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The 4th annual Family Office Super Summit will feature 60 family office speakers, 1,000+ attendees and ample networking opportunities and engaging activities over a 2-day span.  The Super Summit is a great opportunity to join hundreds of family office executives, private wealth managers, dealmakers, and investors for an unparalleled conference experience.

Date: December 5th & 6th, 2017

Location: JW Marriott Marquis Miami | 255 Biscayne Blvd Way, Miami, FL 33131

Agenda: View Here

Benefits of Attending the Family Office Super Summit:

  1. Billions of Dollars in Capital On Stage (and much more in the room): The Family Office Super Summit featured actual family offices and more of them on stage than any other event globally, not brokers or junior financial planners, because we know that families in our network and the hundreds of attendees in the room want to learn from the biggest single family offices and top-50 multi-family offices on what has worked for them, how they manage their capital, and what it takes to do business with a leading family office. 
  2. Tap Into & Meet With the Fastest-Growing Investor Group: Family offices are becoming an increasingly important investor group for hedge funds, private equity managers, real estate companies, private companies, and anyone who relies on outside capital.  These families control hundreds of billions of dollars and we invite family offices from all asset classes to attend this annual summit in South Florida.
  3. Get Real Business Done: Unlike other conferences and trade shows, the Family Office Super Summit is all about getting real business done and building real relationships.  There are multiple networking sessions throughout the 3 days, starting with a welcome cocktail hour the night of December 4th and continuing through the conference.  A Florida single family office CIO cheerfully told us at the end of our last event, “I came here with 100 business cards; I have 4 left.”  
  4. Skip the Bull: This conference isn’t a pitch fest by sponsors; it is a conference for investment and wealth management professionals.  You’ll hear directly from real family offices looking to allocate capital and, like all of our events, the investors on stage will give it to you straight on what drives their portfolio strategy, how they select investments, and where they are looking to invest their money going forward.
  5. More Value for Less Money: If you are wondering how to budget your marketing and conference dollars, consider this – the Family Office Super Summit is our largest conference of the year, featuring 60+ family offices on stage and many more in the audience over 2 days.  For the chance to engage such an exclusive audience for a single day, you can usually expect to pay north of $2,000 for just one day.  Attend the Family Office Super Summit for just $995 or become a charter to attend for free (more info: or give us a call at (305) 503-9077).

More Single, Multi & $1 Billion+ Family Office Speakers Than Any Other Conference. The Family Office Super Summit 2017 speakers include:

Chris Chandler Chris Chandler
Ballentine Partners
($6B+ Family Office)

Garbis Mechigian Garbis Mechigian
($41B+ Family Office)

Lorraine George-Harik Lorraine George-Harik
HPM Partners
($6B+ Family Office)

Sylvia BenitoSylvia Benito
GenSpring Family Office
($7B+ Family Office)
Andres Bethencourt Andres Bethencourt
(Single Family Office)

Allen Morris Allen Morris
The Allen Morris Company
(Single Family Office)

Matthias Boizard Matthias Boizard
(Single Family Office)

Julie NeitzelJulie Neitzel
WE Family Offices
($5B+ Family Office)
Pierre duPont Pierre duPont
HPM Partners
($6B+ Family Office)

Ira Perlmuter Ira Perlmuter
T5 Equity Partners
(Single Family Office)

Andrew Mehalko Andrew Mehalko
AM Global
($400M+ Multi-Family Office)

Paul Kang Paul Kang
Alta Cap.
(Single Family Office)

William DuBois Wiliam DuBois
Pilotage Private Wealth
($700M+ Multi-Family Office)

Anuj Jain Anuj Jain
ARJ Strategy Partners
(Single Family Office)

Jeff Klotz Jeff Klotz
The Klotz Group of Companies
(Single Family Office)

Richard Wilson Richard Wilson
The Miami Family Office
(Single Family Office $500m+ AUM)

Jared Oakes Jared Oakes

James CornellJames Cornell
Fiduciary Wealth Partners
($700M+ Multi-Family Office)
Federico Benavides Federico Benavides
Beamonte Investments
(Single Family Office)

Richard Klitzberg Richard Klitzberg
McDaniel College

Benjamin Marks Benjamin Marks
Leveraged Equity Holdings LLC
(Single Family Office)

Kermit Claytor Kermit Claytor
King Mountain Capital Group
(Single Family Office)

Sasha Bernier Sasha Bernier
Cheltenham Enterprises
(Single Family Office)

Vaughn Brock Vaughn Brock
Veritas Family Partners
(Single Family Office)

Clifford Friedman Clifford Friedman
Raptor Group Holdings
(Single Family Office)

Ethan Boothe Ethan Boothe
EisnerAmper LLC

Ziad Moukheiber Ziad Moukheiber
Boston Harbor Angels
(Angel Investor)
Colin Hickey Colin Hickey
AM Global Family Office Investment Office
($400M+ Multi-Family Office)

Adi Divgi Adi Divgi
EA Global
(Single Family Office)

Carlos Imery Carlos Imery
IP Family Office
(Multi-Family office)

Thomas Webb Thomas Webb
Pebb Enterprises
(Single Family Office)

Roey Diefendorf Roey Diefendorf
3 Dimensional Wealth Advisory
(Single Family Office)

Brian Shelley Brian Shelley
Colmena Capital
(Single Family Office)

Cliff Oberlin Cliff Oberlin
Oberlin Wealth Partners
(Multi-Family Office)

Richard Beleutz Richard Beleutz
Alternative Investment Resource

Steven Wagner Steven Wagner
Omnia Family Wealth
($500M+ Multi-Family Office)

Silvia Rosen Silvia Rosen
LionX Advisors
(Single Family Office)

Jeff Evans Jeff Evans
Volta Global
(Single Family Office)

Alan Snyder Alan Snyder
Shinnecock Partners
(Single Family Office)

Doug Fullaway Doug Fullaway
FourteenPlus, LLC

David Lindahl David Lindahl
The Lindahl Group

Irwin Boris Irwin Boris
Heritage Capital Group
(Single Family Office)

Jason Fooks Jason Fooks
Safety, Income & Growth Inc.

Skip Motsenbocker Skip Motsenbocker
Floris Capital Management

Eduardo Gruener Eduardo Gruener
GFG Capital
($750M+ Multi-Family Office)

Yazan Abdeen Yazan Abdeen
Private Family Office
(Single Family Office)

David Weiss David Weiss
Rebel Rebel Capital
(Single Family Office)

Katherine Boas Katherine Boas
Carl Marks & Co.
(Single Family Office)

Christopher Christopher “Kit” Boyatt
Lazard Asset Management
(Hedge Fund Investor)

Evan Renov Evan Renov
Beechwood Ventures
(Beechwood Ventures)

Richard-Stone Richard Stone
Stone Family Office
(Single Family Office)

Anton Bayer Anton Bayer
Harris Bay

Fadi Ephtimios Fadi Ephtimios
Group RMC

Andrew Clark Andrew Clark
Houston Angel Network
(Angel Investor)

Jeff Schneider Jeff Schneider
The Royalty Exchange

Max DeZara Max DeZara
Akoya Capital Partners

Ron Happe Ron Happe
Main Street Capital Partners

Paul Gabrail Paul Gabrail
Select Investment Group
(Single Family Office)

JP Maroney JP Maroney
Harbor City Capital

Mark Hamister Mark Hamister
Hamister Group LLC

Chad Naylor Chad Naylor
Naylor & Company Investments

Andrew Ury Andrew Ury

William Podd William Podd
Landmark Angels
(Angel Investor)

Veronica Yepez Reyna Veronica Yepez Reyna
(Multi-Family Office)

Dan Farrell Dan Farrell
Privos Capital
(Multi-Family Office)

Brian DeLucia Brian DeLucia
(Single Family Office)

Monty Elsabbagh Monty Elsabbagh
Family Office Tech

William Werkmeister William Werkmeister
National Foundation for Cancer Research

Wirth Munroe Wirth Munroe
Aon Risk Solutions

Additional family office speakers to be revealed shortly, please check back for updates.

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 450 participants, we had a refund rate of exactly 0%. Our full refund policy can be found here.

                                                           A SPECIAL THANKS TO OUR PARTNERS


Call us at (305) 503-9077

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