family office directory - what is driving family office industry growth?
DESCRIPTION
To understand the family office industry and in order to build relationships with family offices of many types it is important to understand what is making the industry larger every day. If you are looking to partner with family offices you have to meet their demands, solve problems for them, and be an answer to a question they have. If you are using a family office directory to help navigate the space these 4 core drivers are important to understand.TRANSCRIPT
4 Core Drivers of Family Office Industry Growth
By Richard C. WilsonFounder & CEOFamily Offices Group
By Richard C. WilsonCEO & FounderFamily Offices [email protected]
Disclaimer
The content contained in this presentation is provided for informational and educational purposes only, is not intended as an offer or solicitation for the purchase or sale of a financial instrument or securities and should not be relied upon as an investment recommendation or advice. No representations or warranties are made as to the accuracy, completeness or timeliness of the information. The information is not intended to provide legal, tax or accounting advice. Use of any information, materials, and opinions given or discussed is at the Listener’s own risk. Listeners are encouraged to discuss the information with any legal, accounting or other professional deemed necessary to understand the risks and uncertainties implicit in investing.
Our Brands
My Family Office Expertise
Family Offices Group: I run the 49,000 member family office industry association, have spoken at 50 events in 20 different countries around the world, and I have met with over 1,000 family offices in person.
*Free Family Office Report: To get our free report on family offices please visit: www.FamilyOfficesGroup.com
Bestselling Books: “The Family Office Book: Investing Capital for the Ultra-Affluent” and “The Hedge Fund Book: A Training Manual for Professionals and Capital Raising Executives”
Richard Wilson Capital Partners: I currently help provide institutional quality, best of breed fund managers to single and multi-family offices. I do this by only representing $300M+ fund managers who fit my criteria that I have found family offices prefer.
Securities offered through RiverRock Securities LLC 3200 Southwest Freeway Suite 2120 Houston, TX
1. Multi-Family Offices Lowering Minimums
2. Wealth Management Firms Raising Minimums
3. Raise in Global Wealth & Awareness
4. Releasing The Handcuffs
The 4 Core Drivers of The Family Office Industry
What
Why?• Economy• Compliance Costs on the Rise• Scarce Talent Requires More Resources
#1 Multi-Family Offices Lowering Minimums
What
Why?• More Profitable Focus (Grass is
Greener)• Gray area / Marketplace Gap• Growing Demand• HNW experience provides confidence• Outsourced MFO Model
#2 Wealth Management Firms Raising Minimums
Global Wealth Growth
Global Family Office Industry Awareness
Examples: Brazil, Singapore, Indonesia, NJ
#3 Raising Global Wealth & Awareness
#4 Releasing the Handcuffs
What:
Why?
1. One Lead Client2. Tied to Platforms3. Too Slow4. Poor Fund Manager Research5. No Global Reach6. Restriction on Service Providers
Thriving Globally
• M & A Activity
• Continued Growth
• Hedge Fund Industry Parallel
Family Office Hot Spots• Switzerland • Singapore• Monaco• Hong Kong• London• Luxembourg
Questions?
Richard C. WilsonFamily Offices Group
Sao Paulo, BrazilPortland, Oregon