Unique from our other workshops where we attempt to provide 30-35 new strategies and insights, this workshop is focused on small group discussions, implementation of tools taught at our other workshops, and focused application of investor relations best practices.
NEW YORK | FEBRUARY 13th, 2020
Wells Fargo Building 150 E 42nd St, New York, NY, 10017
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MIAMI | SEPTEMBER 15th, 2020
801 Brickell Ave, Miami, FL, 33131
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The Implementation Workshop is the most advanced of our workshop series as it is 80% small group exercises and application of concepts and only 20% time spent through traditional instruction. We will be focused for the majority of our time on 7 strategic areas of improvement most critical to running a successful investment firm. If you would rather do and implement and focus on what is most critical, or if you have enjoyed attending a few of our other workshops already you are right for this workshop.
This is the most interactive training event that we host, and you will leave with new valuable connections and strategic plans you can put to work immediately.
Benefits of Attending
- Create your implementation plan for this quarter before you leave, so you have a checklist, process, and key areas of maximum leverage to take action on first.
- Implement the 7 components critical for superior quality deal flow through a small group exercise which will force you to start taking action.
- Connect with other investment professionals, identify potential deal or JV partners, share ideas with co-investors, and trade notes with peers on investment structures and fees.
- Organize your priorities for 2020, including your where you can get the most return on the investment of your capital and time within your marketplace and team.
- Walk away from the workshop with greater clarity, focus, and effectiveness within your investment portfolio with our exercise on focusing on where there are gaps and weak coverage in your market.
Admission to the Implementation Workshop is limited to the first 60 participants, so if you would like to reserve your seat today please complete the form at the bottom of this page. I hope to see you soon for this workshop, just like all of our other 130 events hosted before this one we guarantee you will love it or you can get your entry fee back. This puts the risk on us
RSM US LLP
For business owners, wealthy families, executives and other individuals with significant wealth planning needs and tax concerns, there are no easy answers. RSM’s private client services professionals are committed to understanding your goals and the business, financial and personal considerations that shape them. We combine the help you need with the personal focus and attention you deserve, offering a broad range of services, including wealth planning, tax compliance and planning, family office design and management, transition planning, and valuations. RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with more than 10,000 people in 85 offices nationwide. RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 41,000 people in 116 countries.
Performance-Based Family Office Solutions For $100M+ Families
Centimillionaire Advisors, LLC has a performance fee-only approach to doing business (typically a 10% performance fee), and due to our focus on serving clients at the $100M level and above we are specially equipped to engage with such families.
Our 19 person team is here to help you source niche industry-specific direct investment deal flow, implement advanced tax planning, help decide how many of the 18 levels layers of control is most appropriate to retain, and get into place missing components in your family’s governance, operational processes, and family office quality solution providers.
Get Access to a Credible 360-degree Investor Relations Pitch Package. Cover every detail necessary for an effective and successful capital raising and investor relations strategy.
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.
Risk-Free Offer: If you attend any of our full-day conferences and find that you don’t get at least $1,000 of value, The Family Office Club will give you 100% of your money back on admissions paid. You will also be allowed to keep a 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.
Questions? Call us at +1 (305) 503-9077
We look forward to meeting and networking with you at this workshop and hopefully a few more of our events in 2020.