Call Us: (305) 677-3327 Team@CapitalRaising.com

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The Family Office Club is the largest association in the family officeTeam2BW 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, find talent for their team, explore co-investment opportunities, and emulate best practices of $1B+ seasoned veterans of the space.   Our global team of thirty professionals is dedicated to expanding and improving our training and research efforts. To learn more about the Family Office Club and how to work together please see our Infographic PDF which can be easily printed out and shared with your team.

Contact Us

Family Office Club
328 Crandon Blvd. Ste. #223

Key Biscayne, Florida 33149
Phone: (305) 503-9077
Fax: : (480) 772-4041
Office Hours:
8:45 AM – 5:00 PM EST

How the Family Office Club Can Help

Advisor to Ultra-Wealthy Families & Family Offices:  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 100 conferences in over 12 countries around the world.  Most of our direct work with family offices is through our Billionaire Family Office and Family Office Executive Search divisions.

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 get two chapters of his last book for free please join over 25,000 others in completing this form.  We maintain the #1 most visited web property on family offices (FamilyOffices.com),  and have published more than 2,250 articles, whitepapers, video recordings, and audio interviews to date.

Workshops and Conferences: 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 a number of talented 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.

 We are on TV:  Recently, you may have seen our founder Richard Wilson on TV being interviewed on the Brian Tracy Show about the global training programs our team offers.

Our Global Team

Our team of professionals has over 25 years of experience in capital raising, marketing, client services and research.  Our headquarters are in Key Biscayne, Florida 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 local family offices.

To learn more about family offices please explore our website, watch our videos, read our report, explore our regional profiles, 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.

Richard C. Wilson: Founder and CEO

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Richard C. Wilson helps $100M+ net worth families create and manage their single family offices and currently manages 14 clients including mandates with three billionaire families with a total of $5B of buy-side advisory mandates in place. Richard is also the founder of the Family Office Club, the largest membership-based family office association (FamilyOffices.com) with over 1,500 registered family office members.
Richard has spoken at over 150 conferences in 17 countries, has the #1 bestselling book in the family office industry, The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office and a recently released book called How to Start a Family Office: Blueprints for Setting Up Your Single Family Office. Richard has his undergraduate degree from Oregon State University, his M.B.A. from the University of Portland, and has studied master’s level psychology through Harvard’s ALM program while previously residing in Boston. Richard currently resides 10 minutes from downtown Miami on the island of Key Biscayne, Florida with his wife and three daughters.

Daphny Obregon: Charter Membership Representative


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.

Jennifer Velasquez: Charter Membership Representative

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

Andres Ospina: Charter Membership Representative

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. 

Sarah Greg: Events and Conference Manager

Sarah serves as the events and conference manager for all of the Family Office Club’s conferences. Sarah ensures that the speakers on stage at our events have an excellent experience and that the content is well prepared and well received by our attendees. In addition to managing the speakers, Sarah helps coordinate all facets of our conferences from the venue selection to the planning and execution of each event.  

Sarah joined the team in 2018 and her prior experience inmanaging corporate events and conferences has been a valuable addition to our conference division. Sarah holds a Bachelor’s from the University of Florida.

Ellie Hojabri: 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.

Rafael Tassini: Family Office Research Associate 

RafaelRafael 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.

Charles B Wilson: Director of Association Resources

Wilson Capital-1002-EditCharles 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.

Adriana Albuquerque: Client Services Specialist

Wilson Capital-1044Adriana Albuquerque is responsible for assisting Family Office Club clients and helps with on-site coordination of our workshops and events.  Adriana works to assure that our clients are satisfied and that we are always finding new ways to deliver value to our clients.

Adriana also assists Rafael with his ongoing research on the family office industry.  Adriana obtained her Bachelor’s Degree from Harvard University.