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The Family Office Book: Investing Capital for the Ultra-Affluent Hardcover – August 7, 2012
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"Packed with information about what high-net worth individuals want, need and get from professional money managers. Richard pulls back the curtain on the almost mystical world of the super-wealthy for investors and for anyone getting into the family office business.
- 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
This book contains well over $20,000 worth of advice in direct audio transcript form from top family office chief executive officers, chief investment officers, portfolio managers, and executives. In addition to my investment of over 400 hours in writing this text we have surveyed over 40,000 members of the Family Offices Group association, and conducted over 40 hours of audio interviews to create this resource. The global views in this book were formed by meetings with dozens of family offices in Moscow, Sao Paulo, Singapore, Tokyo, Monaco, and Liechtenstein. Our goal is to make this a central resources for teams of family office professionals in all corners of the world.
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
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