Every Santa Fe FOA gathering is sized and structured for genuine exchange — whether an intimate dinner or a focused educational forum.
Seated, small-group dinners built around a single topic or shared interest, designed for depth over breadth.
Daytime gatherings suited to relationship-building among principals, advisors, and partners.
Conversational sessions on emerging topics — often the first airing of an idea before it reaches a wider stage.
A featured guest in conversation with the community, on governance, capital, philanthropy, or regional matters.
Structured, substantive sessions — often with outside practitioners — on family enterprise, resilience, and innovation.
Occasional evening gatherings that bring the wider community together in a more social register.
Our themes are chosen because they matter to the families and enterprises we convene, and because the Mountain Southwest offers a distinct perspective on each.
Continuity, succession, and the long arc of multi-generational stewardship.
Structures and practices that sustain family capital and decision-making across generations.
How family offices and private investors deploy capital thoughtfully, regionally and beyond.
Strategic giving and the role of family philanthropy in regional and civic life.
The Southwest's evolving energy landscape and its implications for long-term capital.
How families and enterprises adapt, and where regional innovation is emerging.
Santa Fe and the Mountain Southwest as a place of continued growth and opportunity.
Select thought-leadership conversations aligned with global forums, including Davos Worldwide, brought into regional context. This reference is to aligned dialogue only and does not imply endorsement.
Attendance is extended by invitation. Let us know your interest and we will follow up personally.
Request an Invitation