A Rich Calendar of Game-Changing Programs Every Year!
Experience exclusive, conflict-free, high-impact content you wonât find anywhere else. Our digital and in-person events go well beyond surface-level insights, diving deep into the strategies that keep you ahead of the curve. This is where the most influential family offices come to gain a decisive edgeâdonât miss out.
Some of Our Dynamic Programming in 2026 (Combination Digital and In-Person) FOR MEMBERS Includes:
Experience exclusive, conflict-free, high-impact content you wonât find anywhere else. Our digital and in-person events go well beyond surface-level insights, diving deep into the strategies that keep you ahead of the curve. This is where the most influential family offices come to gain a decisive edgeâdonât miss out.
2026 In-Person Programming Includes: Miami, Palm Beach, NYC, Jackson Hole, Vienna, Cayman Islands, LA.
Click Here 2026 Palm Beach Single Family Office Forum: 50 Families. Five Days. The Week That Redefines How You Think About the Next Thirty Years.
Miami Family Office Day, January 26th, 2026
2026 Palm Beach Single Family Office Forum Week March 16-20th, 2026Â
2026 LA Family Office Week May 4-6, 2026
2026 NYC SeptemberÂ
The assumptions that governed family office operations for forty years are ending simultaneously.
Intelligence is being commoditized. Security threats have escalated from opportunistic fraud to nation-state sophistication. Western governments carrying 120% debt-to-GDP ratios are running out of mathematical solutions. The financial assets that compounded for four decades face structural headwinds that will dominate for the next twenty-five years. And the organizational structures most family offices still operateâthirty-person teams, single-jurisdiction domiciles, quarterly backward-looking reviewsâare being outperformed by three-person offices augmented with AI agents.
This is not cyclical volatility. This is regime change.
Two types of families are diverging at accelerating speed. The first operates with yesterday's assumptions, optimizing for conditions that no longer exist. The second has rewritten the operating system entirely: multi-jurisdictional fortress structures, real-time portfolio intelligence, security architecture treating family members as high-value targets, and investment frameworks positioned for the upcoming transition from financial assets to hard assets.
The gap between these families is no longer measured in basis points. It is measured in whether wealth survives the next regime change. Whether $500 million is actually protectedâor just guarded by an assistant's iPhone password and an estate attorney's Dropbox account. Whether competitive advantages compound or evaporate when AI replicates them at zero cost. Whether you have access to the operators who solve problems your general counsel doesn't know how to approach.
The transition from financial to hard assets: Mining represents 1% of the S&P 500âthe lowest concentration in recorded historyâat the precise moment AI requires copper, lithium, rare earths, and energy infrastructure at scales that don't exist. Intelligence becomes free. Materials remain scarce. Every AI model requires physical substrate that cannot be coded into existence. The sophisticated families aren't debating whether this transition happens. They're positioning for it.
The sovereign debt endgame: When the United States holds 8,000 tons of gold while owing $35 trillion, the math becomes unavoidable. A gold revaluation from $4,200 to $15,000+ per ounce generates trillions in balance sheet recapitalizationânot enough to eliminate the debt, but enough to reset fiscal trajectory when combined with measures governments can't otherwise impose. This is not conspiracy theory. This is what governments do when debt becomes unsustainable and printing more currency risks hyperinflation. Roosevelt did it in 1933. Nixon did it in 1971. The families holding physical assets were protected. The families holding paper promises were not.
The security architecture gap: Thirty billion-dollar family offices were breached in the last eighteen monthsâwire transfers rerouted, trust documents sold to tax authorities, none of them knew until it was too late. While you have dynasty trusts and multi-signature custody, your entire operation runs on Gmail and DocuSign accessible to anyone who can spear-phish your analyst or AI-clone your voice. The threat model is no longer opportunistic fraud. It is sophisticated, persistent, nation-state level targeting.
The AI restructuring: Three-person offices augmented by AI agents are outperforming thirty-person teams. The question is no longer whether AI disrupts operationsâit's whether your family office becomes more capable or obsolete. Which competitive moats strengthen as intelligence becomes free, and which evaporate overnight?
These are not theoretical questions. They are the operational realities sophisticated families are navigating right nowâwhile others are still running 2019 strategies in a world that no longer exists.
In 2026, our convenings exist for families operating at that level. Not conferences broadcasting information. Gatherings that reconstruct mental models. Where you sit with the operators who have built three-person offices managing $10B+. The fixers who get called when impossible becomes necessary. The strategists who structure five-jurisdiction fortresses. The investors who have rewritten their entire decision framework because AI just commoditized every moat they paid 30x earnings for.
The families who compound wealth across generations do not assume permanenceâthey engineer for continuity. They do not optimize for current conditionsâthey position for structural transformation. They do not react to crisisâthey build architectures that turn uncertainty into competitive advantage.
That is the agenda for 2026!Â
Click Here to Unlock Your Family Office Membership
Digital and In-Person Programming in 2026 Included:Â
In-Person Special Exercise for Single Family Offices: "What If?" Scenarios
Scenario 1: Urban Chaos - NYC Blackout /// No Way Out: Imagine an earthquake hits NYC (as it did on April 6th 2024). imagine it devastates infrastructure.
- Â No power.
- Â No ATMs.
- Â No communication.
- Â Locked-down infrastructure.
Questions to Consider:Â
- Â How would your family office respond in the first 24, 48, or 72 hours?
- Â Do you have redundant systems in place to maintain operations?
- Â Are you prepared to act decisively when chaos strikes?
This is just one of several real-world scenarios weâll explore in-depth in 2025, helping you fortify your family office against even the most unimaginable disruptions.
Single Family Office Leader Shares How to Build a Top Tier Virtual Single Family Office Â
A top-tier single family office executive reveals how he built and optimized a 100% remote family officeâdelivering superior efficiency, agility, and cost-effectiveness. This session dives into team-building, system integration, and cutting-edge tech stacks that make virtual family offices the model of the future. Discover why this leaner, faster, and more effective structure is redefining family office management for the next generation.
Your Family Office is at Risk: Discover Hidden Counterparty Dangers and How to Eliminate ThemâFrom the Best in the Business!
Fraud, inflated fees, and misleading returns like those seen in the Madoff scandal. In this event, our guestâan industry leader with unparalleled expertiseâwill uncover the critical red flags you must watch for to protect your wealth
Utopia or Dystopia? How to Invest Through 2030 Amid Elections, War, AI, Dollar Decline & Gold Surges
Join us as an iconic macro strategist with over 50 years of experience helps our members navigate the turbulent years ahead. With elections, geopolitical tensions, AI disruption, and a weakening dollar in play, he foresees a market melt-up followed by a dramatic downturn.
This was a private 2-hour live digital session. You can watch the recording here. During the live event, attendees had the opportunity to interact in real-time. This will be Updated LIVE May 2025!
The Detroit Paradox: Disruption is HereâAre You Ready? The Tsunami is Coming!
AI and automation are not just buzzwords. They are seismic forces that will reshape every facet of the industries we serve. The next 3-10 years will obliterate traditional models in family offices, professional services, and investment funds. This is not speculationâitâs happening now.
Hereâs How Dynamic Family Offices Seize the Best Deals
The most successful family offices know how to spot a great deal before anyone else. If youâre not capitalizing on the best investment opportunities, you could be leaving a billion dollars or more on the table.
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.  Â
AI, Robotics, Space, Crypto, and Energy: The Next 10X Opportunities You Canât Afford to Miss
A bold look at emerging sectors poised for exponential growth, complete with specific names and strategies.  Â
Power Partners: How to Find and Collaborate with the Best Family Offices for Co-Investment
The insiderâs guide to building partnerships that amplify your investment reach and returns.  Â
Why Billionaires Are Building Their Own AI Infrastructure
The most forward-thinking billionaires arenât waiting for off-the-shelf AI solutionsâtheyâre building their own proprietary AI infrastructure. By owning and controlling custom AI networks, they gain unique, unreplicable advantages in speed, intelligence, and execution.
The 1-3 Person Family Office: The Future of Billion-Dollar Enterprises
Discover how lean, AI-driven structures will replace many family office models, creating a more agile, efficient future.
The Tsunami of AI: Revolutionizing Family Offices, Wealth Management and Professional Industries
Explore how AI is transforming family offices, law, finance, and consulting, redefining efficiency and disrupting traditional models.
Sanctuary Cities for Global Families: The Ultimate Safe Havens
Learn how to identify and prepare for secure sanctuaries when geopolitical or economic turmoil strikes.Â
Scenario Planning: Preparing for the Unthinkable in Wealth and Legacy
Dive into proven strategies for navigating unexpected crisesâfrom economic upheaval to natural disasters.
Private Equityâs Power Play: Why Sports Investing is the Next Big Win
As sports team valuations skyrocket, private equity is diving in, seizing opportunities that âpromiseâ massive returns. We explore how savvy investors are capitalizing!
The Future Family Office 2030: What You Know is Coming to an End
Everything youâve relied on is about to change. The family office of 2030 will look nothing like today. Will your strategies survive the transformation?
The Future of Family Office Technology: Intelligent Automation UnleashedÂ
Explore how AI-driven automation is streamlining operations, enhancing decision-making, and redefining efficiency in the modern family office.
The Power Behind the Code: Who Controls Your AI?
Explore the profound impact of AI governance and programming on family office operations, and why understanding who controls the AI is crucial to your future strategy.
The Future of Single Family Offices: Lean, Agile, and AI-PoweredÂ
Discover how AI and technology are reshaping the family office model into a streamlined, highly efficient operation with smaller teams, enhanced global agility, and unparalleled strategic focus.
These Threats Will Eliminate Most Family Offices
Only the strongest will survive. Discover the forces that will decimate unprepared family offices and learn what it takes to ensure yours isnât one of them.
Modern Tech Stack for Savvy Family Offices
The smartest family offices are already leveraging cutting-edge technology to stay ahead. Hereâs the blueprint for building a tech stack that keeps you competitive.
The Future of Family Offices: Hiring AI and Blockchain Specialists to Drive Performance
Discover why tomorrowâs family offices will prioritize in-house AI and crypto professionals to streamline operations, harness cutting-edge investment opportunities, and dominate emerging markets.Â
Mastering Focus: You Donât Need More Time, You Need Fewer Distractions
Learn how eliminating noise and honing laser-like focus can exponentially improve your family officeâs productivity and decision-making.Â
Inconvenient Truths: The Principal-Agent Problem in Family Office Investing
Explore how misaligned incentives and conflicting interests undermine investment strategiesâand what family offices can do to ensure true alignment.Â
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.
Ranch Land Ownership for Family Offices
Think beyond traditional investments. Discover why ranch land is emerging as a powerful asset for family offices seeking stability, security, and long-term growth.
The Family Office Fixer: Solving Problems Like "The Wolf" in Pulp Fiction
When crisis strikes, every family office needs a âfixerââsomeone who connects the dots, solves problems with precision, and drives strategy into execution. Learn how critical thinking and problem-solving can transform your family office into an unstoppable force.
Solar Flares, Star Wars, Robots: Lose Everything in One Day
In an increasingly unpredictable world, the risk of losing everything in a single day is real. Hereâs how to protect your wealth from catastrophic, unforeseen events.
How Your Heirs Can Create $100 Million Dollar Companies With Single-Digit Employees - AI Agents
Your heirs can harness the future of businessâlean, agile, and massively profitable. Learn the formula for building $100 million companies with just a handful of employees.
The Public Markets Sector You Don't Know That Can Offer 10X Returns
Thereâs a sector hiding in plain sight with explosive potential. Most investors overlook itâbut hereâs why it could deliver 10X returns for savvy family offices.
The Primary Way Family Offices Should Own and Store Gold (You're Not Doing This)
Gold is essential, but most family offices are getting it wrong. Discover the most effective way to own and store goldâand why you need to make this change now.
The Hedge Fund and PE Investing Dilemma for Some Family Offices
Learn the all too common scenario where hedge funds and private equity funds could be a dilemma for your family office
Why These Common Billionaire Domiciles May Be Disasters!
These locations may seem like safe havens for the ultra-wealthy, but theyâre ticking time bombs. Find out why some of the most popular billionaire domiciles could spell disaster.
Situational Awareness Protocols for Family Offices
Itâs not enough to be resilientâfamily offices must be anti-fragile. Here are the situational awareness protocols that will ensure your family office thrives in any crisis.
Designing a Digitally-Savvy, High-Performing Sub $200M Single Family Office
In todayâs fast-paced world, the most effective family offices are lean, nimble, and digitally empoweredâleaving bureaucratic structures behind. Learn how to design and implement a future-ready family office that outperforms larger, more cumbersome organizations  Â
SuperIntelligent AI and Its Impact on Family Offices
This series will equip you with the insights, strategies, and foresight needed to navigate the most transformative technology of our time.
The Ultimate Formula for Family Continuity: Integrating the Family Office, HoldCo, and Private Trust Company
Discover how seamlessly integrating your Family Office, Holding Company, and Private Trust Company can create a powerhouse of wealth preservation and governance.
How to Integrate the Next Generation Into the Family Enterprise
Get this right, and youâll secure both the future of your enterprise and the lasting unity of your family.
Inside the Mind of a Direct Investing Family Member: Sourcing and Diligence on Private Companies
Learn firsthand how an active family member strategically identifies and evaluates private investment opportunities. He reveals the steps that separate successful direct investors from the rest.
Top 10 Stocks Every Family Office Should Watch
Discover the stocks that could drive significant growth and stability for your family office portfolio.
Global Insights from 50 Years at the Top: A Family Office Legal Authority Unveils the Future
Renowned family office legal expert who has spent five decades navigating the complexities of wealth and family legacy across Latin America, Europe, Asia, and the Middle East.
Join an Extraordinary Group of Families/Family Offices (Including International) as Founding Members of SFO Continuity!Â
Together, we can achieve remarkable things!
Click Here to Unlock Your Family Office Membership
$10,000 Annually
âAngelo is that rare transformational thinker âseeing around corners,â but with practical strategies to prepare for it now.â
- Merriam Family
âAngelo Robles is undeniably a trailblazing thought leader. His programming is a powerful journey that seamlessly weaves together vast insights from both the immediate landscape and historical perspectives. The experience is provocative, powerful, and precise. His extraordinary depth of wisdom and exceptional critical thinking set him apart."
- Danielle Patterson
"If you are a family office professional like me (or one who aspires to be), or you are in a service industry that needs to keep current on the unique world of SFOs, and you are on the fence about signing up for Angelo Roblesâ membership, think no more and just do it! I have over 20 years of experience as both the CEO/CFO of a multibillion-dollar SFO and as an independent advisor, and I couldnât write notes fast enough to keep pace with the information that flows from Angeloâs programs! "    Â
- Joanna Roland, SFO Advisor