The largest association in the family office wealth management industry with 100,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors. To learn more about the Family Office Club and how to work together please see our Infographic PDF
Advisor to Ultra-Wealthy Families & Family Offices
Through our Centimillionaire Advisors, LLC division 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 250 conferences in over 14 countries around the world. Learn more at www.Centimillionaires.com
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 3 full-time 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.
Our Growing Team
Our team of 18 professionals have deep experience in helping setup family offices, running live events, capital raising, investor relations, pitch deck design, and website/technology implementation. Our headquarters are on the island of Key Biscayne, Florida about 10 minutes from downtown Miami, 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 family offices.
To learn more about family offices please explore our website, watch our videos, read our family office guide, 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.
Founder & CEO of Family Office Club
Richard is the CEO of Centimillinoaire Advisors, LLC providing performance-based family office solutions for $100M+ net worth families. He is also the founder and head of the Family Office Club, the largest community of registered family offices globally with over 1,750 private investor members. In addition to having 6,500 participants attend 25 live conferences hosted per year, various divisions of the Family Office Club include PitchDecks.com, investment certification programs, & investor directories. Richard has spoken over 250 times in 14 different countries at industry conferences. He also has the #1 bestselling book, most listened to a podcast, and most visited website in the family office industry. Richard shares insights from his work with clients through his publications, he has written the first book on single-family offices, and the only books written on both how to start a family office, and on centimillionaire investments. Richard has an undergraduate degree in business, an M.B.A., and has studied post masters psychology through Harvard University’s ALM Division. Richard resides on the island of Key Biscayne, Florida with his wife and three daughters.
Adriana Tassini has taken on a leadership role as Vice President of the Family Office Club. Since then, she’s been helping coordinate events, oversees critical projects and help with the recruitment of any new talent to the team. As Co-Founder Of our training division, Adriana helps run operations, coordinate between the various business divisions and terms both internally and externally, and help provide a strategic framework for execution of client work within both Centimillionaire Advisors, LLC and the Family Office Club. Her work helps drive forward client initiatives, tactical projects for the company, and holistic management of client portfolios and projects. Adriana has been with the company for over ten years; she is a Harvard University Alum with a focus on International Relations.
Strategic Partnership Director
Ellie Hojabri is the Strategic Partnership Director for the Family Office Club and Wilson Holding Company. She is an accomplished professional with diverse experience across multiple industries. She is well known for her intuitive and calculative guidance, her persistence, as well as her notable negotiation skills. A valued addition to the Family Office Club that has been instrumental in providing insights essential to recognizing, developing, enhancing and maintaining long-lasting partnerships with an impressive array of clients including family offices, high-net-worth individuals, entrepreneurial ventures, privately held and publicly traded companies across a variety of industries.
Ellie’s much time spent abroad, especially in the Middle East and the United Kingdom, has contributed to her being well-rounded and sensitive to the needs of her valued international clients. Ellie practices discretion and, more importantly, respects and is respected by everyone she meets.
Andres Ospina serves as Charter Membership Representative at the Family Office Club and Wilson Holding Company. Andres will be one of your contacts at the Family Office Club for any charter membership related questions, where he works hard to constantly improve the client experience, and maintain our high-quality standards.
Andres joined our team with an extensive background in conference and membership sales. He gained his Bachelor’s degree from Bridgeport University in Business Management.
Daphny serves as Charter Membership Representative for the Family Office Club. His 15-years background in business, training, leadership, management, and development expand multiple arenas. Daphny will likely be your point of contact for any Charter membership registration or information.
Daphny serves as a liaison for Charter members and Family Office Club. Prior to joining The Miami Family Office, Daphny worked as a consultant and marketing strategist for the Hedge Fund Group and the Private Equity Investment Group. He was the former Director of Finance Training Society and Business Training Institute.
Luis Escobar serves as Chief Technical Officer at the Family Office Club and Wilson Holding Company. Luis will be your contact at the Family Office Club for any web and technology business-related questions, where he works hard to constantly improve how online businesses go from concept to realization.
Luis joined our team with an extensive background in web & mobile native app development, creative direction, user experience/interface design, digital product development, open source technologies, direct-response marketing, social media, and e-commerce business strategy. His approach to all projects begins with aesthetics. Encapsulating the viewers highest perceived value in an actionable design experience is a key aspect of his work. Creating innovative websites and profitable direct-response marketing strategies will be the backbone of his process when it comes to the design and development of your online business.
Jennifer Velasquez serves as Charter Membership Representative at the Family Office Club and Wilson Holding Company. Jennifer will most likely be one of the contacts at the Family Office Club for any charter membership related questions, where she works hard to constantly improve the client experience, and maintain our high-quality standards.
Jennifer joined our team with an extensive background in customer service for pensions and real estate closings. She gained her Bachelor’s degree from Florida International University in Political Science and a minor International Relations
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.
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.