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Ep #46 - Marketing to the Ultra Wealthy with Family Offices Featuring Richard C. Wilson

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Richard C. Wilson, the CEO of the Family Office Club Association, joins the show today to discuss marketing to the ultra-wealthy. In this episode, Richard explains what a Family Office is and shares how he got started in a niche that works with the top 1% of earners in America.

For those that don’t know, a family office in this context refers to a private company that dedicates a staff of professionals exclusively to investment and financial needs of one family. Essentially, a highly affluent client could hire an entire team to help manage their financial health and investment decisions.

In his bio, it shares that Richard helps $100M+ net worth families to create and manage their single family offices and he currently manages 14 clients including mandates with three billionaire families.

He is also the author of the #1 best-selling book in the family office industry, “The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office.” He also authored the book, “How to Start a Family Office: Blueprints for Setting Up Your Single Family Office.”

Richard owns some of the easiest domain names ever with websites like,, and Before you go and seek out your own super easy domains, be aware that Richard dropped top dollar for these domains and he actually shares exactly what he spent on this episode.

Connect with Richard Wilson:



Get Richard Wilson’s Books on Amazon at the links below:

“The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office:”

“How to Start a Family Office: Blueprints for Setting Up Your Single Family Office.”

This Marketing Geeks podcast episode is brought to you by multiple sponsors including the relationship marketing and automation powerhouse, BannerSeason. Send your clients, friends, and relatives personalized mugs, brownies, water bottles, and more. Customize these items with any image you choose and include the person's name on the item. 

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