Family Office Video Library

Our team has produced over 1,000 training videos and audio interviews since being founded four years ago.  Many of these videos and expert audio interviews are focused on family office best practices, hedge funds, private equity, financial modeling, and other related topics central to running a family office or working with family offices.

We are now putting together a private family office training portal, and for now we are offering the following videos for you to watch for free:

What is a Family Office?  In this video Richard Wilson explains what a family office wealth management firm is and why they are an important type of wealth management firm. There is a lot of confusion in the industry as to what the term refers to exactly so this video helps clear that up.

Warning Signs to Watch for in Hedge Fund ManagersIn this video recorded in Nice, France Richard Wilson discusses the top warning signs to look out for while examining the businesses of hedge fund managers.  Many fund managers do not invest in their own business much while asking others to invest, in this video you can learn what to look out for to avoid those fund managers who have not done their homework or hard work needed to run a solid fund management business.

Fund Investor Types:  In this video we explain what the different types of investors are by using something called the Investor Pyramid to show how most investors like to select fund managers based on their Assets Under Management also known as AUM.

Family Office Marketing Strategies:  This video was created for multi-family offices who are here on our website looking for help and ideas to help grow their client base.  There are very few resources out in the industry to help with running or improving multi-family office marketing campaigns and this video is part of what we are doing to change that.