Brought to by the Family Office Club Double Your Deal Flow 13 Proven Deal Origination Strategies 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, and all came to us via the Family Office Club and the strategies suggested in our 5 Step System to Raising Capital.

Why Implement These Strategies? Only investor at the table Better valuation & more influence & control/transparency More volume of great flow = more leverage and you can jump at anomalies of value

Capture Demand Streams

Flow Generating Operating Business Platform

University Partnerships

Be Known for 1 Type of Deal Flow Most don’t know what they want enough to have the focus externally + Almost everyone else struggles with communicating it cleanly to counterparties. = Massive Inefficiency

Strategic Board Member Approach

Data Aggregation Targeted Proactive Reaches (the 20%)

Family Office Club Events Direct Deal Flow Deal Flow Partners Strategies to Attract Deals Valuation of Deals & Strategies to Apply Peer Co-Investor Relationships (GP or LP)

Sell Yourself as an Investor – Increase Response Rates (Materials, Website, etc.)

Super Niche Focus

Brand Your Firm or a Company Around Attracting Flow (It is Free)

Identify Orphan Projects/Products/IP

Work 100 Local Business Brokers & I-Bankers

Industry Specific Industry Expos & Events Better Yet Run Them (Choke Point)

Investor Clubs or Syndicates

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

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