Investor Advisory Platform by Richard C. Wilson

About doctorsinvestorclub.com

doctorsinvestorclub.com is a portal for investor advisory work done by Centimillionaire Advisors, LLC an RIA serving investors. While our RIA is founded and ran solely by Richard C. Wilson, the sister company Richard also runs is the Family Office Club.  The Family Offices Club was founded in 2007, has hosted 150 live events, has 16 full-time team members, the CommercialRealEstate.com platform, and a community of over 2,500 investors.  Below you can find several of the team members who support Richard and our RIA offering through our platform approach to the industry.

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Meet Our Team

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Richard C. Wilson

Richard C. Wilson

CEO & Co-Founder

Richard is the CEO of Centimillionaire Advisors, LLC providing performance-based family office solutions for $100M+ net worth families. He is also the founder and head of the Family Office Club, the largest community of registered family offices globally with over 1,750 private investor members. In addition to having 6,500 participants attend 25 live conferences hosted per year, various divisions of the Family Office Club include PitchDecks.com, investment certification programs, & investor directories. Richard has spoken over 250 times in 14 different countries at industry conferences. He also has the #1 bestselling book, most listened to a podcast, and most visited website in the family office industry. Richard shares insights from his work with clients through his publications, he has written the first book on single-family offices, and the only books written on both how to start a family office, and on centimillionaire investments. Richard has an undergraduate degree in business, an M.B.A., and has studied post masters psychology through Harvard University’s ALM Division. Richard resides on the island of Key Biscayne, Florida with his wife and three daughters.

Forrest Bryant

Forrest Bryant

Dr. Forrest Bryant is a co-founder of the Doctor’s Family Office and an advisory board member to the organization.  Dr. Bryant is a retired dentist, financial planner, and real estate investor among many other things.  Above all, he is committed to making a difference in the world around him. After years of success as a practicing dentist, Dr. Bryant made a big move towards securing his own freedom and built his practice to the point where buyers were lined up to buy it. With the sale of his practices, he doubled down on his real estate investments, learning new and better ways to create passive income with tax-efficient strategies. He became a licensed financial planner shortly thereafter, obtaining his Series 6 and 65 licenses, and repositioned himself to help other doctors and high-net-worth individuals enjoy the same lifestyle he had cultivated

Jonathan Williams

Jonathan Williams

Private Equity Expert

Jonathan has over 9 years experience working in financial markets and asset management. He began his career working at Citadel LLC, one of the largest hedge funds in the world with over $32 billion in AUM working on the OTC trading desk for interest rate products. He then went on to work for Northern Trust Asset Management in Chicago and Miami where his team managed over $8 billion for Institutions and Family Offices. Jonathan is very active in the community as he is on the Executive Committee for the United Way Miami Young Leader’s Group and sits on the Education Impact Council.

Adriana Tassini

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.

Ellie Hojabri

Ellie Hojabri

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.

Ellie’s much time spent abroad, especially in the Middle East and the United Kingdom, has contributed to her being well-rounded and sensitive to the needs of her valued international clients. Ellie practices discretion and, more importantly, respects and is respected by everyone she meets.

Vanessa Casal

Vanessa Casal

Events and Conference
Andres Ospina

Andres Ospina

Director of Charter Memberships

Andres Ospina serves as Charter Membership Representative at the Family Office Club and Wilson Holding Company. Andres will be one of your contacts at the Family Office Club for any charter membership 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 Bachelor’s degree from Bridgeport University in Business Management.

Luis Escobar

Luis Escobar

Chief Technology Officer

Luis operates as our Chief Technology Officer and oversees project management, technology infrastructure, and client needs as it relates to operational excellence. With over a decade of programming, IT, and technology implementation for over 100 clients Luis can help clients moving through an acquisition of a brand, or simply getting their single family office operating more efficiently in the cloud, leveraging family office project management software, or via automation of tasks.

Rafael Tassini

Rafael Tassini

Deal Origination

Rafael is our direct investment deal origination research associate. Rafael helps us execute on designed processes to source very specific deal flow that meets the strike zone criteria of our ultra-wealthy clients. He has helped us close multiple investments not otherwise possible if it wasn’t for leveraging the 4 person research team he helps run.

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