THE FAMILY OFFICE
SUPER SUMMIT

DECEMBER 16TH & 17TH, 2019
Reserve Your Seat

Network with 200+ Investors and Hear from 75 Investors on Stage at Our Annual Family Office Super Summit

The Ritz-Carlton, Miami

super summit begins in

Days
Hours
Minutes

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.

Location
The Ritz-Carlton Key Biscayne, Miami
455 Grand Bay Dr Key Biscayne, Miami, FL 33149

 

Conference Dates
December 16th & 17th, 2019

Sunday, December 15th, 2019

4:00pm-6:00pm

Registration & Networking

Monday, December 16th, 2019

7:00am-8:00am

Breakfast

8:00am-5:00pm

Conference

5:00pm-6:00pm

Cocktail Networking

Tuesday, December 17th, 2019

7:00am-8:00am

Breakfast

8:00am-12:00pm

Conference


Benefits of Attending the Family Office Super Summit

  1. Over $300B of Capital on Stage Speaking & Sharing Their Investment Mandates – No Junior Financial Advisors

  2. 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

  3. 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.

  4. 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

  5. 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

  6. Build Your Family Office Co-Investment Network by networking with peers in the industry, build and reinforce strategic relationships and gain personal connections.

  7. 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.

Speakers

Jonathan B.

Jonathan B.

Multi-Family Office
Bharat S.

Bharat S.

Single Family Office
Duel G.

Duel G.

Single Family Office
Candice B.

Candice B.

Single Family Office
James S.

James S.

Single Family Office
David B.

David B.

Single Family Office
Cliff O.

Cliff O.

Multi-Family Office
Daniel D.

Daniel D.

Single Family Office
Adam F.

Adam F.

Single Family Office
Pierre d.

Pierre d.

Multi-Family Office
Sasha B.

Sasha B.

Single Family Office
Greg S.

Greg S.

Corporate Venture
Peter H.

Peter H.

Single Family Office
Gene S.

Gene S.

Single Family Office
Sheetal J.

Sheetal J.

Angel Investor
Manuel B.

Manuel B.

Angel Investor
Tom W.

Tom W.

Wealth Management
Sarah H.

Sarah H.

Single Family Office
David G.

David G.

Single Family Office
Rick S.

Rick S.

Single Family Office
Nazar N.

Nazar N.

Single Family Office
JD M.

JD M.

Single Family Office
Marco S.

Marco S.

Single Family Office
Carlos I.

Carlos I.

Family Office
Simon L.

Simon L.

Single Family Office
Paul K.

Paul K.

Single Family Office
Brian D.

Brian D.

Single Family Office
Josh C.

Josh C.

Single Family Office
Irwin B.

Irwin B.

Single Family Office
Brian S.

Brian S.

REIT
Joseph B.

Joseph B.

Private Investor
Geoff T.

Geoff T.

Single Family Office
Jose V.

Jose V.

Multi-Family Office
Michael D.

Michael D.

Multi-Family Office
Gregory K.

Gregory K.

Single Family Office
Pratik S.

Pratik S.

Institutional Investor
Eric M.

Eric M.

Single Family Office
Randy W.

Randy W.

Wealth Manager
Julie N.

Julie N.

Multi-Family Office
Cristina C.

Cristina C.

Multi-Family Office
Demian W.

Demian W.

Multi-Family Office
Benjamin M.

Benjamin M.

Funds of Fund
William P.

William P.

Single Family Office
Teresa E.

Teresa E.

Angel Investor
Bo M.

Bo M.

Angel Investor
Jason P.

Jason P.

Angel Investor
Robert B.

Robert B.

Single Family Office
Alejandro L.

Alejandro L.

Angel Investor
Charles S.

Charles S.

Angel Investor
Dan K.

Dan K.

Private Investor
Marc L.

Marc L.

Wealth Manager
Eddie L.

Eddie L.

Private Investor
Molly G.

Molly G.

Wealth Manager
Filippo P.

Filippo P.

Single Family Office
David B.

David B.

True North
Richard B.

Richard B.

Alternative Investment Resource
Steve S.

Steve S.

Alternative Investment Resource
Michael S.

Michael S.

Cannapreneur Partners
Dan H.

Dan H.

Hughes & Company
William S.

William S.

AON
Patrick H.

Patrick H.

STRATA Trust Company
Chris B.

Chris B.

Bellatorum Resources
Jerry S.

Jerry S.

Ecellix
Vince M.

Vince M.

Universal Financial Consultants
Anton B.

Anton B.

Harris Bay
Richard Wilson

Richard Wilson

Founder & CEO of Family Office Club

Founder of the Family Office Club, the largest membership-based family office association with over 1,500 registered family office members.

Andres Ospina

Andres Ospina

Family Office Club
Jonathan Williams

Jonathan Williams

Family Office Club

Agenda

Family Office Club Charter Membership

TrueNorth

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.

:https://www.truenorthresources.net/

Sponsor

Group RMC

Group  RMC  Corporation  (RMC) is  a  Delaware  U.S.  registered  real  estate  Co-Investment and  management  company  based  in  New  York  City.  RMC  invests  in,  sponsors  and  is  the  General  Partner  in  undervalued  income  producing  Office  properties  in  secondary  and  tertiary  U.S.  markets.  RMC  currently  oversees  in  the  U.S.,  principally  in  the  Midwest,  over  5,700,000  SF  representing  over  USD 1.5 Billion in  asset  value.
RMC’s  principals  typically  participate  with  5%  to  25%  in  each  partnership  and  offer  partners  the  opportunity  to  co-invest  as  RMC  is  seeking  like-minded  partners  not  simply  ‘clients’.  As  a  consequence,  RMC  only  levies  its  charges  up-front  and  only  in  the  form  of  shares  in  the  partnership.  RMC  does  NOT  charge  ‘back  end’,  ‘carry’  or  even  management  fees  to  the  partnership  as  these  all  serve  only  to  hemorrhage  the  returns  on  the  partners’ capital.
This  structure  is unique in  both  its  low  pricing  and  risk  sharing.  A  further  and  differentiating  factor  is  that  RMC  and  its  partners  are  permanent  and  patient  investors–in  other  words,  real  investors  as  it  should  be  for  a  long-term  asset  class  like  real  estate.  Exit  usually  comes  in  the  form  of  refinancing  and/or  increasing  distributions.  Occasionally  irresistible  offers  do  occur  and  RMC  will  sell,  but  RMC  will  never  be  a  forced  seller.

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

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.

:cannapreneurpartners.com

AON

AON

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.

:aon.com

Sponsor

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

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.

:mainstartrust.com

Broker

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.

Sponsor

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.

https://www.red5security.com/

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

:brandedexpertpublishing.com

Sponsor

Bellatorum Resources

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.

Custom Real Estate Transactions

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

Sponsor

Ecellix

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.

www.ecellix.com

Sponsor

LCP Institutional

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.

Home

Sponsor

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.

Sponsor

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.

Sponsor

International Value Advisers, LLC

International Value Advisers, LLC (IVA) was formed in October 2007 for the purpose of offering investment management services to institutions, qualified high net worth individuals, and financial intermediaries worldwide. The firm is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. IVA is based in New York, NY with 44 employees.  Operating ownership of the firm is comprised of 4 partners who all have worked together previously. At IVA, our focus is to attempt to deliver absolute returns for our clients while at the same time preserving their capital. The key elements of our investment philosophy are: 1.) A search for fundamental (as opposed to relative) value; 2.) Stock picking based upon rigorous, in-house research; 3.) A flexible, “go anywhere” approach to investing with a diverse asset class, geographic and capitalization mix.
Our website link is https://www.ivafunds.com/
Sponsor

Advanced Travel Systems

Advanced Travel Systems is joining forces with Lodging Source to combine the best of hotel reservation services with innovative new products designed especially for the frequent traveler, what we call the “Road Warrior”. ATS is releasing a whole new line of luggage, a protective briefcase for your laptop, and an array of other travel products that make travel much easier. Our motto is Better Engineering for Superior Performance. Lodging Source offers hotel booking services for corporate travelers. We personalize services for our clients when booking their hotel rooms. We assign Lodging Specialists to businesses with frequent, long-term or group travel needs. Lodging Specialists accept requests, negotiate rates, present options, book room(s), customize payment plans and manage reservations, often at lower costs versus traditional methods.
Sponsor

FNEX Capital

FNEX Capital is a boutique investment bank that focuses on late stage private company transactions.  Our firm works with some of the largest institutions and family offices in the world.  FNEX directly sources shares in private companies for clients, operates proprietary SPV investment opportunities and has launched a SEC registered interval fund, FNEX VENTURES (XFNEX) that actively manages a portfolio of late stage venture backed private companies.  FNEX provides access where others cannot.
URL: www.fnexventures.com
Sponsor

Harris Bay

We use our entrepreneurial outlook on the markets to generate terrific returns that outperform the market benchmarks. We do this through our fundamental opportunistic and value add investment strategies. However, at our core we want to build lasting and successful relationships with our clients through integrity, trust, and commitment. We do understand that there is a huge amount of responsibility that is involved in managing and investing capital. Which we don’t take lightly, as we invest every dollar as if it was our own. By making sure our due diligence is world class and using a highly transparent accounting and controller auditing process we can help control cost and maximize returns for our investment partners.
Although we don’t have a crystal ball that can accurately predict the markets, we are very aware that there is risk in investing capital and exposure to changes in those markets beyond our control. In response over several years we have developed a process for evaluating and viewing those markets as we are actively working those processes we are able to better adjust our investment strategies more quickly to help mitigate that risk.
Sponsor

Syndication Attorneys

Syndication Attorneys PLLC helps entrepreneurs create successful investment companies by providing them with the legal tools they need to raise money from high net worth investors, family offices and private equity funds. Its founding attorney, Kim Lisa Taylor, has been the responsible attorney for over 300 securities offerings, including numerous joint ventures and crowdfunded offerings. The firm holds free monthly teleseminars (with live Q&A) on a variety of topics related to raising money from private investors and its website at www.SyndicationAttorneys.com hosts a library containing numerous articles, podcasts and recorded teleseminars.

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

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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.