Private Investor Strategies & Deal Making Workshops
April 3rd – Scottsdale, AZ
8901 E Mountain View Rd.
Ste 150 Scottsdale, AZ 85258
Caliber Training Room (Map)
April 4th – New York, NY
666 3rd Ave 13th Floor,
New York, NY 10017
Oppenheimer & Co. Inc (Map)
Reserve your Virtual or
In-Person spot for this event
Save Your Spot for the Private Investor Strategies & Deal Making Workshop
April 3rd, 2023 - Scottsdale, AZ
April 4th, 2023 - New York, NY
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 3rd or 4th 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.
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.
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
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.
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