Ultra Wealthy
Investor Summit

April 20TH, 2021
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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.
Coming Soon

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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Select Your Purchase
Price
1
$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 renews at $199 on 3/17/2021 for 1 month, and then rolls into regular Charter Membership at $399/Month thereafter.

$399.00 / month with a 16-day free trial and a $1.00 sign-up fee
1
$1.00
1
Premium Charter Membership
(Access 450 investor mandate interviews, pitch deck coaching, and 130 capital raising strategies)
$2,450/Year
$2,450.00 / year
$2,450.00
1
VIP Charter Membership
(Benefits of premium charter membership + Access to our global directory of investor contact information and areas of investment interest)
$3,997/Year
$3,997.00 / year
1
$3,997.00

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 renews at $199 on 3/17/2021 for 1 month, and then rolls into regular Charter Membership at $399/Month thereafter.

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 renews at $199 on 3/17/2021 for 1 month, and then rolls into regular Charter Membership at $399/Month thereafter.

× 1
$399.00 / month with a 16-day free trial and a $1.00 sign-up fee
Subtotal $1.00
No risk trial renewal discount $0.00 [Remove]
Total $1.00
Recurring totals
Subtotal $399.00 / month
No risk trial renewal discount $200.00 [Remove]
Tax $0.00 / month
Recurring totals $199.00 / month
First renewal: 03/17/2021
Total Due Today $1.00

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