

Legacy Wealth & Wellness Summit in the Hamptons
Legacy Wealth & Wellness Summit
June 20–21, 2025 | The Hamptons, NY
Presented by Thinkhat Venture Studio
www.Thinkhat.ai
An Invite-Only Experience for Visionaries
The Legacy Wealth & Wellness Summit is a highly curated Hamptons gathering for next-generation family office leaders, visionary investors, founders, and thought leaders. This two-day experience is designed to spark meaningful connection, share powerful insights, and create lasting impact.
From beachfront networking to elevated dining, dynamic panels, and a once-in-a-lifetime VIP experience at the Palm Tree Music Festival, this event blends purpose, prosperity, and unforgettable celebration.
🎟 TICKETS
2-Day Summit Pass – Includes all programming, brunch, networking, and experiences. (Palm Tree Festival Not Included.
2-Day Summit Pass + VIP Palm Tree Festival Access
Exclusive VIP access to the Palm Tree Festival, including pre-paid admission, private table, and bottle service (Summit attendees only)
🗓 Summit Schedule
FRIDAY, JUNE 20 | 6:00 PM – 8:00PM
Sunset Welcome Mixer
Mix & mingle with fellow changemakers over cocktails & hors d'oeuvres
Lite bites prepared by Celebrity Chef Andrew Molen
Location: Private Venue, Southampton
SATURDAY, JUNE 21 | 9:00 AM – 1:00 PM
Wealth & Impact Panels + Brunch
Elevated brunch and dynamic panels with global investors, founders, and healthcare leaders
Networking to follow
Location: Exclusive Venue overlooking the water, Hamptons
Featured Speakers:
Mike Pell – Inventor of the PDF, Director at Microsoft Garage NYC
Ravi Lam – CEO & Founder, Thinkhat Venture Studio ($1B+ in exits)
Dr. Sam Perli - Chief Science Officer, Thinkhat Venture Studio, IIT, MIT Presidential Fellow
David Chen – Co-Founder, AngelVest | Harvard Business School
Peter Micca – Partner, Caduceus Capital Partners
Jenn Bonine – CEO, Valhalla Capital | First female tech exec to speak on AI at the United Nations
Sander Read – CEO & President, Lyons Wealth Management
Dale Moss – Former NFL Athlete, Global Ambassador for Special Olympics
Matt Constantino – Managing Partner, Delos Capital
Prince Mario-Max Schaumburg-Lippe – Royalty, Public Speaker & Global Philanthropist
Carlo Cisco – CEO, Select Card | Member, Forbes Finance Council
Vadim Gordin – Director, NYU Future Labs A/X Venture Studio
Lindsey Sichel Rubinstein – Health, Wealth & Legacy Expert, Family Office Executive, Founder
Aryuna Merdygeeva – Olhon Social Capital, Founder
Notable Attendees:
David J. Kovacs – Co-Founder, Emmersive Entertainment & First Contact Entertainment (Call of Duty VR)
Stephen Appel – Former President, ION Media | Drove $250M to $3B acquisition by Scripps
Donna Drake – Host of Live It Up! | Red carpet interviewer of global icons
Adam Weiss — Publisher of Impact Wealth Magazine, CEO AMW PR
Adi Divgi – Managing Partner, EA Global | Alternative Investments Leader
Jonathan Otto – Award-winning filmmaker | Wellness entrepreneur and investor
Lindsey Sichel Rubinstein – Family Office Advisor | Capital formation, alternative investments, intergenerational wealth
Andrew J. Holman, MD – Founder & Innovator | Chronic fatigue & autoimmune specialist
Dr. David Shusterman – Urology Pioneer | Founder of NYUrology.com | Tech-enabled surgical care leader
Dr. Albert Fenoy – Director of Functional Neurosurgery, Northwell Health | Pioneer in Deep Brain Stimulation (DBS) and HIFU
SATURDAY, JUNE 21 | 5:00 PM
VIP Experience at the Palm Tree Music Festival (Optional Add-On)
VIP reserved table & bottle service for Summit guests
Unforgettable evening of music, energy, and luxury
Location: Palm Tree Festival, Southampton
2025 Headliners Include:
KYGO, FISHER, MAU P, BLOND:ISH, COCO & BREEZY, TINX & LUCAS, BENJAMIN LLOYD, BEAU CRUZ
🤝 Sponsorship Tiers
💎 Platinum Tier — $7,500
3 VIP Palm Tree Festival Tickets + 3 All-Access Summit Passes
10-Minute Speaking Slot + Opening Remarks
Premium branding, co-branding, social post highlights
Priority placement in press, swag, and printed materials
Showcase table + photography rights + access to contact list
Verbal recognition + panel moderator option
🥇 Gold Tier — $5,000
2 VIP Palm Tree Festival Tickets + 2 All-Access Passes
5-Min Spotlight Presentation
Company logo on digital/on-site materials
Showcase table + verbal mention + gift bag placement
Social group feature + investor exposure
🚀 Startup Tier — $2,500
1 All-Access Summit Pass
Showcase table + 5-Min Spotlight Presentation
Startup logo featured on site and agenda
Social media group mention + swag/gift bag opportunity
Hosted by:
Richie Hosein
President, Global Healthcare Leaders Foundation
Chief Growth Officer, Thinkhat Venture Studio
🎤 Summit Moderators
Kimberly Sharp
Chief Investment Officer, Thinkhat Venture Studio
Venture Capital | Strategic Investments | Biotech & Life Sciences | Private Equity | AI & Healthcare Innovation