Past Event · Bradley Beach, NJ
Offshore Wealth Summit
2024
May 20–22, 2024 · The Surf Village, Bradley Beach, NJ
Sold Out · ArchiveAbout OWS 2024
Where Strategy Meets the Shore
The inaugural Offshore Wealth Summit brought together real estate investors for three days of immersive mastermind sessions, strategic networking, and retreat-inspired learning at The Surf Village.
Attendance was intentionally limited to keep conversations meaningful. Guests shared bungalows with private rooms. The event sold out ahead of registration closing.
What Attendees Experienced
Featured Speakers
Dave Van Horn
PPR Capital Management
Co-founder & Executive Chairman. National speaker, BiggerPockets author. Talks: "Achieving Passive Freedom" & "Building a Billion Dollar Business."
M.C. Laubscher
Producers Wealth
Founder of Producers Wealth. Host of Cashflow Ninja podcasts. Talk: "The Million Dollar Family Office."
Alina Trigub
SAMO Financial
Founder of SAMO Financial. TEDx speaker. Former Tax Accountant at Ernst & Young. Featured in Forbes & GoBankingRates.
Bret Morgan
The Surf Village
Managing Partner at The Surf Village, The Bret Morgan Group & FRESH Markets.
Denis Shapiro
SIH Capital Group
Managing Partner at SIH Capital Group & The Surf Village.
Fabio Bari
Summit Property Partners
Managing Member of The Surf Village & Summit Property Partners.
Event Schedule
3-Day Program · May 20–22, 2024
Day 1
Monday, May 20
3:00–3:45 PM
M.C. Laubscher
"The Million Dollar Family Office"
3:45–4:00 PM
Networking & Snacks Break
4:00–4:45 PM
Dave Van Horn
"Achieving Passive Freedom"
4:45–5:45 PM
Break & Networking
6:00–8:00 PM
Dinner & Drinks
The Surf Village
Day 2
Tuesday, May 21
8:00–9:00 AM
Breakfast & Coffee
12:15–1:30 PM
Group Lunch
The Surf Village
1:30–2:15 PM
Dave Van Horn
"Building a Billion Dollar Business"
Afternoon
Field Visit
Adaptive-reuse bar in former bank, Avon NJ
3:30–5:00 PM
Break & Networking
5:00–7:00 PM
Group Dinner
Bradley Beach or Asbury Park
Day 3
Wednesday, May 22
8:00–9:00 AM
Breakfast & Coffee
9:00–10:00 AM
Closing Remarks & Activity
10:00–11:00 AM
Checkout & Departure
The Venue
The Surf Village, Bradley Beach
OWS 2024 was hosted exclusively at The Surf Village, a curated collection of bungalows steps from the Jersey Shore. Attendees stayed on-site, creating a retreat atmosphere where conversations continued well past the formal sessions.
Bradley Beach, NJ provided the perfect backdrop: walkable, relaxed, and close to Asbury Park's dining and culture.
What's Next
Interested in OWS 2026?
The Offshore Wealth Summit returns in 2026. Express your interest to get notified when registration opens.