The Family Offices Group is the largest association in the family office wealth management industry with 60,000+ current members—become a member today. Since 2007, the Family Offices Group has been working with family offices by providing valuable resources, training and networking opportunities. Our global team of thirty professionals are dedicated to expanding and improving our training and research efforts.
How the Family Offices Group Can Help
Advisor to Ultra-Wealthy Families & Family Offices: We work with ultra-wealthy families helping them start their family offices, invest and protect their assets. We are dedicated to democratizing the family office industry, making it easier for anyone to learn the fundamentals of the industry. Richard has shared his family office insights and case studies at over 50 conferences in over 12 countries around the world.
Workshops and Conferences: In addition to our significant web presence, the Family Offices Group hosts a number of events each year where members can gather to network and learn from other family offices. We invite top speakers and family office executives to act as trainers in our intimate, full-day workshops. To view a schedule of our networking events and workshops, see our events section.
Industry Data and Analysis: We employ a number of talented researchers and analysts to study the industry and produce valuable resources like regional reports, family office database, or compensation surveys. For example, Bloomberg News has frequently relied on our research in their family office industry reporting. If you would like to commission research from the Family Offices Group team or view our existing products, please let us know how we can help.
We are on TV: Recently you may have seen our founder Richard Wilson on TV being interviewed on the Brian Tracy Show about the global training programs that our team offers.
|Contact the Family Offices Group
G.T.C. Institute, LLC
3300 NW 185th Avenue Suite #108
Portland, Oregon 97229
Phone: (212) 729-5067
Fax: : (480) 772-4041
Office Hours: 8:45AM – 5:00PM PST (GMT -4)
Our Global Team
Our team of professionals has over 25 years of experience in capital raising, marketing, client services and research. Our headquarters are in Portland, Oregon but we have a global reach and you will often see our team members speaking at conferences and events across the globe. At the Family Offices Group, we recognize that while a large portion of the industry is located in the United States, there are thousands of family offices around the world. We frequently travel to places like Singapore, Monaco and Sao Paolo to meet and work with local family offices.
To learn more about family offices please explore our website, watch our videos, read our report, explore our regional profiles, learn about our family office training, or reach out to us via the contact details directly above. We are always looking to help family offices gain access to the resources they need to manage and grow their organization.
Richard C. Wilson: Founder and CEO
Richard C. Wilson founded the Family Offices Group and is CEO of Richard Wilson Capital Partners, LLC where he works with family offices daily. He has worked with family offices and capital raising for over 7 years and has provided consulting advice and services to over 1,600 firms during that time. Richard is a bestselling author of The Hedge Fund Book: A Training Manual for Professionals & Capital-Raising Executives and The Family Office Book: Investing Capital for the Ultra-Affluent (Wiley Finance Series).
Richard has spoken over 50 times in 15+ countries around the world, and these travels and resulting relationships have led him to share stages with prime ministers, dinner with a prince, and a wedding ceremony for a royal family in Europe. He recently chaired a full-day 300 person conference in Zurich and acted as Opening Day Chairman for GAIM International, the family office industry’s largest and oldest conference in Monaco. Richard has a Bachelors of Business Administration from Oregon State University, an M.B.A. in Marketing from the University of Portland, and he has completed masters level research and coursework on the psychology of influence at Harvard University within their ALM department.
Theo O’Brien: Managing Director
Theo O’Brien serves as Managing Director at Richard Wilson Capital Partners and the Family Offices Group. At the Family Offices Group, Theo is in charge of developing and delivering our family office training services, the family office newsletter, and other resources to family offices.
Theo brings to the team several years of experience in alternative investments, business strategy and marketing. He is widely-recognized for his extensive research and writing on private equity and hedge funds which includes the production of hundreds of articles, interviews, books and video modules. Prior to joining Richard Wilson Capital Partners, Theo worked as a consultant and marketing strategist for the Hedge Fund Group and the Private Equity Investment Group.
Harvey Abrams: Family Office Advisor
Harvey Abrams is an experienced family office and investment manager who contributes a wealth of family office knowledge and experience to help improve our Qualified Family Office Professional (QFOP) training program and inform our content and materials. Most recently, Mr. Abrams served as Executive Vice President of Securities Associates, Inc.
In this position, he performed a variety of functions for the family office and RIA firm including CFO, COO and Chief Compliance Officer. He has served on the investment committee for a family office and has first-hand experience in the issues facing a family office such as managing an in-house accounting team, maintaining relationships with various third parties such as brokers, bankers, custodians, tax and trusts and estates consultants.
Prior to serving as a family office executive, Mr. Abrams was President, CFO and COO for The Center For Humanities, Inc. and Assistant Controller and Budget Director at Parents Magazine Enterprises. Mr. Abrams graduated from City University of New York-Baruch College with a BBA in Accounting with honors.
Ashley Wirthlin: VP of Operations
Ashley Wirthlin is the Director of Client Services and VP of Operations. She will most likely be your first point of contact if you have any questions about the Family Offices Group and the services we provide. Either Ashley or someone else on our team is available by phone or email to discuss the Family Offices Group and how we work with family offices and others in the industry.
Ashley joined the team in 2009 and has helped grow the business by providing our clients with consistent high-quality service. Ashley’s background is in public relations, customer service, and marketing with a Bachelor’s degree in Marketing and Management from the University of Portland.
Jordan Blotnik: Family Office Research Associate
Jordan Blotnik is one of our Family Office Research Associates. His primary responsibilities are to research specific single and multi-family offices as well as industry trends in compensation, employment, investing and other areas. Jordan also handles client services and communication; he is available by phone or e-mail to discuss the Family Offices Group and how we work with family offices and others in the industry.
Jordan has extensive experience in customer service, management and research. He graduated from Ohio University with a Bachelor’s degree.
Angela Malone: Family Office Research Associate
Angela Malone is one of our Family Office Research Associates. Her primary responsibility is researching family offices, industry statistics and trends. Angela is in charge of producing and distributing the Family Office Monthly newsletter each month. She also assists in the marketing and promotion of our family office workshops and events.
Angela joins the Family Offices Group after a career as the Communications & Charitable Giving Specialist at Leupold & Stevens, Inc.
Rafael Tassini: Family Office Research Associate
Rafael Tassini is one of our Family Office Research Associates. Rafael has been conducting research for the Family Offices Group and related work for years. Rafael is trained in research, analysis and capital raising and continues to help our team improve our products and services each year.
Rafael is always creating and researching new areas of the family office and wealth management space. Rafael holds a Bachelor’s Degree in International Business and Business from Universidade Paulista.
Charlie Barr: Resource Development Specialist
Charlie Barr helps develop many of the Family Offices Group resources from audio interviews to training materials and video content. Charlie helps produce and edit training videos, video recordings of team member speeches at conferences, audio interviews and other family office resources. Charlie has spent time recently helping us produce new family office training resources and improving the overall experience at the Family Offices Group website.
Adriana Albuquerque: Client Services Specialist
Adriana Albuquerque is responsible for assisting Family Offices Group clients and helps with on-site coordination of our workshops and events. Adriana works with Ashley to assure that our clients are satisfied and that we are always finding new ways to deliver value to our clients. She also assists Rafael with his ongoing research on the family office industry. Adriana obtained her Bacherlor’s Degree from Harvard University.
David Becker: Portfolio Management Consultant
David Becker is an expert in portfolio and risk management, and is well adept in his knowledge of financial derivatives. With his extensive experience in these areas, David has been instrumental in the creation of our training platform and the continual development of educational resources for family offices.
Mr. Becker has an 18 year track record of creating and initiating successful investment ideas.
During his professional career, David has worked for 2 investment banks, which include Morgan Stanley and Smith Barney, trading equities, debt derivatives, commodities and foreign exchange. David has in-depth knowledge of many trading strategies that lead to successful short and long term returns.
Aldo S. Rabih, CPA: Due Diligence and Risk Consultant
Aldo S. Rabih is a Senior manager in New York working on reinsurance technical issues and derivative credit valuations. As a consultant, Aldo helps the Family Offices Group by further informing our coverage of due diligence, risk management and other important areas for family offices and wealth managers.
Aldo gained over ten years experience dedicated to serving financial services entities (mainly hedge funds and private equity entities) and over four years of diversified experience in other industries and capital markets, both at Metlife as well as from other big four public accounting firms. Aldo has also spent two years as an independent risk consultant with a focus on internal controls and due diligence for fund of funds as well as reviewing transparency standards for fund of hedge funds.
Contact Details for 1,000 Family Offices in Excel
Recent Family Office Articles
- Family Office Workshop Invitation Video
- Virtual Family Offices
- Benefits of Attending Our Family Office Workshops
- Family Offices in California
- Qualifying Family Offices
- Single Family Offices Exception Commodities
- Family Office Outlook
- Working with Family Offices
- Why Family Governance Matters
- TABOR Family Office Event
- Why Assets Under Management Matter to Family Offices and Other Investors
- How Family Office Investment Committees Work
- Family Office Perspectives on Seeding Emerging Managers
- How Many Clients Do Family Offices Serve?
- Starting Your Family Office Career