The Team

The team is part of the Wilson Holding Company’s Wilson Data division.  We own the 259,000 member community of private equity professionals called the Private Equity Investment Group (PEIG) that was started in 2007.   Our team has put out 7 books, published two dozen white papers, released 101 podcast episodes, hosted 55 live conferences and spoke 150 times in 17 countries globally on the topics of private equity, capital raising and family offices. Our 15 person team is registered with the state of Florida and is based in Key Biscayne, Florida.

Office Hours: 9:00AM – 5:00PM EST
Phone: (305) 677-3327
Fax: (480) 772-4041

328 Crandon Blvd.
Key Biscayne, Florida 33149 USA

Our Team:

Our team of professionals has over 25 years of capital raising, deal origination, research, and database construction building experience. We have offices in Key Biscayne Florida and Sao Paulo Brazil.

Daphny Obregon: Head of Directory Solutions and Charter Membership (USA)

Daphny is head of directory solutions at, The Family Office Club and Wilson Data. He will be your main point of contact in exploring how to use our directory solutions to help you in connecting with these firms whether you are raising capital, selling services, or looking for your next employer as Charter Membership Representative for the Family Office Club. His 15-years background in business, training, leadership, management, and development expand multiple arenas. Daphny will likely be your point of contact for any information on databases. Daphny serves as a liaison between Charter members and Family Office Club as well as family office databases. Prior to joining The Miami Family Office, Daphny worked as a consultant and marketing strategist for the Hedge Fund Group and the Private Equity Investment Group. He was the former Director of Finance Training Society and Business Training Institute.


Richard C. Wilson: Managing Director (USA)

Richard C. Wilson helps $100M+ net worth families create and manage their single family offices and currently manages 14 clients including mandates with three billionaire families with a total of $5B of buy-side advisory mandates in place. Richard is also the founder of the Family Office Club, the largest membership-based family office association ( with over 1,500 registered family office members.
Richard has spoken at over 150 conferences in 17 countries, has the #1 bestselling book in the family office industry, The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office and a recently released book called How to Start a Family Office: Blueprints for Setting Up Your Single Family Office. Richard has his undergraduate degree from Oregon State University, his M.B.A. from the University of of Portland, and has studied master’s level psychology through Harvard’s ALM program while previously residing in Boston. Richard currently resides 10 minutes from downtown Miami on the island of Key Biscayne, Florida with his wife and three daughters.

Jennifer Velasquez: Directory Representative (USA)

Jennifer Velasquez serves as Database Representative at Jennifer will most likely be one of the contacts  for any database 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 Bachelors degree from Florida International University  in Political Science and a minor International Relations

Andres Ospina: Directory Representative (USA)

Andres Ospina serves as Database Representative at Andres will  be one of your contacts  for any database related questions, where he works hard to constantly improve the client experience, and maintain our high-quality standards.

Andres joined our team with an extensive background in conference and membership sales. He gained his Bachelors degree from Bridgeport University  in Business Management.

Charles B Wilson: Director of Association Resources

Wilson Capital-1002-EditCharles 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. Charles has spent time recently helping us produce new family office training resources and improving the overall experience at the website.

Rafael Tassini: Dedicated Database Builder (Sao Paulo, Brazil)

Rafael Tassini is our 100% dedicated resource who does nothing but help us build higher quality databases every day. Rafael is trained in advanced Boolean search techniques and capital raising and continues to help our team improve our database products each quarter.


Adriana Albuquerque: Database Specialist (USA / Brazil)

Adriana helps our team upkeep our databases and release new versions at least twice a year through your feedback and our research. She assists Rafael’s ongoing database research and has been with our team since the beginning.