Network with 200+ Investors and Hear from 75 Investors on Stage at Our Annual Family Office Super Summit
The 6th annual Family Office Super Summit will feature 75+ family office speakers, 700+ attendees and ample networking opportunities such as catered breakfasts, a networking lunch, cocktail hours, etc. over a 2-day span. If you are raising capital or providing high-level investment services the Super Summit is a great opportunity to join hundreds of family office investors, private wealth managers, dealmakers, and investors for an unparalleled investor conference experience.
The Ritz-Carlton Key Biscayne, Miami
455 Grand Bay Dr Key Biscayne, Miami, FL 33149
December 16th & 17th, 2019
Sunday, December 15th, 2019
Registration & Networking
Monday, December 16th, 2019
Tuesday, December 17th, 2019
Benefits of Attending the Family Office Super Summit
Over $300B of Capital on Stage Speaking & Sharing Their Investment Mandates – No Junior Financial Advisors
Tap Into & Meet With the Fastest-Growing Investor GroupTap Into & Meet With 200+ Ultra-Wealthy Investors & Family Offices Which Are the Fastest Growing Investor Type Globally
Get Real Business Done – None of Our Speakers are Paid Celebrities to Take Selfies With, Each of Them Speaks to Source Deals, Investment Managers, and Opportunities.
75 of the 90 Speakers on Stage Are Family Offices & Investors – The Most Family Offices on Stage of any Event Globally and The Lowest % of Sponsors
Our Netflix-like membership option at $299/Month provides you open access to all of our 32 live events a year, including the Super Summit
Build Your Family Office Co-Investment Network by networking with peers in the industry, build and reinforce strategic relationships and gain personal connections.
Learn How to Structure Deals by listening to our family office speakers who have completed billions in direct investments, hold over 1,000 commercialized patents, and represent over $300B of investible capital.
Family Office Club Charter Membership
Alternative Investment Resource
Established in 2004, Alternative Investment Resource (AIR) is an independent boutique financial services firm focused exclusively on alternative investments. AIR provides investment banking services to the middle market and specializes in capital raise, mergers & acquisition, and structured finance. With a broad experience base across sectors, the firm has particular depth in real estate, healthcare, and niche emerging hedge funds. AIR is headquartered in Chicago, with operations in New York and Dallas.
Cannapreneur Partners is a Westborough MA-based holding company that identifies the world’s top 1% outliers and infuses smart capital, strategy, and purpose-driven leadership to attain success across cannabis and non-cannabis industries. Backed by a team with deep network resources and successful careers in the financial services and ultra high net worth wealth management space, our proprietary in-depth vetting process for both investors and business operators makes Cannapreneur Partners able to thoughtfully place capital in national and international cannabis projects across all sectors of the legal industry. CP is a values driven company focused on: Happiness, Integrity, Leadership, Helping Others and Family while creating a profits-with-purpose culture.
Aon is the leading global provider of risk management, insurance brokerage and human capital consulting solutions. Aon’s client-focused service model puts each client at the center of the plan, with strategic, transactional and consultative resources poised to meet individual client needs. We maintain industry and product-focused structure driven by specialization and are committed to delivering distinctive client value across all 550 offices in 120 countries. For Family Offices and within the alternative asset management industry we often serve as an extension of any in-house capabilities or as a full-service outsourced risk management consultant to the extent that one is needed.
STRATA Trust Company
STRATA Trust Company is a top-tier national IRA custodian specializing in alternative investments, like private equity, real estate, hedge funds, private debt, futures, crowdfunding, and more. Based in Austin, Texas, STRATA provides industry-leading knowledge and expertise to help asset managers, advisors, financial institutions and their investors with alternative asset custody solutions in tax-deferred retirement accounts.
STRATA Trust Company has assisted more than 14,000 investment professionals to get their share of the $8.8 trillion IRA market with tax-advantaged self-directed IRAs. If you’re an investment professional seeking to diversify your client’s retirement portfolio, STRATA Trust Company’s tools can help you stay ahead of investor demand.
Mainstar Trust is an innovative leader in specialized retirement custodial services that diversify and maximize long-term objectives for IRA account holders and financial advisors. Mainstar Trust is centered on trust, Innovation, and Flexibility. Mainstar Trust reflects nearly 40 years’ experience of specializing in providing retirement, custodial services by delivering confidence, wisdom, and quality to its customers. Innovation: Mainstar Trust exudes a visionary stance in the industry, always looking for new and progressive ways to utilize emerging opportunities in the retirement wealth accumulation scene and offering solutions for forward-thinking individuals. Mainstar Trust offers unique and dynamic services that easily adapt to individual choices with alternative investments. The team is dedicated to providing services that are accessible, personable, and reliable. Why Mainstar Trust: Mainstar Trust is the trusted guide for individuals looking for help navigating through investment waters, offering an alternative, cost-effective retirement solutions, excellent services, and prompt, personal client contact.
Hughes & Company
Hughes & Company is an independent, Fort Lauderdale based introducing broker that specializes in exceptional client and relationship management. Dedicated to institutional futures and options brokerage, we work with commodity trading advisors, family offices, and professional traders. We assist with setting up accounts that are customized to each specific situation. Every relationship is optimized based on trading, advisor, platform, commission, custodian, and overall goals in mind. Additionally, we assist with master account setups, portfolio margining, risk management, give in/out trading, advisor selection, and serve as a one stop solution for the futures markets.
Red Five Security LLC.
Red Five is a security and management consulting company comprised of former CIA, FBI, U.S. Secret Service, U.S. Military security professionals and experienced system designers. It has a robust past performance supporting corporate executives, U.S. government officials, diplomats and other high net-worth individuals and families with expert consulting and protection services. Red Five advises clients around the world on how to maintain their privacy and be more secure.
Branded Expert Press
Branded Expert Press specializes in producing books and tools for building businesses by increasing your authority as a best-selling author.
Becoming an international best-selling author with your own book is the most powerful thing you can do to increase your expert status.
Every business is different, so every book needs to be designed to be an exact fit for how you do business and who your clients are to ensure that you get the maximum value from your efforts.
Learn how to monetize your book so that is works for you.
Don’t Die with Your Message Still Inside You
Bellatorum Resources is a veteran-owned and operated investment firm specializing in mineral rights/oil and gas royalty acquisitions. Founded in 2016 by Chris Bentley and his wife Mary Bentley with a little over $40K in savings, Bellatorum Resources has since grown to 16 employees and nearly $30MM assets under management. Great efforts are taken to ensure that everyone that comes in contact with Bellatorum has a positive experience and that long-term mutually beneficial relationships are developed. This includes our employees, vendors, investors, as well as the countless mineral and royalty owners we transact with. Our goal is to integrate our military values of integrity, professionalism, and excellence into the very core of the way we do business.
JPR Manager, LLC
JPR Manager, LLC is a sponsor of customizable real estate transactions, including private offerings, as well as partnerships to fit our investors’ needs and risk tolerance. Upon the purchase of either our Property company or a membership interest in our Property Company, our investors will have the option to develop a parcel of land, hold it for long term investment, or to conserve the land, which could provide investors with a significant tax savings under IRS tax code 170(h). Not only can you reduce your tax liability with this option, but you can also help the environment. Visit our website at jprcapitalllc.com
Ecellix is Reimagining the Future of Batteries. Founded in Seattle in 2018 to commercialize a revolutionary high capacity silicon-anode material called eCell that offers battery manufacturers a 300-500% improvement in anode energy and power capacity when compared to current industry standard graphite, enabling the development of newer more powerful Li-ion battery systems with 50% or more additional capacity. Globally, the battery industry has spent over $2.7B in R&D to find a viable replacement for graphite. Ecellix aims to disrupt the $100B market (est. 2024) for lithium-ion batteries by offering enabling technologies that facilitate sustainable energy storage alternatives to fossil fuels.
LCP Institutional is the institutional consulting division of Lakeview Capital Partners, an independent wealth management firm in Atlanta, Georgia. We consult to clients worldwide servicing institutional investors, high net worth individuals and families, and socially responsible investors. We are dedicated to working closely with our clients to implement a customized approach to the investment process based on the clients’ unique needs and goals. Our mission is simple. We are both partners and advocates for our clients in today’s complex world.
Universal Financial Consultants
Universal Financial Consultants is a national leader in innovative financial design, specializing in advanced planning for high-net worth individuals and business owners. President and CEO Vincent Munno, CFP®️, CLU, has over 30 years experience in the industry and has helped countless advisors and clients uncover opportunities that make a real impact on their future. UFC’s primary goal is to partner with advisors looking to truly make a difference in the lives of their clients. As one of the top resources in the nation for ground-breaking retirement plans and premium financing design, Vince and his team can help you achieve your idea of the PremiumLife™️, while helping your clients achieve theirs.
Black Mesa Energy
Black Mesa Energy is an oil & gas company focused on profitable development of petroleum properties located in premier oil provinces of the US. The founders of Black Mesa have worked together for over 30 years at several companies they previously founded. Black Mesa has acquired positions in three Drilling Units in one of the best new oil plays in Oklahoma. Recently drilled wells in Black Mesa’s Prospect area had initial production of 1,600 barrels of oil per day. Some wells are expected to produce 100,000 barrels of oil in the first two-months. Black Mesa is the only operator offering direct working interest participation in this area. Well costs are 100% tax deductible in the year invested.
International Value Advisers, LLC
Advanced Travel Systems
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 (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 2019.
Richard C. Wilson
CEO & Founder
The Family Office Club
328 Crandon Blvd. Suite #225
Key Biscayne, Florida 33149