• Family Office Club

Family Office Club

Overview

Family Office Club has a rating of 4.53 stars from 139 reviews, indicating that most customers are generally satisfied with their purchases. Family Office Club ranks 28th among Business Services Other sites.

This company does not typically respond to reviews

Positive reviews (last 12 months): 0%
Positive
0
Neutral
0
Negative
1

What reviewers want you to know

Positive highlights

  • I was not able to commit to becoming a charter member for various reasons until last month.

Critical highlights

No critical highlights yet

How would you rate Family Office Club?
Top Positive Review

“it's good to know such valuable informative and collected...”

padmavathi D.
5/6/20

it's good to know such valuable informative and collected information on family office industry which we wont found even on search engine like google and investopedia. would like to extend my journey for doing master certification as well and your support & service on request mails is wonderful, I really appreciate team on their patience . Thank you! padmavathi

Top Critical Review

“Scammers. Beware. Impossible to refund or cancel.”

Craig B.
6/15/23

I got suckered into their lies. Went to the meeting. Their leader basically laughed at me. I told them to cancel then and there. They did not. They have charged me for an entire year on my business card with hundreds of thousands of dollars and I did not notice until my annual audit. $6,000 stolen so they can live on the beach. Sick.

Reviews (139)

Rating

Timeframe

Other

Reviews that mention popular keywords

charter member (5)
Thumbnail of user padmavathid
padmavathi D.
1 review
0 helpful votes
May 6th, 2020
Verified purchase

it's good to know such valuable informative and collected information on family office industry which we wont found even on search engine like google and investopedia.
would like to extend my journey for doing master certification as well and your support & service on request mails is wonderful, I really appreciate team on their patience .

Thank you!
padmavathi

Thumbnail of user davidif
Davidi F.
1 review
0 helpful votes
February 22nd, 2019
Verified purchase

The focus on direct investing, and the expertise assembled on the topic is what made the event worthwhile. There are lots of places to meet Investment Managers, and every conference has basic back office service providers but hearing from people and firms who can really help with deal sourcing, due diligence and executing on direct deals is highly valuable.

Thumbnail of user mattd185
Matt D.
1 review
0 helpful votes
January 28th, 2019
Verified purchase

Excellent experience at the Family Office Fundraising Catalyst workshop.

Well organized, concise and actionable information with a healthy dose of 'been there, done that' that really brings the advice home.

Definitely worth the time and money.

I plan to maintain my Charter Membership and attend as many of the events as I scheduling allows.

Need to work on this form though. I answered 5 of 5 on things that I have not yet experienced. Just assuming that they too will be as well crafted as my first experience.

Thumbnail of user lmatthewsf
LMatthews F.
1 review
0 helpful votes
August 1st, 2019
Verified purchase

Single Family Office Club is very thoughtful and Organized. Richard C Wilson is an excellent communicator and thought provoker. I have attended several of his events in the past 12 months and have enjoyed every one.His staff is very helpful and friendly. I can easily recommend participating in any conference that makes sense for a participant. Your time and effort will be well spent.

Thumbnail of user robertx2
Robert X.
7 reviews
7 helpful votes
January 25th, 2019
Verified purchase

After becoming a Charter member over the past several months, I have to give the leadership (Richard Wilson) and his staff nothing but high marks. I have recently, accepted a position as Corporate VP of Finance with a rapidly growing Texas home builder. The tools, training, and networking events have prepared me to meet our capital raise target for this year of $20MM. I am happy to report that through your club, we have met both potential lenders and investors that are interested in our deals. So, thank you and I look forward to a long-standing relationship with the Family Office Club.

Thumbnail of user ryany14
Ryan Y.
5 reviews
1 helpful vote
January 18th, 2020
Verified purchase

This was my first Family Office Club event. I thought overall it was well organized. Good venue. Well attended - better than I thought. Also, many of the attendees I spoke with were 'regulars' and spoke very highly of the club and its events. That is always good to get unsolicited positive feedback like that. I thought Richard did a really good job of 1) speaking for about 6 hours straight, 2) getting through a lot of material, and 3) politely and diplomatically cutting off a few people whose comments were a total waste of the group's time. Point #3 takes some skill, and I really thought Richard did an admirable job of that, which is not an easy thing to do but distractions in these types of events can de-rail people so it's important.
The content overall was fairly general, but accurate and important. I appreciated the specific examples more than the general ideas, but that may be because I have been in this world for a while so things like 'don't be pushy' go without saying in my mind. Again, I did like the more specific examples of structures and strategies that family offices are doing now - real-time information and real examples are very beneficial. All in all I was glad that I happened to be in NY and could attend this.

Thumbnail of user jamesk169
James K.
15 reviews
5 helpful votes
February 5th, 2019
Verified purchase

would like to see examples as they relate to entrepreneurs using the information provided, in practice, in a general day to day application to increase their business' flow as well as attracting single family offices.

Thumbnail of user brianw219
Brian W.
9 reviews
1 helpful vote
October 12th, 2018
Verified purchase

Richard and the team have put together something extraordinarily rare and special--a resource where the vast majority of the content and speakers are directly relevant to my practice. I walk away from any event feeling that 1) i've learned something new 2) there's something that makes me a better, more insightful investor and thus more valuable to my partners AND potential partners, 3) that i've invested wisely as a Charter Member

Thumbnail of user cedricu
Cedric U.
1 review
4 helpful votes
May 4th, 2019
Verified purchase

The event was somewhat missold as there were very few family offices present. The talks were not interesting.

Thumbnail of user bobd292
Bob D.
1 review
0 helpful votes
February 1st, 2019
Verified purchase

I really enjoy every event that I attend, whether a workshop or summit. I continue to pick up useful tools while building relationships. Kudos to Richard and his team.

Thumbnail of user olivery5
Oliver Y.
1 review
0 helpful votes
December 7th, 2019
Verified purchase

5 Star organization. I have been in financial services for over 20 years I have been trying to get involved in the family office market for quite some time, but I have never come across and organization that offers the services that Richard Wilson and his team provides. Most of the other family office organizations will sell you a list and you never hear from them again.

Thumbnail of user barryj57
Barry J.
1 review
0 helpful votes
February 1st, 2019
Verified purchase

Richard provided a great amount of detailed content in a very conversational way and his keeping on schedule with all of the questions being asked was impressive.

Thumbnail of user jakes157
JAKE S.
1 review
1 helpful vote
September 21st, 2018
Verified purchase

Excellent, the new site is user friendly, I enjoy seeing my first name on everything adding a special personal touch. Everything is readily available scrolling versus having to hunt through different tabs is spectacular as well, WONDERFUL DESIGN!!!!

Thumbnail of user davidp675
David P.
2 reviews
0 helpful votes
August 20th, 2018
Verified purchase

I attended your family office event on Friday in Chicago. It was outstanding from speakers, content, networking, venue and overall event management perspective. Great job!

Thumbnail of user jerryl243
Jerry L.
1 review
0 helpful votes
January 31st, 2020
Verified purchase

As a first time attendee of Family Office Club events, I was impressed about the quality of presenters and those in attendance. I am looking forward to attending more of these events in the coming months.

Thumbnail of user craig.bergman
1 review
4 helpful votes
June 15th, 2023

I got suckered into their lies. Went to the meeting. Their leader basically laughed at me. I told them to cancel then and there. They did not. They have charged me for an entire year on my business card with hundreds of thousands of dollars and I did not notice until my annual audit. $6,000 stolen so they can live on the beach. Sick.

Tip for consumers:
They are rude and have onerous cancellation policies and make it impossible.

Products used:
None. This is a scam.

Service
Value
Shipping
Returns
Quality
Thumbnail of user dank222
Dan K.
1 review
1 helpful vote
December 19th, 2018
Verified purchase

The Family Office Club summit in Miami is truly SUPER! Humble, intelligent, and direct, allowing all attendees to maximize time and develop relationships that will turn into real deals. Every attendee/panelist/staff member is truly world class.

Thumbnail of user miker355
Mike R.
1 review
0 helpful votes
May 1st, 2019
Verified purchase

Informative and engaging summit with great opportunities for networking, but in my opinion, it was slightly overcrowded. The sessions overran and lessened the opportunity to connect with some of the speakers.
I would have liked to have seen investors discussing what they have available currently and for which specific sectors.

Thumbnail of user edmonr1
Edmon R.
1 review
0 helpful votes
December 18th, 2019
Verified purchase

Couldn't be more happy with our membership to the Family Office Club. Great events, great information and more importantly, great people!

Thumbnail of user mrg91
Mr G.
1 review
0 helpful votes
December 12th, 2018
Verified purchase

It was very good. I think anything in this life can be improved on. I believe the means of identifying 'who is who' and what a 'charter' really mean's as far as; am I an Investor?, an Entrepreneur?, or ? could easily be improved on. Then because after a speaker presents and walks to the side, the games seem to begin, the people line up, wait to grab a card, etc., and could be also be modernized so that everyone has an equal opportunity to to make the best use of everyone's time. I would like to end this review by saying it was a group of very kind and courteous people, that the family office club has drawn together.

Thumbnail of user stevenr334
Steven R.
1 review
0 helpful votes
July 11th, 2019
Verified purchase

The content provided by the Family Office Club is well worth the cost of membership. We found their material extremely helpful in tweaking our presentation to family offices.

Thumbnail of user catherinep100
Catherine P.
1 review
0 helpful votes
July 20th, 2018
Verified purchase

FOC provides essential capital raising & investor information clearly, its website enables easy access to it, and the FOC team.

Thumbnail of user adamv55
Adam V.
1 review
0 helpful votes
December 13th, 2018
Verified purchase

I am surprised at the speed that I have been called back and the minor...and I do mean minor issues were resolved...no hassle no fuss just fast, friendly, service and they actually remember your name...and are genuinely happy to speak with you...in this day and age this kind of service is an anomaly.

Thumbnail of user gideonp9
Gideon P.
1 review
0 helpful votes
February 6th, 2019
Verified purchase

I find the organization very professional and exceptional. The workshops and events are well run, have great content, and extremely beneficial.

Thumbnail of user thomasv105
Thomas V.
1 review
0 helpful votes
September 21st, 2018
Verified purchase

The live events provide excellent content for either newcomers or experienced investors to the Family Office space

Sitejabber for Business

Gain trust and grow your business with customer reviews.

From the business

How do I know I can trust these reviews about Family Office Club?

  • Sitejabber’s sole mission is to increase online transparency for buyers and businesses
  • Sitejabber has helped over 200M buyers make better purchasing decisions online
  • Suspicious reviews are flagged by our algorithms, moderators, and community members
Have a question about Family Office Club?