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In this high-level Family Office Club panel, leaders managing billions in assets share their current investment mandates, how they’re navigating market uncertainty, and the creative deal structures driving results right now.

Hear from experts in real estate, venture capital, alternative investments, and private equity as they discuss diversification strategies, opportunistic investing during times of distress, and the importance of listening for unexpected opportunities.

What You’ll Learn:
• Why chaos in the markets can create once-in-a-decade investment opportunities
• How to structure revenue-sharing, co-GP, and joint venture deals for win-win outcomes
• The overlooked role of diversification for long-term portfolio resilience
• Sectors top family offices are targeting right now — from AI to energy storage to hospitality
• How relationship-driven investing uncovers deals others never see
• Why alternative investments are becoming the dominant allocation for UHNW investors

📌 About Family Office Club
We host 30+ investor events annually, connecting family offices, private investors, and dealmakers worldwide. Learn more: https://familyoffices.com/

https://familyoffices.com/

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From capital raising realities to the non-negotiable role of trust, this Family Office Club panel brings together seasoned investors and family office leaders to share hard-earned lessons from decades of deal-making.

Whether you’re an investor looking to sharpen your vetting process or a founder trying to break into the world of direct and co-investments, this discussion delivers unfiltered insights you won’t find in a textbook.

What You’ll Learn:

- How “fake it till you make it” destroys investor trust (and what to do instead)
- The #1 way to secure warm introductions to the right investors
- The deal-killing red flags every investor spots instantly
- How to position your startup to appeal to industry leaders and strategic partners
- Why relationships still drive investment decisions in today’s digital era

📌 About Family Office Club
The Family Office Club hosts 30+ investor events a year, connecting capital raisers, founders, and dealmakers with investors worldwide. Learn more: https://familyoffices.com/

https://familyoffices.com/

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In this candid Family Office Club investor panel, leading family offices and venture investors reveal the first question they ask when vetting a CEO or deal — and why it can make or break an investment.

From uncovering hidden debt to testing a founder’s execution plan, these seasoned investors share the sharp, direct questions that quickly separate great opportunities from time-wasters.

What You’ll Learn:

- Why undisclosed debt can instantly kill a deal
- How to spot red flags in founder relationships (including co-founders who are secretly married)
- Why “real revenue” beats letters of intent or purchase orders every time
- The critical importance of use-of-funds and 5-year execution plans
- How to pressure-test competitive strategy in markets dominated by giants (e.g., Elon Musk)
- The fastest way to save time in due diligence and avoid dead-end meetings

📌 About Family Office Club
The Family Office Club hosts 30+ live events annually, connecting investors, founders, and dealmakers worldwide. Learn more: https://familyoffices.com/

https://familyoffices.com/

Send us a text

At this Family Office Club investor panel, top investors, venture accelerators, and wealth managers share how they source, evaluate, and negotiate direct and co-investment opportunities.

Learn real-world strategies for finding exceptional deals and securing favorable terms.

What You’ll Learn:

- How family offices and angels source exclusive, off-market deals
- Why relationships and trust are critical to deal flow
- Strategies to negotiate special terms, control provisions, and board seats
- The role of accelerators and networks in securing top opportunities
- Examples of asymmetric, high-value investments (music IP, niche real estate, tourism tech)

How strategic co-investors can unlock more capital faster

📌 About Family Office Club
The Family Office Club hosts 30+ live events annually, connecting investors, founders, and dealmakers worldwide. Learn more: https://familyoffices.com/

https://familyoffices.com/

Send us a text

Recorded live at the Hawaii Family Office Retreat, this powerhouse panel explores how leading investors are leveraging their entrepreneurial roots, NextGen family members, and innovative business models to allocate capital and scale effectively.

Key Topics Covered:

- How to source and acquire undervalued businesses from retiring founders
- The “silver wave” opportunity and wealth transfer trends
- Leveraging systems like EOS for scalable growth
- Identifying niche asset classes like RV parks for cash flow & appreciation
- Using AI to optimize hiring and due diligence
- Structuring deals for both short-term returns and long-term legacy building
- NextGen engagement, intergenerational wealth transfer, and family values

Whether you’re an investor, family office executive, or entrepreneur, this session is packed with actionable insights on scaling smart, building legacy, and creating resilient portfolios.

📌 Hosted by: Richard C. Wilson, Family Office Club
📍 Event: Hawaii Family Office Retreat
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I founded the Family Office Club 18 years ago—now with 20 team members, over 1,000 active investors, and 25 events annually. We’ve built over 40 AI tools using data from 300 events. Event calendar: https://familyoffices.com/
Ways to join: https://familyoffices.com/join/
Our most popular YouTube series covers capital raising, investor strategies, and billionaire interviews on Billionaires.com.

Want free resources or one of my books on investing, family offices, or raising capital? Just ask.
Richard@FamilyOffices.com | Text/WhatsApp: (808) 600-9260

https://familyoffices.com/

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In this inspiring segment, hear from this CEO on how purpose-driven investing can create real impact. She shares how her firm champions women founders, women leaders, and innovators who drive change worldwide. Learn her approach to building wealth with intention, giving back, mentoring future leaders, and balancing success with meaningful contributions.

Discover insights on:

- Investing with purpose and long-term vision
- Empowering women entrepreneurs and leaders
- Building intergenerational wealth responsibly
- Mentorship and guiding the next generation
-Combining profit with positive impact

Recorded live at the Family Office Club investor event in Hawaii.

📌 About Family Office Club
We connect investors, founders, and dealmakers through 30+ live events annually. Learn more at https://familyoffices.com/

https://familyoffices.com/

Send us a text

In this Family Office Investor Panel, top investors reveal how they source the most exclusive, off-market, and top 1% investment opportunities — plus the critical role estate planning plays in preserving wealth across generations.

What You’ll Learn:

- How to find and secure exclusive off-market opportunities in real estate, minerals, and energy
- Why direct-to-owner deal sourcing can unlock better pricing and faster closes
- The overlooked opportunities in small-balance commercial real estate lending
- Estate planning strategies that protect and grow wealth for future generations
- Using irrevocable trusts and generation-skipping trusts to minimize tax impact
- The role of relationships in uncovering litigation finance and private credit deals

From mineral rights to litigation finance, and from manufacturing resurgence to generational wealth transfer, this panel delivers actionable strategies for serious investors.

📌 About Family Office Club
We connect investors, founders, and dealmakers through 30+ live events annually. Learn more at https://familyoffices.com/

https://familyoffices.com/

Send us a text

We’re in the third year of the toughest venture capital market in decades. In this Family Office & Investor Panel, top investors and capital raisers share real-world strategies for securing funding, standing out from the crowd, and thriving in today’s high-interest, high-volatility environment.

What You’ll Learn:

- How to differentiate your pitch and make it memorable to investors
- Why “being real” and prepared beats chasing every shiny opportunity
- Leveraging opportunistic and non-correlated investments during downturns
- Why oil & gas, healthcare, and legal investments can build true portfolio resilience
- The case for midstream pipeline infrastructure as a mispriced asset class
- How short, targeted capital raises can reduce risk and attract investors faster

Featuring leaders in real estate, oil & gas, opportunistic funds, and alternative investments — with proven track records of navigating market cycles and delivering outsized returns.

📌 About Family Office Club
We connect investors, founders, and dealmakers through 30+ live events annually. Learn more at https://familyoffices.com/

https://familyoffices.com/