Richard C. Wilson

Richard C. Wilson

Author

California Family Office White Paper

In Family Offices Group | on 05.30.14 | by | Comments ( 0 )

California Family Office White Paper A Primer on Family Offices in the Golden State Download the California Family Office White Paper in PDF format.     Join Us in Los Angeles and San Francisco: The Family Offices Group is hosting a Family Office CIO Summit in Los Angeles on June 6th, 2014.  Download our brochure to learn […]

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Family Office Database

In Family Offices Group | on 05.27.14 | by | Comments ( 0 )

We recently put together a short Family Office Database Guide on how to do business and create joint ventures together with single and multi-family offices.  This book is a great concise resource for anyone looking to raise family office capital or just learn enough about the marketplace to decide if it is right for them […]

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Family Office Advisor

In Family Offices Group | on 05.09.14 | by | Comments ( 0 )

  What I wanted to do is provide you with a view of the forest as a family office advisor. There is a financial times article that came out recently that had some numbers in it about the industry that I did not really agree with. At lots of conferences I hear people say things […]

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Kidd & Company

In Family Offices Group | on 05.08.14 | by | Comments ( 0 )

Kidd & Company is a principal investment firm that takes a unique approach. Our investment model is based on an intensive research process to design businesses that transform their industry segments, combined with the hands-on involvement required to successfully execute those strategies. Our ability to build highly successful businesses has enabled our firm to generate world-class […]

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TriNet Ambrose

In Family Offices Group | on 05.07.14 | by | Comments ( 0 )

Founded in 1988 and headquartered in San Leandro, CA, TriNet is the industry leader in HR solutions for small to mid-sized businesses. TriNet services more than 8,900 clients employing 230,000+ people and manages more than $17 billion in payroll and insurance premiums per year. TriNet provides a comprehensive mix of bundled HR products, software and […]

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True Green Capital

In Family Offices Group | on 05.07.14 | by | Comments ( 0 )

True Green Capital Management LLC manages investment capital for institutions and high net worth individuals based in the United States and abroad. Targeted Special Situations: True Green Capital Management is a privately owned investment manager. The firm, and its General Partners TGC Asset Management LLC, pursue directly originated debt and equity investment opportunities with a […]

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How to Get More Deal Flow

In family offices, Family Offices Group, investing, Investments | on 04.17.14 | by | Comments ( 0 )

One common frustration for investors, from private equity fund managers to family office executives, is that it can be exceptionally difficult to source high-quality, attractive deals that haven’t been shopped around to every other investor already.  I wanted to share 3 strategies that will help you regularly gain access to better deal flow. Plant Your […]

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AIMPass

In Family Offices Group | on 04.09.14 | by | Comments ( 0 )

AIMPaaS LLC is a financial software company that has created a state of the art infrastructure for asset management. In addition to order management and execution, it is one of the few vendors providing all of the necessary related components such as Portfolio Management, Risk and Compliance on a modular basis. The modular feature provides […]

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Family Office Certificate – How to Start a Family Office

In Family Offices Group | on 03.28.14 | by | Comments ( 0 )

Family Office Certificate – How to Start a Family Office from Richard Wilson In this educational presentation, Richard Wilson details how to start a family office, To learn more about the family office industry, achieve your Family Office Certificate today with the Qualified Family Office Professional. The Family Office Certificate (Qualified Family Office Professional) is […]

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London Family Offices

In Family Offices Group | on 03.25.14 | by | Comments ( 0 )

The following is a short video I just recorded in the UK on the state of the family office industry in London. In this video I discuss commodities, alternative investments, co-investing, and some of the biggest trends affecting the ultra-wealthy in London. Meet family offices in person at one of our upcoming family office conferences […]

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$1 Billion+ Families & Reality

In Family Offices Group | on 03.17.14 | by | Comments ( 0 )

Global Perception of $1 Billion+ Families & Reality:  I recently traveled to London to discuss co-investment opportunities with a $2B & a $5B+ family, and while In town I recorded a BBC World News TV interview on $1B+ families and their single family offices.  Much of the interview focused on why these families are not […]

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Family Office Advisor – A View of the Industry

In Family Offices Group | on 02.22.14 | by | Comments ( 0 )

What I wanted to do is provide you with a view of the forest as a family office advisor. There is a financial times article that came out recently that had some numbers in it about the industry that I did not really agree with. At lots of conferences I hear people say things I […]

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Family Office Recruiter – How to Find a Family Office Job

In Family Office Job, Family Office Job Listings, Family Office Jobs, Family Offices Group | on 02.17.14 | by | Comments ( 0 )

Family Office Recruiter – How to Find a Family Office Job from Richard Wilson on Vimeo. In this educational video family office recruiter, Richard Wilson, discusses how to grow your family office career. Family office jobs can be very difficult to find because of the competition and fragmentation within the industry. Family Office Executive Search […]

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Single Family Office Advisor

In family office, Finance, investing, Investments, Money, Private Banking, Wealth, Wealth Management | on 02.14.14 | by | Comments ( 0 )

Family Office Advisor – A View of the Industry from Richard Wilson on Vimeo. Richard C. Wilson is a family office advisor working with family offices around the global, with a focus on single family offices and $1B+ ultra-wealthy families. In this video recorded on the Charles Bridge in Prague, Czech Republic Richard shares his […]

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Family Office Advisory

In family office, family offices, Family Offices Group, Finance, investing, Investments, Money, Private Banking, Wealth, Wealth Management | on 02.13.14 | by | Comments ( 0 )

Richard C. Wilson is a family office advisor working with family offices around the global, with a focus on single family offices and $1B+ ultra-wealthy families. In this video recorded on the Charles Bridge in Prague, Czech Republic Richard shares his view of the family office industry from a high-level perspective after meeting with over […]

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Family Office Advisor – A View of the Industry

In family office, family offices, Family Offices Group, Finance, investing, Investments, Money, Private Banking, Wealth, Wealth Management | on 02.13.14 | by | Comments ( 0 )

Family Office Advisor – A View of the Industry from Richard Wilson What I wanted to do is provide you with a view of the forest as a family office advisor. I have met in person face to face with over a thousand family offices now, I know over fifty billion dollar families and our […]

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Family Office Advisor

In family office, Family Office Certificate, Family Office Certification, family offices, Family Offices Group, Finance | on 02.13.14 | by | Comments ( 0 )

Family Office Advisor from Richard Wilson on Vimeo. If you are looking for a family office advisor please contact us to see how we can help. We have a division that focuses on single family offices, you can learn more about that at http://www.singlefamilyoffices.com. We also have a division that works exclusively with billion dollar […]

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Family Office Training & Certificate Program

In family office, Family Office Certificate, Family Office Certification, family offices, Family Offices Group, Finance, investing, Investments, Money, Private Banking, Wealth, Wealth Management | on 02.13.14 | by | Comments ( 0 )

Family Office Training & Certificate Program from Richard Wilson on Vimeo. This is a short video on family office training options. I encourage you to check out our Qualified Family Office Professional training & certificate program. You can do so at http://www.FamilyOfficesGroup.com/Training

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Billionaire Family Office

In Family Offices Group | on 02.12.14 | by | Comments ( 0 )

Through our 44 families with $1B+ we provide co-investment and direct investment deal flow, c-suite executives, and advisory board solutions.  Learn more at http://BillionaireFamilyOffice.com The Billionaire Family Office is led by Richard C. Wilson, author of the bestselling book in the family office industry, The Family Office Book: Investing Capital For the Ultra-Affluent. Richard also […]

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Family Business Succession Planning

In Family Offices Group | on 02.10.14 | by | Comments ( 0 )

At Divestopedia, we have had the privilege of interviewing some of the best and brightest on the subject of wealth management strategies for owners of family businesses.  Here are some of our favorite pieces of advice from these experts: Richard C. Wilson, President and Founder of Billionaire Family Office & Single Family Office Syndicate “It’s […]

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Family Office Certification Overview

In family office, family offices, Family Offices Group, Finance, investing, Investments, Money, Private Banking, Wealth, Wealth Management | on 01.22.14 | by | Comments ( 0 )

Family Office Certification Overview from Richard Wilson on Vimeo.   The Qualified Family Office Professional (QFOP) certificate is the most comprehensive self-paced  training program covering family office fundamentals, terms, best practices, trends, and areas of investment critical to single and multi-family offices. Currently, The Family Office industry is very fragmented globally. There is no thought leader that […]

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Family Office Certificate Overview

In family office, family offices, Family Offices Group, Finance, investing, Investments, Money, Private Banking, Wealth, Wealth Management | on 01.22.14 | by | Comments ( 0 )

Family Office Certificate from Richard Wilson on Vimeo. The Qualified Family Office Professional (QFOP) certificate is the most comprehensive self-paced training program covering family office fundamentals, terms, best practices, trends, and areas of investment critical to single and multi-family offices.

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Family Office Certification

In family office, family offices, Family Offices Group, Finance, investing, Investments, Money, Private Banking, Wealth, Wealth Management | on 01.22.14 | by | Comments ( 0 )

Family Office Certification from Richard Wilson on Vimeo. The Qualified Family Office Professional (QFOP) certification includes training in many diverse areas related to investing capital for the ultra-affluent, including financial modeling & analysis, hedge funds, private equity, and investment banking. The QFOP certification is the most comprehensive self-paced training program covering family office fundamentals, terms, […]

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Family Office Recruiter – Learn to Grow Your Family Office Career

In family office, family offices, Family Offices Group, Finance | on 01.21.14 | by | Comments ( 0 )

Family Office Recruiter – Learn to Grow Your Family Office Career from Richard Wilson on Vimeo. Family office jobs are in high demand right now, but how do you qualify for such positions or even find these jobs? Some family offices can be very secretive, making it difficult to even come in contact with family […]

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Family Office Recruiter

In family office, family offices, Family Offices Group, Finance | on 01.21.14 | by | Comments ( 0 )

Family Office Recruiter from Richard Wilson on Vimeo. In reality, the family office recruitment industry is in its infancy. It is such a niche industry that our firm, family office executive search, is the only executive search firm that exclusively works on family office mandates. We don’t accept work for investment banks, insurance companies, private […]

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Family Office Executive Search Challenges

In family office, family offices, Family Offices Group, Finance | on 01.11.14 | by | Comments ( 0 )

Family Office Executive Search Challenges from Richard Wilson on Vimeo. Many challenges arise when it comes to family office recruiting whether you are doing so internally or hiring a firm to help you retain talent. Our family office recruiters can help fill many positions you may have open including analysts, portfolio managers, and even CIOs. […]

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Family Office Recruiting

In Family Offices Group | on 01.06.14 | by | Comments ( 0 )

Hello, my name is Richard Wilson. I am CEO of the Family Offices Group and Family Office Executive Search. I wanted to talk to you real quick about the state of the family office recruitment industry. Really it is in its infancy. It is such a niche industry that our firm, family office executive search, […]

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Family Office Recruiting Challenges

In family office, family offices, Family Offices Group, Finance | on 01.06.14 | by | Comments ( 0 )

Family Office Recruiting Challenges from Richard Wilson on Vimeo. I wanted to record a short video on family office recruiting challenges. I think that the family office industry is one of the most difficult industries to navigate if you are a career professional, but even more so to find great talent that is experienced in […]

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Family Office Executive Search

In family office, family offices, Family Offices Group, Finance | on 01.06.14 | by | Comments ( 0 )

Family Office Executive Search from Richard Wilson on Vimeo. We are the only Executive Search Firm in the world that Exclusively works with Family Offices. It is our laser focus on recruiting needs of family offices that helps us to work with you in a fluid manor. We run the largest family office association in […]

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Family Office Recruitment

In family offices, Family Offices Group | on 01.06.14 | by | Comments ( 0 )

Family Office Recruiter from Richard Wilson

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Family Office Certification

In Family Offices Group | on 01.03.14 | by | Comments ( 0 )

Family Office Certification from Richard Wilson

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Family Office Certificate

In Family Offices Group | on 01.03.14 | by | Comments ( 0 )

Family Office Certificate from Richard Wilson

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Family Office Recruiting Challenges

In family office, family offices, Family Offices Group | on 01.03.14 | by | Comments ( 0 )

Family Office Recruiting Challenges from Richard Wilson

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Family Office Executive Search Challenge 5

In Family Offices Group | on 01.03.14 | by | Comments ( 0 )

I wanted to explain to you a few family office recruiting challenges. I think that the family office industry is one of the most difficult industries to navigate if you are a career professional, but even more so to find great talent that is experienced in the right types of way for your family office. […]

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Top Single Family Offices| The Family Office Show Episode #1

In The Family Office Show | on 01.02.14 | by | Comments ( 0 )

The following is Episode #1 of The Family Office Show and it discusses the best practices and common elements of Top Single Family Offices Globally which manage well over $1B in assets under management. (Download this video)

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Family Office Executive Search Challenge 4

In Family Offices Group | on 12.30.13 | by | Comments ( 0 )

I wanted to explain to you a few family office recruiting challenges. I think that the family office industry is one of the most difficult industries to navigate if you are a career professional, but even more so to find great talent that is experienced in the right types of way for your family office. […]

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Family Office Executive Search Challenge 3

In Family Offices Group | on 12.26.13 | by | Comments ( 0 )

I wanted to explain to you a few family office recruiting challenges. I think that the family office industry is one of the most difficult industries to navigate if you are a career professional, but even more so to find great talent that is experienced in the right types of way for your family office. […]

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Family Office Executive Search Challenge 2

In Family Offices Group | on 12.24.13 | by | Comments ( 0 )

I wanted to explain to you a few family office recruiting challenges. I think that the family office industry is one of the most difficult industries to navigate if you are a career professional, but even more so to find great talent that is experienced in the right types of way for your family office. […]

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Family Office Executive Search Challenge 1

In Family Offices Group | on 12.23.13 | by | Comments ( 0 )

I wanted to explain to you a few family office recruiting challenges. I think that the family office industry is one of the most difficult industries to navigate if you are a career professional, but even more so to find great talent that is experienced in the right types of way for your family office. […]

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Family Office Recruiting Challenges

In Family Offices Group | on 12.23.13 | by | Comments ( 0 )

There are many challenges to family office recruiting whether you are doing so internally or hiring a firm to help you retain talent. The family office industry is often misunderstood, fragmented, and secretive. If you need help with a family office recruiting challenge please see our website FamilyOfficeExecutiveSearch.com or email us at clients@FamilyOfficeExecutiveSearch.com

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Family Office Business Models

In Family Offices Group | on 12.23.13 | by | Comments ( 0 )

The following video on Family Office Business Models and the Family Office Commercialization Curve was recorded in the Czech Republic by our founder Richard C. Wilson:

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What is a Single Family Office?

In Family Offices Group | on 12.09.13 | by | Comments ( 0 )

The video below was recorded in Prague, Czech Republic and answers the question “What is a single family office” in a concise 2 minute video. If you haven’t already make sure and grab a copy of The Family Office Report while you are here on our site.

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The Problem with Low Profile Single Family Offices

In Family Offices Group | on 11.01.13 | by | Comments ( 0 )

There are multiple frustrations created for single family offices by remaining low-profile.  These include being left out of investment banking and direct investment opportunities, not being able to identify talent as readily when it is needed, missing out on the next great investment fund managers, and not growing trust in third parties that could lead […]

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Raising Capital from Single Family Offices

In Family Offices Group | on 08.23.13 | by | Comments ( 0 )

As the family office industry matures it will be targeted by more fund managers, real estate firms, and private company owners trying to raise capital from single family offices.  Right now many people still don’t know what a single family is, how they operate, how to reach these parties, etc. I have relationships with over […]

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Single Family Office Consultant Insights

In Family Offices Group | on 05.28.13 | by | Comments ( 0 )

In this video recorded in downtown Singapore, Richard C. Wilson discusses attributes and trends regarding single family offices. As a consultant for single family offices, Richard C. Wilson shares direct insights from working with single family offices. To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: […]

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The Future of the Single Family Office Industry

In Family Offices Group | on 05.28.13 | by | Comments ( 0 )

In this video recorded in downtown Singapore, Richard C. Wilson discusses the future of the single family office industry before he presents at a Private Equity Conference. Learn more about the future of the single family office industry and some current trends and insights. To learn more, and get two chapters from Richard C. Wilson’s […]

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Family Office Workshop Invitation Video

In Family Offices Group | on 04.02.13 | by | Comments ( 0 )

The following video was recorded in Berlin, it is 2 minutes long and explains what you will get by attending our live full-day family office workshops in Los Angeles and New York. To reserve your seat for Friday May 10th in Los Angeles or Friday June 7th in New York at the Harvard Club please see this […]

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Virtual Family Offices

In Family Offices Group | on 03.05.13 | by | Comments ( 0 )

Virtual family offices are sprouting up all over the world to serve the needs of the ultra-wealthy. This trend is rarely discussed at conferences in the industry, however. A virtual family office is a solution for those families with between $20M and $300M in net worth who want the services of a top tier family […]

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Benefits of Attending Our Family Office Workshops

In Family Offices Group | on 02.28.13 | by | Comments ( 0 )

In my recent book, The Family Office Book: Investing Capital for the Ultra-Wealthy, I talk to several family office executives about the importance of attending conferences and training events in order to sharpen your knowledge of the industry and trends as well as to build relationships within the family office community. I have attended hundreds […]

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Family Offices in California

In Family Offices Group | on 02.15.13 | by | Comments ( 0 )

A number of single family offices and multi-family offices will be in Los Angeles to attend the Family Offices Group full-day workshop.  Join us on May 10th in Los Angeles for a full-day family office training workshop covering family office industry fundamentals, best practices, investment insights, and fund manager selection preferences.  Seating is limited, if you’d like […]

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Qualifying Family Offices

In Family Offices Group | on 01.04.13 | by | Comments ( 0 )

In our most recent edition of the Family Office Newsletter, we tackled a hot topic in the family office industry: separating actual single and multi-family offices from investment funds and service providers using the family office label in order to lure clients, access exclusive family office events or gain other benefits of being recognized as […]

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Single Family Offices Exception Commodities

In Family Offices Group | on 12.27.12 | by | Comments ( 0 )

Single family offices avoided what could have been burdensome and potentially costly regulation, courtesy of the Commodities Futures Trading Commission.  Family offices were living under a veil of uncertainty for the last year after the CFTC issued a no-action letter in response to legislation concerning whether single family offices would have to register as commodity […]

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Family Office Outlook

In Family Offices Group | on 12.11.12 | by | Comments ( 0 )

I received a great article from AxialMarket with commentary from finance and deal professionals on the economy, challenges and opportunities ahead, executing successful deals and other interesting topics.  The article includes an excerpt from an interview I recently did with AxialMarket, you can read that in full  here. Family Offices Are More Comfortable Acquiring in an Uncertain […]

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Working with Family Offices

In Family Offices Group | on 12.07.12 | by | Comments ( 0 )

I recently did an interview on how professionals can build relationships and connect with family offices.  One common issue I’ve heard from family offices at my events is that they do not have consistent interactions with other family offices so this was a great opportunity to explain how not only parties looking to work with family […]

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We run the Family Offices Group, the #1 largest family office association with 84,000+ global members. We offer live events, a bestselling book, Webinars, a family office database, and a family office training & certificate program called the Qualified Family Office Professional (QFOP). To get to know us please watch this 2 minute video, and contact us any time during pacific business hours by calling (212) 729-5067 or emailing us at Clients@FamilyOfficesGroup.com.

Free Family Office Report (PDF)

Contact Details for 1,000 Family Offices in Excel