Family Office & Private Wealth Management Forum 2026

The Family Office & Private Wealth Management Forum 2026 is dedicated to investment strategies such as private equity, venture capital, and technology.

Who should Attend

• Accountants
• Academics Specializing in Family Businesses
• Angel Investors
• Alternative Lending Managers
• Attorneys
• Asset Protection Specialists
• Blockchain Specialist
• Back Office Outsourcing Providers
• Consultants
• Cannabis Managers
• Donor Advised Funds
• Cryptocurrency managers
• Endowments
• Emerging Managers
• Equity Managers
• Energy (oil, gas, cleantech) Managers
• Estate Planners
• ESG/SRI/ Impact Investment Managers
• Family Offices (Single and Multi)
• Family Business Experts
• Fintech companies
• Financial Planners
• Foundations
• Fixed income managers
• Hedge Funds
• Fund of Funds
• Long-Term Care Specialists
• Insurance Companies
• Outsourced CIO/CFO
• Luxury Companies — Private Jets, Automotive, Executive Car Service, etc
• Private Debt Managers
• Philanthropy Specialists
• Real Asset Mangers
• Private Equity
• RIAs
• Real Estate Managers
• Start-Up Companies
• Risk Managers
• Tax Efficient Portfolio Managers
• Succession and Generational Wealth Planners
• Trust Companies
• Tax Planners
• Venture Capitalists