Ultra Wealthy
Investor Summit

April 20TH, 2021
12:00pm- 5:10pm EST
RSVP NOW

The Ultra Wealthy Investor Summit will feature more High Net Worth investors than any other conference held anywhere in 2021

The Ultra Wealthy Investor Summit will feature 25+ investor speakers sharing insights, best practices, investment models, direct investment strategies, and allocation trends among other critical issues facing single family office executives today. This is your chance to network with the top private investors, family offices, leading institutional investment firms and 250+ attendees including institutional investors, family office executives, private equity deal-makers, investment fund managers, high-net-worth individuals, and a variety of private investor industry participants.

Benefits of Attending

  1. Build Your Investor Relationship Network: Quickly add another dozen investors to your relationship network, learn how they like to partner with other wealthy families and investment managers, and become more effective in quickly navigating the investor industry.
  2. Hear from Investors on Co-Investing, Risk Management, and Portfolio Management: Gain insights from multiple $1B+ family offices and several private investors on risk management, portfolio management; and how they buy operating businesses and source deals for co-investments.
  3. Investor Best Practices:  Learn directly from investors instead of lawyers, fund managers, and consultants. Our speaking faculty is made up of 75%+ investors, that is what makes our events unique and valuable.
Stu C.

Stu C.

Multi-Family Office
John P.

John P.

Multi-Family Office
Randy A.

Randy A.

Tax Expert
Julie L.

Julie L.

SPAC
Kamil H.

Kamil H.

Single Family Office
Faquiry D.

Faquiry D.

SPAC
Dan G.

Dan G.

Single Family Office
Vinod M.

Vinod M.

Multi-Family Office
Dr. Alexandra C.

Dr. Alexandra C.

Tax Expert
William P.

William P.

Single Family Office
Jason B.

Jason B.

Private Investor
Steve F.

Steve F.

Wealth Manager
Brian D.

Brian D.

Single Family Office
Kyle S.

Kyle S.

SPAC
Ira P.

Ira P.

Single Family Office
Eric T.

Eric T.

Private Investor
Ziad M.

Ziad M.

Angel Investor
Mackinley R.

Mackinley R.

Single Family Office
Jeffrey G.

Jeffrey G.

SPAC
Yaniv S.

Yaniv S.

Angel Investor
Peter H.

Peter H.

Single Family Office
Gauthier Z.

Gauthier Z.

Private Investor
Raman B.

Raman B.

Private Investor
Chander M.

Chander M.

Private Investor
Wan Z.

Wan Z.

Angel Investor
Benjamin V.

Benjamin V.

SPAC
Sasha B.

Sasha B.

Single Family Office
Matthew Schaefer

Matthew Schaefer

Alternative Investment Resource
Geoff Hakim

Geoff Hakim

MCM Wealth Management
Brian Burke

Brian Burke

200M+ RAISED
Elisabeth Forster

Elisabeth Forster

Group RMC
Richard Beleutz

Richard Beleutz

Alternative Investment Resource
Leonard D. Way

Leonard D. Way

The Beach Company
Charles Sidman

Charles Sidman

ECS Capital Partners

Charles Sidman invests in early-stage companies using Angel networks, VC, Crowdfunding and public markets.

Jason Schwab

Jason Schwab

Shepherd Premier Senior Living
Paul Lufkin

Paul Lufkin

Unified Global

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.

 
 
 
MCM Wealth Management

MCM Wealth Management

SPONSOR
Praxis Capital

Praxis Capital

SPONSOR
Group RMC

Group RMC

Sponsor

Group RMC is a real estate co-investment group based in New York City and Columbus, Ohio.

Alternative Investment Resource

Alternative Investment Resource

Sponsor
The Beach Company

The Beach Company

Sponsor

Founded in 1945 by J.C. Long, The Beach Company is well known for real estate development in South Carolina. With a history of establishing

Private Wealth Systems

Private Wealth Systems

SPONSOR
Bridge Therapeutics

Bridge Therapeutics

SPONSOR
HMV

HMV

SPONSOR
ECS Capital Partners

ECS Capital Partners

Sponsor

ECS is a venture capital firm investing in innovative seed and growth-stage companies that promise high financial return and positive…

Unified Global

Unified Global

SPONSOR
Shepherd Premier

Shepherd Premier

Sponsor

Boutique Senior Living Fund— Invest in Changing the Future of Senior Living with BoutiqueSeniorLivingFund.com 

Sigma Q

Sigma Q

SPONSOR
PitchDecks.com

PitchDecks.com

SPONSOR

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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$1 Trial Investor Club Membership Offer
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.

$399.00 / month with a 15-day free trial and a $1.00 sign-up fee
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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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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
Recurring totals
Subtotal $399.00 / month
Tax $0.00 / month
Recurring totals $399.00 / month
First renewal: May 8, 2021
Total Due Today $1.00

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