The 6th annual Single Family Office Summit featured more single family offices on stage and in attendance than any other conference held anywhere in 2018

The annual Single Family Office Summit featured 30+ 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 450+ attendees including institutional investors, family office executives, private equity deal-makers, investment fund managers, high-net-worth individuals, and a variety of family office industry participants.

Benefits of Attending

  1. 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.
  2. 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.
  3. 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.

Venue

The Westin New York at Times Square |  270 W 43rd St, New York, NY 10036

Attendees
Attendees 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.

 

Attendees: Past attendees of our events and workshops have included investment funds, real estate and private equity independent sponsors, private bankers and wealth managers, capital raising consultants and third-party marketers, investment industry service providers who want to position themselves and their firms, and investment bankers and M&A brokers looking to get more deals done every year. Wealthy families with multiple operating entities looking for a marketing and investor relations edge.

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, 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%. 

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Testimony

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.
 
 
Here is what our clients are saying:
 
“It is a great knowledge adding event. Every high net-worth individual and Family Office must attend.” – HP Shah (Single Family Office)
 
“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
 
 “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 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
 
 “As a small boutique firm in the family office space, the Family Office Group 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.
 
“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
 
“Richard’s Investment Marketing Seminar in NYC was educational, current, and inspiring. We all benefitted from Richard’s breadth of knowledge surrounding the hedge fund marketing arena as his presentation delved into the granular level, while only providing valuable, relevant information. His stories and anecdotes were woven seamlessly into the presentation, serving as both motivational and informative tools.”   – Justin Browe, Founding Partner Sage Lane Capital
 
“It was a pleasure meeting you today at the NYC Investment marketing Seminar, hosted by you/your firm. I thoroughly enjoyed your presentation and your invest relations ideas/insight. Again, thank you for hosting such an informative and thought-provoking event. I look forward to attending future events held by your firm.” – Mike Krumenacker, Director of Business Development & Investor Relations at Taum Sauk Capital Management
 
“Richard Wilson’s expert knowledge and current insights about the hedge fund universe provided an invaluable checklist of the dos and don’ts in investment fund marketing.” – Johanna Thornblad, Meridian Fund Managers
 
“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 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
 
“This was a fantastic, educational experience. Incredible content, great perspective and well-chosen speakers. Nice, diverse presentations.” – David Stevens, Southern Asset Management
 
“Highly valuable education to Family Offices. Great environment to learn and meet. Networking is beneficial.” – Marquita Maria Topovski, The Marquita Group
 
“A very good conference, worth the special trip from London. The workshop was delivered in a very professional atmosphere and was very good value for the money.” – John Braund, Amscorp Capital Ltd
 
“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
 
 “Rich 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

“The diversity of speakers covering different topics was extremely helpful.” – Joy Hou, Solution Financing

“The presentation was excellent, very practical and worth of its own merit. I know more now than if I was to try and learn this material through other courses. Richard is down to earth in presenting and his advice is doable and real. ” -Dennis E. Carr, BancportCommercial Capital
 
“The workshop was well worth my time to fly to New York. You gave me a lot of great ideas to raise more capital.” -JaceVernon, Why Lucid FX