Centimillionaire Migraines Turning 7 potential 100 M headaches

Centimillionaire Migraines Turning 7 potential $100 M headaches for into points of strategic advantage By Richard C. Wilson Copyright © 2018

Family Office Club Contracting with family offices investors and training over 2, 5000 capital raisers we have gained a unique perspective on what works when raising capital. Current Clients: 1. $450 M EU Family Office 2. $150 M Midwest Family Office 3. $550 M Real Estate Family Office 4. $1. 3 B Food Industry Family Office 5. $3 B+ Multi-Family Office (Executive Search) 6. $200 M Senior Living & Apartment Buildings Family Office 7. $250 M Diversified Real Estate Single Family Office 8. $50 M Hospitality Industry Family Office (Formation & Origination) 9. $2. 3 B Florida Single Family Office (Formation) In total our clients under contract with us currently manage well over $20 B in assets, have over 25, 000 doors of multifamily properties, and came to us via the Family Office Club & the strategies suggested in our 5 Step System to Raising Capital.

Over 50, 000 Centimillionaires Globally 3

1) Chaos

Time constrained to the extreme Dashboard Focus Remedy Vision Strategic Fruits New reality they want Communicate Clearly – Family history video, history coffee book, and values communicated

2) Control Conflicts

Why? Natural, embedded, 1 st gen norm Use sponsors, outsourced CIO Co-investing, operating in your investment niche for an information advantage Family issues – Family Bank Clear communication guidelines Flexible trusts Governance & Family Meetings Quarterly – bi-annual in person Hubstaff/Daily/Weekly/Monthly/Quarterly/Annual KPIs and tracking of goals and tasks 098789

3) Isolation

Others can’t tolerate your quality of problems or relate Advice that makes no sense at all for where you came from Peer networks – Family Office Club, YPO, Tiger, Centimillionaire Co-Op Centimillionaire Strategies Webinar [Free 60 Minute Recording]

3) Support Systems

Don’t be a firm’s learning curve Do not be your firms largest client or top 20% client Work only with those who specialize in or only work with family offices Demand absolute transparency, accountability, and appropriate levels of control and optionality to stay flexible and nimble Avoid data grabs, painful unplugs, or confusing value creation or fee models

4) Poor Investment Opportunity Flow

Remedy Consumer Example for SFO Decide on desired deals, find the flow of deals, position in the flow and reach out towards qualified prospects at the same time Diversity? Why? Deal Origination Run – BBBB Model

5) Fee Creep

Remedy Fees based on AUM not work needed Reporting example Structures to address Negotiation leverage Professionalization – pays for FO alone just on negotiating fees

6) Forced Evolution at Liquidity or Critical Mass: Egypt -> Promise Land 16

Need to Evolve

Remedy Constant iteration and smarter strategic implementation, the 50 iterations is what keeps the wealth offensive instead of slowly diluted and defensive Vertical/horizontal Choke points Constantly iterating the strategy and having 1 -3 prong strategy FO Management Scorecard – Single. Family. Offices. com/Quiz

7) Where to Start?

Where to start? Frozen with conflicting advice that is 100% self-serving 50 kick off questions Do nothing until you know where you are going and why Four families from $110 M-$800 M frozen because of lack of conviction on what trees to water and fruits to produce, every move produces something VFO model growing, SFO with use of outsourced CIO for liquids and fund managers Free Webinars available on Centimillionaire Strategies, Creating a Single Family Office, etc.

Connect Directly Richard C. Wilson CEO/Founder Wilson Holding Company Direct Line: (305) 333 -1155 328 Crandon Blvd. Suite #223 Key Biscayne, FL 33149 Richard@Family. Offices. com

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