Navigating the future of wealth, together.

The 50 Group is an exclusive, invitation-only community for senior executives of multi-generational family offices. Our members share a commitment to collaboration, thought leadership, and legacy-building – because family office executives need each other.

Our Mission

In a world full of noise, The 50 Group offers clarity through connection, wisdom through experience, and strategy through shared trust.

Our members benefit from:

Collaboration - A community where relationships are cultivated, and best practices are exchanged among trusted peers.
Thought Leadership - Direct access to industry experts, emerging trends, and actionable insights that shape the future of family wealth.
Legacy Building - A focus on sustainable, impact-driven strategies to preserve and enhance generational wealth.

By keeping our community intentionally limited, The 50 Group ensures that every interaction is valuable, every discussion is relevant, and every connection strengthens our team as we navigate the future, together.

Our Events

01 / 03

The 50 Signature Event is a collaborative gathering for senior family office executives, carefully curated to encourage trust-based discussions and meaningful knowledge-sharing. This three-day event is a catalyst for innovation and strategic thinking in family wealth management.

Roundtable of Investors (ROI) is an invitation-only gathering of Chief Investment Officers (CIOs) from multi-generational family offices. This two-day event provides a confidential setting where CIOs can exchange best practices, explore alternative investment strategies, and tackle the challenges facing multi-generational family investors.

The Steward is a thoughtfully designed gathering for CFOs, COOs, and Chief Tax Officers from multi-generational family offices across the country. This two-day event provides an environment where financial, tax, and technology leaders can come together to expand their networks, exchange practical insights, and develop strategies to navigate technological advancements, mitigate risk, and strengthen internal controls—all while safeguarding multigenerational wealth.

The 50 Signature Event is a collaborative gathering for senior family office executives, carefully curated to encourage trust-based discussions and meaningful knowledge-sharing. This three-day event is a catalyst for innovation and strategic thinking in family wealth management.

Join Us

The 50 Group is an invitation-only community with limited membership. If you believe your experience and expertise align with our vision and you want to partner with our team of executives and thought leaders who are at the helms of their family offices, we invite you to connect with us.

Join us to be part of a trusted network of family office leaders.