PRIVATE INVESTOR SUMMIT

SAN FRANCISCO | FEBRUARY 26TH, 2020
Reserve Your Seat

Hyatt Regency

the events begins in

Days
Hours
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Come hear from 25 investors in a single day
at this fast-paced summit in San Francisco

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.

 

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.



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Jack A.

Jack A.

Wealth Manager
Simon L.

Simon L.

Single Family Office
Bharat S.

Bharat S.

Single Family Office
Chuck S.

Chuck S.

Single Family Office
Irwin B.

Irwin B.

Single Family Office
Gary P.

Gary P.

Multi-Family Office
Rhett T.

Rhett T.

Single Family Office
Bradley B.

Bradley B.

Single Family Office
Tammy C.

Tammy C.

Private Investor
Pierre d.

Pierre d.

Multi-Family Office
Kai C.

Kai C.

Multi-Family Office
David D.

David D.

Multi-Family Office
Steven A.

Steven A.

Multi-Family Office
Jonathan L.

Jonathan L.

Multi-Family Office
Kevin C

Kevin C

Multi-Family Office
Katie S.

Katie S.

Multi-Family Office
Dan F

Dan F

Multi-Family Office
Daniel G.

Daniel G.

Multi-Family Office
Bo M.

Bo M.

Angel Investor
Jake R.

Jake R.

Angel Investor
Kal D.

Kal D.

Angel Investor
Ian S.

Ian S.

Angel Investor
Mike R

Mike R

Angel Investor
Woody U

Woody U

Wealth Advisor
Masha D

Masha D

Angel Investor
John R

John R

Wealth Advisor
Laurence H

Laurence H

Angel Investor
Charles S.

Charles S.

Angel Investor
Karen D

Karen D

Angel Investor
Greg S

Greg S

Wealth Manager
Tam P

Tam P

Angel Investor
Andrew C

Andrew C

Angel Investor
Leo P

Leo P

Angel Investor
Daniel D

Daniel D

Wealth Management
Jeff W

Jeff W

Angel Investor
Michael T

Michael T

Inno360
Randy A.

Randy A.

RSM US LLP
Fadi E.

Fadi E.

Group RMC
John M.

John M.

Pinnacle Storage Properties, LLC
Supreet M

Supreet M

Raiven Capital
Paul D.

Paul D.

Raiven Capital
Kevin H.

Kevin H.

Morgan Stanley
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.

Sponsor

RSM US LLP

For business owners, wealthy families, executives and other individuals with significant wealth planning needs and tax concerns, there are no easy answers. RSM’s private client services professionals are committed to understanding your goals and the business, financial and personal considerations that shape them. We combine the help you need with the personal focus and attention you deserve, offering a broad range of services, including wealth planning, tax compliance and planning, family office design and management, transition planning, and valuations. RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with more than 10,000 people in 85 offices nationwide. RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 41,000 people in 116 countries.

Sponsor

Group RMC

Group  RMC  Corporation  (RMC) is  a  Delaware  U.S.  registered  real  estate  Co-Investment and  management  company  based  in  New  York  City.  RMC  invests  in,  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  6,000,000  SF  representing  over  USD 2 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.
Sponsor

Pinnacle Storage Properties, LLC

Pinnacle Storage Properties, LLC is a privately held, national Self Storage acquisition, development, and management firm based in Houston, Texas. Our entrepreneurial spirit has quickly propelled us to become one of the nation’s most active purchasers of Self Storage. With nearly 25 years of combined Self Storage experience, we have established an industry-wide reputation for success derived from our core values – honesty, integrity, and respect. Our strategy is to purchase under-managed, under-enhanced and under-developed assets in secondary and tertiary markets across the United States. We do this by concentrating on value-add existing operations. We have positioned ourselves as leaders in delivering first-class projects through the implementation of our in-house management strategies, construction, and marketing platforms. Through our assertive efforts, we continue to add millions of dollars of value to our owned and operated Self Storage facilities. The relationships we have built over the years afford us the opportunity to select only the best off-market deals. Focusing specifically on those we believe offer stable cash flow and long-term appreciation opportunities. Thus, allowing us to deliver optimal returns to our investors and consistently perform for our lending partners.

Sponsor

Inno-360

Sponsor

Global Integrity Private Equity Fund

Global Integrity Private Equity Fund is a real estate hard money lender servicing fix and flip investors nationwide. We are a nationally recognized commercial lending company dedicated to providing our clients with the best results. Out business lending experts are proud to be paving the way in real estate financing since 1994.

Sponsor

Ascent Private Capital Management

Ascent Private Capital Management serves individuals and multigenerational families with significant resources who aspire to make an impact with their wealth. Clients can expect highly personalized advisory services that combine traditional wealth planning offerings with cutting-edge wealth impact planning and communication tools.

 

Sponsor

Mineral Royalties Group, LLC

www.mineralroyaltiesgroup.com

Sponsor

AnywherEnergy L3C

AnywherEnergy L3C (AE) is a social impact business delivering the benefits of fuel cell technology to the world. The compact, scalable 1kW high-efficiency multi-fuel power generation system has an ultra-low/neutral carbon footprint. AE is employing a lean operating model with a senior management team while minimizing capital investment by focusing in-house on proprietary components and taking advantage of Midwest industry expertise for COTS component manufacturing.
AnywherEnergy is seeking to raise $20-50M in stages for initial pilots and then scale-up. AE’s unique L3C model allows for direct investment by foundations, wealthy investors, family offices, angel/venture social capitalists and other patient capital seeking to build long-term financial value with a financially sustainable social impact business model.

http://www.anywherenergy.com/

Sponsor

Raiven Capital

Raiven Capital is a Canada-Silicon Valley Series A Technology Venture Capital Fund.
With offices in Toronto and Silicon Valley and venture partners in Vancouver, Singapore, New York, Zurich, and Tel Aviv, Raiven Capital is a Born global venture capital fund. We seek revolutionary technology built by diverse teams. We use use our operational experience to select and build better companies. We nurture in Canada and scale beyond to create extraordinary returns for our investors.

Sponsor

Life Investors Management Company

Life Investors Management Company is a private investment advisor specializing in offering clients an alternative, uncorrelated asset called Life Settlements. Life Settlements are comprised of life insurance policies purchased from original (or subsequent) owners who no longer want to maintain the expense. The company purchases high-quality life policy products through a national network of agents, brokers, and providers. All policies are vetted through a professional, due diligence process which allows for optimized returns and well-managed costs. This asset class provides a portfolio diversification option not susceptible to the risks associated with mainstream investments such as stocks, bonds, real estate, or oil and gas.

http://www.limcollc.com/

Sponsor

Titan Capital Investments

Titan Capital Investments is a respected multifamily real estate firm specializing in Class B/C value-add apartment complexes in the Southeast. Based out of Atlanta, the company has ~2,300 units under management. With 40+ years of experience in the Southeast, the team has developed local expertise as an owner/operator with entrenched relationships. We partner with investors looking to add value through renovations and management efficiencies. Upon each acquisition, our property management company manages and renovates each asset in-house. The firm has developed a proven strategy investing in specific growth markets in the Southeast including NC, SC, FL, GA, and TN.

https://www.titancapitalre.com/

Sponsor

Morgan Stanley

Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City.

Sponsor

Nico

Nico is a neighborhood investment company that makes it possible for people who love their neighborhood to build a long-term financial stake in their community by investing in local real estate. Our mission is to localize wealth creation and broaden access to neighborhood equity. Initially, we’ll do that with the launch of Nico Echo Park—the world’s first Neighborhood REIT.

mynico.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.

CEO & FOUNDER

Richard C. Wilson

FAMILY OFFICE CLUB

(305) 503 – 9077
328 Crandon Blvd. Suite #225
Key Biscayne, Florida 33149

Questions?
Call us at +1 (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 2020.

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 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.