Family Office Events

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

“Last 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

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

6/24 @3pm
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.

7/1
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.

PAST EVENTS

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 Markets


Understanding 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

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.