A workshop by Richard C. Wilson on 18 ways to secure a private investor advantage, double your deal flow, avoid $1M mistakes, and use family offices best practices.
DALLAS | JANUARY 30th, 2020
Tower Club of Dallas
1601 Elm St, Dallas, TX, 75201
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LOS ANGELES | FEBRUARY 5th, 2020
515 South Flower Street, Los Angeles, CA 90071
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MIAMI | MARCH 17th, 2020
801 Brickell Ave, Miami, FL, 33131
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The Private Investor Workshop is our most intensive training workshop 100% focused on the ultra-wealthy marketplace, and the investment activities of investors with net worths of $10M, $25M and well over $100M each. Through case studies, worksheets, and example deals closed instructor Richard C. Wilson will cover 30 different concepts related to the private investment industry in this one-day fast-moving workshop.
Benefits of Attending
- Reshape your actions and position in the marketplace to be more naturally attractive and genuinely valuable to family offices to create more co-investment and deal flow opportunities.
- Gain an edge over industry competitors who are not aware of or taking action to adjust to the multi-trillion dollar family office trend.
- Understand why the family office industry is thriving, will do well through a recession, and is just starting to take shape.
- Close more deals through superior options on investment structures, fee alignment, and avoiding the top mistakes that blow up family office deals consistently but are easily avoided.
- Leave the workshop with specific quarterly goals to help move forward your family office industry relationships, position, and strategy.
Admission to the Private Investor Advantage 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.
RSM US LLP
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.
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.
Call us at +1 (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 2020.