Founder and CEO

Richard Wilson

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 200+ 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 25 person team operates multiple media platforms including Dentist Investors, LLC, InvestorResidences.com, Billionaires.com, and CommercialRealEstate.com.

Richard has written three #1 bestseller family office books on Single Family Offices, How to Start a Family Office, and Centimillionaires ($100M+ net worth families).  Richard has an undergraduate degree in business, an M.B.A., and has studied post-masters psychology through Harvard University’s ALM Division.

Vice President

Adriana Tassini

Adriana Tassini has taken on a leadership role as Vice President of the Family Office Club. Since then, she’s been helping coordinate events, oversees critical projects and help with the recruitment of any new talent to the team. As Co-Founder Of our training division, Adriana helps run operations, coordinate between the various business divisions and terms both internally and externally, and help provide a strategic framework for execution of client work within both Centimillionaire Advisors, LLC and the Family Office Club. Her work helps drive forward client initiatives, tactical projects for the company, and holistic management of client portfolios and projects. Adriana has been with the company for over ten years; she is a Harvard University Alum with a focus on International Relations.

Head of Investor Club Relations

Laura Clay

Laura Clay serves as Head of Investor Club Relations and brings with her 14 years of hospitality expertise from Marriott International, Classic Hotels & Resorts, and Starwood Hotels & Resorts. In this role, Laura helps our team onboard new investors, coordinates on investor participation at our live events, and consults with investors on where to most appropriately place their capital to work across our short-term rental, medical practice, and other investment opportunities.

David Sebastian

David Sebastian love helping families flourish in their financial journey together.

David Sebastian have been providing guidance to high-net-worth clients for the past 10+ years. David Sebastian started in Sun Valley, Idaho doing taxes and family office work for families with $50m net worth, then moved to the Bay Area, working on all the old money in San Francisco at Deloitte. These clients were making more than $50m a year. I’ve worked for multiple presidential candidates, legendary venture capitalists, and famous financiers throughout my career.

Working as a family office CFO, I have seen some of the most complex financial structures and family situations throughout that time. This front-row seat has showcased how wealth is created, preserved, mismanaged, and even how it destroys families.

Managing Director

Andres Ospina

Andres has worked with the Family Office Club for 6 years and is currently the company’s Managing Director. He is in charge of working with clients to see who may be a natural fit for the type of pitch packages we design at PitchDecks.com. With an extensive background in developing sales processes and marketing campaigns, Andres has an intuitive feel for where the gaps may be in a pitch deck or investor relations approach and he brings that to the table, as you will see if you schedule a consultation call with him. Andres joined our team with an extensive background in sales, marketing, public speaking, conference and membership management experience as well as single family real estate investor acquisition experience.

Strategic Partnership Director

Ellie Hojabri

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.

Director of Investor Databases

Daphny Obregon

Daphny has worked with the Family Office Club for 7 years and is currently the Managing Director of FamilyOfficeDatabases.com. He is in charge of managing 11,000 Investors and 24,000 contacts for the Family Office Club. His 20+ years of background in business, training, leadership, management, and development expand multiple arenas. Daphny serves as a liaison for Charter Members and the Family Office Club. Prior to joining The Miami Family Office, Daphny worked as a finance consultant for 17 years in finance. He is a marketing strategist for the Hedge Fund Group and the Private Equity Investment Group. He was the former Director of Finance at the Training Society and Business Training Institute. You can schedule a call with Daphny to consult with him: Book a Meeting with Daphny.

Director of Membership Relations

Jennifer Velasquez

Jennifer Velasquez serves as our Director of Membership Relations 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 in International Relations.

Event and Operations Director

Vanessa Casal

Vanessa Casal serves as the Event and Operations director for the Family Office Club. Vanessa joined the Family Office Club in January of 2018 and is currently part of our Miami Team. Vanessa currently oversees our event division managing speaker recruitment, venue partnerships, budgeting, and calendar planning.  Vanessa joined our team with an extensive background in luxury hotels and event management. She earned her bachelor’s degree from Florida International University in Hospitality Management.

Event Director

Rachael Merkel

Rachael Merkel serves as our Event Director and brings over 13 years of experience working in the event management industry. Her passion for hospitality started professionally with Fairmont Hotels & Resorts in 2009, followed by a tenure with the ultra-luxury brand Trump Hotels from 2012 to 2019, and most recently with Marriott International from 2019-2021 prior to joining the Family Office Club team. Rachael is passionate about creating memorable experiences, strengthening business relationships, and delivering great results.

Director of Association Resources

Charles B Wilson

Charles 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.

Family Office Research Associate

Rafael Tassini

Rafael 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.

Director of Charter Membership

Holly Caliendo

Holly Caliendo serves as Director of Charter Membership at the Family Office Club and Wilson Holding Company. Holly will be one of your 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.

Holly joined our team with an extensive background in hospitality and group sales within hotels. She gained her Bachelor’s degree from Northern Arizona University in Hospitality and Business.

Director of Charter Membership

John Milanovich

John serves as Director of Charter Membership at the Family Office Club and Wilson Holdings. With over 25 years of experience working with family offices, John started at US Trust’s Ultra Net Worth business in 1996. John managed over $100 million in equities and structured long-term hedges for concentrated stock positions of over $300 million.

John has a BA from Whitman College, an MBA from Willamette University and is a Level 2 Candidate in the Chartered Financial Analyst Program.  He is an Adjunct Professor to Carroll College and an avid outdoorsman

Investment and Operations Manager

Jenn Meyers

Jenn Meyers is a licensed Real Estate Agent and brings 10 years of experience in the short-term rental and vacation real estate industry from managing luxury villas in Hawai’i to working with the 2 top STR companies, AvantStay and Inspirato. Jenn helps our InvestorResidences.com team with property acquisitions, investor reporting, property management, pricing, and investor property use. Our team will be leveraging her expertise to monetize our assets in the portfolio over time.

Investment Project Manager

Tabatha East

Tabatha East serves as Investment Project Manager and brings with her 17+ years of hospitality expertise from her time at Marriott International. Tabatha helps with operating our team and keeping everyone on top of investment projects, new talent recruitment, and oversees vendor/property management. Tabatha completed her apprenticeship, combined vocational schooling, and practical work application, to Hotel Specialist in Wiesbaden, Germany. She speaks German fluently.

Digital Media Director

Kevin Coulston

Kevin Coulston serves as the Digital Media Director for Family Office Club. Kevin will be your main point of contact for any questions regarding the technical features of our websites.

Kevin joined our team with 20+ years of Website Design & Development experience in several fields, most notably higher education, after nearly a decade at Grand Canyon University.

Digital Media Designer

Carlos Torres

Carlos Torres has been doing motion graphics and video editing since 2011 and has been working on Family Office Club projects since 2020. He has edited nearly 200 videos for Family Office Club and PitchDecks.com. As a Graphics Design Professional, he has spent the majority of his 16 year career in the advertising sector in Video, Below the Line, Digital, CRM, and Brand Image Management areas, with a special focus on customer service and the production of BTL print and campaigns.

Director of Communications

Mason Komay

Mason Komay serves as the lead copywriter for PitchDecks.com and Family Office Club. He is responsible for all copy-related tasks for various client projects. Mason primarily handles the drafting and revisions of client pitch decks, one-pagers, video scripts, press releases, blog posts, email templates, and one-liners. In January of 2022, Mason was brought onto the team with 3 years of copywriting experience, and has overseen the vast majority of copy-related projects from start to finish. Most of Mason’s experience comes from working with renowned companies such as BetterHelp, an online counseling service, and TrustedChoice.com, an independent insurance agency.

Director of Charter Membership

Jimmy Egas

Jimmy Egas has a diverse background in business development, education & event management. He was born in Quito, Ecuador, and was raised in Miami, FL. He holds a Bachelor’s Degree in Business Management with two certificates in CRM & Entrepreneurship from Florida International University. At FIU he was part of the pioneer sales team that has now become a top 5 sales program in the country. For the last decade, he has been part of the tennis industry, multiple start-ups, large corporations & known event management teams in different roles. In industries such as Financial Services, Corporate Edtech, Luxury products,, Sports Entertainment, Food/Beverage & Hospitality. Working alongside the Miami Open, Miami Heat, Super Bowl Committee, Art Basel, Relay for Life & FIU Alumni to name a few. He values continuous learning, relationship building & empowering others through education.

Marketing Director

Valeria Buitrago

Valeria Buitrago holds the position of Marketing Director at PitchDecks.com and familyoffices.com. In her role, she oversees all aspects related to marketing tasks, ensuring their successful production and implementation. Valeria is also responsible for managing client projects from the initial onboarding call to the final completion, ensuring projects are delivered on time and meet the expected quality standards.

With a rich background as a bilingual productivity and quality engineer, Valeria brings nine years of experience in efficiently managing organizations and processes. Notably, she possesses exceptional skills in Facebook Ads, having managed a budget of 5 million dollars for both B2B and B2C clients while expertly executing end-to-end marketing strategies.

Valeria’s proficiency extends to various digital tools, including Google Analytics, Facebook Ads, Snapchat Ads, Asana, ClickUp, and Canva. Her dedication to enhancing organizational competitiveness further solidifies her as a valuable asset to the team.