Family Office ClubReviews 56

Excellent experience at the Family Office Fundraising Catalyst workshop.

Well organized, concise and actionable information with a healthy dose of 'been there, done that' that really brings the advice home.

Definitely worth the time and money.

I plan to maintain my Charter Membership and attend as many of the events as I scheduling allows.

Need to work on this form though. I answered 5 of 5 on things that I have not yet experienced. Just assuming that they too will be as well crafted as my first experience.

After becoming a Charter member over the past several months, I have to give the leadership (Richard Wilson) and his staff nothing but high marks. I have recently, accepted a position as Corporate VP of Finance with a rapidly growing Texas home builder. The tools, training, and networking events have prepared me to meet our capital raise target for this year of $20MM. I am happy to report that through your club, we have met both potential lenders and investors that are interested in our deals. So, thank you and I look forward to a long-standing relationship with the Family Office Club.

It was very good. I think anything in this life can be improved on. I believe the means of identifying 'who is who' and what a 'charter' really mean's as far as; am I an Investor?, an Entrepreneur?, or? Could easily be improved on. Then because after a speaker presents and walks to the side, the games seem to begin, the people line up, wait to grab a card, etc., and could be also be modernized so that everyone has an equal opportunity to to make the best use of everyone's time. I would like to end this review by saying it was a group of very kind and courteous people, that the family office club has drawn together.

Richard and the team have put together something extraordinarily rare and special--a resource where the vast majority of the content and speakers are directly relevant to my practice. I walk away from any event feeling that 1) i've learned something new 2) there's something that makes me a better, more insightful investor and thus more valuable to my partners AND potential partners, 3) that i've invested wisely as a Charter Member

I have been to 2 different conferences now: London and Chicago. The formats have been great and run really efficiently. The panel discussions have been fantastic and really interesting with great speakers in very smart combinations. Chicago, for example, had a wonderful (if not tumultuous) back and forth around the argument of investing in public vs. private companies as well as passive vs active investing. These conferences and the overall Club membership create what I think is today's epicenter of the family office environment from a marketing perspective for both introductions as well as becoming more familiar with the space and how to successfully navigate in it.
Eb Gaines
Litespeed Management