• 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.

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

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Reviews that mention popular keywords

charter member (5)
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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

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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.

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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.

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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.

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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.

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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

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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.

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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.

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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.

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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!!!!

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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!

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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.

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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.

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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!

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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.

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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.

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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.

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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.

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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.

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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

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John A.
1 review
0 helpful votes
December 24th, 2019
Verified purchase

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

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John D.
9 reviews
1 helpful vote
February 27th, 2018
Verified purchase

I am still learning- I like the relaxed atmosphere of the events. Very informative. Best value in the market for building a network of advisors you can trust.

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Bob D.
1 review
1 helpful vote
December 12th, 2018
Verified purchase

We have been Charter members since inception and continue to find the quality of the ever expanding content to be incredible. From Richard at the helm to the support staff at every level, the services provided are as though you had Praxis Capital in mind. Kudos to the whole gang at Family Office Club!

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Fernanda L.
1 review
1 helpful vote
July 16th, 2018
Verified purchase

I appreciate the way I was received by the first one, participating in the same club. Service, reception, attention and empathy were differentiated from the FOC team. I hope to contribute and repay. Grateful and even the next one, cordially, Fernanda

Thumbnail of user johnd994
John D.
5 reviews
0 helpful votes
February 26th, 2018
Verified purchase

I have attended 3 events and 1 bootcamp on Friday the 23rd. I find them informative and helpful. Thanks

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