Greg Smith, CFP®, appointed Executive Director as new FON chapter sets foundation for multigenerational wealth stewardship and collaborative innovation.

Winter Park, FL, June 9, 2025 — Family Office Networks (FON) proudly announces the official launch of the Winter Park Family Office Association, its newest chapter serving Central Florida’s community of affluent families, legacy-focused investors, and multigenerational planners. The association aims to foster collaboration and stewardship among family office professionals, advisors, and entrepreneurs throughout the region.

Why is this launch significant for Central Florida’s family offices? The Winter Park Family Office Association fills a critical gap in Central Florida by offering a centralized, purpose-driven hub for thought leadership, peer networking, and strategic wealth planning. As family offices increasingly seek specialized support and community engagement, this new chapter will provide vital resources to address evolving challenges and opportunities in estate management, succession planning, and intergenerational education.

What does the association offer its members? Members of the Winter Park Family Office Association can expect:

• Exclusive educational programming on advanced tax strategy, philanthropic planning, and private investment trends
• In-person networking events featuring industry leaders and successful family office founders
• Access to peer-to-peer mentorship and curated deal flow discussions

When and where is the inaugural event? The launch event will be hosted in mid-July at Christner’s Steak & Lobster, a premier dining venue in Orlando, FL. This intimate gathering will offer guests an opportunity to engage in high-level dialogue over exceptional cuisine.

“This announcement marks a pivotal moment for Central Florida’s family office community as we unite visionary leaders who are committed to preserving and growing family legacies,” said Greg Smith, CFP®, Executive Director of the Winter Park Family Office Association. “Our mission is to cultivate a trusted ecosystem where knowledge, integrity, and purpose converge.”

Trish Gleason, Director of the Winter Park chapter, added, “We’re not just building a network; we’re designing a platform for legacy leadership and innovation. Families deserve more than just wealth management — they need aligned strategies and lasting relationships.”

What sets this chapter apart from other professional groups? Unlike traditional business associations, the Winter Park FOA prioritizes multigenerational impact and values-based leadership. It brings together professionals with deep experience in financial planning, law, philanthropy, and entrepreneurship to share insights and co-create sustainable solutions.

For more information about the Winter Park Family Office Association, to RSVP for the upcoming launch event, or to inquire about membership opportunities, please visit www.WinterParkFOA.org or contact Trish Gleason at 352-871-7171.

About Winter Park Family Office Association: The Winter Park Family Office Association is a regional chapter of the Family Office Network (FON), serving Central Florida’s community of high-net-worth individuals, family office professionals, and legacy-driven advisors. With a mission to advance wealth stewardship and community collaboration, the chapter delivers bespoke programming, curated events, and expert-led education to its members.

About Family Office Network (FON): Founded by Andrew Schneider, the Family Office Network (FON) is one of the world’s leading organizations dedicated to connecting family offices and wealth creators globally. With over 200,000 family office members and subscribers, FON provides educational programming, curated events, deal flow facilitation, and peer-to-peer networking opportunities. Its mission is to foster a trusted global community where family offices collaborate, share ideas, and drive positive impact across generations. Learn more at www.familyofficenetworks.com.

Contact Information

Media Contact: Trish Gleason
Director, Winter Park Family Office Association
Phone: 352-871-7171
Email: [Insert Email Address]
Website: www.WinterParkFOA.org