investing

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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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 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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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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Private Banking and Wealth Management

In Banking, Finance, investing, Investments, Markets, Private Banking, Private Banking and Wealth Management, stock market, Wealth, Wealth Management | on 09.02.08 | by | Comments ( 0 )

Private Banking and Wealth Management Private Banking and Wealth Management Trends Below is a short excerpt from a recent article I wrote for Investopedia on family offices, private banking and wealth management trends:_______________________________ Family offices are private wealth management advisory firms that serve ultra-high-net-worth clients. There are more than 3,500 family offices based in the […]

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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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Weak Dollar

In Dollar, Finance, invest, investing, investment, Investments, Markets, Money, Rates, stock market, US Dollar | on 08.20.08 | by | Comments ( 0 )

Weak Dollar Weak US Dollar – Video Post Here is a quick video on foreign currency exchange, and why a weak US Dollar can benefit some large multi-national corporations. This is a very simple easy to understand video on this issue. – Richard Articles related to Weak Dollar: Investing Book Family Office Services Family Owned […]

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Economic Crisis

In Crisis, Economic Crisis, Economics, Economy, Economy Crisis, Finance, invest, investing, investment, Investments, Money | on 08.19.08 | by | Comments ( 0 )

Economic Crises Economic Crises – Video Post Below is a short video on the economic crises, trends affecting the economy and how the US government recently bailed out Bear Stearns. Much of this talk refers to the need for the economy to pull back in order to grow in a healthy way in the future. […]

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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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Family Office Insurance

In Family Office Insurance, Finance, High Net Worth Insurance, Insurance, Insurance for Family Offices, Insurance for Multi-Family Offices, Insurance Options, Invesments, investing, Money | on 08.12.08 | by | Comments ( 0 )

Family Office Insurance Family Office Insurance Options Below is where the future listing of insurance firms 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. Insurance Firm #1 Insurance Firm #2 Permanent Link: Family Office & HNW InsuranceTags: Family Office […]

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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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Investing Book

In Book, Books, E-Book, Ebook, family office, Finance, Free, hedge fund, Hedge Funds, investing, Investments, Money, wall street, Wealth, Writing | on 08.09.08 | by | Comments ( 0 )

Investing Book Free Investing Book on Hedge Funds Free Investing Book: In addition to this blog on family offices I run a blog on hedge funds. This hedge fund blog contains over 500 articles on the hedge fund industry including hedge fund marketing, due diligence, employment, terms, videos, book reviews strategy definitions and geographical guides. […]

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Financial Wealth Management

In Finance, finances, Financials, investing, investment, Investments, investor, Investors, Markets, Money, stock market, Stock Markets, Trades, trading, Wealth Management | on 08.08.08 | by | Comments ( 0 )

Financial Wealth Management Financial Wealth Management Interview – Steinhardt Here is a short 10 minute interview with Michael Steinhardt from Wisdom Tree Investments. Within this interview he talks about how the stock market from a technical point of view looks poised for a rally yet at the same time shows many signs of a bear […]

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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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Starting a Single Multi Family Office

In Finance, high net worth, how to start a family office, investing, Investments, Private Banking, Wealth Management | on 06.21.08 | by | Comments ( 0 )

Starting a Family office Starting a Single of Multi Family Office I just found this whitepaper on starting a family office. It is a quick read (3-4 pages long) and covers the current state of the family office industry, how much money family offices typically manage and what services that most family office firms currently […]

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Fund of Fund

In family office, Finance, Fund of Fund, Fund of Funds, fund of hedge funds, hedge fund, Hedge Funds, investing, investment, investor, Private Banking, Wealth Management | on 06.20.08 | by | Comments ( 0 )

Fund of Fund Fund of Funds Video Here is a short video on what a fund of fund is and what advantages a fund of funds might have over a single hedge fund investment. – Richard Articles Related to Fund of Funds 1. Philanthropic Giving2. Family Office Services3. Family Office Wealth Management4. Family Office Jobs5. […]

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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