Our team of professionals has over 25 years of capital raising, marketing, and database construction building experience. We have offices in Key Biscayne Florida, New York City, Portland Oregon and Sao Paulo Brazil.
Managing Director (USA)
CEO of The Miami Family Office, a $500M AUM single family office. Richard is also the founder of Wilson Holding Company which employs over 30 professionals and produces over $10M a year in revenue through various operating businesses which include Billionaire Family Office and The Family Office Club.
Head of Directory Solutions and Charter Membership (USA)
Head of directory solutions at familyofficelist.com and Wilson Data and he will be your main point of contact in exploring how to use our directory solutions to help you in connecting with these firms whether you are raising capital, selling services, or looking for your next employer.
Database Specialist (USA / Brazil)
Helps our team upkeep our databases and release new versions at least twice a year through your feedback and our research. She assists Rafael’s ongoing database research and has been with our team since the beginning.
Dedicated Database Builder (Sao Paulo, Brazil)
Our 100% dedicated resource who does nothing but help us build higher quality databases every day. Rafael is trained in advanced Boolean search techniques and capital raising and continues to help our team improve our database products each quarter
Serves as Managing Director at the Family Office Club. At the Family Office Club, Theo is in charge of developing and delivering our family office training services, the family office newsletter, and other resources to family offices.