Family Office Winter Forum 2026

Family Office Winter Forum 2026
When: 10 Mar 2026 Where: New York Marriott Marquis, New York, NY Where to register: opalgroup.net

The Family Office Winter Forum 2026 returns to the heart of New York City — a global hub of finance, ambition and opportunity. The event brings together 500+ family offices, wealth managers, asset allocators and investors for a high‑energy day of discussion, networking, and insight from top Wall Street voices.

Throughout the forum, participants explore the shifting landscape of wealth, governance, and legacy — delving into topics such as modern family‑office structures, generational succession, impact and alternative investing, real estate and private equity, and crypto & digital‑asset strategies.

Importantly for 2026, the agenda highlights the transformative potential of artificial intelligence in wealth management and investment decision‑making — from AI‑powered portfolio construction and risk analytics to data‑driven insights, automation of wealth operations, and the integration of AI into alternative and impact investing.

Whether you are a multi‑ or single‑family office, an allocator, or a private investor, the forum offers a rare opportunity to connect with peers and thought‑leaders, learn how to blend traditional wealth strategies with next‑generation AI‑enabled tools, and position capital for long‑term growth and resilience in a rapidly

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