1. Family Office Deal Closers
Traits of Most Successful Deal Makers
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. Deal Attributes Excellent team with relevant experience
Have a track record and history
Excellent team with relevant experience
Priced fairly or more than fairly
Are not easy to find and get done at any time
Can be understood by the investor
Have credible size, AUM, or credible traction
Meet a demand or need in the marketplace

4. 4 Deal Maker Attributes

5. 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

6. Conviction (Patience): If you are not #1 at some thing for some type of an investor you will be lost in the noise by everyone

7. Execution: 50 Checkpoints Managed

8. High Integrity
“The State of Being Whole & Undivided”

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

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