Investment Structures & Tax Strategies Workshop

June 10TH, 2021
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Our investment structures and tax strategies workshop is our newest workshop that digs into the nuances of putting together investment offerings.  While many of our workshops focus on investor relations, capital raising, positioning, influencing, and communicating with investors, all of that can be negated by a horrible structure, miss-aligned fee model, and lack of tax planning around an investment.  At the same time a moderately good investment if well structured and tax-efficient can entice an investor to lean forward and want to learn more.  Confidence in your strategy and results is worn the sleeve of your structure and how the investor is compensated for their contribution of capital.  You do not want to be industry-standard or average, that ensures you are most likely archived in your investor’s email inbox very quickly.  
 
This workshop will share insights, best practices, and models to consider that our founder Richard C. Wilson has picked up while closing on $258M in investment agreements in 2020, writing 14 books, hosting 150 investment events, and meeting with 2,500 investors over the last 14 years while operating our investor club.  These insights cover the areas of:
 
  1. Structuring an investment as equity, debt, venture debt, income, or royalty to separate yourselves from others raising capital
  2. Legal pitfalls to avoid while raising capital or structuring a deal 
  3. Deal examples where the structure alone saved the deal
  4. How to structure a deal to be more aligned, easier to close, and simple to explain
  5. Negotiation examples of a structure or tax-efficient strategy driving the close of an investment
  6. Strategies to use when approaching a CEO or asset owner to increase your close rate
  7. Most expensive lessons learned when structuring a deal or tax planning around your investment offerings
This workshop is made to be especially helpful to those structuring deals, raising capital, working with investors, or looking to become smarter as an investor in structuring your own investments.  The workshop will be interactive, does not replace legal advice, but will give you a roadmap on where to spend time and invest resources to become more effective.   To reserve one of the limited seats available for this workshop please RSVP by becoming a member of our investor club through the form below. 

Member Testimonials

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.

 
 
 

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 our summit 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 event recording and materials for your trouble. Our full refund policy can be found here.

Questions? Call us at +1 (305) 503-9077

We look forward to meeting and networking with you at this workshop and hopefully a few more of our events in 2021.

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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(Access 450 investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)

*No risk trial: Pay $1 to start today with automatic Charter Membership renewal at $399/Month on 5/8/2021.

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(Access 450 investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)
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WHAT’S INCLUDED IN YOUR PURCHASE

Premium Charter Membership (Monthly)
(Access 450 investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)

*No risk trial: Pay $1 to start today with automatic Charter Membership renewal at $399/Month on 5/8/2021.

Benefits Included:

  • Access to investor interviews and mandate announcements
  • Investor contact details upon request
  • 450+ Recorded Investor Interviews
  • Watch HD Event Recordings
  • 30 Exclusive Family Office Webinars
  • Service Provider Directory Listing
  • Quarterly Analysis of Your Pitch Deck & Materials
  • Regional Directory of 100 Investors
  • Receive ONE (1) Ticket for ALL EVENTS
  • 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 All Accredited Investment Certification Courses
    • Family Office Certification
    • Capital Raising Certification
    • Private Equity Certification
    • Investment Banking Certification
    • Financial Analyst Certification
    • Business Broker Certification
    • Financial Modeling Certification
    • Hedge Funds Certification

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Product
Total
1
Premium Charter Membership (Trial)
Premium Charter Membership (Monthly)
(Access 450 investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)

*No risk trial: Pay $1 to start today with automatic Charter Membership renewal at $399/Month on 5/8/2021.

× 1
$399.00 / month with a 15-day free trial and a $1.00 sign-up fee
Subtotal $1.00
Total $1.00
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Subtotal $399.00 / month
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Recurring totals $399.00 / month
First renewal: May 8, 2021
Total Due Today $1.00

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