Family offices are constantly in pursuit of excellent direct investment opportunities and our annual Family Office Deal Flow Summit is the only conference that brings together family investors with off-market deal flow. For one day only, family offices, dealmakers, and private businesses will connect for one singular pursuit: to get a deal done. Attendees will also enjoy insightful presentations and panel discussions chock-full of real-world direct investing insights from family office investors.
Admission to the Family Office Deal Flow Summit is limited to the first 250 participants, so if you would like to reserve your seat today please complete the form at the bottom of this page.
Date: August 17, 2018
Location: Wyndham Grand Chicago Riverfront | 71 E Upper Wacker Dr, Chicago, IL 60601
Admission:
- Current Charter Members – Free (Register Here)
- New Charter Members – $299 monthly (Apply Here)
- Standard Admission – $1,000 (Register Here)
Agenda: The agenda for the Family Office Deal Flow Summit 2018 will be released shortly. View 2017’s agenda here: View Here
Benefits of Attending
- Build Your Family Office Co-Investment Network: Network with peers in the industry, build and reinforce strategic relationships and gain personal connections. Rapidly expand your relations with family offices who are looking for direct investments, co-investments and club deals.
- Learn How to Structure Deals: Our family office speakers have completed direct investments with some of the largest Fortune 100 companies in the world, and together have conducted well over $1B in direct investments, hold over 1,000 total patents, and represent billions in capital.
- Deal Flow & Due Diligence Best Practices: Discover step-by-step how family offices are attracting deal flow while still being discreet and private, and what standards are being followed while conducting due diligence on potential acquisition targets.
2018 Family Office Deal Flow Summit speakers will be released soon. 2017 speakers are listed below:
 Mitzi PerduePerdue Farms (Single Family Office) |  Armando SotoIsaac Capital Group (Single Family Office) |  Pierre duPontHPM Partners (Top 50 MFO & Angel Investor) |  Jerry DavisPiedmont Family Offices (Multi-Family Office) |
 Harris FriedFried Family Office (Single Family Office) |  Josh CohenTyden Ventures (Single Family Office) |  Mitch GarrettTrump Hotels (Single Family Office) |  Ben LererManhattan Capital (Single Family Office) |
 Vincent PicaSafanad Inc. (Single Family Office) |  Irwin BorisHeritage Capital Group (Single Family Office) |  Richard WilsonThe Miami Family Office (Single Family Office) |  Simon ZolotarevCapital Family Holdings (Single Family Office) |
 Fadi EphtimiosGroup RMC / Richardson GMP |  Theodore O’BrienMiami Family Office (Single Family Office) |  Stephen WallTeam JMC (Single Family Office) |  David ZilkhaPrivate Family Office (Single Family Office) |
 Sasha BernierCheltenham Investments (Single Family Office) |  Matthias BoizardFiducial (Family Office) |  Jared OakesBenesch |  Richard KlitzbergMcDaniel College (Endowment) |
 Ziad MoukheiberBoston Harbor Angels (Angel Investor) |  Dr. Sujan BaNational Foundation for Cancer Research |  Brian DeLuciaArrivato, LLC (Single Family Office) |  Ron HappeMain Street Capital Partners |
 Chris LeavyMedMen |  Carlos ImeryIP Family Office (Single Family Office) |  Dr. Amen DhyllonTeslaGreen Inc. |  Brian UrsinoURS Capital |
 Elizabeth SigetyDelaware Crossing Investor Group (Angel Investor) |  Richard BeleutzAlternative Investment Resource |
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 $2,000 of value, The Family Office Club will give you 100% of your money back on admissions paid. You will also be allowed to keep the 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 2018.
Richard C. Wilson
CEO & Founder
The Family Office Club
(305) 503-9077
328 Crandon Blvd. Suite #223
Key Biscayne, Florida 33149