THE FAMILY OFFICE
SUPER SUMMIT

DECEMBER 16TH & 17TH, 2019
Reserve Your Seat

Network with 200+ Investors and Hear from 75 Investors on Stage at Our Annual Family Office Super Summit

The Ritz-Carlton, Miami

super summit begins in

Days
Hours
Minutes

The 6th annual Family Office Super Summit will feature 75+ family office speakers, 700+ attendees and ample networking opportunities such as catered breakfasts, a networking lunch, cocktail hours, etc. over a 2-day span. If you are raising capital or providing high-level investment services the Super Summit is a great opportunity to join hundreds of family office investors, private wealth managers, dealmakers, and investors for an unparalleled investor conference experience.

Benefits of Attending the Family Office Super Summit

  1. Over $300B of Capital on Stage Speaking and Sharing Their Exact Updated Investment Mandates.

  2. Raise Capital: Membership into Our Community Doesn’t Hold you to a Year-Long Commitment or Contract for one simple reason, It is Designed to Produce Results.

  3. Tap Into & Meet With 200+ Ultra-Wealthy Investors & Family Offices Which Are the Fastest Growing Investor Type Globally.

  4. Get Real Business Done – None of Our Speakers are Paid Celebrities to Take Selfies With, Each of Them Speaks to Source Deals, Investment Managers, and Opportunities.

  5. 75 of the 90 Speakers on Stage Are Family Offices & Investors – The Most Family Offices on Stage of any Event Globally and The Lowest % of Sponsors.

  6. Our Netflix-like Membership Option at $299/Month Provides you Open Access to All of our 32 Live Events a Year, Including the Super Summit.

  7. Build Your Family Office Co-Investment Network by Networking with Peers in the Industry, and deal Connectors.

  8. Learn How to Structure Deals by Listening to $1B+ Family Office Speakers & Private Investors Who Have Completed Billions in Direct Investments, Hold Over 1,000 Commercialized Patents, and Represent Over $300B of Investible Capital.

Keynote Speaker

Kevin Harrington

An original “shark” on the hit TV show Shark Tank, the creator of the infomercial, pioneer of the As Seen on TV brand, and co-founding board member of the Entrepreneur’s Organization—Kevin Harrington has pushed past all the questions and excuses to repeatedly enjoy 100X success.

His legendary work behind-the-scenes of business ventures has produced well over $5 billion in global sales, the launch of more than 500 products, and the making dozens of millionaires.

Twenty of his companies have each topped $100 million in revenue.

Keynote Speaker

Grant Cardone

CEO of CardoneCapital, international speaker, entrepreneur and author of The 10X Rule & creator of 21 best-selling business programs, Grant Cardone owns & operates seven privately held companies and a $1.4B portfolio of multifamily properties. Named the #1 marketer to watch by Forbes Magazine, Cardone is also the founder of the The 10X Movement & The 10 Growth Conference, the world’s largest business & entrepreneur conference.

Keynote Speaker

Richard Wilson

Richard is the CEO of Centimillionaire Advisors, LLC providing performance-based family office solutions for $200M+ net worth families. He is also the founder and head of the Family Office Club, the largest community of registered family offices globally with over 1,750 private investor members. In addition to having 6,500 participants attend 32 live conferences hosted per year, various divisions of the Family Office Club include PitchDecks.com, investment certification programs, & investor directories. Richard has spoken over 250 times in 14 different countries at industry conferences. He also has the #1 bestselling book, most listened to a podcast, and most visited website in the family office industry. Richard shares insights from his work with clients through his publications, he has written the first book on single-family offices, and the only books written on both how to start a family office, and on centimillionaire investments.

Super Summit Sponsors

Super Summit Speakers

Kevin Harrington

Kevin Harrington

Private Investor / Shark Tank Panelist
Grant Cardone

Grant Cardone

CardoneCapital
Manny F.

Manny F.

SFO and Angel Investor
Jonathan B.

Jonathan B.

Multi-Family Office
Paul K.

Paul K.

Multi-Family Office
Bharat S.

Bharat S.

Single Family Office
Duel G.

Duel G.

Single Family Office
Candice B.

Candice B.

Single Family Office
Miriam G L.

Miriam G L.

Single Family Office
James S.

James S.

Single Family Office
Michael B.

Michael B.

Single Family Office
David B.

David B.

Single Family Office
Adam F.

Adam F.

Single Family Office
Sasha B.

Sasha B.

Single Family Office
Greg S.

Greg S.

Corporate Venture
Peter H.

Peter H.

Single Family Office
Gene S.

Gene S.

Single Family Office
Sarah H.

Sarah H.

Single Family Office
David G.

David G.

Single Family Office
Rick S.

Rick S.

Single Family Office
Nazar N.

Nazar N.

Single Family Office
JD M.

JD M.

Single Family Office
William L.

William L.

Single Family Office
Marco S.

Marco S.

Single Family Office
Carlos I.

Carlos I.

Family Office
Simon L.

Simon L.

Single Family Office
Paul K.

Paul K.

Single Family Office
Brian D.

Brian D.

Single Family Office
Josh C.

Josh C.

Single Family Office
Daniel D.

Daniel D.

Single Family Office
Irwin B.

Irwin B.

Single Family Office
Kamil H.

Kamil H.

Single Family Office
Robert B.

Robert B.

Single Family Office
Geoff T.

Geoff T.

Single Family Office
Gregory K.

Gregory K.

Single Family Office
Eric M.

Eric M.

Single Family Office
Filippo P.

Filippo P.

Single Family Office
Sebastien G.

Sebastien G.

Single Family Office
Pratik S.

Pratik S.

Institutional Investor
Pierre d.

Pierre d.

Multi-Family Office
Luiz P.

Luiz P.

Multi-Family Office
Cliff O.

Cliff O.

Multi-Family Office
Julie N.

Julie N.

Multi-Family Office
Daniel G.

Daniel G.

Multi-Family Office
Jose V.

Jose V.

Multi-Family Office
Demian W.

Demian W.

Multi-Family Office
PJ M.

PJ M.

Multi-Family Office
Benjamin B.

Benjamin B.

Multi-Family Office
Brian A.

Brian A.

Multi-Family Office
Chris G.

Chris G.

Jonathan L.

Jonathan L.

Multi-Family Office
Benjamin M.

Benjamin M.

Funds of Fund
William P.

William P.

Single Family Office
Sheetal J.

Sheetal J.

Angel Investor
Manuel B.

Manuel B.

Angel Investor
Thomas R.

Thomas R.

Angel Investor
Teresa E.

Teresa E.

Angel Investor
Bo M.

Bo M.

Angel Investor
Jason P.

Jason P.

Angel Investor
Peter Z.

Peter Z.

Angel Investor
Brian S.

Brian S.

REIT
Alejandro L.

Alejandro L.

Angel Investor
Charles S.

Charles S.

Angel Investor
Dan K.

Dan K.

Private Investor
Daniel B.

Daniel B.

Angel Investor
Joseph B.

Joseph B.

Private Investor
Eddie L.

Eddie L.

Private Investor
Tom W.

Tom W.

Wealth Management
Marc L.

Marc L.

Wealth Manager
Randy W.

Randy W.

Wealth Manager
Molly G.

Molly G.

Wealth Manager
Fadi E.

Fadi E.

Group RMC
David B.

David B.

True North
Richard B.

Richard B.

Alternative Investment Resource
Steve S.

Steve S.

Alternative Investment Resource
Michael S.

Michael S.

Cannapreneur Partners
William S.

William S.

AON
Randy A.

Randy A.

RSM US LLP
Patrick H.

Patrick H.

STRATA Trust Company
Dan H.

Dan H.

Hughes & Company
Chris B.

Chris B.

Bellatorum Resources
Jerry S.

Jerry S.

Ecellix
Vince M.

Vince M.

Universal Financial Consultants
Anton B.

Anton B.

Harris Bay
John M.

John M.

Pinnacle Storage Properties, LLC
Peter K.

Peter K.

Gordian Group
Paul D.

Paul D.

Raiven Capital
Jami K.

Jami K.

Greenwave Opportunity Zone Fund
Gregory H.

Gregory H.

American Group
Jitendra K.

Jitendra K.

Horizon 3 Venture Capital
Poorvesh T.

Poorvesh T.

Thakkar Developers
Tim B.

Tim B.

Shannon Waltchack Neighborhood Centers II
Ryan U.

Ryan U.

Rycore Capital LP
Andres S.

Andres S.

PARAGON PROPERTY INVESTMENT AND CONSTRUCTION
Thomas F.

Thomas F.

Thrive Bioscience
Frederic  L.

Frederic L.

McDermott Will & Emery LLP
Shanell P.

Shanell P.

U.S. Virgin Islands Economic Development Authority
Rajen S.

Rajen S.

Boardwalk Storage
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.

Andres Ospina

Andres Ospina

Family Office Club
Jonathan Williams

Jonathan Williams

Family Office Club

Agenda

Sunday, December 15th, 2019

4:00pm-6:00pm

Registration & Networking

Monday, December 16th, 2019

7:00am-8:00am

Breakfast

8:00am-5:00pm

Conference

5:00pm-6:00pm

Cocktail Networking

Tuesday, December 17th, 2019

7:00am-8:00am

Breakfast

8:00am-12:00pm

Conference

Family Office Club Charter Membership

Sponsor

TrueNorth

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.

:https://www.truenorthresources.net/

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

Alternative Investment Resource

Established in 2004, Alternative Investment Resource (AIR) is an independent boutique financial services firm focused exclusively on alternative investments. AIR provides investment banking services to the middle market and specializes in capital raise, mergers & acquisition, and structured finance. With a broad experience base across sectors, the firm has particular depth in real estate, healthcare, and niche emerging hedge funds. AIR is headquartered in Chicago, with operations in New York and Dallas.

Sponsor

Cannapreneur Partners

Cannapreneur Partners is a Westborough MA-based holding company that identifies the world’s top 1% outliers and infuses smart capital, strategy, and purpose-driven leadership to attain success across cannabis and non-cannabis industries. Backed by a team with deep network resources and successful careers in the financial services and ultra high net worth wealth management space, our proprietary in-depth vetting process for both investors and business operators makes Cannapreneur Partners able to thoughtfully place capital in national and international cannabis projects across all sectors of the legal industry. CP is a values driven company focused on:  Happiness, Integrity, Leadership, Helping Others and Family while creating a profits-with-purpose culture.

:cannapreneurpartners.com

Sponsor

AON

Aon is the leading global provider of risk management, insurance brokerage and human capital consulting solutions. Aon’s client-focused service model puts each client at the center of the plan, with strategic, transactional and consultative resources poised to meet individual client needs. We maintain industry and product-focused structure driven by specialization and are committed to delivering distinctive client value across all 550 offices in 120 countries. For Family Offices and within the alternative asset management industry we often serve as an extension of any in-house capabilities or as a full-service outsourced risk management consultant to the extent that one is needed.

:aon.com

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

STRATA Trust Company

STRATA Trust Company is a top-tier national IRA custodian specializing in alternative investments, like private equity, real estate, hedge funds, private debt, futures, crowdfunding, and more. Based in Austin, Texas, STRATA provides industry-leading knowledge and expertise to help asset managers, advisors, financial institutions and their investors with alternative asset custody solutions in tax-deferred retirement accounts.

STRATA Trust Company has assisted more than 14,000 investment professionals to get their share of the $8.8 trillion IRA market with tax-advantaged self-directed IRAs. If you’re an investment professional seeking to diversify your client’s retirement portfolio, STRATA Trust Company’s tools can help you stay ahead of investor demand.

Sponsor

Mainstar Trust

Mainstar Trust is an innovative leader in specialized retirement custodial services that diversify and maximize long-term objectives for IRA account holders and financial advisors. Mainstar Trust is centered on trust, Innovation, and Flexibility. Mainstar Trust reflects nearly 40 years’ experience of specializing in providing retirement, custodial services by delivering confidence, wisdom, and quality to its customers. Innovation: Mainstar Trust exudes a visionary stance in the industry, always looking for new and progressive ways to utilize emerging opportunities in the retirement wealth accumulation scene and offering solutions for forward-thinking individuals. Mainstar Trust offers unique and dynamic services that easily adapt to individual choices with alternative investments. The team is dedicated to providing services that are accessible, personable, and reliable. Why Mainstar Trust: Mainstar Trust is the trusted guide for individuals looking for help navigating through investment waters, offering an alternative, cost-effective retirement solutions, excellent services, and prompt, personal client contact.

:mainstartrust.com

Sponsor

Hughes & Company

Hughes & Company is an independent, Fort Lauderdale based introducing broker that specializes in exceptional client and relationship management. Dedicated to institutional futures and options brokerage, we work with commodity trading advisors, family offices, and professional traders. We assist with setting up accounts that are customized to each specific situation. Every relationship is optimized based on trading, advisor, platform, commission, custodian, and overall goals in mind. Additionally, we assist with master account setups, portfolio margining, risk management, give in/out trading, advisor selection, and serve as a one stop solution for the futures markets.

Sponsor

Red Five Security LLC.

Red Five is a security and management consulting company comprised of former CIA, FBI, U.S. Secret Service, U.S. Military security professionals and experienced system designers. It has a robust past performance supporting corporate executives, U.S. government officials, diplomats and other high net-worth individuals and families with expert consulting and protection services. Red Five advises clients around the world on how to maintain their privacy and be more secure.

https://www.red5security.com/

Sponsor

Branded Expert Press

Branded Expert Press specializes in producing books and tools for building businesses by increasing your authority as a best-selling author.
Becoming an international best-selling author with your own book is the most powerful thing you can do to increase your expert status.
Every business is different, so every book needs to be designed to be an exact fit for how you do business and who your clients are to ensure that you get the maximum value from your efforts.
Learn how to monetize your book so that is works for you.
Don’t Die with Your Message Still Inside You

:brandedexpertpublishing.com

Sponsor

Bellatorum Resources

Bellatorum Resources is a veteran-owned and operated investment firm specializing in mineral rights/oil and gas royalty acquisitions. Founded in 2016 by Chris Bentley and his wife Mary Bentley with a little over $40K in savings, Bellatorum Resources has since grown to 16 employees and nearly $30MM assets under management. Great efforts are taken to ensure that everyone that comes in contact with Bellatorum has a positive experience and that long-term mutually beneficial relationships are developed. This includes our employees, vendors, investors, as well as the countless mineral and royalty owners we transact with. Our goal is to integrate our military values of integrity, professionalism, and excellence into the very core of the way we do business.

Sponsor

JPR Manager, LLC

JPR Manager, LLC is a sponsor of customizable real estate transactions, including private offerings, as well as partnerships to fit our investors’ needs and risk tolerance. Upon the purchase of either our Property company or a membership interest in our Property Company, our investors will have the option to develop a parcel of land, hold it for long term investment, or to conserve the land, which could provide investors with a significant tax savings under IRS tax code 170(h). Not only can you reduce your tax liability with this option, but you can also help the environment. Visit our website at jprcapitalllc.com

Sponsor

Ecellix

Ecellix is Reimagining the Future of Batteries. Founded in Seattle in 2018 to commercialize a revolutionary high capacity silicon-anode material called eCell that offers battery manufacturers a 300-500% improvement in anode energy and power capacity when compared to current industry standard graphite, enabling the development of newer more powerful Li-ion battery systems with 50% or more additional capacity. Globally, the battery industry has spent over $2.7B in R&D to find a viable replacement for graphite. Ecellix aims to disrupt the $100B market (est. 2024) for lithium-ion batteries by offering enabling technologies that facilitate sustainable energy storage alternatives to fossil fuels.

www.ecellix.com

Sponsor

LCP Institutional

LCP Institutional is the institutional consulting division of Lakeview Capital Partners, an independent wealth management firm in Atlanta, Georgia. We consult to clients worldwide servicing institutional investors, high net worth individuals and families, and socially responsible investors. We are dedicated to working closely with our clients to implement a customized approach to the investment process based on the clients’ unique needs and goals. Our mission is simple. We are both partners and advocates for our clients in today’s complex world.

Home

Sponsor

Universal Financial Consultants

Universal Financial Consultants is a national leader in innovative financial design, specializing in advanced planning for high-net worth individuals and business owners. President and CEO Vincent Munno, CFP®️, CLU, has over 30 years experience in the industry and has helped countless advisors and clients uncover opportunities that make a real impact on their future. UFC’s primary goal is to partner with advisors looking to truly make a difference in the lives of their clients. As one of the top resources in the nation for ground-breaking retirement plans and premium financing design, Vince and his team can help you achieve your idea of the PremiumLife™️, while helping your clients achieve theirs.

Sponsor

Black Mesa Energy

Black Mesa Energy is an oil & gas company focused on profitable development of petroleum properties located in premier oil provinces of the US. The founders of Black Mesa have worked together for over 30 years at several companies they previously founded. Black Mesa has acquired positions in three Drilling Units in one of the best new oil plays in Oklahoma. Recently drilled wells in Black Mesa’s Prospect area had initial production of 1,600 barrels of oil per day.  Some wells are expected to produce 100,000 barrels of oil in the first two-months. Black Mesa is the only operator offering direct working interest participation in this area. Well costs are 100% tax deductible in the year invested.

Sponsor

International Value Advisers, LLC

International Value Advisers, LLC (IVA) was formed in October 2007 for the purpose of offering investment management services to institutions, qualified high net worth individuals, and financial intermediaries worldwide. The firm is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. IVA is based in New York, NY with 44 employees.  Operating ownership of the firm is comprised of 4 partners who all have worked together previously. At IVA, our focus is to attempt to deliver absolute returns for our clients while at the same time preserving their capital. The key elements of our investment philosophy are: 1.) A search for fundamental (as opposed to relative) value; 2.) Stock picking based upon rigorous, in-house research; 3.) A flexible, “go anywhere” approach to investing with a diverse asset class, geographic and capitalization mix.
Our website link is https://www.ivafunds.com/
Sponsor

Advanced Travel Systems

Advanced Travel Systems is joining forces with Lodging Source to combine the best of hotel reservation services with innovative new products designed especially for the frequent traveler, what we call the “Road Warrior”. ATS is releasing a whole new line of luggage, a protective briefcase for your laptop, and an array of other travel products that make travel much easier. Our motto is Better Engineering for Superior Performance. Lodging Source offers hotel booking services for corporate travelers. We personalize services for our clients when booking their hotel rooms. We assign Lodging Specialists to businesses with frequent, long-term or group travel needs. Lodging Specialists accept requests, negotiate rates, present options, book room(s), customize payment plans and manage reservations, often at lower costs versus traditional methods.
Sponsor

FNEX Capital

FNEX Capital is a boutique investment bank that focuses on late stage private company transactions.  Our firm works with some of the largest institutions and family offices in the world.  FNEX directly sources shares in private companies for clients, operates proprietary SPV investment opportunities and has launched a SEC registered interval fund, FNEX VENTURES (XFNEX) that actively manages a portfolio of late stage venture backed private companies.  FNEX provides access where others cannot.
URL: www.fnexventures.com
Sponsor

Harris Bay

We use our entrepreneurial outlook on the markets to generate terrific returns that outperform the market benchmarks. We do this through our fundamental opportunistic and value add investment strategies. However, at our core we want to build lasting and successful relationships with our clients through integrity, trust, and commitment. We do understand that there is a huge amount of responsibility that is involved in managing and investing capital. Which we don’t take lightly, as we invest every dollar as if it was our own. By making sure our due diligence is world class and using a highly transparent accounting and controller auditing process we can help control cost and maximize returns for our investment partners.
Although we don’t have a crystal ball that can accurately predict the markets, we are very aware that there is risk in investing capital and exposure to changes in those markets beyond our control. In response over several years we have developed a process for evaluating and viewing those markets as we are actively working those processes we are able to better adjust our investment strategies more quickly to help mitigate that risk.
Sponsor

Syndication Attorneys

Syndication Attorneys PLLC helps entrepreneurs create successful investment companies by providing them with the legal tools they need to raise money from high net worth investors, family offices and private equity funds. Its founding attorney, Kim Lisa Taylor, has been the responsible attorney for over 300 securities offerings, including numerous joint ventures and crowdfunded offerings. The firm holds free monthly teleseminars (with live Q&A) on a variety of topics related to raising money from private investors and its website at www.SyndicationAttorneys.com hosts a library containing numerous articles, podcasts and recorded teleseminars.
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

Notable Capital Management LLC

Notable Capital Management LLC purchases pools of non-performing, secured residential mortgage loans and creates winning outcomes for banks, borrowers, and investors. Our recent historical data, which is available for review, shows a 95% success rate, returning an average ROI of over 100%. Discover more at www.notablefund.com.

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

Gordian Group

Gordian Group is a leading investment bank specializing in financial restructurings and complex and/or “story” financing and M&A assignments. Gordian is consistently named one of the leading national investment banks in our space by leading industry organizations. For over 30 years, the firm has successfully completed more than 300 engagements, focused solely on representing companies, advising boards and private equity firms interested in shareholder recoveries in tough situations. Fundamental to Gordian’s business is providing conflict-free advice; despite being a FINRA-registered broker-dealer, Gordian does not trade securities or actively advise bondholders, which enables it to avoid creditor representations that would result in a conflict of interest in aggressively representing its clients. As an integral part of its business, Gordian creates and markets bespoke alternate investment opportunities for investors.

Sponsor

GeoToll

Sponsor

Lightning Systems

Home

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

Axos Bank

Named one of America’s best banks by Forbes, Axos Bank has reinvented the banking model and has grown to $10 billion in assets in just 19 years. We remain focused on our award-winning customer service, maintaining and cultivating lasting relationships and creating a suite of innovative digital tools to help our clients evolve through custom banking and lending solutions. Axos Bank is FDIC-insured and our holding company, Axos Financial, is publicly traded on the New York Stock Exchange under the symbol “AX”. Headquartered in San Diego, California, we have offices in Laguna Hills, California; Los Angeles, California; Overland Park, Kansas; Omaha, Nebraska; Las Vegas, Nevada; New York, New York; Columbus, Ohio; Salt Lake City, Utah; and more coming soon. To learn more about Axos Bank and our awards and recognitions, please visit www.axosbank.com/About-Us.

Sponsor

Greenwave Opportunity Zone Fund

Greenwave is a collaboration and energy solutions Service platform that can deliver a complete energy package to support energy conservation, smart energy and energy savings. While providing the Qualified Opportunity Zone tax benefits and advancing the clean, sustainable, resilient and more affordable energy solutions the Greenwave Opportunity Zone Fund not only delivers for the environment, it provides a vast application and strong returns for the investor.
Greenwave Opportunity Zone Fund creates jobs, provides diverse income streams, lowers energy costs, improves energy independence, introduces stable energy prices, promotes and delivers avoidance of climate impacts and creates an avoidance of energy interruptions that plague today’s energy systems.
Sponsor

Soar Servicing

http://www.soarservicing.com/

Sponsor

Capstone Partners, Inc.

Capstone Partners is a strategic advisory firm for clients in the mobile, Internet of Things, software and emerging technology industries. Capstone provides strategic advisory, ecosystem development, go-to-market planning,  and market insights to help clients accelerate time to market and revenue growth.
Sponsor

Life Insurance Settlements Inc.

Over the past 26 years, Life Insurance Settlements, Inc (LIS) has become synonymous with success in the life settlement industry. We specialize in appraising life insurance policies insuring seniors for their true market value: i.e., the amount a third party would be willing to give the owner of a policy over and above the insurance company’s cash surrender value.  LIS is a broker that will present your case to the most qualified institutional buyers in the marketplace and will negotiate the highest settlement appraisal on behalf of you and your client.
Sponsor

American Group

Founded in 1971, American Group is a Single Family Office located in Los Angeles California and consists of an experienced team of over 100 professionals who manage ten real estate investments and over 6000 investors. American Group invests in, manages, or owns over $1 billion in real estate nationwide, and since its inception has returned 567% of money invested in real estate to investors. Now, American Group assists High Net Worth Individuals and other Families diversify into opportunity zone multifamily investments with creative structures to maximize tax efficiency, aggregate asset types and liquidity options for long term hold.

Sponsor

Miami Downtown Development Authority

The Miami Downtown Development Authority (Miami DDA) is an independent agency of the City of Miami funded by a special tax levy on properties within its district boundaries. The agency is governed by a 15-member board of directors, which includes three public appointees and 12 downtown property owners, business owners, and/or residents. The board sets policy direction, which is implemented by a multi-disciplinary team under the oversight of the executive director. Our mission is to grow, strengthen and promote the economic health and vitality of Downtown Miami. As an autonomous agency of the City, the Miami DDA advocates, facilitates, plans, and executes business development, planning and capital improvements, and marketing and communication strategies. With the second largest concentration of international and domestic banks in the US behind New York City, the Miami DDA has been focused on growing Miami’s diverse downtown finance sector, of which family offices play a significant role.

Sponsor

Frontier CNG

Frontier will build over 52 CNG Cardlock Filling stations across Canada in the next 3 years…
Frontier CNG will operate a Canadian compressed natural gas (CNG) distribution system for motor vehicles in Canada. Frontier CNG engages in two major activities:
Frontier CNG will develop and operate compressed natural gas fueling stations across Canada with a focus on industrial parks where fleet vehicles in transportation and delivery sectors operate as Return to Base fleets and sell CNG to fleet clients at reduced prices. Frontier CNG modifies vehicles such as service vans and trucks to enable them to use compressed natural gas as its main fuel source while leaving both gasoline and diesel as a secondary fuel source, increasing a vehicle range as their fuel. We are also offering a range of dedicated CNG one tons through five-ton trucks.
URL: www.frontiercng.com
Sponsor

SVK Capital

:svkcap.com

Sponsor

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.

Sponsor

Inno-360

Sponsor

Horizon 3 Venture Capital

Hay Mineral Resources

Drill Baby Drill, LLC

Drill Baby Drill, LLC raises capital exclusively with their strategic partner Hay Mineral Resources. Since 2015 the team combined has completed several capital raises from $1MM -$30MM with three successful exits resulting in 2X-4X return to investors.The Founder and President of Drill Baby Drill, LLC, Mark Nazarini, is a continual entrepreneur who has had several successful business ventures across a broad spectrum of industries including Commercial Real Estate, Oil and Gas, Self Storage, and Commercial Construction. Hay Mineral Resources is led by Monte Lynn Hay, P.G, a Registered Geologist, who is 4thGeneration Oil and Gas, the Largest Owner of Mineral Rights in his region, the Operator of 300+ wells, and is credited with discovering The Homer Field.Together Drill Baby Drill and Hay Mineral Resources specialize in real estate projects in the oil and gas industry with a focus on capital preservation, legacy growth and income, and tax advantages such as 1031 exchanges from any real property to mineral rights ownership.

Sponsor

Thakkar Developers

Thakkar Developers is a mixed-use developer that collaborates with best-in-class partners to acquire, finance and develop high-yield, diversified investment-grade assets. Our mission is to bring communities – people and businesses – together to achieve a greater good. We are conveners, visionaries, creators and builders who want to transform undeveloped land and unrealized real estate holdings into extraordinary assets for cities, towns and regions. We strive for developments that create a sense of place and build community, projects that leverage public-private partnerships to engender pride of ownership and create a legacy.

http://www.thakkardevelopers.com/

Sponsor

Shannon Waltchack Neighborhood Centers II

Shannon Waltchack Neighborhood Centers II (SWNC II) is a commercial real estate investment fund focused on delivering Core Plus returns and stable cash flow distributions by acquiring neighborhood retail centers in carefully selected, affluent communities emphasizing “internet-proof” service-oriented tenants such as nail salons, dentists and restaurants. Shannon Waltchack is a full service commercial real estate firm in Birmingham, AL. We manage, broker, develop, and acquire property across the southeast.

Sponsor

Rycore Capital LP

Rycore Capital LP (the “Firm”) is a real estate investment management firm specializing in the acquisition, leasing and management of value-add office, industrial, retail, multifamily and healthcare related properties across the US.
Based in Houston, Texas, the Firm is a joint-venture partnership between the founder and three Houston-based family offices.  The firm focuses on two business segments: Fund Management and Direct Investment Advisory.  The team has executed portfolio management construction of income producing assets, including office, industrial, multifamily, senior living, medical office and retail, across all risk spectrums.
Sponsor

Snowball Finance

Snowball Finance is a San Francisco based wealth generation firm, often referred to as ‘the Schwab for Digital Assets’ that is revolutionizing how institutions and family offices invest in digital assets, by offering a safe, easy-to-use platform. Snowball prides itself with 135k+ global waitlist for its upcoming risk-adjust crypto portfolio and tokenized VC portfolio investing products.
Snowball has exclusively opened its platform to 7 additional investors who would join the list of strategic additions which include John Dillon (Former CEO @ Salesforce.com), Sam Zaid (CEO @GetAround), Richard Blum (Blum Capital), Kevin Lin (Co-Founder & CRO @Twitch), David Kovacs (Co-Founder @CallofDuty), Malcolm CasSelle (CEO @WAX / Opskins) NEM Foundation and Greg Kidd (Former Chief Legal Officer @ Ripple).
www.snowball.money
Sponsor

Sandy Bay Partners

Sandy Bay Partners is the experienced and trusted authority sponsoring unique and thoughtful alternative investments and business strategies that are environmentally, socially and economically impactful. Sandy Bay Partners brings professional real estate and sponsor guidance to the surface and subsurface development industry. We focus primarily on clients in the commercial real estate development business to the energy industry, as well as various mining operations ranging from coal to granite. Our history also includes successful conservation easement projects which have preserved thousands of acres in multiple states.

 

https://www.sandybaypartners.com/

Sponsor

Digital Assets Manager LLC

Digital Assets Manager LLC is changing the way investors look at the cryptocurrency industry. We are here to show that when using our product, the cryptocurrency market becomes one of the most effective and calculated ways to invest or grow your FIAT or digital assets. After three years of development and constant real-life application within the Exchange, our product has continuously shown one of the highest annual returns on the market with profit only, no loss record. This is a never seen before opportunity for individual investors as well as offices and institutions.

URL: https://digitalassetsmgr.com

Sponsor

Lock Trust Inc.

Introducing Lock Trust Inc. A closed-loop E-Wallet and integrated gateway providing a customized solution. Our patent pending solutions on Tax collection and Escrow, along with Cashless Gaming put us 30 to 50% ahead of our competition.
LT is a US and EU based FinTech company, a Quasi-cash ISO with Visa, A Registered member of Finsen in all 50 states. We specialize as a MMJ bank consultant and vendor with ICBA the Community banker association, LTs PCI DSS Level 1 compliant technology can acquire and settle Visa and MasterCard transactions globally.
With U.S and EU Banking license LT interconnects with localized jurisdictional banking frameworks enabling our customers to pay bills anywhere in the world in multiple currencies and languages anywhere, any time in 28 currencies and languages from over 8,000 banks paying to over 100,000 bill payments.

Sponsor

Thrive Bioscience

Thrive Bioscience, located in Boston, is commercializing instruments and software to significantly improve ignored and manually performed cell culture and stem cell culture. Thrive’s principal markets are drug discovery, drug development, regenerative medicine, basic research and the delivery of cell therapeutics. The Company has a portfolio of 50 patent applications,. Thrive instrument sales are to major pharmaceutical companies and research institutes such as Harvard Stem Cell Institute, Massachusetts General Hospital and Stanford University Stem Cell Core. Thrive has raised $21.0 million to-date from family offices, such as the Estee Lauder Family Office and from several angel groups (Life Science Angels, SideCar Angels, NJ Angels and several others).

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

McDermott Will & Emery LLP

McDermott Will & Emery’s Private Equity group advises private equity funds and family offices across the full lifecycle of an investment – from initial acquisition to add-ons, ongoing advice to portfolio companies and eventual exit. As repeat deal counsel for 70+ private equity firms globally, 20+ family offices and with more than 250 deals completed in 2019 so far, our prolific experience across a broad array of industries and deal types gives us unparalleled insight into the market. We look forward to partnering with you.

https://www.mwe.com/

Sponsor

U.S. Virgin Islands Economic Development Authority

The U.S. Virgin Islands Economic Development Authority (USVIEDA) is a semi-autonomous governmental instrumentality. It promotes economic growth, job creation, and wealth generation in the U.S. Virgin Islands. The USVIEDA accomplishes its mission by attracting investors to the Territory to establish or relocate their business in the U.S. Virgin Islands through tax incentives and multi-decade established one-stop shop for prospective investors. Learn more about the USVIEDA at www.investusvirginislands.com.

Sponsor

HALO Sport

HALO Sport is an organic hydration drink proven to hydrate more efficiently than water.
Our expertly designed hydration beverage offers consumers something truly distinctive. HALO’s proprietary blend has been carefully crafted with organic lemon juice, antioxidants, trace minerals and ionic electrolytes. With less sugar than coconut water and more electrolytes than a traditional sports drink. HALO is the cleanest, most functional hydration drink on the market. All with only 10 calories, 2g of sugar and a crisp refreshing taste.

Sponsor

NobleCon

NobleCon sixteenth annual small & microcap investor conference. February 16-18, 2020 – Hard Rock Guitar Hotel – Hollywood, Florida. Featuring Presidents Day keynote addresses by Governor Jeb Bush and White House Press Secretary Ari Fleischer. 125 presenting companies. Who should attend: institutional investors, self-directed investors, Registered Investment Advisor representatives, family offices, independent brokers, and equity analysts. One-on-one meetings available. Program also includes panel presentations hosted by key opinion leaders, empowerment sessions lead by industry experts, and the acclaimed “The After” evening networking event, featuring world-class entertainment. Registration as low as $99 for qualified investors. Attendance limited to 1,000.

Sponsor

Boardwalk Storage

Boardwalk Development Group, acquires, develops and manages self-storage properties in the Southeast US under the brand, Boardwalk Storage. Since its founding in 2016, the company has raised over $15M in equity, and acquired or developed over $50M in self-storage assets.
Boardwalk Storage has won numerous national, state and local awards for its development projects and property management. From 2017 to 2019, Boardwalk Storage achieved same store sales year-over-year revenue growth of 8% and 11% NOI growth, significantly outpacing all the public self-storage REITs, which averaged between 3.5% revenue growth and 5% NOI growth during that time.
The company plans to acquire 100+ properties in the Southeast US over the next 5 years and operate them using its automation technology platform.

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

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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.