Pick your situation below and start there. Everything on this page is either free or clearly marked.
Start here: which stage are you at?
| If you are... | Start with |
|---|---|
| Just had a liquidity event | The 50 Kick-Off Questions worksheet, then Part 1 of the mini-series |
| Thinking about a single family office | Part 1 of the 12-part series, then the Kick-Off Questions worksheet |
| Already running an office | Governance structures guide and the fireside chats on deal flow |
| Looking for peers and deal flow | Family Office Club events |
Free tools and worksheets
You get the three downloads below after filling in the short form at the bottom of this page.
- Family Office Creation Kick-Off Questions (50 questions). What we ask a family before we design an office for them, from goals and family members to staffing, investing and governance.
- Family Office Governance Models. A short guide to the common structures.
- Direct Investing one-pager. How family offices find, check and close direct deals without a fund in the middle.
Free learning series
Books by Richard C. Wilson
- Centimillionaire Strategies. The six strategies $100M+ families use. Book page
- How to Start a Family Office. Step-by-step setup guide; the basis for the mini-series.
- The Single Family Office. A deeper look at how single family offices are built and run.
Events and bootcamps
- Family Office Club events. About 30 events a year, 16 in person, 340+ since 2007. familyoffices.com
- Family Office Super Summit. Family Office Club's flagship gathering, held over three days each December in Fort Lauderdale, with family offices, investors and founders in the room. familyoffices.com/super
- Capital Raiser Bootcamp. Richard C. Wilson's one-day bootcamp on raising capital, run in person in several U.S. cities and live-streamed. familyoffices.com/bootcamp
AI tools (custom GPTs)
- Family Office Finder. Searches 6,000+ family office profiles and returns top matches. chatgpt.com
- Super Intelligence VIP Guide. chatgpt.com
Outside research worth reading
- Henley & Partners, Centi-Millionaire Report: henleyglobal.com
- Knight Frank, The Wealth Report: knightfrank.com/research/reports/wealthreport
- Deloitte Private, Family Office Insights Series: deloitte.com
- UBS Global Family Office Report: ubs.com
Talk to Richard
Text or WhatsApp +1 (808) 600-9260, or email Richard@Centimillionaires.com.
Build note for Claude Design (not visible text): embed HubSpot form portal 4355826, form ID aa43eaf9-9820-48ab-895c-62118ac4cf44, to gate the downloads above.
Request the free downloads
Fill in the short form to get the book PDF, the 50 Kick-Off Questions worksheet, the governance guide and the direct-investing one-pager.
Short topic guides
- The private investor advantage
- Learning from Family Office Club sessions
- Access the centimillionaire resources
- Family office advisory board tips
- Hidden dangers of running a single family office
- Building direct investment deal flow
- Should direct investments be diversified?
- Multi-family office fee structures
- 50 family office kick-off questions
- The future of the single family office
- A basic guideline for direct investing
- Half-formed and fully formed family offices
- Centimillionaire facts at a glance
- Common mistakes of newly wealthy families
- Models for managing wealth after a liquidity event
- Direct investment deal flow multipliers
- Royalties alongside equity stakes
- Family office management scorecard
- Valuing fast-growing companies
- The virtual family office trend
- Experienced family office teams
- A disciplined investment process
- Choosing an industry focus
- Centimillionaire Advisors and its sister company
Educational only. Nothing on this site is investment, tax, legal, accounting or other professional advice, or a recommendation on any security, manager, structure or allocation. Speak with qualified professionals before acting.