Unlike multifamily offices (MFOs) or institutional investors, where approval processes can be lengthy and involve multiple layers of decision-makers, single family offices often have the ability to make decisions with fewer hoops to jump through. This streamlined process makes them an ideal partner for those looking to raise capital, as their efficiency and direct decision-making can accelerate business growth.

In 2025, family offices are increasingly focusing on alternative investments and diversifying portfolios to drive long-term growth. According to J.P. Morgan’s report, nearly 45% of family office portfolios are allocated to private equity and other alternatives.

At our Single Family Office Summit in New York City (May 29–30, 2025), we’ll explore these emerging trends through expert-led panel discussions:

• Next-gen wealth management strategies

• ESG and sustainable investing

• Diversification in alternative assets

Capital Raised Through Our Platform:

• Universal Financial Consultants raised $3M in equity funding in 2024 by engaging directly with family offices through our investor portal.

• SmartBlocks secured $500K in equity funding in September 2024, demonstrating the powerful network our summit facilitates.

• DAVI raised $7M in equity funding in 2024, showcasing the tremendous growth potential that comes from networking with the right investors at our summit.

These real-world examples highlight the impactful results that our sponsors and participants achieve through direct engagement at our event.

By sponsoring the Single Family Office Summit, you will:

• Showcase your brand to a curated audience of decision-makers from single family offices, who are known for making quick, high-value decisions without the lengthy approval processes seen with MFOs or institutional investors.

• Gain access to VIP networking opportunities that directly lead to business growth.

• Position your firm as a leader in the family office and wealth management space.

Are you interested in gaining visibility to our group of high-net-worth investors?