About Us

Family Office Club
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
THE FAMILY OFFICE
SUPER SUMMIT
[10th Annual]
Fort Lauderdale, FL
December 5th-7th, 2023
Private Investor
Mastermind
[Direct Investment Upgrade}
Fort Lauderdale, FL
January 26th, 2024
THE BEVERLY HILLS
SUPER SUMMIT
[#1 Ultra-Weathly Event in CA]
Beverly Hills, CA
March 5th-6th, 2024
New York City
Super Summit
[#1 Ultra-Weathly Event in NYC]
New York City, NY
May 7th-9th, 2024
SINGLE FAMILY OFFICE
SUPER SUMMIT
[Network in NYC]
New York City, NY
October 3rd-4th, 2024
THE FAMILY OFFICE
SUPER SUMMIT
[10th Annual]
Fort Lauderdale, FL
December 5th-7th, 2023
THE BEVERLY HILLS
SUPER SUMMIT
[#1 Ultra-Weathly Event in CA]
Beverly Hills, CA
March 5th-6th, 2024
New York City
Super Summit
[#1 Ultra-Weathly Event in NYC]
New York City, NY
May 7th-9th, 2024
SINGLE FAMILY OFFICE
SUPER SUMMIT
[Network in NYC]
New York City, NY
October 3rd-4th, 2024
Our Growing Team
Richard C. Wilson
Founder
& CEO
Adriana Tassini
Vice
President
Ellie Hojabri
Strategic Partnership
Director
Andres Ospina
Managing
Director
Andres Ospina
Director of
Investor Databases
Jennifer Velasquez
Director of
Member Relations
Kevin Coulston
Digital Media Director
& CTO
Vanessa Casal
Event and Operations
Director
Rachael Merkel
Event
Director
Holly Caliendo
Senior Director of
Charter Membership
Laura Clay
Head of Investor
Club Relations
Charles B. Wilson
Director of Association Resources
Jimmy Egas
Director of Charter Membership
John Milanovich
Director of Charter Membership
Jenn Meyers
Investment and Opertations Manager
Tabatha East
Investment
Project Manager
Valeria Buitrago
Marketing
Director
Carlos Torres
Digital Media
Designer
Daryl Kate Dizon
Social Media
Manager
Rafael Tassini
Family Office
Research Associate
How the Family Office Club Can Help
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
Industry Data and Analysis
We employ 8 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.
Thought Leadership
Family Office Club CEO Richard C. Wilson recently published his latest book, The Single Family Office: Creating, Operating & Investing, & Managing Investments of a Single Family Office. To download this book for free please join over 25,000 others in completing this form. Richard is also the author of a book on capital raising, and for ultra-wealthy families at the $100M+ level a book on how to manage and protect their wealth. We maintain the #1 most visited web property on family offices (FamilyOffices.com), have the #1 most downloaded podcast on family offices, and have published more than 2,250 articles, whitepapers, video recordings, and audio interviews to date.
Masterminds and Summits
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.