The Palm Beach Single Family Office Forum at the Colony Palm Beach

March 25-26, 2025 | Hosted by Angelo Robles @FamilyOffice 

The Family Office Palm Beach Forum isn’t just an event—it’s the premier gathering for single family offices who are ready to lead, innovate, and build legacies in an era of profound transformation. Hosted at the legendary Colony in Palm Beach, this exclusive forum is designed to bring together families from across the globe to share ideas, learn from industry leaders, and tackle the challenges shaping the future.

Why This Forum Stands Apart

The family office ecosystem has grown stagnant. Most events in this space offer surface-level connections, lack true thought leadership, and fail to adapt to the rapidly evolving needs of elite families. The traditional models are riddled with bureaucracy, conflicts of interest, and outdated thinking.

This forum is different. Curated by Angelo Robles, with 20+ years of family office leadership and investment expertise, the program is built around depth, innovation, and actionable insights. 

What You’ll Experience

This one-of-a-kind program combines visionary perspectives, peer collaboration, and practical strategies for thriving in a rapidly changing world.

Featured Sessions Include:

•   The Ultimate High-Conviction Playbook: 3 Family Offices Reveal Their Top Investment Bets
  Actionable insights into the deals making waves and why these investments are unmissable.  
•   AI, Space, Crypto, and Energy: The Next 10X Opportunities You Can’t Afford to Miss
  A bold look at emerging sectors poised for exponential growth, complete with specific names and strategies.  
•   Power Partners: How to Find and Collaborate with the Best Family Offices for Co-Investment
  The insider’s guide to building partnerships that amplify your investment reach and returns.  
•   Building a 21st-Century Family Office: How to Integrate a Modern Family Office, HoldCo. and Private Trust Company at Any Scale
  Step-by-step guidance for creating agile, future-ready family office structures under $100M AUM.  
•   Cracking the Code to the Best Deals: Family Office Insider Shares Tactics to Access Coveted Investment Opportunities
  Master the art of deal flow and gain access to the investments that drive exponential returns.  
•   The NextGen Advantage: How to Empower Your Heirs to Launch Multi-Million Dollar Ventures Fast
  From AI to entrepreneurial ecosystems, equip your rising generation with the tools to succeed.  
•   Beyond Borders: Sovereign Risks and the Countries Billionaires Are Betting On Today
  Strategies to protect and grow your wealth in a volatile world, including must-have second passports.  
•   The Psychology of Legacy: How Family Offices Build Dynasties That Last
  Discover the mindset, purpose, and structure behind family offices that thrive for generations.  
•   Mastering Private Equity: How Family Offices Lead, Invest, and Win
  Learn how to navigate PE partnerships, co-invest strategically, and scale your portfolio like a pro.  
•   AI is UNDER Hyped. The Future Is Now! How AI Will Revolutionize Family Office Operations and Investments
  Understand how to integrate AI into every corner of your family office to gain exponential advantages.  
•   Resilience Over Returns: The New Rules of Risk Management for Family Offices
  Protect your wealth and reputation by navigating counterparty risks, systemic threats, and Black Swan events.  
•   The HoldCo. Advantage: Build a Mini-Berkshire Hathaway That Creates Sustainable Wealth
  Unpack the secrets of HoldCo. structures that generate cash flow, scale investments, and grow empires.  
•   Global Goldmines: Hidden Real Estate Markets Billionaires Are Quietly Investing In
  From urban opportunities to agricultural treasures, uncover global real estate plays with massive upside.  
•   The Contrarian Edge: Why Family Offices Should Bet on the Overlooked and Undervalued
  Learn how to capitalize on opportunities others miss for outsized returns and a legacy of bold decision-making. 
•  Unlocking Greatness in Family Offices: Intelligence, Speed, and Execution. Core principles that separate good family offices from truly exceptional ones. Learn how to build agility, focus, and performance into your operations.  
•   The Future of Family Offices: Hiring AI and Blockchain Specialists to Drive Performance
  Discover why tomorrow’s family offices will prioritize in-house AI and crypto professionals to streamline operations, harness cutting-edge investment opportunities, and dominate emerging markets. 
•   Inconvenient Truths: The Principal-Agent Problem in Family Office Investing
  Explore how misaligned incentives and conflicting interests undermine investment strategies—and what families and their family offices can do to ensure true alignment. 
•   Liquid Venture Bets: Can They Outperform Traditional VC?
  Dive into the power of liquid venture investments and why they may be reshaping the family office approach to high-growth opportunities. 

We will also host private breakfasts and luncheon sessions as well as social soirees the day prior and day after the primary events making this truly an experience over 4-days! 

Who Should Attend

This forum is limited to 50 single family offices, ensuring an intimate and focused environment for high-impact discussions and networking. Attendees will include:

•  Principals and executives of leading single family offices
•  Forward-thinking families from across the U.S. and around the globe
•  Innovators and thought leaders driving change in the family office space

Why You Can’t Miss This

The next five years will transform the family office industry. From the rise of AI and geopolitical shifts to sovereign risks and investment innovation, the decisions made today will define the legacies of tomorrow.

This event is your chance to:

•  Learn from industry leaders how to future-proof your family office.
•  Connect with like-minded peers in a collaborative, high-energy setting.
•  Walk away with actionable strategies to thrive in an uncertain world.

Register Now—Limited to 50 Families

With only 50 seats available, this exclusive event is already generating significant interest including from iconic and game-changing global families and their family offices. 

Don’t miss your opportunity to join the most dynamic family office forum of 2025. 

Click Here to Register Today 

The Colony, Palm Beach | March 25-26, 2025
Where family offices lead, innovate, and build the future.

About Host Angelo Robles

With over 20 years as a family office entrepreneur, investor, and principal in his own family enterprises—including a Family Office and a HoldCo—Angelo Robles has redefined what it means to build and sustain generational wealth. His unparalleled expertise in family office excellence positions him as a true visionary who turns connections, insights, and strategies into transformative outcomes.

As the founder of the renowned Family Office Association (exit 2023), Angelo has cultivated a reputation for delivering results at the highest levels. His strategic acumen and network have empowered countless families and sponsors to achieve exponential success, making him a trusted authority in the ultra-high-net-worth community.

Principal Investor and Innovator
Angelo isn’t just an advisor; he’s a principal actively investing across cutting-edge and traditional sectors. His portfolio spans:

• AI, Web3-Blockchain, and Robotics-Drones: Harnessing disruptive technologies to create future-focused opportunities.
• Music Royalties: Tapping into alternative assets with scalable, long-term returns.
• Recession-Resistant Private Industries: Leveraging his HoldCo to invest in high-demand sectors like fencing, containment, septic services, and construction trades.
• Distressed Global Real Estate and Agricultural Assets: Identifying undervalued opportunities in farm and ranch land to preserve and grow wealth.

Angelo’s dual perspective as both a strategic leader and an investing principal ensures every interaction, event, or partnership he spearheads delivers unparalleled value and actionable insights.

When you engage with Angelo, you’re not just accessing his wealth of experience—you’re joining a legacy of influence, innovation, and excellence that drives results and inspires success.

“Angelo is that rare transformational thinker ‘seeing around corners,’ but with practical strategies to prepare for it now.”

- Merriam Family

“I have attended literally hundreds of conferences over the years. I have found that at most of them, the organizers are more interested in selling speaking slots than in providing the best or most relevant speakers. I found Angelo's programs entertaining and informative; among the best I’ve ever seen. The audience was exceptional and focused on the information presented. The speakers provided coordinated, useful and engaging information.”

- Larry Tint, Family Member / Retired President of Sharpe-Tint Inc., which he formed with William F. Sharpe (Nobel Prize Winner)