Private Investor Strategies & Deal Making Workshops


April 4th – New York, NY
Oppenheimer & Co. Inc (Map)

April 6th – Scottsdale, AZ
Caliber Training Room (Map)

 

Reserve your Virtual or
In-Person spot for this event

Save Your Spot for the Private Investor Strategies & Deal Making Workshop

April 4th, 2023 - New York, NY
April 6th, 2023 - Scottsdale, AZ

Private investors are constantly in pursuit of off-market deal flow, but achieving these high-quality deals requires practicing the best strategies for 2023. Join us on April 4th or 6th to discover the step-by-step process in which investors strategically select the right investments for their portfolio.

During this event, you’ll have the chance to meet and connect with members of our private investor community and learn best practices for closing 5X-10X more deals. This is a unique opportunity to get real-time feedback from fellow capital raisers and introduce yourself to private investors who will also be in attendance.

Reach out today to RSVP to this one-of-a-kind Family Office Club event.

Or for more information call us at 305-503-9077

Can’t Make It to Arizona, or New York?

Not a problem – you can watch us through our live stream application, Whova, with the ability to network, chat, ask questions on panels and have video calls.

Walk Away with A Plan of Action for Closing 5-10X More High-Quality Deals:

This workshop will show you how the most successful investors perform their due diligence for identifying the best quality deals for their portfolios.

You’ll discover how to put together a deal that is irresistible to investors because you’ll leave knowing exactly what to avoid in your offering and what to include. Your plan of action will include the knowledge and tools you need to successfully:

  • Present a pitch that includes all of the fundamentals that private investors look for in a deal, no matter what industry you are in.
  • Engage with prospects in a way that effectively communicates why you are the clear choice among your competitors.
  • Deliver a robust set of professionally customized capital-raising materials to your leads that grab attention and show off your unique value proposition.
  • Remove and adjust any red flags within your offering that may be scanned during due diligence.
  • Receive more replies in your inbox from warm leads who can lead you to 5-10X more capital in 2023.

Or for more information call us at 305-503-9077

Who’s going?

By attending this summit, you’ll get the chance to shake hands with fellow attendees, including:

    • Ultra-wealthy families
    • Fund managers
    • Private investors
    • Wealth advisors
    • Private businesses 
    • Real estate firms

Bonuses:

Bonus #1: Access Netflix-like Membership Options. This provides you with open access to all of our 16 Live Events a Year, Including this Super Summit.


Bonus #2:
 Submit your pitch deck and executive summary directly to our CEO, Richard Wilson, for him to review your offering.


Bonus #3:
 Access all of our investor relations and capital raising books as well as all of our previously recorded webinars and recorded events on the subject matter.


Bonus #4:
 When you sign up for the event and membership we will schedule an onboarding call with our client relationship manager, Jennifer Velasquez, so she can give you a full walkthrough of how to use the 12 deal-closing resources we give you access to.

Or for more information call us at 305-503-9077

Agenda

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.

Annual Commitment: The Family Office Club is an investor community, not an “event company” although we do host 16+ events. For this reason, our club requires a minimum of a one-year commitment to our events, workshops, and investor relations resources. We use a long-term strategy that requires a long-term commitment from all our valued members. We want our community to focus on adequate relationship building and the learning of new innovative skills that lead to more successful raises.

Questions? Call us at +1 (305) 503-9077

We look forward to meeting and networking with you at this summit and hopefully a few more of our events in 2022.

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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All memberships are a minimum one-year commitment

(Charter members can immediately access the member portal after payment is complete)

Select Your Purchase
Price
1
Capital Raiser Group Coaching Membership

(Access 450+ investor mandate interviews, and 130 capital raising strategies)

$5000/year
This membership includes one virtual ticket per each event + 1 in-person workshop per quarter
$5,000.00 / year
1
$5,000.00
1
Premium Charter Membership

(Access 450+ investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)

$8,850/Year

This membership includes one in-person ticket per each event.
$8,850.00 / year
$8,850.00
1
Corporate VIP Charter Membership

(Access 450+ investor mandate interviews, pitch deck coaching, access to 53 investor databases, and 130 capital raising strategies)

$12,500/Year
This membership includes three in-person tickets per each event.
$12,500.00 / year
1
$12,500.00

WHAT’S INCLUDED IN YOUR PURCHASE

Capital Raiser Group Coaching Membership

(Access 450+ investor mandate interviews, and 130 capital raising strategies)

$5000/year
This membership includes one virtual ticket per each event + 1 in-person workshop per quarter

Membership Addons

(Optional)

Product
Total
1
Capital Raiser Group Coaching Membership (Virtual)
Capital Raiser Group Coaching Membership

(Access 450+ investor mandate interviews, and 130 capital raising strategies)

$5000/year
This membership includes one virtual ticket per each event + 1 in-person workshop per quarter
× 1
$5,000.00 / year
Subtotal $5,000.00
Tax $0.00
Total $5,000.00
Recurring totals
Subtotal $5,000.00 / year
Tax $0.00 / year
Recurring totals $5,000.00 / year
First renewal: February 1, 2024
Total Due Today $5,000.00

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