Dan Khoury has been actively involved in the commercial real estate industry for more than 20 years in various asset management, acquisitions and finance roles. In 2015 he joined REALM Capital with responsibilities associated with direct acquisitions and joint-venture equity relating to commercial real estate properties. His background in property operations, finance, law, bankruptcy restructures and turnarounds enable him to utilize value-enhancing techniques to distressed real estate investments, both during the loan workout process as well as at the property level involving office, multifamily, retail, hotels, and industrial assets. Throughout his career, Mr. Khoury has managed or consulted on commercial real estate transactions throughout the United States and Canada. Prior to joining REALM Capital, Dan worked at CW Capital Asset Management and had completed over $4 billion of distressed commercial real estate loan and REO transaction business. In addition, he was in investment banking and private commercial real estate which involved property and loan valuation and due diligence services to Wall Street investment banks and equity investors. Mr. Khoury received a Bachelor of Business Administration from the University of New Brunswick.
Richard is the CEO of Centimillinoaire 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.
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.
Allan brings over a decade of private banking expertise to the firm from JP Morgan where he worked over 300 debt related transactions and private client accounts. Allan assists with onboarding clients, helping originate real estate transactions, coordinating with clients who attend our private investor summits and private dinners, and with direct investment underwriting processes.
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 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.