Arta, the family office for everyone, exits stealth with $90m

Arta is a new financial management platform that aims to become the family office for everyone, not just the rich.

Your Investment Structure Matters More Than Strategy

The largest association in the family office wealth management industry with 100,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.

To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: Investing Capital for the Ultra-Affluent.” please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com

►Where to follow and listen to Richard:

Twitter: https://Twitter.com/RichardCWilson
Website: http://www.FamilyOffices.com
LinkedIn: https://www.Linkedin.com/in/singlefamilyoffice/
iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2
Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdf
Facebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/
Trainings: https://www.InvestmentCertifications.com
Bootcamps: http://FamilyOffices.com/Capital
Family Offices Summits: http://FamilyOffices.com/:
Family Office Jobs:http://FamilyOfficejobs.com/

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Richard is a bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance.He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

Get Your Family Office Basics in Place

Richard C. Wilson recorded this video at a Family Office Conference he attended in Phoenix AZ recently.

Hello, this is Richard Wilson, coming to you from Phoenix, Arizona. Just got done speaking in a room full of investors here. They’re all real estate investors. One of the groups has been part of our Family Office Club for a long time, does an annual summit and they invite all their investors here in the room. So a lot of it are small family offices, are super angel or angel investors size groups. But it’s interesting when I started I asked people to raise their hands if they knew exactly what a family office was, and very few people did. We’re hearing in the United States where family offices has been a strong trend for seven years, and still a lot of people don’t even know what it is. And if you have a family office of some type, or you say you do, many times it’s not formalized to the extent of having a real charter document in place, documenting exactly what you’re doing, who your service providers are, what’s going on in your portfolio, what you’re trying to improve at the family office level of how you manage your wealth.

It just shows again how early we are in the process. Some of the most interesting points that came out of the talk, was basically the fact that it’s very easy to have discussions about how to get your family off the start and how to document things. Yet still, almost nobody does it. It’s relatively easy to think about what ethical standards should be in place when managing the family office in terms of who gets hired, who gets fired, and what types of fees are okay, and what type of service providers should be used. Yet, many times families don’t have those conversations.

Many times they put them off, or they have them in a very informal non-documented fashion. And there’s just a big surprise by the audience on me telling stories about how rare it is to have these things in place, yet how it’s not a costly thing. You don’t have to spend $1 million or hundreds of thousands of dollars getting the basics of your family office set up. So anyways, just want to share those thoughts from the event here today. It’s Richard Wilson from the Family Office Club. I’ll see you in the next video.

This content was produced by the Family Office Club, to learn more about downloading our free book on ultra-wealthy investors and investing, to explore membership, or see when our next live events are please visit http://FamilyOffices.com If you are interested in setting up a family office solution, or getting better direct investment deal flow through our Centimillionaire Advisors, LLC division please visit http://Centimillionaires.com

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Richard C. Wilson is the founder of the Family Office Club, the #1 largest community of registered ultra-wealthy families and family offices with 1,750+ registered investors and 20+ live events a year. To download a free book on the family office industry please visit: https://familyoffices.com/family-office-book and if you need help investing or setting up your family office please see our Centimillionaire Advisors, LLC website at http://Centimillionaires.com

Sandbox Domination – $100K Episode

The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.

Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com

►Where to follow and listen to Richard:

BMO on Running a Modern Family Office: Wealth Management, Direct Access & Efficient Investments

Running a Modern Family Office: Integrating Comprehensive Wealth Management, Direct Access and Efficient Investments – that is the topic of our upcoming session with BMO on Thursday, June 17th.

Family offices are evolving to meet the complex needs of multi-generational families. This evolution has created a greater need for comprehensive management across banking & credit, tax & estate planning, as well as demand for direct investing tools that meet the unique needs of high-net-worth investors.

Family offices are also looking for new ways to be more efficient and tactical with their investment management. These evolving needs require a dynamic approach. This session will bring together three experts to provide you with insights on:

Navigating the complexities of managing substantial wealth
Using ETFs beyond transitions as part of your investment strategy to enhance access

Gaining greater control and efficiency through a high-end direct investing platform

Join me and Daniel Stanley, CFA, Director of ETF Sales at BMO Global Asset Management – Canada, Jay Lakdawala, MBA, Regional Director at BMO Investorline and Neil Hershcovitch, Head of Investments at BMO Family Office.