How to Apply

A short application.
No resume.

We’re not qualifying your balance sheet. We’re trying to understand your role, the responsibility you carry, and whether you’re likely to make the room better.

01
Tell us who you are. Your name, your role, and what responsibility you carry for family capital, investments, governance, or operations.
02
A human gets back to you — yes, waitlist, or not this year. We respond to everyone.

Seats are deliberately limited. Applications are reviewed on a rolling basis. Owners and senior family-office leaders are both welcome.

Applications closed

Applications for October 2026 are now closed.

Thank you to everyone who applied. The room for this year is being finalized. If you’d like to be considered for a future Principals gathering, reach out and we’ll keep you in mind.

See the Experience