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 350 participants, so if you would like to reserve your seat today please complete the form at the bottom of this page.

Date: October 12, 2018

Location: The Edison Ballroom | 240 W 47th St, New York, NY 10036


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

  1. 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.
  2. 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.
  3. 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:

Paul Mitzi Perdue
Perdue Farms
(Single Family Office)
Armando Soto
Isaac Capital Group
(Single Family Office)
Pierre duPont
HPM Partners
(Top 50 MFO & Angel Investor)
Jerry Davis
Piedmont Family Offices
(Multi-Family Office)
Harris Fried
Fried Family Office
(Single Family Office)
Josh Cohen
Tyden Ventures
(Single Family Office)
Mitch Garrett
Trump Hotels
(Single Family Office)
Ben Lerer
Manhattan Capital
(Single Family Office)
Vincent Pica
Safanad Inc.
(Single Family Office)
Irwin Boris
Heritage Capital Group
(Single Family Office)
Richard Wilson
The Miami Family Office
(Single Family Office)
Simon Zolotarev
Capital Family Holdings
(Single Family Office)
Fadi Ephtimios
Group RMC / Richardson GMP

Theodore O’Brien
Miami Family Office
(Single Family Office)
Stephen Wall
Team JMC
(Single Family Office)
David Zilkha
Private Family Office
(Single Family Office)
Sasha Bernier
Cheltenham Investments
(Single Family Office)
Matthias Boizard
(Family Office)

Jared Oakes

Richard Klitzberg
McDaniel College
Ziad Moukheiber
Boston Harbor Angels
(Angel Investor)
Dr. Sujan Ba
National Foundation for
Cancer Research
Brian DeLucia
Arrivato, LLC
(Single Family Office)
Ron Happe
Main Street Capital Partners

Chris Leavy

Carlos Imery
IP Family Office
(Single Family Office)
Dr. Amen Dhyllon
TeslaGreen Inc.

Brian Ursino
URS Capital

Elizabeth Sigety
Delaware Crossing Investor Group
(Angel Investor)

Richard Beleutz
Alternative 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-FreeRisk Free Offer: If you attend any of our full-day conferences and find that you don’t get at least $2,000 of value, Wilson Conferences 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.

Fill out my online form.

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