Private Investor Summit

NEW YORK| September 24TH, 2019
Reserve Your Seat

event starts in

Days
Hours
Minutes

Come hear from 38 investors in a single day at this fast-paced summit in New York

Family offices are constantly in pursuit of excellent direct investment opportunities and our annual Family Office Private Investor 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.

Date: September 24th 2019

Location: Sheraton New York Times Square Hotel – 811 7th Avenue, W 53rd St, New York, NY 10019

Benefits of Attending

  1. 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.
  2. 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.
  3. 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.

Admission to the Family Office Private Investor Summit is limited to the first 175 participants, so if you would like to reserve your seat today please complete the form at the bottom of this page.

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.

Rajeev S.

Rajeev S.

Single Family Office
Stephanie S.

Stephanie S.

Single Family Office
Josh C.

Josh C.

Single Family Office
Marco S.

Marco S.

Single Family Office
Kamil H.

Kamil H.

Single Family Office
Thomas H.

Thomas H.

Single Family Office
Brian D.

Brian D.

Single Family Office
David W.

David W.

Single Family Office
Andy U.

Andy U.

Single Family Office
Kevin M.

Kevin M.

Single Family Office
David F.

David F.

Single Family Office
Paul K.

Paul K.

Single Family Office
Jon P.

Jon P.

Single Family Office
Justin D.

Justin D.

Single Family Office
Wendy C.

Wendy C.

Single Family Office
Jonathan B.

Jonathan B.

Single Family Office
Lord Roderick B.

Lord Roderick B.

Multi-Family Office
Holland S.

Holland S.

Multi-Family Office
Michael D.

Michael D.

Multi-Family Office
Cristina C.

Cristina C.

Multi-Family Office
Mark Y.

Mark Y.

Multi-Family Office
Carl C.

Carl C.

Private Investor
Peter C.

Peter C.

Real Estate Investor
Jeffrey G.

Jeffrey G.

Wealth Management
David L.

David L.

Angel Investor
David B.

David B.

Angel Investor
Adam G.

Adam G.

Investment Advisory Firm
Jack A.

Jack A.

Wealth Manager
Mark M.

Mark M.

Wealth Manager
Michael L.

Michael L.

Wealth Manager
William S.

William S.

Angel Investor
Mitchell W.

Mitchell W.

Wealth Manager
Elizabeth S.

Elizabeth S.

Angel Investor
Agustin K.

Agustin K.

Wealth Manager
Alex Konanykhin

Alex Konanykhin

Transparent Business
Richard Beleutz

Richard Beleutz

Alternative Investment Resource
Steve Schmidt

Steve Schmidt

Alternative Investment Resource
William Schoenbach

William Schoenbach

AON
Falon Fatemi

Falon Fatemi

Node
David Babinski

David Babinski

True North
Michael Ryan

Michael Ryan

Bullet Point Network
Randy A.

Randy A.

RSM US LLP
Kris B.

Kris B.

Reliant Investments
Barry C.

Barry C.

Single Family Office
Paul D.

Paul D.

Wealth Manager
Anthony P.

Anthony P.

Cali Kader
Mike M.

Mike M.

Michael Scott

Michael Scott

Cannapreneur Partners

TrueNorth

True North Resources is a dynamic real estate company that encompasses mineral, land, and historic building ventures to optimize developmental strategies based on the highest and best use.
True North works to promote economic growth, environmental sustainability, and social responsibility.  The company is passionate about the conservation of natural resources and aligns its developmental strategies with environmental impact studies.
One such strategy includes investment in undeveloped land with the possibility of the conservation easement, a socially responsible investment that helps to conserve natural resources for future generations while also providing tax savings to investors.
Over the past 5 years, True North Resources has saved mineral and undeveloped land investors over $500 million dollars in tax deductions while saving valuable natural resources of the United States.
The leadership of True North encompasses extensive experience in the legal, tax consulting, development, and security industries and are available to address inquiries regarding mineral, land, and historic building ventures.

:https://www.truenorthresources.net/

Cannapreneur Partners

Cannapreneur Partners is a Westborough MA-based holding company that identifies the world’s top 1% outliers and infuses smart capital, strategy, and purpose-driven leadership to attain success across cannabis and non-cannabis industries. Backed by a team with deep network resources and successful careers in the financial services and ultra high net worth wealth management space, our proprietary in-depth vetting process for both investors and business operators makes Cannapreneur Partners able to thoughtfully place capital in national and international cannabis projects across all sectors of the legal industry. CP is a values driven company focused on:  Happiness, Integrity, Leadership, Helping Others and Family while creating a profits-with-purpose culture.

:cannapreneurpartners.com

Transparent Business

Designated by Citigroup as the Top People Management Solution, TransparentBusiness is best-positioned to achieve dominance in that category. We boost the efficiency of computer-based work by making it transparent to managers and clients while enhancing the privacy of the workers. We have partnerships with Google, Microsoft, SAP, Cisco, ADP, Facebook, and EY. Legislators in twelve states have introduced our bill designed to make transparent verification of billable hours mandatory, positioning TransparentBusiness for explosive growth. We just announced a $10M raise and, as discussed atwww.TransparentBusiness.com/invest, the return for investors may exceed 90,000%

Mainstar Trust

Mainstar Trust is an innovative leader in specialized retirement custodial services that diversify and maximize long-term objectives for IRA account holders and financial advisors. Mainstar Trust is centered on trust, Innovation, and Flexibility. Mainstar Trust reflects nearly 40 years’ experience of specializing in providing retirement, custodial services by delivering confidence, wisdom, and quality to its customers. Innovation: Mainstar Trust exudes a visionary stance in the industry, always looking for new and progressive ways to utilize emerging opportunities in the retirement wealth accumulation scene and offering solutions for forward-thinking individuals. Mainstar Trust offers unique and dynamic services that easily adapt to individual choices with alternative investments. The team is dedicated to providing services that are accessible, personable, and reliable. Why Mainstar Trust: Mainstar Trust is the trusted guide for individuals looking for help navigating through investment waters, offering an alternative, cost-effective retirement solutions, excellent services, and prompt, personal client contact.

:mainstartrust.com

Broker

Hughes & Company

Hughes & Company is an independent, Fort Lauderdale based introducing broker that specializes in exceptional client and relationship management. Dedicated to institutional futures and options brokerage, we work with commodity trading advisors, family offices, and professional traders. We assist with setting up accounts that are customized to each specific situation. Every relationship is optimized based on trading, advisor, platform, commission, custodian, and overall goals in mind. Additionally, we assist with master account setups, portfolio margining, risk management, give in/out trading, advisor selection, and serve as a one stop solution for the futures markets.

SVK Capital

:svkcap.com

Branded Expert Press

Branded Expert Press specializes in producing books and tools for building businesses by increasing your authority as a best-selling author.
Becoming an international best-selling author with your own book is the most powerful thing you can do to increase your expert status.
Every business is different, so every book needs to be designed to be an exact fit for how you do business and who your clients are to ensure that you get the maximum value from your efforts.
Learn how to monetize your book so that is works for you.
Don’t Die with Your Message Still Inside You

:brandedexpertpublishing.com

Group RMC Corporation

Group RMC Corporation (RMC) is a Delaware U.S. registered real estate Co-Investment and management company based in New York City. RMC investsin, sponsors and is the General Partner in undervalued income producing Office properties in secondary and tertiary U.S. markets. RMC currently oversees in the U.S., principally in the Midwest, over 5,700,000 SF representing over USD 1.5 Billion in asset value.

RMC’s principals typically participate with 5% to 25% in each partnership and offer partners the opportunity to co-invest as RMC is seeking like-minded partners not simply ‘clients’. As a consequence, RMC only levies its charges up-front and only in the form of shares in the partnership. RMC does NOT charge ‘back end’, ‘carry’ or even management fees to the partnership as these all serve only to hemorrhage the returns on the partners’ capital.

This structure is unique in both its low pricing and risk sharing. A further and differentiating factor is that RMC and its partners are permanent and patient investors–in other words, real investors as it should be for a long-term asset class like real estate. Exit usually comes in the form of refinancing and/or increasing distributions. Occasionally irresistible offers do occur and RMC will sell, but RMC will never be a forced seller.

Alternative Investment Resource

Established in 2004, Alternative Investment Resource (AIR) is an independent boutique financial services firm focused exclusively on alternative investments. AIR provides investment banking services to the middle market and specializes in capital raise, mergers & acquisition, and structured finance. With a broad experience base across sectors, the firm has particular depth in real estate, healthcare, and niche emerging hedge funds. AIR is headquartered in Chicago, with operations in New York and Dallas.

Node

Node enables users of business applications to see into the future. Powered by Artificial Intuition™️ technology, Node is the first turnkey AI-as-a-service platform focused on powering predictable business outcomes, which enterprises can use to quickly and seamlessly build advanced AI into both customer-facing and internal applications without investing years and millions of dollars on risky AI experiments. Applications powered by Node can deliver predictions that enable users to make smarter connections and decisions about how to engage with customers, employees, investors, and partners. Node was founded by Google’s youngest employee, Falon Fatemi, and it’s renowned technology team includes the Godfather of Search, Louis Monier who created Alta Vista, and Michael Radovancevich former CTO of Taleo and OpenX. Node is backed by Mark Cuban, NEA, Avalon Ventures, and JetBlue Technology Ventures. Learn more at www.node.io.

:www.node.io

Bullet Point Network

Bullet Point.Network was born out of the family office of Mike Ryan, who was a partner at Goldman Sachs at the time of their IPO and for 8 years afterward, managed $18 billion for Harvard University, and now has a dedicated team of analysts based in NYC and Silicon Valley, leveraging BPN’s patented technology for fundamental investment decision making.

If you make direct investments, you want BPN’s team of fundamental analysts and proprietary software tools working for you. With BPN’s team and technology providing world-class research & analysis, your investment process and portfolio company engagement can be as strong as any professional venture capital or private equity fund. In fact, professional investors work with BPN too, but our roots and our passion is family office investing, and we are fully aligned with your success in each deal.

AON

AON

Aon is the leading global provider of risk management, insurance brokerage and human capital consulting solutions. Aon’s client-focused service model puts each client at the center of the plan, with strategic, transactional and consultative resources poised to meet individual client needs. We maintain industry and product-focused structure driven by specialization and are committed to delivering distinctive client value across all 550 offices in 120 countries. For Family Offices and within the alternative asset management industry we often serve as an extension of any in-house capabilities or as a full-service outsourced risk management consultant to the extent that one is needed.

:aon.com

Advanced Blast & Ballistic Systems Ltd

Active Safety System Technologies LLC (ASST)
ASST is a new company formed to bring two ground-breaking active Safety Systems to the US market.
The Active Mine Protection Systems (AMPS™️) provide complete protection to the occupants of an armoured vehicle hit by an under-belly mine or IED. Being developed with the US Army, Israel and the UK.
The Active VTOL Crash Prevention system uses parachutes and retrorockets to prevent crashes of light aircraft and especially the new types of electric Vertical Take-Off and Landing (eVTOL) aircraft being developed for the Urban Air Mobility concept.
Both technologies are covered by patents and new applications, and the markets have multi-billion $ potential.

MIR Ventures

MIR Ventures specializes in under the radar, sexy companies in unsexy industries who see humanity’s 21st-century challenges as an opportunity to build great businesses in under-addressed markets. We are on the cusp of the next technology revolution, and investing in early-stage companies, playing the essential role of integrating technology into the layers of human society, matters a great deal. The MIR team believes there is now a lucrative window to invest in companies going after the markets created by these challenges and changes. MIR Ventures’ investment thesis has attracted the attention of leading global thought leaders and institutions.

:mirventures.com

Sponsor

Findy

Findy is the world’s first search engine powered by your phone, bridging websites and apps together to make it easy to find what you want.
Simply put, Findy delivers the search results that Google does not.
https://pitch.findy.com/
Sponsor

Chief of Staff

Chiefofstaff.com is SaaS  strategy execution management software created by C-Suite executives for C-Suite executives running complex businesses  or a portfolio of businesses.
The Harvard Business Review reports that 75% of companies fail to execute their strategy, and CEOs ranked this as their #1 problem out of 80 potential issues.
Strategy execution is a $22+ billion market.  C-Suites in complex organizations lack the tools they need to execute strategy and compete, often relying on Excel spreadsheets to track plan implementation.  Chiefofstaff.com brings strategy execution to life in real time across complex organizations.
www.chiefofstaff.com
Sponsor

RSM

RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment.
RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in over 120 countries.
Sponsor

Participant Capital

Participant Capital is a private equity real estate investment management firm specializing in large-scale, mixed-use developments. As an affiliate of Royal Palm Companies, a developer with an extensive track record of more than 40 years, Participant Capital allows institutional or individual investors to invest in real estate projects alongside experienced developers from the ground-up at the developer’s cost basis.
URL: www.participantcapital.com
Sponsor

Reliant Investments

Reliant Investments is a commercial self-storage operator located in Roswell, GA.  We offer accredited investors institutional quality commercial self-storage investments.
Reliant purchased its first facility in 2005 and is currently a top 25 self-storage operator in the United States. Our track record includes 21 properties sold with an average project level IRR of 45%.  Partner with an industry leader and experience the value of the self-storage asset class.
Time and time again, we have met and exceeded industry benchmarks, making our exceptional track record the standard for the industry.
Sponsor

CannGroup Development Corp

https://www.canngroupcorp.com/

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 any of our full-day conferences 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 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 2019.

 

Richard C. Wilson
CEO & Founder
The Family Office Club
(305) 503-9077
328 Crandon Blvd. Suite #225
Key Biscayne, Florida 33149

 
Fill out my online form.

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.