The Annual Family Office Real Estate Summit will be held on May 15, 2018 in beautiful Miami, Florida.  This conference features industry leading family offices and institutional investors discussing how they buy real estate, what they look for in a real estate investment, the deal structures that they prefer, and how they view the market going forward.  Panel discussions and in-depth presentations drive the networking conversations taking place throughout the day. If you are looking to expand your real estate investor, co-investment or deal flow networks, this event is for you.

Date: May 15, 2018

Venue The Rusty Pelican | Rickenbacker Causeway, Key Biscayne, FL 33149

Agenda: View Here

Benefits of Attending

  • Build Your Real Estate Investor Network: Quickly add another dozen family offices and institutional investors to your relationship network, learn how they like to partner with other investors and investment managers, and become more effective in quickly navigating the real estate allocator industry.
  • Meet New Deal Partners:  With an emphasis on networking, this conference is geared toward fostering new connections, building relationships, and ultimately getting deals done.
  • Deepen Your Expertise:  Learn directly from top real estate investors on how they allocate capital, measure returns, mitigate risks, and exit their investments.

Family Office Real Estate Summit speakers include:

Allen Morris

The Allen Morris Company
(Single Family Office)

Beatriz Beltranena

(Single Family Office)

Mitch Garrett

Trump Hotels
(Single Family Office)

Fred Branovan

FFC Capital
(Single Family Office)

Steven Cohen

Standard Management Company
(Single Family Office)

William Powers

The Strand Partners
(Single Family Office)

Richard Wilson

The Family Office Club

Yoel Mayerfeld

Kline Family Office
(Single Family Office)

Roger Yates

Yates Group USA
(Single Family Office)

Victor Simon

Simon Group Holdings
(Single Family Office)

Peter Habib

MPI Family Office
(Multi-Family Office)

Sally Fan

(Multi-Family Office)

Dan Farrell

Privos Capital
(Multi-Family Office)

Michael Felman

MSF Capital Advisors
(Single Family Office)

Carlos Imery

IP Family Office
(Multi-Family Office)

Oded Malky

SHM Controls

Greg Kavanagh

Structured Marshalled Investment
(Single Family Office)

Peter Zuckerman

PMZ Real Estate Holdings
(Single Family Office)

Brian DeLucia

Arrivato, LLC
(Single Family Office)

Tim Howe

Ocean Partners
(Multi-Family Office)

Kamil Homsi

GRC Investment
(Single Family Office)

Irwin Boris

Heritage Capital Group
(Single Family Office)

Ira Perlmuter

T5 Equity Partners
(Single Family Office)

Jared Oakes


Jake Thomas

CTI Partner

Thomas M. Hoban

Kitson & Partners

Steve Schmidt

Alternative Investment Resource

George Vallone

The Hoboken Brownstone Company

John McCorvey

Stone Gate Global

David Babinski

True North Resources

Andres Opsina

The Family Office Club

Sylvia Benito

($7B+ Family Office)

Gabriel Navarro

MMG Equity Partners
(Single Family Office)

Forrest Bryant

High Speed Alliances
(Family Office)

Kevin J. Schimelfenig

McGeever, LLC
(Single Family Office)


Attendees included wealthy families looking to form a family office, single family offices, multi-family offices, real estate investment professionals, hedge fund and private equity fund managers, investment bankers, private banking professionals, CPAs, attorneys, placement agents, third party marketers, and insurance agents.

Risk Free Offer

If you attend any of our full-day conferences and find that you don’t get at least $2,000 of value, the Family Office Club will give you 100% of your money back on admissions paid. You will also be allowed to keep the copy of the Family Office Book and handouts for your trouble. At our last conference series in NYC with over 350 participants, we had an exact refund rate of 0%. Our full refund policy can be found here.

2017 RE Summit Attendees
Fill out my online form.

Questions? Call us at (305) 503-9077

We look forward to meeting you at this Real Estate Summit and hopefully a few more of our events in 2018.


Richard C. Wilson
Qualified Family Office Professional (QFOP)
Founder & CEO
Wilson Conferences|The Family Office Club
(305) 503-9077
328 Crandon Blvd. Ste. #223
Key Biscayne, Florida 33149


The following are quotes written by some of the 1,000+ past event participants:

”Richard’s workshop was educational, current, and inspiring. We benefited from Richard’s breadth of knowledge as his presentation delved into the granular level, while only providing valuable, relevant information. His stories and anecdotes were woven seamlessly into the presentation.”

– Justin Browe | Partner, Sage Lane Capital

“The workshop content was relevant and educational, after the workshop my mind was racing with new ideas and ways to improve all aspects of my strategy and implementation of my strategy. Like any great coach or motivator I left the workshop more inspired and with a deeper desire to succeed.”

– Jay Robbins, GBS Life Plans

“From a marketing and networking perspective, my time spent today and the cost of the seminar was the best use of my time and money in a very long time.”

– Mike Roberts, AJG

“Attending the Richard Wilson family office seminar was an extremely valuable experience that took the informational content of his book (“The Family Office Book: Investing Capital for the Ultra-Affluent”) to an entirely new level. Richard’s vast experience and exposure to family offices worldwide can best be appreciated in the personal interaction of a seminar. Information is exchanged in a manner that protects the confidentiality and privacy of all family offices involved.”

– Karen Owensby, President, Wealth Management Associates

“A high class event with the “right” people in the room. People are open and informative but still maintain discrete and tasteful nature that is so vital in the Family Office space.”

– Alexander Camargo, Celent

“The workshop was time well-invested. The presenters were very knowledgeable, and the information gained will be useful in our multi-family office practice.”

– Joseph McNair, Warren Averet Asset Management

“The family office training workshop provides an opportunity for all industry participants together in a selective group and share ideas, concerns, and network FO issues. For us in the advisory and consulting world, this is an excellent source of knowledge and contacts.”

– Isabella Fonseca, Celent

“The conference did an excellent job of consolidating thousands of hours of information into a single day. Worth 1000%+ my investment of time and money.”

– David Weisburd

“This was a fantastic, educational experience. Incredible content, great perspective and well chosen speakers. Nice, diverse presentations.”

– David Stevens, Southern Asset Management

“Richard’s conference was a very well organized and well attended. The speakers/presenters were excellent and highly experience in the field. I picked up useful info on the macro view of family office issues and family office criteria for selecting individual managers.”

– Dan Drennan, Hedge US

“As a small boutique firm in the family office space, the Family Office Club seminars have been a valuable resource for our firm giving us the opportunity to learn from industry insiders to help us grow our business.”

– Karen M. Schmid, Moirai Capital Management, LLC

“This conference and your conference I attended in Los Angeles last month is by far the best venue I have experienced.”

– Michael Herr, BroadRiver Asset Management, L.P.

“Highly valuable education to Family Offices. Great environment to learn and meet. Networking is beneficial.”

– Marquita Maria Topovski, The Marquita Group

“Today I have had the opportunity to learn about Family Offices from the masters, which is so inspiring. Thank you Richard!”

– Dr. Jerry Drobenko

“I was very impressed with the quality of the presenters and the topics discussed. Looking forward to the next event!!!”

– Frank Mariuaro, Moutrose Accounting

“Great event and worth my trip from Beijing.”

– Alex Gong

“As always, Richard’s group has delivered again great information and speakers on Family Offices. If you can only join one occasion- this is the one.”

– Don F. Wilkinson, Family Office Consulting, LLC

“Rich provided insight across a multitude of Family Office challenges and opportunities. Top notch presenters and high energy networking. Well done.”

– Jake Rosser

“This was my first family office event and it was great. I met a lot of interesting people and learned a lot. If you don’t know where to start, start here.”

– Raymond Gustafson

“Richard presents closed door information from important contacts that provide powerful insights. Thank you.”

– Tony Hartman, Mark Private Capital

“It is a great knowledge adding event. Every high net-worth individual and Family Office must attend.”

– HP Shah

“The diversity of speakers covering different topics was extremely helpful.”

– Joy Hou, Solution Financing