Private Banking

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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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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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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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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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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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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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