offices have been around in different forms for over 500 years but it was just in the 1930's-1960's that the modern day version started to take form...and even know many people do not understand what a single family office does or how they operate or invest their capital. The single family office industry is growing quickly and if you would like to learn more about creating a single family office, family office executive search, family office co-investments, family office jobs, family office training, our family office association or single family office investments you will enjoy this PowerPoint overview of the industry. If you would like to see how to work with our team please visit http://SingleFamilyOffices.com or http://BillionaireFamilyOffice.com Thank you for following our work. Richard C. Wilson CEO/Founder Family Offices Group Billionaire Family Office Single Family Office Syndicate

1. Single Family Office Industry &
Investment Fundamentals
By Richard C. Wilson
CEO, Family Offices Group

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. Disclaimer & Limitations
Single Family Office Advisory
1.
Advisory Board, Single Family Office
Formation/Formalization, Co-Investment Deal Flow
and Direct Investment Advisory Services.
2.
Founder of the Family Offices Group is the #1 Global
Family Office Brand. Founded in 2007, 72,000
Members in 50 countries. Face-to-face meetings with
over 1,000 family offices in 22 countries
3.
Operate a Single Family Office Syndicate and the
Billionaire Family Office.
4.
1,800 Articles, 275 Videos, 50+ Hours of Audio
Interviews, & Millions of Views. Our resources have
been used by over 5,000 family offices globally.
5.
#1 bestselling family office book called The Family
Office Book: Investing Capital for the Ultra-Affluent
6.
Family Office Certificate Program: Qualified Family
Office Professional (QFOP) designation:
http://FamilyOfficesGroup.com/Training
3

4. Disclaimer & Limitations
Family Office Workshops
1.
Live Full Day Catered Workshops
2.
Training Binders & Lifetime Access to the
Qualified Family Office Professional (QFOP)
program
3.
Grow your network & understanding: Meet
family offices and peers face-to-face
4.
The only guaranteed event in the family office
industry.
5.
Reserve your seat at
http://FamilyOfficesGroup.com/Workshops
4

5. Definitions
1.
Single Family Office
2.
Multi-Family Office
3.
Outsourced Chief Investment Officer

6. Secretive
1.
Around 2,000 single family offices in the
U.S. and well over 5,000 globally
2.
1,500 billionaires in the world, and over
10,000 $100 millionaires, they need some
sort of family office help
3.
Everywhere or nowhere?

7. Starting A Single Family Office
1.
3-8 months typically, up to 3 years possible
2.
Family Office Compass Creation
3.
Selecting Team Members + Experts
4.
Operations & Systems
5.
Governance & Multi-generational Changes

8. 5 Most Valued Types of Expertise

Family Office CEO Chief Investment
Officer (CIO) level investment expertise

Taxation and Trust & Estate Law

Private Equity or Direct investments

CFO/Accounting Expertise from other
family offices, trusts, private bank, or
wealth management firms

Risk Management / Insurance
8

9. Family Office Investment Committees
Common Partners
1.
Ad-hoc advisory, advisory board, investment
committee, commercial
transactions/investments
2.
Investment Bankers
3.
Fund of Funds – Fund Advisory Consultants
4.
Accounting & Fund Administration Services
5.
Information Technology (IT) providers
6.
Outsourced Chief Compliance Officer
7.
Legal Counsel
8.
Virtual family office management
9.
PE/HF/RE funds
10. Public
Relations / Communications /
Marketing
9

10. Direct Investments & Operating Interests
1.
65%+ hold operating assets
2.
Single Sandbox Strategy vs. Diversified
Institutional
3.
Master of 2-3 skills or abilities as a family
which propels their assets forward
4.
Typically little to no professional staff hired
exclusively to oversee these operating assets
5.
Proprietary (targeted) deal-flow is a
bottleneck more than capital
Examples: $500M Asian Family, $1B Australian
Family,$1B Consumer Product, $1B Commodity
Families, $12B EU Family, & 6th Generation Textile
Family

11. Direct Investment Risks & Mistakes
1.
Due Diligence & Future Round Mistakes
2.
Technology Risk
3.
Market Risk
4.
Competitive Risk
5.
Management Risk
6.
Finance Risk
7.
Opportunity Cost
8.
Example: Helicopter Business Startup

12. Fund Manager Challenges
1.
Established vs. Too Big
2.
Unique offering, still understood
3.
Long-term trusted relationship &
references
4.
Spending time on the relationship, yet
institutions past the $300M in AUM level
may provide more capital per hour
invested
5.
Access?

13. Real Estate Challenges
1.
“Simple” Hurdle
2.
Apartment Buildings & Hotels Preferred
3.
Geographical checkbox or complete
diversification mentality
4.
Trophy Assets or Networking/Prestige
Benefits
5.
Professional Teams + Long-Term Track
Records are rare
6.
Many grow out of needing help

14. Partnership Suggestions
1.
Creative, flexible approach
2.
Do your homework to add insight and value
3.
Scenario planning before meeting
4.
Think in terms of royalties, convertible
debt, equity, protected
downside, liability, etc.
5.
Be Influenceable before influential
6.
Relationship is more important than the deal

15. Wealth Managers Serving SFOs
1.
Examples/Case Studies
2.
Niche Hedge Fund, CIO, or Direct Investing Focus
3.
Blue Ocean Strategy “7 years ago we were always
the only or one of two solutions considered, today
the market is competitive” – CEO of a top ultrawealthy investment consulting firm
4.
Example: SFO Advisory/Consulting, Virtual Family
Office, & Direct Investment Advisory…need CIO
services or talent, etc. we can help but typically
through partners.
5.
How do you carve out a small niche or sandbox,
and be world class within that defined area?

16. Conviction
1.
Many single family office want to know
someone for 5-7 years before hiring them
as a CEO or CIO
2.
Relationship is most important, how single
family offices perceive partners and other
family offices matters greatly
3.
Experience, Brand, References, Insight,
Track Record can help replace the need to
wait 5-7 years before working together.

17. Family Offices Group Offerings
If you are setting up a family office, need help with family
office marketing, or other advisory work please send an
email to Richard@FamilyOffices.com
We offer the following resources on family offices:
1.
Single Family Office Advisory Service:
http://SingleFamilyOffices.com
2.
Billionaire Family Office: Solutions exclusively for
families with $1B or more in assets under management:
http://BillionaireFamilyoffice.com
3.
Qualified Family Office Professional (QFOP):
http://FamilyOfficesGroup.com/Training
4.
Family Office Workshop Series:
Http://FamilyOfficesGroup.com/Workshops

18. Disclaimer & Limitations
Family Office Workshop
1.
Live Full Day Catered Workshops
2.
Training Binders & Lifetime Access to the
Qualified Family Office Professional (QFOP)
program
3.
Grow your network & understanding: Meet
family offices and peers face-to-face
4.
The only guaranteed event in the family office
industry.
5.
Reserve your seat at
http://FamilyOfficesGroup.com/Workshops
18

19. Questions?
Richard C. Wilson
CEO/Founder
Family Offices Group
Richard@FamilyOffices.com
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