Caxton Wealth

Core Components

  • Invitation-only attendance — Strictly curated based on family scale, capital profile, and relevance.
  • No sponsors, press, or service providers — The focus is principal-to-principal dialogue.
  • Unstructured time, structured outcomes — Conversations are shaped by real priorities, not fixed programs.
  • Trusted environments — Locations selected for discretion, comfort, and strategic conversation.

Strategic Additions

  • Topical Working Forums — Focused sessions on succession, governance reform, family office design, and capital transitions.
  • Succession Sessions — Principal–next-gen sessions designed to surface alignment, clarify roles, and facilitate transitions.
  • Private Strategy Rooms — Closed-door feedback sessions with selected peers on pressing strategic decisions