Single Family
Office Summit

New York Marriott
at the Brooklyn Bridge

333 Adams St
Brooklyn, NY 11201

Reserve your Virtual or
In-Person spot for this event

Reserve Your Spot for the Most Influential Single Family Office Summit of 2023

May 11-12th, 2023
New York & Virtual

Wednesday Evening: Welcome Cocktails
Thursday & Friday: Content & Sponsor Networking

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

Would you like to meet and connect with our community of ultra-wealthy investors and single-family offices? Join the Family Office Club on May 11th-12th, 2023 for the Single Family Office Summit. This is one of our biggest events of the year and will be featuring an array of ultra-wealthy speakers to share their insights and success live on stage.

For anyone looking to expand their investor network and learn directly from ultra-wealthy families and individuals, this is a must-attend summit that will allow you to meet new faces and grow your network.

This is a unique opportunity to meet new investors, discover new deal opportunities, and gain detailed professional knowledge on Single Family Offices – one of today’s most effective strategies for managing generational wealth.

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

Hear Live Insights & Success Stories from Ultra-Wealthy Investors

By attending the Single Family Office Summit, you’ll be able to hear directly from ultra-wealthy individuals on stage. They will be sharing their success stories and how they have achieved and managed their financial goals consistently.

The Family Office Club has been closing the educational gap in the Family Office industry for nearly a decade with live summits like this, and this will be one of our most valuable events of the year.

Can’t Make It to
New York?

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.

Discover Why A Single Family Office Is the 360° Solution for Financial Management

For ultra-wealthy families and individuals, a Single Family Office is regarded as the most holistic full-fledged solution for managing:

  • Insurance: Learn how ultra-wealthy families are able to easily fulfill any insurance obligations as a Single Family Office.

  • Budgeting: Gain professional insight on how a Single Family Office, when run properly, can provide strategic budgeting solutions that can withstand volatile markets.

  • Multi-Generational Wealth Planning: Find out how Single Family Offices have brought many families the returns they need to secure a profitable future for generations to come.

  • Investments: Discover how a Single Family Office can provide precise projections for how much of an ROI a deal could produce for you.

  • Hedge Funds: Gain access to the fundamentals of trading in liquid assets and how Single Family Offices can get involved in more complex trading opportunities.

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

Who’s going?

Past attendees have included, but will not be limited to:

  • Wealthy families looking to form a family office

  • Single family offices

  • Multifamily offices

  • Real estate investment professionals

  • Investment bankers

3 Reasons to Attend the Single Family Office Summit

  1. Discover Everything that A Single Family Office Looks for In A Deal: Like any successful investment group, a Single Family Office is always searching for a very specific set of qualifications in any given deal. At this summit, you’ll learn exactly what those qualifications are and how you can meet them.

  2. Learn How to Build A Portfolio that Can Secure Generational Wealth: For families and individuals managing anywhere from $100M – $1B in assets, a robust portfolio management system is a necessity. Learn why a Single Family Office is so successful and generational wealth management.

  3. Get Detailed Insight On What Makes A Single Family Office Successful: Our speakers will go over everything that has and has not worked for them over the course of their professional careers. No other investor summit allows you to learn from decades of combined experience in a single day.

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

Why You Should Register Today:

  • Receive Face-to-Face Detailed Insight. This is your opportunity to learn directly from ultra-wealthy individuals who can guide you in the right direction for your wealth management.
  • Meet and Connect with 100s of Community Members. During this summit, you’ll be able to meet and connect with other attendees and discover potential deal opportunities that may be available.
  • Gain Access to Future Events. Register today, and you’ll gain access to even more events just like the Single Family Office Summit.

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

If you want to learn why a Single Family Office works so well for ultra-wealthy families and individuals, this summit is for you.

A fresh perspective on the family office space, as well as detailed success stories from our speakers, will be available to you live on stage in New York City.

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

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 membership relationship director, 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

Speakers

Marc H.

Marc H.

Private Investor
Keith B.

Keith B.

Wealth Manager
Clay S.

Clay S.

SFO
Nick N.

Nick N.

SFO
Alexandra C.

Alexandra C.

SFO
Istvan N.

Istvan N.

SFO
Joe W.

Joe W.

Headliner, RE Investor
Fernando D.

Fernando D.

SFO
Neetu P.

Neetu P.

SFO
Sachin P.

Sachin P.

Wealth Advisor
Kamil H.

Kamil H.

SFO
Mitzi P.

Mitzi P.

Headliner, SFO
Anna H.

Anna H.

SFO
Benjamin W.

Benjamin W.

SFO
Yaniv S.

Yaniv S.

Angel Investor
Simon L.

Simon L.

SFO
Alice C.

Alice C.

RE Investor
Arya R.

Arya R.

RE Investor
Ira P.

Ira P.

SFO
James J.

James J.

SFO
Jonte H.

Jonte H.

Private Investor
Peter L.

Peter L.

SFO
Daniel C.

Daniel C.

SFO
DJ Van K.

DJ Van K.

RE Investor
Steven S.

Steven S.

Private Investor
Richard H.

Richard H.

SFO
Irwin B.

Irwin B.

SFO
Anil D.

Anil D.

Private Investor
Andrea H.

Andrea H.

Sponsor
James B.

James B.

Private Investor
Ole M.

Ole M.

SFO
Francis S.

Francis S.

Angel Investor
Ann O.

Ann O.

Chris C.

Chris C.

Sponsor
Robert H.

Robert H.

Headliner
David W.

David W.

SFO
Chris W.

Chris W.

RE Investor
Harry K.

Harry K.

Private Investor
Michael T.

Michael T.

MFO
Pierre D.

Pierre D.

MFO
Philip B.

Philip B.

SFO
Brian D.

Brian D.

SFO
Maryn S.

Maryn S.

Private Investor
David L.

David L.

Angel Investor
David Z.

David Z.

SFO
Enzo V.

Enzo V.

Sponsor
Alan D.

Alan D.

Sponsor
Andrew E.

Andrew E.

SFO
Avi W.

Avi W.

Sponsor
Clinton B.

Clinton B.

Sponsor
Vince M.

Vince M.

SFO
Mary D.

Mary D.

SFO
Josh M.

Josh M.

RE Investor
Jack H.

Jack H.

Sponsor
Carl F.

Carl F.

RE Investor
Jim S.

Jim S.

Sponsor
Dave H.

Dave H.

Sponsor
Jay O.

Jay O.

Sponsor
Jen M.

Jen M.

Sponsor
Karl F.

Karl F.

Sponsor
Michael A.

Michael A.

SFO
David S.

David S.

Sponsor
Adonis L.

Adonis L.

Sponsor
Nick F.

Nick F.

Sponsor
Alexandra C.

Alexandra C.

Sponsor

Sponsors

Air Asset Management

Air Asset Management

Chapman Freeborn

Chapman Freeborn

Forward Progress

Forward Progress

Return on Good

Return on Good

Michael Levin Writing Experience

Michael Levin Writing Experience

Retro Fitness

Retro Fitness

Sower Farmland

Sower Farmland

Equity Trust

Equity Trust

Prospect Capital

Prospect Capital

SITG Capital

SITG Capital

Alpha Transform Ventures

Alpha Transform Ventures

CityVest Capital

CityVest Capital

REMTERRA

REMTERRA

Function Ventures

Function Ventures

Southern Impression Homes

Southern Impression Homes

Freedom Dental Partners

Freedom Dental Partners

AmateMint Group, LLC

AmateMint Group, LLC

Universal Financial Consultants

Universal Financial Consultants

SigmaQ

SigmaQ

Revolutionary Relief, Inc.

Revolutionary Relief, Inc.

Joe Williams Land Bank Fund

Joe Williams Land Bank Fund

NIFA

NIFA

Syndicate Venture Group

Syndicate Venture Group

Patriot Holdings

Patriot Holdings

Outpost Ventures

Outpost Ventures

Mountain V

Mountain V

Revere Partners

Revere Partners

Realty Investor Capital, LLC

Realty Investor Capital, LLC

Dokkio, Inc.

Dokkio, Inc.

Metals House Inc.

Metals House Inc.

BellvueRush, Inc.

BellvueRush, Inc.

LNH Capital

LNH Capital

Pressure BioSciences Inc.

Pressure BioSciences Inc.

Grouport

Grouport

AlphaTack

AlphaTack

A.C.U Fund

A.C.U Fund

Agenda:

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

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 2023.

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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Select Your Purchase
Price
1
Annual Corporate VIP Charter Membership into Monthly
3 in-person tickets per event, 53 niche investor databases with 24,000 contacts, and our mobile app/investor portal offering both 1,000+ investor mandates/interviews & 130 capital raising strategies

$12,500/First Year then $745/Month
This membership includes three in-person tickets per each event.
$745.00 / month with a 365-day free trial and a $12,500.00 sign-up fee
1
$12,500.00
1
6-Month Corporate VIP Charter Membership into Monthly
3 in-person tickets per event, 53 niche investor databases with 24,000 contacts, and our mobile app/investor portal offering both 1,000+ investor mandates/interviews & 130 capital raising strategies

$6,500/First 6 Months then $745/Month
This membership includes three in-person tickets per each event.
$745.00 / month with a 6-month free trial and a $6,500.00 sign-up fee
1
$6,500.00
1
Annual Premium Charter Membership to Monthly
2 in-person tickets per event, and our mobile app/investor portal offering both 1,000+ investor mandates/interviews & 130 capital raising strategies

$8,850/First Year then $585/Month

This membership includes two in-person or virtual tickets per each event.
$585.00 / month with a 365-day free trial and a $8,850.00 sign-up fee
$8,850.00
1
6-Month Premium Charter Membership to Monthly
2 in-person tickets per event, and our mobile app/investor portal offering both 1,000+ investor mandates/interviews & 130 capital raising strategies

$4,750/First 6 Months then $585/Month

This membership includes two in-person or virtual tickets per each event.
$585.00 / month with a 6-month free trial and a $4,750.00 sign-up fee
$4,750.00
1
Annual Charter Membership to Monthly
1 ticket per event, and our mobile app/investor portal offering both 1,000+ investor mandates/interviews & 130 capital raising strategies

$6,000/First Year then $399/Month
This membership includes one in-person ticket per each event.
$399.00 / month with 1 year free trial and a $6,000.00 sign-up fee
$6,000.00
1
6-Month Charter Membership to Monthly
1 ticket per event, and our mobile app/investor portal offering both 1,000+ investor mandates/interviews & 130 capital raising strategies

$3,450/First 6 Months then $399/Month
This membership includes one in-person ticket per each event.
$399.00 / month with 1 year free trial and a $3,450.00 sign-up fee
$3,450.00
1
Single Event Ticket

$2,450

Attend 1 Summit or Mastermind (In-Person or Virtually)
$2,450.00

WHAT’S INCLUDED IN YOUR PURCHASE

Annual Corporate VIP Charter Membership into Monthly
3 in-person tickets per event, 53 niche investor databases with 24,000 contacts, and our mobile app/investor portal offering both 1,000+ investor mandates/interviews & 130 capital raising strategies

$12,500/First Year then $745/Month
This membership includes three in-person tickets per each event.

Membership Addons

(Optional)

Product
Total
1
Corporate VIP Charter Membership (2023)
Annual Corporate VIP Charter Membership into Monthly
3 in-person tickets per event, 53 niche investor databases with 24,000 contacts, and our mobile app/investor portal offering both 1,000+ investor mandates/interviews & 130 capital raising strategies

$12,500/First Year then $745/Month
This membership includes three in-person tickets per each event.
× 1
$745.00 / month with a 365-day free trial and a $12,500.00 sign-up fee
Subtotal $12,500.00
Tax $0.00
Total $12,500.00
Recurring totals
Subtotal $745.00 / month
Tax $0.00 / month
Recurring totals $745.00 / month
First renewal: September 27, 2024
Total Due Today $12,500.00

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