Family offices are constantly in pursuit of excellent direct investment opportunities and our annual Family Office Deal Flow Summit is the only conference that brings together family investors with off-market deal flow.  For one day only, family offices, dealmakers, 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 Family Office Deal Flow Summit is limited to the first 350 participants, so if you would like to reserve your seat today please complete the form at the bottom of this page.

Date: October 17th, 2017

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


Agenda: This year’s agenda will be release shortly. View 2016’s Family Office Deal Flow Summit agenda by clicking 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.

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 2016.


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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