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Family Office One Pager - V3

This document summarizes a family office club that connects investors through live events. The club has over 3,000 registered investors and hosts 10 live investor summits per year. Members can leverage the club's network of over 1,000 members and 750 recorded investor mandates. The club also offers 10 capital raising and deal structure workshops annually and 100 recorded tax expert interviews.

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Torey
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148 views1 page

Family Office One Pager - V3

This document summarizes a family office club that connects investors through live events. The club has over 3,000 registered investors and hosts 10 live investor summits per year. Members can leverage the club's network of over 1,000 members and 750 recorded investor mandates. The club also offers 10 capital raising and deal structure workshops annually and 100 recorded tax expert interviews.

Uploaded by

Torey
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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(305) 503-9077 | Clients@FamilyOffices.

com

Our investor club connects you with 3,000+ investors for investment
strategies and to close deals through 15+ live events a year.

The Family Office Club cross-pollinates best practices, smart structures, tax insights,
and investment opportunities between investors & members seeking capital partners.

CAPITAL RAISERS INVESTORS

3,000+ ACCESS
Registered Investors INVESTMENTS
& 10 Live Investor from 1,000+ Members
Summits per year & InvestorClub.com

750+ LEVERAGE
Recorded Investor Our 10 Live Investor
Mandates Club Events a Year

10
Capital Raising and
ACCESS 100
Deal Structure Recorded Tax
Workshops a Year Expert Interviews

#1 Largest Global Association of Registered Family Offices | U.S. Family Office Conference Series
Our Media FamilyOffices.com | CommercialRealEstate.com | Billionaires.com | InvestorClub.com | PitchDecks.com
Platforms | DoctorsInvestorclub.com

How to Leverage the Family Office Club

#1 Ultra-Wealthy Private Investor Deal PitchDecks: 360 51 Industry Specific Leverage Strategies,
Investor Conference Sourcing & Family Investor Relations Investor & Family Structures & Our
Series Office Services Agency Office Directories Community’s Network

Our Team

Richard C. Wilson Adriana Tassini Laura Clay Andres Ospina Daphny Obregon Ellie Hojabri Kevin Coulston Vanessa Casal Jenn Meyers
CEO & Founder Vice President Head of Investor Club Managing Director Director of Investor Strategic Partnership Digital Media Event & Operations Investment and Operation
Relations Databases Director Director Director Manager

Rachael Merkel Holly Caliendo Rafael Tassini Jennifer Velasquez Brody Hagen Josie Janders Carlos Torres Tabatha East
Event Director Director of Charter Research Associate Membership Director Director of Charter Marketing Director Digital Media Designer Investment Project
Membership Memberships Manager

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