About Us
Since its establishment in 2007, our parent company, the Family Office Club, has achieved significant milestones, including hosting 250+ live events, publishing 13 books, creating 200+ family offices, amassing 13 million followers across social channels, and garnering 5+ million podcast/YouTube interview downloads. As the largest association in the industry, we now have over 7,500 registered ultra-wealthy investors globally.
Throughout our journey, we have remained committed to assisting family offices in various areas, from establishing and formalizing their offices to identifying lucrative deal flow through our 15+ annual live conferences. Our dedication to safeguarding our clients’ wealth and enhancing their financial growth has inspired us to launch Virtual Family Office Solutions.
Our Growing Team
Richard C. Wilson
Founder
& CEO
Richard C. Wilson is a husband, adventure enthusiast, father of 3 girls, and a third generation Eagle Scout. Richard is also the CEO of the #1 ultra-wealthy investor club with 7,500+ investors called Family Office Club which hosts 16 in-person events per year. His investor club runs the most listened to podcast on family offices, the most watched YouTube channel with 1,000+ videos, and has spent $25M the last 17 years hosting 300+ live events and he has a total of 15 million social media group members and followers. Richard also runs and owns Billionaires.com where he is interviewing 100 billionaires publicly to create the #1 resource on their scaling strategies and mindset.
Adriana Tassini
Vice
President
Adriana Tassini has taken on a leadership role as Vice President of the Family Office Club. Since then, she’s been helping coordinate events, oversees critical projects and help with the recruitment of any new talent to the team. As Co-Founder Of our training division, Adriana helps run operations, coordinate between the various business divisions and terms both internally and externally, and help provide a strategic framework for execution of client work within both Centimillionaire Advisors, LLC and the Family Office Club. Her work helps drive forward client initiatives, tactical projects for the company, and holistic management of client portfolios and projects. Adriana has been with the company for over ten years; she is a Harvard University Alum with a focus on International Relations.
Tabatha East
Investment
Project Manager
Tabatha East serves as Investment Project Manager and brings with her 17+ years of hospitality expertise from her time at Marriott International. Tabatha helps with operating our team and keeping everyone on top of investment projects, new talent recruitment, and oversees vendor/property management. Tabatha completed her apprenticeship, combined vocational schooling, and practical work application, to Hotel Specialist in Wiesbaden, Germany. She speaks German fluently.
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.
Andres Ospina
Managing
Director
Andres has worked with the Family Office Club for 6 years and is currently the company’s Managing Director. With an extensive background in developing sales processes and marketing campaigns, 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 sales, marketing, public speaking, conference and membership management experience as well as single family real estate investor acquisition experience.
Vanessa Casal
Event and Operations
Director
Vanessa Casal serves as the Event and Operations director for the Family Office Club. Vanessa joined the Family Office Club in January of 2018 and is currently part of our Miami Team. Vanessa currently oversees our event division managing speaker recruitment, venue partnerships, budgeting, and calendar planning. Vanessa joined our team with an extensive background in luxury hotels and event management. She earned her bachelor’s degree from Florida International University in Hospitality Management.
Rachael Merkel
Event
Director
Rachael Merkel serves as our Event Director and brings over 13 years of experience working in the event management industry. Her passion for hospitality started professionally with Fairmont Hotels & Resorts in 2009, followed by a tenure with the ultra-luxury brand Trump Hotels from 2012 to 2019, and most recently with Marriott International from 2019-2021 prior to joining the Family Office Club team. Rachael is passionate about creating memorable experiences, strengthening business relationships, and delivering great results.
Jenn Meyers
Investment and Opertations Manager
Jenn Meyers is a licensed Real Estate Agent and brings 10 years of experience in the short-term rental and vacation real estate industry from managing luxury villas in Hawai’i to working with the 2 top STR companies, AvantStay and Inspirato. Jenn helps our InvestorResidences.com team with property acquisitions, investor reporting, property management, pricing, and investor property use. Our team will be leveraging her expertise to monetize our assets in the portfolio over time.
Ellie Hojabri
Strategic Partnership
Director
Ellie Hojabri is the Strategic Partnership Director for the Family Office Club and Wilson Holding Company. She is an accomplished professional with diverse experience across multiple industries. She is well known for her intuitive and calculative guidance, her persistence, as well as her notable negotiation skills. A valued addition to the Family Office Club that has been instrumental in providing insights essential to recognizing, developing, enhancing and maintaining long-lasting partnerships with an impressive array of clients including family offices, high-net-worth individuals, entrepreneurial ventures, privately held and publicly traded companies across a variety of industries.
John Milanovich
Director of Charter Membership
John serves as Director of Charter Membership at the Family Office Club and Wilson Holdings. With over 25 years of experience working with family offices, John started at US Trust’s Ultra Net Worth business in 1996. John managed over $100 million in equities and structured long-term hedges for concentrated stock positions of over $300 million.
John has a BA from Whitman College, an MBA from Willamette University and is a Level 2 Candidate in the Chartered Financial Analyst Program. He is an Adjunct Professor to Carroll College and an avid outdoorsman.
Jimmy Egas
Director of Charter Membership
Jimmy Egas has a diverse background in business development, education & event management. He was born in Quito, Ecuador, and was raised in Miami, FL. He holds a Bachelor’s Degree in Business Management with two certificates in CRM & Entrepreneurship from Florida International University. At FIU he was part of the pioneer sales team that has now become a top 5 sales program in the country. For the last decade, he has been part of the tennis industry, multiple start-ups, large corporations & known event management teams in different roles. In industries such as Financial Services, Corporate Edtech, Luxury products,, Sports Entertainment, Food/Beverage & Hospitality. Working alongside the Miami Open, Miami Heat, Super Bowl Committee, Art Basel, Relay for Life & FIU Alumni to name a few. He values continuous learning, relationship building & empowering others through education.
Daphny Obregon
Director of
Investor Databases
Daphny has worked with the Family Office Club for 7 years and is currently the Managing Director of FamilyOfficeDatabases.com. He is in charge of managing 11,000 Investors and 24,000 contacts for the Family Office Club. His 20+ years of background in business, training, leadership, management, and development expand multiple arenas. Daphny serves as a liaison for Charter Members and the Family Office Club. Prior to joining The Miami Family Office, Daphny worked as a finance consultant for 17 years in finance. He is a marketing strategist for the Hedge Fund Group and the Private Equity Investment Group. He was the former Director of Finance at the Training Society and Business Training Institute.
Jennifer Velasquez
Director of
Member Relations
Jennifer Velasquez serves as our Director of Membership Relations 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 Bachelor’s degree from Florida International University in Political Science and a minor in International Relations.
Kevin Coulston
Digital Media Director
& CTO
Kevin Coulston serves as the Digital Media Director & Chief Technology Officer for Family Office Club. Kevin will be your main point of contact for any questions regarding the technical features of our websites.
Kevin joined our team with 20+ years of Website Design & Development experience in several fields, most notably higher education, after nearly a decade at Grand Canyon University.
Valeria Buitrago
Marketing
Director
Valeria holds the position of Marketing Director at PitchDecks.com and familyoffices.com. In her role, she oversees all aspects related to marketing tasks, ensuring their successful production and implementation. Valeria is also responsible for managing client projects from the initial onboarding call to the final completion, ensuring projects are delivered on time and meet the expected quality standards. Valeria’s proficiency extends to various digital tools, including Google Analytics, Facebook Ads, Snapchat Ads, Asana, ClickUp, and Canva.
Carlos Torres
Digital Media
Designer
Carlos Torres has been doing motion graphics and video editing since 2011 and has been working on Family Office Club projects since 2020. He has edited nearly 200 videos for Family Office Club and PitchDecks.com. As a Graphics Design Professional, he has spent the majority of his 16 year career in the advertising sector in Video, Below the Line, Digital, CRM, and Brand Image Management areas, with a special focus on customer service and the production of BTL print and campaigns.
Daryl Kate Dizon
Social Media
Manager
Daryl Dizon is our Social Media Manager. She currently works out of The Philippines and has built a 5-year career in the industry prior to joining the team. Her current responsibilities include managing social media pages for multiple clients from different industries, curating and creating social media posts, analyzing and planning social media strategies and ensuring that every item of social content in general is aligned with the clients’ brand and values.
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.