1. Brought to by the Family Office Club
Flipping the 80/20 Rule
Attract Instead of Chase Investors
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. Goal: Flip the Approach

4. Instead of Calling to Find Those Interested

5. Attract Those Looking

6. Nobody Looking For You?

7. Create Self Liquidating Lead Generation Assets

8. Take a Unique Defensible Position
Focused and well defined
Higher ground others have not defined themselves around.
Large enough in volume and flow of business that you can survive or will be able to

9. Do Things No Other Firm Can
Play to what others can’t afford to do attention, service, focus, brand-wise
Run circles around others in the form of hitting your ideal prospects right between the eyes
Differentiate on tangible value for the demographic investor type you are catering to.

10. Find Barrels of Fish Already Organized

11. Lead a Barrel, Create Your Own

12. We are “under the radar” to everyone vs.

13. Instead “We are best in class”
Do you not want to see deals first and most often?
Do you not want to be approached by co-investors, strategic investors, corporate venture capital, publicly traded companies wanting a private sale?
You don’t want to be very well known by your ideal investor set?
Privacy, Compliance, Bureaucracy, Belief in Effectiveness
Over time you become a point of concentration for your investor base (Australia Strategy)

14. “If you are not #1 at some thing for some type of an investor you will be lost in the noise by everyone”

19. 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

20. Disclaimer