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: Monday, June 27th, 2016
Venue: The Edison Ballroom in Times Square | 240 W 47th St, New York, NY 10036
Admission: Standard– $1,195 | At the Door – $1,350 | Current Charter Members – Register Here | Charter Membership Info (Free Admission)
Agenda: You can download the preliminary 2016 Family Office Deal Flow Summit Brochure PDF by clicking here.
Register: You can register online by clicking here, by phone at (305) 503-9077 or by downloading the booking form here – Booking Form
Sneak-Peek of the 25+ Single Family Office Speakers:
 Paul CarbonePritzker Group (Single Family Office) |
 Ira PerlmuterT5 Equity Partners (Single Family Office) |
 Michael FelmanShoreFront Capital Partners (Single Family Office) |
 Wendy CraftGonzalez Family Office (Single Family Office) |
 Neil WolfsonSF Capital Group (Single Family Office) |
 Richard C. WilsonThe Miami Family Office (Single Family Office) |
 Candice BeaumontL Investments (Single Family Office) |
 Federico BenavidesBeamonte Investments (Single Family Office) |
 James McKinneyMcKinney Properties, Inc. (Single Family Office) |
 Eric MunsonNY Based Family Office (Single Family Office) |
 Matthew McCarthyRockside Capital Partners (Single Family Office) |
 Temple FennellKeller Enterprises (Single Family Office) |
 Cliff OberlinOberlin Wealth Partners (Multi-Family Office) |
 Sasha BernierCheltenham Investments (Single Family Office) |
 Geoff BoltonEverline Group (Single Family Office) |
 Glen AndersonRainMaker Securities (Merchant Banking Firm) |
 Theodore O’BrienThe Miami Family Office (Single Family Office) |
 Sebastian JanoPardee Resources Company (Multi-Family Office) |
 Mike VanderLeyFTI Consulting |
 Mark RubinFTI Consulting |
 Gordon “Grant” CurtisCI Investments Management Company (Single Family Office) |
 Jay GothForentis Fund |
 Ira KaplanBenesch Law |
 Paul SmithNAPLIA |
 Gordon FalloneRobertson Stephens |
 Karim AhamedHPM Partners (Multi Family Office) |
 Mark EvansInstitutional Private Equity Investor |
 Derrick HandwerkHandwerk Family Office (Multi Family Office) |
 David DeWittDeWitt Capital Management |
 Steven M. SimmonsSideris Capital Partners (Single Family Office) |
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.
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.
Family Office Club’s Exclusive Advisory Council
 Paul Smith – Pauls@NAPLIA.com |
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 Jim Hill – JHill@BeneschLaw.com |
Platinum Sponsors
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Thank You to Our Sponsors
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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, 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.
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 2016.
Richard C. Wilson
CEO & Founder
The Family Office Club
(305) 503-9077
328 Crandon Blvd. Suite #223
Key Biscayne, Florida 33149
