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Joe Reilly Family office expert.
Greenwich, CT
Joe Reilly is an investment and strategy consultant to family offices. He was the co-founder and founding president of the Family Office Association, a global forum for single family offices that is based in Greenwich, Connecticut. Previously Joe helped to start a single family office and foundation in New York where he was an investment manager for five years. He was an energy specialist focused on options and futures trading at Crédit Agricole Indosuez in New York prior to that, and started his career at Salomon Smith Barney. Joe has spoken on family office issues at many conferences and has been quoted in the Wall Street Journal, The Financial Times, Forbes, Bloomberg, and currently does a monthly interview series with notables in the family office world for…
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Startup Consulting
Talent Development
Capital Raising
Management
Investment Advisory
Talent Acquisition
Impact Investing
Start-up Ventures
Venture Philanthropy
Asset Allocation
Member since May 2019
Areas of Expertise
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JR$5/min per minute(3)Family Office Investment Strategy and Operations.Joe Reilly • Greenwich, CTCreated 6 years ago in Business / Getting StartedI have started and advised dozens of family offices with $200 million to $5 billion in assets. I can help you think out a long term strategy for your family, construct a plan, find talent and devise an appropriate allocation. I also advise start ups as well as hedge, venture and private equity funds on how to work with family offices and private investors.Joe Reilly Greenwich, CT(3)
- Reviews 3
KS
Joe has great knowledge on family offices and how to approach them. A good listener too, which I don't often find with mentors.
Source: Clarity Kyle Schutter Oct 25, 2023JD
Joe was able to provide great value in a short amount of time, sharing his perspectives on family offices and our platform.
Source: Clarity Jacco de Bruijn Mar 24, 2023
Startup Consulting
Talent Development
Capital Raising
Management
Investment Advisory
Talent Acquisition
Impact Investing
Start-up Ventures
Venture Philanthropy
Asset Allocation
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