The Direct Investment & Deal Flow Summit

DI & DF 1-pagerFamily offices are constantly in pursuit of excellent direct investment opportunities and our annual Direct Investment & Deal Flow Summit is the only conference that brings together family office investors with off-market deal flow.  For one day only, family offices, dealmakers, and private businesses will connect for one singular pursuit: to get a deal done.  Attendees will also enjoy insightful presentations and panel discussions chock-full of real-world direct investing insights from family office investors.

Admission to the Direct Investment & Deal Flow Summit is limited to the first 350 participants, so if you would like to reserve your seat today please complete the form at the bottom of this page.

Date: Monday, June 27th, 2016

Venue: The Edison Ballroom in Times Square | 240 W 47th St, New York, NY 10036

Admission: Standard – $1,195 | At the Door – $1,350 | Charter Members – Free

Agenda: The Agenda for the Direct Investment & Deal Flow Summit will be released shortly. You can download the 2015 Direct Investment & Deal Flow Summit Brochure PDF by clicking here

Register: You can register online at the bottom of this page, by phone at (305) 503-9077 or by downloading the booking form here – Booking Form

Sneak-Peek of the 25+ Single Family Office Speakers:

Paul Paul Carbone
Pritzker Group
(Single Family Office)

Theodore O’Brien
The Miami Family Office
(Single Family Office)

Michael Felman Michael Felman
MSF Capital Advisors
(Single Family Office)

Wendy Craft Wendy Craft
Gonzalez Family Office
(Single Family Office)
Neil Wolfson Neil Wolfson
SF Capital Group
(Single Family Office)

Richard C. Wilson Richard C. Wilson
The Miami Family Office
(Single Family Office)

Candice Beaumont Candice Beaumont
L Investments
(Single Family Office)

Federico Federico Benavides
Beamonte Investments
(Single Family Office)
James McKinney
McKinney Properties
(Private Investment Firm)

Gary Gary Monroe
Gilder Office for Growth
(Single Family Office)

Benefits of Attending


  1. Build Your Family Office Co-Investment Network: Network with peers in the industry, build and reinforce strategic relationships and gain personal connections. Rapidly expand your relations with family offices who are looking for direct investments, co-investments and club deals.
  2. 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.
  3. 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.

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-FreeRisk 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 350 participants we had an exact refund rate of 0%. Our full refund policy can be found here.

Fill out my online form.

Questions? Call us at (305) 503-9077

We look forward to meeting and networking with you at this family office conference and hopefully a few more of our events in 2016.



Richard C. Wilson
CEO & Founder
The Family Office Club
(305) 503-9077
328 Crandon Blvd. Suite #223
Key Biscayne, Florida 33149