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

Speaker Announcements Coming Soon

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

Agenda

Check back soon to see the full Agenda for this event.

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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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
Virtual Charter Membership (Monthly)

(Access 450+ investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)

$199/ month ($2,388 total)
This membership includes one virtual ticket per each event.
$199.00 / month
1
$199.00
1
Virtual Charter Membership (Full Year)

(Access 450+ investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)

$1997/First Year (20% savings)
This membership includes one virtual ticket per each event.
$199.00 / month with a 365-day free trial and a $1,997.00 sign-up fee
1
$1,997.00
1
Premium Charter Membership (Monthly)

(Access 450+ investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)

$999/First Month, then $333/Month thereafter ($4662 Total)
This membership includes one in-person ticket per each event.
$333.00 / month with a 30-day free trial and a $999.00 sign-up fee
1
$999.00
1
Premium Charter Membership (Full Year)

(Access 450+ investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)

$2997/First Year (36% savings)
This membership includes one in-person ticket per each event.
$333.00 / month with a 365-day free trial and a $2,997.00 sign-up fee
$2,997.00
1
Corporate VIP Charter Membership (Full Year)

(Access 450+ investor mandate interviews, pitch deck coaching, access to 53 investor databases, and 130 capital raising strategies)

$6750/First Year
This membership includes three in-person tickets per each event.
BEST VALUE: 55% Discount (Membership, Guest Tickets, and Databases $12,997 when purchased separately)
$397.00 / month with a 365-day free trial and a $6,750.00 sign-up fee
1
$6,750.00

WHAT’S INCLUDED IN YOUR PURCHASE

Virtual Charter Membership (Monthly)

(Access 450+ investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)

$199/ month ($2,388 total)
This membership includes one virtual ticket per each event.

Coupon

Membership Addons

(Optional)

Product
Total
1
Virtual Charter Membership
Virtual Charter Membership (Monthly)

(Access 450+ investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)

$199/ month ($2,388 total)
This membership includes one virtual ticket per each event.
× 1
$199.00 / month
Subtotal $199.00
Tax $0.00
Total $199.00
Recurring totals
Subtotal $199.00 / month
Tax $0.00 / month
Recurring totals $199.00 / month
First renewal: January 9, 2023
Total Due Today $199.00

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