Investment Mastermind
[Structures & Tax Strategies]

June 29th, 2023
Darwin German Office

9901 Valley Ranch Pkwy E,
Irving, TX 75063

Reserve your Virtual or
In-Person spot for this event

Save Your Spot at our Investment Mastermind [Structures & Tax Strategies]

Our upcoming Investment Structures & Tax Strategy event is right around the corner, and you don’t want to miss out!

Join us on June 29th in Dallas, TX, where you’ll learn about the latest investment structures and tax laws as well as how to optimize your investments to maximize returns while minimizing tax liability.

If you’re involved in structuring deals, raising capital, working with investors, or looking to become a smarter investor in structuring your own investments, then this event is a must-attend. Whether you’re a seasoned professional or just starting out, we will help you make informed decisions with the power to achieve your financial goals.

During the event, you’ll gain valuable insights and knowledge from our Founder, Richard C. Wilson, and our guest speakers who we have hand-picked for this theme.

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

Can’t Make It to Texas?

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.

Walk Away with A
Plan of Action On:

  • Investment structures: Learn about the different types of investment structures and their advantages and disadvantages. We’ll cover everything from LLCs to partnerships and corporations, and help you choose the best structure for your needs.
  • Tax planning strategies: Discover proven tax planning strategies that can help you minimize your tax liability and maximize your returns. We’ll cover tax deductions and credits, capital gains tax, and more.
  • Deal structuring: Learn how to structure deals that attract investors and maximize your returns. We’ll cover everything from equity financing to debt financing, and help you understand the best strategies for structuring deals that work for both you and your investors.
  • Raising capital: Discover the best ways to raise capital for your investment projects. We’ll cover everything from crowdfunding to private equity, and help you understand the most effective strategies for raising the capital you need to make your investments a success.

This event is designed to be especially helpful for those involved in structuring deals, raising capital, working with investors, or looking to become smarter as an investor in structuring their own investments. You’ll also have the opportunity to network with other like-minded individuals and gain valuable insights from our team of financial experts.

Don’t miss out on this opportunity – Register Now to reserve your spot at the event and take your first step towards smarter decisions on investment structures and tax strategies!

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 client relationship manager, 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

Agenda

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 this year.

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 28, 2024
Total Due Today $12,500.00

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11445 E Via Linda, Suite 2-623 | Scottsdale, AZ 85259
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