2026 Palm Beach Single Family Office Forum: Five Days That Redefine the Future of Wealth, Legacy, and Strategy

March 23-24-25-26-27, 2026 | Hosted by Angelo Robles in Collaboration With Bryant Hayward & Alexander Galambos

50 Families. Five Days. The Week That Redefines How You Think About the Next Thirty Years.

You've built something extraordinary. The question is whether it survives contact with what comes next.

This gathering exists because that question cannot be answered alone.

Not through research. Not through advisors. Not through the echo chambers of conventional wisdom that tell you everything is fine, that systems self-correct, that the future will resemble the past.

You know better.

You've noticed the signals. The way capital is reorganizing itself. The way sovereign nations are quietly building parallel systems. The way artificial intelligence crossed the threshold from tool to autonomous agent—and how few people seem to grasp what that actually means.

The families who navigate the next thirty years will not be those with the most capital. They will be those with the clearest thinking, the most adaptive structures, and proximity to peers who see what they see.

That proximity gets built here.

I. THE THESIS

Systems collapse slowly, then all at once.

This is not pessimism. It is pattern recognition.

Detroit in 1955 was the wealthiest city per capita in America. Twenty years later, it was unrecognizable. Not because of a single catastrophic event, but because the systems that generated its prosperity contained the architecture of their own obsolescence—and no one inside those systems could see it happening until irreversible.

This is the Detroit Paradox: success that blinds institutions to the decay already metastasizing within.

Where do you see this pattern today?

In monetary systems where central banks monetize government debt indefinitely while claiming price stability. In geopolitical arrangements built for a unipolar world that no longer exists. In economic moats predicated on human cognitive advantage—just as machines surpass human intelligence in domain after domain.

The question is not whether transformation comes. The question is whether you are building for continuity or counting on permanence.

There is a difference.

Permanence assumes the rules stay constant. Continuity assumes they change—and engineers resilience accordingly.

II. WHY PALM BEACH

Palm Beach is not chosen for romance. It is chosen for signal clarity.

This is where American wealth has concentrated for over a century not because of climate or coastline, but because of what concentration enables: the density of strategic thinking that emerges when consequential families gather in proximity.

The conversations that happen here—in private homes, over dinners, during unstructured time—shape allocation decisions that move billions. They influence policy. They define what "sophisticated" means in family office practice.

Palm Beach is not a destination. It is an operating system for serious capital.

And for five days, that operating system becomes exclusively ours.

III. THE ARCHITECTURE: FIVE DAYS OF STRUCTURED INTELLECTUAL COLLISION

This is not a conference. Conferences exist to broadcast information. This exists to reconstruct mental models.

March 23-27. 50 verified single family offices. Zero fluff.

What makes five days non-negotiable: Trust requires time. The conversations that matter—about succession anxiety, allocation conviction, structural paranoia—don't happen in coffee breaks. They happen on day three, after shared meals, after someone says something that challenges your assumptions, after you realize the person across from you is operating at your level and grappling with identical questions.

The families who leave this gathering don't leave with pitch decks. They leave with relationships that compound over decades.

MONDAY, MARCH 23 | THE OPENING

Evening Reception

We begin with calibration. 50 families. Intimate setting. The energy of walking into a room and knowing within minutes: these are serious people doing serious work.

No presentation. No agenda. Just the space to connect before the intellectual intensity begins.

You'll know by the end of the evening whether the selection process worked. It always does.

TUESDAY, MARCH 24 | THE AWAKENING

12:00 PM – 4:00 PM

Angelo Robles's State of the System Address

We begin with total clarity.

A synthesis of forces converging to rewrite the operating rules: the fracturing of monetary hegemony, the industrialization of intelligence, the return of ideological competition, and what it means operationally for families managing capital across generational time horizons in a world where the old certainties no longer hold.

This is not futurism. This is pattern recognition applied to present conditions—delivered by someone who has spent decades studying how systems fail, how families adapt, and what separates those who see discontinuity coming from those who extrapolate from the recent past.

SESSION: The Battle of Ideas—"The Rise of Collectivist Ideology in America: Passing Fashion or Structural Renegotiation?"

When wealth taxes move from fringe policy to mainstream political platforms, when Modern Monetary Theory enters Federal Reserve discussion, when generational polling shows fundamental shifts in attitudes toward private property—you are not watching a political cycle.

You are watching the early stages of ideological renegotiation.

What does it mean for capital allocation? For multi-generational planning? For the social contract that has allowed concentrated wealth to operate relatively unmolested for decades?

Two exceptional thinkers. Two competing frameworks. Direct engagement with the question that keeps family office principals awake: Is this still an environment where generational wealth can be built and preserved?

SESSION: "Building the Three-Person Family Office for $10 Billion+"

Most family offices are bloated. Layers of redundancy. Bureaucratic drag. Professionals who justify their existence through complexity rather than outcomes.

Angelo Robles will present the counter-model: ultra-lean teams managing $10B+ with three core people, augmented by strategic specialists. How do you structure authority? What stays in-house versus outsourced? How do you prevent institutional calcification while maintaining continuity?

This is not theory. This is the operational architecture he has built and refined over decades with some of the world's most demanding principals.

Families will see the org chart, the compensation model, the decision-making framework, and the vendor ecosystem that makes this possible.

SESSION: "Infrastructure for Crisis: Who to Call When Systems Fail"

Wealth doesn't disappear. It transforms—sometimes elegantly through planning, sometimes violently through crisis.

The infrastructure required when traditional systems fail is not found in compliance manuals. It is found in the quiet professionals who have spent decades handling third-rail problems: regulatory investigations, family disputes that threaten succession, reputational crises, jurisdictional complexity, the gray spaces where discretion matters more than documentation.

This session is about knowing who to call, what they actually do, and why relationships built before crisis are exponentially more valuable than relationships built during crisis.

WEDNESDAY, MARCH 25 | THE CRUCIBLE

Full-Day Programming

This is the intellectual center of gravity. Sessions designed not to inform but to fundamentally shift how you think about the next decade.

SESSION: "The 50-Year Family Office—Engineering Dynastic Continuity Amid Discontinuity"

The families who endure three generations don't preserve structures. They evolve them faster than circumstances change.

What does a family office engineered for 2075 look like when:

• Decision-making augments human judgment with artificial intelligence
• Sovereign risk is existential, not theoretical
• Currency diversification is operational necessity, not optimization
• Succession planning must account for biotechnology extending lifespans while compressing generational transitions

This session presents frameworks, not philosophy—tested models for governance that survives founder transition, for preventing value dissipation across generations, for transmitting not just wealth but the discipline required to steward it wisely.

SESSION: "The Age of Intelligent Machines—What Competitive Advantages Survive Cognitive Commoditization?"

For the first time in human history, intelligence is no longer exclusively human.

When AI matches and surpasses human capability in legal analysis, medical diagnosis, financial modeling, strategic planning, and code generation—the competitive moats built on proprietary knowledge and analytical edge begin eroding.

So what replaces them?

Control of compute infrastructure? Access to proprietary data? Energy independence? Network effects machines cannot replicate? Human judgment in domains where stakes are high and error is catastrophic?

More urgently: What happens to agency, meaning, and purpose when intelligence is outsourced?

This is not a technical question. It is strategic and philosophical—and it will determine which families thrive in an AI-native world versus which become dependent on systems they do not control.

SESSION: "24/7 Autonomous Markets—AI Agents, Stablecoins, and the Invisible Infrastructure Layer"

While most families operate within traditional market structures, a parallel system is being constructed in real time.

Autonomous trading agents executing across global time zones. Stablecoins disintermediating banking rails. Decentralized liquidity pools processing billions with zero human intermediation. Protocol-based settlement that never closes.

This is not speculative. This is operational reality today for families positioned inside the emerging infrastructure.

The question is not whether this replaces legacy markets. The question is whether you understand it well enough to allocate intelligently—and whether you're positioned inside the transition or outside it.

Families already deploying capital into autonomous trading infrastructure will share actual strategies, actual positioning, actual lessons from the frontier.

SESSION: "The Future of Real Estate—From Physical Assets to Infrastructure for AI and Energy"

Real estate has been the anchor asset class for generational wealth for centuries. That paradigm is being rewritten.

As artificial intelligence demands exponential compute power, as energy becomes the fundamental currency of economic sovereignty, as remote work reorganizes population distribution—what does "real estate" even mean?

Data centers as critical infrastructure. The families who own the physical layer where AI computation happens control access to the most valuable economic resource of the next thirty years.

Energy production and storage. Solar farms, battery facilities, microgrids—real estate that generates power, not just occupies space.

Industrial and logistics networks. The backbone of physical production in an increasingly digital economy—where robots need buildings and autonomous vehicles need depots.

The death of traditional office? What happens to CBD real estate when knowledge work becomes location-agnostic and AI handles what junior professionals once did?

This session brings together families and operators at the frontier of real estate transformation—not defending the old model, but building the new one.

SESSION: The Battle of Ideas—"Gold, Bitcoin, Stablecoins—Which Survives the Reset?"

In a world where code increasingly replaces law, where energy is the ultimate currency, and where nations compete through technology rather than territory—what actually preserves wealth across systemic transitions?

• Gold: History's verdict. Physical. Sovereign-grade. But cumbersome, jurisdiction-dependent, and difficult to transact at scale.
• Bitcoin: Digital scarcity. Protocol-based sovereignty. Immune to debasement. But vulnerable to energy infrastructure disruption and regulatory assault.
• Stablecoins: Programmable liquidity. Instant global settlement. Protocol-native. But structurally dependent on the legacy banking system they claim to replace.

Three asset classes. Three philosophies. Three families who have made nine-figure allocations into each.

This is conviction backed by capital—families going on record with their positioning and the frameworks that drive it.

SESSION: "Venture Capital's Next Evolution—The Industrialized Creation Model"

Venture capital as traditionally practiced is dying. The "spray and pray" model of funding ninety failures to find one outlier is capital-inefficient and intellectually lazy.

The future belongs to industrialized venture—families and operators who are de-risking early-stage creation through operational scaffolding, vertically integrated support, and thesis-driven deployment.

Instead of funding random founders with pitch decks, they are building companies from first principles:

• Identifying market failures or emerging infrastructure needs
• Recruiting technical talent and pairing them with operational expertise
• Providing capital, yes—but also distribution, hiring pipelines, regulatory navigation, and go-to-market frameworks

This is not venture capital. This is company construction at industrial scale.

SESSION: "Rise of the Robots—Investing in AI, Robotics, and the Coming Production Revolution"

If China dominates robotics, advanced manufacturing, and energy infrastructure while America leads in software and AI, you do not have equilibrium. You have asymmetric dependency.

Can America remain economically sovereign if it cannot manufacture its own defense systems, semiconductor supply chains, or energy infrastructure?

For family offices, the question is sharper: Where are the asymmetric opportunities versus the narrative-driven speculation?

Families who deployed early into robotics companies, AI chip infrastructure, and autonomous systems will present:

• Actual company names and investment theses
• What worked and what failed
• Where the real alpha is versus where capital is blindly following headlines

This is not theory. This is capital deployment at the frontier of the most consequential technological shift in a century.

SESSION: "Building the AI Family Office—Hybrid Intelligence Architecture"

The family office of 2035 will be unrecognizable.

Lean teams augmented by proprietary AI. Automated compliance, risk monitoring, portfolio rebalancing. Decision-support systems synthesizing data faster than human cognition allows. Predictive modeling for succession, tax optimization, generational wealth transfer.

The question is not whether AI transforms family office operations. The question is what you build internally, what you license externally, and what remains irreducibly human.

Families already operating AI-native offices will present:

• Their tech stack (off-the-shelf versus proprietary)
• Implementation failures and unexpected breakthroughs
• What actually generates ROI versus what is expensive distraction
• The human-AI interface and how decision-making authority is structured

PEER SESSION: Families Go On Record

Four single family offices take the stage to answer the questions no one asks publicly:

• "If you could only hold three asset classes through the next systemic crisis, what would they be?"
• "What allocation decisions are you making that your peers think are insane?"
• "Where have you been catastrophically wrong—and what did you learn?"
• "What operational change in the last three years made the biggest difference?"

No posturing. No theory. Just families speaking with the candor that only exists among peers who understand the weight of the decisions you carry.

Evening: Private Dinners

Small groups. Curated settings. Conversations that stretch late into the evening because someone asked a question that unlocked something you'd been circling for months.

This is where the real connections form—not in sessions, but in unstructured time where trust is built naturally and intellectual chemistry reveals itself.

THURSDAY, MARCH 26 | THE RECKONING

Private Estate | Luncheon Through Evening

Stunning oceanfront setting. The most beautiful venue of the gathering—because the hardest conversations require space, beauty, and calm.

SESSION: "The Coming Fracture—Monetary Excess Meets Ideological Renegotiation"

Every empire decays from within before being conquered from without.

What institutional fragility worries you most about the United States? Not as politics, but as allocation strategy.

When the "risk-free asset" yields negative real returns indefinitely, when major foreign holders actively diversify away from U.S. debt, when BRICS nations build parallel payment systems—you are not witnessing isolated events.

You are witnessing coordinated exit from dollar hegemony.

How do families engineer escape velocity?

Multi-jurisdictional structures. Physical gold in non-U.S. vaults. Citizenship optionality. Protocol-based assets beyond state control. Energy infrastructure independent of centralized grids.

This is not paranoia. This is prudent construction for asymmetric risk.

SESSION: "Sovereign Risk Is No Longer Theoretical"

If history is cyclical—and it is—what precedents most resemble today's convergence?

Rome when the Pax Romana fractured? France in 1788 when elites lost legitimacy overnight? Weimar in 1922 when currency debasement destroyed savings?

Each collapse followed patterns: elites lost legitimacy, monetary systems debased, technology disrupted labor, ideological movements filled the vacuum.

The question is not whether disruption comes. The question is whether you have engineered structural resilience to survive intact.

This session presents frameworks for:

• Multi-jurisdictional wealth structuring
• Physical asset positioning outside vulnerable systems
• Citizenship and residency diversification
• Protocol-based sovereignty (crypto, DAOs, digital jurisdictions)

PEER SESSION: Real Families, Real Positioning

Four single family offices go on stage:

• "What does 'safe' mean to you in 2026?"
• "Where do you park liquidity if Treasuries aren't risk-free?"
• "How are you thinking about physical location and jurisdictional risk?"
• "What are you building that has nothing to do with returns?"

Unfiltered. Unvarnished. The thinking that shapes billions in real allocation decisions.

Afternoon: Unstructured Time

No sessions. No programming. Just exceptional setting, great food, and space for spontaneous conversations that often prove more valuable than any scheduled content.

Evening: Cocktails and Open Conversation

The sun sets over the Atlantic. Conversations flow. This is where friendships form, where strategic partnerships begin, where you realize the real value isn't what you learned—it's who you met.

FRIDAY, MARCH 27 | THE MANDATE

Private Breakfast Soiree

SESSION: "What Defines Families Who Still Matter in 2055?"

Thinking three generations ahead: what separates families who thrive from those who become historical footnotes?

Not wealth. Not intelligence. But:

Purpose beyond preservation. Families who have answered why does this family exist?

Governance that survives transition. Structures that prevent succession disputes and value dissipation.

Cultural transmission. The ability to pass not just assets but discipline, values, and long-term thinking.

Strategic paranoia. Willingness to position for low-probability, high-consequence events.

This session is philosophical, personal, deeply moving—families speaking about what they're building beyond the balance sheet.

SESSION: "The Unchangeable Things"

In an era of radical transformation, what remains constant?

Human nature. Trust. The need for discretion. The third-rail challenges beyond technology's reach—succession conflict, addiction, reputational crisis, existential questions of meaning.

The infrastructure families need when everything breaks is not algorithmic. It is human. And it is timeless.

CLOSING: The Synthesis

Angelo Robles closes with the mandate: where we are, what we know, what families must do in the next twelve months to position for the next thirty years.

IV. WHAT MAKES THIS DIFFERENT

1. Peer-to-Peer Architecture

The majority of voices on stage are family principals and family office CEOs managing real capital. Not consultants selling services. Not academics theorizing. People who live the consequences of their decisions.

2. The Battle of Ideas Format

We don't seek consensus. We seek clarity. Competing frameworks in direct collision—because the best thinking emerges from intellectual tension, not echo chambers.

3. 50 Families. Verified.

Every attendee manages or serves a verified single family office. The selection process is rigorous. The result is signal density that doesn't exist anywhere else.

4. Five Days, Not Two

Trust requires time. The conversations that matter happen on day three, after shared meals, after unstructured time, after you realize the person across from you operates at your level.

5. Limited, Strategic Sponsors

A small number of carefully selected sponsors support specific sessions—firms and platforms that are themselves building the infrastructure families need. Their participation adds substance, not distraction.

V. WHO BELONGS

Real Pictures from Angelo Robles's 2025 Palm Beach Single Family Office Forum