The Family Office Summit New York
The Family Office Summit
New York - June 11th
The Family Office Summit is a boutique full-day conference for family offices and select investment professionals.
Taking place in a private and intimate 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 offers the 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:
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.
They will attend the full day of the The AYU Family Office Summit .
They will commit to 1-2-1 pitch meetings with our GPs and founders, which will be arranged based on investment appetite.
They are not raising third party assets for a fee.
That misrepresenting their position can lead to being permanently barred from the global AYU investment community.
Fake Family Offices
It is unfortunate that the scourge of the “fake family office”continues throughout the investment industry. We encourage anyone encountering someone they believe to be misrepresenting as a family office to share that insight with the AYU community. For more information about this and the Approved Family Office program please click here.
The Family Office Summit Agenda
The Family Office Summit will run from 9am to 9pm at a private venue in Manhattan, disclosed to registered guests only. The event will combine one-to-one pitch meetings, panel discussions, open networking and fireside talks across the day. The official agenda for the day will be announced soon.
Event GP and Founder Fundraising Packages
Package 1
Event fee only
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)
$8,000 if booked in April 2025
$9,000 if booked in May 2025
$10,000 if booked in June 2025
10% discount available for existing AYU members
Package 2
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)
$4,000 + success fee if booked in April 2025
$4,500 + success fee if booked in May 2025
$5,000 + success fee if booked in June 2025
10% discount available for existing AYU members
AYU Cap Intro Membership
(Annual subscription including vent access)
1 of only 15 GPs at the Family Office Summit NYC
4 team member tickets to the event
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 (making regular investor intros all year)
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
All prices are subject to UK VAT of 20% where relevant
