The Annual Family Office Real Estate Summit will be held on October 29th, 2019 in beautiful Dallas, Texas.

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: October 29th, 2019

Venue: Tower Club of Dallas | 1601 Elm Street, 48th Floor, Dallas, TX 75201

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.

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.

David Babinski

David Babinski

True North
Robert S.

Robert S.

Single Family Office
Thais G.

Thais G.

Multi-Family Office
P.J. B.

P.J. B.

REIT
Richard S.

Richard S.

REIT
Mark M.

Mark M.

REIT
Arlen N.

Arlen N.

REIT
Michael C.

Michael C.

Wealth Advisor
Daniel C.

Daniel C.

Private Real Estate Investment
Randy T.

Randy T.

Angel Investor
Richard Beleutz

Richard Beleutz

Alternative Investment Resource
Steve Schmidt

Steve Schmidt

Alternative Investment Resource
George V.

George V.

Mario C.

Mario C.

Single Family Office
Randall L.

Randall L.

Funds of Fund
Gregory K.

Gregory K.

Single Family Office
Tom P.

Tom P.

REIT
Enzo C.

Enzo C.

Single Family Office
Catherine S.

Catherine S.

Single Family Office
Molly G.

Molly G.

Wealth Manager

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/

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.

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

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.

Attendees

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 $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 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.

2018 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
Founder & CEO

The Family Office Club
(305) 503-9077
328 Crandon Blvd. Ste. #225
Key Biscayne, Florida 33149

Testimony

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