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
MEMBER-ONLY: Oct 26 2-4pm ET
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.
In this member-only Masterclass, I will also share with you “The 5 biggest mistakes the wealthy make when investing in cryptoassets”. As an experienced researcher, educator, and allocator in cryptoassets, I know that the biggest concerns of families and their single family offices include:
The advantages and disadvantages of different cryptoassets
The role of crypto assets in family office asset allocation
How to select and the optimal way to buy cryptoassets
How to safely secure/custody cryptoassets
How to compare cryptoassets to other asset classes
This virtual Masterclass will leave you far better informed and even if you decide to remain on the sidelines you'll be doing so from a position of knowledge.
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.
In this member-only Masterclass, I will also share with you “The 5 biggest mistakes the wealthy make when investing in cryptoassets”. As an experienced researcher, educator, and allocator in cryptoassets, I know that the biggest concerns of families and their single family offices include:
The advantages and disadvantages of different cryptoassets
The role of crypto assets in family office asset allocation
How to select and the optimal way to buy cryptoassets
How to safely secure/custody cryptoassets
How to compare cryptoassets to other asset classes
This virtual Masterclass will leave you far better informed and even if you decide to remain on the sidelines you'll be doing so from a position of knowledge.
Los Angeles: Nov 3, 2021
EXCLUSIVE In-person Monthly Salon Series3
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: Thurs. 11/4 2-4pm eastern
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.
As a wealthy investor, family principal, or family office executive you need to be aware of high consequence risks… assess how prepared are you, what are the range of outcomes, and what proactive planning and strategies can you implement.
Wealth preservation strategies, wealth transfer, forensic proof of ownership, conveyance, management, growth and transformation and protection, and the continuous operation of a family office are all at grave risk due to the systemic risks now maturing in likelihood and elevating in impact because of how interconnected our digital supply chains, physical supply chains, and financial systems are now and their mutual dependency and the extension of risk they pose to each other because of how disconnected and overextended they are and the total lack of preparedness by governments and family offices on assessing their true risks on national critical infrastructure failure and especially their continuous operations, access, interoperability, scalability, and availability.
This Masterclass will help you think through the probabilities so you can make an informed decision.
As a wealthy investor, family principal, or family office executive you need to be aware of high consequence risks… assess how prepared are you, what are the range of outcomes, and what proactive planning and strategies can you implement.
Wealth preservation strategies, wealth transfer, forensic proof of ownership, conveyance, management, growth and transformation and protection, and the continuous operation of a family office are all at grave risk due to the systemic risks now maturing in likelihood and elevating in impact because of how interconnected our digital supply chains, physical supply chains, and financial systems are now and their mutual dependency and the extension of risk they pose to each other because of how disconnected and overextended they are and the total lack of preparedness by governments and family offices on assessing their true risks on national critical infrastructure failure and especially their continuous operations, access, interoperability, scalability, and availability.
This Masterclass will help you think through the probabilities so you can make an informed decision.
Dec 1 - 4, 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!
Dec 5, 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.
“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."
These online events are MEMBERS-ONLY. Members will receive invitations to online events via their registered email address.
PAST EVENTS
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.
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.