Family Office Club


(305) 503-9077
 http://familyoffices.com
Tiana
4 months ago

The one of Employee Ellie Hojabr I she's unprofessional and rude.
You lost client because for her.

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Edwin
9 months ago

it's good to know such valuable informative and collected information on family office industry which we wont found even on search engine like google and investopedia.
would like to extend my journey for doing master certification as well and your support & service on request mails is wonderful, I really appreciate team on their patience .

Thank you!
padmavathi

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Steve
1 year ago

As a first time attendee of Family Office Club events, I was impressed about the quality of presenters and those in attendance. I am looking forward to attending more of these events in the coming months.

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Donovan
1 year ago

This was my first Family Office Club event. I thought overall it was well organized. Good venue. Well attended – better than I thought. Also, many of the attendees I spoke with were 'regulars' and spoke very highly of the club and its events. That is always good to get unsolicited positive feedback like that. I thought Richard did a really good job of 1) speaking for about 6 hours straight, 2) getting through a lot of material, and 3) politely and diplomatically cutting off a few people whose comments were a total waste of the group's time. Point #3 takes some skill, and I really thought Richard did an admirable job of that, which is not an easy thing to do but distractions in these types of events can de-rail people so it's important.
The content overall was fairly general, but accurate and important. I appreciated the specific examples more than the general ideas, but that may be because I have been in this world for a while so things like 'don't be pushy' go without saying in my mind. Again, I did like the more specific examples of structures and strategies that family offices are doing now – real-time information and real examples are very beneficial. All in all I was glad that I happened to be in NY and could attend this.

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Rachelle
1 year ago

I have been in contact with Richard Wilson and his staff for over a year and a half. I was not able to commit to becoming a charter member for various reasons until last month. While the invitations to join were plentiful, so was their patience and their content.

The only regret I have is that I wasn't able to commit sooner. I think of the deals that I was not able to participate in because I wasn't able to source them properly. It was truly one of those drinking from a firehose summits, but the included materials and networking will make the information easier to absorb and implement.

For anyone sitting on the fence about joining, I give my highest recommendation

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Karissa
1 year ago

Couldn't be more happy with our membership to the Family Office Club. Great events, great information and more importantly, great people!

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Chloe
1 year ago

5 Star organization. I have been in financial services for over 20 years I have been trying to get involved in the family office market for quite some time, but I have never come across and organization that offers the services that Richard Wilson and his team provides. Most of the other family office organizations will sell you a list and you never hear from them again.

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Steven
1 year ago

Single Family Office Club is very thoughtful and Organized. Richard C Wilson is an excellent communicator and thought provoker. I have attended several of his events in the past 12 months and have enjoyed every one.His staff is very helpful and friendly. I can easily recommend participating in any conference that makes sense for a participant. Your time and effort will be well spent.

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Rosemary
1 year ago

The content provided by the Family Office Club is well worth the cost of membership. We found their material extremely helpful in tweaking our presentation to family offices.

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Joel
1 year ago

The event was somewhat missold as there were very few family offices present. The talks were not interesting.

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Jesus
1 year ago

Informative and engaging summit with great opportunities for networking, but in my opinion, it was slightly overcrowded. The sessions overran and lessened the opportunity to connect with some of the speakers.
I would have liked to have seen investors discussing what they have available currently and for which specific sectors.

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Antonia
2 years ago

I was disappointed in the capacity limitations of the main stage, nowhere to sit.

Stage layout was not thought out, one entire third of the room couldn't see the panelists because the podium was blocking their view.

People with questions were not afforded a microphone, so some (notably women, which is essentially doing a disservice to everyone by making them seem meeker then the men for no other reason then not having a loud voice) questions were inaudible to most of the room. Not all moderator's repeated the question, which is a moderator 101 duty in a situation without a wireless microphone for questions.

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Leslie
2 years ago

The focus on direct investing, and the expertise assembled on the topic is what made the event worthwhile. There are lots of places to meet Investment Managers, and every conference has basic back office service providers but hearing from people and firms who can really help with deal sourcing, due diligence and executing on direct deals is highly valuable.

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Ashlie
2 years ago

I find the organization very professional and exceptional. The workshops and events are well run, have great content, and extremely beneficial.

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Mike
2 years ago

would like to see examples as they relate to entrepreneurs using the information provided, in practice, in a general day to day application to increase their business' flow as well as attracting single family offices.

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Amelia
2 years ago

Richard provided a great amount of detailed content in a very conversational way and his keeping on schedule with all of the questions being asked was impressive.

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Brett
2 years ago

I really enjoy every event that I attend, whether a workshop or summit. I continue to pick up useful tools while building relationships. Kudos to Richard and his team.

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Joni
2 years ago

Excellent experience at the Family Office Fundraising Catalyst workshop.

Well organized, concise and actionable information with a healthy dose of 'been there, done that' that really brings the advice home.

Definitely worth the time and money.

I plan to maintain my Charter Membership and attend as many of the events as I scheduling allows.

Need to work on this form though. I answered 5 of 5 on things that I have not yet experienced. Just assuming that they too will be as well crafted as my first experience.

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Jared
2 years ago

After becoming a Charter member over the past several months, I have to give the leadership (Richard Wilson) and his staff nothing but high marks. I have recently, accepted a position as Corporate VP of Finance with a rapidly growing Texas home builder. The tools, training, and networking events have prepared me to meet our capital raise target for this year of $20MM. I am happy to report that through your club, we have met both potential lenders and investors that are interested in our deals. So, thank you and I look forward to a long-standing relationship with the Family Office Club.

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Anne
2 years ago

The Family Office Club summit in Miami is truly SUPER! Humble, intelligent, and direct, allowing all attendees to maximize time and develop relationships that will turn into real deals. Every attendee/panelist/staff member is truly world class.

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Cynthia
2 years ago

Great opportunity to learn from the panels and then go have a face to face conversation with the person/people you wanted to make contact with after panel was over. Another great opportunity was the receptions at the end of the day. We made numerous contacts walking around during those times. These were also times to speak with panelists still there and have follow up conversations.

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Bryan
2 years ago

This is a great network. It would be more helpful if attendee lists could be circulated in advance. It would also help if there were some way to distinguish those attendees with capital from those who are service providers

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Lindsey
2 years ago

I am surprised at the speed that I have been called back and the minor…and I do mean minor issues were resolved…no hassle no fuss just fast, friendly, service and they actually remember your name…and are genuinely happy to speak with you…in this day and age this kind of service is an anomaly.

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Dewayne
2 years ago

It was very good. I think anything in this life can be improved on. I believe the means of identifying 'who is who' and what a 'charter' really mean's as far as; am I an Investor?, an Entrepreneur?, or ? could easily be improved on. Then because after a speaker presents and walks to the side, the games seem to begin, the people line up, wait to grab a card, etc., and could be also be modernized so that everyone has an equal opportunity to to make the best use of everyone's time. I would like to end this review by saying it was a group of very kind and courteous people, that the family office club has drawn together.

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Maurice
2 years ago

This being my first summit I found the quality of the event, speakers, and vendor exhibit excellent. The format of the event allowed the ability to mingle and discuss your specific area interest.

Looking forward to attending a few events throughout 2019.

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