Brought to by the Family Office Club

Slides:



Advertisements
Similar presentations
Welcome to Awras Consultancy Ltd. Portfolio Awras Consultancy Ltd. Portfolio
Advertisements

Controlling How the Cookie Crumbles Symposium Educating and Empowering Entrepreneurs Sponsored by The Carter Malone Group February 22, 2014 Floyd Tyler,
Birla Financial Services India Pvt. Ltd.
Private Equity Fund Structure - Best Practices June 24 th, 2014.
Saks Gloweli Capital Saks Gloweli Capital is the Banking and Finance division of Saks Gloweli Consulting. It offers clients a range of financial advisory.
For Investors How it works Investing in private emerging growth companies You are an accredited investor and looking for ways to increase your return.
Invest in Swedish real estate - return 12 % per annum © Nordero Capital This document is only to be viewed by self-certified High Net Worth Individuals.
Vcapital Confidential1 Startup Workshop Presentation to.
A powerful, unique (patent pending) website that pulls together everything businesses and projects need for success: Crowdsourcing Crowdfunding Social.
Strategies for Dealing with Angels For MassMEDIC Richard Lucash October 18, 2005.
FOOTPRINTS Organisations are continuously looking for Business, Partners, Alliances and Talented People Organisations are continuously looking for Opportunities.
2013 Strategy for Ecommerce Merchants. Click to edit the outline text format  Second Outline Level Third Outline Level  Fourth Outline Level Fifth Outline.
Getting Your E-Business off the Ground Chapter 5.
© 2007 RCS Deloitte and Touche Don’t Go to London Without Deloitte. Chris Weston Partner, Deloitte Maintaining your value, post-IPO.
MGMT 495 Summer 2011: Kelly Bossolt Marta Kovorotna Sarah Smith.
UNITED COUNTRY STRATEGIC CLIENT SERVICES PRESENTED BY: MARK WOODLING 1.
Where there’s a will, There’s a way. PRACTICAL PLANNED GIVING Julia Wood Director of Donor Services.
START SMART LAW = PITT LAW + CMU’ S PROJECT OLYMPUS + K&L GATES AND COHEN & GRIGSBY.
1 BDO-I2I India-Israel Business Consulting Company Profile 1.
Top Los Angeles CPA Firm
Investment Program Overview
Board Role In Recognizing, Identifying and Mitigating Risk Constance B
Business & Enterprise North East
STRATEGIC pLANNING Lifetime Networks.
CONNECTING FRANCHISE ENTREPRENEURS
Strategies for Capital raising & NOI Growth
Your Guide to VMware Channel Marketing Partner Programs
Corporate Partnership Guide
Information and Orientation Session
How To Effectively Work With Recruiters – “The Secret Sauce”
65 Questions Venture Capitalists Will Ask of Startups
Brought to by the Family Office Club
M&A GROUP.
Brought to by the Family Office Club
Who We Are Canadian Registered Charity Established in 1983
+1(345)
How to Get New Trust Business
Capital Raising Problems
Capital Raising Integrity
Overview Copley Equity Partners is a value-focused, growth-stage private equity firm. We invest in small and medium sized businesses with significant growth.
GIPRO INVESTMENT Company presentation GIPRO INVESTMENT.
The New Venture Team.
AIBT Nassau Conference Bootcamp Family Offices
Introduction Appointed CEO upon formation of HomeRiver Group (“HRG”)
Maximizing Your Membership
7 Counter Intuitive Lessons
Overcoming Job Loss presents:
Turning Insights into Action
Blacksummit Financial Group (BFG)
Landwin LLC
Industrial Real Estate Florida building.
Virtual Office for Rent | Virtual Offices Dubai
What does it look like for Property and Casualty Agencies to Partner with Highland? Revised 6/30/16 HCB00478.
Introduction Appointed CEO upon formation of HomeRiver Group (“HRG”)
PRESENTED BY : Mrs.SWATI.V.GAVASANE
Reducing Operating Expenses and Selling it to Your People
Sherry Dupuis and Lisa Loiselle
THE FUTURE OF ASSET MANAGEMENT
Welcome. Introduction Location scouts today are not traditionally considered a high technology part of the film industry. This area within the industry.
University of Muenster Consulting
The Future Of Family Offices
THE ANATOMY OF AN ALLOCATION
Investing in Mutual Funds, Exchange traded funds, and Real Estate
Capital Advisory and Management Consulting
Summit Capital Management
How to raise equity investment for your tech venture
Maximizing Collaboration to Win & Grow Your Business
Family Office Deal Closers
Gartner for Sales Leaders
Things to consider before buy a real estate property.
Presentation transcript:

Brought to by the Family Office Club Emerging Manager Success Traits Brought to by the Family Office Club Copyright © 2017

Family Office Club ​ For 10 years running, the Family Office Club is the premier community for more than 1,500 registered family offices managing  $1 trillion+ in assets Current Clients: $450M EU Family Office $150M Midwest Family Office $550M real estate Family Office $1.3B Food Industry Family Office $3B+ Multi-Family Office (Executive Search) $200M Senior Living & Apartment Buildings Family Office $250M Diversified Real Estate Single Family Office $50M Hospitality Industry Family Office (Formation & Origination) $2.3B Florida Single Family Office (Formation) In total our clients under contract with us currently manage well over $20B in assets, have over 25,000 doors of multifamily properties and all came to us via the Family Office Club and the strategies suggested in our 5 Step System to Raising Capital.

Track Record Leverage partner’s track record, your track record at another firm, or deal-by- deal track record. Consider independent sponsor model or hybrid model, also consider just getting deals done and exited with your own capital (33 deals in UK example). If you don’t have a track record, then don’t start a fund, the experience is too painful without one.

Address the Elephant(s) Know the investors questions and fears and address them out of the gates. Prepare well-researched case studies, examples, and mitigation strategies for those possible weak areas.

Get Seeded Seed Funds (formal or one-off) JV with a capital raising partner of some type whether it is a third party marketer, or a multi-family office, or former fund manager with investor contacts. Co-GP investment or reduced fee incentives for founders class of investors.

Formalized Business Setup Real office space they can visit and see your team and strategy in motion Real full-time team members with professional headshots and bios. A full advisory board with a diverse range of expertise represented in areas of investor relations, investment expertise, deal flow, or political/regulatory navigation. Professional website, complete materials on your strategy, and properly setup back office, accounting/administration, legal, etc.

Rising Tide – Go where the momentum is or where it inevitably will be

Wow Factor If you don’t genuinely wow people with how unique you are, the investment opportunities you uncover, etc. you don’t stand a chance of raising a lot of capital. In a single sentence and no more you have to be able to summarize what you do in a way that comes off clean/crisp, unique, and genuinely valuable. Can’t be too creative, could be your fee structure, your investment focus, your team, your strategy, or the sandbox you have defined for yourself. Without some this factor you are dead in the water past friends and family.

Integrity Do what you promise investors Integrate what you know about yourself, your market, your investors, and what will protect and grow their capital most. Building the right cohesive team which weaves together your strategy, culture, and investment philosophy. Everything you do is judged as the “right way” or the “expedient way” The biggest leverage long- term is being 100% integrated in your approach and daily actions

What is CapitalCon? 100% focused on sharing of capital raising strategies, models, and templates More $100M+ and $1B+ capital raising trainers than any other event globally Annual event we intend to grow and differentiate between our Capital Raising Workshops & Bootcamps which feature just 1-2 guest speakers alongside how we grow our business and raise capital

Wilson Holding Company Connect Directly Richard C. Wilson CEO/Founder Wilson Holding Company Direct Line: (305) 333-1155 328 Crandon Blvd. Suite #223 Key Biscayne, FL 33149 Richard@FamilyOffices.com

Disclaimer