Activities & Events

Stay connected with industry insights, educational events, and strategic partnerships

Upcoming Events

MasterClass
Wednesday, January 15, 20252:00 PM EST

Cybersecurity MasterClass: ROI, Technology & Governance

Comprehensive cybersecurity training covering ROI analysis, technology implementation, governance frameworks, and reputation management for family offices.

Speakers:Julia Valentine, Christopher Hetner
Academy Program
Thursday, February 20, 20253:00 PM EST

Athlete Academy: Wealth Management & Financial Fitness

Comprehensive program teaching wealth management, family office creation, and financial fitness specifically designed for professional athletes.

Speakers:Julia Valentine, Garrick Jones
Workshop
Saturday, March 15, 20252:00 PM EST

Legacy Circle: Life After Sports Preparation

Helping athletes prepare for life after sports with comprehensive wealth transition and legacy planning strategies.

Speakers:Garrick Jones, Julia Valentine

Past Events

Webinar
10/18/2024

Reputational & Financial Impact of Cyber Events

In this webinar you'll learn how to measure the return on your investment in cybersecurity, and how to get the most out of your cybersecurity program for years to come. Hear from our CEO, Julia Valentine and our experts, Anthony Carter and Mike Wilkes, in this power hour webinar.

Speakers: Julia Valentine, Anthony Carter, Mike Wilkes
175 attendees
MasterClass
9/30/2024

Family Office List MasterClass: Family Office Technology & Cybersecurity

Julia Valentine brings over 20 years of experience at top-tier firms, including JPMorgan, D.E. Shaw, and Mousse Partners, a prominent family office. She has also served as COO and CTO of a family office with $1.5 billion ...

Speakers: Danielle Patterson, Julia Valentine
220 attendees
Partnership Event
9/30/2024

Family Office Alpha for Athletes

Partnership with 73 Holdings focusing on wealth management for professional athletes. Featured Garrick Jones (former NFL/CFL player, CEO of 73 Holdings) and Julia Valentine.

Speakers: Julia Valentine, Garrick Jones
120 attendees
MasterClass
10/20/2024

Family Office List MasterClass: Athletes & Family Offices

Hosted by Danielle Patterson (CEO of Family Office List), featuring Julia Valentine & Garrick Jones discussing comprehensive family office strategies for professional athletes.

Speakers: Danielle Patterson, Julia Valentine, Garrick Jones
200 attendees
Webinar
9/15/2024

Cybersecurity Webinar: ROI & Business Continuity

Deep dive into cybersecurity ROI analysis and how security investments prevent business disruption for family offices.

Speakers: Julia Valentine, Christopher Hetner
150 attendees
Webinar
10/5/2024

Technology & Governance in Family Offices

Exploring the intersection of technology implementation and governance frameworks in modern family office operations.

Speakers: Julia Valentine
180 attendees

Key Topics We Cover

Our events and webinars cover the most critical topics facing family offices today.

Wealth management challenges for athletes and high-net-worth families
Psychology of money & family patterns across generations
Goal setting and strategic roadmaps to financial success
Why and how to set up a family office: governance and operations
Cybersecurity ROI and business continuity for family offices
Next-generation wealth transfer ($72 trillion over 25 years)
Athlete wealth psychology and financial roadmap guidance
Technology implementation and governance frameworks
Digital transformation in family office operations
Legacy planning and life-after-sports preparation

Featured Partnerships

Collaborating with industry leaders to provide comprehensive solutions for our clients

Strategic PartnershipAthlete Wealth Management

73 Holdings

Strategic partnership focusing on athlete-focused wealth programs, led by Garrick Jones (former NFL/CFL player). Collaborative programs include wealth management education and family office creation for professional athletes.

Advisory PartnershipRisk Management & Investigations

Colley Intelligence

Advisory firm partnership specializing in corporate investigations, intelligence gathering, and litigation advisory services for high-net-worth families.

Educational PartnershipEvents & Training

Family Office List

Collaboration with Danielle Patterson (CEO) for events and training programs, including MasterClasses and educational content for family office professionals.

Technology PartnershipDigital Innovation

Digital Evolution Institute

Partnership tied to Tracy McWilliams (Co-Founder), focusing on digital transformation and technology evolution in family office operations.

Research PartnershipTechnology Research

AlphaMille

Technology Provider Guide partnership, creating comprehensive vendor lists and solutions across 13 categories of family office technology.

Publications & Research

Comprehensive research and publications to guide family office technology and strategy decisions.

Technology Provider Guide

Sponsored by Family Office Alpha and written by AlphaMille, this comprehensive guide defines 13 categories of family office technology with detailed vendor lists and solutions.

13 comprehensive technology categories
Extensive vendor analysis and recommendations
Strategic technology implementation guidance

Research Categories

• Portfolio Management
• Risk Management
• Reporting & Analytics
• Document Management
• Communication Tools
• Cybersecurity Solutions
• Compliance Systems
• CRM Platforms
• Accounting Software
• Investment Research
• Tax Management
• Estate Planning Tools
• Data Integration

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