Venue:  The Constantino Room | Fordham University School of Law | 150 West 62nd Street | New York, NY 10023

Agenda: The Single Family Office Summit agenda will be available shortly. Here is a link to 2017's agenda: is Available for Download Here 

Benefits of Attending

Build Your Single Family Office Relationship Network: Quickly add another dozen single family offices to your relationship network, learn how they like to partner with other wealthy families and investment managers, and become more effective in quickly navigating the single family office industry.

Hear from Single Family Offices on Co-Investing, Risk Management, and Portfolio Management:  Gain insights from multiple $1B+ family offices and several single family offices on risk management, portfolio management; and how they buy operating businesses and source deals for co-investments.

Single Family Office Best Practices:  Learn directly from single family offices instead of lawyers, fund managers, and consultants, our speaking faculty is made up of 90%+ family offices, that is what makes our events unique and valuable.

The annual Single Family Office Summit features 25+ family office speakers sharing insights, best practices, investment models, direct investment strategies, and allocation trends among other critical issues facing single family office executives today.

This is your annual chance to meet with the top single-family offices, leading institutional investment firms and 350+ attendees including institutional investors, family office executives, private equity dealmakers, investment fund managers, high-net-worth individuals, and a variety of family office industry participants.

Attend even more events: Become a Charter Member and attend all our conferences for free (learn more).



2017 Conference Attendees


Past attendees have included wealthy families looking to form a family office, single family offices, multi-family offices, real estate investment professionals, hedge fund and private equity fund managers, investment bankers, private banking professionals, CPAs, attorneys, placement agents, third party marketers, and insurance agents.

Risk-Free Offer: If you attend any of our full-day conferences and find that you don’t get at least $2,000 of value, Wilson Conferences will give you 100% of your money back on admissions paid.  You will also be allowed to keep the copy of the family office book and handouts for your trouble. 

At our last conference series in NYC with 450 participants, we had a refund rate of exactly 0%. Our full refund policy can be found here.

2018 Single Family Office speakers will be released soon. The 2017 speakers included the following:

Armando Soto Armando Soto
Isaac Capital Group
(Single Family Office)

Clifford Friedman Clifford Friedman
Raptor Group Holdings
(Single Family Office)

Christopher S. Harrison Christopher S. Harrison
The Falconwood Corporation
(Single Family Office)

Vincent Pica Vincent Pica
Safanad Inc.
(Single Family Office)

Josh Cohen Josh Cohen
Tyden Ventures
(Single Family Office)

Richard C. Wilson Richard C. Wilson
The Miami Family Office
(Single Family Office)

Eric Munson Eric Munson
NY Based Family Office
(Single Family Office)
Dean D'Onofrio Dean D'Onofrio
BEL45 Capital, LLC
(Single Family Office)

Dan Farrell Dan Farrell
Privos Capital
(Single Family Office)
John Rutledge John Rutledge
Safanad Inc.
(Single Family Office)

David DeWitt David DeWitt
DeWitt Capital Management

Michael Felman Michael Felman
ShoreFront Capital
(Single Family Office)

Sasha Bernier Sasha Bernier
Cheltenham Investments
(Single Family Office)

Gautam Mahtani Gautam Mahtani
Care Experience
Michael Studer Michael Studer
Oil & Gas Syndicate, LLC

Theodore O'Brien Theodore O'Brien
The Miami Family Office
(Single Family Office)

Evan Renov Evan Renov
Beechwood Ventures
(Single Family Office)

Peter Shelton Peter Shelton
Benesch Law

Sebastian Jano Sebastian Jano
Himan Brown Charitable Trust
(Single Family Office)

DJ Van Keuren DJ Van Keuren
Arsenault Family Office
(Single Family Office)

William Kidd William Kidd
Kidd & Company
(Single Family Office)

Don Diviott Don Wiviott
Sustainable Farm Partners, LLP

David S. Rose David S. Rose
New York Angels & Rose Tech Ventures
(Angel Investor)

Nimrod Elmish Nimrod Elmish
Cardboard Technologies

William Podd William Podd
Landmark Capital Corp.
(Single Family Office)

Ira Perlmuter Ira Perlmuter
T5 Equities
(Single Family Office)

Jeff McMahon Jeff McMahon
Freepoint Commodities

Brian DeLucia Brian DeLucia
Arrivato LLC
(Single Family Office)

 Josh Tanenbaum Josh Tanenbaum
Polonksy Foundation & Clearstone Group

Michael Pfeffer Michael Pfeffer
Ibis Networks


Risk-Free Offer: If you attend any of our full-day conferences and find that you don’t get at least $2,000 of value, The Family Office Club will give you 100% of your money back on admissions paid.  You will also be allowed to keep the copy of the family office book and handouts for your trouble.  At our last conference series in NYC with 350 participants, we had an exact refund rate of 0%. Our full refund policy can be found here.

Limited Seating

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Call us at (305) 503-9077

We look forward to meeting you at this Single Family Office Summit.Richard-C-Wilson

Richard C. Wilson
CEO & Founder
The Family Office Club | Wilson Conferences
(305) 503-9077
328 Crandon Blvd. Ste. #223
Key Biscayne, Florida 33149

Black River TechnologiesAshford Captal ManagementCare Experience


Best Family Office ConferenceThe following are quotes written by some of the 1,000+ past event participants:

”Richard’s workshop was educational, current, and inspiring. We benefited from Richard’s breadth of knowledge as his presentation delved into the granular level, while only providing valuable, relevant information. His stories and anecdotes were woven seamlessly into the presentation.”

– Justin Browe | Partner, Sage Lane Capital

“The workshop content was relevant and educational, after the workshop my mind was racing with new ideas and ways to improve all aspects of my strategy and implementation of my strategy. Like any great coach or motivator I left the workshop more inspired and with a deeper desire to succeed.”

– Jay Robbins, GBS Life Plans

“From a marketing and networking perspective, my time spent today and the cost of the seminar was the best use of my time and money in a very long time.”

– Mike Roberts, AJG

“Attending the Richard Wilson family office seminar was an extremely valuable experience that took the informational content of his book (“The Family Office Book: Investing Capital for the Ultra-Affluent”) to an entirely new level. Richard’s vast experience and exposure to family offices worldwide can best be appreciated in the personal interaction of a seminar. Information is exchanged in a manner that protects the confidentiality and privacy of all family offices involved.”

– Karen Owensby, President, Wealth Management Associates

“A high class event with the “right” people in the room. People are open and informative but still maintain discrete and tasteful nature that is so vital in the Family Office space.”

– Alexander Camargo, Celent

“The workshop was time well-invested. The presenters were very knowledgeable, and the information gained will be useful in our multi-family office practice.”

– Joseph McNair, Warren Averet Asset Management

“The family office training workshop provides an opportunity for all industry participants together in a selective group and share ideas, concerns, and network FO issues. For us in the advisory and consulting world, this is an excellent source of knowledge and contacts.”

– Isabella Fonseca, Celent

“The conference did an excellent job of consolidating thousands of hours of information into a single day. Worth 1000%+ my investment of time and money.”

– David Weisburd

“This was a fantastic, educational experience. Incredible content, great perspective and well chosen speakers. Nice, diverse presentations.”

– David Stevens, Southern Asset Management

“Richard’s conference was a very well organized and well attended. The speakers/presenters were excellent and highly experience in the field. I picked up useful info on the macro view of family office issues and family office criteria for selecting individual managers.”

– Dan Drennan, Hedge US

“As a small boutique firm in the family office space, the Family Office Club seminars have been a valuable resource for our firm giving us the opportunity to learn from industry insiders to help us grow our business.”

– Karen M. Schmid, Moirai Capital Management, LLC

“This conference and your conference I attended in Los Angeles last month is by far the best venue I have experienced.”

– Michael Herr, BroadRiver Asset Management, L.P.

“Highly valuable education to Family Offices. Great environment to learn and meet. Networking is beneficial.”

– Marquita Maria Topovski, The Marquita Group

“Today I have had the opportunity to learn about Family Offices from the masters, which is so inspiring. Thank you Richard!”

– Dr. Jerry Drobenko

“I was very impressed with the quality of the presenters and the topics discussed. Looking forward to the next event!!!”

– Frank Mariuaro, Moutrose Accounting

“Great event and worth my trip from Beijing.”

– Alex Gong

“As always, Richard’s group has delivered again great information and speakers on Family Offices. If you can only join one occasion- this is the one.”

– Don F. Wilkinson, Family Office Consulting, LLC

“Rich provided insight across a multitude of Family Office challenges and opportunities. Top notch presenters and high energy networking. Well done.”

– Jake Rosser

“This was my first family office event and it was great. I met a lot of interesting people and learned a lot. If you don’t know where to start, start here.”

– Raymond Gustafson

“Richard presents closed door information from important contacts that provide powerful insights. Thank you.”

– Tony Hartman, Mark Private Capital

“It is a great knowledge adding event. Every high net-worth individual and Family Office must attend.”

– HP Shah

“The diversity of speakers covering different topics was extremely helpful.”

– Joy Hou, Solution Financing

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