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.

2

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

5

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

13

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 Richard@FamilyOfficesGroup.com 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 GroupRichard@FamilyOfficesGroup.com

Sao Paulo, BrazilPortland, Oregon

New York

Singapore

London

United Airlines

1 Million+ Miles