NYC Summit
Three days in Manhattan with family principals and trusted experts
The New York City Summit featured insightful discussions on designing sophisticated family offices, portfolio construction, alternative investments, and tax efficiencies led by distinguished speakers and industry experts.
Attendees enjoyed meaningful connections with special guest speakers including Patrick J. Kennedy, Tim Tebow, and Metta World Peace, while participating in sessions addressing family office design, wealth navigation, and holistic wellbeing strategies.
The three-day gathering delivered Spark’s signature atmosphere of collaboration and growth through panel discussions, fireside chats, and roundtable conversations focused on helping family principals excel as both investors and individuals.
Distinguished Speakers
The summit welcomed remarkable guest speakers including Patrick J. Kennedy, former U.S. Congressman and mental health advocate; Tim Tebow, athlete, author, and founder; and Metta World Peace, NBA champion and mental health advocate—each sharing unique perspectives on resilience, purpose, and the long arc of personal growth.
Collaboration & Growth
Through panel discussions, fireside chats, and roundtable conversations, attendees explored the evolving landscape of family wealth management. Working sessions addressed operating models, governance, and the practical decisions that shape how an office serves the family behind the capital—creating Spark’s signature atmosphere of candid exchange.
Sessions & Conversations
What We Explored
Sophisticated Family Office Design
Frameworks for building offices that match the complexity of modern wealth—structured to serve the family behind the capital, not only the capital itself.
Portfolio Construction
Disciplined approaches to building durable portfolios across cycles, with conviction in allocation and clarity on the role each holding plays.
Alternative Investments
Candid conversations on private markets, real assets, and opportunistic strategies—underwriting risk, liquidity, and alignment with family goals.
Tax Efficiencies
Structures and strategies for compounding more of what families earn—considered alongside legacy, jurisdiction, and the next generation.
Special Guests
Guest Speakers
Patrick J. Kennedy
Former U.S. Congressman and lifelong advocate for mental health, sharing perspective on resilience, family service, and the inner work behind a public life.
Tim Tebow
Athlete, author, and founder, in conversation on faith, perseverance, and building a life of consequence beyond the field.
Metta World Peace
NBA champion and mental health advocate, on identity, transformation, and the long arc of growth on and off the court.
Spark gatherings are private, member-only spaces. The conversations begun in New York continue, year-round, in city dinners and quiet correspondence between members.