The Family Office Formula

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The Family Office Formula

Los Angeles - Nov. 3rd, 2025 | 10am PST

Dallas - Nov. 4th, 2025 | 10am CDT

Fort Lauderdale - Nov. 5th, 2025 | 10am EST

New York City - Nov. 6th, 2025 | 10am EST

After hosting 300+ events and featuring 1,500+ speakers over the past 18 years, we have developed a proven checklist of building blocks designed to help create and sustain generational wealth.

Through this experience, we know what never contributes to lasting wealth, what pitfalls can derail progress, and where the ultra-wealthy consistently focus their time and energy to grow their businesses and scale their influence.

At this Investor Access Series Event, you will gain direct access to ultra-wealthy guest family office speakers, practical checklists, worksheets, small-group breakout sessions, and our exclusive Family Office Formula one-page framework to take home. These tools will equip you with the knowledge, process, and step-by-step actions needed to accelerate your wealth-building journey and model the strategies of the most effective family offices and investors.

Unlike our large-format Investor Summits, which typically draw 400–700 participants, this mastermind-style workshop is designed for interaction, Q&A, intimate breakouts, and peer-to-peer networking among investors and founders.

As a member of our Investor Club, you’ll also have access to our suite of proprietary pre-trained AI tools, our member portal with 1,250+ investor talks available on-demand, and admission to all 25 of our annual live events—including this one.