Virtual Family Offices and Investors with a net worth of $5M+ are welcome to join. You’ll connect with other Family Offices and peer investors at a similar level.
Discover how to “Right-Size” your Family Office Structure and Strategy.
You’ll learn how to identify and align your values, portfolio, tax strategy, trusted professionals, and legacy into a synergistic “wealth business” to magnify your growth and impact.
You’ll also get a behind-the-scenes look at actual Family Office Portfolios, revealing how high-net-worth families allocate capital across asset classes, manage risk, and pursue generational wealth.
To round it out, experts will share advanced tax strategies for family offices, including the creation of tax-deductible family intellectual property and entity structuring.
Over two days, our Virtual Family Office Workshop will show you how to “Right Size your VFO Structure & Strategy for 7-8 Figure Millionaires” and provide actionable steps for implementation:
1. VFO Core Concepts: Set up, financials, scope of services, case study, and stages of development.
2. VFO Purpose: Vision, strategy, family meeting, family benefit considerations, and multi-generational impact.
3. VFO Wealth Strategies: Family office wealth strategies, deal flow, portfolio management, case studies, and family bank. All strategies and services must synergistically operate within a single synergistic system.
4. VFO Structure: Advanced tax and legal strategies with implementation suggestions.
You’ll achieve results through education, case studies, peer masterminds, and by selecting from breakout sessions alongside peers and professionals implementing the VFO Concept.
You’ll leave with a written plan along with professionals, investments, and resources to implement.
PIE has partnered with Weird ⋅ ish Investing to offer an exclusive glimpse into the most unconventional, publicly traded, investment ideas from around the world.
Their Global Summit is an invite-only event held annually in New York, London, and Hong Kong, where top fund managers and private investors share bold, outside-the-box strategies you won’t hear anywhere else.
Through a unique partnership, we’re bringing the best of the best to PIE. The “winners” from this prestigious event will exclusively present their most innovative ideas, giving you insider access to the investment world’s most creative minds.
Think of it as the Oscars of Investment Creativity, where the most groundbreaking ideas take center stage. You’ll meet outstanding private investors and fund managers, gain insights from world-class experts, and explore investment opportunities far beyond the mainstream.
Family Offices and Investors with a net worth of $10M+ are welcome to join. You’ll connect with other Family Offices and peer investors at a similar level.
Discover how to “Right-Size” your Family Office Structure and Strategy.
You’ll learn how to identify and align your values, portfolio, tax strategy, trusted professionals, and legacy into a synergistic “wealth business” to magnify your growth and impact.
You’ll also get a behind-the-scenes look at actual Family Office Portfolios, revealing how high-net-worth families allocate capital across asset classes, manage risk, and pursue generational wealth.
To round it out, top experts will share advanced tax strategies for family offices, including the creation of tax-deductible family intellectual property and entity structuring.
Over two days, our Virtual Family Office Workshop will show you how to “Right Size your VFO Structure & Strategy for 7-8 Figure Millionaires” and provide actionable steps for implementation:
1. VFO Core Concepts: Creation, growth, and stages of development.
2. VFO Purpose: Vision, strategy, and multi-generational impact.
3. VFO Wealth Strategies: Investment selection, due diligence, portfolio management, public & private investment integration into a single cohesive portfolio.
4. VFO Structure: Advanced legal and tax strategies with implementation suggestions.
You’ll achieve results through education, case studies, peer masterminds, and by selecting from breakout sessions alongside peers and professionals implementing the VFO Concept.
You’ll leave with a written plan along with professionals, investments, and resources to implement.
PIE has partnered with Weird ⋅ ish Investing to offer an exclusive glimpse into the most unconventional investment ideas from around the world.
Their Global Summit is an invite-only event held annually in New York, London, and Hong Kong, where top fund managers and private investors share bold, outside-the-box strategies you won’t hear anywhere else.
Through a unique partnership, we’re bringing the best of the best to PIE. The “winners” from this prestigious event will exclusively present their most innovative ideas, giving you insider access to the investment world’s most creative minds.
Think of it as the Oscars of Investment Creativity, where the most groundbreaking ideas take center stage. You’ll meet outstanding private investors and fund managers, gain insights from world-class experts, and explore investment opportunities far beyond the mainstream.
How the Rothschild’s and other Multi-Generational Families Grow Wealth:
Insider Strategies and Experiences from the Listed Market
How the Rothschild’s and other Multi-Generational Families Grow Wealth:
Insider Strategies and Experiences from the Listed Market
Andrew Brown spent years managing billions for the Rothschild’s. He now serves as the Executive Chairman of East 72 Holdings, and brings rare insight from decades of experience investing alongside and inside some of the world’s most prominent families.
From managing Rothschild’s Australian investment portfolios to launching the East 72 Dynasty Trust, Andrew has spent his career studying how family conglomerates grow and protect generational wealth through publicly listed, family-controlled companies.
In his session, Andrew will share:
1. What makes family-controlled public companies so powerful
2. Why East 72 invests exclusively in these structures
3. How to buy family-controlled assets at a discount
4. Corporate and investing lessons learned directly from the Rothschild legacy
5. How to apply these strategies to grow your own wealth and build your own dynasty
1. What makes family-controlled public companies so powerful
2. Why East 72 invests exclusively in these structures
3. How to buy family-controlled assets at a discount
4. Corporate and investing lessons learned directly from the Rothschild legacy
5. How to apply these strategies to grow your own wealth and build your own dynasty
© 2025 Passive Investor Event. All rights reserved.