Download - Family Office Directory
Accessing the Family Office Ecosystem
By Richard C. Wilson
Disclaimer & Limitations
Please do not use any advice within this or any other presentation without first consulting your compliance officer or legal counsel.
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A Preview of Ideas
Part 1: Family Office Overview
7 Family Office Investment Priorities
1. Capital Preservation
2. Growth
3. Privacy
4. Taxes
5. Income ($100M+ Change)
6. Time Commitment
7. Fraud Risk
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1. Operating Businesses (Direct Investing)
2. Real Estate
3. Long Only, Public Market, ETF, Mutual Funds
4. Hedge Funds & CTA Funds
5. Private Equity
Types of Investments
1. Consistency: Stable team, process, and deal types producing current vs. historical returns
2. Authority & Scarcity: Leader & Unique Offering
3. $500M or $1B+ preferred
4. $5B+ sometimes criticized
5. Trust factor is why AUM is so critical for emerging market families
6. The investment process must be understood
Fund Manager Qualification Points
1. Definition
2. Creative Terms
3. Immature Space
4. Very under-the-radar
5. Trust and reputation based
6. Specific to certain industries, and geographies
Examples: $1B Consumer Product, $1B Commodity Families, $12B EU Family, & 5th Generation Textile Family
Co-Investments & Club Deals
Part 2: Accessing Family Offices
My Path to Family Offices
Best Way to Capture HNW Prospects, Don’t.
Disclaimer & Limitations
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Family Offices Group
1. #1 Global Family Office Association with 72,000 Members
2. 1,800 Articles, 275 Videos, 50+ Hours of Audio Interviews, & Millions of Views
3. Face-to-face meetings with over 1,000 family offices in 15 countries
4. #1 bestselling family office book called The Family Office Book: Investing Capital for the Ultra-Affluent
5. Qualified Family Office Professional (QFOP) training program
6. Billionaire Family Office & Single Family Office Advisory Solutions
Our $5M+ Three Step Process
Generic Family Office or HNW Strategies
Tightly Define Your Sandbox
Over Invest in Specialization
Become THE Authority
Maturation= Need for Specialization
Selecting Your Sandbox
1. Geographical, Service, Industry, Asset Level Specialization
2. Germany Family Office in New York
3. 6th Generation SFO now serving two other $1B+ Families interested in more direct investing
4. Billionaire Family Office
My $100,000 Mistakes
Summary of Key Points
1. Capital Preservation is King
2. 3 Step Strategy Define Your Sandbox Over Invest in Specialization Be THE expert in your space
3. Listen & Always Add Genuine Value First
Free Family Office Report
Over 30,000 professionals have downloaded our free PDF Report on family offices.
If you want a free copy just email me at [email protected] or
If you are looking for a family office directory please see http://FamilyOffices.com
Download it for free at http://FamilyOfficeReport.com
Questions?
Richard C. WilsonCEO/Founder
Family Offices [email protected]
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