Event Overview


The FOA Summer Retreat at Martha's Vineyard is a one-of-a kind multi-day interactive Retreat, combining unique sessions and roundtables with group social activities for a very limited and exclusive group of 60 attendees.

Keynote:Deborah Jackson
"Building Female Achievement Through Entrepreneurship Meet the Alpha Generators!"

Some of the topics to be covered by leading global experts include:

  • "Clean Energy and Climate Related Investing"
  • "Untapped, Non-Correlated Approach to Global Macro"
  • "New Paradigm of Direct Investing"
  • "High Returns? Invest in Water"
  • "What The Wealthiest Under 40 are Investing In"
  • "Conservation Easements: What You Need to Know"


Join Author Myra Saltzer as She Creates the "Perfect Family Office", Emphasis on FAMILY, for Multi-Generational Families

Bring Your Children! Skills Our Children Need for the 4th Industrial Revolution
Billion Dollar Family: Their Journey and Discovery in Health and Wellness


As noted a significant aspect of the Retreat is the equal combination of educational and inspiring sessions / roundtables and group social activities. Social activities include:

  • Sustainable agriculture tour of Martha's Vineyard concluding with farm to fork private dining
  • Kayaking Edgartown Great Pond
  • Golf
  • Yacht options


Group dining options over the several days will include combination of dining on the beach, private homes and among the best restaurants in Martha's Vineyard.

This is a one-of-a kind opportunity making this end of summer gathering unparalleled. To keep the Retreat intimate, attendance is limited to 60 attendees. Families (including as applicable spouses and children) are encouraged to attend and participate in all social activities and dining options.