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

RSM Building
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

  1. 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.
  2. Implement the 7 components critical for superior quality deal flow through a small group exercise which will force you to start taking action.
  3. 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.
  4. 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.
  5. 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 



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.



True North Resources is a dynamic real estate company that encompasses mineral, land, and historic building ventures to optimize developmental strategies based on the highest and best use.
True North works to promote economic growth, environmental sustainability, and social responsibility.  The company is passionate about the conservation of natural resources and aligns its developmental strategies with environmental impact studies.
One such strategy includes investment in undeveloped land with the possibility of the conservation easement, a socially responsible investment that helps to conserve natural resources for future generations while also providing tax savings to investors.
Over the past 5 years, True North Resources has saved mineral and undeveloped land investors over $500 million dollars in tax deductions while saving valuable natural resources of the United States.
The leadership of True North encompasses extensive experience in the legal, tax consulting, development, and security industries and are available to address inquiries regarding mineral, land, and historic building ventures.


Centimillionaire Advisors

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.


Richard C. Wilson


(305) 503 – 9077
328 Crandon Blvd. Suite #225
Key Biscayne, Florida 33149

Event Registration Form
Please complete this form below to register for this single event or signup for a Charter Membership. Premium charter members can attend all of our events, access the Family Office Club charter portal, obtain our regional investor directory and receive our investment certification programs.
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Become a Charter Member to RSVP for the Implementation Workshop OR purchase a general admission ticket

(You can immediately RSVP after payment is complete)

Select Your Purchase
Premium Charter Membership
(Access 32 Live Events/Year + Membership Portal)
Most Popular
$299.00 / month
VIP Charter Annual Membership for 2 Firm Members
(All Events + Portal + Investor Directories with 8k+ Contacts)
$4,450.00 / year
NEW YORK – Implementation Workshop 02/13/2020
NEW YORK – 2 TICKETS – Implementation Workshop 02/13/2020


Premium Charter Membership
(Access 32 Live Events/Year + Membership Portal)

Receive ONE (1) Ticket for ALL EVENTS

* Valid for All Investor Summits & Workshops

Benefits Included:

  • Watch Live Event Video Streaming
  • Watch HD Event Recordings
  • 300+ Recorded Investor Interviews
  • 30 Exclusive Family Office Webinars
  • Service Provider Directory Listing
  • Quarterly Analysis of Your Pitch Deck & Materials
  • Regional Directory of 100 Investors
  • 25% Discount on Investor Relations Directories
    • Multi-Family Offices
    • Single-Family Offices
    • Wealth Management Firms
    • Fund of Funds
    • Institutional
    • Endowments
    • Pension Funds
    • Real Estate
  • Access to All Accredited Investment Certification Courses
    • Family Office Certification
    • Capital Raising Certification
    • Private Equity Certification
    • Investment Banking Certification
    • Financial Analyst Certification
    • Business Broker Certification
    • Financial Modeling Certification
    • Hedge Funds Certification

Available Addons for Charter Members


Product Total
Premium Charter Membership
(Access 32 Live Events/Year + Membership Portal)
× 1
$299.00 / month
Subtotal $299.00
Total $299.00
Recurring Totals
Subtotal $299.00 / month
Tax $0.00 / month
Recurring Total $299.00 / month
First renewal: 02/28/2020
Total Due Today $299.00

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Testimonials | Here is what our clients are saying:

 You Will Benefit From This Event, Guaranteed. We only include practical proven marketing strategies and methods and we know you will get a ton of value out of attending this event.  If you attend and don’t get at least $1,000 worth of value for any reason at all, we will give you 100% of your money back within 1 business day.