We have created a high quality family office directory, and since 2007 we have been improving it every month with our global data team. If you are to build relationships with family offices however you need to know what they want, how to approach them, and how to get them to come towards you and be receptive of your ideas when you meet with them. Learn about all of this from this PowerPoint overview of strategies you can use while leveraging a family office directory.

1. Accessing the Family Office Ecosystem
By Richard C. Wilson

2. Disclaimer & Limitations
Please do not use any advice within this or any other
presentation without first consulting your
compliance officer or legal counsel.
2

3. A Preview of Ideas

4. Part 1: Family Office Overview

5. 7 Family Office Investment Priorities
1.
Capital Preservation
2.
Growth
3.
Privacy
4.
Taxes
5.
Income ($100M+ Change)
6.
Time Commitment
7.
Fraud Risk
5

6. Types of Investments
1.
Operating Businesses (Direct Investing)
2.
Real Estate
3.
Long Only, Public Market, ETF, Mutual Funds
4.
Hedge Funds & CTA Funds
5.
Private Equity

7. Fund Manager Qualification Points
1.
Consistency: Stable team, process, and
deal types producing current vs.
historical returns
2.
Authority & Scarcity: Leader & Unique
Offering
3.
$500M or $1B+ preferred
4.
$5B+ sometimes criticized
5.
Trust factor is why AUM is so critical for
emerging market families
6.
The investment process must be
understood

9. Co-Investments & Club Deals
1.
Definition
2.
Creative Terms
3.
Immature Space
4.
Very under-the-radar
5.
Trust and reputation based
6.
Specific to certain industries, and
geographies
Examples: $1B Consumer Product, $1B
Commodity Families, $12B EU Family, & 5th
Generation Textile Family

10. Part 2: Accessing Family Offices

11. My Path to Family Offices

12. Best Way to Capture HNW Prospects, Don’t.

13. Disclaimer & Limitations
Family Offices Group
1.
#1 Global Family Office Association with
72,000 Members
2.
1,800 Articles, 275 Videos, 50+ Hours of Audio
Interviews, & Millions of Views
3.
Face-to-face meetings with over 1,000 family
offices in 15 countries
4.
#1 bestselling family office book called The
Family Office Book: Investing Capital for the
Ultra-Affluent
5.
Qualified Family Office Professional (QFOP)
training program
6.
Billionaire Family Office & Single Family Office
Advisory Solutions
13

14. Our $5M+ Three Step Process

15. Generic Family Office or HNW Strategies

16. Tightly Define Your Sandbox

17. Over Invest in Specialization

18. Become THE Authority

19. Maturation= Need for Specialization

20. Selecting Your Sandbox
1. Geographical, Service, Industry, Asset Level Specialization
2. Germany Family Office in New York
3. 6th Generation SFO now serving two other $1B+ Families
interested in more direct investing
4. Billionaire Family Office

21. My $100,000 Mistakes

22. Summary of Key Points
1.
Capital Preservation is King
2.
3 Step Strategy


Over Invest in Specialization

3.
Define Your Sandbox
Be THE expert in your space
Listen & Always Add Genuine Value First

23. Free Family Office Report
Over 30,000 professionals have downloaded our free PDF
Report on family offices.
If you want a free copy just email me at
Richard@FamilyOfficesGroup.com or
If you are looking for a family office directory please see
http://FamilyOffices.com
Download it for free at http://FamilyOfficeReport.com

24. Questions?
Richard C. Wilson
CEO/Founder
Family Offices Group
Richard@FamilyOfficesGroup.com
New York
Singapore
London
Portland, Oregon
United Airlines
1 Million+ Miles
Sao Paulo, Brazil