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 WilsonConferences.com
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. 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. 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. 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. #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. #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. #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. 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. 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. 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. 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.