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The Family Office Book: Investing Capital for the Ultra-Affluent Hardcover – August 7, 2012
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Frequently Bought Together
Customers Who Bought This Item Also Bought
- Pimm Fox, Bloomberg TV and radio anchor. Taking Stock with Pimm Fox
The Family Office Book is great because it explains exactly how the family office industry works, how the ultra wealthy are investing their money, and how the fund manager selection process works.
- Michael Skapoullis, Certified Hedge Fund Professional (CHP) designation alumni
"Richard works with family offices and ultra-wealthy clients on a day-to-day basis. "The Family Office Book" provides a unique perspective into exactly how those with $20M, $100M, or $1B are using family office wealth management vehicles to manage their capital."
"The Family Office Book is unique as the most comprehensive study of the family office world. It provides important perspective to families, family office management and clients of family offices. A must read."
- Charles B. Grace Jr., Director of Threshold Group, Founder of Ashbridge Investment Management
"Anyone that wants to be in the family office space needs to read this book. It has countless bits of valuable advice. It will be required reading for everyone that joins my family office team."
- Noah B. Rosenfarb, CPA/ABV/PFS, Managing Director, Freedom Wealth Advisors
From the Author
My current role involves providing the best-of-breed fund managers to family offices. Years ago, when I first started working with family offices, I wanted to learn more about this industry. Much to my surprise, I found there were very few books or web sites dedicated to the subject.
After several years of working with family offices, I started FamilyOfficesGroup.com, the first free-to-access educational web site on the family office industry. Since then, we have been posting new educational resources to the web site each week, and we have seen the association's membership grow from five initial members to its current level of 40,000-plus members from all over the world.
Objective: The objective of this book is to provide you with a $1,000 multimedia training experience for just the small price of this book. In my attempt to create this value, I provide you with insights on the operations, capital deployment best practices, investment processes, portfolio allocations, investment committees, and fund manager selection processes of family offices using instructional videos, audio MP3s, and other unique resources you simply won't find anywhere else.
Is This Book Right for You?
What This Book Is Not
What Is Unique about This Book?
To prepare for this book, I read and reviewed each of the other family office books currently in print. Many of them are valuable and worth reading; they provide valuable quantitative statistics, research, and case studies in a few instances. I know for certain, however, that this book is unique; you get to read the direct thoughts of dozens of global family offices, including several that are frequently listed as being among the largest and most successful top 50 family offices in the world.
To write this book, I leveraged the 40,000-plus member family office association that we manage, the Family Offices Group. To make sure this book presented ideas as diverse as the family office industry itself, we spoke with 'thousands of family offices and conducted recorded interviews with dozens of single and multi-family offices to create both the Family Office Monthly Newsletter, our training and certificate program on family offices called the Qualified Family Office Professional (QFOP) program, and this book.
This is the only family office book that contains family office interview transcripts, MP3 audio interview downloads, dozens of instructional video modules, recorded family office conference presentations, and free PDF templates. I have made every effort to ensure that this is not simply a book, but a high-end multimedia training experience for those who have the time and interest to use it as such.
I have been completing research on and working with family offices of different types for almost 10 years now, and I think it is important to share what my perspective has been of family offices so that readers can understand where I am coming from in this book. I study family offices because my entire career and business revolves around the family office industry; it seems the more I share in the form of speaking, recording videos, publishing articles, and so on, the more I am rewarded in unexpected ways for this hard work.
See the video "FOG Overview," at FamilyOfficesGroup.com/Video2
I am motivated to dig as deep as I can into the truth of how this industry operates and invests capital; if I don't know what family offices are looking for, I fail in operating the Family Offices Group association and our Richard Wilson Capital Partners business. If I don't have strong value-first relationships with family offices, I'm out of work. I care very little about collecting $8 book royalties and I care a lot about making this book so valuable that it is a conversation starter between you and me.
Your friend in the family office space,
Richard C. Wilson
Family Offices Group (G.T.C. Institute, LLC)
Richard Wilson Capital Partners, LLC
Top Customer Reviews
Anyone who knows anything about the Hedge Fund community would pick this up instantly, seeing as due diligence is an intergral part of the process for investing in Hedge Funds. I find it cheap and misleading that anyone, just like me (to prove my point) can write a review on a book, meaning that potential customers can very easily be misled.
I was directed here from yet another Spam email offering me free consultation if I buy 60 books. I've been in the Hedge Fund industry for the vast majority of my life, and I for one know that what is contained in here is nothing more than what is available free, if you already didnt know it!... across the internet.
My view, go ahead an buy, but dont say I didnt tell you so!.
Have I bought the book? No ... Why? ... Go and do a bit of digging and you will soon realise.
Should you buy the book? ... thats your decison!... but a host of 5* reviews makes me think, especially when they are all first timers, apart from one ... who has reviewed another book by the same author who they also gave 5*'s ...
Be interesting to see how long this review stays up for.
People who haven't bought the book via amazon shouldn't be able to review it.
Most Recent Customer Reviews
Richard Wilson is the true definition of "genius:" He makes the complicated simple.
Any discussion about wealth can become a "third rail" subject. Read more
It is a very informative book with respect to forming or joining a family office.Published 3 months ago by H. Elvin Knight, Jr
The Family Office Book provides detailed research and advice for wealth management best practices for high net worth families. Read morePublished 4 months ago by Craig D. Horton
I bought this book looking for ideas on how to pitch my investment opportunity to high net worth individuals. Read morePublished 9 months ago by Amazon Customer
Richard Wilson has captured the core information that one needs in order to market and operate a Family Office. Read morePublished 11 months ago by Marc A. Vaida
Great book on family office industry and those involved. Should be required reading for wealth management professionals and those personally expanding thier wealth.Published 19 months ago by dana robinson
As a high level book that has lots of high level information it was perfect for what I am looking for. Read morePublished 20 months ago by Dan Cochran
Richard Wilson is right on target with his analysis of the current state of the family office market and the growth opportunities for those organizations that support the industry. Read morePublished 24 months ago by Dan Bradbary - Chairman - Global Deal Market, LLC
Simple and easy to understand. Received the book within the expectation date.Published on July 25, 2014 by Sam Chan