Family Office Conference


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Please check out our upcoming family office conferences in San Francisco, Los Angeles, and New York in 2014. We have a three day family office Super Summit coming up in Miami in November as well. One day will be focused on Co-investing, one day on single family office speakers, and one day on billionaire family offices. We have over 75 speakers booked right now for our family office conferences in 2014. At our Family Office Super Summit in Miami we have over 50 family office speakers at one event. That is more family office speakers at one event than any other family office conference anywhere in the world. To find out more about our family office conferences, please visit

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Family Office Conference

  1. 1. Family Office Conference
  2. 2. Disclaimer & Limitations Please do not use any advice within this or any other presentation without first consulting your compliance officer or legal counsel. 2
  3. 3. 20 + Events on Family Offices & Capital Raising in 8 Cities • Powerful Family Office & Capital Raising Conferences: In our 7th Annual Conference Series we bring a collaborative practitioner’s view to critical areas such as: co-investing & club deals, $1B family office best practices, single family offices, and capital raising. We are the only conference series to guarantee every event we offer, and we have over 75 family offices speaking at our events in 2014. Please see our current calendar for information on our family office conferences, capital raising workshops, and networking events.
  4. 4. Family Office Direct Investing & Co- Investing Event Family Office Direct Investment, Co-Investing & Club Deal Conference: Our Family Office Direct Investment conference is on Friday September 26th, 2014 in San Francisco and features family offices and co-investment and club deal experts from around the world. This is a one of a kind event focused exclusively on helping family offices construct a portfolio of operating businesses and equity stakes. Event Pricing: $1,595 Download the Brochure Here
  5. 5. Family Office Direct Investing & Co- Investing Event Benefits of Attending: • Build Your Family Office Co-Investment Network: Rapidly expand your connections to family offices who are looking for direct investments, co-investments and club deals. • Learn How to Structure Deals: Our family office speakers have completed direct investments with some of the largest Fortune 100 companies in the world, and together have conducted well over $1B in direct investments, hold over 1,000 total patents, and represent billions in capital. • Deal Flow & Due Diligence Best Practices: Discover step-by-step how family offices are attracting deal flow while still being discreet and private, and what standards are being followed while conducting due diligence on potential acquisition targets.
  6. 6. #1 Largest Family Office Conference • Family Office Super Summit: The #1 largest family office conference of 2014, our 3-Day Family Office Super Summit this year in Miami features 50+ speakers, a day dedicated to $1B+ family offices, dozens of single family offices, and over 500 delegates. • Early Bird Price: $1,695 (Expires August 1st, 2014) Regular Price: $1,997 • Download the Brochure Here
  7. 7. #1 Largest Family Office Conference Day 1 | Direct Investments, Co-Investing & Club Deals: On Day one of the event we focus exclusively on the critical topic of building a Portfolio of Operating Businesses & Equity Stakes. Day 2 | Single Family Office Speaker Series: On Day two we feature single family office discussion panels and speakers and dive into investment models, case studies, costly mistakes to avoid, and challenges unique to operating and investing as a single family office. While our closest competitor had just 6 single family offices speak at their largest event in 2013, we have that many during just one panel session. Day 3 | $1 Billion Family Office Speaker Series: On Day three we exclusively allow only $1 Billion+ family offices to speak. We have more $1 Billion+ single family offices and $1 Billion+ family offices overall at this Summit than at any other event in the industry.
  8. 8. #1 Largest Family Office Conference Benefits of Attending the Family Office Super Summit • Hear directly from leading single family offices and top multi-family office executives on how to operate, grow, and invest capital as a family office. • Learn more about how to structure co-investments, source deals, and allocate capital directly and to investment funds. You will see first-hand what criteria family offices consider while selecting fund managers. • Connect face-to-face with ultra-wealthy families, family offices, and industry peers to share resources and discuss opportunities to work together.
  9. 9. VIP 12 Month Conference Pass 12 Month VIP Conference Pass: For those who are interested in attending more than one of our events, we had 100 VIP Conference Passes available, and as of today (April 25th, 2014) we have 60 available for sale if you are interested. If you paid to attend all of our events it would cost $12,479, but with the season pass you can attend any or all of them for just $2,725. • With our 3-Day 500 delegate Family Office Super Summit priced at $1,997, this is the best possible value for those who have been to our events before and know that they are high quality, with great speakers and the highest quality venues.
  10. 10. VIP 12 Month Conference Pass VIP Pass Benefits: • VIP Reserved Seating & Special Speaker Access during live Family Office Conferences & The Family Office Super Summit (This is why the number of them are strictly limited) • Free Access to All Events: Family Office Conferences, Capital Raising Workshops, Networking Breakfasts, and the Annual Family Office Super Summit • 2 Minutes of Microphone Time to introduce yourself and your company at our Networking Breakfast Series in 5 cities (Limited to first 12 professionals who register to speak at each networking event) • Webinars: free access to all live & recorded Webinars (Over 9 Hours of Content)
  11. 11. Family Office Conference Risk Free Offer Risk Free Offer: If you attend any of our full-day conferences and find that you don’t get at least $2,000 of value, Wilson Conferences will give you 100% of your money back on admissions paid. You will also be allowed to keep the copy of the family office book and handouts for your trouble. At our last conference series in NYC with 450 participants we had a refund rate of exactly 0%.
  12. 12. Reserve Your Seat(s) To reserve your seat(s) for any of our events via credit card please complete the form below. You can also pay via credit card or check using our 2014 Wilson Conferences Registration Form. Event seats may also be purchased over the phone at (212) 729-5067. Registration must be completed to hold seats for you or your team to attend. Events are strictly limited to 125-175 professionals at most venues and 500 professionals for the 3-Day Family Office Super Summit in Miami. Note: If you would like, you may pay for the Super Summit or VIP Annual Conference Pass via a three month payment plan.