family offices

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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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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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 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 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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Add Your Multi-Family Office to Version 4.0 of the Family Office Database

In family office, family offices, Family Offices Database Submission, Family Offices Directory Submission | on 08.01.10 | by | Comments ( 0 )

We are soon coming out with Version 4.0 of our Family Office Database on FamilyOffices.com. To include your multi-family office or single family office within our industry-leading database please submit the form found below: <p><p><p><p><a href=”https://hedgefunds.wufoo.com/forms/z7x3w1/” title=”Family Offices Database Listing Request” rel=”nofollow”>Fill out my Wufoo form!</a></p></p></p></p>Related Resources Silver Bridge Advisors Fleming Partners & Family Family […]

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Family Office Industry | Top 3 Trends Affecting Family Offices

In Family Office Industry, Family Office Trends, family offices, Family Offices Trends, multi-family offices, single family offices | on 10.23.08 | by | Comments ( 0 )

Family Office Industry Family Office Industry | Top 3 Trends Family offices are private wealth management advisory firms that serve ultra-high-net-worth clients. According to the Family Office Exchange, there are more than 3,500 family offices based in the United States. By offering a complete outsourced solution to managing finances and investments, including budgeting, insurance, charitable […]

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Hedge Fund of Funds Family Offices

In family office, family offices, Fund of Funds ran by Family Offices, Hedge Fund of Funds Family Office, Multi-family offices which run hedge fund of funds | on 09.04.08 | by | Comments ( 0 )

Family Offices & Fund of Funds Hedge Fund of Funds & Family Offices Aymeric Lechartier from Carne Financial service give a comment of how family offices select hedge fund for their investments “the larger a family office becomes, the more it behaves like an institutional investor, also called convergence of the institutional”. Diversification is a […]

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Private Equity for Family Offices

In Banking, family offices, Finance, investing, Investments, MFO, Money, Private Banking, SfO, single family office, Wealth, Wealth Management | on 09.04.08 | by | Comments ( 0 )

Private Equity & Family Offices Choosing private equity investments High risk, limited liquidity, taxes, and lack of regulation make investing in private equity challenging. However, the payoff is very attractive making private equity an interesting asset class for family office. The article shows two different points of view (fund of funds and direct private placement) […]

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Insti-Individual Investment Consulting

In Banking, family office, family offices, finances, financial, investing, investment consulting, Investments, Money, Private Banking, Stocks, Wealth, Wealth Management | on 09.04.08 | by | Comments ( 0 )

Investment Consulting Insti-Investment Consulting with Family Offices Dr. Alan Starkie, “Wealthy families are “insti-viduals”, individuals who have institutional needs in terms of complexity and sophistication”. As a result the family office market is rapidly evolving, with more family offices, more MFOs, leading to more demands on providers of services, and more outsourcing expertise needs. There […]

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Single Family Office

In Banking, family office, family offices, investing, investment, Investments, Markets, Private Banking, Stocks, Wealth, Wealth Management | on 09.03.08 | by | Comments ( 0 )

I just found this article about how Dubai’s DIFC is positioning itself as a center for single family offices. They seem to be very skilled at positioning themselves for new money to come in so I’m sure they will be successful in this area. The country is trying to build many legs to stand on […]

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Family Office Example

In family office, family offices, Finance, financial, financial planner, financial planning, investing, investment, Investments, Money, Wealth Management | on 09.02.08 | by | Comments ( 0 )

Family Office Example Family Office Services – An Example I just saw this recent article within the Washington Post and thought it was interesting and relevant to the focus on this site on family offices.__________________________________ It’s early on a spring morning and Peter Kirsch is busily overseeing the fast-moving life of AOL founder James V. […]

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The Cost of Being Wealthy

In family office, Family Office Fees, Family Office Personnel, family offices, Hard Being Wealthy, How to Use a Family Office, Wealthy | on 08.28.08 | by | Comments ( 0 )

Cost of Being Wealthy Family Offices & The Cost of Being Wealthy I spotted this interesting blog post by a WSJ bloggers on family offices and how some of the super rich need teams of 5-9 people to manage their assets and financial affairs. I thought it was interesting. Here’s an excerpt and link to […]

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Family Office Industry

In family office, Family Office Industry, Family Office Industry Trends, Family Office Trends, family offices | on 08.27.08 | by | Comments ( 0 )

Family Office Industry Family Office Industry Growth A recent article came out in the WSJ noting how popular starting a family office is these days. Maybe working for a family office will be as sought after as working for a hedge fund in the years to come… Here’s an excerpt from the article:___________________________________ The people […]

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Iveagh Family Office Fund Launch

In family office, family offices, Finance, funds, investing, investment funds, Iveagh Family Office, Markets, Money, Stocks, Wealth, Wealth Management | on 08.26.08 | by | Comments ( 0 )

Iveagh Family Office Iveagh Fund Launched The family office created over 120 years ago to protect and grow the wealth of the Guinness family has launched a new fund. While many funds started by traditional wealth management firms are somewhat frowned upon in the industry or more heavily scrutinized I would think that if done […]

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Family Wealth Management

In family office, family offices, Family Wealth Management, Finance, invest, investing, Investments, Money, Rich, Wealth, Wealth Management, Wealthy | on 08.25.08 | by | Comments ( 0 )

Family Wealth Management Private Wealth Management for HNW Families Here is a short excerpt from a Malaysian based-newspaper’s recent article on single and multi-family offices: The multi-client family office in the United States is a multi-disciplinary wealth management firm that offers family office services for a number of clients. This is an option that offers […]

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Financial Advisor Marketing

In family offices, Finance, Financial Advisor Marketing, hedge fund, Hedge Funds, investing, Investments, Marketing, Marketing to Financial Advisors, Money, Sales, Selling | on 08.13.08 | by | Comments ( 0 )

Financial Advisor Marketing Financial Advisor vs. Family Office Marketing Today I received this question from a New York based hedge fund marketer. Question:When marketing to financial advisors for your hedge fund, what necessary steps do you need to take dealing with these guys? Is it any different that dealing with family offices? Answer: Marketing to […]

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US Family Offices

In Family Office US, family offices, Finance, investing, investment, Investments, Money, Stocks, Wealth, Wealth Management | on 08.13.08 | by | Comments ( 0 )

Family Offices in America American Family Offices The following is a list of family offices in the United States which have elected to be included within this service provider directory. Please feel free to reach out to the firms below to inquiry about their family office wealth management services. To get a list or database […]

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Family Office Database | Databases of Family Offices

In Family Office Database, Family Office Databases, family offices, Finance, hedge fund, Hedge Funds, investing, Investments, Money, Stocks, Wealth Management | on 08.13.08 | by | Comments ( 0 )

Family Office Database The Family Offices Database is a 700 contact deep Excel-based database of family office wealth managemetn firms which manage over $150B in Assets Under Management (AUM). Please complete the form below and the Managing Director of the Family Offices Group will be in touch shortly, or visit http://FamilyOffices.com Articles Related to Family […]

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Investment Consultants | Consulting Firms

In Consultant, Consultants, family office, family offices, Finance, investment, Investment Consultant, Investment Consultants, Investments, Money, Wealth Management | on 08.12.08 | by | Comments ( 0 )

Investment Consultants Below is where the future listing of investment consultants will be listed who serve the family office industry. If you would like to have your firm listed below please email us at Richard@HedgeFunGroup.org. Tags: Investment Consultant, Investment Consultants, Investment Consulting, Investment Consultancy, Investment Management Consultants, Investment Management Consulting

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Family Office Conference

In family office, Family Office Conference, Family Office Conferences, family offices, Finance, hedge fund, Hedge Funds, investing, investment, Investments, Money, Wealth, Wealth Management | on 08.12.08 | by | Comments ( 0 )

Family Office Conference List of Family Office Conferences Below is where future family office conference events will be announced. If you are in charge of marketing a family office and would like to have yours listed below please email us at Richard@HedgeFundGroup.org. If you are interested in attending a conference please email me as well […]

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Family Offices Europe

In Family Office Europe, family offices, Family Offices Europe, Finance, hedge fund, Hedge Funds, investing, Investments, Money, Stocks, Wealth Management | on 08.12.08 | by | Comments ( 0 )

Family Offices Europe European Family Offices The following is a list of family offices which have elected to be included within this service provider directory. Please feel free to reach out to the firms below to inquiry about their family office wealth management services. To get a list or database of family offices please complete […]

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Family Owned Businesses

In Banks, family office, family offices, Finance, financial planning, HNI, Money, Private Banking, stock market, Trust, UHNW, Wealth, Wealth Management | on 08.03.08 | by | Comments ( 0 )

Family Owned Businesses Challenges of Family Owned Businesses Many wealth individuals or families seek out single and multi-family offices while managing a family business or just after selling one or two family owned businesses. Since this is often the case it might help family office relationship managers to be well experienced or read within the […]

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Family Office Customer Service

In Banking, Banks, family offices, Finance, invest, investing, Investments, Money, Private Banking, wall street, Wealth, Wealth Management | on 07.30.08 | by | Comments ( 0 )

Family Office Customer Service Private Banking & Family Office Customer Service Here is a short video that I found interesting about how Family Offices and private banking groups can improve their customer service. In this video a hotel manager from a prestigious 5 star hotel in Switzerland is interviewed about how to maintain industry-leading high […]

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Certified Hedge Fund Professional (CHP) Designation

In family offices, Finance, hedge fund, Money, prime brokerage, third party marketing, trading, wall street | on 07.21.08 | by | Comments ( 0 )

CHP Designation Certified Hedge Fund Professional (CHP) Designation Last week the Hedge Fund Group (HFG) began to offer the Certified Hedge Fund Professional (CHP) Designation. The CHP Program is a two part designation. Level 1 ensures that participants have mastered a broad foundation of hedge fund industry knowledge across 6 learning modules. Level 2 allows […]

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Family Office Consultants

In family office, family offices, Finance, Money, multi-family offices, Private Banking, single family offices, Trusts, Wealth, Wealth Management | on 07.16.08 | by | Comments ( 0 )

Family Office Consultants Family Office Consultants List While working with family offices and running the Family Offices Group I have met many consultants in the industry. The following is a list of consultants which work with family offices. Riotto-Jones and Company – Riotto-Jones is a leading consulting and search firm with over 26 years of […]

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Online Family Office Resources

In family offices, Finance, Hedge Funds, Investments, Money, Private Banking, Private Wealth Management, Wealth Management | on 06.14.08 | by | Comments ( 0 )

Family Office Resources Online Family Office Resources I just found this great article providing dozens of links out to other family office resources. The resources include articles, associations, family office services descriptions, PowerPoint presentations and research papers. To view this article please click here. If you have additional resources that you would like to see […]

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Family Offices Blog

In family office blog, family office blogs, family office investments, family office wealth management, family offices | on 11.08.07 | by | Comments ( 0 )

Family Offices Blog Welcome to the family offices blog. This blog was created to: Educate high net worth individuals and their families on family office services such as comprehensive wealth and financial management advice. Create an online community for the family office community that is highly monitored for quality but does not cost $10,000. Provide […]

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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