Multi Family Office
& Wealth Manager Summit

Virtual
November 9TH, 2021
12:30pm-4:00pm EST
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Location:

Virtual
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Hear from 20+ Investors on stage at The Multi Family Office & Wealth Manager Summit.

The Multi-Family Office & Wealth Manager Summit will feature 20+ investor speakers sharing insights, best practices, investment models, and allocation trends among other critical issues facing family office executives today.

This is your chance to meet with Billion Dollar Multi-Family Office Professionals and wealth managers as well as 250+ attendees including institutional investors, family office executives, private equity deal-makers, investment fund managers, high-net-worth individuals, and a variety of private investor industry participants.


Benefits of Attending

  1. Build Your Investor Relationship Network: Quickly add another dozen investors to your relationship network, learn how they like to partner with other wealthy families and investment managers, and become more effective in quickly navigating the private investor industry.
  2. Hear from Multi-Family Offices and Wealth Managers Managing over a Billion dollars in Assets on best practices, strategies, and trends.
  3. Improve your ability to retain assets as a wealth manager.
  4. Investment appetites have changed and continue changing at an accelerated rate. Our event will have a no-hype conversation focused on objective success strategies for changing times.
  5. The Family Office Club has been bringing family offices together for over 14 years. Connect with an established investment community that has convened over 175 times.
  6. Learn how to stay innovative and relevant as Family Offices and wealth managers compete more and more against digital asset management.
  7. What marketing strategies are new firms using to attract ultra-high net worth clients. Why do some firms that have potential clients calling them, instead of cold calls and emails and endlessly asking for introductions?
  8. Participate in discussions about reducing risk, improving information security and compliance.
Dan G.

Dan G.

Kathy B.

Kathy B.

Dr. Forrest B.

Dr. Forrest B.

Per W.

Per W.

Julie N.

Julie N.

John S.

John S.

Ben P.

Ben P.

Jeff Z.

Jeff Z.

Curt T.

Curt T.

Robert D.

Robert D.

Molly G.

Molly G.

Daniel D

Daniel D

Stu C.

Stu C.

Gary P.

Gary P.

David M.

David M.

Alison C.

Alison C.

Peter Habib

Peter Habib

MPI Family Office

Co-founder of MPI Family Office that owns business’s in healthcare and income producing real estate focusing on Multifamily, Senior Care…

Richard Beleutz

Richard Beleutz

Alternative Investment Resource
Tory Aggeler

Tory Aggeler

Vaulted
Andres Ospina

Andres Ospina

PITCHDECKS.COM
Richard Wilson

Richard Wilson

Founder & CEO of Family Office Club

Founder of the Family Office Club, the largest membership-based family office association with over 1,500 registered family office members.

Member Testimonials

Testimonials | Here is what our clients are saying:

 You Will Benefit From This Event, Guaranteed. We only include practical proven marketing strategies and methods and we know you will get a ton of value out of attending this event.  If you attend and don’t get at least $1,000 worth of value for any reason at all, we will give you 100% of your money back within 1 business day.

 
 
 

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.

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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Select Your Purchase
Price
1
Premium Charter Membership (Monthly)
(Access 450 investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)
$99 First Month, Then $399 For Subsequent Renewals
$399.00 / month with a 30-day free trial and a $99.00 sign-up fee
1
$99.00
1
Premium Charter Membership
(Access 450 investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)
$2,450/Year
$2,450.00 / year
$2,450.00
1
VIP Charter Membership
(Benefits of premium charter membership + Access to our global directory of investor contact information and areas of investment interest)
$3,997/Year
$3,997.00 / year
1
$3,997.00
1
Corporate VIP Charter Membership
(Benefits of the above memberships + 3 tickets to each event, access to all databases.
$5,750/Year
$5,750.00 / year
1
$5,750.00
1
Non-Member Event Ticket – The Family Office Super Summit – December 2021
$1850
1
$1,850.00

WHAT’S INCLUDED IN YOUR PURCHASE

Premium Charter Membership (Monthly)
(Access 450 investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)
$99 First Month, Then $399 For Subsequent Renewals

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Product
Total
1
Premium Charter Membership (Trial)
Premium Charter Membership (Monthly)
(Access 450 investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)
$99 First Month, Then $399 For Subsequent Renewals
× 1
$399.00 / month with a 30-day free trial and a $99.00 sign-up fee
Subtotal $99.00
Tax $0.00
Total $99.00
Recurring totals
Subtotal $399.00 / month
Tax $0.00 / month
Recurring totals $399.00 / month
First renewal: January 4, 2022
Total Due Today $99.00

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