The Family

Office Summit

 

The Family Office Summit
Miami - 27th January 2025


The Family Office Summit is a boutique full-day conference for family offices and select investment professionals.

Taking place in a private and intimate Southbeach-rooftop setting, the day will bring over 100 family offices, representing billions of dollars of investment capital, together. Guests will discover and explore investment opportunities and collaboration via networking sessions, 1-2-1 meetings, open pitches and forum debates.

A small selection of GPs from alternative investment funds, and founders raising investment rounds, will be invited to present their strategies and business for family office investment consideration, at this event.

At all Family Office Summits, our goal is to ensure the vast majority of attendees are family offices, rather than selling access to far too many fund or service providers. Coupled with a strictly limited and intentionally small capacity, this allows us to create a welcoming and pleasant event experience which has highest possible value for family offices, funds, founders and sponsors alike.

Our Family Office Promise

For a family office to attend, they are required to attest that:

  1. They manage the wealth of one or more UHNW's and their families, have over $50m AUM/NAV, and can share a primary private banking provider as a reference.

  2. They are not raising third party assets for a fee.

  3. That misrepresenting their position can lead to being permanently barred from the global AYU investment community.

  4. They will attend the full day of the The AYU Family Office Summit .

  5. They will commit to 1-2-1 pitch meetings with our GPs and founders, which will be arranged based on investment appetite.   

The Agenda

The AYU Family Office Summit Agenda

  • 9am - Event opens 

  • 9.30am - 1-2-1 meetings begin

  • 10am - Welcome remarks

  • 10:15 - Panel 1: 2025 for sophisticated family offices: Investment Strategies for the Next Decade

  • 11.30 am - Panel 2: Asset tokenisation and the rise of fractional ownership

  • 12.30 - Lunch and Fireside chat with Hernan Van Waveren, Werthein Group

  • 3pm - Panel 3: Co-investment and club deals: Collaborating with other family offices to access larger opportunities and mitigate risk.

  • 5pm - Cocktails 

  • 9pm - Close 


The Family Office Summit will run from 9am to 9pm at a private venue in Miami’s South Beach, disclosed to registered guests only.

Our focus for this event is primarily one-to-one pitch meetings and open networking, but this program will be supported by a series of panel discussions and fireside talks across the day.

As meetings and presentations come to an end in the late afternoon, guests will enjoy sundowning cocktails with ocean views.

In addition - all guests are invited to join us on the AYU Yacht on January 28th and 29th!

GP and Founder Fundraising Packages

Package 1
Event fee + success fee hybrid

  • 1 of only 15 GPs at the event

  • 2 team member tickets

  • 8-12 pre-vetted 1-2-1 meetings with family office investors

  • Open networking with all family offices in attendance (circa 100 family offices)

    $9,000 + success fee if booked before end November 2024
    $10,000 + success fee if booked in December 2024
    $11,000 + success fee if booked in January 2025



Package 2
AYU Cap Intro Membership - Annual subscription

  • 1 of only 15 GPs at the event

  • 4 team member tickets

  • 8-12 pre-vetted 1-2-1 meetings with family office investors at a Family Office Summit

  • Open networking with all family offices in attendance (circa 100 family offices)

  • Four personal AYU membership accounts with all membership benefits, including event access all year

  • Fund listing with dedicated AYU Capital Concierge account manager with full AYU Cap Intro

  • Two Family Office Cap Intro Dining Events (15 Family Offices and 3 GPs at each)

  • 25% discount on further Family Office Summits

$2,500 per month/$27,500 per year + success fees