Advisory Partners

Richard Wilson

Richard is a third-generation Eagle Scout, husband, and father of 3 living in Scottsdale, Arizona. He is the CEO & Founder of the Family Office Club, the #1 largest association of over 2,000 registered ultra-wealthy families and their family offices.
 

Dave Zook

Dave Zook is a successful business owner and an experienced real estate investor active in Multi – Family Apartments, Self-storage and the ATM space. Dave has acquired more than $100 million worth of real estate since 2010.
 

Paul Karger

Paul co-founded TwinFocus in 2006 and leads the firm’s direct investing efforts in private equity, venture capital and real estate. He works closely with the firm’s key clients to guide them through a broad range of complex issues and financial decisions.
 

David Choo

David Choo is responsible for the overall investment activities of HMV. He has over 35 years of extensive experience in the real estate investment and mortgage financing industries as an investor, land developer, project designer, and mortgage banker with an emphasis on large scale land assemblage and programmatic design of unique mixed-use projects.

Bryan Sweet

Bryan is a cultivator of opportunity and that is reflected in his passion for serving the clients of Sweet Financial Services. Beginning his financial services career in 1979, Bryan has done more than create lasting wealth plans for the wonderful clients we’ve been so fortunate to work with.

Eric Shelly

Dr. Eric N. Shelly is a seasoned and successful entrepreneur and investor. After earning a BA in Physics at Franklin & Marshall College and a DMD from University of Pennsylvania, Eric established and grew a thriving multi-doctor, multi-office dental business which has prospered for three decades.

Support Team

Adriana Tassini

Adriana Tassini has taken on a leadership role as Vice President of the Family Office Club. Since then, she’s been helping coordinate events, oversees critical projects and help with the recruitment of any new talent to the team. As Co-Founder Of our training division, Adriana helps run operations, coordinate between the various business divisions.

Geneovy Reyes

Vanessa Casal

Melissa Crain

Melissa Crain serves as Creative Director at the Family Office Club and PitchDecks.com. Melissa will be one of the contacts at PitchDecks.com for any graphic design & branding related needs, where she works hard to constantly improve the client experience through delivering high-quality design, and maintaining our high-quality standards.

Holly Caliendo

Holly Caliendo serves as Director of Charter Membership at the Family Office Club and Wilson Holding Company. Holly will be one of your 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.

Ellie Hojabri

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.

Daphny Obregon

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.

Charles B Wilson

Charles 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.

Kevin Coulston

Kevin Coulston serves as the Digital Media Director for Family Office Club. Kevin will be your main point of contact for any questions regarding the technical features of FamilyOffices.com.

Andres Ospina

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.

Jennifer Velasquez

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.

Rafael Tassini

Rafael Tassini is one of our Family Office Research Associates. Rafael has been conducting research for the Family Office Club and related work for years. Rafael is trained in research, analysis and capital raising and continues to help our team improve our products and services each year.

Laura Clay

Laura Clay serves as Director of Charter Membership at the Family Office Club and Wilson Holding Company. Laura will be one of your 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.