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. 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 

Breakfast & 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 along with Bryant Hayward 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. But to understand what's coming, you have to understand what's already here: humans learned to take sand and make it think. That single fact — a grain of silicon transformed into intelligence — is the engine behind everything else. The AI race isn't a technology story. It's an energy story. And the conflict between the US and Iran isn't primarily a regional dispute — it's a calculated move to deny China the energy it needs to win that race. Geopolitics and AI are not two headlines. They are one.

What Angelo witnessed:

• How AI is fracturing trust in institutions — not just changing portfolios
• Which families are fleeing stability for optionality (and why)
• Why the US-Iran conflict is a proxy battle for AI supremacy — and what that means for capital
• 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 understood that sand, silicon, and sovereignty were always the same story.

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 | Blood, Capital, and Code: A Father and Son Build the Family Office of the Future

The family office was built to preserve wealth across generations. But what happens when two generations are in the room at the same time — and they see the world differently?

Chuck and Sam Clarvit are a rare thing: a father and son operating together inside the same family office, navigating the tension between institutional wisdom and technological disruption in real time. Chuck brings decades of pattern recognition — how deals are sourced, how trust is earned, how legacies are protected. Sam brings something else entirely: the ability to integrate AI into the systems, workflows, and operations that keep a modern family office running.

Together, they don't just represent a family. They represent the question every family office will face: how do you hand down what matters without losing what works?

What they'll share:

• How a multigenerational partnership actually functions — the dynamics, the friction, the advantage
• How Sam is integrating AI into deal sourcing, operations, and daily workflows
• How they identify and evaluate opportunities — and where their instincts diverge
• The systems and processes they've built to run a disciplined, efficient family office
• What the next generation sees that the previous one misses — and vice versa

The greatest family offices won't be built by one generation. They'll be built by two.

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 | Ten Names, Ten Bets, One Hundred Times Your Money

Angelo Robles sits down with JJ Sowers, Private Investor-Principal in his Family Office. 

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.

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 autonomous weapon system, every financial algorithm, every contested election — all of it depends on semiconductors manufactured on a single island 100 miles from a superpower that claims it as its own. NVIDIA didn't just build a company. It built the central nervous system of the modern world. And Dr. Joe Eaton worked inside it. He didn't just watch the chip revolution from the outside — he was in the rooms where the architecture of the future was being designed. Now he invests based on what he knows. And what he knows changes how you see everything.

What Eaton reveals:

• What working inside NVIDIA taught him that no analyst, no fund manager, and no headline ever will
• Why NVIDIA's dominance is both a miracle and a single point of failure for global AI progress
• Why Taiwan isn't just a geopolitical risk — it's the choke point the entire century turns on
• Where the next generation of chip innovation is actually happening — and who's funding it
• How sophisticated families should be thinking about semiconductor exposure right now

Control the chips. Control the intelligence. Control the future.

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 | Fire and Freight: Iran, the Red Sea, and Where Dynastic Capital Moves When the World Breaks

Angelo Robles in conversation with Dale Davis, Retired U.S. Marine & Single Family Office Executive (European Family) 

The Middle East is not a regional crisis. It's a stress test for the entire architecture of global commerce.

Iran. Strait of Hormuz. Houthi interdiction in the Red Sea. Every chokepoint under pressure simultaneously—and the families who've survived empires, revolutions, and world wars are not waiting to see how it resolves. They're already positioned.

Dale Davis one of the sharpest logistical strategic minds operating at the intersection of geopolitics, defense, and global commerce. He brings both the European perspective—where proximity to conflict is existential, not theoretical—and the American strategic lens where power projection meets economic consequence.

The conversation reveals:

• Why Iran's calculus has shifted—and what that means for shipping, energy, and global supply chains in 2026
• The logistics of war: how conflict disrupts transport corridors and what happens to capital when sea lanes close
• How the world's oldest, wealthiest families think about geopolitical risk—not as a hedge, but as a structural discipline built over centuries
• The divergence between European and American risk frameworks—and why both perspectives matter now more than ever
• Where the real vulnerabilities are in global trade infrastructure—and where sophisticated families are quietly repositioning
• The capital moves billionaires are already making—shipping infrastructure, container logistics, defense technology, and space as the next sovereign domain—and why the families who've seen conflict before are moving first

The families who've lasted a thousand years didn't survive by hoping for stability. They invested in what conflict makes indispensable.

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: Inside the Tank: How an Iconic American Billionaire's Family Office Really Works

Bryant Hayward interviews the Family Office Executive managing the empire behind one of America's most recognized investors — a Shark on Shark Tank.

Everyone has seen the show. Nobody sees what happens after.

Behind the cameras, the handshakes, and the headlines is a family office quietly managing hundreds of private investments — sourcing deals, conducting diligence, managing relationships, and building systems that can handle a portfolio most institutions would struggle to run. This is a rare, unfiltered look at how one of America's most prolific investor brands actually operates at the family office level — the infrastructure, the discipline, and the decision-making that never makes it to television.

What you'll hear:

• What Shark Tank deal flow actually looks like — and how a fraction of it survives contact with reality
• How the family office manages hundreds of active private investments simultaneously
• The systems, workflows, and people required to operate at this scale
• How deals are sourced, evaluated, and structured outside the Tank
• What the rest of us can learn from one of the most visible — and most misunderstood — investment brands in America

The camera shows you the deal. This session shows you everything that comes after.

 

Wednesday, March 18th

Colony Hotel 155 Hammon Avenue, Palm Beach 

Breakfast & 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 Invisible Allocator: 200 Bets on the Future From Someone You've Never Heard Of A Mystery Entrepreneur & Family Office Principal

He won't be on your radar. That's by design.

Over two decades, this family office principal has quietly allocated to more than 200 private companies—not as a passive LP, but as a pattern-recognition machine who bets on where the new economy is actually heading, not where the consensus thinks it's going.

The conversation reveals:

• The framework behind 200+ private allocations—what he looks for before anyone else is looking
• What's working right now in the new economy that most family offices are still too slow to access
• The categories he's quietly exiting—and why what worked in 2022 may be structurally broken by 2027
• How AI isn't just changing individual companies—it's making entire business models obsolete in real time
• Why the next three years will separate the allocators who understood the shift from those who didn't

The most important capital in the room is often the quietest. Today, it speaks.

10:15 AM - 10:45 AM Morning Break 

10:45 AM - 11:15 AM | Quantum Breaks Everything: The Cybersecurity Threat No One Is Ready For

Cybercrime costs the world $10.5 trillion a year — more than the GDP of every nation except two. And that's before quantum computing makes today's best security look like a screen door.

Walter Raquet — Co-Founder of Knight Capital and Executive Chairman of Symmatrics — has spent nearly two decades building what comes next. His premise is simple and devastating: every bank, every government, every family office on earth is protected by encryption that quantum computing will crack. Not might. Will.

Most security is built to detect a breach after it happens. Symmatrics was built to make the breach impossible — a fundamentally different architecture, engineered for what's already coming.

• Why $10.5T in annual cybercrime is the preview, not the main event
• The quantum threat in plain terms — what breaks, when, and why faster than anyone admits
• Why detection-based security loses when attacks move at machine speed
• The inflection point sophisticated capital is already quietly positioning around

The firms that built the replacement before the foundation cracked don't just survive — they win.

11:15 AM - 11:45 AM | The Shadow Markets: Where the World's Most Sophisticated Capital Actually Goes Monte Lee Wen, Founder, Ironhorn Partners

While most investors fight over the same crowded trades, a different breed of capital hunter operates in the spaces between—where asymmetric risk, hidden structures, and global intelligence create opportunities the mainstream never sees.

Monte Lee Wen has built a career finding the opportunity within the opportunity.

The conversation reveals:

• Why the most compelling risk-adjusted returns exist precisely where conventional capital won't go
• How global intelligence—geopolitical, cultural, structural—separates elite allocators from everyone else
• The architecture of a truly asymmetric trade: more upside, engineered downside protection
• What family offices with patient, private capital can access that institutions structurally cannot
• Where Ironhorn is looking in 2026—and why most families are looking in the wrong direction entirely

The world's best opportunities don't announce themselves. You have to know where to look—and how to move.

11:45 AM - 12:15 PM | Built to Last or Built to Bill: Rethinking the Family Office in 2026

Angelo Robles moderates a discussion with Wendy Wing (SFO) and Dale Veitch, Founder of Lexington (hybrid MFO), 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

The Physics of Wealth: How AI Rewrites the Laws of Capital, Power, and Human Advantage

Dr. Alexander Wissner-Gross — MIT's final simultaneous triple-major in Physics, Electrical Engineering & Mathematics; PhD in Physics, Harvard; Managing Partner, Reified; Co-Host, Moonshots Podcast

My February podcast with Alexander was the most consequential conversation I've had in two decades. Today, he continues it — live, in this room.

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

Dr. Wissner-Gross doesn't forecast trends. He reads the underlying physics of how intelligence, capital, and power actually reorganize — and right now, all three are reorganizing simultaneously at a speed that makes traditional planning not just insufficient, but dangerous.

The conversation goes deep:

• The deflationary collapse hiding inside AI-driven abundance — and which 20% of your portfolio actually survives
• Post-scarcity business models: what value creation even means when production trends toward zero cost
• Space as the only true 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, and what does judgment cost when intelligence is infinite?
• USA vs. China — if Taiwan falls and TSMC goes dark, does Western AI pause for five years?
• Sovereign AI infrastructure: at what AUM does air-gapped, proprietary AI become mandatory — not optional?
• The simulation hypothesis — a physicist's direct answer, and whether it actually changes how you allocate capital
• Non-human intelligence — what the physics actually suggests about UAPs, non-terrestrial phenomena, and whether the most important disclosure in history is already hiding in plain sight

The most dangerous assumption in wealth management is that tomorrow resembles yesterday. It doesn't. And the families in this room can no longer afford not to know why.

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 | The World on Fire: What's Actually Happening Outside America's Borders A Presentation by Antonio Lopez, International Family Principal & Founder, Access Group

Most family offices are watching the world burn through an American lens. Antonio Lopez watches it from the ground.

As an international allocator moving capital across private deals on multiple continents, Antonio has built feedback loops that no Bloomberg terminal can replicate. He doesn't read about Venezuela, Colombia, Mexico, or the Middle East—he operates inside them. And what he's seeing should challenge every assumption your family office holds about global exposure.

Antonio reveals what the world looks like when you're actually in it:

• The macro deterioration unfolding across Latin America—Venezuela, Colombia, and Mexico—and what it means for commodities, energy, real estate, and defense allocations
• Why Mexico's escalating cyber vulnerabilities, now exploited through basic AI tools, represent a threat vector most family offices are completely unprepared for
• The Middle East through the eyes of a traveling allocator: where capital is moving, where it's fleeing, and what the current turmoil signals for private deal flow
• How his global feedback loops—built through years of on-the-ground relationships—translate into real allocation intelligence and risk mitigation others simply don't have access to

The families who navigate the next decade won't be the ones who avoided the chaos. They'll be the ones who understood it first.

2:45 PM - 3:15 PM Afternoon Break 

3:15 PM - 3:45 PM | The Deep Unknown: What the Ocean Teaches Us About Risk, Capital, and the Frontiers Worth Owning

Angelo Robles interviews Henry Gazay — Franco-American entrepreneur, circumnavigator, Family Office, founder of BluKap, member of the New York Explorers Club, and French Trade Advisor by nomination of the French Prime Minister.

Most investors have never been truly alone with risk. Henry Gazay has.

After bootstrapping a healthtech company and selling it to Carlyle in 2019, Gazay didn't go to the next conference or deploy into another fund. He sailed around the world for three years — spending time with some of the most isolated island communities on earth, navigating COVID from the open ocean, and fundamentally rethinking everything he thought he understood about systems, risk, and survival. He came back in 2024 and founded BluKap, a VC firm built on a single conviction: the ocean is the most underpriced, underallocated, and systemically critical asset class in the world. Nobody in this room owns it. That's either a blind spot or an opportunity — and this conversation is about figuring out which.

What this conversation explores:

• Why most portfolios are optimizing for the wrong things — and what three years at sea revealed about which systems actually cannot fail
• The most important asset class no one owns: why the ocean underpins climate, food, trade, and biological discovery — yet remains structurally absent from family office portfolios
• Space vs. ocean — is sophisticated capital chasing narrative over reality while nearer-term, underpriced opportunities go unowned?
• Ocean biotechnology as the largest unexplored dataset on earth — and why AI makes this asymmetry more urgent, not less
• Whether family offices have a structural advantage at the frontier — or are quietly missing a decade
• Exploration as the earliest stage of investing: how to allocate to opportunities that don't yet exist in traditional frameworks
• His take on aliens — and what time spent with the world's most isolated communities does to your priors about intelligence, contact, and the unknown
• From insight to execution: how to build real exposure in a fragmented, technical, and misunderstood ecosystem

The families who found the last great opportunities didn't wait for the category to exist. They sailed toward it.

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 200 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 (12Noon - 3:30PM) at National Polo Center

3667 120th Ave S
Wellington, FL 33414

Private Credit. First Position. Real Assets. 

While the rest of the market was building complexity — layered structures, synthetic exposure, instruments that require a lawyer to explain — The Bernson Group was doing something almost unfashionable: owning the first lien on the house. The actual house.

There's a reason that's held up across every cycle.

Gary Bernson, President of The Bernson Group, makes the case that the most sophisticated position in private credit right now isn't the most complicated one — and shares what years of proprietary underwriting and consistent execution have revealed about where real yield and real protection actually live. 

Hard assets. First position. A process the market can't easily replicate. In a world drowning in financial engineering, sometimes the edge belongs to the firm that never needed it.

What Family Offices will take away: 

•  What the residential private credit market actually looks like from the inside — cycle after cycle
•  How proprietary underwriting creates durable advantage in a space others treat as commodity
•  Why first-lien hard asset exposure changes the risk conversation for long-term family capital
•  What complexity costs you — and what discipline buys

When everything else requires a footnote, the house is still there. 

From Family Karma to Planetary Dharma

NextGen Leadership Panel | Polo Fields

As one of the largest generational wealth transfers in history unfolds, NextGen leaders are stepping into a defining role: honoring the legacy they’ve inherited while shaping a more purposeful, future-oriented world.

This panel brings together a dynamic group of NextGen family office leaders to explore how wealth is evolving—from preservation to purpose, from capital to consciousness, and from family legacy to planetary impact.

Created & Curated by: Maryn Ryan Soref, 4th Generation Family Member 

Multi-generational family member speakers include: Andrew Antar, Springna Zhao, Bryan Martin, Anthony Deonarian and James Dykstra