The Family Office Club is the largest association in the family office wealth management industry with 90,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, find talent for their team, explore co-investment opportunities, and emulate best practices of $1B+ seasoned veterans of the space. Our global team of thirty professionals are dedicated to expanding and improving our training and research efforts.
Phone: (305) 503-9077
Fax: : (480) 772-4041
Office Hours: 8:45AM – 5:00PM EST
South American Office
How the Family Office Club Can Help
Advisor to Ultra-Wealthy Families & Family Offices: We work with ultra-wealthy families helping them start their family offices, invest and protect their assets. We are dedicated to democratizing the family office industry, making it easier for anyone to learn the fundamentals of the industry. Richard has met with over 1,000 family offices in 23 countries and shared his family office insights and case studies at over 100 conferences in over 12 countries around the world. Most of our direct work with family offices is through our Billionaire Family Office and Family Office Executive Search divisions.
Workshops and Conferences: In addition to our significant web presence, the Family Office Club hosts a number of events each year where members can gather to network and learn from other family offices. We invite top speakers and family office executives to act as trainers in our intimate, full-day workshops. To view a schedule of our networking events and workshops, see our events section.
Industry Data and Analysis: We employ a number of talented researchers and analysts to study the industry and produce valuable resources like regional reports, family office database, or compensation surveys. For example, Bloomberg News has frequently relied on our research in their family office industry reporting. If you would like to commission research from the Family Office Club team or view our existing products, please let us know how we can help.
We are on TV: Recently, you may have seen our founder Richard Wilson on TV being interviewed on the Brian Tracy Show about the global training programs our team offers.
Our Global Team
Our team of professionals has over 25 years of experience in capital raising, marketing, client services and research. Our headquarters are in Key Biscayne, Florida but we have a global reach and you will often see our team members speaking at conferences and events across the globe. At the Family Office Club, we recognize that while a large portion of the industry is located in the United States, there are thousands of family offices around the world. We frequently travel to places like Singapore, Monaco and Sao Paolo to meet and work with local family offices.
To learn more about family offices please explore our website, watch our videos, read our report, explore our regional profiles, learn about our family office training, or reach out to us via the contact details directly above. We are always looking to help family offices gain access to the resources they need to manage and grow their organization.
Richard C. Wilson: Founder and CEO
Richard C. Wilson helps $100M+ net worth families create and manage their single family offices and currently manages 14 clients including mandates with three billionaire families and as the CEO of a $500M+ single family office and Head of Direct Investments for another with $200M+ in assets. Richard is also the founder of the Family Office Club, the largest membership-based family office association (FamilyOffices.com), along with equity holdings in the training, single family office management (SingleFamilyOffices.com), investment conference, search, data research, physical bullion, private equity (PrivatEquity.com), food, and energy industries which do over $10M a year in combined revenue.
Through operating the Family Office Club Association Richard has created the first platform business focused on the family office industry. He has spoken at over 150 conferences in 17 countries, has the #1 bestselling book in the family office industry, The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office and a recently released book called How to Start a Family Office: Blueprints for Setting Up Your Single Family Office. Richard has his undergraduate degree from Oregon State University, his M.B.A. from University of Portland, and has studied master’s level psychology through Harvard’s ALM program while previously residing in Boston. Richard currently resides 10 minutes from downtown Miami on the island of Key Biscayne, Florida with his wife and two daughters.
Theodore O’Brien: Managing Director
Theodore O’Brien serves as Managing Director at the Family Office Club. At the Family Office Club, Theo is in charge of developing and delivering our family office training services, the family office newsletter, and other resources to family offices.
Theo brings to the team several years of experience in alternative investments, business strategy and marketing. He is widely-recognized for his extensive research and writing on private equity and hedge funds which includes the production of hundreds of articles, interviews, books and video modules. Prior to joining The Miami Family Office, Theo worked as a consultant and marketing strategist for the Hedge Fund Group and the Private Equity Investment Group.
Sophia Akōm: Head of Charter Membership
Sophia Akōm serves as Head of Charter Membership at the Family Office Club. Her 10+year background in business development, brand management and marketing spans multiple verticals. She has honed her expertise in the fields of technology, big data analytics, banking and real estate.
Sophia develops programs and initiatives designed to strengthen and grow the Family Office Club while ensuring its members are strategically positioned to leverage the network for maximum effect.
Terry Penn: CEO of Family Office Executive Search
Terry Penn: As Managing Director of Family Office Executive Search Terry brings 15+ years of confidential Executive Search in the Property and Casualty, Financial Services, Banking, Real Estate and Real Estate Finance industries at all levels. Additional search experience for his clients include key positions in fraud, risk, IT, security and loss prevention. Terry is now head of Family Office Executive Search and oversees all strategy, mandates, and relationship within this areaof the business. Family Office Executive Search is part of the Family Office Club association, the #1 largest community of family office professionals globally with quarterly 400-1,000 person live events and many other resources.
Alissa Bennett: Managing Director of Conferences
Alissa serves as the Conference Director for all of the Family Office Club’s conferences. Alissa ensures that the speakers on stage at our events have an excellent experience and that the content is well prepared and well received by our attendees. In addition to managing the speakers, Alissa helps coordinate all facets of our conferences from the venue selection to the planning and execution of each event. Finally, Alissa oversees all event sponsorships, working with our industry partners to ensure that their event experience exceeds their expectations.
Alissa joined the team in 2014 and her prior experience managing energy industry conferences has been a valuable addition to our conference division. Alissa’s background is in business and marketing and she holds a Bachelor’s from Oregon State University.
Douglas Scott: Family Office Database Director
Douglas Scott serves as Director at the Family Office Club and Wilson Holding Company. Doug will most likely be your first point of contact at the Family Office Club, where he works hard to constantly improve the client experience, and maintain our high quality standards. Doug operates our Portland, Oregon offices where he is in charge of daily operations, the operational team, and conference management aspects of our business.
Currently, Doug is helping us release a new book on family offices, and has been involved in the rapid expansion of our Wilson Conferences and Training divisions as well.
Rafael Tassini: Family Office Research Associate
Rafael Tassini is one of our Family Office Research Associates. Rafael has been conducting research for the Family Office Club and related work for years. Rafael is trained in research, analysis and capital raising and continues to help our team improve our products and services each year.
Rafael is always creating and researching new areas of the family office and wealth management space. Rafael holds a Bachelor’s Degree in International Business and Business from Universidade Paulista.
Charles B Wilson: Director of Association Resources
Charles B. Wilson helps develop many of the Family Office Club resources from audio interviews to training materials and video content. Charles produces and edits the training videos, video recordings of team member speeches at conferences, audio interviews and other family office resources. Charles has spent time recently helping us produce new family office training resources and improving the overall experience at the Family Office Club website.
Adriana Albuquerque: Client Services Specialist
Adriana Albuquerque is responsible for assisting Family Office Club clients and helps with on-site coordination of our workshops and events. Adriana works to assure that our clients are satisfied and that we are always finding new ways to deliver value to our clients. She also assists Rafael with his ongoing research on the family office industry. Adriana obtained her Bacherlor’s Degree from Harvard University.
David Becker: Portfolio Management Consultant
David Becker is an expert in portfolio and risk management, and is well adept in his knowledge of financial derivatives. With his extensive experience in these areas, David has been instrumental in the creation of our training platform and the continual development of educational resources for family offices.
Mr. Becker has an 18 year track record of creating and initiating successful investment ideas.
During his professional career, David has worked for 2 investment banks, which include Morgan Stanley and Smith Barney, trading equities, debt derivatives, commodities and foreign exchange. David has in-depth knowledge of many trading strategies that lead to successful short and long term returns.
Harvey Abrams: Family Office Advisor
Harvey Abrams is an experienced family office and investment manager who contributes a wealth of family office knowledge and experience to help improve our Qualified Family Office Professional (QFOP) training program and inform our content and materials. Most recently, Mr. Abrams served as Executive Vice President of Securities Associates, Inc.
In this position, he performed a variety of functions for the family office and RIA firm including CFO, COO and Chief Compliance Officer. He has served on the investment committee for a family office and has first-hand experience in the issues facing a family office such as managing an in-house accounting team, maintaining relationships with various third parties such as brokers, bankers, custodians, tax and trusts and estates consultants.
Prior to serving as a family office executive, Mr. Abrams was President, CFO and COO for The Center For Humanities, Inc. and Assistant Controller and Budget Director at Parents Magazine Enterprises. Mr. Abrams graduated from City University of New York-Baruch College with a BBA in Accounting with honors.
Aldo S. Rabih, CPA: Due Diligence and Risk Consultant
Aldo S. Rabih is a Senior manager in New York working on reinsurance technical issues and derivative credit valuations. As a consultant, Aldo helps the Family Office Club by further informing our coverage of due diligence, risk management and other important areas for family offices and wealth managers.
Aldo gained over ten years experience dedicated to serving financial services entities (mainly hedge funds and private equity entities) and over four years of diversified experience in other industries and capital markets, both at Metlife as well as from other big four public accounting firms. Aldo has also spent two years as an independent risk consultant with a focus on internal controls and due diligence for fund of funds as well as reviewing transparency standards for fund of hedge funds.
David Roes, CFA: Advisory Board Member
David Roes is the Chief Executive Officer of ASEAN Investment Advisors Pte Ltd, a fund management company based in Singapore. He is a co-founder and director of its hallmark fund, ASEAN Small Cap Fund, launched in 2005. David worked for KeyCorp and Kemper Securities in New York from 1988 until he arrived in Indonesia in July of 1997, at the onset of the financial crisis.
He worked through the following turbulent years, remaining in Southeast Asia and pursuing his interests in the financial markets. He has gained significant experience in Asian emerging markets working in financial advisory roles on many projects throughout the region. David is a graduate of Cornell University and has been active in the financial industry for more than two decades, with experience in commercial banking, investment banking, strategic asset allocation and portfolio advisory services.
Aditya Gadge: Advisory Board Member
Aditya is the Chief Executive Officer of Association of International Wealth Management India (AIWM India). AIWM India primarily focuses on broader and strategic role of developing a more robust and forward-looking training infrastructure for private banking and wealth management sector and to promote more active industry involvement and collaboration in training and continuing education matters.
Aditya earned his Masters in Personnel Management and Masters in Economics, and is a Certified Financial Planner. He is currently pursuing the CIWM certification. A prolific writer, he regularly contributes to various business, financial, and education publications. He is also a member of the editorial board of IndiaWealthReport.com, and a member of the illustrious jury for the prestigious WealthBriefing Asia Awards 2013.