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What do billion-dollar family offices really look for in deals? In this powerhouse panel discussion from the Family Office Club Summit, top investors and allocators managing over $1B+ in assets reveal their insights on deal flow, capital structures, real estate, healthcare, AI, venture capital, and more.

📈 Hear from industry leaders, including

- How to approach billion-dollar investors
- Common mistakes when pitching a family office
- Real estate and private credit outlook
- Structuring deals for long-term value
- Using AI and tech in investment due diligence
- Scaling from single deals to fund models

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I founded the Family Office Club 18 years ago—now with 20 team members, over 1,000 active investors, and 22 events annually. We’ve built over 50 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

Send us a text

In this fast-paced panel, active investors review and rate real brands and one-liners submitted by attendees—live. Watch as investors give their first impressions of logos and positioning statements, providing real-time feedback on clarity, impact, and uniqueness. This session offers actionable insights on how to sharpen your messaging, stand out from the crowd, and avoid the common pitfalls that get deals overlooked. Includes takeaways on using AI tools to craft powerful one-liners and improve pitch performance.

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I founded the Family Office Club 18 years ago—now with 20 team members, over 1,000 active investors, and 22 events annually. We’ve built over 50 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

Send us a text

John started in retail, pivoted to self-storage, and scaled a vertically integrated empire worth over $100 million. In this high-energy Family Office Club fireside chat, he shares how he raised capital, built teams, failed forward, and exited for millions—all while staying true to his boots-and-jeans authenticity.

✅ How he raised his first $1.5M with no prior track record

✅ Building trust with investors through transparency

✅ Lessons from two exits and a $1.8M personal return

✅ Why being in the right rooms matters more than ever

✅ And yes… the story behind that jacket

This is a masterclass in real estate, resilience, and relationship-driven capital raising.

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I founded the Family Office Club 18 years ago—now with 20 team members, over 1,000 active investors, and 22 events annually. We’ve built over 50 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

#SelfStorage #RealEstateInvestor #FamilyOfficeClub #CapitalRaising #PrivateEquity #WealthBuilding #Centimillionaire #StorageInvesting