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To reiterate, the Platinum Family Office Database package includes: 

  • Family Office Directory with 1,044 Family Offices & 3,289 contacts
  • High Net Worth Wealth Management Directory with 725 firms listed
  • Private Bank Directory with 1,000 private bank executives from over 200 of the top private banks globally
  • Institutional Investment Consultant Directory with 225 consultant listings
  • Investment Bank Directory that includes over 200 investment banks and 1,000 contacts
  • Endowment Fund Directory with over 2,000 endowment fund contacts
  • Fund of Fund Directory with 350 listings
  • Pension Fund Directory with over 1,000 global pension fund contacts
  • Merchant Bank Directory with 205 merchant banks and 1,000 global executives listed
  • + 1 Free ticket to any up-coming Family Office Workshop
  • + Free lifetime access to our “How to Work with and Raise Capital From Family Offices Workshop” recorded in HD video format and available through our training portal ($1,000 Value)
  • + 5 Free tuition waivers to the Qualified Family Office Professional (QFOP), Certified Hedge Fund Professional (CHP), Certified Private Equity Professional (CPEP) program, Master’s Certificate in Finance & Investments program or any other hosted program to be used for yourself or members of your team ($2,750 Value – no expiration date)

Family Office Capital Raising Resources

  1. Listen to Live or Recorded Webinars:

  3. Attend one of our upcoming family office workshops

Attendees:  Past attendees have included wealthy families looking to form a family office, single family offices, multi-family offices, real estate investment professionals, private business owners, hedge fund and private equity fund managers, investment bankers, private banking professionals, CPAs, attorneys, placement agents, third party marketers, and insurance agents.

Capital Raising WorkshopRisk Free Offer: If you attend any of our full-day conferences and find that you don’t get at least $2,000 of value, Wilson Conferences will give you 100% of your money back on admissions paid.  You will also be allowed to keep the copy of the family office book and handouts for your trouble.  At our last conference series in NYC with 450 participants we had an exact refund rate of 0%.

See our upcoming conference schedule here: