The Family Office Book -- Contents -- Introduction -- IS THIS BOOK RIGHT FOR YOU? -- WHAT THIS BOOK IS NOT -- WHAT IS UNIQUE ABOUT THIS BOOK? -- NAVIGATING THIS BOOK -- PART One Family Office Fundamentals -- CHAPTER 1 The Family Office Industry -- WHAT IS A FAMILY OFFICE? -- THE FAMILY OFFICE UNIVERSE -- THE HISTORY OF FAMILY OFFICES -- STATE OF THE FAMILY OFFICE INDUSTRY -- WHO USES A SINGLE OR MULTI-FAMILY OFFICE? -- WHY FAMILY OFFICES? -- MORE MONEY, MORE PROBLEMS -- FAMILY OFFICE INDUSTRY CONFERENCES -- CONCLUSION -- CHAPTER 2 Family Office Services -- ULTRA-AFFLUENT CLIENTS HAVE DIFFERENT NEEDS -- FAMILY OFFICE SERVICES -- ADDITIONAL BENEFITS AND LIFE MANAGEMENT SERVICES AS A COMPETITIVE ADVANTAGE -- SINGLE VERSUS MULTI-FAMILY OFFICE SERVICES -- DIFFERENCES IN GLOBAL FAMILY OFFICE SERVICE OFFERINGS -- CONCLUSION -- CHAPTER 3 Family Office Operations -- OUTSOURCED MODEL -- Expert Generalist Model -- Institutional Offering Model -- FAMILY OFFICE TEAM MEMBERS -- FAMILY OFFICE INVESTMENT COMMITTEES -- BOARD OF ADVISORS -- FAMILY OFFICE GOVERNANCE -- INDIVIDUAL FAMILY GOVERNANCE -- FROM CPA TO FAMILY OFFICE CEO -- FAMILY OFFICE SERVICE PROVIDERS -- DEVELOPING A WELL-OILED FAMILY OFFICE MACHINE -- IMPLEMENTING PROCESSES, PROCEDURES, AND SYSTEMS IN YOUR FAMILY OFFICE -- CONCLUSION -- CHAPTER 4 The Ultra-Affluent's Guide to Selecting a Family Office -- STARTING A SINGLE FAMILY OFFICE VERSUS JOINING A MULTI-FAMILY OFFICE -- OBJECTIVE FAMILY OFFICE SELECTION ADVICE -- WHAT DO YOU WANT? -- CHARACTER JUDGMENTS -- SEVEN CRITICAL FAMILY OFFICE QUESTIONS TO ASK -- FAMILY OFFICE VETERAN QUOTES ON HOW TO SELECT A FAMILY OFFICE -- FAMILY OFFICE ONE-PAGER EVALUATION FORM -- CONCLUSION -- CHAPTER 5 Family Office Marketing -- YOUR CLIENT AVATAR -- CRYSTAL CLEAR EDGE -- BRIAN TRACY INTERVIEW EXCERPT ON CAPITAL RAISING -- CAPITAL RAISING TRIFECTA.

CAPITAL RAISING FUNNEL -- Level 1-Interviews or Articles Published -- Level 2-White Papers, Reports, or Surveys -- Level 3-Books Published -- Level 4-Speeches (Live or Recorded) -- Level 5-Face-to-Face Meetings -- Level 6-Capital -- Implementation Suggestion -- STORYTELLING -- PERSUASIVE WRITING (COPYWRITING) -- Copywriting Tactic #1- Headlines -- Copywriting Tactic #2- The Hook -- Copywriting Tactic #3- The Call to Action -- Copywriting Tactic #4-Personalization -- BRIAN HUGHES INTERVIEW ON FAMILY OFFICE BUSINESS DEVELOPMENT -- CONCLUSION -- PART Two Family Office Veteran Interviews -- CHAPTER 6 Single Family Office Interviews -- FAMILY OFFICE INTERVIEW WITH MICHAEL CONNOR OF CONSOLIDATED INVESTMENT GROUP -- FAMILY OFFICE INTERVIEW WITH ELIZABETH HAMMACK OF CM CAPITAL CORPORATION -- FAMILY OFFICE INTERVIEW WITH FRANK CASEY -- FAMILY OFFICE INTERVIEW WITH JOHN GRZYMALA -- FAMILY OFFICE INTERVIEW WITH MATTHEW ANDRADE, DIRECTOR OF INVESTMENT ANALYSIS AT KINNEAR FINANCIAL -- FAMILY OFFICE INTERVIEW WITH ANGELO ROBLES, PRESIDENT OF THE FAMILY OFFICE ASSOCIATION -- CONCLUSION -- CHAPTER 7 Multi-Family Offices Interview Transcripts -- FAMILY OFFICE INTERVIEW WITH CHARLES GRACE OF THRESHOLD GROUP -- FAMILY OFFICE INTERVIEW WITH LUKAS DOERIG OF MARCUARD FAMILY OFFICE -- FAMILY OFFICE INTERVIEW WITH JEFF COLIN, FOUNDER OF BAKER STREET ADVISORS -- FAMILY OFFICE INTERVIEW WITH THOMAS MELCHER OF HAWTHORNE MULTI-FAMILY OFFICE -- FAMILY OFFICE INTERVIEW WITH GREG KUSHNER, FOUNDER OF LIDO ADVISORS -- FAMILY OFFICE INTERVIEW WITH BOB BENSON, CHIEF INVESTMENT OFFICER OF LAIRD NORTON TYEE -- CONCLUSION -- PART Three Family Office Mechanics -- CHAPTER 8 Family Office Investments -- TRADITIONAL INVESTMENTS -- ALTERNATIVE INVESTMENTS -- VENTURE CAPITAL AND ANGEL INVESTOR INVESTMENTS -- INFRASTRUCTURE INVESTMENTS -- HARD ASSET INVESTMENTS.

FAMILY OFFICE INVESTMENT PROCESS -- THREE FAMILY OFFICE PORTFOLIO CONSTRUCTION MODELS -- THE OPERATING BUSINESS SANDBOX MODEL -- THE DIVERSIFIED INSTITUTIONAL MODEL -- THE HYBRID MODEL -- FAMILY OFFICE INVESTMENT COMMITTEES -- INVESTMENT COMMITTEE EXAMPLES -- STRATEGIC VERSUS TACTICAL ASSET ALLOCATION -- Excerpt from Interview with Graham Harrison of Asset Risk Consultants -- INSTITUTIONAL CONSULTING FIRMS AND FAMILY OFFICE INVESTING -- FAMILY OFFICE INTERVIEW WITH DAVID THOMAS, CEO OF EQUITAS CAPITAL ADVISORS, LLC -- CONCLUSION -- CHAPTER 9 Fund Manager Selection and Deal Flow -- THE SIX-STEP FUND MANAGER SELECTION PROCESS -- MANAGED ACCOUNT TRENDS -- FUND MANAGER PREFERENCES -- GLOBAL FUND MANAGER DUE DILIGENCE -- FAMILY OFFICE PARTNERSHIPS WITH FUND MANAGERS -- MANAGING DEAL FLOW OVERLOAD -- OBJECTIVE CHARACTER ANALYSIS -- THE 6 CS OF CHARACTER ANALYSIS -- FAMILY OFFICE INTERVIEW WITH EVAN COOPERMAN OF ARTEMIS WEALTH ADVISORS -- CONCLUSION -- CHAPTER 10 The Future of the Family Office Industry -- THERE IS NO FAMILY OFFICE INDUSTRY -- SHIFTING INVESTMENT CRITERIA -- FAMILY OFFICE JOB GROWTH -- FAMILY OFFICE TRAINING -- NEW GLOBAL HOT SPOTS -- FOUR GLOBAL DRIVERS OF FAMILY OFFICE INDUSTRY GROWTH -- CONCLUSION -- Conclusion -- APPENDIX Family Office Newsletter -- About the Author -- RICHARD C. WILSON: FAMILY OFFICE FOCUSED -- THE FAMILY OFFICES GROUP & RICHARD WILSON CAPITAL PARTNERS LOGO -- RICHARD WILSON CAPITAL PARTNERS, LLC -- Qualified Family Office Training -- Index.