Private Investor Advantage Workshop (Miami, United States - March 19, 2020): Case Studies, Worksheets and Example Deals -

The "Private Investor Advantage Workshop" conference has been added to's offering.

This is unique from other workshops where the organizer attempts to provide 30-35 new strategies and insights, this workshop is focused on small group discussions, implementation of tools taught at other workshops, and focused application of investor relations best practices.

The Private Investor Workshop is our most intensive training workshop 100% focused on the ultra-wealthy marketplace, and the investment activities of investors with net worth of $10M, $25M and well over $100M each. Through case studies, worksheets, and example deals closed instructor Richard C. Wilson will cover 30 different concepts related to the private investment industry in this one-day fast-moving workshop.

Benefits of Attending

  • Reshape your actions and position in the marketplace to be more naturally attractive and genuinely valuable to family offices to create more co-investment and deal flow opportunities.
  • Gain an edge over industry competitors who are not aware of or taking action to adjust to the multi-trillion dollar family office trend.
  • Understand why the family office industry is thriving, will do well through a recession, and is just starting to take shape.
  • Close more deals through superior options on investment structures, fee alignment, and avoiding the top mistakes that blow up family office deals consistently but are easily avoided.
  • Leave the workshop with specific quarterly goals to help move forward your family office industry relationships, position, and strategy.


10:00am - 10:15am Opening Remarks

10:15am - 10.45am Private Investor Facts & Trends

10.45am - 11:15am Ultra-Wealthy Investment Preferences & Case Studies

11:15am - 12:00pm How to Start a Family Office to Become a More Effective Investor

12:00pm - 1:00pm Lunch

1:00pm - 1:45pm Common $1M+ Mistakes Almost Every Ultra-Wealthy Family Makes

1:45pm - 2.30pm Ways to be a Smarter Investor - Strategies, Insights & Thinking Tools

2.30pm - 3:15pm Family Office & Investor Positioning Strategies & ROI

3:15pm - 3:45pm Use 7 Strategies to Double your (High Quality) Deal Flow

3:45pm - 4:00pm Closing Remarks


Richard C. Wilson

CEO & Head of Direct Investments in Real Estate & Operating Businesses

The Miami Family Office

For more information about this conference visit

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Laura Wood, Senior Press Manager
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