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
- 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.
- 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.
- 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.
Testimonials | Here is what our clients are saying:
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.