Organizations
Billionaire Family Offices

The clients we currently advise on the buy-side have an average portfolio of $1.1B, over $5.1B in aggregate AUM

Burgess COMMENTARY

Peter Burgess

The clients we currently advise on the buy-side have an average portfolio of $1.1B, over $5.1B in aggregate AUM

Growth Capital Investors Directly-Sourced Deal Flow Direct Investment Access Outsourced Family Office CIO Single Family Office Advisor Our Team & Contact Details

The Billionaire Family Office is led by Richard C. Wilson, author of the bestselling book in the family office industry, The Family Office Book: Investing Capital For the Ultra-Affluent. Richard also heads the #1 largest family office association, the Family Offices Group. Our mission is to provide a suite of services that cater to the unique needs of $1B+ families and single family offices.

To learn more about family offices and our team, please explore our website, watch our videos, read our free report, attend one of our live family office workshops, learn about our family office training, or reach out to us with our contact information below. We are always looking to help family offices gain access to the resources they need to manage and grow their organization.

Billionaire Family Office
3300 NW 185th Avenue Suite #108
Portland, Oregon 97229
Email: Richard@BillionaireFamilyOffice.com
Phone: (212) 729-5067
Fax: : (480) 772-4041
Office Hours: 8:30AM – 5:00PM PDT

Richard C. Wilson: Founder and CEO
Wilson Capital-1004Richard C. Wilson founded the Family Offices Group. He is the President of Wilson Holdings, a diversified media company, and the Billionaire Family Office where he works with family offices daily. He has been working with family offices and raising capital for over 7 years and has provided consulting advice and services to more than 1,600 firms. Richard is a bestselling author of The Hedge Fund Book: A Training Manual for Professionals and Capital-Raising Executives and The Family Office Book: Investing Capital for the Ultra-Affluent (Wiley Finance Series).

Richard has spoken over 50 times in 15+ countries around the world. These travels and resulting relationships have brought about dinner with a prince, sharing stages with prime ministers, and a wedding ceremony for a royal family in Europe. He recently chaired a full-day 300 person conference in Zurich and acted as Opening Day Chairman for GAIM International, the family office industry’s largest and oldest conference in Monaco. Richard has a Bachelors of Business Administration from Oregon State University, an M.B.A. in Marketing from the University of Portland, and has completed masters level research and coursework on the psychology of influence at Harvard University within their ALM department.

Theo O’Brien: Managing Director
Theo Headshot Theo O’Brien serves as Managing Director at Richard Wilson Capital Partners and the Family Offices Group. At the Family Offices Group, 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.

Harvey Abrams: Family Office Advisor
Single Family OfficesHarvey Abrams is an experienced family office and investment manager who contributes a wealth of family office knowledge and experience to help improve our Qualified Family Office Professional (QFOP) training program and inform our content and materials. Most recently, Mr. Abrams served as Executive Vice President of Securities Associates, Inc. In this position, he performed a variety of functions for the family office and RIA firm including CFO, COO and Chief Compliance Officer. He has served on the investment committee for a family office and has first-hand experience in the issues facing a family office such as managing an in-house accounting team, maintaining relationships with various third parties such as brokers, bankers, custodians, tax and trusts and estates consultants.

Prior to serving as a family office executive, Mr. Abrams was President, CFO and COO for The Center For Humanities, Inc. and Assistant Controller and Budget Director at Parents Magazine Enterprises. Mr. Abrams graduated from City University of New York-Baruch College with a BBA in Accounting with honors.

Rafael Tassini: Research Associate
Rafael HeadshotRafael Tassini has been conducting research for the Family Offices Group 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.

Charles B. Wilson: Resource Development Specialist
Single Family OfficesCharles B. Wilson helps develop many of the Family Offices Group resources from audio interviews to training materials and video content. Charles helps produce and edit 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 Offices Group website.

Adriana Albuquerque: Client Services Specialist
Single Family OfficesAdriana works with Ashley 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.

David Becker: Portfolio Management Consultant
Single Family OfficesDavid Becker is an expert in portfolio and risk management, and is well adept in his knowledge of financial derivatives. With his extensive experience in these areas, David has been instrumental in the creation of our training platform and the continual development of educational resources for family offices. Mr. Becker has an 18 year track record of creating and initiating successful investment ideas. During his professional career, David has worked for 2 investment banks, which include Morgan Stanley and Smith Barney, trading equities, debt derivatives, commodities and foreign exchange. David has in depth knowledge of many trading strategies that lead to successful short and long term returns.

Aldo S. Rabih, CPA: Due Diligence and Risk Consultant
Single Family OfficesAldo S. Rabih is a Senior manager in New York working on reinsurance technical issues and derivative credit valuations. As a consultant, Aldo helps the Family Offices Group by further informing our coverage of due diligence, risk management and other important areas for family offices and wealth managers. Aldo gained over ten years’ experience dedicated to serving financial services entities (mainly hedge funds and private equity entities) and over four years of diversified experience in other industries and capital markets, both at Metlife as well as from other big four public accounting firms. Aldo has also spent two years as an independent risk consultant with a focus on internal controls and due diligence for fund of funds as well as reviewing transparency standards for fund of hedge funds.