VIP Conference & Databases

$5,000.00 $4,700.00

The Family Office Club was founded in 2007 and has now become the #1 largest association in the industry with over 1,600 registered ultra-wealthy investors globally and 800+ Charter Members.

+ Building relationships with private or institutional investors requires a long-term commitment and approach and a constant refinement and iteration of your investment offering and investor relations processes.

+ Charter Membership in the Family Office Club gets you 20 live events per year which are made up of investor summits and investor relations workshops, and each event is recorded and live streamed for members that can’t attend in person.

+ We also offer a quarterly detailed analysis of your investment marketing materials, recorded interviews with 300+ investors, investor relationship management software (CRM), and the chance to have anyone on your team complete our capital raising or family office certificate programs.

SKU: VIP-Package Categories: ,

Description

The Family Office Club was founded in 2007 and has now become the #1 largest association in the industry with over 1,600 registered ultra-wealthy investors globally and 800+ Charter Members.

+ Building relationships with private or institutional investors requires a long-term commitment and approach and a constant refinement and iteration of your investment offering and investor relations processes.

+ Charter Membership in the Family Office Club gets you 20 live events per year which are made up of investor summits and investor relations workshops, and each event is recorded and live streamed for members that can’t attend in person.

+ We also offer a quarterly detailed analysis of your investment marketing materials, recorded interviews with 300+ investors, investor relationship management software (CRM), and the chance to have anyone on your team complete our capital raising or family office certificate programs.

1-Year Membership

VIP Memberships Includes
  • Access to 20+ Live Events a Year
  • Access to Live Streamed Events via Member Portal
  • 2-Conference Tickets to all events
  • Quarterly Analysis of Your Materials
  • Investor Relationship Software (CRM)
  • Return on Your Investment:
  • 300 Recorded Investor Interviews
  • Every Event Live Streamed & Recorded
  • Become a Certified Capital Raiser
  • Service Provider Directory Listing
  • 30 Exclusive Family Office Webinars
  • Family Office Blue Pages
  • 50% Discount on additional database purchases
  • Certified Finance Training Courses from (www.FinanceTraining.com-$7,000 Value)
  • Access to Richard’s published books on Family Offices.
  • Access to Monthly Podcasts
  • Access to Past conference recording
  • Directory of 8,916 Investor Contacts Included + 1 Free Annual Database Update
    • Multi-Family Offices
      1,116 MFO & 2,556 Contacts
    • Single Family Offices
      630 SFO & 1,044 Contacts
    • Wealth Management Firms
      1,457 WMF & 3,457 Contacts
    • Fund of Funds
      198 FOF & 200 Contacts
    • Institutional Investment Consultants
      119 IIC & 320 Contacts
    • Endowment
      460 Endowments & 3159 Contacts
    • Pension Funds
      245 Pensions with 811 Contacts
    • 2 – Charter Membership Passes to Family Office Conferences

Single Family Office Book

Included in Purchase

The Single Family Office: Creating, Operating & Managing the Investments of Single Family Offices is the first book to focus on providing transparent case studies, best practices, mistakes to avoid, and models to follow if you are looking to run a single family office or have one started for your family or client. As of 2015 when this book was published, we believe it transparently quotes and interviews more single-family offices than every other book in print today combined. To add another dimension of value to the text, and to make it more interactive at the same time we have included 40+ videos & audio interviews, and over 9 hours worth of recorded webinar content for you to stream or download for free. Our hope is that this text will become a central resource and guide for families around the world and for generations to come.

Richard C. Wilson is CEO of The Miami Family Office, a $500M AUM single family office a single family office. Richard is also the founder of Wilson Holding Company which employs over 30 professionals and produces over $10M a year in revenue through various operating businesses which include Billionaire Family Office and The Family Club, the largest membership-based family office association (FamilyOffices.com), along with holdings in the training, single-family office management (SingleFamilyOffices.com), investment conference, search, data research, physical bullion, private equity (PrivatEquity.com), food, and energy industries.

Richard is currently helping a $300M net worth family start a family office, acting as a single family office CEO, providing advice and consultant help to multiple $100M+ and $1B families on their direct investments and positioning, and helping a $1B+ family build their single-family office advisory board.

Richard has spoken at over 150 conferences in 17 countries and has the #1 bestselling book in the family office industry, The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office. Richard has his undergraduate degree from Oregon State University, his M.B.A. from University of Portland, and has studied master’s level psychology through Harvard’s ALM program while previously residing in Boston. Richard currently resides on the island of Key Biscayne, Florida.

Capital Raising Book

Included in Purchase

Capital Raising is written to help those looking to consistently raise capital over time from investors without having to cold call them or slowly network through existing connections. In this text we provide a 5 step system to attract investors to your offering over time so they are wanting to get their foot in the door at your office instead of having to cold call potential investors endlessly with no response. While this book does discuss marketing material fundamentals, and top mistakes to avoid while raising capital its unique value is in the holistic evergreen approach to building up capital raising momentum in a way that adds genuine value and builds your firm’s reputation over time.

This capital raising system was developed based on author Richard C. Wilson’s experience in raising over $250M in capital, building the Family Office Club community of over 1,000 family office investors, and now building up a single family office advisory business overseeing $4B in assets. The methods suggested in this book are what has led to that success and they have been tested over the course of Richard offering over 57 live events and speaking to over 25,000 professionals globally over the past 10 years. To learn more please visit http://CapitalRaising.com

Multi-Family Syndication

Included in Purchase

The Multifamily Syndicate is a network of over 475 apartment building investment firms who use their various strategies to re-position, fix and flip, and aggregate investments in the multifamily space. This network was gathered to share deal flow, joint venture on deals, share best practices, and identify resources and strategies for securing optimal debt on their deals so that everyone involved can run a more effective investment organization. The Multifamily Syndicate has produced this resource by reading every book published on multifamily investing, every article published online related to boosting the NOI on apartment building investments, and by interviewing several dozen members investors and gathering up their checklists, best practices, and go-to maneuvers for creating more profits out of their multifamily communities. We believe this handbook to be a focused, concise, 60-minute read which has more ideas on boosting NOI than any other publication.