Single Family Office
Summit

February 26TH, 2021
12:00pm-4:55pm EST
RSVP NOW

The 9th annual Single Family Office Summit features more single family offices on stage and in attendance than any other conference held anywhere in 2021

 


The annual Single Family Office Summit features 25+ 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 connect with the top single-family offices, leading institutional investment firms and 150+ 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.

Mitzi P.

Mitzi P.

Rick S.

Rick S.

Clark C.

Clark C.

Jeff L.

Jeff L.

Kevin S.

Kevin S.

Irwin B.

Irwin B.

Shael S.

Shael S.

Single Family Office
Per W.

Per W.

Samira S.

Samira S.

Eva S.

Eva S.

Joshua S.

Joshua S.

William P.

William P.

Single Family Office
Marta A.

Marta A.

Dan G.

Dan G.

Nitai U.

Nitai U.

Alejandro L.

Alejandro L.

Gagan L.

Gagan L.

Juan A.

Juan A.

Skip C.

Skip C.

Kamil H.

Kamil H.

Single Family Office
Thomas H.

Thomas H.

Mackinley R.

Mackinley R.

Single Family Office
Eddie L.

Eddie L.

Jeff W.

Jeff W.

Rusell D.

Rusell D.

Safa Rashtchy

Safa Rashtchy

Think + Ventures
Mike Mangione

Mike Mangione

Group RMC
Richard Beleutz

Richard Beleutz

Alternative Investment Resource
Steve Schmidt

Steve Schmidt

Alternative Investment Resource
Leonard D. Way

Leonard D. Way

The Beach Company
Daniel Cohen

Daniel Cohen

Cohen and Company
Andrej Kandus

Andrej Kandus

Skygold
Chris Bentley

Chris Bentley

Bellatorum Resources
Jason Schwab

Jason Schwab

Shepherd Premier Senior Living
Eric Munson

Eric Munson

Adit Ventures
Chris D’Acosta

Chris D’Acosta

Swift Fuels LLC
William Morton

William Morton

Camshaft Capital Fund, LP
Charlie Hawley

Charlie Hawley

Unified Global

Member Testimonials

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.

 
 
 

The Beach Company

The Beach Company

Sponsor

Founded in 1945 by J.C. Long, The Beach Company is well known for real estate development in South Carolina. With a history of establishing

Group RMC

Group RMC

Sponsor

Group RMC is a real estate co-investment group based in New York City and Columbus, Ohio.

AIR Asset Management

AIR Asset Management

Sponsor

AIR Asset Management (“AIRAM”) is a rapidly growing hedge fund management firm based in Chicago.

Think + Ventures

Think + Ventures

SPONSOR
Cohen & Company

Cohen & Company

SPONSOR
GRAMedical

GRAMedical

SPONSOR
Skygold

Skygold

SPONSOR
Bellatorum Resources

Bellatorum Resources

SPONSOR
Shepherd Premier

Shepherd Premier

Sponsor

Boutique Senior Living Fund— Invest in Changing the Future of Senior Living with BoutiqueSeniorLivingFund.com 

Adit Ventures

Adit Ventures

SPONSOR
Swift Fuels LLC

Swift Fuels LLC

SPONSOR
Camshaft Capital Fund, LP

Camshaft Capital Fund, LP

SPONSOR
Spiritfilled Ltd

Spiritfilled Ltd

SPONSOR
Unified Global

Unified Global

SPONSOR

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 our summit 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 event recording and materials for your trouble. 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 2021.

CEO & FOUNDER

Richard C. Wilson

FAMILY OFFICE CLUB

(305) 503 – 9077
11445 E Via Linda, Suite 2-623
Scottsdale, AZ 85259

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WHAT’S INCLUDED IN YOUR PURCHASE

Premium Charter Membership (Monthly)
(Access 450 investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)

*No risk trial: Pay $1 to start today with automatic Charter Membership renewal at $399/Month on 5/20/2021.

Benefits Included:

  • Access to investor interviews and mandate announcements
  • Investor contact details upon request
  • 450+ Recorded Investor Interviews
  • Watch HD Event Recordings
  • 30 Exclusive Family Office Webinars
  • Service Provider Directory Listing
  • Quarterly Analysis of Your Pitch Deck & Materials
  • Regional Directory of 100 Investors
  • Receive ONE (1) Ticket for ALL EVENTS
  • 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

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1
Premium Charter Membership (Trial)
Premium Charter Membership (Monthly)
(Access 450 investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)

*No risk trial: Pay $1 to start today with automatic Charter Membership renewal at $399/Month on 5/20/2021.

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