Team - Billionaires.com

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.

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.

Support Team

Strategic Partnership Director
Ellie Hojabri

Director of Investor Databases
Daphny Obregon

Director of Member Relations
Jennifer Velasquez

Event and Operations Director
Vanessa Casal

Director of Association Resources
Charlie Wilson

Digital Media Director

Kevin Coulston

Head of Investor Relations

Laura Clay

Director of Charter Membership
Holly Caliendo

Director of Charter Membership
John Milanovich

Director of Social Media Outreach
Alyssa Beatrice

Vice President

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.

Strategic Partnership Director

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.

Managing Director

Andres Ospina

Andres has worked with the Family Office Club for 6 years and is currently the company’s Managing Director. He is in charge of working with clients to see who may be a natural fit for the type of pitch packages we design at PitchDecks.com. With an extensive background in developing sales processes and marketing campaigns, Andres has an intuitive feel for where the gaps may be in a pitch deck or investor relations approach and he brings that to the table, as you will see if you schedule a consultation call with him. Andres joined our team with an extensive background in sales, marketing, public speaking, conference and membership management experience as well as single family real estate investor acquisition experience.

Director of Investor Databases

Daphny Obregon

Daphny has worked with the Family Office Club for 7 years and is currently the Managing Director of FamilyOfficeDatabases.com. He is in charge of managing 11,000 Investors and 24,000 contacts for the Family Office Club. His 20+ years of background in business, training, leadership, management, and development expand multiple arenas. Daphny serves as a liaison for Charter Members and the Family Office Club. Prior to joining The Miami Family Office, Daphny worked as a finance consultant for 17 years in finance. He is a marketing strategist for the Hedge Fund Group and the Private Equity Investment Group. He was the former Director of Finance at the Training Society and Business Training Institute. You can schedule a call with Daphny to consult with him: Book a Meeting with Daphny.

Director of Member Relations

Jennifer Velasquez

Jennifer Velasquez serves as our Director of Membership Relations 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 Bachelor’s degree from Florida International University in Political Science and a minor in International Relations.

Event and Operations Director

Vanessa Casal

Vanessa Casal serves as the Event and Operations director for the Family Office Club. Vanessa joined the Family Office Club in January of 2018 and is currently part of our Miami Team. Vanessa currently oversees our event division managing speaker recruitment, venue partnerships, budgeting, and calendar planning. Vanessa joined our team with an extensive background in luxury hotels and event management. She earned her bachelor’s degree from Florida International University in Hospitality Management.

Event Director

Rachael Merkel

Rachael Merkel serves as our Event Director and brings over 13 years of experience working in the event management industry. Her passion for hospitality started professionally with Fairmont Hotels & Resorts in 2009, followed by a tenure with the ultra-luxury brand Trump Hotels from 2012 to 2019, and most recently with Marriott International from 2019-2021 prior to joining the Family Office Club team. Rachael is passionate about creating memorable experiences, strengthening business relationships, and delivering great results.

Director of Association Resources

Charlie 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.

Research Associate

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.

Digital Media Director

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.

Head of Investor Relations

Laura Clay

Laura Clay serves as Head of Investor Club Relations and brings with her 14 years of hospitality expertise from Marriott International, Classic Hotels & Resorts, and Starwood Hotels & Resorts. In this role, Laura helps our team onboard new investors, coordinates on investor participation at our live events, and consults with investors on where to most appropriately place their capital to work across our short-term rental, medical practice, and other investment opportunities.

Operations Manager

Jenn Meyers

Jenn Meyers is a licensed Real Estate Agent and brings 10 years of experience in the short-term rental and vacation real estate industry from managing luxury villas in Hawai’i to working with the 2 top STR companies, AvantStay and Inspirato. Jenn helps our InvestorResidences.com team with property acquisitions, investor reporting, property management, pricing, and investor property use. Our team will be leveraging her expertise to monetize our assets in the portfolio over time.

Investment Project Manager

Tabatha East

Tabatha East serves as Investment Project Manager and brings with her 17+ years of hospitality expertise from her time at Marriott International. Tabatha helps with operating our team and keeping everyone on top of investment projects, new talent recruitment, and oversees vendor/property management. Tabatha completed her apprenticeship, combined vocational schooling, and practical work application, to Hotel Specialist in Wiesbaden, Germany. She speaks German fluently.

Director of Charter Membership

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.

Director of Charter Membership

John Milanovich

John serves as Director of Charter Membership at the Family Office Club and Wilson Holdings. With over 25 years of experience working with family offices, John started at US Trust’s Ultra Net Worth business in 1996. John managed over $100 million in equities and structured long-term hedges for concentrated stock positions of over $300 million.

John has a BA from Whitman College, an MBA from Willamette University and is a Level 2 Candidate in the Chartered Financial Analyst Program. He is an Adjunct Professor to Carroll College and an avid outdoorsman.

Marketing Director

Josie Janders

Josie Janders serves as the Director of Marketing for PitchDecks.com and Family Office Club. She oversees all client-related projects from the onboarding call through completion of work. She is the main point of contact for PitchDecks.com clients and facilitates the content creation process. Josie joined PitchDecks.com in 2021 but has had an almost 10-year career in Sales and Project Management. She spent much of her career in the CPG and Alcohol industry, working for some of the largest worldwide brands such as Anheuser-Busch. She specializes in sourcing and creating Below the Line marketing assets, as well as coordinating the many moving parts of any project such as Graphic Design, Web Development, Social Media marketing, and beyond.

Digital Media Designer

Carlos Torres

Carlos Torres has been doing motion graphics and video editing since 2011 and has been working on Family Office Club projects since 2020. He has edited nearly 200 videos for Family Office Club and PitchDecks.com. As a Graphics Design Professional, he has spent the majority of his 16 year career in the advertising sector in Video, Below the Line, Digital, CRM, and Brand Image Management areas, with a special focus on customer service and the production of BTL print and campaigns.

Director of Social Media Outreach

Alyssa Beatrice

Alyssa Beatrice serves as the Director of Social Media for PitchDecks.com and Family Office Club. She is responsible for all marketing tasks related to various client campaigns. Alyssa oversees the day-to-day operations of our organic social marketing efforts as well as the creation of monthly content. In March of 2022, Alyssa was brought onto the team with 7 years of social media experience and has promoted each client’s identity by setting key performance indicators for each brand. Most of Alyssa’s experience stems from working with renowned companies such as Digicel Telecommunications Ltd. and Brandstar Beacon.

Communications Director

Mason Komay

Mason Komay serves as the lead copywriter for PitchDecks.com and Family Office Club. He is responsible for all copy-related tasks for various client projects. Mason primarily handles the drafting and revisions of client pitch decks, one-pagers, video scripts, press releases, blog posts, email templates, and one-liners. In January of 2022, Mason was brought onto the team with 3 years of copywriting experience, and has overseen the vast majority of copy-related projects from start to finish. Most of Mason’s experience comes from working with renowned companies such as BetterHelp, an online counseling service, and TrustedChoice.com, an independent insurance agency.

Advisory Partners

Richard Wilson

Dave Zook

Paul Karger

Bryan Sweet

Support Team

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