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Quality Team

We have produced 1,621 videos to date, 364 audio interviews, over 182 YouTube videos published, 100+ live investment conferences, 25+ capital raising training workshops, 142 podcast episodes, 13 paperback books including the #1 bestseller on capital raising for 2 years running, 1.4 million connections on social media, and developed 172 marketing assets for clients, equity holdings, and our core business.

  • June 5, 2007
  • December 1, 2012
  • February 10, 2016
  • January 10, 2017
  • May 12, 2018
  • Company Founded

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    Richard C. Wilson starts the business on June 5th, 2007 in Boston, MA advising ultra-wealthy investors and investor relations professionals

  • Over 500 Investor Members

    Family Office Club reaches 500+ registered investors & has the #1 bestselling paperback book on ultra-wealthy investin2

  • #1 Bestseller on Capital Raising Published

    January 2016, our book Capital Raising: The 5-Step System for Attracting Private Investors becomes #1 bestseller on how to raise capital

  • $1M+ in Revenue/Year

    January 10th, 2017 business grows to $1M/Year in revenue through economic collapse & FamilyOffices.com is purchased

  • Over 1,600 registered investors +

    May 12th, 2018, we reach 100 live events hosted, have over 1,600 registered investors, and represent 25 families under contract worth over $5B in assets

Richard C. Wilson - CEO
Richard C. Wilson - CEO
Richard C. Wilson has helped raise over $250M and built a $5 Billion+ buy-side advisory business now under contract with 3 billionaires, over 20 centimillionaires, and a few $10M+ families.  Richard is also founder of the Family Office Club with over 1,600 global registered investors, and he is the author of the #1 bestselling book “Capital Raising: The 5-Step System for Raising Capital from Private Investors.” Richard has conducted over 25 live full day investor relations workshops, and is one of the top trainers and thought leaders globally on how to raise capital.
Andres Ospina - Client Director
Andres Ospina - Client Director

Andres Ospina is the client director here at PitchDecks.com. He is in charge of working with potential clients to see who may be a natural fit for the type of pitch packages we design for our clients. Andres has an intuitive feel for where the gaps may be in a pitch deck or investor relations approach and he brings that to the table, as you will see if you schedule a consultation call with him. Andres joined our team with an extensive background in conference and membership management experience with a background in real estate investing. He gained his Bachelors degree from the Bridgeport University in Business Management.

Luis Escobar- Creative Director
Luis Escobar- Creative Director

Luis joined our team with an extensive background in web & mobile native app development, creative direction, user experience/interface design, digital product development, open source technologies, direct-response marketing, social media, and e-commerce business strategy. His approach to all projects begins with aesthetics. Encapsulating the viewers highest perceived value in an actionable design experience is a key aspect of his work. Creating innovative websites and profitable direct-response marketing strategies will be the backbone of his process when it comes to the design and development of your online business.

Jennifer Velasquez - Training & CRM Implementation
Jennifer Velasquez - Training & CRM Implementation

Jennifer Velasquez serves as Charter Membership Representative at the Family Office Club and Wilson Holding Company. Jennifer will most likely be one of the contacts at the Family Office Club for any charter membership related questions, where she works hard to constantly improve the client experience, and maintain our high-quality standards.

Jennifer joined our team with an extensive background in customer service for pensions and real estate closings. She gained her Bachelors degree from Florida International University  in Political Science and a minor International Relations

Daphny Obregon - Investor Data Support
Daphny Obregon - Investor Data Support

Daphny serves as Charter Membership Representative for the Family Office Club. His 15-years background in business, training, leadership, management, and development expand multiple arenas. Daphny will likely be your point of contact for any Charter membership registration or information.

Daphny serves as a liaison for Charter members and Family Office Club. Prior to joining The Miami Family Office, Daphny worked as a consultant and marketing strategist for the Hedge Fund Group and the Private Equity Investment Group. He was the former Director of Finance Training Society and Business Training Institute.

J.J. Greenstein - Capital Raising Certification Lead
J.J. Greenstein - Capital Raising Certification Lead

J.J.  runs our Business Training Institute which offers courses Certified Capital Raising Specialist (CCRS) certification program. This is a self-paced designation and certification program for those looking to improve their knowledge of best practices and the typical mistakes made by those raising capital.  This program can be completed by those new to capital raising or who need formal training on it to improve their effectiveness.  He was added to the team to further develop and expand our thriving training programs. Logan comes to us with over 10 years of hands on customer service and high end sales experience.

Maria Ramirez - Graphic Designer
Maria Ramirez - Graphic Designer

Maria Ramirez is a graphic designer with a specialty focus on logos, book cover designs, whitepaper or special report covers, or other types of publication covers which require a unique combination of brand elements.  The Family Office Club and our clients have benefited from using Allan’s help on retainer client projects, Pitch Package projects, and projects such as designing the cover for our bestselling book on single family offices, and our book on capital raising as well.

Adriana Tassini - Operations
Adriana Tassini - Operations

Adriana Albuquerque is responsible for assisting Family Office Club clients and helps with on-site coordination of our workshops and events.  Adriana works to assure that our clients are satisfied and that we are always finding new ways to deliver value to our clients.

Adriana also assists Rafael with his ongoing research on the family office industry.  Adriana obtained her Bachelor’s Degree from Harvard University.

Rafael Albuquerque - Client Support
Rafael Albuquerque - Client Support

Rafael Tassini is one of our Family Office Research Associates.  Rafael has been conducting research for the Family Office Club and related work for years. Rafael is trained in research, analysis and capital raising and continues to help our team improve our products and services each year.

Rafael is always creating and researching new areas of the family office and wealth management space.  Rafael holds a Bachelor’s Degree in International Business and Business from Universidade Paulista.

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