NYC Family Office Summit

Program Agenda

Secure Your Place

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Early bird offer

Friday

May 9, 2025

Beyond Discussion

Breakfast, Lunch & Reception

Networking Sessions

Peer Breakouts

Agenda of the day

Registration & Breakfast

Fireside Chat

Morning Breakouts

Morning Breakouts

Capital Allocation

Tech Entrepreneur to Allocator

Crypto: The Emergence of a Breakaway Asset Class

PE: Lower-Middle Market Funds as an Investment Strategy

Lunch

Fireside Chat

Afternoon Breakouts

Afternoon Breakouts

Family Longevity

Enduring Family Businesses & Legacies

Building Companies: Zero to Scale

Best Practices & Innovation in Philanthropy

Reception

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Frequently Asked Questions

For more information please contact our team at  summits@byheritage.com

How does Heritage ensure a curated attendee list, and what happens after I pre-register?
How do I redeem my Heritage member rate?
How can I stay informed about summit updates?
Where can I find information about accommodations and logistics?
What is the dress code?