Our Team

source url Our Real Estate Investor Directory contains a primary and secondary contacts name, physical location, strategy, phone number, fax, and email address. Collectively the 1,000+ real estate investors in our database control well over $200 Billion in assets under management. Every single listing in our database has been confirmed through a phone call, email, or through the web within the last 6 months, and this accuracy is guaranteed. Our firm as a whole has served over 1,600 clients since being founded.

Contact Us

328 Crandon Blvd. Ste. #223
Key Biscayne, Florida 33149
click Phone: (305) 503-9077
Fax: : (480) 772-4041
Office Hours:
8:45 AM – 5:00 PM EST

Our Global Team

Our team of professionals has over 25 years of experience in capital raising, marketing, client services and research.  Our headquarters are in Key Biscayne, Florida but we have a global reach and you will often see our team members speaking at conferences and events across the globe.  At the Family Office Club, we recognize that while a large portion of the industry is located in the United States, there are thousands of family offices around the world.  We frequently travel to places like Singapore, Monaco and Sao Paolo to meet and work with local family offices.

To learn more about family offices please explore our website, watch our videos, read our report, explore our regional profiles, learn about our family office training, or reach out to us via the contact details directly above.  We are always looking to help family offices gain access to the resources they need to manage and grow their organization.

Richard C. Wilson: Founder and CEO

Wilson Capital-1004

Richard C. Wilson helps $100M+ net worth families create and manage their single family offices and currently manages 14 clients including mandates with three billionaire families with a total of $5B of buy-side advisory mandates in place. Richard is also the founder of the Family Office Club, the largest membership-based family office association (FamilyOffices.com) with over 1,500 registered family office members.
Richard has spoken at over 150 conferences in 17 countries, has the #1 bestselling book in the family office industry, The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office and a recently released book called How to Start a Family Office: Blueprints for Setting Up Your Single Family Office. Richard has his undergraduate degree from Oregon State University, his M.B.A. from the University of Portland, and has studied master’s level psychology through Harvard’s ALM program while previously residing in Boston. Richard currently resides 10 minutes from downtown Miami on the island of Key Biscayne, Florida with his wife and three daughters.

Rafael Tassini: Dedicated Database Builder

Rafael Tassini is the Real Estate Investor Directory’s database building manager. Mr. Tassini is 100% dedicated to reviewing, researching and designing our premier and premium Real Estate Investor Directory. Mr. Tassini is trained and employs advanced Boolean search techniques, capital raising strategies, and his extensive experience within the industry to continually help our team improve our database products each quarter as we release new and updated versions of the Real Estate Investor Directory.

 

Adriana Albuquerque: Database Specialist (USA / Brazil)

Adriana Albuquerque is the Real Estate Investor Directory specialist. Adriana Albuquerque is focused on helping the Real Estate Investor Directory team to update the details included within our databases and to facilitate the release of new versions of the database. The Real Estate Investor Directory is dedicated to providing quality database details which are updated and released in new versions at least twice a year. Adriana Albuquerque collaborates with members of our team to conduct industry research and gather user feedback. Adriana Albuquerque has been a member of the Real Estate Investor Directory team since 2007.

Daphny Obregon: Charter Membership Representative


Daphny serves as Charter Membership Representative for the Family Office Club. His 15-years background in business, training, leadership, management, and development expand multiple arenas. Daphny will likely be your point of contact for any Charter membership registration or information.

Daphny serves as a liaison for Charter members and Family Office Club. Prior to joining The Miami Family Office, Daphny worked as a consultant and marketing strategist for the Hedge Fund Group and the Private Equity Investment Group. He was the former Director of Finance Training Society and Business Training Institute.

Jennifer Velasquez: Charter Membership Representative

Jennifer Velasquez serves as Charter Membership Representative at the Family Office Club and Wilson Holding Company. Jennifer will most likely be one of the contacts at the Family Office Club for any charter membership related questions, where she works hard to constantly improve the client experience, and maintain our high-quality standards.

Jennifer joined our team with an extensive background in customer service for pensions and real estate closings. She gained her Bachelors degree from Florida International University  in Political Science and a minor International Relations

Andres Ospina: Charter Membership Representative

Andres Ospina serves as Charter Membership Representative at the Family Office Club and Wilson Holding Company. Andres will  be one of your contacts at the Family Office Club for any charter membership related questions, where he works hard to constantly improve the client experience, and maintain our high-quality standards.

Andres joined our team with an extensive background in conference and membership sales. He gained his Bachelors degree from Bridgeport University  in Business Management. 

Terry Penn: CEO of Family Office Executive Search

Terry Penn Family Office RecruiterTerry Penn: As Managing Director of Family Office Executive Search Terry brings 15+ years of confidential Executive Search in the Property and Casualty, Financial Services, Banking, Real Estate and Real Estate Finance industries at all levels. Additional search experience for his clients includes key positions in fraud, risk, IT, security and loss prevention.

Terry is now head of Family Office Executive Search and oversees all strategy, mandates, and relationship within this area of the business.  Family Office Executive Search is part of the Family Office Club association, the #1 largest community of family office professionals globally with quarterly 400-1,000 person live events and many other resources.

Alissa Bennett: Managing Director of Conferences

Alissa serves as the Conference Director for all of the Family Office Club’s conferences. Alissa ensures that the speakers on stage at our events have an excellent experience and that the content is well prepared and well received by our attendees. In addition to managing the speakers, Alissa helps coordinate all facets of our conferences from the venue selection to the planning and execution of each event.  Finally, Alissa oversees all event sponsorships, working with our industry partners to ensure that their event experience exceeds their expectations.

Alissa joined the team in 2014 and her prior experience managing energy industry conferences has been a valuable addition to our conference division. Alissa’s background is in business and marketing and she holds a Bachelor’s from Oregon State University.

Sarah Greg: Events and Conference Manager

Sarah serves as the events and conference manager for all of the Family Office Club’s conferences. Sarah ensures that the speakers on stage at our events have an excellent experience and that the content is well prepared and well received by our attendees. In addition to managing the speakers, Sarah helps coordinate all facets of our conferences from the venue selection to the planning and execution of each event.  

Sarah joined the team in 2018 and her prior experience managing corporate events and conferences has been a valuable addition to our conference division. Sarah holds a Bachelor’s from the University of Florida.

Ellie Hojabri: Strategic Partnership Director

Ellie Hojabri is the Strategic Partnership Director for the Family Office Club and Wilson Holding Company. She is an accomplished professional with diverse experience across multiple industries. She is well known for her intuitive and calculative guidance, her persistence, as well as her notable negotiation skills. A valued addition to the Family Office Club that has been instrumental in providing insights essential to recognizing, developing, enhancing and maintaining long-lasting partnerships with an impressive array of clients including family offices, high-net-worth individuals, entrepreneurial ventures, privately held and publicly traded companies across a variety of industries.

Ellie’s much time spent abroad, especially in the Middle East and the United Kingdom, has contributed to her being well-rounded and sensitive to the needs of her valued international clients. Ellie practices discretion and, more importantly, respects and is respected by everyone she meets.

Charles B Wilson: Director of Association Resources

Wilson Capital-1002-EditCharles B. Wilson helps develop many of the Family Office Club resources from audio interviews to training materials and video content.  Charles produces and edits the training videos, video recordings of team member speeches at conferences, audio interviews, and other family office resources.

Charles has spent time recently helping us produce new family office training resources and improving the overall experience at the Family Office Club website.

Harvey Abrams: Family Office Advisor

HarveyHarvey Abrams is an experienced family office and investment manager who contributes a wealth of family office knowledge and experience to help improve our Qualified Family Office Professional (QFOP) training program and inform our content and materials.  Most recently, Mr. Abrams served as Executive Vice President of Securities Associates, Inc.

In this position, he performed a variety of functions for the family office and RIA firm including CFO, COO, and Chief Compliance Officer.  He has served on the investment committee for a family office and has the first-hand experience in the issues facing a family office such as managing an in-house accounting team, maintaining relationships with various third parties such as brokers, bankers, custodians, tax and trusts and estates consultants.Prior to serving as a family office executive, Mr. Abrams was President, CFO, and COO for The Center For Humanities, Inc. and Assistant Controller and Budget Director at Parents Magazine Enterprises. Mr. Abrams graduated from City University of New York-Baruch College with a BBA in Accounting with honors.

Aldo S. Rabih, CPA: Due Diligence and Risk Consultant

aldoAldo S. Rabih is a Senior Manager in New York working on reinsurance technical issues and derivative credit valuations.  As a consultant, Aldo helps the Family Office Club by further informing our coverage of due diligence, risk management and other important areas for family offices and wealth managers.

Aldo gained over ten years experience dedicated to serving financial services entities (mainly hedge funds and private equity entities) and over four years of diversified experience in other industries and capital markets, both at Metlife as well as from other big four public accounting firms.  Aldo has also spent two years as an independent risk consultant with a focus on internal controls and due diligence for fund of funds as well as reviewing transparency standards for fund of hedge funds.

David Roes, CFA: Advisory Board Member

David RoesDavid Roes is the Chief Executive Officer of ASEAN Investment Advisors Pte Ltd, a fund management company based in Singapore. He is a co-founder and director of its hallmark fund, ASEAN Small Cap Fund, launched in 2005. David worked for KeyCorp and Kemper Securities in New York from 1988 until he arrived in Indonesia in July of 1997, at the onset of the financial crisis.

He worked through the following turbulent years, remaining in Southeast Asia and pursuing his interests in the financial markets.  He has gained significant experience in Asian emerging markets working in financial advisory roles on many projects throughout the region. David is a graduate of Cornell University and has been active in the financial industry for more than two decades, with experience in commercial banking, investment banking, strategic asset allocation and portfolio advisory services.

Aditya Gadge: Advisory Board Member

AdityaAditya is the Chief Executive Officer of Association of International Wealth Management India (AIWM India). AIWM India primarily focuses on broader and strategic role of developing a more robust and forward-looking training infrastructure for private banking and wealth management sector and to promote more active industry involvement and collaboration in training and continuing education matters.

Aditya earned his Masters in Personnel Management and Masters in Economics and is a Certified Financial Planner. He is currently pursuing the CIWM certification. A prolific writer, he regularly contributes to various business, financial, and education publications. He is also a member of the editorial board of IndiaWealthReport.com, and a member of the illustrious jury for the prestigious WealthBriefing Asia Awards 2013.

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