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Capital Raising Integrity

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Presentation on theme: "Capital Raising Integrity"— Presentation transcript:

1 Capital Raising Integrity
Integrating Market & Investor Feedback 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 Benefits Today Strategies & Lessons Tools & Resources
Peers & Partner Relationships Only value when integrated with your firm’s approach.

4 Integrity is the Bottleneck
“The State of Being Whole & Undivided”

5 Feedback Stack Up Market Investors Mentors Media – Books/Podcasts
Experience/Intuition As long as you are constantly exposed to higher quality and more focused sources of inputs your output should grow to a point.

6 Integrity Tipping Point
In a profession or field of investment the quality of the feedback you get will at some point be so high, the main thing holding you back is getting the 50 ducks in a row and getting into true alignment.

7 Higher Level of Integrity the Better
Office Team/Hiring Branding/Positioning Strategy Operational Processes Clothing Health (more energy) Resources More Integrity = More Commitment = More Credibility = More Investors

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

9 Capital Raising Catalyst
Our goal is to support you and your investor relations with: Consistent New Ideas Tools & Resources Peer, Partner, & Investor Relationships Integration the parts to form a stronger whole for your team and yourself

10 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

11 Disclaimer


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