Raising Capital from Single Family Offices
Richard C. Wilson records a short video as founder of the Family Office Club.
Richard C. Wilson addresses people raising capital for an offering or a company seeking capital partners. He explains why single family offices can be relevant to those efforts, then grounds the discussion in a Family Office Club member's experience. The talk also includes his view on the pace and potential of developing relationships in this investor community.
In this video: Richard C. Wilson (Founder of the Family Office Club)
What they said
- A member's fundraising result. Richard says a Family Office Club member met family offices at events, used the club's database product and, after nurturing relationships, landed an $8 million equity check and a $40 million equity check. (at 0:57)
- Richard on nearby investors. Richard recommends looking for family offices and ultra wealthy investors near your location, industry or asset. In his view, shared familiarity can help both sides understand the opportunity and move faster. (at 2:19)
- Richard on anchor investors. Richard says a half million dollar investor may help bring in $50,000 and $100,000 checks. He describes other family offices and ultra wealthy investors as more comfortable when they see peers investing. (at 2:45)
- Richard on investment size. Richard says fundraisers could offer different terms based on investment size, including charging less to investors who commit more. (at 3:13)
- Richard on long-term relationship building. Richard says tangible progress may take time as fundraisers build specialized knowledge and relationships. He expects people investing time in the family office space now to benefit in the future. (at 3:13)
In their words
"they're just managing their own wealth essentially and managing their own portfolio or at least most of it."
"starting to put those face-to-face relationships in place, whether it's in person or via Zoom or something else."
Why it matters if you are building or preserving great wealth
After the member's event meetings and database use, Richard's example points to a practical need: a way to stay in contact with family offices between events.
From Richard's exclusive Billionaires.com interviews
Lessons from Richard C. Wilson's one-on-one interviews, as published on each interview page.
- Michael Lee-Chin: Learn from the best role model. Find the best role model in the world and ask how they did it. Then follow their recipe exactly without changing it.
- Serg Bell: Success comes from many decisions. He does not see business as one winning bet. He sees it as a long game, like poker or bridge, built on many smart choices over time.
See the data
Frequently asked questions
How large does Richard say a single family office may be?
He describes one as an ultra wealthy investment or wealth organization for a single family, typically with 20, 30, 50 million, 100 million or much more in assets under management or net worth.
Were the two equity checks the member's only closes?
No. Richard says they weren't the only two she closed.
Sources
Quotes are copied from the video captions and checked against the transcript. Timestamps link to the moment in the video. General information only, not legal, tax or investment advice.