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FAMILY OFFICE MONTHLY April 2017
Upcoming Family Office Conferences in 2017
Capital Raising Bootcamp th elcome to the April edition of Family Office Monthly. We just wrapped up our May 19 2017 Wannual Family Office Real Estate Summit down here in Miami, FL and it was a fantastic event, featuring more family offices on stage (34) than any previous event-except, of Houston, TX course, the annual Family Office Super Summit. We set the bar high for family office www.FamilyOffices.com/Capital conferences and we encourage you to RSVP as a Charter Member in new login platform online at www.FamilyOffices.com/Login to come to our next workshop or the Emerging Manager Summit in June. Emerging Manager
We hope that you'll also join us for our first capital raising bootcamp in Texas on May 19th. Investor Summit For our full list of events we are hosting this year, be sure to visit www.FamilyOffices.com. June 12th 2017 Beyond the events, we hope you access our extensive family office resources such as Family Office Monthly, database solutions, family office training programs, webinars, and more. If you New York, NY would like to learn more about how we can work with you and your family office, please contact our client services team at [email protected] and by phone (305) 503-9077. www.FamilyOffices.com/Emerging Bass Family Lures $20B Saudi Multi- Family Office Endowment Executive Investing £1Billion in Prime Family Office Deal One of Robert Bass's family offices has London Real Estate Flow West landed a new chief investment officer in Sidra Capital, a multi-family office in Saudi Edgar Nehme of KAUST Investment Arabia, is setting up a £1 billion investment th Management Company. Mr. Nehme is program targetting prime central London July 14 2017 joining Oak Hill Capital Partners... Page 3 commercial real estate... Page 8 Video: 30-Min Presentation on San Francisco, CA HOPP Family Office Invests in Raising Capital from Family Customer Data Analytics Co. www.FamilyOffices.com/DealFlowWest Offices I was asked to deliver this presentation on DAH Beteiligungs GmbH has reportedly raising capital from family offices in agreed to invest Rs. 70-crore in Flytxtm, a Singapore and I wanted to share this with you customer data analytics company Reserve your seat today: here... Page 4 headquartered in Amsterdam... Page 10 www.FamilyOffices.com/Reserve
www.FamilyOffices.com E-Mail: Clients@FamilyOffice .com (305) 503-9077
Family Offices Earn Attention of OppenheimerFunds Like many investment advisers, OppenheimerFunds has found that the millennial generation represents a unique challenge to the status quo in wealth management. Many high-net-worth millennials are taking a different approach to managing their money including greater demand for alternative products and an emphasis on impact investing, tax efficiency and other considerations that might not have been the primary concerns of previous generations of HNW and ultra-affluent families. As Barron's has reported this month, OppenheimerFunds is trying to take a more accommodating approach to family offices and HNW individuals to win their business and ultimately their long-term loyalty as clients.
To that end, OppenheimerFunds agreed earlier this year to acquire SNW Asset Management, which specializes in managing high- quality fixed-income portfolios in a tax-efficient way and targets high-net-worth individuals. “It closes a big hole in our offerings for clients who want separate-account capabilities and impact strategies,” Dane says. He has also partnered with Legacy Capitals, a New Hope, Pa.–based family-wealth consultancy that advises billionaire families. Legacy helps train OppenheimerFunds advisors on forging deeper relationships with their clients and their clients’ families, while OppenheimerFunds provides investment products when Legacy needs to expand its investment options and solutions for clients. Dane has been traveling the country this year hosting special workshops for client-facing advisors at private banks, aiming to help train at least 500 top advisor teams to turn one-on-one client relationships into relationships involving the whole family. Enter the recent OppenheimerFunds research. Dane often leads his talks with insights into millennial attitudes. For example, one Western family office took an interest in the research and requested a conversation with Dane’s team. The family needed to make a 5% annual distribution to charities from its family foundation, as required by law, but were concerned that the portfolio made less than 5% in the past year, due to market conditions. Source: http://www.barrons.com/articles/inside-oppenheimerfunds-elite-family-offices-unit-1491624492
May Webinar: The Virtual Family Office
On May 10th the Family Office Club will be hosting You can attend all of our webinars for free as a a live webinar on The Virtual Family Office Charter Member or register to attend here: http://FamilyOffices. com/Webinars In this webinar, Richard C. Wilson, founder of the Members can also access dozens of hours of Family Office Club, will take you inside a family content through our webinar recording library. office wealth management model that has been adopted by some families that prefer a more cost- We’re covering all the important family office issues effective approach to protecting their capital while in Charter Member webinars, our quarterly still receiving a level of customization that the conferences, and through educational resources like family office model offers. Unlike the traditional Family Office Monthly so be sure to receive the latest family office model, virtual family offices are rarely by joining the Family Office Club: http:// discussed in the media or the industry. FamilyOffices.com/Association
2 | Family Office Monthly E-Mail: [email protected] (305) 503-9077
Bass Family Office Lures $20 Billion New Capital Endowment Executive Raising Book One of Robert Bass's family offices has landed a new chief investment officer in Are you looking to raise capital? Richard C. Wilson, Edgar Nehme of KAUST Investment Management Company. Mr. Nehme is founder of the Family Office joining Oak Hill Capital Partners, a middle market private equity firm founded in Club, just released his latest 1986 as the family office for Robert M. Bass. publication The Capital Raising Book: The 5-Step The Bass family is legendary in Texas and beyond as principal investors that System for Raising Capital from Private Investors. have amassed a great fortune starting in 1960 when Perry Richardson Bass and his brothers inherited $11 million from a literal rich (great) uncle Sid W. Richardson and the brothers formed Bass Brothers Enterprises. Perry Richardson Bass's son, Robert M. Bass, went on to form Oak Hill Capital Partners and build a fortune currently estimated to be $5.5 billion.
Mr. Nehme is no stranger to managing a billion dollar portfolio, having previously managed the endowment of King Abdullah University of Science and Technology, which maintains a $20 billion endowment. To download the first four chapters of this book visit: http://CapitalRaising.com/ Edgar Nehme is leaving KAUST Investment Management Company to become chief Book and complete the simple investment officer at a Robert Bass family office, according to a person familiar with his plans. download form to receive the PDF book. Nehme didn't immediately respond to requests for comment. Nor did a representative from Looking to meet family offices Oak Hill Capital Partners, one of Bass' family offices. in person? The Family Office Club hosts many live Bass has a net worth of about $4 billion, according to Forbes, which says he built his fortune conferences throughout the year off an inheritance from his oil tycoon uncle Sid Richardson. Texas billionaire Bass and his in great locations like Miami, family have multiple offices, the best known being Oak Hill, which began investing in 1986. San Francisco, Singapore, and Manhattan. Every month, we He also co-founded Acadia Investment Management in 2013, with Mark Anson. Anson host an exclusive gathering of was CIO of the Bass family office until he left to become CIO of Commonfund, an asset family offices to meet, share manager in Connecticut that assists non-profit organizations in January 2016. experiences, and build relationships. Source: http://www.institutionalinvestor.com/Article/3707530/investors-registered- investment-advisers/kausts-edgar-nehme-said-to-leave-for-a-bass-family- office.html#.WP5O0Yjyu00
Spotlight: Family Offices Avoid Primary Markets At our Real Estate Investors Summit in Miami, we found a far greater appetite If you represent a ultra-high- net-worth family, multi family for investments outside Miami and other primary markets in favor of cities like office or single family office, Nashville, Austin, and Atlanta where cap rates are thought to be more we've love to have you attend or favorable. One panelist captured this point: “We're not really looking at any of even speak at our next the primary markets like Miami where cap rates are so low. We are excited gathering. about tertiary and secondary markets where valuations are more reasonable and To apply for admission as a we feel confident that property values and rents will appreciate.” family office visit: http://FamilyOffices.com/FO
3 | Family Office Monthly E-Mail: Clients@FamilyOffice .com (305) 503-9077
Video: 30 Minute Presentation on Raising Capital from Family Offices I was asked to deliver this presentation on raising capital from family offices in Singapore and I wanted to share this with you here: http://www.FamilyOffices.com/Singapore-Presentation.
Family offices have become one of the more sought-after capital sources because of their flexible mandates, long-term time horizon, and large balance sheets, but there are few resources available if you are looking to learn more about how to raise capital from family offices or develop relationships with these investors. That is one of the reasons I'll be sharing my 5-step System for raising capital in Houston on May 19th if you can make it down for that live workshop: http://FamilyOffices.com/Capital
Richard C. Wilson CEO & Founder Qualified Family Office Professional (QFOP) Family Office Club (305) 503-9077 328 Crandon Blvd. Suite #223 Key Biscayne, Florida 33149 United States http://FamilyOffices.com
4 | Family Office Monthly E-Mail: [email protected] (305) 503-9077 Article: Asian Family Offices Must Structure with Regulations and Specific Family Needs In Mind
The incredible growth of wealth in the Asia over the last two decades has led to the creation of a number of family offices. However, these family offices are rarely structured identically and most family offices in Asia tend to reflect the unique needs of the family. As a recent article noted, there is such a wide variety in the sizes and shapes of Asian family offices that there is a risk that families could fail to structure the family office in a way that satisfied relvant regulations while also suiting the needs of the UHNW family.
Lara Mardell, Head of Private Client and Trusts – Asia, Ogier and Patricia Woo, Counsel, Squire Patton Boggs touched on the challenges in structuring Asian family offices in a recent article in Mondaq. As the author notes and as I detail in my book, How to Start a Family Office: Blueprints for setting up your single family office, family offices will often have multiple entities launched by the family to meet specific needs, such as a LLC for a real estate property, an offshore trust, limited partnerships, etc.
Whatever form the family office takes, the key is to structure it right to suit the particular needs of the ultra-high-net-worth family and meet the relevant regulatory requirements. Some Asian families want to pursue unique strategies to invest in private deals or alternative asset classes. Their family offices would act as manager or advisor to the family's internal funds. The popular tools to organise the family's investment platform include limited partnership, standalone corporate fund, segregated portfolio companies, and unit trusts usually created using offshore laws (mostly Cayman), and occasionally Singapore law.
Although Hong Kong and Singapore are the two prime locations for the Asian super wealthy to set up at least the principle family office, there are not yet explicit "family office" laws and regulations. Regulatory exemptions would be applicable only if the internal funds and the family offices are structured correctly.
A popular tool, which works well as part of a family office type structure, is the private trust company (PTC). A private trust company is essentially a company established to be trustee of a trust, or a group of family trusts, and they are usually created using offshore laws (such as those of Jersey, Guernsey, BVI or Cayman). The key attraction is that the settlor of the trust, and other family members can sit on the board, and where there is a family office this can provide professionals as directors too. Thus the family and individuals of their choice retain control in the structure.
As trustee of the trust the PTC will not only make decisions in respect of who should benefit from the trust and when, but also in investment of the trust fund. Where the trust fund consists of or includes a family company – as it so often does in Asia - A PTC structure provides a way for the company to be held in a trust (with the succession benefits this entails) while the founder, or others of his choosing, retain the power to manage that company.
Source: http://www.mondaq.com/hongkong/x/582890/Trusts/Structuring+it+right+Asian+family +offices
5 | Family Office Monthly E-Mail: Clients@FamilyOffice .com (305) 503-9077
ChicagoINNO Produces Chicago Family Office Index
Finding family offices that invest in your offering is very difficult because many family offices prefer not to have too much information available to the public and family offices often have differing structure such as a holding company, a private investment firm, a family investment firm, or other monikers that make it tough to decipher the company. Fortunately, we have an entire division of the Family Office Club that researches and produces our widely-regarded Family Office Database, the largest database of single and multi family offices available (see page 7 for more details on our offering). But we understand that sometimes you have a very narrow need and that is why we see certain research projects pop up like what Chicago Inno did in their 2017 Family Office Index showcasing 37 Chicago family offices that have made investments in startups over the last four years, we're sharing just a few of those contacts and linking to the full list at the bottom:
7Wire Ventures | Glen Tullman Industry focus: Healthcare Notable investments: Livongo, Zest Health
Agman | Jeff Silverman Industry focus: Real Estate, Hospitality, Finance, and Capital Markets. Notable investments: AngelList, Chicago Athletic Association, DraftKings
Anderson Pacific Corporation | Kenneth D. Anderson Industry focus: Telecommunications, Media and SaaS Notable investments: an Illinois based data center, a fiber optic network, content delivery network, etc
Ashland Capital | Multi-family Industry focus: Industrial Manufacturing & Services, Distribution & Logistics, Business Services Notable investments: Brillcast, Deedos Industries (Michigan-based)
Avocation Investments | Rich Padula & Jeff Kleban Industry focus: B2B technology products and services, focused on Midwest Notable investments: Geofeedia, TurboAppeal, Public Good Software, Shipbob, FourKites
Our goal at the Family Office Club has always been to make the family office industry a more open and transparent place so we encourage this type of independent research. Of course, if you want a more comprehensive list of family offices with multiple contacts and their information visit http:// FamilyOfficeDatabases.com or call (305) 677-3327.
To review the full index visit: http://chicagoinno.streetwise.co/2017/04/12/the-family-office-index-35- chicago-family-offices-investing-in-tech-startups/
6 | Family Office Monthly E-Mail: Clients@FamilyOffice .com (305) 503-9077
ACCESS THOUSANDS OF FAMILY OFFICE RELATIONSHIPS
The team at the Family Office Club has put together a powerful combination of resources for professionals looking to raise capital from institutional and family office investors. The Institutional Capital Raising and Conference Package includes all of our investor databases, as well as access to our quarterly family office networking summits, educational webinars, and 5 professional designation programs offered by the Finance Training Society.
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SINGLE FAMILY OFFICE MANAGEMENT
At Single Family Office Management, we provide hands-on assistance in launching, managing, and improving your single family office.
If you are seeking help forming a single family office or want expert support for your existing family office, visit http://SingleFamilyOffice. com or call (305) 333-1155 to speak with an experienced single family office advisor.
7 | Family Office Monthly potentially higher pay than some investment and finance jobs. It's not just single family offices hiring, many private
3.) Broaden Your Geographic Scope: In most of the financial centers, like London, Manhattan, Chicago, etc. it can be easy to find a number of potential employers in the investment and finance sectors. But even in these top cities it can
(305) 503-9077
Saudi Multi-Family Office Investing £1 Billion in Prime London Real Estate Sidra Capital, a multi-family office in Saudi Arabia, is setting up a £1 billion investment program targetting prime central London commercial real estate, according to Property Week. Sidra Capital is a Shari’ah compliant financial services company located in the Kingdom of Saudi Arabia which, as of October 2016, manages assets in excess of SAR 3.4 billion (just under $1 billion). The family office already owns substantial real estate in London but it appears to be doubling down (or more) on that strategy with this new initiative to acquire even more London real estate. Currently, the multi-family office lists a number of projects in the city, as you can see from the map above. The firm has also expanded its mandate into the U.S. with Amerisource serving as its first foray into the American real estate market. Here's more on the London investment mandate from Property Week:
PW reports that Sidra Capital, a Saudi-based multi-family office, plans to embark on a £1bn investment programme in UK commercial real estate. The new venture, Sidra Capital UK, will target prime office buildings located across the capital from the West End to Canary Wharf. They bought the 71,500 sq ft Kinnaird House building, which spans nine storeys, from German fund manager GLL Real Estate Partners in March last year at a yield of 3.95%.
Source: http://londonplanning.org.uk/lp_news/weekly-news-from-the-central-london-boroughs-28/ Choate Investment Advisors MD Advises Family Offices to Watch the Federal Reserve Family office executive and Forbes columnist Todd Millay advised readers to keep an eye on the Federal Reserve and its monetary policy during the Trump administration:
"However, family office investors know that monetary policy can be even more important as policy transmission is more direct given that central banks can set the price of money. Central bank decisions, especially those of the Federal Reserve (Fed), can lead to sharp moves in prices for equities, bonds and commodities and also create volatility through changes in currency exchange rates. Investors should not be complacent about U.S. monetary policy at present. When assessing monetary policy, family office investors should focus on both policy goals and market expectations for a complete view of the risk."
Source: https://www.forbes.com/sites/toddmillay/2017/04/20/keep-your-eye-on-the-federal- reserve/#7ba611347039 and https://www.choateinvestmentadvisors.com/bios/todd-millay 8 | Family Office Monthly E-Mail: Clients@FamilyOffice .com (305) 503-9077 Pritzker/Vlock Ups Stake in LaunchCapital LaunchCapital, a seed stage venture capital firm has earned an increased investment from the Pritzker/Vlock Family Office. The family office owns and manages a broad portfolio of investments in public equities, consumer, biotech, industrial & medical equipment and technology businesses, several venture funds including LaunchCapital LLC, and real estate. At the Family Offiec Club we've found that family offices are increasingly open to investments in early or venture-stage companies rather than a more traditional portfolio diversified across public equities, bonds, and real estate. That is one of the reasons that we decided to host a gathering of family offices investing in private companies and entrepreneurs in San Francisco on July 14th, Family Office Deal Flow West: http://www.FamilyOffices.com/DealFlowWest
Based on 200+ investments across industries and locations, LaunchCapital has affirmed its belief that the combination of mentorship, insights from experienced leadership, and access to networks and capital help entrepreneurs build the future. Doubling down on this insight, LaunchCapital is announcing an increased investment in seed stage financing and 5 new hires to broaden the firm’s footprint and provide additional support to its portfolio companies.
Elon Boms, Co-Founder of LaunchCapital, said: “I’m very proud of what we’ve accomplished in the last 9 years and I’m extremely excited about our next chapter. We’re adding tremendous talent to the team that will help accelerate the success of our companies.”
Cliff Sirlin, Managing Director, said: “I’ve been an entrepreneur my whole life, as well as an angel investor. Now I get to put my operational experience to work supporting new ventures while leading a highly qualified team with an impressive track record, plus the meaningful commitment of Michael, Karen and Elon.”
LaunchCapital and the Pritzker/Vlock Family Office investments include Snap, Spotify, tripping.com, Gelesis, Pico Trading, Localytics, EAT Club, Parsagen Diagnostics, Mayvenn, Life360, YourMechanic, ShopTalk, EquityZen, Impact Health, Distributed, REsurety, Freight Farms, Minibar, Worklete, Karmic Labs, Seven Oaks Biosystems, Zagster, Promoboxx, and many more across diverse industries.
Source: http://finance.yahoo.com/news/pritzker-vlock-family-office-co-130500456.html LATEST PODCAST EPISODE: Radio Show Interview on Family Offices and Capital Raising Family Office Club founder Richard C. Wilson recently joined The Best of Investing Radio Show and did an interview on Family Offices and Capital Raising.
Here is the talk recorded as an episode of the Family Office Podcast: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2#
Be sure to subscribe to the Family Office Podcast for more lessons on working with family offices: http://FamilyOfficePodcast.com E-Mail: Clients@FamilyOffice .com (305) 503-9077
HOPP Family Office Invests in Customer Data Co. DAH Beteiligungs GmbH has reportedly agreed to invest Rs. 70- crore in Flytxtm, a customer data analytics company headquartered in Amsterdam. DAH Beteiligungs is connected with the HOPP family office which serves Dietmar Hopp, one of the founders of German software company SAP. Mr. Hopp's fortune is estimated to be $6.3 billion.
Founder Vinod Vasudevan reportedly plans to use the injection of capital to fulfill its order book of over Rs. 500 crore. The company offers an enterprise customer data analytics prodcut that manages and analyzes huge volumes of customer data and interprets how to best use that data in various businesses including more than 50 telecom companies that use Flytxt.
A couple of years ago, family offices of the global mass media major Bertelsmann and the Dutch royals had invested a similar amount in the Netherlands-headquartered Flytxt. It has a development centre at Technopark here...
...The Hopp family investment will help the company serve customers more efficiently as well as invest in R&D, and grow faster through cloud offerings and channel partnerships, Vasudevan hoped.
Source: http://www.thehindubusinessline.com/info-tech/family-office-of-sap-cofounder-invests-rs-70-cr-in-flytxt/article9664355.ece 6 Ways to Sign Contracts with Billionaires I recorded this 5-minute video while I was in India delivering a talk on the family office industry. In the video, I explain the 6 ways that I have been able to earn the trust of billionaire families and sign contracts with these clients.
10 | Family Office Monthly E-Mail: Clients@FamilyOffice .com (305) 503-9077 Four Job Openings with $1 Billion+ Family Offices in New York and Boston
I wanted to introduce myself as the President of our Family Office Executive Search firm. Family Office Executive Search is a recruiting firm that engages with single and multi-family offices to help them find talent for their teams. This month we have signed two new engagements to fill four job openings, for a $10B+ multi-family office in New York and a $1B+ family office in Boston. You can see these positions available on http://FamilyOfficeJobs.com and here are direct links to the position descriptions in case you want to send in your resume and apply to be considered for them:
1) Family Office Executive Leader Opportunity: http://FamilyOfficeJobs.com/Executive-Leadership-Position
2) Investment Advisor Associate Opportunity: http://FamilyOfficeJobs.com/Investment-Advisor-Associate
3) Wealth Planning Associate Opportunity: http://FamilyOfficeJobs.com/Wealth-Planning-Associate
4) Investment Analyst Opportunity: http://FamilyOfficeJobs.com/Family-Office-Investment-Analyst
5) Family Office Executive: http://FamilyOfficeJobs.com/Family-Office-Executive If you are interested in these positions, the first step would be to complete the application form at the bottom of any of the open position links in this email; if we see a relatively good match we will get in touch. Since we have had 900 resumes submitted to-date in the last year for positions we have helped fill, we cannot respond to everyone. But even if there is not an immediate fit, we will do our best to keep in touch and retain your resume on file for future family office mandates.
Of course if you run a single or multi-family office and you would like to access our talent pool of over 100,000 family office professionals that are in our database globally you can contact me regarding that as well - we are a fast moving team and we would be happy to discuss how to work together.
Thank you for keeping us in mind here and please check http://FamilyOfficeJobs.com in the future for new positions being posted.
Terry Terry Penn (407) 369-9130 President Family Office Executive Search [email protected] 328 Crandon Blvd. Suite #223 Key Biscayne, Florida 33149 http://FamilyOfficeJobs.com Want to hear about jobs before other candidates? Sign up to receive family office job alerts by entering your e-mail address on this form: www.FamilyOfficeJobs.com/Alerts
11| Family Office Monthly www.MultifamilyLendingPartners.com (305) 677-3338 MULTIFAMILY LENDING PARTNERS
Connecting Multifamily Owners with Institutional Lending Partners [email protected] Call for a Quote: (305) 677-3338
Multifamily Lending Partners works on your behalf to find the best available financing and help you save money. Our top- ranked lenders compete to offer the best rate to re-finance your existing properties or fund your next acquisition.
Contact us today to discuss your financing needs
Theodore O'Brien Richard C. Wilson Managing Partner Founder & CEO Multifamily Lending Partners Multifamily Lending Partners (305) 677-3338 The Family Office Club [email protected] (305) 677-3338 328 Crandon Blvd., Suite #223 328 Crandon Blvd., Suite #223 Key Biscayne, FL 33149 Key Biscayne, FL 33149 www.MultifamilyLendingPartners.com www.MultifamilyLendingPartners.com E-Mail: Clients@FamilyOffice .com (305) 503-9077
Single Family Office and Wealth Manager Combine We have seen a lot of consolidation in the wealth management space, as firms look to increase efficiencies, acquire complimentary investment services, and ultimately carve out a greater slice of the UHNW and HNW client pool. Massey Quick & Co. and William E. Simon & Sons have decided to combine to form Massey Quick Simon & Co. Massey Quick already served family offices and provided investment services including some members of the Quick family but now the combined firm will control an impressive $2.65 billion in assets.
Massey Quick, a wealth management and investment consulting firm based in Morristown, N.J., and William E. Simon & Sons, a single family office in Los Angeles, will form Massey Quick Simon & Co. LLC.
Founded in 1988, by the late William E. Simon, former U.S. Secretary of the Treasury, the Simon firm is now led by William Simon’s sons, Peter Simon and William E. Simon Jr. Since its inception, the firm has overseen all aspects of the financial affairs for the Simon family and its heirs through a suite of family office services.
After becoming a partner at Salomon Brothers and serving as Treasury Secretary, William Simon Sr. formed Wesray, one of the early leveraged buyout firms, and did several successful LBOs in the 1980s, including Gibson Greetings.
Wall Street veterans Stewart Massey and Les Quick founded Massey Quick in 2004. Its clients include some members of the Quick family who built Quick & Reilly, the discount brokerage firm. Today, Massey Quick employs 28 people and delivers financial planning and investment advice to high-net-worth families, endowments and foundations.
Source: http://www.fa-mag.com/news/new-firm--massey-quick- simon---co--launched-32392.html
14 | Family Office Monthly Over 1,500 Registered Family Offices with $1 Trillion+ in Assets
The Family Office Club is the largest association of family offices with a decade-long track record of fostering a valuable peer network. Our practice areas include: building and operating single family offices, hosting the industry’s best events and serving as a valuable educational resource to a select number of members of the family office community. Club members enjoy a dozen family office conferences throughout the year, exclusive investor data solutions and family office training resources.
The Family Office Club is the #1 provider of best practices for ultra-wealthy families and those advisors and investment managers who serve them. We have the bestselling book, most downloaded podcast, top conference series and most visited website in the industry (FamilyOffices.com).
How to Leverage the Family Office Club
We own several businesses which provide benefits to Charter Members: ❖ Single Family Office Formation, Formalization & Management ❖ Capital Raising Road Show & Investor Relations Support Solutions ❖ Family Office Executive Search & Accredited Training Courses ❖ Portfolio Financing for Commercial Real Estate Investors ❖ Family Office & Institutional Investor Lead Directories
Over the last 10 years we have established the Family Office Club as the premier community in the industry. There are many ways we can partner to promote business by leveraging our community and media platform. To be directed to the appropriate division please email [email protected]
Bestselling Books & Events:
Family Office Club| (305) 333-1155 | 328 Crandon Blvd. Suite #223 Key Biscayne, Florida 33149 | [email protected]