Family Office Club

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.

If you are looking for investors. You will be one of many. That is what you find at the events. People looking for capital, NOT people with capital looking for investors. The founder is very biased towards Real Estate or whatever is HOT at the moment. It is a marketing firm. Never forget that. The presenters are not vetted. There is no due diligence unless the founder is investing. Features and benefits of the platform are removed without notice or do not exist at all. Almost everyone on the team is marketing bent and does not have a background in the financial world or family offices. Caveat Emptor.

I have been in contact with Richard Wilson and his staff for over a year and a half. I was not able to commit to becoming a charter member for various reasons until last month. While the invitations to join were plentiful, so was their patience and their content.

The only regret I have is that I wasn't able to commit sooner. I think of the deals that I was not able to participate in because I wasn't able to source them properly. It was truly one of those drinking from a firehose summits, but the included materials and networking will make the information easier to absorb and implement.

For anyone sitting on the fence about joining, I give my highest recommendation

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.

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.

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.

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

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.