Join 500+ family office leaders

NYC Family Office Summit

Join us us to connect with family office leaders, investors and executives for candid dialogue, strategic collaboration and actionable insights into the forces shaping wealth, legacy and leadership.

Secure Your Place

Button Text

Early bird offer

May 9, 2025

New York, USA

Pier Sixty, Chelsea Piers

500

Attendees

No items found.
No items found.

The Premier Family Office Summit

A private, highly curated forum for family office leaders to connect, exchange insights, and shape the future of legacy and capital allocation.

Register Now - Capacity Limited

from

$1,000

Exclusive Community

A highly curated gathering of top-tier family office principals, investors, and executives—each rigorously vetted to foster high-trust connections and meaningful dialogue.

World-Class Speakers

Engage with industry pioneers through panels and intimate discussions to broaden your perspective on seminal global topics and develop actionable insights.

Quality Connection

Our curated environment fosters conversations that translate into long-term partnerships, collaborations, and investment opportunities.

Intentional Experience

Every detail is designed for impact, ensuring an environment where ideas and relationships thrive.

Not attending this time or want to stay informed before registering?
Fill out this form to receive updates about the Heritage NYC Family Office Summit.

Register Your Interest

Button Text

Speakers

Hear from industry pioneers and family office leaders as they share perspectives on the future of wealth, leadership, and innovation.

View All Speakers

Button Text

Ryan Serhant

CEO

at

Serhant

See full speakers list

Michael Loeb

CEO

at

Loeb.nyc

See full speakers list

Andrew Yang

Co-Chair

at

Forward Party and Former Presidential Candidate

See full speakers list

Anthony Pompliano

CEO

at

Professional Capital Management

See full speakers list

Imran Khan

Former Chief Strategy Officer

at

Snapchat

See full speakers list

Philip Krim

Co-Founder & CEO

at

Casper

See full speakers list

David Senra

Founder

at

Founders Podcast

See full speakers list

Empty Speaker - NYC Family Office Summit

at

See full speakers list

Speakers from previous summits

Michael Loeb

CEO

at

Loeb.nyc

A.G. Spanos

Owner

at

LA Chargers

Alex Bhathal

Co-Owner

at

Sacramento Kings

Bradley Tusk

CEO

at

Tusk Ventures

Andrew Yang

Co-Chair

at

Forward Party and Former Presidential Candidate

Carter Reum

Founder

at

M13

Dmitry Shevelenko

Chief Business Officer

at

Perplexity

Joseph Lubin

Co-Founder

at

Ethereum

Josh Childress

Partner

at

Landspire Group

Kara Nortman

Founder

at

Angel City / Monarch Collective

Ken Nguyen

Founder

at

Republic

Lisa Bhathal

Governor

at

Portland Thorns

Michael Redd

Former NBA All Star

at

Per Wimmer

Founder & Family Office Leader

at

Nehal Raj

Co-Head

at

TPG Capital

Rob Chestnut

Former Chief Ethics Officer

at

Airbnb

Steve McLaughlin

Founder and CEO

at

FT Partners

Vivek Sodera

Founder

at

Superhuman

Tim Ellis

Founder & CEO

at

Relativity Space

Chelsea Peters

Founder

at

Full Impact Advisory

Zach Graumann

Founder & CEO

at

SuitUp & Longshot Strategies

Michael Loeb

CEO

at

Loeb.nyc

A.G. Spanos

Owner

at

LA Chargers

Alex Bhathal

Co-Owner

at

Sacramento Kings

Bradley Tusk

CEO

at

Tusk Ventures

Andrew Yang

Co-Chair

at

Forward Party and Former Presidential Candidate

Carter Reum

Founder

at

M13

Dmitry Shevelenko

Chief Business Officer

at

Perplexity

Joseph Lubin

Co-Founder

at

Ethereum

Josh Childress

Partner

at

Landspire Group

Kara Nortman

Founder

at

Angel City / Monarch Collective

Ken Nguyen

Founder

at

Republic

Lisa Bhathal

Governor

at

Portland Thorns

Michael Redd

Former NBA All Star

at

Per Wimmer

Founder & Family Office Leader

at

Nehal Raj

Co-Head

at

TPG Capital

Rob Chestnut

Former Chief Ethics Officer

at

Airbnb

Steve McLaughlin

Founder and CEO

at

FT Partners

Vivek Sodera

Founder

at

Superhuman

Tim Ellis

Founder & CEO

at

Relativity Space

Chelsea Peters

Founder

at

Full Impact Advisory

Zach Graumann

Founder & CEO

at

SuitUp & Longshot Strategies

Michael Loeb

CEO

at

Loeb.nyc

A.G. Spanos

Owner

at

LA Chargers

Alex Bhathal

Co-Owner

at

Sacramento Kings

Bradley Tusk

CEO

at

Tusk Ventures

Andrew Yang

Co-Chair

at

Forward Party and Former Presidential Candidate

Carter Reum

Founder

at

M13

Dmitry Shevelenko

Chief Business Officer

at

Perplexity

Joseph Lubin

Co-Founder

at

Ethereum

Josh Childress

Partner

at

Landspire Group

Kara Nortman

Founder

at

Angel City / Monarch Collective

Ken Nguyen

Founder

at

Republic

Lisa Bhathal

Governor

at

Portland Thorns

Michael Redd

Former NBA All Star

at

Per Wimmer

Founder & Family Office Leader

at

Nehal Raj

Co-Head

at

TPG Capital

Rob Chestnut

Former Chief Ethics Officer

at

Airbnb

Steve McLaughlin

Founder and CEO

at

FT Partners

Vivek Sodera

Founder

at

Superhuman

Tim Ellis

Founder & CEO

at

Relativity Space

Chelsea Peters

Founder

at

Full Impact Advisory

Zach Graumann

Founder & CEO

at

SuitUp & Longshot Strategies

Michael Loeb

CEO

at

Loeb.nyc

A.G. Spanos

Owner

at

LA Chargers

Alex Bhathal

Co-Owner

at

Sacramento Kings

Bradley Tusk

CEO

at

Tusk Ventures

Andrew Yang

Co-Chair

at

Forward Party and Former Presidential Candidate

Carter Reum

Founder

at

M13

Dmitry Shevelenko

Chief Business Officer

at

Perplexity

Joseph Lubin

Co-Founder

at

Ethereum

Josh Childress

Partner

at

Landspire Group

Kara Nortman

Founder

at

Angel City / Monarch Collective

Ken Nguyen

Founder

at

Republic

Lisa Bhathal

Governor

at

Portland Thorns

Michael Redd

Former NBA All Star

at

Per Wimmer

Founder & Family Office Leader

at

Nehal Raj

Co-Head

at

TPG Capital

Rob Chestnut

Former Chief Ethics Officer

at

Airbnb

Steve McLaughlin

Founder and CEO

at

FT Partners

Vivek Sodera

Founder

at

Superhuman

Tim Ellis

Founder & CEO

at

Relativity Space

Chelsea Peters

Founder

at

Full Impact Advisory

Zach Graumann

Founder & CEO

at

SuitUp & Longshot Strategies

Program Agenda

See Full Agenda

Button Text

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

Register Now and Save

Heritage Membership

Complimentary Access

Register with your community email to access your complimentary ticket

Register

Button Text

Family Office

$1,000

For First Gens, Next-Gens, & FO  Executives

Purchase Ticket

Button Text

Allocators

$2,000

For PE, VC, RE, Hedge Fund, Fund of Funds, and Mutual Fund Managers

Purchase Ticket

Button Text

Vendors

$2,500

Strictly limited to 20 passes per summit. For additional passes, click here

Purchase Ticket

Button Text

Frequently Asked Questions

For more information please contact our team at  contact@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?
Are there sponsorship opportunities available?
Can I suggest a speaker/topic?