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 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.  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 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 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 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.