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

2. 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.

3. 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.

4. 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.

5. 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.

6. 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.

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

8. 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.

9. 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

11. 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

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

16. Disclaimer