Theodore serves as Managing Director at Billionaire Family Office and the Family Office Clubassociation. In this capacity, Theodore works directly with private businesses seeking expansion capital, strategic partnerships, or a sale. He maintains an extensive network of private equity and alternative investments firms, with an emphasis on co-investments with family offices and other LPs. At Billionaire Family Office, Theodore focuses on healthcare, hospitality, energy, consumer products, manufacturing and other sectors of particular interest to family offices.
Theodore’s background is in capital raising, business management, and operations. In addition to his work with family offices, Theodore oversees all activities of Wilson Holding Company, a diversified media company that includes Wilson Conferences, Wilson Training, and other operating businesses. He has edited and contributed to many publications and books including The Family Office Book: Investing Capital for the Ultra-Wealthy (Wiley, 2012), The Hedge Fund Book: A Training Manual for Professionals and Capital-Raising Executives (Wiley, 2010), The Visual Guide to Hedge Funds (Bloomberg Financial, 2014), and most recently The Single Family Office (2014).
Theodore has a Bachelor’s Degree from the University of Oregon and holds Series 7 and Series 63 securities licenses. Based in New York City, New York, Theodore is an avid networker and travels frequently to visit clients and host quarterly Family Office Club conferences.