Private Family Office Circle™ — High Value Clients
Private Family Office Circle

The HVC — Private Family Office Circle

A reputation that transcends across 44+ jurisdictions.

Bringing together Principals across borders for private peer engagement, cross-border relationships and confidential investment opportunities on a global scale.

A circle that protects reputation, generational legacy and the risk that compounds across borders.

Private family office setting
Private environment · Global proximity
HVC private investment environment
Precision · Discretion · Alignment
THE VISION BEHIND THE CIRCLE

Exceptionalism means precision.

➔
I

Our vision is exceptionalism: after building a portfolio of 4,000+ UHNWIs, the next step was precision — not another environment for surface-level engagement.

II

After interviewing 100 Principals in 2025, the Circle addresses the structural gap where depth, discretion and cross-border alignment rarely exist together.

III

Principal-level participation without noise or dilution — creating discussions that influence real capital decisions through aligned relationships.

THE PRIVATE FAMILY OFFICE CIRCLE

The Private Family
Office Circle

The Circle brings together three valuable core pillars that cover demanding needs in cross-border settings.

01
Cross-Border Capital Proximity
02
Allocation Framework Visibility
03
Alignment-Driven Relationships
04
Non-Commercial Elite Deal Flow
05
Co-Investments & Alliances
06
Discrete Principal Participation
An important distinction.

The Circle consists of active vs. silent participants, including multi-generational family offices managing over 900+ years of generational wealth. The flexibility of the Circle allows discrete participation, yet proximity to each pillar that is relevant for the Principal. No obligations.

Cross-border global investment environment
One destination. Flexible Participation.
Private board room
Principal-level participation
ACROSS BORDERS, WITHOUT NOISE

Designed for Principals
and Allocators Operating
Across Borders.

✦

Family Office
Principals

✦

Capital
Institutions

✦

Allocators

➔

The purpose is not commercial facilitation, but to support principals in building high-quality, trusted relationships across borders.

Where participation becomes useful

Core Dynamics
of Participation.

PILLAR I

Peer Discussions

Monthly Principal-level discussions focused on the decisions that shape long-term capital:

◆
Capital allocation across markets and cycles
⌂
Governance across jurisdictions and generations
✦
Strategic positioning through geopolitical shifts
⟐
Long-term capital architecture and judgement

Not static knowledge exchange — conversations that sharpen capital thinking and decision-making.

Private peer discussion setting
Pillar I · Peer Discussions
Global cross-border proximity
44+ JURISDICTIONS · GLOBAL PROXIMITY
One place. Global proximity.
PILLAR II

Cross-Border Family Office & Capital Proximity

Relationships across 44+ jurisdictions give the Circle discreet proximity to family offices, allocators and relevant decision-makers.

We engage relationships aligned with a Principal's vision, geography and objectives — without constant physical presence across multiple environments.

44+Jurisdictions
900+Years combined legacy
1Discrete environment
PILLAR III

Confidential Deal-Flow and Co-Investment Avenues

Reputation compounds across borders, industries and generations. The Circle protects that context while creating direct proximity between family offices.

Confidential deal-flow, co-investment alliances and trusted introductions create credible entry into new industries and opportunities — with reputation and legacy kept at the centre.

✦
Confidential
Deal-Flow
◆
Reputation
& Legacy
⟐
Co-Investment
Alliances
➔Discover your cross-border potential.
Private investment opportunity
Pillar III · Confidential avenues
GLOBAL F1 ATTENDANCE

Formula 1
as a private setting for judgement.

01

A 3-day Conference with Cross-Border Allocators

Bringing together various industries, from real estate, to technology, energy and healthcare, the conference aims to address long-term perspective, private allocation incentives and sophisticated panel discussions and project showcases.

New York global business setting
02

Private setting.
Closer perspective.

Race weekends create a natural environment for trusted conversations between Principals, Executives and long-term partners.

Private yacht setting
03

One destination.
Shared standards.

Selected environments create proximity between people whose perspective, judgement and track record make the conversation worthwhile.

Formula 1 race setting
00DAYS
00HOURS
00MINUTES
00SECONDS
NEXT DESTINATION

Las Vegas.

19th–21st of November

Join us in Las Vegas for an exceptional Formula 1 setting combining high-level networking, private hospitality and the race weekend itself.

APPLICATION DEADLINE
25th of September
Las Vegas Formula 1 setting
Abu Dhabi Formula 1 setting
COMING UP

Abu Dhabi.

3rd–5th of December
SEASON FINALEPRIVATE SETTINGCROSS-BORDER CIRCLE

Close the season in Abu Dhabi, where the final race weekend brings the Circle together around trusted relationships, perspective and long-term relevance.

APPLICATION DEADLINE
30th of September
Shanghai Formula 1 setting
GLOBAL SETTING

Shanghai.

A distinct Formula 1 setting for private hospitality, cross-border exchange and trusted relationships across capital, technology and industry.

◆ Capital ◈ Technology ◇ Infrastructure ✦ Industry
SEEN IN THE FAMILY OFFICE FACTORY

Relevance is built
in the right rooms.

Our events have been published multiple times in the Family Office Factory, showcasing relevance, professionalism and excellence in the private wealth sector.

A brief conversation with Founder & CEO Colten Ratz displays the importance of family office relationships in challenging dynamics and cross-border settings.

EXECUTIVE PERSPECTIVE

Manoj Nainani
Executive Vision on Cross-Border Growth.

During this brief exchange Manoj Nainani is sharing his executive perspective on the importance of long-term relationships and cross-border growth. With a track record of successfully scaling organizations past the $50 MLN mark in (water)infrastructure and energy across southeast Asia, his vision embodies that the most valuable relationships are created long before an opportunity arises. Given his strong background in Southeast Asia, attending Singapore was the logical next step.

“I wasn't looking for another network,
I was looking for a different ecosystem.”

EXECUTIVE PERSPECTIVE

Kaveer Seerpersad
CEO, Raysons Group Healthcare.

Innovative Healthcare consulting and commercial enabling business, including healthcare AI. Working right now on a mobile solar energy solution, his need to engage with Principals across borders remains highly relevant. Sharing his vision on the importance of private settings, trust and cross-border visibility, where reputation and legacies are well protected, participation in our Private F1 Gathering is not perceived as luxury, but a must.

WHO'S INSIDE

Selected Principals.
Shared standards.

The Circle is intentionally selective. Names and profiles are presented where participation is appropriate and permission has been established.

Shane Durkee

Shane Durkee

Founder & CEO · Durkee InvestmentsLas Vegas, US

Colten Ratz

Colten Ratz

Founder & CEO · The Family Office FactoryChicago, US

Darrell Moon

Darrell Moon

CEO · Aspirational HealthcareUtah, US

Toby Hady

Toby Hady

Founder & CEO, FortunesseUS / UK / Monaco / Switzerland

Sher Afzal

Sher Afzal

Founder, Global CEO Club25+ Countries

Virendra Kumar

Virendra Kumar

CEO, WGP Family ClubCross-Border Principals

Dr. Harris

Dr. Harris

Group CFO UAE / GCCSenator India WBAIF

Harshdeep Singh Koli

Harshdeep Singh Koli

Founder, BWC (Global Investments)India

Kaveer Seerpersad

Kaveer Seerpersad

CEO, Raysons Group HealthcareSouth Africa / GCC

REPUTATION · SELECTIVITY · LEGACY

Protecting legacy
across borders.

The Circle is built for Principals who understand that reputation travels with capital. Every relationship, introduction and conversation is considered in the context of long-term trust.

Selectivity protects the quality of the room. Legacy stays at the centre — with discretion, judgement and cross-border relevance guiding participation.

Sharper judgement. Stronger relationships.

The Circle strengthens cross-border relationships and creates a place where judgement stays sharp, perspective is challenged, allocation travels across borders and Principals can test their thinking with trusted peers.

Selective strategic environment
Reputation · Selectivity · Legacy
Private Family Office Circle™ — High Value Clients
Private Family Office Circle

The HVC — Private Family Office Circle

A reputation that transcends across 44+ jurisdictions.

Bringing together Principals across borders for private peer engagement, cross-border relationships and confidential investment opportunities on a global scale.

A circle that protects reputation, generational legacy and the risk that compounds across borders.

Private family office setting
Private environment · Global proximity
HVC private investment environment
Precision · Discretion · Alignment
THE VISION BEHIND THE CIRCLE

Exceptionalism means precision.

➔
I

Our vision is exceptionalism: after building a portfolio of 4,000+ UHNWIs, the next step was precision — not another environment for surface-level engagement.

II

After interviewing 100 Principals in 2025, the Circle addresses the structural gap where depth, discretion and cross-border alignment rarely exist together.

III

Principal-level participation without noise or dilution — creating discussions that influence real capital decisions through aligned relationships.

THE PRIVATE FAMILY OFFICE CIRCLE

The Private Family
Office Circle

The Circle brings together three valuable core pillars that cover demanding needs in cross-border settings.

01
Cross-Border Capital Proximity
02
Allocation Framework Visibility
03
Alignment-Driven Relationships
04
Non-Commercial Elite Deal Flow
05
Co-Investments & Alliances
06
Discrete Principal Participation
An important distinction.

The Circle consists of active vs. silent participants, including multi-generational family offices managing over 900+ years of generational wealth. The flexibility of the Circle allows discrete participation, yet proximity to each pillar that is relevant for the Principal. No obligations.

Cross-border global investment environment
One destination. Flexible Participation.
Private board room
Principal-level participation
ACROSS BORDERS, WITHOUT NOISE

Designed for Principals
and Allocators Operating
Across Borders.

✦

Family Office
Principals

✦

Capital
Institutions

✦

Allocators

➔

The purpose is not commercial facilitation, but to support principals in building high-quality, trusted relationships across borders.

Where participation becomes useful

Core Dynamics
of Participation.

PILLAR I

Peer Discussions

Monthly Principal-level discussions focused on the decisions that shape long-term capital:

◆
Capital allocation across markets and cycles
⌂
Governance across jurisdictions and generations
✦
Strategic positioning through geopolitical shifts
⟐
Long-term capital architecture and judgement

Not static knowledge exchange — conversations that sharpen capital thinking and decision-making.

Private peer discussion setting
Pillar I · Peer Discussions
Global cross-border proximity
44+ JURISDICTIONS · GLOBAL PROXIMITY
One place. Global proximity.
PILLAR II

Cross-Border Family Office & Capital Proximity

Relationships across 44+ jurisdictions give the Circle discreet proximity to family offices, allocators and relevant decision-makers.

We engage relationships aligned with a Principal's vision, geography and objectives — without constant physical presence across multiple environments.

44+Jurisdictions
900+Years combined legacy
1Discrete environment
PILLAR III

Confidential Deal-Flow and Co-Investment Avenues

Reputation compounds across borders, industries and generations. The Circle protects that context while creating direct proximity between family offices.

Confidential deal-flow, co-investment alliances and trusted introductions create credible entry into new industries and opportunities — with reputation and legacy kept at the centre.

✦
Confidential
Deal-Flow
◆
Reputation
& Legacy
⟐
Co-Investment
Alliances
➔Discover your cross-border potential.
Private investment opportunity
Pillar III · Confidential avenues
GLOBAL F1 ATTENDANCE

Formula 1
as a private setting for judgement.

01

A 3-day Conference with Cross-Border Allocators

Bringing together various industries, from real estate, to technology, energy and healthcare, the conference aims to address long-term perspective, private allocation incentives and sophisticated panel discussions and project showcases.