Family offices are constantly in pursuit of excellent direct investment opportunities and our twice-annual Family Office Deal Flow Summit is the only conference series that brings together family investors with off-market deal flow.  For one day only, family offices, dealmakers, venture capitalists, angel investors, entrepreneurs, and private businesses will connect for one singular pursuit: to get a deal done.  Attendees will also enjoy insightful presentations and panel discussions chock-full of real-world direct investing insights from family office investors.

Admission to the San Francisco Family Office Deal Flow Summit is limited to the first 250 participants, so if you would like to reserve your seat today please complete the form at the bottom of this page or give us a call at (305) 503-9077.

Date: July 14th, 2017

Venue: The Julia Morgan Ballroom | 465 California St, San Francisco, CA 94104

Admission Options:

  1. Current Family Office Club Charter Members – Free (Register Here)
  2. New Family Office Club Charter Members – $299 monthly (Apply Here)
  3. Standard Admission – $995 (Register Here)

AgendaView Here

Benefits of Attending

  1. Build Your Family Office Co-Investment Network: Network with peers in the industry, build and reinforce strategic relationships and gain personal connections. Rapidly expand your relations with family offices who are looking for direct investments, co-investments and club deals.
  2. Learn How to Structure Deals:  Our family office speakers have completed direct investments with some of the largest Fortune 100 companies in the world, and together have conducted well over $1B in direct investments, hold over 1,000 total patents, and represent billions in capital.
  3. Deal Flow & Due Diligence Best Practices:  Discover step-by-step how family offices are attracting deal flow while still being discreet and private, and what standards are being followed while conducting due diligence on potential acquisition targets.

2017’s Deal Flow speakers will be released soon. Here is a list of 2016’s speakers:

Paul Paul Carbone
Pritzker Group
(Single Family Office)

Ira Perlmuter
T5 Equity Partners
(Single Family Office)

Michael Felman
ShoreFront Capital Partners
(Single Family Office)

Wendy Craft
Gonzalez Family Office
(Single Family Office)

Neil Wolfson
SF Capital Group
(Single Family Office)

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

Candice Beaumont
L Investments
(Single Family Office)

Federico Benavides
Beamonte Investments
(Single Family Office)

James McKinney
McKinney Properties, Inc.
(Single Family Office)

Eric Munson
NY Based Family Office
(Single Family Office)

Matthew McCarthy
Rockside Capital Partners
(Single Family Office)

Temple Fennell
Keller Enterprises
(Single Family Office)

Cliff Oberlin
Oberlin Wealth Partners
(Multi-Family Office)

Sasha Bernier
Cheltenham Investments
(Single Family Office)

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

Sebastian Jano
Pardee Resources Company
(Multi-Family Office)

Gordon “Grant” Curtis
CI Investments Management Company
(Single Family Office)

Jay Goth
Forentis Fund

Karim Ahamed
HPM Partners
(Multi Family Office)

Mark Evans
Institutional Private Equity Investor

Derrick Handwerk
Handwerk Family Office
(Multi Family Office)

Steven M. Simmons
Sideris Capital Partners
(Single Family Office)

Attendees:  Past attendees have included wealthy families looking to form a family office, single family offices, multi-family offices, real estate investment professionals, private business owners, hedge fund and private equity fund managers, investment bankers, private banking professionals, CPAs, attorneys, placement agents, third party marketers, and insurance agents.  This event places an emphasis on direct investments and deal flow, thus participants are typically either representing a deal or looking to invest capital in a new investment.

The Family Office Club is the largest association of family offices with a decade-long track record of fostering a valuable peer network. Our practice areas include: starting and operating single family offices, hosting the industry’s best events, and serving as an educational resource to members of the family office community. Club members enjoy a dozen family office conferences throughout the year, exclusive investor data solutions, and family office training resources.

The Family Office Club is the #1 provider of best practices for ultra-wealthy families and those advisors and investment managers who serve them. We have the bestselling book, most downloaded podcast, top conference series, and most visited website in the industry (

Keiretsu Capital is a global angel investor network supporting its portfolio companies with equity and resources worldwide.  With chapters in North America, Europe and Asia, Keiretsu Forum has invested more than $750 million in over 1,000 fundings since inception, and backed over 170 companies in 2016 alone.  Keiretsu Capital is the exclusive worldwide fund partner of Keiretsu Forum and manages angel co-investment, venture and real estate funds for its investors.

Keiretsu Forum and Keiretsu Capital are ranked as the most active venture investors in the USA. (


NAPLIA Paul Smith –

American Airlines

Paul Swartz –

Benesch Law Jim Hill –

FourteenPlus, LLC

Douglas Fullaway –

Harris Bay

Jake Harris –

Risk-FreeRisk-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 350 participants we had an exact refund rate of 0%. Our full refund policy can be found here.

Fill out my online form.

Questions? Call us at (305) 503-9077

We look forward to meeting and networking with you at this family office conference and hopefully a few more of our events in 2017.


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



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