How to Start a Family Office: Blueprints for setting up your single family office

by Richard C. Wilson

How to Start a Family Office is multimedia handbook for those looking for proven models, blueprints, video tutorials, and case studies on how others have setup holistic single family offices to manage their wealth.

Richard C. Wilson runs two single family offices and has helped setup several single family offices, and helped formalize and develop existing organizations. This book is based on that work, and provides a path for others to follow, questions for others to consider, and templates to use while moving through the processing of setting up a new single family office.

The intent of this book was to provide as much value as possible within under 100 pages so while the media content is several hours in length and included for free, the book itself could be read on a single commuter flight and passed around between family members as a reference guide.

105 pages, Kindle Edition

Published April 17, 2016

About the author

Richard C. Wilson is CEO of The Miami Family Office, a $500M AUM single family office a single family office. Richard is also the founder of Wilson Holding Company which employs over 30 professionals and produces over $10M a year in revenue through various operating businesses which include Billionaire Family Office and The Family Club, the largest membership-based family office association

Reviews

[Kevin · Rating 5 out of 5]

Excellent Primer

This is an excellent primer on the industry that is not well known. Thanks for bringing it into the light Richard!

[Alvin Soh · Rating 3 out of 5]

I believe this book provides a good overview to financial professionals who have heard the family office concept for the first time.

[Kevin · Rating 5 out of 5]

short and concise tips on how to start a family office.