Family Office Conference Video

In the following video recorded in Sao Paulo, Brazil at the Latin American Family Office Summit, Richard Wilson talks for nearly a half hour on a variety of topics related to family offices.   Richard covers the key factors driving family office growth, where the global hot spots are and why this industry is growing so quickly.  If you’d like to learn more about family offices please visit https://FamilyOffices.com


Video Transcript/SummaryThe strategies and tips provided within this video module include:

  1. Coming soon.

I hope you enjoyed this free video on family offices.  If you’d like to learn more about family offices visit this page: https://FamilyOffices.com

Your friends here at https://investmentcertifications.com

How to Start a Family Office

In the following video recorded in Zurich Switzerland, Richard Wilson explains the process for starting a family office.  Richard has interviewed many family offices in researching his upcoming book on the family office industry.  If you are looking to start a family office then this will be a very informative video.


Video Transcript/SummaryThe strategies and tips provided within this video module include:

  1. Coming soon.

If you are looking for information on how to start a family office, I hope that this video has given you a good place to start.

Your friends here at https://investmentcertifications.com

Family Office Investment Committee

It can be very difficult to learn the intricacies of family office industry because the space is still developing.  In the following video recorded in Zurich Switzerland, Richard Wilson talks about how family offices use investment committees to allocate capital.  Richard has learned a great deal about the family office industry during his interviews that he conducted for his upcoming book on family offices.   


Video Transcript/SummaryThe strategies and tips provided within this video module include:

  1. Coming soon.

I hope that this video has given you a better understanding of how family offices use an investment committee to deploy capital. 

Your friends here at https://investmentcertifications.com

Family Office Industry Growth

The family office industry has seen extraordinary growth over the last several years from Singapore to New York City.  In the following video recorded live in Zurich Switzerland, Richard Wilson explains the four main drivers of the family office industry growth.

 

Video Transcript/SummaryThe strategies and tips provided within this video module include:

  1. Coming soon.

I hope that this video has shown you the key drivers of family office growth. 

Your friends here at https://investmentcertifications.com

Family Office Best Practices

In the following video recorded live in Zurich Switzerland, Richard Wilson offers some best practices in the family office space gleaned from his years of experience working with family offices.  Richard has spoken at industry events and frequently works with family offices so this is a great opportunity to learn about this very private industry. 

 

Video Transcript/SummaryThe strategies and tips provided within this video module include:

  1. Coming soon.

I hope that this video has given you some great insights on working in the family office space.

Your friends here at https://investmentcertifications.com

Family Office Directory Video Testimonial

We have had hundreds of satisfied customers purchase the Family Office Directory since we released our first version of the directory.  In the following video, you will hear from a customer who purchased the Family Offices Database 6.0 Product.  If you would like to watch a free video overview of the Family Office Directory simply click here.

We are confident that customers like the one you just hear from are satisfied.  How can we be so sure?  Because we guarantee it.   If you’d like a more detailed explanation of family offices, watch this free video on What is a Family Office?  

Your friends here at https://investmentcertifications.com

What is a Family Office?

A common question I often see is What is a family office?  In the following video, I will cover the definition of family offices, why it is important to know why it is important to understand what is a family office and how one operates, what they invest in, how to learn more about family offices and the three reasons why family offices continue to grow despite the bad economy.

Video Transcript/SummaryThe strategies and tips provided within this video module include:

  1. What is a family office?  A family office is an exclusive wealth management firm that typically only accepts clients with at least $10-25 million in investible securities.  
  2. Family offices often have fewer total clients than traditional wealth management firms–even just one client, as is the case with single-family offices.
  3. While they may have a limited number of clients, family offices spend a lot more time and focus on their select clients.
  4. Family offices may charge a premium because they offer a full and diverse range of services to their wealthy clients including: tax optimization, business and wealth transfer, charitable giving, estate planning, philanthropy and even ongoing budgeting services.
  5. Family offices are important to understand because while there are only a few thousand active family offices, they control a massive amount of wealth.
  6. Family offices are still growing in size despite the bad economy for the following reasons:
  7. The first reason is that many wealthy individuals and families are realizing that it sometimes pays to make sure that a firm is making sure you are making the best investment decisions and not losing money.
  8. The second reason is that lots of large family offices are looking to grow their assets under management by lowering their minimum assets requirement in order to bring in smaller clients.  
  9. The third reason is that the concept of a family office is becoming more familiar with people around the world.

The family office industry is growing very rapidly and more funds are looking to this type of investor to raise capital.  For all of the reasons explained in the video, it is crucial that you understand exactly what is a family office and how they operate.  

Your friends here at https://investmentcertifications.com