Private Investor
Advantage Workshop

August 11TH, 2021
1:00pm - 5:00pm EST
RSVP NOW

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

  1. 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.
  2. Gain an edge over industry competitors who are not aware of or taking action to adjust to the multi-trillion dollar family office trend.
  3. Understand why the family office industry is thriving, will do well through a recession, and is just starting to take shape.
  4. 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.
  5. 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, so if you would like to reserve your seat today please complete the form at the bottom of this page.

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.

 
 
 

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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Select Your Purchase
Price
1
$1 Trial Investor Club Membership Offer
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 $199/Month (For the first 3 months, then $399/m thereafter) on 6/24/2021.

$399.00 / month with a 3-day free trial and a $1.00 sign-up fee
1
$1.00
1
Premium Charter Membership
(Access 450 investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)
$2,450/Year
$2,450.00 / year
$2,450.00
1
VIP Charter Membership
(Benefits of premium charter membership + Access to our global directory of investor contact information and areas of investment interest)
$3,997/Year
$3,997.00 / year
1
$3,997.00
1
Corporate VIP Charter Membership
(Benefits of the above memberships + 3 tickets to each event, access to all databases.
$5,750/Year
$5,750.00 / year
1
$5,750.00

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 $199/Month (For the first 3 months, then $399/m thereafter) on 6/24/2021.

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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Product
Total
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 $199/Month (For the first 3 months, then $399/m thereafter) on 6/24/2021.

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$399.00 / month with a 3-day free trial and a $1.00 sign-up fee
Subtotal $1.00
Coupon Untitled-2 firstmonth199 $0.00 [Remove]
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Total $1.00
Recurring totals
Subtotal $399.00 / month
Coupon: firstmonth199 $200.00 [Remove]
Tax $0.00 / month
Recurring totals $199.00 / month
First renewal: June 23, 2021
Total Due Today $1.00

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