Private Investor
Summit

Marriott Torrance Redondo Beach
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3635 Fashion Way, Torrance, CA 90503

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In-Person spot for this event

Reserve Your Spot for the 2023 Private Investor Summit

March 6th-8th, 2023
Torrance, California

Are you interested in networking and closing deals with family offices, private investors, and angel investors? Join our 2023 Private Investor Summit from March 6th-8th in Torrance, California hosted in-person and virtually. 

This annual summit will feature private investor speakers sharing insights, best practices, investment models, direct investment strategies, and allocation trends among other critical issues facing single-family office executives today.

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 California?

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.

Why Attend the 2023 Private Investor Summit?

  • Build your network of active investors looking for relevant deals now. Get your deal in front of the actual family office and angel investment group decision-makers.
  • Gain insights from multiple $1B+ family offices and several single-family offices on risk management, portfolio management, and how they buy operating businesses and source deals for co-investments.
  • Learn how to structure deals by listening to $1B+ Family Office Speakers & Private Investors who have completed billions in direct investments, hold over 1,000 commercialized patents, and represent over $100B of investible capital.

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

Who’s going?

By attending this summit, you’ll get the chance to shake hands with fellow attendees, including:

    • Private Investors
    • Family Offices
    • Angel Investors
    • Private Business Owners

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

Marriott Torrance Redondo Beach
3635 Fashion Way, Torrance, CA 90503

Speakers

Kevin K.

Kevin K.

Wealth Manager
Kip K.

Kip K.

Strategic Partner, RE Investor
Brenton S.

Brenton S.

Strategic Partner, RE Investor
Robert D.

Robert D.

Strategic Partner, Wealth Manager
Joel N.

Joel N.

SFO, Headliner
Ryan S.

Ryan S.

Private Investor, Strategic Partner
Jim P.

Jim P.

Strategic Partner
Paul K.

Paul K.

MFO
Jay R.

Jay R.

SFO
John B.

John B.

Private Investor, Strategic Partner
Michael S.

Michael S.

MFO
Sophia P.

Sophia P.

Private Investor
Irwin B.

Irwin B.

SFO
Adam Q.

Adam Q.

Strategic Partner, Wealth Manager
Travis S.

Travis S.

Angel Investor
Patrick O.

Patrick O.

SFO
Natalie G.

Natalie G.

SFO
Alice C.

Alice C.

Strategic Partner
Alejandro L.

Alejandro L.

Angel Investor
Giorgi A.

Giorgi A.

SFO
Gregory P.

Gregory P.

SFO
Eric T.

Eric T.

Private Investor
Glenn G.

Glenn G.

Angel Investor
Joe W.

Joe W.

RE Investor
Matt O.

Matt O.

SFO
James B.

James B.

SFO
Pernell A.

Pernell A.

Private Investor
Negin B.

Negin B.

SFO
Steve S.

Steve S.

Natalia S.

Natalia S.

SFO
Lucas P.

Lucas P.

Angel Investor
Azure E.

Azure E.

RE Investor

Sponsors

Emerging Ventures

Emerging Ventures

Alternative Investment Resource

Alternative Investment Resource

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

Agenda

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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Select your membership level below to gain access and connect directly with our investors today.

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 7, 2024
Total Due Today $5,000.00

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