The Family Offices Group is:

• The #1 largest association in the family office wealth management industry with 40,000+ current members (Join)
• The #1 most popular web property on the internet which focuses exclusively on the family office industry, to date we have published over 2,250 whitepapers, video recordings, and articles to this website
• Our Family Office Report has been downloaded over 15,000 times, you can get your copy here.  Richard is releasing a book through Wiley on family office investment preferences and best practices in Q1 2012

Explore our Family Office Resources: 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 below.  We are always looking to help family offices gain access to the resources they need to manage and grow their organization.

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 UsFamily Offices Group G.T.C. Institute, LLC 3300 NW 185th Avenue Suite #108 Portland, Oregon 97229

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 the President of Richard Wilson Capital Partners, LLC where he works with family offices daily.  He has been working 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 and 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 resulted in sharing 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.

Ashley Wirthlin: Director of Client Services

Ashley Wirthlin is the Director of Client Services and will most likely be your first point of contact if you have any questions about Family Offices Group and the services we provide.  Either Ashley or someone else on our team is always 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 degree in Marketing and Management from the University of Portland.

Rafael Tassini: Research Associate 

Rafael Tassini 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.

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 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.

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.