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. 


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

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.


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

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 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
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 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 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.

September 12, 2022 at 7:00 p.m. - New York

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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


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. 


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

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


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.