NYC Single Family Office Forum

September 15-17, 2025 | Hosted by Angelo Robles in Coordination with Alexander Galambos 

Detailed agenda and exclusive sessions await below!

The NYC Family Office Forum isn’t just another event—It’s the definitive gathering for visionary families and their single family offices who are not content to follow—they’re here to lead, innovate, and shape the future.

In an age of disruption and opportunity, this exclusive forum convenes global families committed to navigating complexity, mastering strategy, and building legacies that endure.

Over three dynamic days in the heart of New York City, we’ll go beyond theory—into candid conversations, powerful insights, and real solutions for the challenges and opportunities ahead.

Why This Forum Stands Apart

The family office event space has become bloated, predictable, and hollow. Too many gatherings are dominated by sponsors, consultants, and scripted panels—offering little more than surface-level networking and recycled ideas.

The NYC Family Office Forum is different. Radically different.

This is a conflict-free zone where the signal drowns out the noise. With a highly curated ratio of real families and their single family offices to all others, this Forum prioritizes authentic dialogue, strategic insight, and peer-led intelligence.

We severely limit sponsors and refuse to let commercial interests shape the agenda. What you get instead is something rare:
✅ Unfiltered conversations among wealth creators, family principals, and next-gen leaders
✅ Hard-won insights from those who operate at the highest levels of complexity
✅ A tight-knit atmosphere designed to foster real trust, real collaboration, and real results

This isn’t about optics.
It’s about outcomes.

Curated for Depth. Designed for Impact.

This Forum isn’t just different—it’s intentionally engineered for maximum relevance, insight, and influence.

Curated by Angelo Robles—a family principal with over two decades of leadership at the forefront of the single family office world—alongside Alexander Galambos, Europe’s leading family office liaison—this experience is built by families, for families.

The agenda isn’t cluttered. It’s precise, bold, and built around what actually matters:
✅ Depth over hype
✅ Innovation over repetition
✅ Actionable intelligence you can use the moment you leave the room

No fluff. No filler. Just real strategies, real conversations, and real results—delivered in a format that respects your time and elevates your thinking.

What You’ll Experience

This isn’t just a forum—it’s a high-performance environment where visionary families, elite investors, and global thinkers converge to exchange ideas, challenge assumptions, and craft future-proof strategies.

On September 15-16, You’ll Experience:

• Bold perspectives from leaders shaping the future of AI, geopolitics, investing, and legacy strategy

• BATTLE OF IDEAS
  One stage. Two perspectives. No safe takes.

  In a world of groupthink and polite consensus, we’re bringing back something rare: a real debate.

  Battle of Ideas is a face-to-face showdown between two thinkers with radically different views on the issues that matter most to families of wealth, from investing and governance to AI, inflation, geopolitics, and freedom.

• Genuine peer-to-peer collaboration built on trust, discretion, and shared experience

• Actionable strategies you can apply immediately to protect, grow, and evolve your family enterprise

• A curated circle of world-class families and wealth creators—real operators, not spectators

• Unfiltered insight into what’s working (and what’s not) from those on the front lines of generational wealth

• Immersive environments that elevate both the conversations and the connections—from elegant receptions to private family-led sessions

This is where conversations spark clarity, unlock capital, and redefine what’s possible.

We conclude (September 17th) with an extended private member luncheon at one of New York City’s finest steakhouses—an intimate, high-caliber gathering curated exclusively for our members.

This isn’t just lunch. It’s a closed-door, no-fluff exchange among serious allocators, where real capital meets real insight.

Over the course of three hours, we’ll hear directly from top family office investors as they share bold conviction plays across:

• AI – Breaking down the full stack:
  Chips → Data Centers → Models → Deployment Infrastructure → End Applications.
  We’ll explore where the alpha is—whether it’s NVIDIA and GPU monopolies, cloud-sovereign infrastructure, custom LLMs, or the arms race for deployment into enterprise and consumer ecosystems.

• Crypto – Including Bitcoin, yield-bearing stablecoins, and the future financial rails (yes, we’re talking Ripple Labs)

• Real Estate – Tactical opportunities in a post-rate-shock landscape

We’ll conclude with a focused segment on 10X opportunities—rare asymmetric ideas vetted and shared by elite allocators with skin in the game.

Click Here to Register Today 

NYC Single Family Office Forum | September 15-17, 2025

PROGRAMMING SEPTEMBER 15-16

Bold Conversations. Real Intelligence.

Over three days in New York City, you’ll dive into deep, no-fluff sessions designed to challenge assumptions and prepare your family office for what’s next. These are just a few of the topics we’ll be tackling—head-on, unscripted, and with real families in the room.

---

MONDAY, SEPTEMBER 15

11:30AM - 12NOON 

WELCOME

12:00PM - 1:15PM 

LUNCHEON 

PEER-TO-PEER

Led by Angelo Robles: Join Us for the Latter Part of Day One Luncheon (12:45PM - 1:15PM)

MACRO SHOCK THERAPY

"What Sectors Are Most Likely to Blow Up Right Now?"

The wake-up call no one else will give you. While you're finishing lunch, we're detonating comfortable assumptions about market stability and portfolio protection.

We'll rapid-fire through crash cycles from 1997 to 2020 and drop the hammer question: If the financial system keeps repeating its mistakes, what's next to break? You'll get real-time answers from families managing billions and face the brutal question: Are you diversified—or just delusional?

This isn't analysis—this is financial triage. What sectors are sitting on powder kegs right now, and what hard realities could detonate your wealth in the next 12-18 months?

1:15PM - 1:30PM

OPENING COMMENTS

PROGRAMMING 

1:30PM - 2:00PM 

OPENING FORUM KEYNOTE

The AI-Crypto Convergence: The Next Economic Revolution

Featuring: Jordi Visser, Visser Labs

We stand at the convergence of artificial intelligence and cryptocurrency technologies—two forces that are not just reshaping markets, but redefining the very nature of value creation and wealth preservation. This session explores how the intersection of AI and crypto is creating unprecedented opportunities and risks for family offices.

Discover how these technologies are converging to create new economic paradigms, investment opportunities, and wealth preservation strategies that could define the next decade of family office investing.

2:00PM - 2:30PM

Special Presentation

Gamechanger: Make Your Company Investible. De-risk Growth

Featuring Eric Morehouse in a Discussion Led by Angelo Robles

Eric delivers a game-changing framework for companies and investors: making businesses truly investible through fact-based IP valuation, lifecycle management, and monetization strategies, IP defense through litigation funding. He not only unlocks growth finance but also de-risk portfolios, ensuring investor protection even when companies fail to generate revenue.

2:30PM - 3:00PM

AFTERNOON BREAK

3:00PM - 3:30PM

PEER TO PEER

SFO Peer Intelligence: 3 Assets for the Next Crash

A no-holds-barred session among real single family offices. You'll answer:

• "If you could only hold 3 asset classes in the next 18 months, what would they be?"
• "Are you positioned—or just praying?"

This is real money talking. This is where conviction gets tested. No theory, no academic models—just the concentrated wisdom of families who have navigated multiple market cycles and preserved wealth across generations.

3:30PM - 4:00PM

Rising Generation Family Member Shares How His Family Office Uses AI to Enhance Decisions and Results

Featuring: Sam Clarvit, Family Member & Family Office Principal 

The next generation isn't just inheriting wealth—they're revolutionizing how it's managed. Hear directly from a rising generation family member who is leveraging AI to enhance decision-making, improve investment outcomes, and modernize family office operations.

Discover how AI is being practically implemented to drive superior results across all aspects of family office management.

4:00PM - 4:15PM

LATE AFTERNOON BREAK

4:15PM - 5:00PM 

CLOSING KEYNOTE 

How to Negotiate at the Highest Level Using Tactical Empathy

Featuring: Chris Voss, Former Chief Hostage Negotiator, FBI, Harvard Professor and CEO & Founder, Black Swan Group

The highest-stakes negotiations don't happen in boardrooms—they happen when lives are on the line. Learn from a former FBI hostage negotiator how to apply tactical empathy and advanced negotiation techniques to achieve superior outcomes in your most important deals and relationships.

These are the same techniques used to save lives, now applied to wealth creation and preservation.

5:00PM - 6:00PM 

CLOSING RECEPTION 

---

TUESDAY, SEPTEMBER 16

9:00 - 9:15AM

WELCOME

9:15AM- 10:00AM

MORNING KEYNOTE

Public Markets Annihilation: Professional Investor's Winner-Take-All Strategy

Featuring: Andrew Brenton, CEO and Co-Founder, Turtle Creek

Markets don't move in straight lines, and neither does wealth preservation. As we navigate an increasingly complex economic landscape, this session cuts through the noise to identify the clear winners and losers in today's market environment.

Andrew Brenton brings institutional-grade analysis to help family offices position for what's coming next—not what's already happened.

10:00AM- 10:30AM

The Future of Family Offices: Trends That Will Define the Next Decade

Featuring Chris Dickson, National Senior Advisory Manager - Family Office Enterprise, RSM & Ron Nahass, Principal and National Family Office Consulting Leader, RSM 

While most industry reports focus on surface-level changes, the real transformation of family offices is happening beneath the headlines. This session cuts through the noise to identify the fundamental shifts that will separate thriving family offices from those left behind.

10:30AM- 11:00AM

MORNING BREAK

11:00AM- 11:30AM

Private Investment Intelligence: Best Opportunities and AI Tactical Frameworks

Featuring: Kevin Griffin, Co-Chief Investment Officer & Head Trader, i3 Investment Partners, Mussadiq Lakhani, Founding Partner, ID8 Investments and David Teten, OrangeCollective.vc

Three of the most sophisticated private market investors reveal their highest-conviction strategies in an exclusive, no-holds-barred discussion led by Angelo Robles. This isn't theory—this is real capital deployment from professionals managing serious money.

Kevin Griffin exposes the most compelling private investment opportunity he's encountered this year, sharing unfiltered insights into deal sourcing, due diligence, and the conviction behind high-stakes investment decisions.

Mussadiq Lakhani reveals the new tactical methodologies that sophisticated investors are using to identify, evaluate, and capture value in AI private companies as traditional venture capital approaches get left behind.

David Teten while most investors are chasing AI deals they'll never see, David Teten has exclusive access to the world's most coveted AI companies through Y Combinator's network.

11:30AM- 12NOON

PEER TO PEER 

Battle of Ideas: One-on-One Debates

Topics: U.S. Debt, NYC Mayoral Candidate Mamdani, Europe, Bitcoin, Gold and AI

The most important investment decisions aren't made in echo chambers—they're forged through rigorous debate and intellectual combat. Watch as leading thinkers go head-to-head on the most critical issues facing family offices today.

These aren't polite discussions—these are battles of ideas where only the strongest arguments survive.

12:00PM - 12:30PM

Tax Warfare: Underground Trust Strategies from Elite Attorneys

Featuring: Spencer E. Adler, Esq. is an investor and longtime member of the community. As a lawyer, he is known for coining the term “Limited Liability Trusts” as the modern synonym for the ancient term “Irrevocable Trusts.” His most recent company is Superwisdom.AI, the attorney-grade confidential portal to top tier LLMs.

Joshua Becker, Esq. Is a superstar tax lawyer at Pillsbury, where his practice centers on income tax planning for the ultra-wealthy. In 2025 alone, he was recognized by Chambers USA in Tax, by Lawdragon as “One of 500 Leading Global Tax Lawyers,” and by Best Lawyers in Tax: Law, Litigation, and Controversy.

The most sophisticated wealth preservation strategies aren't found in textbooks—they're developed in the trenches by families managing multi-generational wealth. Join a discussion with leading attorneys on advanced tax and trusts strategies that are actually being implemented by elite families. This is where legal theory meets real-world wealth preservation.

12:30 - 1:30PM

LUNCHEON

Join Us for the Latter Part of Day Two Luncheon (1:00PM - 1:30PM) 

The $3.3 Trillion Energy Gold Rush: How AI and Policy Collide to Create the Investment Opportunity of a Decade

The administration's aggressive energy deregulation agenda has collided with AI's explosive power demands to create a perfect storm for energy investors. With global energy investment hitting $3.3 trillion in 2025 and data centers set to consume almost half of all new electricity demand through 2030, we're witnessing the largest energy infrastructure buildout in history. Join Olivier as he reveals how smart capital is positioning for this once-in-a-generation convergence of policy tailwinds and explosive demand.

Featuring: Olivier Leray, Managing Director - Head of Energy & Infrastructure Investment Banking San Blas Securities, LLC

Moderated by: Geoffrey Sargeant, Managing Director - Head of Institutional Sales, San Blas Securities, LLC 

•  The Global Banker: A world-renowned advisor who scours continents to source proprietary energy deal flow for families. He knows where the next grid expansions, rare energy assets, and strategic private placements are emerging—and how to structure them before institutions arrive.

Olivier will show how families can access asymmetric opportunities where AI and energy converge—the fuel and fire of the global economy.

1:30PM - 2:00PM

PEER-TO-PEER

Peer-to-Peer High Conviction Plays: Inside the Minds of Allocators
Led by Angelo Robles, this closed-door session goes around the room with one simple but revealing question: What was your last investment—and why? Each participant will share their thesis, the conviction behind it, and what capital they reallocated to make it happen.

Joining Angelo on stage is Gail Bronwyn Lese, M.D., M.B.A., Chairman & CEO of Lese Investments, a principal investor and family office, who will share her two highest-conviction ideas—setting the tone for a session defined by unfiltered, actionable intelligence.

2:00PM - 2:30PM

AFTERNOON KEYNOTE

Infinite Wealth: Building a legacy, Liberating Humanity

Featuring: Paul Hutchinson, Co-Founder, Bridge Investment Group; Executive Producer, Sound of Freedom

From scaling Bridge Investment Group to a national real-estate powerhouse, to funding and executive-producing the blockbuster Sound of Freedom, Paul Hutchinson has redirected capital, reputation, and operational skill toward one mission: liberating the vulnerable and building legacies that outlast market cycles. He has founded and funded anti-trafficking initiatives and has been involved in 70+ undercover missions across 15 countries—translating private-sector playbooks into real-world rescues and systems change. In this keynote, Hutchinson shares how families can convert wealth into durable impact: structuring vehicles, aligning operators, and measuring outcomes—so “infinite wealth” means more than money; it means lives changed

2:30PM - 3:00PM

AFTERNOON BREAK

3:00PM - 3:30PM

10 Things Every Family Office Should Be Doing Now in AI: The Complete Implementation Playbook

Featuring: Angelo Robles

Most family offices are talking about AI. Elite family offices are deploying it. This tactical session reveals the 10 critical AI implementations that sophisticated family offices are using right now to gain decisive advantages in investment intelligence, operational efficiency, and decision-making superiority.

Based on the groundbreaking research and real-world implementations outlined in "10 Things Every Family Office Should Be Doing Now in AI," this session provides the complete playbook for AI dominance:

1. Build Your Sovereign AI Infrastructure: Complete Intelligence Independence
2. Master Multi-LLM Orchestration and Prompt Engineering: The Foundation of AI Excellence
3. Deploy the Gladiator Method: Make AI Systems Fight for Your Advantage
4. Master Agentic Browsing with Perplexity Comet: Your AI-Powered Intelligence Operating System
5. Implement Vibe Coding: Build Custom Apps Without Writing Code
6. Build Auto-Investment Trading Systems: 24/7 Autonomous Portfolio Management
7. Deploy LINDY and GetDen.io: Your 24/7 AI Agent Workforce
8. Establish Digital Memory and Context Persistence
9. Implement Google NotebookLM for Investment Intelligence
10. Establish AI Governance, Security, and Future-Proofing Protocols

This isn't theoretical—these are battle-tested implementations being used by family offices managing billions in assets. You'll leave with specific tools, techniques, and tactical approaches you can deploy immediately to gain competitive advantages your peers won't have for years.

3:30PM - 4:00PM

The Ever-Changing Tax Landscape for Family Offices

Featuring: Nick Louros, Partner, Tristate Market Leader – Family Office Enterprise, RSM and Maxwell Younquist, Partner, Chicago Market Leader - Family Office Enterprise

The difference between tax optimization and tax catastrophe isn't always obvious—until it's too late. While family offices focus on generating returns, the most devastating losses often come not from bad investments, but from tax mistakes that could have been avoided.

This session exposes the most dangerous tax pitfalls that sophisticated family offices encounter, featuring real case studies where seemingly minor oversights resulted in eight and nine-figure tax liabilities.

4:00PM - 4:15PM

LATE AFTERNOON BREAK

4:15PM - 4:45PM

SPECIAL PRESENTATION

From Priceline to a Force Multiplier: Operational AI at Scale in the Multi Trillion Dollar Defense & the Food Supply Chain

Featuring: Paul Breitenbach, Co-Founder, Priceline; Founder, R4.ai

Join Paul Breitenbach—co-founder of Priceline and Founder of R4.ai—for a hard-edged tour of how operational AI is restructuring supply chains, food systems, and talent to unlock commercial margin and strengthen national defense. Together, these are multi-trillion-dollar systems where even a 1% efficiency gain translates into tens of billions in value and resilience. We’ll break down the dual-use stack (data → models → decisions → actions), show where AI is already compressing cycle times and waste, and map what’s investable now—from sovereign data pipelines and logistics orchestration to digital twins and decision-advantage tooling for public and private operators. This isn’t theory; it’s the field manual for moving product, feeding populations, and deterring adversaries—faster and smarter.

4:45PM - 5:00PM

FINAL SPECIAL SESSION

Specialist Direct: A Modern Family Office Strategy for Venture Investing

The era of passive wealth is over. Entrepreneurial families are redefining the mandate: control, alignment, and participation in value creation.

The smartest family offices are moving into Specialist Direct—anchoring a select group of sector-specific, emerging managers (sub-$150M, seed and early growth) to unlock priority co-investments and direct exposure to value creation.

In an innovation cycle defined by AI, quantum, robotics, synthetic biology, and decentralized finance, passive exposure is no longer enough. Families who organize with conviction will capture the upside—those who don’t risk irrelevance.

Led by Member and Family Principal Paul Palmieri, Principal of Thunder Lagoon Partners and Managing Partner of Grit Capital Partners.

5:00PM - 6:30PM

CLOSING RECEPTION INCLUDES OUTDOOR TERRACE

---

WEDNESDAY, SEPTEMBER 17

Private Steakhouse 12 Noon Luncheon for Angelo Robles's SFO Continuity Members (And Select Guests) 

Limited to 30 attendees. 

Bring Your Peer-to-Peer Highest Conviction Investments Ideas!

Connecting Families and Private Investment Capital to Highly Curated Alternative Investment Opportunities Around the World

Special Presentation by Antonio Lopez, Family Member and President,  Access Global, LLC 

---

Click Here to Register Today 

 Why You Need to Be in NYC

This forum is designed for families who aren’t just content with keeping up—they’re determined to lead, innovate, and shape the future. It’s for those who understand that seizing opportunities before others see them is the key to long-term success.

Other events scratch the surface—this forum dives deep. You’ll walk away with practical, actionable strategies that you can implement immediately to protect your wealth, capitalize on emerging trends, and secure your family’s legacy for generations to come.

This is where influence meets execution, and where those committed to leading their families into the future gather. Will you be among them

Register Now—Limited to 30 Families

This exclusive event is limited to just 30 families to ensure a focused, high-impact experience. Iconic families and global thought leaders are already reserving their places—don’t miss your chance. 

Click Here to Register Today 

NYC Single Family Office Forum | September 15-17, 2025
Where family offices lead, innovate, and build the future.

Click Here for Recap of our Spring 2025 Palm Beach Single Family Office Forum

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.

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.

HERE'S WHAT SOME ATTENDEES TO OUR RECENT PALM BEACH SINGLE FAMILY OFFICE FORUM HAD TO SAY: 

“Given the saturation of the family office conference market and the constant noise of information overload, chapeau to Angelo for delivering a true standout: a four-day single family office event that offered wall-to-wall wisdom, thought-provoking dialogue, and relevant, often challenging debate—all set against a stunning Palm Beach backdrop. But don’t just take my word for it. Look at the quality of the attendees—true single family offices, not spectators. Their active engagement and unwavering attention over multiple days is the ultimate testament to the serious value Angelo delivered.”

— Jonny Haycock, VON GREYERZ 

“We’re honored to stand alongside some of the world’s most influential and forward-thinking families in the single family office community. Thank you, Angelo Robles, for hosting the exclusive Palm Beach Single Family Office Forum—a premier gathering where visionary families, investors, and thought leaders come together to connect, strategize, and shape the future of legacy.”

— Aileen Castellano & Katrina Castellano, Family Office 

“I wanted to take a moment to personally thank you for including me in your event. Out of the many family office gatherings I’ve attended, this one stood out as the most thoughtful and impactful by FAR. The caliber of the people you brought together—insightful, kind, and genuinely engaging—was truly exceptional. It was an honor to be part of it, and I sincerely hope to be included in future forums.”

— Gideon Pfeffer

“Just a heartfelt thank you for an absolutely outstanding conference. I was thoroughly impressed by every aspect—the program, the venue, the speakers, the caliber of attendees—and, most of all, your indefatigable energy in bringing it all together. It was truly one of the finest gatherings I’ve attended in years. So many smart, forward-looking individuals and a wealth of powerful ideas shared throughout.”

— John Messervey 

“That was a wonderful REAL single family office conference!”

— Marvin Boyd, Family Principal

“The event that you put together Palm Beach was awesome! Incredible program, Incredible people.”

— Harris Fried, Family Principal

“Stellar event - truly a gift to get to attend and meet such quality people from all over the world.”

— Emily Bouchard

Join SFO Continuity

A Private Intelligence & Strategy Community for Elite Families and Their Single Family Offices
Founded by Angelo Robles

---

Most family offices are built for a world that no longer exists.
Most wealth holders believe their structures will endure.
Most are wrong.

SFO Continuity was created for the rare few who understand that enduring wealth demands constant evolution—strategically, structurally, and relationally.

This is not a mass platform. It is a highly curated membership network for families and family offices committed to staying ahead of the curve—and each other.

Membership Includes:

• Access to exclusive, in-person gatherings in iconic cities including Miami, Palm Beach, New York, Los Angeles, and more

• Dozens of digital programs, masterclasses, and private briefings each year

• Direct exposure to leading thinkers in AI, geopolitics, investing, structuring, and legacy

• A trusted community of families who actually show up—and share

• Private deal flow, strategy intelligence, and the frameworks that matter now

This is not for everyone.
It’s for those who want to lead, not just preserve.
To evolve, not just endure.
To build legacies that last—because they adapt.

---

🔑 SFO Continuity is more than membership. It’s your competitive edge.

Click Here to Learn More and Join!