2025 FOX Private Family Capital Summit

Overview

Wednesday, Apr 30, 2025 - 10:00am
Friday, May 02, 2025 - 12:00pm
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April 30, 2025: Reserved for family members, single family office executives, and invited industry leaders 
May 1-2: Reserved for family members, single family office executives, advisor members and invited industry leaders 

All times listed are US Eastern time.

If you would like to:
•    register with an event credit
•    register another member of your organization
•    or are having trouble registering 
please contact us at events@familyoffice.com

Region
United States
Location
Miami, FL

Registration

Please login to see your registration options. Non-members can create a FOX Public Network guest account here.

Questions? Contact us at events@familyoffice.com or reach out to your relationship manager.

Address

Hotel AKA Brickell
1395 Brickell Avenue
Miami, FL 33131
United States

April 30, 2025: Reserved for family members, single family office executives, and invited industry leaders 
May 1-2: Reserved for family members, single family office executives, advisor members and invited industry leaders

The Private Family Capital Summit (PFCS) is the preeminent community event for families and family office investors stewarding Private Family Capital across asset classes and strategies.

This event continues the same great thematic content, same global perspective and same diversity of thought regarding investment strategies, managing risk and the global macroeconomic backdrop as in previous years of FOX's annual investment forum, all with a more focused lens through which to view the unique challenges, advantages and strategies associated with investing Private Family Capital. This year's content and conversations will include some of the world's most effective family office investors, global business leaders and other voices in the Private Family Capital ecosystem curated for their unique perspectives that can help inform investment decision-making, asset allocation and risk mitigation.

Join us for these invaluable discussions designed for investors and decision-makers navigating today's evolving investment landscape.

Who Should Attend

In-person registration for this event on April 30th is reserved for family members, single family office executives, and invited industry leaders.

Family members from all investment skill levels are encouraged to attend.

FOX advisor members may send an appropriate senior-level investment person to our May 1st  and 2nd programming with FOX approval.

Qualified non-member family, single family office, and senior level investment advisor prospects may attend this event with FOX approval.

Registering for the Program

Please note that forum credits or a registration fee will be required to attend in-person. Additional discounts will be available for multiple members of your family or firm to attend in-person. Please contact your relationship manager or events@familyoffice.com for more information. 

Event Venue

This event will take place at Hotel AKA Brickell, 1395 Brickell Ave, Miami, FL 33131

  

Pricing

 

  FOX Members Non-Member
Individual Attendees $2,850 $3,550
Multiple attendees from the same organization $2,550 $3,200

 

Wednesday, April 30
Reserved for Family Members, Single Family Office Executives, and Invited Industry Leaders.
All times listed are in US Eastern time.             
 

Builder Capitalism Roundtable
   
8:00 am Roundtable Registration and Breakfast Opens
   
9:00 am - 12:00 pm

Builder Capitalism Roundtable

One of the most difficult challenges for a multi-generational family is instilling an entrepreneurial spirit into the family and/or family office. Join us for a half a day deep dive with family offices building companies, platforms and new businesses adjacent to their family office or family business. At this roundtable, we will identify, isolate, and discuss some best practices from those investing Private Family Capital with a Builder Capitalist mindset. For more information, click here.
   

Private Family Capital Summit
   
12:00 pm Family Registration and Luncheon Open
   
1:00 pm

Welcome to the Private Family Capital Summit

Nate Hamilton, Vice Chair, FOX
Nick Rhoads, Board Member, FOX
   
1:30 pm

Inside the Mind of an Entrepreneurial Family Office

In this exclusive session, we’ll interview an entrepreneurial family office that has successfully merged business acumen with investment strategy. Through a candid discussion, we’ll explore how the family’s entrepreneurial spirit, vision, and core principles continue to shape their approach to managing wealth, making strategic investments, and navigating the complexities of multi-generational legacy building.
   
2:30 pm

Break
   
3:00 pm - 5:00 pm

Investment Opportunities, Deal Flow & Case Studies from Private Family Capital Investing Peers

These peer discussions will allow attendees to dive deeper into industry verticals, investment strategies and specific deals with others investing Private Family Capital. Participants will have the opportunity to review, discuss and learn how other families are applying various approaches and their respective areas of expertise towards sourcing, conducting due diligence and capitalizing deals. We encourage attendees to identify questions, topics and/or investments they’d like to discuss when registering or to the event.
   
5:00 pm

Sessions Conclude
   

Direct Investing Dinner
   
6:30 pm Direct Investing Dinner

Enjoy dinner, dialogue, and networking with peers investing Private Family Capital, to include family members, wealth owners and family office CEO’s / CIO’s.
   

Thursday, May 1

Open to Family Members, Single Family Office Executives, and Family Office Executives, and Advisors.
   
8:00 am Registration and Breakfast Opens
   
9:00 am

Welcome

Nate Hamilton, Vice Chair, FOX
Nick Rhoads, Board Member, FOX
   
9:30 am

Investing in Today’s Global Macroeconomic Environment

In this insightful session, we’ll delve into the current state of the global macroeconomic landscape and its profound impact on investment strategies for Private Family Capital across asset classes, sectors, and geographies. Led by one of the financial industry’s foremost global macro strategists, this presentation will provide a comprehensive analysis of evolving economic conditions from inflation trends and interest rate fluctuations to geopolitical risks and supply chain disruptions.
   
10:45 am

Break
   
11:00 am

Building Direct Investment Platforms Anchored by Private Family Capital

In this engaging panel discussion, we’ll explore how family offices are increasingly leveraging Private Family Capital to build and scale direct investment platforms across a wide range of asset classes. With a focus on growth and innovation, this session brings together top industry experts who are at the forefront of driving transformative change driven by growth and innovation.
   
12:00 pm

Luncheon
   
1:00 pm

Keynote Speaker: Global Business Leader

Join us for an inspiring and thought-provoking keynote session with a global business leader.
   
2:00 pm

Networking Break
   
2:30 pm

Breakout Sessions:

Energy Investing for PFC Investors
The energy and natural resources sector is at a unique inflection point that the newly-elected administration may only accelerate. Hear three family offices with energy investing expertise discuss the opportunities and risks in the space today.

PFC & Traditional Buyout Investing: Industrials FO Panel
Family offices continue to increase direct investments in private companies, and the industrials sector presents many opportunities for traditional buyout investing, tailored for Private Family Capital. Three family office investors discuss their experience investing in industrials businesses and beyond.
   
3:30 pm

Networking Break
   
4:00 pm

The Evolution of AI: 2025 & Future Outlook

One of the world’s foremost AI investors will provide an in-depth update on the rapidly evolving landscape of artificial intelligence and its outlook. As AI continues to transform industries from healthcare and finance to manufacturing and consumer tech, understanding its trajectory is critical for investors looking to capitalize on emerging opportunities.
   
5:00 pm

Closing Remarks and Day Concludes

Nate Hamilton, Vice Chair, FOX
Nick Rhoads, Board Member, FOX
   
5:30 pm

Reception
   
7:00 pm

Reception Concludes
   

Friday, May 2

Open to Family Members, Single Family Office Executives, and Family Office Executives, and Advisors.

Frontier Technology Roundtable
   
8:00 am

Registration Opens
   
8:30 am - 12:00 pm

Breakfast and Frontier Technology Roundtable

Exponential technology is changing the way we live, work and invest. You’ll hear from experienced investors and industry experts on opportunities, risks and investment approaches related to topics ranging from AI to longevity to blockchain and beyond.

Private family capital investors interested in exploring discussions around the evolution and future of technology and investing are encouraged to attend. For more information, click here.
Speakers

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Nate Hamilton
Vice Chair, FOX

Nate Hamilton, CFA, is currently Co-Founder and Managing Partner of Heritage Partners Group, a private equity investment and operations platform focused on the acquisition and roll-up of consumer retail and information services businesses. Nate has significant experience in partnering with and investing alongside private family capital and family-owned businesses. Prior to founding Heritage, he worked in investment banking, sales and trading and private equity across several institutions including Goldman Sachs, UBS and as a co-founder of FDX Capital, a direct-investment platform built for FOX family offices. Nate currently sits on the Advisory Board of Family Office Exchange and is a consultant to the Direct Investment Network. He earned his Bachelor’s degree in Economics from Vanderbilt and an M.B.A. from the University of Chicago Booth School of Business.

Peter Moustakerski
CEO, FOX

Peter Moustakerski is CEO of Family Office Exchange (FOX), the premier resource for families managing private enterprises and family wealth across generations. For over 30 years, FOX has been recognized as the industry’s most exclusive, innovative, and influential community for peer networking and learning, and has provided independent insights, expert guidance, and practical solutions to complex problems related to family transitions and family wealth.

Peter has spent more than 25 years as a C-level strategist and executive across a variety of industries, including wealth management, capital markets, and technology. He is a former family office executive and FOX member, management consultant, and entrepreneur. He has served as a strategy, innovation, and growth leader for a number of private and public companies and founded two start-ups in New York City and China.

Prior to joining FOX, Peter served as Chief Operating Officer of the family office of the founder of Bridgewater Associates, where he worked closely with the principal family members to envision and oversee the redesign of the family office strategy and day-to-day operations to better serve the evolving needs of the family. Before that, Peter was a management consultant at Booz Allen Hamilton, advising many of the world’s top C-suite leaders, and a strategy executive at UBS, leading all growth and transformation initiatives for the bank’s wealth management organization.

Most recently, Peter was Chief Strategy Officer of News America Marketing, a former News Corp. subsidiary, where he built and led the Corporate Strategy and M&A function and led the company’s successful carve-out and sale to a private equity sponsor. In addition, for more than 20 years, Peter has been a contributing writer and researcher with The Economist Intelligence Unit (EIU), and has led many qualitative and quantitative research projects, and written a number of influential white papers for the EIU, NBER, and other research institutions and media publications.

Peter holds an MBA from Columbia Business School and a BS in Computer Science and Engineering from Zhejiang University in China, and is proficient in Mandarin, Russian, and Bulgarian.

Areas of Expertise: Enterprise Strategy, Strategy-to-Execution Best Practices, Digital Transformation

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Nick Rhoads
Board Member, FOX

Nick is an accomplished entrepreneur, investor and executive with deep experience building and investing in businesses at an institutional scale. Nick is the Co-Founder and Managing Partner of Heritage Partners Group (“Heritage”), an investment firm focused on acquiring, building and growing private businesses and real estate. The Heritage strategy is characterized in part by a differentiated approach to private investing, partnering exclusively with family capital and utilizing a permanent, flexible approach to timelines, structure and asset monetization. Throughout Nick’s career, he has worked closely with family offices and high-net-worth individuals, and he understands the unique challenges and opportunities that families encounter. 

Prior to founding Heritage, Nick worked in the investment banking division at Goldman Sachs, where he advised publicly traded and privately held companies on M&A, equity financing and other strategic initiatives. Previously, Nick held various positions at Fidelity Investments, where he was consistently recognized as a top 1% producer in the firm’s wealth management division and served on various firmwide leadership committees. 

Since 2018, Nick has served on the Advisory Board of Family Office Exchange (“FOX”), the world’s premier network for multigenerational family offices. Nick is involved in several charities in New York and in his home state of Virginia and has been a regular guest lecturer at Columbia Business School and at the University of Maryland. He has a B.S. from Virginia Tech and an M.B.A. from Columbia Business School, where he was a Columbia Fellow.

Click to book: Hotel AKA Brickell - FOX Private Family Capital Summit 2025

Hotel AKA Brickell
1395 Brickell Avenue Miami, FL

305 503 6500

FOX has reserved a limited number of rooms at the Hotel AKA Brickell. 

General Questions:  

How will I select my sessions if I register before the whole agenda is announced?

The FOX events team will reach out to you when the full agenda is announced to select your family seminars (if applicable), breakout sessions, peer dialogues and social events.

 

Will you offer CPE Credits?

Yes. CPE credits can be earned for all eligible sessions, in-person.

 

I'm interested in learning more about sponsorship for this event, who do I contact?

Please contact Dave Blide, Business Development, 917.741.6400 or dblide@familyoffice.com

 

What is your refund policy?

To ensure the most flexibility for our members and guests, refunds of forum credits or registration fees will be granted up until we distribute access to the program app and portal on Monday, April 28, so long as we are notified in writing at events@familyoffice.com.  

 

What is the dress code? 

Business casual attire is recommended. 

 

How do I book a guest room at the Hotel? 

FOX has reserved a limited number of rooms at the Hotel AKA Brickell. Rate information and booking procedures to come in January.

 

Attending the Forum and using the Forum App and Portal: 

Where is the Forum portal/app and how do I access it? 

Information on accessing the portal will be emailed to you directly prior to the event. For access assistance please email events@familyoffice.com. You must be registered to access the event. 

 

How do I log in? 

To log in, you will need the email address you used to register. Once you enter your first name, last name, and email address on the login screen, you will be sent a verification code to your email address. Once you enter your verification code, you will have access. 

Please note: once you have entered your email address, it can take up to 10 minutes to receive your verification code. If you need assistance, please reach out to us at events@familyoffice.com. 

 

Which technologies are you using? 

  • CVENT/ Attendee Hub will provide our Forum portal. 
  • Mentimeter will be used for in-session polling. 

 

What device should I use? 

Some employers prevent access to external conference platforms from corporate VPN accounts. You may find it easiest to use a personal device to access this event. 

 

What do I do now that I’ve logged in? 

We recommend: 

  • Completing your profile and un-hide yourself.
  • Reviewing the “attendee” section and requesting to connect with other attendees. 
  • Taking some time to become familiar with the portal, and the “All Sessions” page, where you will access the agenda. 

 

Do I have to log in every time I visit the event? 

If you do not close your browser windows or log out of the Forum, you will not need to log in again. Otherwise, you will need to log in again. 

 

What is the time zone? 

All published times are in U.S. Eastern time. 

 

How can I change my visibility setting from hidden to visible or vice versa? 

Navigate to “edit your profile,” where you can change your visibility. 

 

My question isn’t here, how can I get additional help?

Please email events@familyoffice.com and we’ll be delighted to assist you.