Phone: (212) 729-5067
Fax: : (480) 772-4041
Office Hours: 8:45AM – 5:00PM EST
West Coast Office
South American Office
Our Global Team
Our team of professionals has over 25 years of experience in capital raising, marketing, client services and research. Our headquarters are in Key Biscayne, Florida with operations based mostly in Portland, Oregon but we have a global reach and you will often see our team members speaking at conferences and events across the globe. At the Family Office Club, we recognize that while a large portion of the industry is located in the United States, there are thousands of family offices around the world. We frequently travel to places like Singapore, Monaco and Sao Paolo to meet and work with local family offices.
Unlike many of our competitors, we not only drive the recruitment process, but are also involved at every stage of the search, from the initial approach, to successful placement. This ensures a professional, clear and seamless process for both client and candidate. Our reputation is crucial to our success, therefore we strive for excellence in the service we provide and in the people we employ. We will always maintain the highest ethical standards, incorporating integrity, honesty and professionalism in everything we do.
Terry Penn: CEO of Family Office Executive Search
Terry Penn: As Managing Director of Family Office Executive Search Terry brings 15+ years of confidential Executive Search in the Property and Casualty, Financial Services, Banking, Real Estate and Real Estate Finance industries at all levels. Additional search experience for his clients include key positions in fraud, risk, IT, security and loss prevention. Terry is now head of Family Office Executive Search and oversees all strategy, mandates, and relationship within this areaof the business. Family Office Executive Search is part of the Family Office Club association, the #1 largest community of family office professionals globally with quarterly 400-1,000 person live events and many other resources.
Richard C. Wilson: Chairman of Family Office Club and Wilson Holding Company
Richard C. Wilson is CEO of The Miami Family Office, a $500M AUM single family office a single family office. Richard is also the founder of Wilson Holding Company which employs over 30 professionals and produces over $10M a year in revenue through various operating businesses which include Billionaire Family Office and The Family Club, the largest membership-based family office association (FamilyOffices.com), along with holdings in the training, single family office management (SingleFamilyOffices.com), family office conferences, search, family office database research, physical bullion, private equity (PrivatEquity.com), food, and energy industries.
Richard has spoken at over 150 conferences in 17 countries and has the #1 bestselling book in the family office industry, The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office. Richard has his undergraduate degree from Oregon State University, his M.B.A. from University of Portland, and has studied master’s level psychology through Harvard’s ALM program while previously residing in Boston. Richard currently resides on the island of Key Biscayne, Florida with his wife and two daughters.
Theo O’Brien: Managing Director
Theo O’Brien serves as Managing Director at the Family Office Club. At the Family Office Club, Theo is in charge of developing and delivering our family office training services, the family office newsletter, and other resources to family offices.
Theo brings to the team several years of experience in alternative investments, business strategy and marketing. He is widely-recognized for his extensive research and writing on private equity and hedge funds which includes the production of hundreds of articles, interviews, books and video modules. Prior to joining Richard Wilson Capital Partners, Theo worked as a consultant and marketing strategist for the Hedge Fund Group and the Private Equity Investment Group.
Douglas Scott: Director
Douglas Scott serves as Director at the Family Office Club and Wilson Holding Company. Doug will most likely be your first point of contact at the Family Office Club, where he works hard to constantly improve the client experience, and maintain our high quality standards. Doug operates our Portland, Oregon offices where he is in charge of daily operations, the operational team, and conference management aspects of our business.
Currently, Doug is helping us release a new book on family offices, and has been involved in the rapid expansion of our Wilson Conferences and Training divisions as well.
Rafael Tassini: Family Office Research Associate
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.
Charles B Wilson: Director of Association Resources
Charles B. Wilson helps develop many of the Family Office Club resources from audio interviews to training materials and video content. Charles produces and edits the training videos, video recordings of team member speeches at conferences, audio interviews and other family office resources. Charles has spent time recently helping us produce new family office training resources and improving the overall experience at the Family Office Club website.
Adriana Albuquerque: Client Services Specialist
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. She also assists Rafael with his ongoing research on the family office industry. Adriana obtained her Bacherlor’s Degree from Harvard University.