Family office guides

These guides are built on Richard C. Wilson's own books, including The Single Family Office, How to Start a Family Office, Centimillionaire Strategies, The Decamillionaire Trail Guide, Speed of Implementation, Rainmaker and Capital Raising.

• A 90-day setup plan for a billionaire family office
• A conflicts of interest policy for a family office
• A family compass workshop agenda for billionaire families
• A fund manager selection scorecard for billionaire families
• A lean family office for business owners
• A monitoring cadence for family office fund managers
• A policy manual for protecting family capital
• A portfolio direction memo after a billionaire business sale
• A vendor due diligence checklist for family offices
• A working dashboard for a billionaire family principal
• Advisory board versus investment committee in a billionaire family office
• Agreeing publicity permissions before a billionaire family charitable gift
• Agreeing the opening records before a family office takes responsibility
• An investment committee meeting agenda for billionaire families
• Approving conference appearances by a private family office executive
• Approving personal use of assets owned by a billionaire family enterprise
• Art and collectibles in a billionaire family office
• Asset allocation for a billionaire family with concentrated wealth
• Assigning shared resources across a hybrid family investment portfolio
• Background and reference checks on family office hires
• Backing the right management in a family office deal
• Benchmarking returns in a billionaire family office
• Bill pay and expense controls in a family office
• Building a billionaire family office team: the complete guide
• Building the startup budget for a single family office
• Buying strategic assets that strengthen a billionaire family enterprise
• Calculating whether a family office fee saving is real
• Capital partnerships for billionaire family enterprises: the complete guide
• Cash management for a billionaire family office
• Changing outsourced CIOs while protecting a billionaire family portfolio
• Checking understanding in cross-border family enterprise negotiations
• Checking what a family office website actually claims about its mandate
• Choosing a capital structure before approaching billionaire partners
• Choosing a consultant or a multi-family office
• Choosing a narrow investor audience for a family enterprise financing
• Choosing an internal CIO or an outsourced team for billionaire wealth
• Choosing control over billionaire family investments: the complete guide
• Choosing real estate operators for a billionaire family portfolio
• Choosing the first custodian for a family office
• Choosing which billionaire family capabilities to retain
• Closing the loop with a deal source after a billionaire family declines
• Club deal terms to agree on before closing
• Club deals: how billionaire families team up on big deals
• Co-investing vs fund commitments for billionaire families
• Collecting competitive intelligence without exposing family enterprise confidences
• Common delays when starting a family office
• Comparing a family enterprise capital offer with investor alternatives
• Comparing AUM pricing with the work a family actually needs
• Comparing conversion paths before opening a billionaire family office
• Comparing custodians for a billionaire family office
• Comparing fund manager fees and terms for billionaire families
• Comparing outsourced CIO fees for a billionaire family mandate
• Connecting the family compass to philanthropy priorities
• Consolidated reporting for multi-entity families
• Converting a billionaire single family office into a multi-family office: the complete guide
• Coordinating advisors in a lean family office
• Coordinating an outsourced CIO with trustees of billionaire family wealth
• Coordinating financial assets and enterprise growth: the billionaire guide
• Correcting a family wealth report after it has been circulated
• Creating your family compass: the complete guide
• Cybersecurity basics for billionaire families
• Deciding which family enterprise work cannot be compressed
• Defining which family branches the new office will serve
• Defining why a billionaire family enterprise wants outside capital
• Designing fees for a billionaire family multi-family office business
• Designing staff bonuses and carry for billionaire family offices
• Designing the organization chart around billionaire family responsibilities
• Diagnosing a family enterprise capital raise that is not progressing
• Direct real estate versus property funds for billionaire families
• Distribution control for billionaire family enterprises
• Documenting a repeatable capital raising process for a family enterprise
• Embedded vs standalone family offices
• Ending a fund manager relationship in a billionaire family office
• Endowment models and the billionaire family balance sheet
• Entity choices for a new single family office
• Estimating the cost of unfinished family enterprise projects
• Evaluating emerging managers for a billionaire family portfolio
• Evaluating fees across billionaire family wealth: the complete guide
• Explaining the estate plan to a billionaire family
• Family compass priorities for different sources of wealth
• Family meetings about money in a billionaire household
• Family office investment management: the billionaire family guide
• Family office partners, vendors, and service providers: the complete guide
• Family office syndicates by industry
• Farmland and timber diligence for billionaire families
• Five ways billionaire families find proprietary deals
• Following fee layers through private family investments
• Fund document issues a billionaire family should resolve before investing
• Fund manager references that help billionaire families decide
• Getting family compass participation from in-laws
• Giving family office staff a route to report concerns about a senior person
• Global family office hubs
• Gold and hard assets on a billionaire family balance sheet
• Governance at generation four and beyond
• Governance for single-heir families
• Governance for the investment office and the family
• Governance lessons for families that want wealth to last
• Growing from a lean office to a full single family office
• Co-investing and club deals: the complete guide for billionaire families
• Direct investing and operating businesses: the complete guide for billionaire families
• Introduction to the single family office: the complete guide
• The future of the single family office: the complete guide
• Handing decisions between strategic and tactical family investment committees
• Handling exceptions to a billionaire family investment direction
• Handling gifts and hospitality offered to family office employees
• Handling urgent household requests without interrupting the investment desk
• Helping an institutional hire adjust to a single family office role
• Hiring a family member vs an outside professional
• Hiring an outsourced CIO for a billionaire family foundation
• How a family office changes the estate plan
• How an MFO conversion changes a billionaire family office culture
• How billionaire families hire: trust first, then a clear job
• How billionaire families plan the exit before they buy
• How billionaire families structure direct deals
• How billionaire family offices run day to day
• How dynasties keep wealth past the third generation
• How family offices win co-investment rights from top funds
• How service providers earn family office trust
• How single family offices are built: a guide for capital raisers
• How the family office talent market is changing
• How the ultra-wealthy organize their money
• How to present an investment to a billionaire family committee
• How wealthy dynasties govern their family offices
• Impact and values investing in family offices
• Improving billionaire family deal access: the complete guide
• Independent directors on family boards
• Information rights that make minority ownership usable
• Inheritance and motivation in a billionaire family
• Insurance reviews for billionaire families
• Intergenerational wealth management for billionaire families the complete guide
• Interview questions for a family office CEO
• Investment committee minutes and records for billionaire families
• Investment committees and advisory boards: the billionaire family guide
• Investment fund manager selection and monitoring: the billionaire family guide
• Investment reporting a billionaire family can use
• Keeping a family enterprise relationship useful between transactions
• Keeping family records usable outside vendor systems
• Keeping great staff when the founder is hard to work for
• Keeping specialist advice available for infrequent family office decisions
• Keeping the family compass consistent with signed instructions
• Keeping third generation billionaire families engaged in shared ownership
• Lean family office vs multi-family office
• Lean family offices: how some wealthy families run with two people
• Learning the missing skill before a family enterprise expands
• Liquidity buckets for a billionaire family office
• Listening before proposing a partnership to a billionaire family
• Making a family enterprise introduction without spending trust carelessly
• Managing a concentrated stock position in a billionaire family office
• Managing disagreement in a billionaire family: the complete guide
• Mapping the vendors that protect family capital
• Measuring completed work in a billionaire family enterprise
• Mistakes first-time family office founders make
• Monitoring an outsourced CIO without rebuilding its investment desk
• Moving family office reporting from parallel systems to one accepted record
• Moving from equity to debt in co-investments
• Negotiating family office vendor fees
• Negotiating service scope before negotiating provider fees
• Onboarding a new family office service provider
• Operational due diligence on a family office fund investment
• Outsourced chief investment officers for billionaire families: the complete guide
• Outsourced investment leadership for a separate branch of billionaire wealth
• Outsourcing vs in-house back office for a family office
• Paying advisory board members in a billionaire family office
• Peer networks for family offices
• Planning a change of control before an investment fails
• Planning the wealth transfer timeline in a billionaire family
• Positioning a family enterprise capital raise around a provable advantage
• Preparing billionaire heirs through practical education
• Preparing heirs to serve on a family investment committee
• Preparing investor materials that respect billionaire family privacy
• Preparing the work before a billionaire principal gives it attention
• Preserving investor relationship knowledge when the family enterprise team changes
• Preventing avoidable wealth erosion across billionaire generations
• Property management oversight in a billionaire family office
• Protecting a billionaire family name in the sales process
• Protecting decision capacity in billionaire family enterprises: the complete guide
• Protecting the billionaire principal's time: the complete guide
• Protecting the founding family service during an MFO conversion
• Public relations for a private billionaire family office: a practical guide
• Qualifying strategic counterparties before the billionaire founder meets them
• Questions for counsel before a billionaire family office serves outside clients
• Real estate and hard assets for billionaire families the complete guide
• Real estate debt diligence for billionaire family investors
• Real estate ownership and the billionaire family estate plan
• Recognizing the same acquisition opportunity across several deal sources
• Recording investor meetings without turning interest into a commitment
• Recording unequal service needs across billionaire family households
• Recruiting outside experts for a billionaire family committee
• Regulatory questions before a family office begins operating
• Rehearsing a family office launch before the founder steps back
• Replacing a family office vendor without disruption
• Reserved decisions in delegated family investment mandates
• Revisiting family wealth direction after ownership changes
• Risk management across a billionaire family balance sheet
• Routing a reporter inquiry to the right family office spokesperson
• Running a discreet search for a family office executive
• Running a focused completion session across family enterprise teams
• Screening investment pitches before they reach the billionaire principal
• Second generation investment roles in a billionaire family office
• Selecting a CPA firm for complex family wealth
• Selecting an estate attorney for a billionaire family
• Selecting an outsourced CIO for a billionaire family office
• Selecting the first outside clients for a billionaire family office
• Separating a portfolio company response from a billionaire family statement
• Separating operating property economics from family portfolio allocation
• Separating ownership control from operating responsibility
• Separating pooled investment administration from family wealth reporting
• Separating relationship development from technical delivery in family businesses
• Setting a concierge service intake process for a billionaire family
• Setting a real estate allocation for a billionaire family
• Setting CIO compensation for a billionaire family mandate
• Setting decision authority in a billionaire family outsourced CIO mandate
• Setting direction for billionaire family wealth: the complete guide
• Setting return targets for a billionaire family portfolio
• Setting up a family office after selling a business
• Seven direct investing mistakes wealthy families make
• Sharing due diligence in co-investments and club deals
• Single family office governance: the complete guide
• Sorting incoming requests before they consume the family office workday
• Spending expectations for heirs in a billionaire family
• Staffing a billionaire family office to serve multiple families
• Starting a family enterprise initiative before the whole path is clear
• Starting a single family office: the complete guide
• Strategic positioning for billionaire family enterprises: the complete guide
• Strategic visibility for billionaire family enterprises: the complete guide
• Technology and AI in family offices
• Technology for lean family offices
• Testing a family enterprise service before funding its expansion
• Testing advisor conflicts before delegating family capital
• Testing performance fees against the family outcome
• Testing the economics of a billionaire family office conversion
• Testing whether a family enterprise commercial alliance adds value
• Testing whether an existing holding company needs a family office
• The 40-Hour Due Diligence Rule for Direct Deals
• The annual family office vendor review
• The chief direct investment officer: a role more families are adding
• The core services every family office ends up handling
• The deal screen: what families check before diligence
• The family compass and the investment policy statement
• The family compass: how billionaire families write down what they stand for
• The family office CEO and CIO: who does what
• The family office CFO: the role that keeps the money visible
• The family office operating budget, line by line
• The family vault: document management for wealthy families
• The five risks in every direct deal, and how families reduce them
• The five skills billionaire family offices hire for first
• The kinds of families that run lean offices
• The lean billionaire family office: a complete guide to outside specialists
• The lean family office checklist
• The monthly close in a family office
• The quarterly rhythm of a lean family office
• The regulation outlook for family offices
• The risks a billionaire family accepts when opening its office
• Trading deal terms without conceding the family objective
• Trophy assets: why billionaire families pay a premium
• Turnaround club deals: buying from tired owners
• Turning an event lesson into a family enterprise operating change
• Turning billionaire family objectives into advisor instructions
• Understanding subcontractors in family office services
• Updating the family compass after a death or business exit
• Using site visits to assess fit with a family enterprise capital partner
• Using the family compass to say no to deals
• Verifying a fund manager track record before a family commitment
• Vision statements that heirs will read
• Voting and vetoes on a billionaire family investment committee
• Voting structures in family entities
• What a billionaire family should ask a fund manager first
• What a direct deal team really costs a family office
• What a lean family office costs, and how to keep it lean
• What an outsourced CIO should deliver to a billionaire family
• What enduring billionaire family ownership requires
• What family office vendor contracts need to explain
• What the first family office setup meeting should cover
• What the future of family offices means for capital raisers
• What the next generation wants from family wealth
• When a single family office starts to make sense
• When family office governance fails: early warning signs
• When one person at a vendor holds all the answers
• Where family offices find senior talent
• Where to locate a billionaire family office
• Who belongs on a billionaire family investment committee
• Why Billionaire Families Stay Inside Their Circle of Competence
• Why billionaire family offices open to other families
• Why direct investing keeps growing among family offices
• Why family governance needs a review every few years
• Why family offices are becoming more visible
• Why founders build a family office after selling a business
• Why more billionaires are building family offices
• Why multi-family offices are consolidating
• Writing a billionaire founder's legacy statement
• Writing a buy-side investment banking mandate for a billionaire family
• Writing a rebalancing policy for a billionaire family office
• Writing an investment committee charter for a billionaire family
• Writing family values in plain words
• Writing the first investment policy for a family office