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
Adriana Tassini
Vice
President
Tabatha East
Investment
Project Manager
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
Rachael Merkel
Event
Director
Jenn Meyers
Investment and Opertations Manager
Ellie Hojabri
Strategic Partnership
Director
John Milanovich
Director of Charter Membership
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
Daphny Obregon
Director of
Investor Databases
Jennifer Velasquez
Director of
Member Relations
Kevin Coulston
Digital Media Director
& CTO
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
Carlos Torres
Digital Media
Designer
Daryl Kate Dizon
Social Media
Manager
Rafael Tassini
Family Office
Research Associate
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.