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Family Office
Fundamentals Workshop


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Attend this fast-paced workshop on family offices to get up to speed on how the ultra-wealthy invest, are managing their assets, protecting their wealth, and allocating their capital

The Family Office Fundamentals workshop is our most intensive training workshop 100% focused on the ultra-wealthy marketplace, and the investment activities of investors with net worths of $10M, $25M and well over $100M each. Through case studies, worksheets, and example deals closed instructor Richard C. Wilson will cover 30 different concepts related ot the family office industry in this one-day fast-moving workshop.

Benefits of Attending

  1. Reshape your actions and position in the marketplace to be more naturally attractive and genuinely valuable to family offices to create more co-investment and deal flow opportunities.
  2. Gain an edge over industry competitors who are not aware of or taking action to adjust to the multi-trillion dollar family office trend.
  3. Understand why the family office industry is thriving, will do well through a recession, and is just starting to take shape.
  4. Close more deals through superior options on investment structures, fee alignment, and avoiding the top mistakes that blow up family office deals consistently but are easily avoided.
  5. Leave the workshop with specific quarterly goals to help move forward your family office industry relationships, position, and strategy.

Admission to the Family Office Fundamentals Workshop 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.


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.


CapRock Real Estate

CapRock Real Estate acquires, manages and brokers e-commerce resistant community retail centers for family offices and private clients. Since its founding 11 years ago, the company has managed or sold 51 properties comprising 2.6M SF of retail plus an additional 1.8M SF in office and industrial space. Founded by two industry veterans, CapRock started out at the depth of the Great Recession in 2009 as a receiver and manager for Special Servicers of defaulted CMBS assets. Today the firm focusses on implementing high-touch asset management execution of business plans for $760K SF of investor-owned retail properties.

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.

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.

Questions? Call us at (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 2019.

Richard C. Wilson
CEO & Founder
The Family Office Club
(305) 503-9077
328 Crandon Blvd. Suite #225
Key Biscayne, Florida 33149

Event Registration Form
Please complete this form below to register for this single event or signup for a Charter Membership. Premium charter members can attend all of our events, access the Family Office Club charter portal, obtain our regional investor directory and receive our investment certification programs.
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Become a Charter Member to RSVP for the Family Office Fundamentals

Or purchase a general admission ticket

Select Your Purchase
Standard Charter Membership
(Limited to 1 Event Every 3 Months + Membership Portal Access)
$99 First Month then $199/Month
$199.00 / month with 1 month free trial and a $99.00 sign-up fee
Premium Charter Membership
(Access 25 Live Events/Year + Membership Portal)
$99 First Month then $299/Month
Most Popular
$299.00 / month with 1 month free trial and a $99.00 sign-up fee
VIP Charter Annual Membership for 2 Firm Members
(All Events + Portal + Investor Directories with 8k+ Contacts)
$5,000.00 / year
One Investor Workshop Ticket (Non-Members)
Family Office Fundamentals SINGAPORE – 11/12/2019
$797 one time purchase
Two Investor Workshop Tickets (Non-Members)
Family Office Fundamentals SINGAPORE – 11/12/2019
$997 one time purchase


Standard Charter Membership
(Limited to 1 Event Every 3 Months + Membership Portal Access)
$99 First Month then $199/Month

Receive ONE (1) Event Ticket every 3 Months

* Valid for All Investor Summits & Workshops

Benefits Included:

  • Watch Live Event Video Streaming
  • Watch HD Event Recordings
  • 300+ Recorded Investor Interviews
  • 30 Exclusive Family Office Webinars
  • Service Provider Directory Listing
  • Quarterly Analysis of Your Pitch Deck & Materials
  • Regional Directory of 100 Investors
  • 25% Discount on Investor Relations Directories
      • Multi-Family Offices
      • Single Family Offices
      • Wealth Management Firms
      • Fund of Funds
      • Institutional
      • Endowments
      • Pension Funds
      • Real Estate
    • Access to Two (2) Accredited Investment Certifications Courses
      • Family Office Certification
      • Capital Raising Certification

Available Addons for Charter Members


Product Total
Standard Charter Membership
(Limited to 1 Event Every 3 Months + Membership Portal Access)
$99 First Month then $199/Month
× 1
$199.00 / month with 1 month free trial and a $99.00 sign-up fee
Subtotal $99.00
Tax $0.00
Total $99.00
Recurring Totals
Subtotal $199.00 / month
Tax $0.00 / month
Recurring Total $199.00 / month
First renewal: 19th November 2019
Total Due Today $99.00

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Testimonials | Here is what our clients are saying:

 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.