FAMILY OFFICE
EVENTS
We host monthly live physical events and weekly digital programs for our members. Join FOA to have full physical and digital events access.
MEMBERS-ONLY EVENTS
These online events are MEMBERS-ONLY. Members will receive invitations to online events via their registered email address.
October 6, 2022 at 12:00pm - New York
Citrin Cooperman Dealmaker Lunch
This special event hosted by Citrin Cooperman is an extraordinary opportunity for Single Family Offices to strengthen relationships and forge new ones. This is a must-attend event for those looking to expand their network and gain insights from industry thought leaders.
October 12, 2022 at 11:30am - Los Angeles
Private Salon
Balancing Our World and Meaning: A Discussion of Our Global Economy and Personal Legacy.
This session will be a balance of the current world and future legacy. Ed Gonzalez will provide an analysis of the current global economy and investment environment. Joe Lumarda will address the meaning "Legacy", how it is envisioned and what happens at "The Meeting".
October 12, 2022 at - Los Angeles
Real Estate Investor Reception
The afternoon will be spent networking over hors d'oeuvres and cocktails with the leaders in the Los Angeles Real Estate Investor Family Office Community. Learn how some of the most successful real estate investors are still finding strong investment opportunities in various markets around the country.
There are limited spots as this is an invite-only reception. First come first served (please do not transfer this invitation).
October 12, 2022 at - Los Angeles
Private Dinner
Hosted by The Wilkinson Corporation, this is a special opportunity for an intimate group of family office attendees to learn from one of America’s most successful long-term investors in real estate.
Please RSVP through this Eventbrite page. This is an exclusive, invite-only event. Invitation non-transferrable.
October 12, 2022 at - Los Angeles
Private Dinner
Hosted by Boomerang Capital Partners, this is a special opportunity for an intimate group of family office attendees to learn from one of America’s most successful long-term investors in real estate.
Please RSVP through this Eventbrite page. This is an exclusive, invite-only event. Invitation non-transferrable.
October 27, 2022 at - New York
Private Dinner
Hosted by The Wealth Preservation Solutions, this is a special opportunity for an intimate group of family office attendees to network and build relations as they gain valuable insights in business and finance.
To RSVP please contact Kathleen at kathleen@familyofficeassociation.us.
December 1-4, 2022 | Miami, FL | Art Basel Week
Join top family office executives in a networking and learning event alongside a series of luxury Art and Lifestyle events throughout the Art Basel week.
PAST EVENTS
September 12, 2022 at 7:00 p.m. - New York
WEB3 X RUNWAY
Join us for an exclusive first peek at Bridge’s newest NFT product followed by a metaverse meets the real world fashion show presented by Bridge CEO, Gregory Pellitteri, at one of New York’s most innovative and unique spaces.
Come and enjoy hors d'oeuvres, cocktails, an incredible DJ, amazing fashions and live art.
August 24-26, 2022 | Newport, RI | Summer Retreat
August 17, 2022 at 5PM - Beverly Hills
Private Summer Social
August 17, 2022 at 11:30am - Los Angeles
Private Salon
August 15, 2022 at 9:30am - Los Angeles
LA Tech Week : A Family Office Perspective
August 10, 2022 at 2:00PM - San Francisco
Private and Intimate Social Hour
August 10, 2022 at 11:00am - San Francisco
Your Family Matters - Luncheon
July 18-20, 2022 | Newport, RI | OPAL Family Office and Private Wealth Management Forum
June 29, 2022 at 5:30 PM PDT | Los Angeles | Real Estate Investor Reception
June 29, 2022 at 11:30 AM PDT | Los Angeles | Private Salon
June 17, 2022 at 7 PM EDT | New York | Metaverse & Web3 Launch
May 25, 2022 | Nashville, TN | Private Dinner
May 25, 2022 | Charleston, SC | Private Dinner
May 18, 2022 | New York City | Salon at the Arader Galleries
May 11, 2022 | San Clemente, CA | Real Estate Reception & Private Dinner
May 4, 2022 at 3PM PT | Beverly Hills | Soirée at a Private Mansion
May 4, 2022 at 11:30AM PT | Beverly Hills | Private Salon
April 9, 2022 | Miami | Pool Cabana Party
April 7, 2022 | Miami | Cocktail Soiree
March 31, 2022 | New York | Private Event
March 30, 2022 | New York | Private Event
March 23, 2022 | Las Vegas | Private Event
An intimate private event for family offices in Las Vegas.
March 17, 2022 at 6:30PM PT, Culver City, FOA Signature Event: 2022 Spring Celebration
This night will feature new work from Kimberly Ovitz and honor impact leaders in the community such as Peter H. Diamandis MD, George Taylor, and J. Gresham Barrett.
March 16, 2022 at 5:30PM PT, Beverly Hills | Real Estate Reception
A private event focused on real estate networking for family offices hosted by Family Office Association in partnership with Greenbridge Investment Partners and ICON Wealth & Legacy Partners.
Feb 16, 2022 @ 5:30pm - Los Angeles
FOA & Gotham Green Partners Private Event
A private dinner hosted by Family Office Association, in partnership with Gotham Green. Details to be announced, soon.
Feb 16, 2022 @ 11:30am - Los Angeles
Private Salon
Building the Easy Button to Decarbonize Transportation - Founder and CEO Frank Mycroft will be sharing some of the secrets behind how Booster is both powering and decarbonizing the delivery of everything. We'll discuss the modern megatrends transforming the retail and service economies as well as the resulting opportunity to apply systemic thinking, technology innovations, and policy breakthroughs to reinvent how energy is delivered.
The Emerging World of Plant Medicine & Personal Empowerment - Jamie Greene will share some of his 30-years of experience as a Psychotherapist and Leadership Trainer and the emerging use of Plant Medicines and Psychedelics as a tool for personal growth and empowerment.
Feb 4, 2022 @ 12:00pm - Miami
Pool Cabana Party
Come and join us as we celebrate with good music, fun company, and your favorite cocktail!
It will be an afternoon of relaxation at the iconic bowtie pool with a view of Fontainebleau’s oceanfront oasis. Sit back, take a sip of your favorite cocktail, cool down, and let us take you to a distinct experience under the Miami sun and the ocean breeze.
Jan 26, 2022 @ 5:30pm - New York
2022 FOA NYC Winter Summit
Learn about the potential of accumulating wealth through NFTs and GameFi. This 3-hour program is for FOA Members, Family Office Members, Executives, Single Family Office, and Investors.
2022
Miami Event
Details to be announced, soon.
If you are an investor, family member or single family office and would like to participate, please register.
2022
Private Dinner & Cocktails
A private dinner hosted by Family Office Association, in partnership with Gotham Green. Details to be announced, soon.
If you are an investor, family member or single family office and would like to participate, please register.
2022
Private Salon
Our monthly LA salons are an opportunity to network with your peers to discuss investments, philanthropy, and family office operations. Exclusive to members, these events are limited to 20 guests. It is an exclusive gathering hosted by Joelle Jarvis & Kathleen Tepley of the Family Office Association.
2021
The Emerging World of Plant Medicine & Personal Empowerment
Speaker: Jamie Green
Psychotherapist & Motivational Coach
2021 Tony Robbins Immersive, Interactive Event
Tony Robbins shares insights from 50 of the World's Leading Financial Minds in a fully interactive virtual session. FOA's Angelo Robles will sit down with Tony Robbins along with Ajay Gupta and Christopher Zuck for post-Covid insights for your family office.
2021
American Group Travel Awards in Miami
In partnership with the American Group Travel Awards and St. Jude's Children's Research Hospital, the annual American Group Tavel Awards recognizes the best of the best in group travel. Join Family Office Association in attendance for cocktails, dinner and awards ceremony at the Nobu Hotel South Beach.
2021
FOA Art Basel Miami
We are hosting a series of intimate and fun afternoon social interactions, art presentations, and dinners at Art Basel Miami. This is exclusively for our members. Click below to JOIN Family Office Association and be invited to this and our other special events!
Virtual Masterclass
Managing Sovereign Risks for Family Offices
Have you considered the importance of dealing with predictable existential threats… events that have the potential to massively disrupt the lives of present and future generations? Often these events have a low probability in a given timeframe but HIGH consequences when they take place.
This Masterclass will help you think through the probabilities so you can make an informed decision.
Los Angeles
EXCLUSIVE In-person Monthly Salon Series
Hosted at an exclusive private residence, our monthly LA salons are an opportunity to network with your peers to discuss investments, philanthropy, and family office operations. Exclusive to Members, these events are limited to 15 guests.
Virtual Masterclass: How to Smartly Invest in Cryptocurrencies
Are you interested in cryptocurrencies as a potential investment?
Do you want to make the best-informed decisions investing in cryptoassets?
Are there aspects of the crypto ecosystem that are overwhelming or confusing?
If the answer to these questions is YES, then the Family Office Association Member-only Crypto Masterclass is for you. This two-hour virtual Masterclass is free for dues-paying members of the Family Office Association. After attending the virtual Masterclass, you will better understand the crypto ecosystem, risks, probabilities and will be able to make more informed decisions.
We interviewed 112 global single family offices and learned that 31% have crypto investments. Of those, 52% say these investments make up less than 2% of the total portfolio, but 47% plan to allocate more to cryptoassets. 77% of those not invested are strongly considering making an allocation.
We interviewed 112 global single family offices and learned that 31% have crypto investments. Of those, 52% say these investments make up less than 2% of the total portfolio, but 47% plan to allocate more to cryptoassets. 77% of those not invested are strongly considering making an allocation.
Greenwich, CT: OCT 2021
In-person Peer-to-Peer Coffee Roundtable
Hosted by The Family Office Association in coordination with FTS.
The family office members of the Family Office Association and select family office guests that apply to attend may join us for this special coffee roundtable in Greenwich CT.
This is a peer-to-peer facilitated gathering of family members, investors, and family office executives only, no presentations no guest speaker. You talk and choose the topics to discuss including investing, the economy, family office operations and structures, talent in the family office, cyber concerns, technology, etc.
The family office members of the Family Office Association and select family office guests that apply to attend may join us for this special coffee roundtable in Greenwich CT.
This is a peer-to-peer facilitated gathering of family members, investors, and family office executives only, no presentations no guest speaker. You talk and choose the topics to discuss including investing, the economy, family office operations and structures, talent in the family office, cyber concerns, technology, etc.
Oct 2021 NYC: In-person Event
Salon at the Arader Art Galleries: Art. Impact. Philanthropy.
Members will join us for an exclusive art tour with our host, Angelo Robles of the Family Office Association, and speakers Mike Packman of Keystone National Properties, Walter Arader of Arader Galleries and Elizabeth Burdette of SignatureFD at Arader Galleries in Midtown Manhattan.
An intimate afternoon of art, impact and philanthropy with cocktails and a private dinner to follow.
An intimate afternoon of art, impact and philanthropy with cocktails and a private dinner to follow.
New York City | Sept 2021
EXCLUSIVE Immersive Experience
Family Offices & Digital/Crypto Assets
Join Angelo Robles, a leading voice on family offices and the crypto ecosystem, as he shares his experience and insights. We'll dive much deeper than Bitcoin and Ethereum...covering Decentralized Finance (DeFi), NFTs, the Metaverse, Social Tokens (the next big thing) and more. From the nuts and bolts of executing transactions to the bigger picture risks, challenges and future potential, learn everything you didn't know you needed to know about the space.
Learn why the world's greatest investors - from iconic macro traders and legendary hedge fund managers - are diving into the space and calling crypto ' the greatest asymmetrical investment opportunity of our lifetime.' MEMBERS ONLY
Learn why the world's greatest investors - from iconic macro traders and legendary hedge fund managers - are diving into the space and calling crypto ' the greatest asymmetrical investment opportunity of our lifetime.' MEMBERS ONLY
New York City Roundtable & Cocktails
Hosted at an exclusive private club, members will gather for peer-to-peer investment discussions as well as roundtables on advanced asset protection and asymmetrical investments.
New York City Roundtable & Cocktails
Hosted at an exclusive private club, members will gather for peer-to-peer discussions on a variety of topics. Sessions to be announced closer to date.
Investing in Disruptive Innovation Blockchain, FinTech and Decentralized Finance: A VC's Perspective
Featuring: Jalak Jobanputra, Founding Partner, Future\Perfect Ventures
Investing Right Now in Exponential
Medical Technologies
Featuring: Jeff Stephens & Scott VanderMeer, co-Founders, Infusion 51a CLICK
Biotech Related Investment Opportunities
Featuring: Dr. Sanjay Patil
Family Office and Professional Investor Shares Insight How His Portfolio Has Adapted in 2020
Featuring: Martin Gross, Family Office and Investor
Raoul Pal Global Macro Investor, Leading Investment Strategist, Traveler and Rum Drinker on the Greatest Asymmetrical Trade in Decades!
Featuring: Raoul Pal, Goldman Alum, Retired Macro Hedge
Fund Manager, Co-Founder, Real Vision
Extraordinary Macro and Investment Strategist on Monetary Policy, The Fed, IMF, Asymmetrical Investment Analysis and Bitcoin
Featuring: Lyn Alden, Founder & CEO, Lyn Alden Investment Strategy
Director of the Global Projects Center at Stanford University on The Technologized Investor: Innovation through Reorientation
Featuring: Ashby H. B. Monk, PhD, Executive Director, Global Projects Center, Stanford University
Marc Faber of Gloom, Boom & Doom Report! Highlighting Unusual Investment Opportunities Around the World.
Marc Faber, Founder, Gloom, Boom & Doom Report
If You Could Only make Three Investments Over the Next Decade What Would They Be?
Featuring: James (J.J.) Sowers, Family Office, Alternative Assets Investor
What is Money? The Past and Future of Money. Self Sovereignty
Featuring: Robert Breedlove, Founder & CEO | Parallax Digital
Jim Rickards on The New Great Depression: Winners and Losers in a Post-Pandemic World
James Rickards, Economist and Best Selling Author
PAST SPEAKERS
We are well known in the industry for providing the highest caliber speakers and guests at our events. Now that we have moved online, guests are joining us remotely, given our members and even greater opportunity to clearly connect and interact. In addition to family office industry experts, we also bring in legendary investors and business leaders, authors, athletes and politicians to bring a unique outside perspective in and create value for our members.
PAST ONLINE EVENTS
Tapping the Liquidity in Alternative Investments
Featuring: Brad Heppner, CEO, Beneficient
Startup Investing in the Energy and
Deep Tech Sectors
Featuring: Anton Brevde, VC
What’s Next for Emerging Markets?
Featuring: Arjun Divecha, Head and Founder, GMO,
Emerging Markets Equity Team
Successful Socially Aware Entrepreneur Shares Insights on Starting Companies to Change the World
Featuring: Gunnar Lovelace, Founder & co-CEO, Good Money and
Founder, Thrive MarketsUnderstanding Global Wealth Trends
Featuring David Friedman, Co-Founder, WealthX
Why the Super Rich Invest and Buy Banks in Europe
Featuring: Marnin J. Michaels, Partner, Tax / Wealth Management
Baker McKenzie Zurich
Millennial Technologist on How Cryptocurrencies are Changing Everything
Featuring Joey Krug, Co-CIO, Pantera Capital
Art as an Asset Class and Store
of Wealth During Turmoil
Featuring Mary Elizabeth Klein, Art Advisor
Tik Tok. Microsoft. The Wolf Warrior.
Featuring: Vivek Wadhwa, Professor and Futurist
A New Liquid Way to Invest in VC
Featuring: Chris Shen, Co-Founder, Projectm Ventures
Dual Swiss and U.S. Citizen, Attorney and Investor Shares his Geo-political Thoughts
Featuring: Raez Jafri, Founding Partner, Withers Consulting
Between the Devil and the Deep Blue Sea: A Discussion on the Economy and Where to Invest!
Featuring: Alan C. Snyder, Managing General Partner, Shinnecock Partners (30-year Family Office investment boutique)
Meet the First Man to Walk Across the
North and South Poles
Featuring: Robert Swan, Explorer and Philanthropist
China and the United States: Implications and Strategic Business Roadmaps
Featuring: Jason Ma, CEO and Chief Mentor of ThreeEQ
Tax Mitigation Planning for the Super Rich
Featuring: Edward Renn, Partner, Wealth Planning & Tax, Withers Worldwide
One of the Most Powerful Tax Beneficial Structures for Billion Dollar Families
Featuring: Brad Barros, Co-Founder, Private Risk Capital and Louis Zuckerbraun, GMG Financial
Sir Ronald Cohen on
Making an Impact
Featuring: Sir Ronald Cohen, Author, Investor, Philanthropist
Families in Transition:
How to Lose a Fortune
Featuring: Paul Morelli, Founder, Vernal Point
How the World's Greatest Family
Dynasties Protect their Wealth
Featuring: Jim Blom, Global Family Office Advisor
Duke Basketball Player on Politics,
Race Relations, and Social Unrest
Featuring: Reggie Love, former Duke Basketball Player, Advisor
on Social Justice, and former Special Assistant and Personal
Aide to President Barak Obama
Aide to President Barak Obama
The Impact of Tech on
Wealth Management
Featuring: David Teten, Entrepreneur and Technologist
Successful Back to School/Fall
Transitions During COVID-19
Featuring: Emily Donaldson DeVoto and Joelle Jarvis, Mindset Partnership
10 Points to Check Before Working for a
Billionaire Family Office
Featuring: Swen Lorenz, Entrepreneur, Author & Consultant
Family Offices and
Cyber Security
Featuring: Marsh & K2
Successfully Investing in
Asian VC for Decades
Featuring: Soo Boon Koh, Founder, iglobepartners
Next Generation Engagement and
Changing the World
Featuring: Casey D. Rotter, Unicef USA
and NextGen Leaders: Carlton DeWoody and Layla Yarjani
Biggest Trends in Cities and How
Technologies Will Reshape Our Lives
Featuring: Alex Lightman, Founder, The Lightman Report
Americares CEO Christine Squires
on Philanthropy
Featuring: Christine Squires, CEO, Americares
Enhancing Your
Performance
Featuring: Joelle Jarvis, Mindset Mastery
Swiss Bank Accounts and
Navigating Through the EU
Featuring: David Lesperance, Attorney & Allan Maksymec,
Strategic Swiss Advisors
Investing in Micro Cap
Public Companies
Featuring: Marcus Frampton, Micro Cap Newsletter
Neuro Science to
Enhance Performers
Featuring: David Bach, Founder, Platypus
The Modern Family
Office Structure
Featuring: Allan Zachariah, CO-CEO, Pathstone
Advanced Insurance Planning for Extraordinary Tax and Wealth Preservation Benefits for the Super Rich
Featuring: Brian Batson, Partner, Krupin Partners & Jay Judas, Esq., Life Insurance Strategies Group
Advantages for the Ultra Wealthy in Creating or Buying Offshore Insurers
Featuring: Ed Renn, Partner, Withers Worldwide
6 Mistakes Philanthropists Make During a Crisis (And What They Can Do Instead)
Featuring: Kris Putnam-Walkerly, Author & Founder, Putnam Consulting
Meet the Executive Producers of the Lord of the Rings Trilogy
Featuring: Mark Ordesky & Jane Fleming, Co-Founders, Court Five & Formally Executives at New Line Cinema
COVID HASN'T SLOWED US DOWN,
IT'S MOVED US ONLINE
In response to Covid, and in an effort to keep our members, families and guests safe, we have moved our events online. In addition to our private member portal, we are offering multiple Zoom video calls each week where members and guests can interact. To learn more about how Family Office Association has changed, watch the video below for information from founder and CEO, Angelo Robles.