Past Event · Bradley Beach, NJ
Offshore Wealth Summit
2025
May 13–15, 2025 · The Surf Village, Bradley Beach, NJ
Past Event · ArchiveAbout OWS 2025
Strategy, Legacy & the Jersey Shore
The second annual Offshore Wealth Summit deepened its focus on estate planning, tax strategy, and building lasting legacies, with an all-new speaker lineup anchored by attorney and CPA David York.
Attendance remained intentionally limited. Guests stayed on-site at The Surf Village, keeping the retreat atmosphere that made OWS 2024 special.
What Attendees Experienced
Featured Speakers
David York
York Howell
Attorney & CPA. Managing Partner at York Howell. Estate planning, tax & business planning. Co-author of "Entrusted" and "Riveted." TEDxSaltLakeCity speaker.
M.C. Laubscher
Producers Wealth
Founder of Producers Wealth. Host of Cashflow Ninja, Cashflow Investing Secrets, and Cashflow Ninja Banking podcasts.
Melissa Hasenmayer
CBIZ
Managing Director at CBIZ Tax & Business Services. Specializes in real estate clients. Based in Marcum's Philadelphia office.
Richard Casmirri
CBIZ
Managing Director at CBIZ. 15+ years in financial & tax strategies for private equity, real estate partnerships & UHNW families. Big Four background.
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 13–15, 2025
Day 1
Tuesday, May 13
2:00–2:30 PM
Check In & Welcome
2:30–3:00 PM
Introduction to the Retreat
Goals & team introductions
3:00–4:45 PM
Tax Considerations for the Syndication Life Cycle: Part 1
Rain location: D'Arcys Tavern, 310 Main St, Bradley Beach
Day 2
Wednesday, May 14
9:00–10:00 AM
David York Keynote
"Entrusted: Building a Legacy That Lasts"
10:00–10:30 AM
Q&A with David York
10:30–11:00 AM
Open Networking
3:00–5:00 PM
Break & Networking
5:00–7:00 PM
Group Dinner & Drinks
Bungalow #2, The Surf Village
Day 3
Thursday, May 15
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
For the second year, The Surf Village served as the exclusive home base for OWS, a curated collection of bungalows steps from the Jersey Shore.
The retreat format (shared bungalows, shared meals, and a single cohesive venue) kept conversations flowing well past the formal sessions.
What's Next
Interested in OWS 2026?
The Offshore Wealth Summit returns in 2026. Express your interest to get notified when registration opens.