The #1 private investor club event with 400 investors and more ultra-wealthy investors on stage than any other event globally
Join us for our 10th annual Super Summit with 125+ speakers on stage, 10 networking sessions, 1,000+ attendees, and more ultra-wealthy family offices and private investors on stage than any other event in the industry.
This is the #1 event in the world for the ultra-wealthy family office space. There will be more family offices on stage than there have been at any event in 2021 or 2022.
The 3-day Super Summit will be one of the best opportunities of the year if you are looking for investors and JV partners for real estate deals, tech deals, healthcare deals, wealth management funds, and other alternative investments.
Or for more information call us at 305-503-9077
Agenda
Speakers
Keith B.
Wealth Manager
Dr. Forrest B.
MFO
Benjamin M.
Fund of Funds
Hubert Z.
Angel Investor
Jack H.
Sponsor
Kristina R.
Private Investor
Chris P.
SFO
Gregory P.
SFO
Alice C.
RE Investor
Brenton S.
RE Investor
Anil D.
Private Investor
Kamil H.
SFO
Marc H.
Private Investor
Carl F.
RE Investor
Sylvia B.
SFO
Paul K.
MFO
Alexandra C.
SFO
Joe Williams
Co-Founder, Keller Williams Realty
Bo P.
RE Investor
Don W.
Headliner, RE Investor
Dany R.
MFO
Sachin P.
Wealth Manager
Ole M.
SFO
Brian W.
Wealth Manager
Pierre D.
MFO
Nick B.
OCIO
James B.
Private Investor
Irwin B.
SFO
Bridgette S.
Angel Investor
Marques O.
Headliner
Cliff O.
MFO
LaVonne I.
Litan Y.
Private Investor
Marc S.
Real Estate Investor
Danny M.
Private Investor
John H.
Real Estate Investor
Will W.
SFO
John B.
Wealth Manager
Bethann K.
Angel Investor
Harry K.
Private Investor
Giorgi A.
SFO
Nick N.
Real Estate Investor
Tommy M.
MFO
Adam F.
Private Investor
Joel N.
SFO
DJ Van K.
Real Estate Investor
Steven S.
MFO
Jonte H.
Private Investor
Adam Q.
Wealth Manager
Jared S.
Angel Investor
James K.
Private Investor
Alec R.
SFO
David D.
Wealth Manager
Ken H.
SFO
Ira P.
SFO
Dr. Jacque S.
Doctor
Brittany A.
Wealth Manager
Eric T.
Doctor
Ken G.
Private Investor
Simon L.
Angel Investor
Trase B.
Doctor
John L.
SFO
Tylor M.
Doctor/Dentist
Neetu P.
SFO
Jay Kelly
Sponsor
Ann Oleson
Sponsor
Alec W.
Private Investor
Andrew L.
Real Estate Investor
Ken N.
Sponsor
Mike K.
Private Investor
Mark Victor H.
Headliner
Zane B.
Real Estate Investor
Venue Details
The Westin Fort Lauderdale Beach Resort
7 Reasons to Attend this Summit:
- Meet and connect with 200+ ultra-wealthy investors & Family Offices.
Shake hands with the fastest-growing investor type across the globe.
- Meet and connect with 200+ ultra-wealthy investors & Family Offices.
- New opportunities to sell your company or raise capital.
Our investors have specific mandates for the businesses that they are either looking to help grow with capital or just straight-out purchase.
- New opportunities to sell your company or raise capital.
- Connect with smaller private and angel investors.
This is the perfect place to connect with smaller private investors and angel investors that may be interested in investing with you. You’ll also connect with other start-ups on how they raised $20-$100 million and up.
- Connect with smaller private and angel investors.
- Grow Your AUM.
Hear directly from family offices and ultra-wealthy investors on what they look for in a fund manager and obtain new clients at our event.
- Grow Your AUM.
- Meet strategic partners for your real estate deals and funds.
We advise, consult, and speak on stage to thousands of high-net-worth individuals looking to find great real estate deals that can provide them with cash flow and strong returns. If that is you, then you will want to make sure to attend.
- Meet strategic partners for your real estate deals and funds.
- Strategies that get investors responding to your emails.
A lot of times investors don’t get back to you because you aren’t targeting the right investor or the message is being delivered in the wrong way. Hear directly from our investors on how to approach them and talk to them directly at the event. Face-to-face will always build relationships faster.
- Strategies that get investors responding to your emails.
- Investor contact information upon request.
We know events can be limited on time, which is why we give you access to individual investor profiles through our on-site and virtual event software whenever you need it.
- Investor contact information upon request.
Or for more information call us at 305-503-9077
Who’s going?
We have confirmed over 1,500 attendees for the 2022 Super Summit, including 700+ in-person guests. The Summit will also feature:
-
- Heads of 3 publicly traded companies
- A private billionaire
- Dozens of $1B+ family offices
- A shark from Shark Tank
Bonuses:
» Bonus #1: Access to Netflix-like Investor Portal. Our portal can be used via mobile app or on your computer, and includes 1,000+ investor mandates, 100+ capital raising strategy masterminds and webinars, and over 25 full length investor summits with 30-125+ investors speaking at each 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 our 50 tax expert interview series, and our 100 Capital Raising Titans talks. The talks feature 10-minute presentations from professionals who have individually raised $100 Million+ to $1 Billion+. They will share their strategies on how they achieved such significant funding.
The 100 recorded Capital Raising Titans talks alone are valued at $25,000+, and they completely de-risk your decision to join our investor club. There is no way you can listen to all 100 talks and not raise an extra $250,000+ or $1M+ this year.
» Bonus #4: When you sign up for the event and membership we will schedule an onboarding call with our membership relationship director, 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
Mountain V
Norton LifeLock Benefit Solutions
Chapman Freeborn
Southern Impression Homes
Hedgehog Investments
UC Funds
Blue Waters Development Group
OptionAgent Capital Advisors LLC
Soundscape VR – The Musical Metaverse
Return on Good
Equity Trust
Capital Raiser Show
Caliber
Rockstar Capital
Youtopia
Aravaipa Ventures
PPR Capital Management
Heirloom Fair Legal
Or for more information call us at 305-503-9077
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.
Free Ultra-Wealthy Investor Webinar & Book
Join over 75,000 others in downloading the Single Family Office Book, the #1 most popular book ever written on ultra-wealthy investor best practices and industry trends.
Download It Now To:
- Gain deep specialized knowledge on how to add value and build relationships faster with private investors
- Understand exactly how the ultra-wealthy invest, manage their portfolios and allocate capital right now
- Close more deals with family office investors, and understand the preferred structures, processes, and strategies of wealthy investors
Questions? Call us at +1 (305) 503-9077
CEO & FOUNDER
Richard C. Wilson
FAMILY OFFICE CLUB
(305) 503 – 9077
11445 E Via Linda, Suite 2-623
Scottsdale, AZ 85259
Testimonials
“This is my third event. Coming here it’s like an old family now, but they’re very interested in what you’re doing individually. we’re going to raise a lot of capital just from the people that are here.”
Joe Williams
Co-Founder Keller Williams
“The experience has been great. I’ve met a lot of people from all over the country who are doing things internationally in different areas and different markets. It’s been eye-opening to meet a lot of people who are investing in different things from debt, equity, funds, and plant-touching things. It’s been great.”
Sean H.
“What this event has given me the opportunity for me to do is really package what we’re doing in a way that is digestible for investors and understand what the market is looking for and see where we fit in. Because it’s not that different from what we say to customers, but it’s a slight pivot. So I’m understanding the landscape and getting feedback and this event has given me the opportunity to really refine what I’m saying.”
Merisa F.
“I’ve had the opportunity to make a number of connections with individual investors, companies that are offering investment products to other investors that we can make meaningful connections to help provide our services to, as well as the other speakers that were on the various panels.”
John B.
“This Richard here is a smart guy, out of all of hte power players I have had on this show, he is the smartest guy we have had here.”
Grant Cardone
“It’s as always, this is not our first event. We’ve been to multiple ones, I think around eight now. And it’s very much a community of investors and companies that are striving to achieve great things together.”
Rick C.
“I know I’m always going to meet interesting people, highly successful people that have done some quality things. Sometimes I can turn into investment opportunities personally and professionally that I move into.”
Michael S.
“I’m a private investor and the reason why I come to Family Office, this is the fourth time I’ve been to the Family Office event. Actually, this is the fourth time I’m a speaker. The reason why I come here is that this is without question the premier event for private investors like me to find new syndicators, fund managers, and project sponsors. I find really good deals here and this is not only do I want to be here as a participant and do networking but also when I’m on stage it gets me the exposure to get a lot more deal flow opportunities or offerings. So before the last Family Office, I was getting pitched about two to five private placement offerings per month and then after the last one, it’s now two to five private placement offerings per week.”
Marc H.
Private Investor
“It’s the networking and talking to other family offices and being around millionaires, multi-millionaires, and even billionaires who shared their family secrets with us.”
Liz Habib
MPI Family Office
“I can learn every day, every moment, I’m in this environment and I appreciate that so much. So that’s probably my biggest takeaway, just the fact that it’s not a waste of my time, it’s an incredible positive investment in my time.”
Richard G.
“We’ve been very, very tickled by everything that’s going on here, and when you look at it from a holistic practice, we couldn’t find a better spot to be able to be, and we’ve been at a number of other events. So, in comparison, you guys are top-shelf.”
Michael C.
“I love Richard’s event. Whether you are looking to get investment or you want to find something to invest in, or you just have a skill set that you need to fill in your family office or in your business, you’ll find people here to connect with. It’s a great networking opportunity.”
Harry K.
“I would recommend the event. In fact, I have recommended these events to others who asked me what groups they should consider belonging to in the family office space and I have referred to the Family Office Club.”
Alexandra C.
Investor
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Testimonials
“We’ve been very, very tickled by everything that’s going on here, and when you look at it from a holistic practice, we couldn’t find a better spot to be able to be, and we’ve been at a number of other events. So, in comparison, you guys are top-shelf.”
Michael C.
“The biggest takeaway is the quality and the quality of the people and the quality of the interaction that you have with the people that are participating in your venues.”
Tracy Mcwilliams – Investor | CEO Inspire Global Ventures | Strategy and WealthTech | Single Family Office
“The event did an excellent job of consolidating thousands of hours of information into a single day. Worth 1000%+ my investment of time and money.”
David W.
“A very good conference, worth the special trip from London. The event was delivered in a very professional atmosphere and was very good value for the money.”
John B.
“Single Family Office Club is very thoughtful and Organized. Richard C Wilson is an excellent communicator and thought provoker. I have attended several of his events in the past 12 months and have enjoyed every one. His staff is very helpful and friendly. I can easily recommend participating in any conference that makes sense for a participant. Your time and effort will be well spent.”
L Matthews
“Terrific event. It provided great insights into the pitfalls many managers make in setting up and marketing their funds. The exercises provide a great opportunity for self-examination and networking“
Alan S.
“We have been Charter members since inception and continue to find the quality of the ever expanding content to be incredible. From Richard at the helm to the support staff at every level, the services provided are as though you had Praxis Capital in mind. Kudos to the whole gang at Family Office Club!”
Bob D.
“After becoming a Charter member over the past several months, I have to give the leadership (Richard Wilson) and his staff nothing but high marks. I have recently accepted a position as Corporate VP of Finance with a rapidly growing Texas home builder. The tools, training, and networking events have prepared me to meet our capital raise target for this year of $20MM. I am happy to report that through your club, we have met both potential lenders and investors that are interested in our deals. So, thank you and I look forward to a long-standing relationship with the Family Office Club”
Robert
“I spoke for 13 minutes at the Family Office Club event in NYC and I raised $133M from those connections. Thank you for allowing me to be part of this community, it has been great”
Adonis Lockett – LNH Capital
“It was such a great opportunity to be able to speak on a panel with other managers in the space and really understand what they’re doing from a capital raising standpoint that maybe we weren’t. So that was a great experience and then in addition I’ve really enjoyed being able to meet people and just network and really build our network even further.”
Andrea H.
“As a small boutique firm in the family office space, the Family Office Club seminars have been a valuable resource for our firm giving us the opportunity to learn from industry insiders to help us grow our business.”
Karen M.
“The event really provides new and emerging managers with the toolkit and strategies to really begin establishing the foundation for capital raising and growing their business to the next level.“
Tom A.
“This event differentiated the truly important tasks and processes from those that just eat up time. The material helped me focus on my attitude and habits to drive the behaviors to increase chances of raising sticky capital.“
Michael M.
“The event tells me just what marketing materials I need and some guidance on how to get started. Richard is very knowledgeable and sincere (not a typical sales guy), which is much appreciated. “
Judy S.
“Richard’s conference was a very well organized and well attended. The speakers/presenters were excellent and highly experienced in the field. I picked up useful info on the macro view of family office issues and family office criteria for selecting individual managers.”
Dan D.
“As always, Richard’s group has again delivered great information and speakers on Family Offices. If you can only join one occasion- this is the one.”
Don F. W.
“The family office training event provides an opportunity for all industry participants together in a selective group and share ideas, concerns, and network FO issues. For us in the advisory and consulting world, this is an excellent source of knowledge and contacts.”
Isabella F.
“This was my first family office event and it was great. I met a lot of interesting people and learned a lot. If you don’t know where to start, start here.”
Raymond G.
“Jennifer did an excellent job of showing me the Family Office website and I look forward to using the tools!”
Good S.
“It’s good to know such valuable, informative, and collected information on the family office industry which we won’t find even on search engines like google and Investopedia. I would like to extend my journey to doing master’s certification as well. your support & service on request mails is wonderful, I really appreciate the team for their patience”
Padmavathi
“5 Star organization. I have been in financial services for over 20 years. I have been trying to get involved in the family office market for quite some time, but I have never come across and organization that offers the services that Richard Wilson and his team provides. Most of the other family office organizations will sell you a list and you never hear from them again.”
Oliver Y.
“The event really provides new and emerging managers with the toolkit and strategies to really begin establishing the foundation for capital raising and growing their business to the next level.“
Tom A.
“The Family Office Club summit in Miami is truly SUPER! Humble, intelligent, and direct, allowing all attendees to maximize time and develop relationships that will turn into real deals. Every attendee/panelist/staff member is truly world-class.”
Dan
“Thank you Family Office Club!”
Forrest B.
“Richard and the team have put together something extraordinarily rare and special–a resource where the vast majority of the content and speakers are directly relevant to my practice. I walk away from any event feeling that 1) I’ve learned something new 2) there’s something that makes me a better, more insightful investor and thus more valuable to my partners AND potential partners, 3) that I’ve invested wisely as a Charter Member”
Brian W. Foote, C.
“I attended your family office event on Friday in Chicago. It was outstanding from speakers, content, networking, venue and overall event management perspective. Great job!”
David P.
Just wanted to say thank you again! The conference was awesome and we appreciated all of it. We definitely made some great connections and heard some good ideas. We have a lot of planning and strategizing ahead of us. On another note, you were absolutely right about Goodwill being a unique platform for some of these offices. They were excited to see the name involved. We actually met someone who has a roundabout connection with the Salvation Army, and we were able to get some better insight into their model which surprised us, but it was definitely awesome to hear about. So, again, thank you. We look forward to all the next visits!”
Will G.
“I can vouch for the quality of Richard’s Family Office Club events and members…it’s a top-notch network with many investor members as well! Their Pitchdecks team has developed Unified Global’s websites, decks, and overall branding which has been phenomenal!”
Tracy D.
“The event was great, I learned a lot, and some were mind-opening concepts. I met some people who knew people that could help me raise capital, so that’s really worth it.”
Slavica B.
“Overall I am super happy, satisfied, and grateful for this community of high-level individuals working on amazing projects that create impact. The staff and support is a class act. They’re quick to respond, and haven’t failed me yet. The content, the access, the networking and all the above are phenomenal. I’ve recommended people to the community and they’re quite happy too.”
Tron P.
“I really enjoy every event that I attend, whether a workshop or summit. I continue to pick up useful tools while building relationships. Kudos to Richard and his team”
Bob D.
“Excellent event including presenters, content, venue, food organized process, and network prospects ”
Martin S.
“Excellent unique approach to positioning, creating value, and raising capital! ”
Dino P.
“FOC provides essential capital raising & investor information clearly, its website enables easy access to it, and the FOC team”
Catherine P.
“The 15 min quick value point layout of the meeting schedule was very effective. Although the Miami meeting was great, this most recent NY meeting was excellent.”
Todd D.
“I attended a capital raising boot camp in Houston last year and found the training to be enlightening and helpful. ”
John D.
“Excellent content. Great networking. Fantastic events. Well worth the investment. ”
Robert T.
“You have provided investors with a wonderful resource. Now you should provide them with a classic money management resource that most can’t identify.”
John D.
“The value is amazing! I learn so much and feel comfortable that there is always more provided for me to learn.”
Amed H.
“From our last event, we got direct investors into our fund, Outpost Ventures, where we invest in dual-use technology, bringing in government funds and private matching funds that we’re able to boost investor IRR in.”
Dave H.
“This capital raising event and your conference I attended in Los Angeles last month is by far the best events I have experienced.”
Michael H.
“Richard’s Investment Marketing Seminar in NYC was educational, current, and inspiring. We all benefited from Richard’s breadth of knowledge surrounding the hedge fund marketing arena as his presentation delved into the granular level, while only providing valuable, relevant information. His stories and anecdotes were woven seamlessly into the presentation, serving as both motivational and informative tools.”
Justin B.
“As a first-time attendee of Family Office Club events, I was impressed about the quality of presenters and those in attendance. I am looking forward to attending more of these events in the coming months.”
Jerry L.
“I have been in contact with Richard Wilson and his staff for over a year and a half. I was not able to commit to becoming a charter member for various reasons until last month. While the invitations to join were plentiful, so was their patience and their content.
The only regret I have is that I wasn’t able to commit sooner. I think of the deals that I was not able to participate in because I wasn’t able to source them properly. It was truly one of those drinking from a firehose summit, but the included materials and networking will make the information easier to absorb and implement. For anyone sitting on the fence about joining, I give my highest recommendation”
John A.
“Great opportunity to learn from the panels and then go have a face-to-face conversation with the person/people you wanted to make contact with after the panel was over. Another great opportunity was the receptions at the end of the day. We made numerous contacts walking around during those times. These were also times to speak with panelists still there and have follow-up conversations.”
Bart
“The content of the presentations and the makeup of the panels was really great. I wish there was more time, and perhaps a bit of structure to the actual deal-making component of the event. Everyone there seemed to have deals, capital, or services that would benefit others, and it was difficult to explore the right opportunities in the networking sessions.”
Esteban V.
“Great conference with a wide variety of speakers. I learned interesting tidbits of information to consider. Really friendly people, and I had a dozen people come up to me, complimenting my presentation. All in all, it was a first-class event, very professional, and well run.”
Justus P.
“Excellent experience at the Family Office Fundraising Catalyst workshop. Well organized, concise and actionable information with a healthy dose of ‘been there, done that’ that really brings the advice home. Definitely worth the time and money. I plan to maintain my Charter Membership and attend as many of the events as I scheduling allows. Need to work on this form though. I answered 5 of 5 on things that I have not yet experienced. Just assuming that they too will be as well crafted as my first experience”
Matt D.
“A very effective organization in educating on important financial and business topics while connecting with extremely successful entrepreneurs and luxury companies. I highly recommend attending the Family Office Club events as well to see for yourself.”
Michele L.
“We have made lots of new connections since we’ve just been here for two days. As a matter of fact, yesterday we were with a group and I said, wow, yesterday we did such as they say, Carol, it’s only been one day. So that’s to say that it feels like we’ve been here for many days because there’s been so much going on, so much interaction and interface with these leading experts and professionals. It’s been remarkable.”
Carol H.
“Luckily after I asked a question in the panel discussion, there were four family offices that just came and tracked me down and it has never happened before. It’s usually the other way around.”
Alicia L.
“You’ll leave Richard’s event with actionable strategies you can instantly apply to make your business more effective.”
Kimberlie C.
“It was a pleasure meeting you today at the NYC event, hosted by you/your firm. I thoroughly enjoyed your presentation and your capital raising ideas/insight. Again, thank you for hosting such an informative and thought-provoking event. I look forward to attending future events held by your firm.“
Mike K.
“Great event and worth my trip from Beijing.”
Alex G.
“Richard Wilson’s expert knowledge and current insights about the investment fund universe provided an invaluable checklist of the dos and don’ts in capital raising and investor relations.“
Johanna T.
“The presentation was excellent, very practical, and worth of its own merit. I know more now than if I was to try and learn this material through other courses. Richard is down to earth in presenting and his advice is doable and real. ”
Dennis E.
“The event was time well-invested. The presenters were very knowledgeable, and the information gained will be useful in our multi-family office practice.”
Joseph M.
“This was a fantastic, educational experience. Incredible content, great perspective and well-chosen speakers. Nice, diverse presentations.”
David S.
“Today I have had the opportunity to learn about Family Offices from the masters, which is so inspiring. Thank you Richard!”
Jerry D.
“Richard presents closed-door information from important contacts that provide powerful insights. Thank you.”
Tony H.
“My experience is that Family Office Speakers and materials are quite relevant and essential to my business success.”
Emmanuel A.
“The content provided by the Family Office Club is well worth the cost of membership. We found their material extremely helpful in tweaking our presentation to family offices.”
Steven R.
“The focus on direct investing, and the expertise assembled on the topic is what made the event worthwhile. There are lots of places to meet Investment Managers, and every conference has basic back office service providers but hearing from people and firms who can really help with deal sourcing, due diligence and executing on direct deals is highly valuable.”
Davidi
“It was very good. I think anything in this life can be improved on. I believe the means of identifying ‘who is who’ and what a ‘charter’ really means as far as; am I an Investor?, an Entrepreneur?, or ? could easily be improved on. Then because after a speaker presents and walks to the side, the games seem to begin, the people line up, wait to grab a card, etc., and could also be modernized so that everyone has an equal opportunity to make the best use of everyone’s time. I would like to end this review by saying it was a group of very kind and courteous people that the family office club has drawn together.”
Gene A.
“The live events provide excellent content for either newcomers or experienced investors to the Family Office space”
Thomas V.
“I want to give a big shout-out to Richard Wilson and his team. I’m very impressed with how your team is organized and how you use technology in your conference versus competitors”
Michael
“I was very impressed with the show and the organization, and was grateful for the opportunity to speak to such a strong audience.”
Michael F.
“I have read and attended several of your events and products. I am delighted with the content and am actively applying what I learn from them to my business”
Thomas C.
“I have been working with Jennifer, and she has given outstanding customer service. ”
Dan K.
“I find the organization very professional and exceptional. The workshops and events are well run, have great content, and are extremely beneficial.”
Gideon
“Everything has been great so far”
Zach S.
“I always find the videos relevant and informative. One of the best resources for me as the managing associate in our small private consultancy, as well, for me as a trustee. ”
J.R.
“The extensive knowledge and experience of the Family Office Club is an excellent resource for information”
John D.
“Abundant amount of valuable content and personalized assistance not to be found elsewhere! ”
Mark K.
“I have found the practical insights from the Family Office Podcast and then also the videos to be the most helpful in figuring out how to improve our investor relations processes”
Chris B.
“I have only attended live events so far and am very satisfied.”
John D.
“Richard Wilson and Family Office Club run tight, disciplined events that always deliver value. I highly recommend their events.”
Jim S.
“Super experience and network contacts at CapitalCon – NY. My first in-person experience with Family Offices Club was exceptional. Thanks, Family Office Club Team! ”
Mary H.
“The Speakers were great, I learned a lot of strategies at the boot camps with Richard. What a great way to learn from FO’s and sharpen my skills within the boot camps. ”
Jaredd
“This is a great event. If you’re an investor looking for new deals, it’s a great place to go because there are a lot of people with deals here. And if you’re looking to raise capital, this is where investors are going to raise new capital and learn about new deals. I would 100% recommend it from a very beneficial standpoint.”
Cole S.
“This is our second family office event and they just keep getting better. The group here is super intimate, fantastic, really engaged, asking lots of questions, and a ton of good traffic.”
Ann O.
“A very good event, worth the special trip from London. The event was delivered in a very professional atmosphere and was very good value for the money.”
John B.
“It is a great knowledge-adding event. Every high net-worth individual and Family Office must attend.”
HP Shah (Single Family Office)
“I was very impressed with the quality of the presenters and the topics discussed. Looking forward to the next event!!!”
Frank M.
“LOVED THE EVENT!! Exceptional! Learned so much – Chip Perkins’ speech was great. Richard’s wrap-up points – AMAZING, been watching Richard for a while but overly impressed by Richard in person.”
Cameron R.
“We were very fortunate that when I first got introduced to this, we brought on a very large family office and we’ve since then done three deals in the last six months with that family office.”
Alice C.
“Absolutely sincere and a great source and fountain of information. Real life examples of what to do regardless of the level of the participant, useful for everyone from beginners to pros in capital raising and fund marketing.”
Gene C.
“The event content was relevant and educational, after the event my mind was racing with new ideas and ways to improve all aspects of my strategy and implementation of my strategy. Like any great coach or motivator I left the event more inspired and with a deeper desire to succeed.“
Jay R.
“Great! We needed your sales perspective, a new angle for our type of business.”
Manuel L.
“The event was well worth my time to fly to New York. You gave me a lot of great ideas to raise more capital.”
Jace V.
“This conference and your conference I attended in Los Angeles last month is by far the best venue I have experienced.”
Michael H.
“It was a pleasure meeting you today at the NYC Investment marketing Seminar, hosted by you/your firm. I thoroughly enjoyed your presentation and your investment relations ideas/insight. Again, thank you for hosting such an informative and thought-provoking event. I look forward to attending future events held by your firm.”
Mike K.
“Highly valuable education to Family Offices. Great environment to learn and meet. Networking is beneficial.”
Marquita M.
“Rich insight across a multitude of Family Office challenges and opportunities. Top-notch presenters and high-energy networking. Well done.”
Jake R.
“Impressed by what it has to offer. The database is Big, and the investors are mostly pretty open to contact”
Boris M.
“Amazing Customer Services and onboarding with Family Offices.”
Empress N.
“It’s a brilliant platform to connect Investors and build a network. The videos are quite insightful.”
Simon I.
“This was my first Family Office Club event. I thought overall it was well organized. Good venue. Well attended – better than I thought. Also, many of the attendees I spoke with were ‘regulars’ and spoke very highly of the club and its events. That is always good to get unsolicited positive feedback like that. I thought Richard did a really good job of 1) speaking for about 6 hours straight, 2) getting through a lot of material, and 3) politely and diplomatically cutting off a few people whose comments were a total waste of the group’s time. Point #3 takes some skill, and I really thought Richard did an admirable job of that, which is not an easy thing to do but distractions in these types of events can de-rail people so it’s important.
The content overall was fairly general, but accurate and important. I appreciated the specific examples more than the general ideas, but that may be because I have been in this world for a while so things like ‘don’t be pushy’ go without saying in my mind. Again, I did like the more specific examples of structures and strategies that family offices are doing now – real-time information and real examples are very beneficial. All in all I was glad that I happened to be in NY and could attend this.”
Ryan
“Great content and speakers, always looking to learn from Richard.”
Ahmed H.
“This is a great network. It would be more helpful if attendee lists could be circulated in advance. It would also help if there were some way to distinguish those attendees with capital from those who are service providers”
Neil W.
“I am surprised at the speed that I have been called back and the minor…and I do mean minor issues were resolved…no hassle no fuss just fast, friendly, service and they actually remember your name…and are genuinely happy to speak with you…in this day and age this kind of service is an anomaly.”
Adam Van Romer, C
“This being my first summit I found the quality of the event, speakers, and vendor exhibit excellent. The format of the event allowed the ability to mingle and discuss your specific area of interest. Looking forward to attending a few events.”
JMG
“I have been to 2 different conferences now: London and Chicago. The formats have been great and run really efficiently. The panel discussions have been fantastic and really interesting with great speakers in very smart combinations. Chicago, for example, had a wonderful (if not tumultuous) back and forth around the argument of investing in public vs. private companies as well as passive vs active investing. These conferences and the overall Club membership create what I think is today’s epicenter of the family office environment from a marketing perspective for both introductions as well as becoming more familiar with the space and how to successfully navigate in it.”
Eb Gaines
“I appreciate the way I was received by the first one, participating in the same club. Service, reception, attention, and empathy were differentiated from the FOC team. I hope to contribute and repay. Grateful and even the next one, cordially, Fernanda”
Fernanda L.
“I met Jimmy through the Family Office Club. He was extremely professional and helpful to me. His service extended well beyond what I could possibly expect and he was very helpful in orienting me toward what I needed to do. Two big thumbs up and five stars out of five. Jimmy knows his stuff!”
Robin A.
“Outstanding in every way from the in-person events to the daily news and notes updates. Richard’s team is outstanding from the newest to the most experienced employee”
Bruce R.
“Because of the Family Offices, I have furthered my Private Equity Career considerably”
Van W.
“Couldn’t be happier with our membership in the Family Office Club. Great events, great information, and more importantly, great people! ”
Edmon R.
“Richard provided a great amount of detailed content in a very conversational way and his keeping on schedule with all of the questions being asked was impressive”
Barry J.
“Very helpful, organized for the process and I am glad to be a charter member.”
Alex K.
“I am still learning- I like the relaxed atmosphere of the events. Very informative. Best value in the market for building a network of advisors you can trust. ”
John D.
“Excellent, the new site is user friendly, I enjoy seeing my first name on everything adding a special personal touch. Everything is readily available scrolling versus having to hunt through different tabs is spectacular as well, WONDERFUL DESIGN!!!!”
Jake S.
“Great information, valuable comments, congrats”
Eric B.
“Wilson family office is one of our go to sources for everything related to capital raising, investment strategy and risk adjusted returns”
Jake H.
“Richard’s webinars, seminars, and live stream videos are quite amazing in the insight he regularly shares. The membership is valuable if you are setting up a family fund or seeking to partner with family fund offices”
Karen R.
“Great resource, the information provided is timely, accurate, and useful.”
George M.
“The videos are always well done and insightful. I am now investigating attending the funding conferences the Family Office Club hosts due to the key players they draw.”
Mike A.
“Very knowledgeable staff, and ready to answer any questions.”
Paul L.
“The videos are short, quick, and to the point. The live events are great – I made 32 new friends at Capital Con and picked up 5-6 capital raise requests. Daphny, Andres, and Jennifer were very helpful in compensating me for the Philadelphia live event (the date was switched after I had already made flight and hotel reservations, which were non-refundable). I’m very happy with my Charter Membership and highly recommend this Organization as it is yielding positive relationships and results.”
Andrew L.
“Great source of rare and valuable information!”
Bruno K.