Family Office Events

FAMILY OFFICE
EVENTS

Family Office Association is famous for its in-person events. We have temporarily suspended these to keep everyone safe. During the pandemic we have moved all our events online – but we are more active than ever. Connect with peers and interact with thought leaders when you join a Family Office Association online event. 

“This summer I spent significant virtual time with several member families and family office chief executives. I’ve never seen such an extraordinary group of the best of the best more relaxed, open, and engaged. We shared our thoughts on reinventing their family offices from purpose, to structuring, to the importance of people and systems/processes. As others have said, the opportunity and benefits of change were there before COVID19 but there lacked the impetus to change/adapt. COVID19 has forced this upon us and although this virus is changing our lives and our interactions with others, it is also forcing us to do what we should have been doing all along: stress testing, adapting, and reinventing our engagement with family, business and the family office."

Angelo Robles, Founder & CEO Tweet

UPCOMING EVENTS

These online events are MEMBERS-ONLY. Members will receive invitations to online events via their registered email address. 

What’s Next for Emerging Markets?

TUES OCT 6 @ 2PM ET
Featuring: Arjun Divecha, Head and Founder, GMO,
Emerging Markets Equity Team

Successful Socially Aware Entrepreneur Shares Insights on How to Start Companies to Change the World

WED OCT 7 @ 1PM ET
Featuring: Gunnar Lovelace, Founder & co-CEO, Good Money and
Founder, Thrive Markets


Tapping the Liquidity in Alternative Investments

THURS OCT 8 @ 12PM ET
Featuring: Brad Heppner, CEO, Beneficient

Startup Investing in the Energy and Deep Tech Sectors

TUES OCT 13 @ 6PM ET
Featuring: Anton Brevde, VC

Understanding Global Wealth Trends

WED OCT 14 @ 5PM ET
Featuring David Friedman, Co-Founder, WealthX

Why the Super Rich Invest and Buy Banks in Europe

THURS OCT 15 @ 2PM ET
Featuring: Marnin J. Michaels, Partner, Tax / Wealth Management Baker McKenzie Zurich

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. 

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

Millennial Technologist on How Cryptocurrencies are Changing Everything

MON AUGUST 24 @4PM ET
Featuring Joey Krug, Co-CIO, Pantera Capital

Art as an Asset Class and Store
of Wealth During Turmoil

TUES AUGUST 25TH @2PM ET
Featuring Mary Elizabeth Klein, Art Advisor

Tik Tok. Microsoft. The Wolf Warrior.

WED AUGUST 26TH @2PM ET
Featuring: Vivek Wadhwa, Professor and Futurist

A New Liquid Way to Invest in VC

WED AUGUST 26TH @6PM ET
Featuring: Chris Shen, Co-Founder, Projectm Ventures

Dual Swiss and U.S. Citizen, Attorney and Investor Shares his Geo-political Thoughts

THURS AUGUST 27TH
Featuring: Raez Jafri, Founding Partner, Withers Consulting

Between the Devil and the Deep Blue Sea: A Discussion on the Economy and Where to Invest!

FRI AUGUST 28TH @4PM ET
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

TUES SEPTEMBER 1ST @ 2PM ET
Featuring: Robert Swan, Explorer and Philanthropist

China and the United States: Implications and Strategic Business Roadmaps

WED SEPTEMBER 2ND @5PM ET
Featuring: Jason Ma, CEO and Chief Mentor of ThreeEQ

Tax Mitigation Planning for the Super Rich

THURS SEPTEMBER 3RD @ 2PM ET
Featuring: Edward Renn, Partner, Wealth Planning & Tax, Withers Worldwide

One of the Most Powerful Tax Beneficial Structures for Billion Dollar Families 

FRI SEPTEMBER 4TH @2PM ET
Featuring: Brad Barros, Co-Founder, Private Risk Capital and Louis Zuckerbraun, GMG Financial

Sir Ronald Cohen on
Making an Impact

TUES SEPTEMBER 8th @2PM ET
Featuring: Sir Ronald Cohen, Author, Investor, Philanthropist

Families in Transition:
How to Lose a Fortune

WED SEPTEMBER 9th @ 2PM ET
Featuring: Paul Morelli, Founder, Vernal Point

How the World's Greatest Family
Dynasties Protect their Wealth

WED SEPTEMBER 9th @6PM ET
Featuring: Jim Blom, Global Family Office Advisor


Duke Basketball Player on Politics,
Race Relations, and Social Unrest

THURS SEPTEMBER 10th @ 2PM ET
Featuring: Reggie Love, former Duke Basketball Player, Advisor
on Social Justice, and former Special Assistant and Personal
Aide to President Barak Obama

The Impact of Tech on
Wealth Management

MON SEPTEMBER 14th @ 2PM ET
Featuring: David Teten, Entrepreneur and Technologist

Successful Back to School/Fall
Transitions During COVID-19

MON SEPTEMBER 14th @ 6PM ET
Featuring: Emily Donaldson DeVoto and Joelle Jarvis, Mindset Partnership

10 Points to Check Before Working for a
Billionaire Family Office

TUES SEPTEMBER 15th @ 11AM ET
Featuring: Swen Lorenz, Entrepreneur, Author & Consultant

Family Offices and
Cyber Security

TUES SEPTEMBER 15 @ 2PM ET
Featuring: Marsh & K2

Successfully Investing in
Asian VC for Decades

TUES SEPTEMBER 15 @ 8PM ET
Featuring: Soo Boon Koh, Founder, iglobepartners

Next Generation Engagement and
Changing the World

WED SEPTEMBER 16 @ 2PM ET
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

THURS SEPTEMBER 17th @ 2PM ET
Featuring: Alex Lightman, Founder, The Lightman Report

Americares CEO Christine Squires
on Philanthropy

FRI SEPTEMBER 18th @ 12:30PM ET
Featuring: Christine Squires, CEO, Americares

Enhancing Your
Performance

FRI SEPTEMBER 18th @ 2PM ET
Featuring: Joelle Jarvis, Mindset Mastery

Swiss Bank Accounts and
Navigating Through the EU

MON SEPTEMBER 21st @ 2PM ET
Featuring: David Lesperance, Attorney & Allan Maksymec,
Strategic Swiss Advisors

Investing in Micro Cap
Public Companies

TUES SEPTEMBER 22nd @ 2PM ET
Featuring: Marcus Frampton, Micro Cap Newsletter

Neuro Science to
Enhance Performers

WED SEPTEMBER 23rd @ 2PM ET
Featuring: David Bach, Founder, Platypus

The Modern Family
Office Structure

THURS SEPTEMBER 24th @ 2PM ET
Featuring: Allan Zachariah, CO-CEO, Pathstone

Advanced Insurance Planning for Extraordinary Tax and Wealth Preservation Benefits for the Super Rich

MON SEPTEMBER 28th @ 2PM ET
Featuring: Brian Batson, Partner, Krupin Partners & Jay Judas, Esq., Life Insurance Strategies Group

Advantages for the Ultra Wealthy in Creating or Buying Offshore Insurers

TUES SEPTEMBER 29th @ 2PM ET
Featuring: Ed Renn, Partner, Withers Worldwide

6 Mistakes Philanthropists Make During a Crisis (And What They Can Do Instead)

WED SEPTEMBER 30th @ 2PM ET
Featuring: Kris Putnam-Walkerly, Author & Founder, Putnam Consulting

Meet the Executive Producers of the Lord of the Rings Trilogy

THURS OCTOBER 1st @ 6PM ET
Featuring: Mark Ordesky & Jane Fleming, Co-Founders, Court Five & Formally Executives at New Line Cinema