the events begins in
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
- 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.
- 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.
- 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.
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.
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.
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.
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.
Mineral Royalties Group, LLC
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.
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.
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.
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.
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.
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.
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.
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.