Resources: Miami Summit 2025

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Miami Agenda and Speaker Bios. View and download here.

Panel: “Food Systems & Sustainability” Danielle Nierenberg, Victor Friedberg, Ryan Ansin, Facilitated By: Oliver Libby

Fireside Chat: “Daymond John: Brand, Business, and Family Legacy” Daymond John, Facilitated By: Rochel Leah Bernstein

Fireside Chat: “FISH™ and Financial Education 2.0, What Does it Take to Help Young Beneficiaries Align Purpose, Values, and Life Goals?” Joline Godfrey, Facilitated By: Margaret Leigh

Fireside Chat:” Water for Life, Impact, and Strategy:  Insights from Gary White of Water.org” Gary White, Facilitated By: Mark Berryman

Panel: “Social Impact in Real Estate” Howard Levine, Malcolm Johnson, Tommy Mercein, Facilitated by: Tom Higgins

Fireside Chat: “Mental Health and Addiction with Chris Goff”, Facilitated By: Rochel Leah Bernstein

Panel: “Starting the Conversation in Your Family” Axel Wessell, Gabe Tishman, Facilitated by Matt McCall

Family Spotlight Larry Brinker Jr., Facilitated by: Rochel Leah Bernstein

Breakout Sessions:

  1. Reimagining Education, Facilitated by Amy Nelson

  2. Giving Models, Facilitated by Adam Rein

  3. Measuring Effectiveness, Facilitated by Jason Saul


Our breakout discussions covered Reimagining Education, Giving Models, and Measuring Effectiveness. In the Giving Models session, a key theme was how families wrestle with using foundations and donor-advised funds (DAFs)—some see them as tools for collective decision-making and engaging the next generation, while others prefer to empower individual giving and avoid potential conflict. Perspectives varied widely, sparking a thoughtful discussion on balancing legacy, autonomy, and impact.

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