Private Investor
Deal Flow Expo

Reserve your Virtual or
In-Person spot for this event

Register to Attend the 2023 Private Investor Deal Flow Expo

Sept. 6-8th, 2023
San Francisco & Virtual

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

Private investors are constantly in pursuit of excellent direct investment opportunities, and our annual Family Office Private Investor Deal Flow Expo is the only conference that brings these investors together with off-market deal flow. During this 2-day event, attendees will enjoy insightful presentations and panel discussions chock-full of real-world direct investing insights from family office investors. This is a unique opportunity to get real-time feedback from ultra-wealthy investors who will be sharing their knowledge and expertise on-stage. You’ll also be able to meet 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
San Francisco?

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.

Hear What Ultra-Wealthy Investors Look for In Every Deal:

A Family Office Club Expo is unlike any other event that you’ve attended. Rather than sitting through a pitch-fest of different presentations, you’ll be learning face-to-face from ultra-wealthy investors as they share their professional insights right on stage.

You’ll discover the different types of investments that these investors seek and the ones they avoid. You can also expect to learn about some fundamentals on topics such as:

  • Guiding Growth. Participating investors will talk you through the process of adding value, how you can improve your management performance and what helps portfolio companies really succeed in the market.
  • The CIO Perspective. You’ll discover the step-by-step process in which investors strategically select the right investments for their family office portfolio.
  • Risk Management and Due Diligence. Find out how the most successful investors perform their due diligence for identifying and avoiding any potential risks. If you’ve ever been curious as to how you can create a more comprehensive due diligence checklist, this will be very beneficial to you.
  • Strategies for Boosting Your NOI & IRR. Learn all about some of the most successful proven techniques for optimizing your real estate investment portfolio. This includes how to properly analyze the net operating income for commercial property as well as the internal rate of return.

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

Who’s going?

Past attendees have included, but will not be limited to:

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

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

If you want to learn why a Single Family Office works so well for ultra-wealthy families and individuals, this summit is for you.

A fresh perspective on the family office space, as well as detailed success stories from our speakers, will be available to you live on stage in New York City.

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

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

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

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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