Family Office Due Diligence Video

Video Summary: In the following video, Richard Wilson discusses family office due diligence and things to consider when considering a family office wealth management firm.

The Family Offices Group is a hub for family office training, webinars, videos, whitepapers, conferences, reports, definitions, FAQs, regional guides, and published books.  Our association is growing daily, if you would like to join you may do so here.

To learn more about the Family Offices Group and how you can work with Richard and our team please click here.

Welcome! My name is Richard C. Wilson and I run the Family Offices Group, the #1 largest association in the family office industry with 61,000 global members. We offer networking, live training workshops, a bestselling book, a monthly newsletter, and a 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.

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The Family Offices Group was founded six years ago and since has grown to be the largest association in the industry providing training, industry reports, and services to over 1,000 family offices around the globe.

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Our team provides a family office training platform, association, monthly newsletter, and a book published by Wiley & Sons to help you and your team learn more about family office fundamentals, investment models, and best practices.

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