1. 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

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, and all came to us via the Family Office Club and the strategies suggested in our 5 Step System to Raising Capital.

3. 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

4. Capture Demand Streams

5. Flow Generating Operating Business Platform

6. University Partnerships

7. 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

8. Strategic Board Member Approach

9. Data Aggregation Targeted Proactive Reaches (the 20%)

10. 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)

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

12. Super Niche Focus

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

14. Identify Orphan Projects/Products/IP

15. Work 100 Local Business Brokers & I-Bankers

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

17. Investor Clubs or Syndicates

18. 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

23. 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

24. Disclaimer