At Worth’s inaugural Beyond Wealth Summit 2026 in Palm Beach, I discussed this topic in a fireside chat moderated by Worth’s Chief Content Officer and Editor-in-Chief @dancosta.
Video:
https://t.co/nMKRrsv8go
On elite college admissions, AI can amplify output but cannot replace discernment, maturity, lived experience, earned competence, or a credible personal story.
My latest Worth Magazine article:
https://t.co/MZPvKIIyE6
The most sophisticated, entrepreneurial single family offices (SFOs) and UHNW investors are more than passive LPs.
Many are becoming more direct, selective, and active investors—especially where they have conviction, insight, imagination, and trusted relationships.
Our SFO panel at the SVEF explored what this means in the age of AI: https://t.co/iOlfiVHMAb
#FamilyOffice #AI
@SmokeWallin Enjoyed this candid conversation with you on faith, family, mentorship, discernment, and leadership in the age of AI.
My faith journey since late 2019 continues to transform how I seek to lead, serve, and live.
Folks: you can also watch here:
https://t.co/oKXFJOaMC0
Entrepreneurial single family offices (SFOs) and UHNW families are navigating a changing landscape: AI, direct investing, governance, Next Gens, and long-term legacy.
Enjoyed this thoughtful conversation on the GSD Venture Studios Podcast with host @GaryFowlerGSD: “The Future of Family Offices: AI, Direct Investing, and Legacy.”
Watch:
https://t.co/anTQcpTe1q
Single family offices (SFOs) remain influential but undercovered.
At the Silicon Valley Economic Forum (SVEF) 2026, which I chaired, I moderated a timely discussion on how SFOs are approaching AI, direct investing, entrepreneurship, and legacy.
Full video:
https://t.co/iOlfiVHMAb
I’m honored to chair the Silicon Valley Economic Forum (SVEF) in downtown San Jose on May 15–16.
SVEF is a premier 2-day AI/tech conference bringing together family offices, private investors, CEOs, founders, VCs, philanthropists, policymakers, and AI/tech leaders.
I’ll also moderate two discussions after my opening remarks:
Fri 5/15 AM: Fireside Chat — “Philanthropy in the Age of AI”
Sat 5/16 AM: Panel — “Single Family Office Trends in the Age of AI”
Also on Friday afternoon: a California governor candidates debate with @SteveHiltonx and San Jose Mayor @MattMahanSJ .
More here:
https://t.co/hEZMVDo801
Looking forward to moderating at SFPlayground’s Global Wealth Forum on Tuesday evening, May 12, at Salesforce Tower, SF.
The conversation will focus on:
. Private capital allocation
. Family office investment priorities
. Cross-border opportunities
. Energy, infrastructure, and industrial resilience
. Long-term ownership and global market shifts
. The next generation of wealth and leadership
More at:
https://t.co/d7njFHTjI6
#familyoffice #globalbusiness #privatewealth
Happy Mother’s Day. To me, every day is Mother’s Day. 😀
“The Lord bless you and keep you; the Lord make His face shine on you and be gracious to you; the Lord turn His face toward you and give you peace.”
—Numbers 6:24–26
Pic: the Ma family (“MAfia”) two decades ago
Honored to again chair @Opal_Group’s Family Office & Private Wealth Legacy Summit 2026 in the Hamptons (Aug 25–26, with private socials beginning Aug 23), and moderate the opening panel—three years in a row since the inaugural Opal Hamptons 2024.
Themes: generational wealth, investing, AI/tech, grooming Next Gens, legacy building, and the future of family offices.
My Opal Hamptons 2025 recap:
https://t.co/O0lUPIFUrM
#OpalGroup #FamilyOffice #PrivateWealth #Legacy #OpalGroupFOPWL
🌟Family Office & Private Wealth Legacy Summit 2026 | Aug 25–26, Water Mill, NY.
Exploring generational wealth, impact investing, AI & the future of family offices.
📝To register https://t.co/rs7KoeuoaE or email [email protected]#OpalGroup#OpalGroupFOPWL#Finance
Met late last year @SteveHiltonx, candidate for California governor, at a private event. A pragmatic businessman—sharp, articulate, and focused on real outcomes.
I’ve also reflected on the strong job City of San Jose Mayor Matt Mahan has been doing locally, including his Dashboard of Results initiative with live performance metrics to drive transparency and accountability. I wish most U.S. major cities would follow this type of high-integrity initiative. San Jose is the largest city in Northern California, including the SF Bay Area/Silicon Valley.
Steve, on a broader scale, appears serious about restoring public safety, reducing crime and systemic corruption, cutting taxes and anti-business/growth regulations, minimizing government inefficiency, promoting entrepreneurship and innovation, and bringing integrity, efficiency, and common sense back to state government.
In my view, much fraud, waste, and inefficiency remain concentrated in, or influenced by, entrenched unions, regulatory overreach, misguided climate agendas, unclean nonprofits/NGOs and public-private partnerships (e.g., "homeless and illegal migrant industrial complexes"), and private sector sponsors—entities often more aligned with political power, vote harvesting, and profitable greed than with real outcomes that serve the people.
As someone who values safety, economic vitality, growth, strength, innovation, clean governance, freedom, and practical results, I appreciated the conversation with Steve.
Curious to see how his run unfolds.
#SteveHilton #MattMahan #California #Government #Economics #PublicSafety #Innovation
High-achieving STEM #teens: the ones who truly stand out aren’t just chasing “wins.” They build depth, endurance, and intellectual character—and the wins follow.
A great case study: upgrading the operating system behind performance—human-centered coaching, depth over speed, healthy competition, future-proofing, and “intellectual guts” (failure as data + deep focus). Math is a vehicle; the goal is a truly strong OS.
For more detail: https://t.co/31zq6Hu0s2
(Photo: guest-lecturing in a class at Stanford on “Honing the OS and Apps of Your Entrepreneurial Mind and Soul.”)
#STEM #GenZ #Parenting #CollegeAdmissions #Mentorship #ThreeEQ
Honored to be the opening keynote speaker for Rooted & Rising: AAPI Heritage, Entrepreneurship, & Mental Health.
For many #AsianAmericans building careers and companies, the bottleneck isn’t IQ—it’s the operating system + soft skills: limiting beliefs, perfectionism, “don’t rock the boat,” carrying pressure quietly, and communication/people skills. Those patterns don’t have to define the next stage.
INSEAD SF Hub | Thu May 7 | 5:30–8:30pm
RSVP: https://t.co/JsPd6N63Nv
My speaking calendar: https://t.co/4CT2DnVFnC
#AAPI #Entrepreneurship #Leadership #MentalHealth #SanFrancisco #ThreeEQ
Revised panel lineup as follows (previously scheduled moderator Mariane and panelist Monte became ill, and panelist Chris now needs to travel for critical meetings):
Session: How Single Family Offices Invest in VC Funds and Direct Deals
Date/time: Thursday 16 April, 5:30 - 6:00 PM PT
Location: Plug and Play, Sunnyvale, CA
Moderator: Jason Ma – CEO of ThreeEQ | Senior Advisor to SFOs
Panelists:
• Brett Horton – CIO, Paris-Roubaix Group ($6B SFO)
• Daniel Idźkowski – CIO, I.D.I.T. (SFO) | CEO, Sidepocket Inc.
#FamilyOffice #AI #Investing
I’ll speak on “How Family Offices Invest in VC Funds and Direct Deals” at the AI Investment Summit + Demo Day Silicon Valley (April 16–17) by Startup Universe. Event link: https://t.co/VxncHgoDOo
My appreciation to Nabila Elassar and @marianebekker for the invitation. Mariane will moderate our panel, alongside Sacramento Kings co-owner and Kelly Ventures founder @thatchriskelly and Y+ Partners founding partner Jing Kuang as fellow panelists.
There’s never been a better time to build—and honestly, never a more complex time to invest.
This summit is bringing together founders building AI companies tackling billion-dollar problems, alongside investors actively deploying capital across every stage. It's a curated room, not a massive conference, focused on real conversations, real deal flow, and what it takes to build and back breakout AI companies today.
The aggregate venture capital, private wealth, and AUM represented onstage is sizable. If you’re building or investing in AI, you may want to be in the room.
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My speaking calendar and latest thought pieces:
https://t.co/4CT2DnVFnC
#AI #FamilyOffice #Investing #SiliconValley