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Newport, California — By Invitation
Where exceptional capital
meets exceptional people.
An invitation-only society connecting Family Offices, Ultra High Net Worth Individuals, Accredited Investors and select founders through highly curated private experiences.
Why We Exist
Signal, not noise.
The problem isn't access. It's signal versus noise.
Most family office events have become walking spam folders — too many people asking for capital, and not enough people capable of deploying it.
Newport Family Office Society exists to solve that through intentional curation.
Every invitation. Every attendee. Every introduction. Purposefully selected.
Built For
A room built for very few.
I
Family Offices, UHNWI & Accredited Investors
Access carefully vetted opportunities, meaningful relationships and private experiences — free of unnecessary noise.
II
Founders Raising Capital
Meet qualified investors through warm introductions. No mass pitching. No exhibition booths. Real conversations.
III
Sponsors & Strategic Partners
Align your brand alongside exceptional investors and decision-makers within intimate, premium environments.
What Makes Us Different
Curation as a discipline.
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Strict Vetting
Not everyone belongs in the room.
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Strategic Introductions
Quality over quantity, always.
03
Exceptional Venues
Private estates. Luxury hotels. Exclusive clubs.
04
The Right Ratio
A deliberate balance between investors and those seeking capital.
05
No Walking Spam Folder
Every attendee has earned their place.
06
Confidential Environment
Relationships first. Transactions second.
A Rare Room
Over 99.9% of people will never step inside our rooms.
You've likely never heard of us. That's intentional.
Our events aren't designed for mass exposure. They're designed for meaningful conversations between exceptional people.
Every guest is vetted. Every seat is earned.
Our Events
Rooms that are impossible to buy your way into.
Each gathering is small by design. Attendance is by invitation, extended only after careful review.
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Executive Roundtables
03
Family Office Forums
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Investment Showcases
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Private Estate Gatherings
06
Yacht & Aviation Experiences
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Networking Experiences
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Curated Getaways
Membership
Intentionally limited.
Applications undergo a comprehensive review.
Acceptance is based on alignment, reputation, and the value each member brings to the community.
We prioritize quality over growth.
Membership Coming 2027Join the Waitlist
Founder
Josh Phelan
Founder & CEO, Newport Family Office Society
Josh Phelan is the Founder & CEO of Newport Family Office Society, a private network dedicated to connecting family offices, ultra-high-net-worth individuals, institutional investors, and exceptional founders through highly curated, invitation-only experiences.
With nearly two decades of entrepreneurial experience, Josh has built an extensive network of founders, investors, CEOs, and business leaders who share a commitment to long-term relationships and thoughtful collaboration. His work centers on creating trusted environments where meaningful introductions lead to enduring partnerships.
His network includes family offices, unicorn founders, public company executives, venture capital and private equity firms, and institutional investors. Rather than focusing on scale, Josh has built Newport Family Office Society around one principle: exceptional opportunities come from exceptional people.
Prior to founding the Society, Josh successfully built businesses and advised high-performing organizations, including the U.S. Army, TRX, 5.11 Tactical, and Club Pilates. His background instilled a relentless standard of excellence that continues to define the culture and values of Newport Family Office Society.
Access
Access creates opportunity.
The right room. The right handshake. The right introduction at the right moment. Proximity to extraordinary people is the currency of consequential outcomes — and it is the quiet advantage our members share.
The Invitation
Not everyone qualifies.
Those who do often discover opportunities unavailable anywhere else.