We specialize in providing family office creation, formalization, and management solutions specifically tailored for ultra-wealthy families.
Our approach is centered around listening to our client’s needs and desires, allowing us to design a family office that brings order, reduces chaos, aligns with your values, and offers a truly comprehensive solution. Our goal is to create a new reality for you, surrounded by high-quality family office service providers who cater to your unique requirements.
With our CEO, Richard C. Wilson, also being the founder of the largest global community of registered family offices, our level of connections and insights is unparalleled. We have access to direct investment deal flow and a wealth of constantly refreshed perspectives, strategies, structures, and models, allowing us to offer the most relevant and effective solutions in the industry.
Since our inception in 2007, we have assisted numerous families in establishing their family offices. With direct in-person engagements with over 2,500 family offices, we possess a unique perspective and strong relationships that enable us to provide exceptional value to ultra-wealthy families. Over the past decade, we have managed an extensive network of family offices and organized over 200 live conferences within the family office industry. This continuous involvement allows us to continually evolve, deepen our understanding of the field, and proactively identify costly mistakes ranging from $1 million to $10 million that can be avoided.
Although we often receive inquiries from families either just before or after a liquidity event, seeking assistance in creating and implementing a family office tailored to their needs, we are experienced in helping families existing family offices improve key areas that have been in place for generations. Our expertise spans various areas, including operational management, direct investment deal flow programs, family office dashboard development, estate planning, and tax optimization.
We frequently encounter families who have been managing their wealth as a single portfolio. However, we have found that breaking wealth into three distinct compartments can offer several advantages. By dividing assets into these compartments, families can achieve varying levels of control, transparency, cost-effectiveness, and personal involvement. No single firm is usually adept at efficiently managing all types of assets, which is why this compartmentalization approach can be more effective.
Specifically, we encourage families to consider their wealth in terms of three compartments: diversified assets, cash-flowing real estate holdings, and direct investments in operating businesses. Each compartment requires a unique approach and expertise, and by adopting this perspective, families can navigate the complexities that arise from having multiple LLCs, intricate tax filings, and a diverse portfolio of investments.
During our conversations, we will discuss this approach in detail and share insights from other centimillionaires who have successfully managed the challenges of diverse wealth holdings. Our goal is to help you optimize your wealth management strategies and achieve long-term financial success while effectively managing these intricacies.
Upon starting our collaboration, we will initiate the process with a comprehensive 50-question kick-off, leading to in-depth conversations about your goals and aspirations. We will explore past experiences, wealth creation, and the top priorities concerning family needs, taxation, estate planning, investment management, deal flow, and overall coordination of all aspects involved. By gaining a clear understanding of your unique circumstances, we can design and implement a customized family office solution that aligns perfectly with your objectives.
Please don’t hesitate to reach out to us to schedule a video call. We would be delighted to discuss how we can collaborate to build a customized family office solution or develop a performance-fee-only direct investment program that aligns perfectly with your unique needs and goals. We look forward to exploring the possibilities and finding the best approach to cater to your specific requirements.