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Daphny Obregon

✅ 14M Followers: 100 Billionaire Interview Series | Family Office | (305)677-3327

Daphny Obregon has accumulated nine years of experience in high-net-worth finance within a family office club setting.

Her role encompassed client service and wealth management, focusing on understanding the unique needs of high-net-worth individuals and families.

Daphny excels in client relationship management, providing tailored financial solutions by blending investment analysis and advisory.

She has actively organized networking events and seminars, fostering connections between clients and industry experts.

Continuous professional development has been a priority for Daphny to stay updated on market trends, investment strategies, and emerging technologies.

Her tenure at the Family Office Club has enhanced her expertise in finance, investment, and wealth management, enabling her to contribute significantly to the financial success of high-net-worth clients.

Highlights

Aug 16 · linkedin

You should read this article by our CEO Richard Wilson on Pro Athlete Mindset Training of the Top 1% Performers.

https://lnkd.in/eQuUsVpt

Jul 31 · linkedin

We are two months away from this upcoming summit in New York October 3-5th in Brooklyn. Today is the last day to take advantage of the early bird special 25-30% discount. You can reach out by calling 305-677-3327 to learn more.

Our Single Family Office Summit will feature 400+ investors, 125+ speakers on stage, 10 networking sessions, 1,000+ attendees, and will be the #1 single family office focused event globally in 2024.

This is a powerful event if you are an investor or looking for investors for your company, private equity firm, or real estate business.

We have spent $25M running our investor club and hosting 275+ live events the last 17 years, and are the #1 global thought leader on family offices with over 10 published books and 11 million social media followers and group members.

We ensure every event is dynamic, fast-paced, and ask every investor on stage what they are allocating into right now.

Daphny Obregon
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Location

Key Biscayne, Florida, United States