Canceled for the Foreseeable Future
Everything Investors Need in One Place:
The Passive Investor Event was a “Best of” Collaboration on October 23rd, 2025, in DFW. This event is designed for Accredited Investors and Virtual Family Offices growing wealth through passive investment strategies, the knowledge and skills needed to take your portfolio to the next level.
Whether you’re an established family office or just transitioning to being the CEO of your wealth business, you’ll leave with actionable strategies, investments, and relationships you needed to achieve “work optional.” Advanced investors focus on wealth optimization to empower your multi-generational impact.
EVENT PURPOSE
The Passive Investor Event was a “Best of” Collaboration on October 23rd, 2025, in DFW. This event is designed for Accredited Investors and Virtual Family Offices growing wealth through passive investment strategies, and the knowledge and skills needed to take your portfolio to the next level.
Whether you’re an established family office or just transitioning to being the CEO of your wealth business, you’ll leave with actionable strategies, investments, and relationships you needed to achieve “work optional.” Advanced investors focus on wealth optimization to empower your multi-generational impact.
EVENT PURPOSE
2025 Event Flow
Day 1: Thursday,
October 23rd
Public – Accredited Investors
Accredited Investors connect everything they need in one place to move them forward in their “Wealth Business” for a year.
We integrate Strategy, Planning, Investment, Professionals, & Peer Mastermind.
Level up with key market insights, high ROI investor strategies, and peer connections designed to sharpen your financial edge.
Explore real-world investment opportunities through case studies, engage in peer mastermind groups, and discover high-impact Insight Shares that deliver actionable takeaways.
Day 2: Friday,
October 24th
Invite – Family Offices & Financial Journey Members
Virtual Family Offices connect with the best available publicly-traded and private investment ideas, managers, and opportunities.
With unbiased due diligence critique built into the day, you’ll walk away with actionable opportunities and new relationships.
Expect to challenge investment norms with the “Oscars of Creativity” through “out of the box” strategies, all publicly traded and actionable.
Virtual Family Offices connect with the best available publicly-traded and private investment ideas, managers, and opportunities.
With unbiased due diligence critique built into the day, you’ll walk away with actionable opportunities and new relationships.
Challenge investment norms with the “Oscars of Creativity” through “out of the box” strategies, all publicly traded and actionable.
Day 3: Saturday,
October 25th
Private – Financial Journey Community & Their Guests
Whether you have an established family office or are exploring how to transition to being the CEO of your “wealth business,” this day will help you reliably accelerate your wealth to empower your family values and multi-generational impact.
Dive into wealth-growing, tax-efficient strategies for today’s market. We’ll explore how to structure and optimize family offices for long-term success.
Guests are invited into our Financial Journey family for a day to experience the power of a genuine and generous peer community.
Pre-Event Webinars
Our interactive Zoom Experiences provide an early start on your Wealth and Tax Strategy. You’ll benefit from investments, expert insight, and virtual connections with successful peers to help you get clarity and results.
Our upcoming webinar dates and topics include:
1. Thursday, July 17th, 2025, at noon CST – ‘Big, Beautiful Bill’ Tax Strategies
2. Thursday, August 7th, 2025, at noon CST – Wealth as The Business
3. Thursday, August 21st, 2025, at noon CST – What does it look like to be a sponsor
4. Thursday, September 18th, 2025, at noon CST – Wealth Strategies Showcase
5. Thursday, October 16th, 2025 at noon CST – Crafting your Wealth Plan
2025 Event Information
Action-Packed, Strategic Insight
With Genuine & Generous People
EVENT SCHEDULE
*Agenda and topics are subject to change.
EVENT VENUE
City of Hurst Conference Center
1601 Campus Dr, Hurst, TX 76054, US
© 2025 Passive Investor Event. All rights reserved.