This highly interactive virtual workshop will instruct participants through watching our team provide 10 of our members with live niche investor type, investment structure, marketing material, one-liner, and tax consideration feedback. There will be time for Q&A sessions, deep dive on specific insights and strategies discussed at other workshops, and how to apply those to the members in the hot seat.
Whether you are new to our community or have attended 50+ of our events over the last decade this event will be dynamic, unique, and a very practical example of how to apply investor relations and capital raising best practices and processes.
Participants and hot seat members will include private companies, syndicators, fund managers, and sponsors. Each hot seat workshop feedback session will last for around 15 minutes, and those who have been members the longest will get preference in being featured in the hot seat.
The goal of this workshop is to provide detailed feedback and practical suggestions for building investor momentum on a variety of capital raises so everyone walks away with a more robust process while removing potential friction points that may be driving away investors to hurting your ability to close a deal.
If you are not yet a member in the Family Office Club you will need to register for our free 14 day trial to attend this live event, which will roll into a 3 month trial at $199/month, after which you will be upgraded to the regular membership price of $399/month or $2,450 a year. You can cancel at any time, we don’t lock anyone into long-term contracts. Please complete the form below to get started for free when the time is appropriate for you.
Testimonials | Here is what our clients are saying:
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 our summit and find that you don’t get at least $1,000 of value, The Family Office Club will give you 100% of your money back on admissions paid. You will also be allowed to keep a copy of the event recording and materials for your trouble. Our full refund policy can be found here.
Questions? Call us at +1 (305) 503-9077
We look forward to meeting and networking with you at this workshop and hopefully a few more of our events in 2021.