Submit an Investment Opportunity

Deal Submission Criteria:

We have a wide variety of investor interests so currently our investor club is open to many types of investment opportunities ranging from profitable growing companies to startups, private equity or hedge funds, real estate development projects, or energy deals. We are focused on deals in the United States, we are not focused on bank instrument investments, exotic currency investments, or global investments at this time. We also do not act as a foundation or conduct charitable giving as a group, so we do not review those opportunities either.

While we conduct investment due diligence as a group, we invest independently unless there are many investors interested in which case we may form special purpose vehicle (SPV) for that deal. Please submit your deal below, and our team will be in touch regarding initial questions and next steps. While we will always review submissions from those who are members of the Family Office Club platform first, that is not required and it does not ensure we will have interest in the deal.

Many of our investors are retired, some have sold their companies, others are full time surgeons or business owners, please allow for 10 days for our team to review what is submitted and get in touch before expecting to hear back.