Family Office & Private Wealth Legacy Summit 2026

Family Office & Private Wealth Legacy Summit 2026
When: 25-26 Aug 2026 Where: Water Mill, NY Where to register: opalgroup.net

The Family Office & Private Wealth Legacy Summit is an exclusive gathering of ultra‑high‑net‑worth individuals, single‑ and multi‑family offices, wealth managers, and legacy‑oriented investors, designed to explore how wealth, legacy and generational planning are evolving in the age of rapid technological change.

At this summit, participants dive deep into forward‑looking discussions on estate structuring, generational wealth transfer, governance, and how family offices can adapt to shifting demographic preferences, global financial landscapes, and changing values.

Crucially for 2025/2026 and beyond, the event also places a spotlight on how artificial intelligence and digital innovation are transforming private wealth management — from AI‑augmented investment analysis and data‑driven asset allocation to next‑gen approaches in risk management and legacy preservation

Beyond panels and keynotes, attendees benefit from high‑caliber networking: connecting with peers from family offices worldwide, exchanging insights on sustainable and impact investing, exploring digital asset strategies, and collaboratively shaping a vision of wealth that combines tradition, legacy and cutting‑edge technology.

In short — the Family Office & Private Wealth Legacy Summit is more than a conference: it’s a platform for legacy‑builders to reimagine wealth and legacy in the 21st century, blending timeless financial wisdom with the transformative power of AI and technological innovation.

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