CEO & FOUNDER OF THE FAMILY OFFICE CLUB
Richard is a third-generation Eagle Scout, husband, and father of 3 living in Scottsdale, Arizona. He is the CEO & Founder of the Family Office Club, the #1 largest association of over 3,000 registered ultra-wealthy families and their family offices. Richard has helped create and formalize 100+ family offices and counts a shark from Shark Tank, several billionaires, many REITS, and 500+ investors with an average net worth of $28M as clients. Richard works with clients through InvestorClub.com and Doctor’s Investor Club where he helps them access top screened direct investments. Richard’s 18-person team operates multiple media platforms, including Dentist Investors, L.L.C., InvestorResidences.com, Billionaires.com, and CommercialRealEstate.com.
Richard has written multiple bestseller family office books and has an undergraduate degree in business, an M.B.A., and studied post-master psychology through Harvard University’s A.L.M. Division.
BY RICHARD WILSON
The Single Family Office: Creating, Operating, and Managing the Investments of Single Family Offices is the first book to focus on providing transparent case studies, best practices, mistakes to avoid, and models to follow if you are looking to run a single family office or have one started for your family or client. As of 2015 when this book was published, we believe it transparently quotes and interviews more single family offices than every other book in print today combined. To add another dimension of value to the text, and to make it more interactive at the same time we have included 40+ interviews, and over nine hours worth of recorded webinar content.
BY RICHARD WILSON
Capital Raising will help those looking to consistently raise capital over time from investors without having to cold call them or slowly network through existing connections. This book provides a five-step system to attract investors to your offering over time, so they are wanting to get their foot in the door at your office instead of having to cold call potential investors endlessly with no response. While this book does discuss marketing material fundamentals and top mistakes to avoid while raising capital, its unique value is in the holistic evergreen approach to building up capital raising momentum in a way that adds genuine value and builds your firm’s reputation over time.