Offshore Wealth Summit at The Surf Village

Annual Event · Bradley Beach, NJ

Offshore Wealth Summit

2026

Education, Connection & Growth for Real Estate Investors at the Jersey Shore.

May 18-19, 2026. Spots are intentionally limited.

About the Summit

Where Strategy
Meets the Shore

The Offshore Wealth Summit brings together real estate investors, operators, and capital allocators for an immersive 2-day retreat at The Surf Village, just a few blocks from the Atlantic Ocean in Bradley Beach, NJ.

This isn't a conference. It's a curated mastermind retreat: small by design, high signal by default, and set in a venue where conversations continue well past the last session.

Limited Attendance

Kept small so every conversation counts

On-Site Lodging

Private rooms at The Surf Village bungalows

Expert Speakers

Practitioners, not just presenters

Group Dinners

Asbury Park, Belmar & Ocean Grove

The Surf Village OWS venue

The Surf Village, Bradley Beach NJ

Exclusive small group summit built for meaningful connections and real conversation.

What to Expect

🎤

Expert Presentations

Deep-dive talks on passive income, tax strategy, alternative assets, and building multigenerational wealth. From operators who've done it.

🤝

Mastermind Sessions

Small-group strategy discussions with real estate professionals. The kind of conversation that doesn't happen at a 500-person conference.

🏡

Retreat Lodging

Stay on-site at The Surf Village. Private rooms in shared bungalows. Fall asleep to the sound of the ocean; wake up already at the venue.

🍽️

Curated Group Dinners

Nightly dinners at the best spots along the Jersey Shore. Asbury Park, Belmar, Ocean Grove. The real networking happens at the table.

📍

Field Visits

On-site tours of active investment properties. See the deals, ask the operators, understand the market firsthand.

📊

Actionable Takeaways

Leave with frameworks you can implement immediately, not just inspiration. Past attendees have cited OWS as a turning point in their investment strategy.

OWS 2024
OWS 2024
OWS 2024
OWS 2024
OWS 2024

Photos from OWS 2024

Past Featured Speakers

OWS 2024 & 2025 Alumni

Practitioners from real estate, tax, estate planning & capital markets

Dave Van Horn

Dave Van Horn

PPR Capital Management

OWS 2024

M.C. Laubscher

M.C. Laubscher

Producers Wealth

OWS 2024 & 2025

Alina Trigub

Alina Trigub

SAMO Financial

OWS 2024

David York

David York

York Howell

OWS 2025

Melissa Hasenmayer

Melissa Hasenmayer

CBIZ

OWS 2025

Richard Casmirri

Richard Casmirri

CBIZ

OWS 2025

Bret Morgan

Bret Morgan

The Surf Village

OWS 2024 & 2025

Denis Shapiro

Denis Shapiro

SIH Capital Group

OWS 2024 & 2025

Fabio Bari

Fabio Bari

Summit Property Partners

OWS 2024 & 2025

OWS 2026

Reserve Your Spot
Before It Sells Out

OWS often fills quickly once registration opens. Express your interest now and we'll reach out directly with speakers, pricing, and registration details for May 18-19, 2026.

First access when registration opens
Early-bird pricing for interest list members
Full event details & speaker announcements
No commitment required, just your interest

Location

The Surf Village

Bradley Beach, New Jersey

Just a few blocks from the Atlantic Ocean · 1.5 hours from NYC

Express Your Interest

We'll reach out with speaker lineup and registration details for May 18-19, 2026.

No commitment required. We'll never share your information.