NEXT: NOVEMBER 4–5 · NEW YORK CITY

SOVEREIGN OR OBSOLETE 

The AI Family Office Masterclass

The AI frontier has moved materially since our August room, and it will move again before November 4-5.

That is precisely why this Masterclass exists.

This is not two days of presentations about artificial intelligence. It is a working room where family principals, executives, rising-generation members, and exceptional faculty take what is newly possible and turn it into family-office capability: agents, Skills, investment red teams, institutional memory, sovereign intelligence, custom workflows, and the governance required to use all of it responsibly.

Around our August Masterclass, faculty and members developed 27 working Skills as part of the broader two-day build. November does not repeat August. It begins from the frontier as it actually exists when the room opens.

What can your family office build on November 4-5 that it could not build three months earlier?

That is the question we come to answer.

And there is an important rule: this is not a standalone conference ticket.

Your seat is included with SFO Continuity membership, and what gets built inside that particular Masterclass stays with the members who were there participating in the work.

See the AI Family Office Masterclass →

Request a Private Membership Briefing →

Ready for November 4–5? Join SFO Continuity →

2026 INTO 2027: THE ROOMS KEEP MOVING

Forums, AI Family Office Masterclasses, private dinners, soirées, roundtables, and working sessions across the places where serious families already move. What follows is a look at the 2026 calendar and the opening months of 2027.

Miami Family Office Day — January 26 (Completed)

Palm Beach Family Office Forum — March 16–19 (Completed) 

Puerto Rico Family Office Roundtables — April 16-17 (Completed) 

LA Family Office Week — May 4–6 (Completed) 

NYC Breakfast — June 4 (Completed) 

NYC Dinner — June 15 (Completed) 

AI Family Office Masterclass (NYC) — June 23-24 (Completed) 

NYC Cocktail Soirée — July (Completed)

Greenwich Luncheon — August (Completed) 

AI Family Office Masterclass (NYC) — August 12-13 (Completed) 

The full 2026 calendar repeats on the same cadence in 2027 — details to members.

NYC Family Office Forum — September 15-16 (Completed)

Vienna Roundtable — October

AI Family Office Masterclass (NYC) — November 4-5  (Click Here to Learn more) 

Miami Art Basel Roundtable and Soiree — December 

Multiple AI Family Office Masterclasses Throughout the Year!

Unlisted Private Member Dinners Throughout the Year!

2027 Miami Family Office Day — January 

2027 Palm Beach Family Office Forum — March 8-11 (Click Here to Learn More) 

Palm Beach is not the end of the 2027 calendar. It is the beginning. 

Throughout 2027, SFO Continuity will continue the same rhythm: four AI Family Office Masterclasses, private family-office forums, dinners, soirées, roundtables, and smaller working rooms across New York, Palm Beach, Miami, Los Angeles, Europe, Cayman, and wherever the membership needs to be.

The calendar changes. The institution keeps moving.

THE ROOMS ARE THE EXPERIENCE. SFO CONTINUITY IS THE INSTITUTION. 

This is not an events subscription. 

If November 4–5 is what brought you here, good. The AI Family Office Masterclass is one of the clearest demonstrations of what SFO Continuity does differently. But membership is larger than any single room.

Over twelve months, members move through private family-office forums, dinners, soirées, roundtables, working sessions, and four AI Family Office Masterclasses as the frontier continues to change. The settings vary. The underlying advantage does not: serious families, executives, and next-generation members with comparable complexity sharing what they are actually seeing before those observations become conference consensus.

And the room is deliberately protected.

No sponsors buying access. No providers waiting for an opportunity to sell to the family. The people are there because they carry something real, have something to contribute, and want better reference points than their own institution can generate alone.

The events are where much of that becomes tangible.

A conversation in Palm Beach may change how you think about a counterparty. A dinner in Manhattan may expose a structure you have never considered. A roundtable in Vienna may recalibrate how you see jurisdictional risk. An AI Masterclass may leave you with a Skill, workflow, or operating capability that did not exist when you entered the room.

But the membership is what connects those moments across the year.

It also includes the larger body of SFO Continuity: direct access to me, the Continuity Index, my family-office books and frameworks, the two continuously evolving AI volumes, the private peer network, and the intellectual architecture built around creating a genuinely high-performing family office.

$10,000 · 12 months

For families already running an office, the membership is an environment in which to keep raising the standard.

For families building one now, it is an opportunity to begin with reference points, relationships, and architecture that most families spend years acquiring the hard way.

The calendar will keep moving through 2027.

So will the room.

Request a Private Membership Briefing →

Ready for November 4–5? Join SFO Continuity →