Agenda for the Palm Beach Single Family Office Forum

March 16-17-18-19, 2026 | Hosted by Angelo Robles in Collaboration With Bryant Hayward & Alexander Galambos

We are thrilled to welcome you to the Palm Beach Single Family Office Forum, an exclusive gathering designed for those who lead, innovate, and drive the future of family offices. Taking place the week of March 16th, 2026, this isn’t just another event—it’s a high-impact experience where elite families, investors, and thought leaders come together to strategize, connect, and shape the next era of family offices.

This week in Palm Beach promises a powerful lineup of discussions, exclusive networking, and world-class experiences. Below is the current agenda (as of 2/15/26). Stay tuned for ongoing updates as we fine-tune this extraordinary week of insights and connections.

Hosted by Angelo Robles, Bryant Hayward and Alexander Galambos 

Monday, March 16th

6PM Cocktails Reception at Lamborghini Palm Beach

2345 Okeechobee Blvd
West Palm Beach, FL 33409

Hosted by Iconic Yachts & Lamborghini Palm Beach

Tuesday, March 17th

Colony Hotel 155 Hammon Avenue, Palm Beach 

Special Pre-Program Session 

8:00 AM - 8:45 AM | The Crucible of Conviction: Three Families, Three Truths, Six Lessons

Forum Creator & Host Angelo Robles moderates an unprecedented morning session where three of the world's most sophisticated investing family offices break their silence.

The Best Idea. The Worst Mistake. No Filter.

Fortune favors neither the timid nor the reckless—only those who learn faster than markets move. The families who compound wealth across generations share one trait: they monetize failure as aggressively as they capitalize on insight.

This morning, three multi-generational family offices reveal:

• The single highest-conviction investment thesis they're backing in 2026
• The mistake that cost them the most in 2025—and what they'd do differently

Official Program Kick Off at the Colony Hotel

9:00 AM - 9:30 AM | The New Geography of Wealth: 100 Families, 40 Cities, One Verdict

Forum Creator & Host Angelo Robles opens the 2026 Palm Beach Family Office Forum with field notes from a year spent in the rooms where capital migrates and legacies recalibrate.

When borders shift and algorithms rule, who survives?

The past twelve months revealed a truth: geopolitical chaos and technological acceleration aren't separate forces—they're the same storm. From Singapore to São Paulo, 100 family office interviews exposed how the world's most sophisticated allocators are responding.

What Angelo witnessed:

• How AI is fracturing trust in institutions—not just changing portfolios
• Which families are fleeing stability for optionality (and why)
• The sovereign risks Wall Street is missing
• The macro signals only families positioned globally can see

The families who thrive in the next decade won't be the ones with the most capital. They'll be the ones who saw what was coming.

Morning Keynote

9:30 AM - 10:15 AM | When Nations Default: The Bullion Exodus and What Comes After Fiat

Angelo Robles sits down with Jonny Haycock of Von Greyerz, joining us live in Palm Beach from his base in Switzerland—where gold isn't a trade, it's a religion born from watching empires collapse.

The central banks know something you don't. Yet.

Every civilization that debased its currency believed it was different. None were. As sovereign debt spirals past the point of mathematical return and central banks quietly accumulate bullion at rates not seen since Bretton Woods, the question is no longer if the system resets—but who will be positioned when it does.

Haycock reveals:

• Why 2026 is the inflection point for the debt supercycle
• What central bank gold hoarding signals about the endgame
• The coming monetary reset—and why silver may outperform gold
• How families preserve multigenerational wealth when currencies fail

History doesn't repeat, but it rhymes. And right now, it's rhyming in German, 1923.

10:15 AM - 10:45 AM Morning Break 

10:45 AM - 11:15 AM | The Bridge Master: Precision Lending in Public Markets' Forgotten Corner

Angelo Robles sits down with Lane Murphy, General Partner of Mast Hill Fund—a private credit manager who has mastered the art of lending to overlooked public companies trading on the NYSE and NASDAQ.

In credit, precision is everything.

While Wall Street chases billion-dollar deals, a lucrative segment sits in plain sight: lower middle market and micro-cap public companies in need of bridge capital. Not distressed. Simply overlooked.

Murphy reveals the craft of specialized bridge lending:

• Why 12-month bridge loans to small-cap public companies offer compelling returns
• The discipline required to underwrite what banks overlook—not avoid
• How to find value in transparent, exchange-traded companies the market misprices

This is the edge that comes from focus, discipline, and knowing a market better than anyone else.

11:15 AM - 11:45 AM | Follow the Capital: Seven Families Reveal Where They Just Deployed—And Where They're Moving Next

Bryant Hayward moderates seven family offices in a rare, unscripted exchange on capital allocation in real time.

Show me your last trade, and I'll show you your conviction.

The most revealing question in wealth management isn't "What should I buy?" It's "What did you just buy—and what did you sell to fund it?" Capital allocation is finite. Every yes is a thousand nos. Every deployment reveals a thesis.

Seven family offices reveal:

• Their most recent significant investment—and the thesis behind it
• What they liquidated or reallocated to fund it
• Where they're hunting for their next deployment in 2026

No hypotheticals. No five-year plans. Just the unvarnished truth of how sophisticated capital moves when families bet their legacy on being right.

11:45 AM - 12:15 PM | From Building Billions to Deploying Them: The Entrepreneur Who Became Her Own Family Office

Angelo Robles and Kristin Fox sit down with a self-made female billionaire on the journey from creation to stewardship.

Building wealth and preserving it require opposite mindsets.

The entrepreneur who risks everything to build a fortune must eventually become the fiduciary who protects it. Few make the transition well. Fewer still understand that a family office isn't just a vehicle for returns—it's the embodiment of a primary directive that outlives its founder.

Our guest reveals:

• How entrepreneurship prepared her for investing (and where it didn't)
• The primary directive guiding her family office—and why most families get this wrong
• The difference between philanthropy that performs and philanthropy that poses
• What self-made wealth teaches about legacy that inherited wealth never learns

The hardest part of making billions isn't the making. It's deciding what they're for.

12:15 PM - 1:45 PM | Luncheon

Hosted by Iconic Yachts

As dessert is served, two distinguished speakers take the floor with insights reserved for those who've earned their seat at this table.

1:45 PM - 2:15 PM | Silicon & Sovereignty: Inside NVIDIA and the Chip War That Will Define the Next Decade

Angelo Robles and Alexander Galambos interview Dr. Joe Eaton, former NVIDIA engineer and investor in AiPi Solutions.

The future doesn't run on hope. It runs on chips.

Every AI breakthrough, every weapon system depends on semiconductors manufactured on a single island 100 miles from a superpower that claims it. The chip war isn't coming. It's here.

Eaton reveals:

• What he learned inside NVIDIA that changed how he invests
• Why Taiwan is the geopolitical risk
• Where the next generation of chip innovation is actually happening

2:15 PM - 2:45 PM | Escape Velocity: Where the World's Billionaires Are Quietly Moving—and What American Families Are Finally Waking Up To

When the world is on fire, the ultra-wealthy make one call. Angelo Robles sits down with the man they call.

The geopolitical order is fracturing. Wealth confiscation is back on the table. Governments that once protected capital are now targeting it.

When billionaires need to know where to go and how to move—they call David Lesperance. He is the preeminent sovereign strategist on the planet, and the families who retain him don't make a jurisdiction decision without him.

Two destinations are dominating global wealth migration, and the reasons go far deeper than taxes. American principals face a uniquely dangerous blind spot—and most of their advisors are dangerously under-equipped to address it.

David reveals:

• Which destinations the world's billionaires are choosing—and the real reasons why
• Why sovereign arbitrage for Americans goes far beyond the IRS
• Why waiting until you need a plan means you've already lost

The world is on fire. The families who survive it planned ahead—with David.

2:45 AM - 3:15 AM Afternoon Break 

3:15 PM - 3:45 PM | Ten Names, Ten Bets, One Hundred Times Your Money

Angelo Robles sits down with JJ Sowers, Private Investor. 

Liquidity doesn't mean mediocrity.

The myth persists that 10X returns require venture capital, private equity, or locking up capital for a decade. Wrong. The families who compound wealth understand that liquid markets—when approached with conviction—offer asymmetric upside without sacrificing optionality.

Sowers reveals:

• Ten specific liquid investments he's backing for 10X returns
• The names. The thesis. The conviction.

No theory. No hedging. Just the bets one allocator is willing to name publicly and defend.

3:45 PM - 4:15 PM | The Reckoning: What's Broken in the 'Family Office'—And the AI Direct Investing Solution No One Saw Coming

Closing Keynote: Ron Diamond, Founder, Diamond Wealth

Most family offices are flying blind. They just don't know it yet.

For decades, direct investing meant relying on networks, relationships, and luck. Deal flow was a black box. Vetting was guesswork dressed up as diligence. The best opportunities went to those with the best Rolodex—not the best judgment.

Then AI changed the game.

Diamond unveils:

• The AI-powered sourcing and vetting platform transforming how family offices find and evaluate direct investments
• Ten minutes of unvarnished truth: What's fundamentally broken in the family office industry
• Why the families who win in the next decade won't be the ones with the most capital—they'll be the ones with the best intelligence

The era of betting on relationships over data is over. The families who adapt will thrive. The ones who don't will become cautionary tales.

 

Wednesday, March 18th

Colony Hotel 155 Hammon Avenue, Palm Beach 

Special Pre-Program Session 

8:00 AM - 8:45 AM | The AI Arsenal: How One Next-Gen Family Office Principal Is Outthinking the Market

Sam Clarvit, a generational family member in his family's family office and AI enthusiast, reveals how artificial intelligence has become his unfair advantage.

While others debate AI, he's already deployed it.

The next generation doesn't inherit wealth—they inherit the responsibility to compound it faster than the last. In an era where information is infinite and time is finite, the families who master AI won't just keep pace. They'll pull ahead irreversibly.

Clarvit reveals:

• How he uses AI right now to maximize productivity in his family office
• The specific applications transforming investment analysis and decision-making
• His top 3 AI tools that changed everything—and how to deploy them immediately

No theory. No future predictions. Just the tools one next-gen principal is using today to outthink, outwork, and outperform.

Official Program Kick Off at the Colony Hotel

9:00 AM - 9:15 AM | Opening Remarks

Bryant Hayward and Alexander Galambos open Wednesday's program.

Morning Keynote

9:15 AM - 9:45 AM | Inside the Machine: A Single Family Office CEO on Sovereign AI, Real Estate, and What Actually Works

Angelo Robles sits down Brendan Boyle, CEO of a significant single family office managing a dynamic multi-generational family.

Most family office content is theoretical. This is pure operational reality.

An SFO executive opens the vault on how elite offices actually operate—not the public narrative, but the unvarnished truth of managing billions across generations with conflicting values and converging risks.

The blueprint revealed:

• Generational real estate strategy: Structuring properties as multi-generational anchors, not asset class rotation
• Sovereign AI infrastructure: Proprietary systems that never touch public cloud—keeping IP and family data completely air-gapped from AWS, Google, Microsoft
• Cash management at scale: Where to actually park $500M in liquidity when Treasuries yield negative real returns
• The third-rail thesis: Evaluating deals that work across political regimes, monetary systems, and technological disruption
• Vendor negotiation: Getting terms from private banks and custodians unavailable to smaller offices

9:45 AM - 10:15 AM | The Last Legal Loophole: The Most Valuable Income Tax Strategy for Earning Families

Patrick Lam, President of Capital Markets at Access Capital Group.

Wealth preservation begins before the check clears.

The families who build fortunes understand one truth: it's not what you earn—it's what you keep. While most chase returns, the sophisticated few focus on the spread between gross income and net capital. One strategy consistently delivers more value than any investment thesis, any asset allocation, any market timing.

Lam reveals:

• The single most valuable income tax strategy for families actively generating wealth
• Why income-earning families face different challenges than inherited wealth—and require different structures
• The legal framework the ultra-wealthy deploy that remains invisible to everyone else

The best investment most families will ever make isn't in markets. It's in never paying taxes they don't legally owe.

10:15 AM - 10:45 AM Morning Break 

10:45 AM - 11:15 AM | From Banking Dynasty to Electric Revolution: When Legacy Meets Disruption

Peter Gerbsch, DCM Mobile AG—entrepreneur and generational member of a dynastic European banking family revolutionizing the EV auto industry.

The best next-generation operators don't abandon the family legacy. They reimagine it.

Born into banking aristocracy, Peter chose a different throne: the electrification of mobility. While most heirs manage what they inherit, he's building what comes next—deploying capital, expertise, and a century-old family network into an industry rewriting the future of transportation.

Gerbsch reveals:

• How he's transforming the EV auto industry in Europe and beyond
• Where a generational family member allocates when betting on disruption
• The ventures he's building—and why traditional family capital structures can't keep pace
• His unfiltered advice to rising generations in successful families: when to honor the past, when to obliterate it

Legacy isn't what you protect. It's what you're willing to risk to create something greater.

11:15 AM - 11:45 AM | When Real Estate Stops Being Real Estate: The Infrastructure Play Families Are Missing

Anthony Ledesma, Founding Partner, DIA Capital Group

For centuries, real estate meant buildings. That era is ending.

As demographics shift, technology accelerates, and energy becomes the fundamental currency of sovereignty, the definition of "real estate" is being rewritten in real time. The families who cling to traditional office towers and retail centers will be left holding obsolete assets. The ones who see what's coming will own the infrastructure of the next economy.

Ledesma reveals:

• Data centers as the new Manhattan—owning the physical layer where computation happens
• Energy-producing real estate: solar farms, battery facilities, microgrids that generate power, not just occupy space
• Industrial and logistics networks for an economy where robots need buildings and autonomous systems need depots
• What happens to traditional office when demographics and AI make it obsolete

The anchor asset class for generational wealth isn't dying. It's transforming. And most families are looking in the wrong direction.

11:45 AM - 12:15 PM | The Great Unbundling: Why Half the Industry's "Family Offices" Shouldn't Exist—And Why Yours Might

Angelo Robles moderates a discussion with a single family office executive and Dale Veitch, Founder of Lexington, on the industry trends defining 2026.

The family office industrial complex has a dirty secret: most of what it sells, families don't need.

As the industry explodes with "family offices" at lower and lower thresholds, a critical question emerges: when does the structure actually make sense? The 2017 Lender vs. IRS case—still resonating today—validated the SFO model in ways that changed the game for families willing to structure correctly.

The conversation reveals:

• Can an SFO work at $30 million? (Yes, but only if you understand what Lender vs. IRS established)
• The 2026 trends reshaping MFO vs. SFO economics
• The threshold where complexity justifies cost—and when you're just paying for a business card

The best family office might be the one that doesn't look like anyone else's.

12:15 PM - 1:45 PM | Luncheon & Keynote

Dr. Alexander Wissner-Gross on the $33 Trillion Deflationary Collapse: How AI Annihilates Old Money—And Why Only Compute Infrastructure Survives

My February 18th Podcast With Alexander Was the Most Consequential Conversation I've Had in Two Decades!

Dr. Alexander Wissner-Gross—triple-major physicist (MIT's final student to simultaneously graduate in Physics, Electrical Engineering, and Mathematics), PhD in Physics from Harvard, Managing Partner of Reified.

Most wealth holders are optimizing for a world that's already gone.

While families debate asset allocation, AI is rewriting the physics of value itself. Deflation isn't a risk—it's the certainty. The question isn't whether your portfolio survives, but which 20% does, and whether you repositioned before everyone else realized the game changed.

Wissner-Gross reveals:

• The exact timeline when AI-driven deflation makes traditional portfolio construction obsolete
• Which structures extract value in post-scarcity economics when production trends toward zero cost
• Space as the only frontier: Will the first trillionaire be made on Earth or in orbit
• The 2026 family office org chart: How many humans, how many AI agents
• USA vs. China in the AI race: What happens if China takes Taiwan and controls TSMC
• The simulation hypothesis—and whether it changes capital allocation

This isn't theory. This is the operational blueprint for navigating economic discontinuity.

1:45 PM - 2:15 PM | Three Asset Classes, One Insane Bet, Your Biggest Mistake—Four Families Answer What Others Won't

Bryant Hayward leads four single family offices, answering the questions no one asks publicly.

Candor is the rarest asset class.

The most valuable intelligence in wealth management doesn't come from advisors—it comes from peers willing to admit what actually works, what failed spectacularly, and what everyone else thinks is insane but might be genius.

Four families answer:

• 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 those who understand the weight of the decisions you carry.

2:15 PM - 2:45 PM | Who Matters vs. Who Destroys Value in the Family Office: The Uncomfortable Truth About Everyone in Your Orbit

Angelo Robles leads family office executives and industry participants in answering the questions others are afraid to ask.

Most families are surrounded by people who drain capital instead of creating it—and lack the courage to acknowledge it.

Your team. Your outside advisors. Your board members. Your family members with titles but no accountability. Your legacy law firms billing by the hour for work that should cost a fraction. The ecosystem around every family office is filled with people who either compound value or destroy it. Most families won't admit which is which.

The panel reveals:

• Which roles actually move the needle—and which are expensive theater
• The family members adding value versus the ones who need to be bought out
• The outside advisors families overpay for out of fear, not necessity
• When boards become rubber stamps instead of strategic assets
• The brutal calculus: who stays, who goes, and why most families lack the courage to decide

The hardest part of building a world-class family office isn't finding great people. It's removing the wrong ones.

2:45 PM - 3:15 PM Afternoon Break 

3:15 PM - 3:45 PM | The Fixers: When Your Lawyer, Doctor, and Banker Can't Help You

Some problems don't have public solutions.

• Your daughter needs the world's best oncologist. Six-month wait. She's in the room in one week.
• Your son is detained in Dubai. He's home in 72 hours—charges dropped.
• Multi-jurisdictional tax audit threatens your structures. The examination ends quietly with no findings.
• Your family office network is breached. Within 48 hours, contained, threat neutralized, no data surfaces.
• A closed private fund allocation. You're in the next closing.
• Your family name appears in leaked documents. The story never runs. No authority makes contact.

This is not what wealth managers do. This is what fixers do—former intelligence operatives, medical concierges with direct relationships to Mayo and Sloan Kettering, crisis managers who've contained fires for sovereign wealth funds and heads of state.

Three of them take the stage. No names. No business cards. Just the operational reality of what's possible when you have the right phone number.

Because when the impossible becomes necessary, you don't want to be figuring out who to call.

3:45 PM – 4:15 PM | CLOSING KEYNOTE

THE AI-NATIVE FAMILY OFFICE: Building the Future Before It Arrives

Presented by Michael Sikorsky, Founder, Copia Wealth Studios

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The question is no longer whether artificial intelligence will transform family office operations. It already has. The question is whether your family office is building with it — or being left behind by those who are.

Michael Sikorsky is not a theorist. He is a multi-exit entrepreneur, a direct investor in over 100 private companies, and the principal of what may be the most AI-forward family office in existence. He doesn't observe the AI revolution — he architects it, daily.

In this electrifying closing keynote, Michael pulls back the curtain on how he has embedded artificial intelligence into the DNA of his family office, sharing the real tools, real workflows, and real results that separate the builders from the bystanders.

What You Will Take Away:

• The frontline differences between Gemini, Claude, Grok, and OpenAI — and how a sophisticated principal deploys each strategically
• AI swarms and Open Claw: what they are, why they matter, and how Michael is using them now
• Practical, repeatable AI applications any family office can implement immediately
• How AI is reshaping deal sourcing, due diligence, and portfolio intelligence across 100+ direct investments
• The mindset shift required to become a true AI-native principal — not just an AI user

 

Thursday, March 19th

12Noon Luncheon at National Polo Center

3667 120th Ave S
Wellington, FL 33414

Program TBD