Date: March 25, 2026
Location: Palm Beach, FL
Time: 1:00 PM

Hosted by Worth, this event convenes thoughtful conversations at the intersection of wealth, responsibility, and what comes next. The program examines  how capital is preserved and deployed today, alongside evolving priorities around philanthropy, alternative assets, health and longevity, travel, and quality of life.

The evening concludes with an intimate cocktail reception, extending the dialogue and fostering meaningful connections among peers who value discretion, perspective, and long-term thinking.

Attendance:
• By invitation only
• No press · No recording · No attribution

Building Antifragile Portfolios
Veteran investors discuss how to build “antifragile” portfolios that benefit from market volatility and disruption. They explore strategies to make wealth more resilient and opportunistic in unpredictable times, from dynamic asset allocation to contrarian investment bets.

Off the Beaten Path: Capitalizing on Unconventional Investments
A panel of alternative asset experts reveals where sophisticated investors are finding returns beyond the usual markets. From fine art and classic cars to cryptocurrency and venture deals, they discuss the risks, rewards, and due diligence needed to profit from unconventional investments most people overlook.

Will AI Outsmart Human Investors?
Two leading strategists debate whether artificial intelligence will ultimately outperform human judgment in wealth management. One argues that algorithms and machine learning are revolutionizing investing, while the other defends the irreplaceable value of human intuition and experience.

Longevity by Design: How the Wealthy Plan for 100 Healthy Years
Renowned longevity experts explain how ultra-wealthy individuals intentionally design their lives for maximum healthspan. From cutting-edge medical screenings and preventive therapies to scientifically proven daily habits, this conversation outlines practical strategies to live not just longer but better.

Designing a Meaningful Life of Wealth
This intimate, salon-style session challenges the notion of luxury as mere excess, reframing it as a tool for intentional living. Together, experts and participants explore how high-end real estate, travel, and lifestyle choices can be curated to reflect personal values, create lasting memories, and enhance well-being rather than simply showcase wealth.

The Vacation Equation: Optimizing Your Leisure Portfolio
A unique panel treats leisure like an investment portfolio, examining how ultra-wealthy families allocate resources to travel, vacation properties, and once-in-a-lifetime experiences. Panelists debate the financial and personal returns of owning versus renting jets, yachts, and homes.

From Check-Writing to Changemaking
Modern philanthropists discuss how they are moving beyond simply writing checks to actively driving change through venture philanthropy, outcome-focused grants, and hands-on engagement that aim to maximize impact and personal fulfillment.

Doing Well vs. Doing Good? The Impact Investing Debate
Can you pursue competitive financial returns and meaningful social impact simultaneously? Investors clash over whether aligning investments with environmental and social values enhances results or sacrifices performance.

Inheriting the Mission, Not Just the Money
As wealth transfers to millennials and Gen Z, young inheritors are reshaping their families’ approach to giving while honoring legacy and introducing new ideas, technology, and passion projects.

Safeguarding Wealth in the Cyber Age
Ultra-high-net-worth families are prime targets for invisible threats, from cyberattacks to sophisticated fraud schemes. Security experts share real-world stories and strategies to protect assets, data, and personal safety.

Inside a Family Office Cyber Breach
A step-by-step walkthrough of a simulated family office hack, revealing how a sophisticated attack unfolds from start to finish and what lessons can prevent future breaches.

Governing a Multi-Generational Wealth Enterprise
Major family fortunes are increasingly run like businesses, complete with boards, charters, and performance metrics. This panel explores how corporate-style governance helps families professionalize decisions and stay unified across generations.

Breaking the Third-Generation Curse
It’s often said that wealth never survives three generations, but some families are proving that wrong by educating heirs, instilling purpose, and avoiding the entitlement trap.

Beyond the Balance Sheet: Crafting a Legacy of Values and Purpose
Sharing personal stories and missteps, panelists reveal how they weave family values, traditions, and purpose into estate planning and governance to ensure lasting impact.