To understand the family office industry and in order to build relationships with family offices of many types it is important to understand what is making the industry larger every day. If you are looking to partner with family offices you have to meet their demands, solve problems for them, and be an answer to a question they have. If you are using a family office directory to help navigate the space these 4 core drivers are important to understand.

1. 4 Core Drivers of Family
Office Industry Growth
By Richard C. Wilson
By Richard C. Wilson
CEO & Founder
Family Offices Group
Founder & CEO
Richard@FamilyOfficesGroup.com
Family Offices Group

2. Disclaimer
 The content contained in this presentation is provided
for informational and educational purposes only, is not
intended as an offer or solicitation for the purchase or
sale of a financial instrument or securities and should not
be relied upon as an investment recommendation or
advice. No representations or warranties are made as to
the accuracy, completeness or timeliness of the
information. The information is not intended to provide
legal, tax or accounting advice. Use of any information,
materials, and opinions given or discussed is at the
Listener’s own risk. Listeners are encouraged to discuss
the information with any legal, accounting or other
professional deemed necessary to understand the risks
and uncertainties implicit in investing.

3. Our Brands

4. My Family Office Expertise
 Family Offices Group: I run the 49,000 member family office
industry association, have spoken at 50 events in 20 different
countries around the world, and I have met with over 1,000 family
offices in person.
 *Free Family Office Report: To get our free report on family
offices please visit: www.FamilyOfficesGroup.com
 Bestselling Books: “The Family Office Book: Investing Capital for
the Ultra-Affluent” and “The Hedge Fund Book: A Training Manual
for Professionals and Capital Raising Executives”
 Richard Wilson Capital Partners: I currently help provide
institutional quality, best of breed fund managers to single and
multi-family offices. I do this by only representing $300M+ fund
managers who fit my criteria that I have found family offices prefer.
Securities offered through RiverRock Securities LLC 3200 Southwest Freeway Suite 2120 Houston, TX

5. The 4 Core Drivers of The Family
Office Industry
1. Multi-Family Offices Lowering
Minimums
2. Wealth Management Firms Raising
Minimums
3. Raise in Global Wealth & Awareness
4. Releasing The Handcuffs

6. #1 Multi-Family Offices Lowering Minimums
What
Why?
• Economy
• Compliance Costs on the Rise
• Scarce Talent Requires More Resources

7. #2 Wealth Management Firms Raising Minimums
What
Why?
• More Profitable Focus (Grass is
Greener)
• Gray area / Marketplace Gap
• Growing Demand
• HNW experience provides confidence
• Outsourced MFO Model

8. #3 Raising Global Wealth & Awareness
Global Wealth Growth
Global Family Office Industry
Awareness
Examples: Brazil, Singapore,
Indonesia, NJ

9. #4 Releasing the Handcuffs
What:
Why?
1.
2.
3.
4.
5.
6.
One Lead Client
Tied to Platforms
Too Slow
Poor Fund Manager Research
No Global Reach
Restriction on Service Providers

10. Thriving Globally
• M & A Activity
• Continued Growth
• Hedge Fund Industry Parallel
Family Office Hot Spots
• Switzerland
•
•
•
•
•
Singapore
Monaco
Hong Kong
London
Luxembourg

11. Questions?
Richard C. Wilson
Family Offices Group
Richard@FamilyOfficesGroup.com
Portland, Oregon
Sao Paulo, Brazil