Emerging Manager
Success Traits
Brought to by the Family Office Club
Copyright © 2017
Family Office Club
For 10 years running, the Family Office Club is the premier community for more
than 1,500 registered family offices managing $1 trillion+ in assets
Current Clients:
1. $450M EU Family Office
2. $150M Midwest Family Office
3. $550M real estate Family Office
4. $1.3B Food Industry Family Office
5. $3B+ Multi-Family Office (Executive Search)
6. $200M Senior Living & Apartment Buildings Family
Office
7. $250M Diversified Real Estate Single Family Office
8. $50M Hospitality Industry Family Office (Formation
& Origination)
9. $2.3B Florida Single Family Office (Formation)
In total our clients under contract with us currently manage well over $20B in assets,
have over 25,000 doors of multifamily properties and all came to us via the Family
Office Club and the strategies suggested in our 5 Step System to Raising Capital.
Track Record
1.Leverage partner’s track record, your
track record at another firm, or deal-bydeal track record.
2.Consider independent sponsor model
or hybrid model, also consider just
getting deals done and exited with your
own capital (33 deals in UK example).
3.If you don’t have a track record, then
don’t start a fund, the experience is too
painful without one.
Address the Elephant(s)
1.Know the investors
questions and fears and
address them out of the
gates.
2.Prepare well-researched
case studies, examples,
and mitigation strategies
for those possible weak
areas.
Get Seeded
1.Seed Funds (formal or one-off)
2.JV with a capital raising partner of
some type whether it is a third party
marketer, or a multi-family office, or
former fund manager with investor
contacts.
3.Co-GP investment or reduced fee
incentives for founders class of
investors.
Formalized Business Setup
1.Real office space they can visit and see
your team and strategy in motion
2.Real full-time team members with
professional headshots and bios.
3.A full advisory board with a diverse range
of expertise represented in areas of
investor relations, investment expertise,
deal flow, or political/regulatory navigation.
4.Professional website, complete materials
on your strategy, and properly setup back
office, accounting/administration, legal, etc.
Rising Tide – Go
where the
momentum is or
where it inevitably
will be
Wow Factor
1.If you don’t genuinely wow
people with how unique you are,
the investment opportunities you
uncover, etc. you don’t stand a
chance of raising a lot of capital.
2.In a single sentence and no
more you have to be able to
summarize what you do in a way
that comes off clean/crisp, unique,
and genuinely valuable.
3.Can’t be too creative, could be
your fee structure, your investment
focus, your team, your strategy, or
the sandbox you have defined for
yourself.
4.Without some this factor you are
dead in the water past friends and
family.
Integrity
1.Do what you promise
investors
2.Integrate what you know
about yourself, your market,
your investors, and what will
protect and grow their capital
most.
3.Building the right cohesive
team which weaves together
your strategy, culture, and
investment philosophy.
4.Everything you do is judged
as the “right way” or the
“expedient way”
5.The biggest leverage longterm is being 100% integrated
in your approach and daily
actions
What is CapitalCon?
1.100% focused on sharing of capital
raising strategies, models, and templates
2.More $100M+ and $1B+ capital raising
trainers than any other event globally
3.Annual event we intend to grow and
differentiate between our Capital Raising
Workshops & Bootcamps which feature just
1-2 guest speakers alongside how we grow
our business and raise capital
Connect Directly
Richard C. Wilson
CEO/Founder
Wilson Holding Company
Direct Line: (305) 333-1155
328 Crandon Blvd. Suite #223
Key Biscayne, FL 33149
[email protected]
Disclaimer