Family Office Conferences & Events: The Complete 2026 Calendar

April

May

Toronto Family Office & High Net Worth Conference

Part of DC Finance’s Canadian series, the Toronto edition brings together UHNW individuals and family offices from across the country. The agenda covers core areas shaping private wealth, including market outlooks, alternative investments, estate planning, and generational transitions. Sessions also explore broader family office considerations such as philanthropy, family dynamics, and social impact. 

• When: May 7th
• Where: The Four Seasons Hotel, Toronto
• Hosted By: DC Finance
• Who Attends: UHNW individuals, single and multi-family office executives, private investors, and select advisors from across Canada

East Coast Family Office Wealth Conference

The 4th Annual East Coast Family Office Wealth Conference convenes leading voices across the private wealth ecosystem, including SFO CIOs, academics, and investment strategists. Programming blends institutional-level perspectives with small-group discussions and breakout sessions designed to encourage deeper peer exchange. The format prioritizes interaction, giving attendees multiple ways to engage across both formal sessions and structured networking. Content focuses on portfolio construction, macro strategy, and evolving best practices within family offices.

• When: May 11th-13th
• Where: Ritz-Carlton, Fort Lauderdale, Florida
• Hosted By: Institutional Investor
• Who Attends: Single family office CIOs, investment leaders, academics, strategists, and a select group of institutional investors and industry experts

Private Wealth US Spring Retreat 

This closed-door retreat brings together RIAs, family offices, and private wealth leaders for focused discussions on allocation strategy and manager selection. The three-day format emphasizes smaller group interaction, with a mix of panels, workshops, and structured networking. Content is geared toward current market dynamics, portfolio construction, and emerging opportunities across public and private markets. Attendance is curated, with complimentary access for qualified investors and paid entry for managers and service providers.

• When: May 11th-13th
• Where: Carlsbad, California
• Hosted By: Markets Group
• Who Attends: RIAs, family office investment professionals, private wealth leaders, and a select group of asset managers and service providers

Campden Wealth Family Alternative Investment Forum

This closed-door forum brings together family offices and UHNW investors focused on private markets and direct investing. The agenda centers on allocation across private equity, venture capital, real estate, and credit, alongside emerging areas such as co-investments and niche strategies. Designed as a peer-to-peer environment, the event emphasizes case studies, workshops, and small-group discussions over traditional presentations. Attendance is by qualification only.

• When: May 13th-14th
• Where: San Francisco, CA
• Hosted By: Campden Wealth
• Who Attends: Family office principals, CIOs, and investment professionals, along with UHNW investors and Campden Club members focused on private markets

June

29th Annual Family Investment Forum

One of Europe’s most established closed-door gatherings, this forum brings together family office principals and CIOs for in-depth discussions on global investment strategy. The 2026 theme—“Risky Business”—focuses on navigating shifting geopolitical dynamics and a technology-driven investment landscape. Sessions are held under Chatham House Rules to encourage candid dialogue among peers. The agenda centers on portfolio construction, risk management, and long-term capital allocation.

• When: June 2nd-3rd
• Where: Switzerland (Lucerne / Bürgenstock area)
• Hosted By: Campden Wealth
• Who Attends: Family office principals, CIOs, and senior investment decision-makers from global single family offices

IPI Mid-Year Forum

A mid-year gathering for IPI and Campden Wealth family office members to exchange ideas on investment strategy and portfolio construction with top industry experts and fellow family principals. Programming centers on managing large, complex portfolios across changing market environments.

• When: June 10th-11th
• Where: New York, NY
• Hosted By: Campden Wealth / Institute for Private Investors
• Who Attends: Family office executives, private investors, and Campden Wealth/IPI members focused on long-term wealth stewardship

Chicago Family Office & High Net Worth Conference

This Chicago event brings together UHNW individuals and single family office executives from the Midwest. The agenda covers key areas shaping private wealth, including market outlooks, alternative investments, estate planning, and generational transitions. Sessions also touch on broader family office priorities such as philanthropy, family dynamics, and social impact. 

• When: June 10th
• Where: University Club of Chicago, Chicago, Illinois
• Hosted By: DC Finance
• Who Attends: UHNW individuals, single family office executives, private investors, and select asset managers and advisors from the Midwest and Great Lakes region

July

Prestel & Partner Family Office Forum London 

Prestel & Partner's London edition welcomes 100+ UK and international family offices and UHNWIs. The format prioritizes buy-side participation, with more family principals and executives both on stage and in the audience than solution providers. Discussions are editorial-led and focused on governance, investment strategy, and long-term wealth stewardship. Attendance is complimentary for qualifying family offices with £150M+ in assets.

• When: July 2nd-3rd
• Where: The Corinthia Hotel, London
• Hosted By: Prestel & Partner
• Who Attends: Single family office principals, executives, and UHNW wealth owners, alongside a limited number of vetted partners

Family Office & Private Wealth Management Forum

Opal Group's flagship event and one of the largest family office gatherings in the world, drawing 1,000+ delegates annually to Newport, RI. The conference opens with the iconic Regatta Cup networking race on Newport Harbor, followed by three days of panels covering private markets, direct investing, impact investing, alternatives, and portfolio strategy. Complimentary access is available for qualifying end-only family offices.

• When: July 27th-29th
• Where: Newport Harbor Island Resort, Newport, Rhode Island
• Hosted By: Opal Group
• Who Attends: Family office principals, UHNW investors, private wealth executives, asset managers, and service providers from across the global private wealth ecosystem

August

Family Office Private Wealth Legacy Summit

An exclusive Hamptons gathering for SFO and MFO executives focused on generational wealth transfer, the role of AI in wealth management, social impact investing, and sustainability. The event emphasizes high-quality networking and targeted discussions among a curated group of participants. Attendance is limited, with complimentary access for qualifying family offices.

• When: August 25th
• Where: The Parrish Museum, Water Mill (Southampton), New York
• Hosted By: Opal Group
• Who Attends: Single and multi-family office executives, UHNW investors, and private wealth professionals focused on long-term wealth planning and legacy strategy

September

West Coast Family Office Wealth Conference

The 23rd Annual West Coast Family Office Wealth Conference draws senior family office and private wealth investment leaders for two and a half days of thought leadership, peer exchange, and networking at one of the most sought-after venues on the Pacific Coast. The program features a mix of institutional perspectives, with insights from leading CIOs, academics, and strategists. 

• When: September 14th-16th
• Where: Montage Laguna Beach, Laguna Beach, California
• Hosted By: Institutional Investor
• Who Attends: Single family office CIOs, senior investment professionals, academics, strategists, and a select group of institutional and private wealth leaders

Campden Wealth Family Dynamics & Office Forum

This closed-door event focuses on family governance, internal dynamics, and operational excellence within the family office structure. The agenda centers on navigating complex family relationships, succession planning, and the evolving responsibilities of modern family offices. Attendance is by invitation and qualification only.

• When: September 15th-16th
• Where: Vancouver, Canada
• Hosted By: Campden Wealth
• Who Attends: Family office principals, next-generation family members, and senior executives focused on governance, operations, and family dynamics

IPI Fall Investment & Real Estate Forum

The IPI fall gathering brings together family office members for focused discussions on investment strategy, real estate, and alternatives. As one of four annual IPI forums, the event emphasizes peer-to-peer exchange within a private, member-driven setting. Programming is designed around practical insights for managing large, diversified portfolios across evolving market conditions.

• When: September 17th-18th
• Where: Vancouver, Canada
• Hosted By: Campden Wealth / IPI
• Who Attends: Family office executives, private investors, and Campden Wealth/IPI members focused on real assets, alternatives, and long-term portfolio strategy

Prestel & Partner Family Office Forum Wiesbaden / Frankfurt

This annual forum brings together 100+ family offices and UHNWIs from across Europe, with a focus on the German-speaking private wealth community. The 2026 edition introduces expanded English-language programming to accommodate a broader international audience. Discussions center on governance, investment strategy, and long-term wealth management in a highly curated, buy-side-led environment. Admission is complimentary for qualifying family offices with €150M+ in assets.

• When: September 22nd-23rd
• Where: Frankfurt, Germany
• Hosted By: Prestel & Partner
• Who Attends: European single family office principals, executives, and UHNW wealth owners, along with a limited number of vetted partners

Prestel & Partner Family Office Forum London (Single Family Office Edition)

A redesigned London event focused on single family office principals and investment decision-makers from the UK and broader European family office community. The format prioritizes a buy-side majority, with family office leaders both on stage and in the audience. Discussions focus on investment strategy, governance, and long-term wealth planning within a highly curated, private setting.

• When: September 30th-October 1st
• Where: Jumeirah Carlton Tower, London
• Hosted By: Prestel & Partner
• Who Attends: Single family office principals, CIOs, and senior investment decision-makers from the UK and broader European family office community

October

Private Wealth US Fall Retreat

A retreat-format event for private wealth and family office participants focused on allocation strategy and manager selection. The three-day program combines panels, workshops, and small-group sessions centered on current market trends and portfolio construction. Complimentary access is available for qualified investors, with paid entry for managers and service providers.

• When: October 7th-9th
• Where: Orlando, FL
• Hosted By: Markets Group
• Who Attends: Wealth management professionals, family office representatives, RIAs, asset managers, and select financial industry specialists

Prestel & Partner Family Office Forum New York

The 7th annual gathering—one of the largest events for private single family offices in the United States—brings together 100+ principals and senior decision-makers from across the U.S. and internationally. The two-day program is built around private, peer-led discussions on governance and investment strategy within a highly curated setting. The format prioritizes buy-side participation, with a limited number of vetted experts and no sales-driven presentations. Admission is complimentary for qualifying wealth owners, with paid access for select partners.

• When: October 13th-14th
• Where: The Harvard Club, New York City
• Hosted By: Prestel & Partner
• Who Attends: Single family office principals, family members, and senior investment decision-makers, alongside a limited number of vetted sector experts

Campden Global Owners and Family Office Congress

The 4th edition of this global congress brings together 300+ business-owning families, single family office principals, and entrepreneurs in Abu Dhabi. The three-day program focuses on global capital deployment, frontier technologies, and long-term legacy planning, with an emphasis on peer-led insight and real-world experience. The event is invitation-only and held under Chatham House Rules.

• When: October 20th-22nd
• Where: Saadiyat Rotana Resort & Villas, Abu Dhabi, UAE
• Hosted By: Campden Wealth
• Who Attends: Business-owning families, single family office principals, entrepreneurs, and senior investment leaders from global private wealth circles

Private Wealth Latin America & Caribbean Retreat

This invitation-only retreat brings together RIAs, family offices, and private banks active across Latin America and the Caribbean. The agenda is shaped by direct input from the regional wealth community, with a strong presence of local investment leaders and decision-makers. Discussions focus on asset allocation, alternatives, succession planning, and global market outlooks within a closed-door setting. 

• When: October 21st-23rd
• Where: Miami, FL
• Hosted By: Markets Group
• Who Attends: RIAs, family office executives, private banks, and investment professionals focused on Latin America and Caribbean markets

Real Estate Family Office & Private Wealth East

• When: October 26th-27th
• Where: Loews Coral Gables, Coral Gables, Florida
• Hosted By: IMN
• Who Attends: Family office investors, real estate operators, developers, private equity real estate managers, and capital allocators focused on direct real estate investments

November

CAASA Annual Conference 2026

CAASA's flagship conference brings together institutional allocators, investment managers, and service providers, with strong participation from family offices alongside pensions and sovereign wealth funds. The agenda covers a broad range of topics, including alternative investments, portfolio structuring, and operational considerations across private markets. Sessions are held under Chatham House Rules to encourage open, candid discussion among participants. Delegate passes for managers and service providers range from approximately $1,250 to $3,250.

• When: November 3rd-4th
• Where: Montreal, Quebec
• Hosted By: CAASA
• Who Attends: Institutional allocators, family office executives, pension and sovereign wealth fund representatives, investment managers, and service providers

Prestel & Partner Family Office Forum Zurich

Prestel & Partner's Swiss forum brings together 100+ European and international family offices and UHNWIs for focused discussions on governance, investment strategy, and private capital. The event is structured as a highly curated, buy-side-led gathering, with an emphasis on peer exchange in a private setting. Programming is delivered in English to support a global audience, while maintaining strong representation from Swiss-based families. Admission is complimentary for qualifying family offices with £150M+ in assets.

• When: November 10th-11th
• Where: The Dolder Grand Hotel, Zurich, Switzerland
• Hosted By: Prestel & Partner
• Who Attends: Single family office principals, executives, and UHNW wealth owners, alongside a limited number of vetted experts

USA Family Office Conference

This member-driven conference brings together family offices for a closed-door, peer-led exchange in Beverly Hills. The agenda is shaped by family offices themselves, with discussions focused on governance, investment strategy, and operational best practices. Designed to foster candid dialogue, the format prioritizes collaboration and relationship-building in a non-commercial environment. Attendance is limited to GFOC members and approved participants.

• When: November 12th
• Where: Beverly Hills, California
• Hosted By: Global Family Office Community (GFOC)
• Who Attends: Single family office principals, family members, and executives from the GFOC global community, alongside a limited number of invited experts

Silicon Valley Family Office & High Net Worth Conference

Part of DC Finance’s global series, this one-day event brings together family offices and UHNW investors within the Bay Area’s technology and innovation hub. The program focuses on capital allocation, alternative investments, and macro trends shaping private wealth, with an emphasis on sectors such as technology and venture. Participants are vetted to maintain a high concentration of family office decision-makers. 

• When: November 16th
• Where: Silicon Valley, California
• Hosted By: DC Finance
• Who Attends: UHNW individuals, single and multi-family office executives, private investors, and a limited number of vetted asset managers and advisors within the Bay Area and broader West Coast

Campden Wealth 21st Annual Family Office Forum

Celebrating its 21st anniversary, this flagship North American forum brings together family office leaders to address the full scope of office management and strategy. The agenda spans governance, succession planning, investment structuring, tax, and operational decision-making, including staffing and outsourcing. Discussions focus on practical approaches to managing complexity and navigating generational transitions. The event also marks the launch of Campden Wealth’s annual Global Family Office Report.

• When: November 18th-19th
• Where: West Palm Beach, Florida
• Hosted By: Campden Wealth
• Who Attends: Family office principals, executives, and senior professionals focused on operations, governance, and long-term wealth management

Los Angeles Family Office & High Net Worth Conference

Part of DC Finance’s global series, the Los Angeles event brings together UHNW individuals, family offices, and private capital professionals across Southern California. The agenda covers key areas shaping private wealth, including market outlooks, alternative investments, estate planning, and family office governance. Discussions also extend to broader topics such as philanthropy, family dynamics, and emerging trends across private markets. 

• When: November 19th
• Where: The Maybourne Hotel, Beverly Hills
• Hosted By: DC Finance
• Who Attends: UHNW individuals, single and multi-family office executives, private investors, and a limited number of vetted asset managers and advisors across Southern California

December

Florida Family Office & High Net Worth Conference

DC Finance's final stop of the year, drawing family offices and UHNW advisors for a one-day conference ahead of the holiday season. Set against the backdrop of Miami’s Art Basel week, the event blends investment-focused discussions—spanning portfolio strategy, estate planning, and family office priorities—with a broader series of curated art and networking experiences. 

• When: December 2nd
• Where: The Ritz Carlton, Miami Beach, FL
• Hosted By: DC Finance
• Who Attends: UHNW individuals, single and multi-family office executives, private investors, and a limited number of vetted asset managers and advisors

IPI End of Year Forum

The final IPI forum of the year brings the Campden Wealth and IPI family office community together for year-end investment discussions and networking. The program focuses on portfolio positioning, market outlooks, and key themes shaping the year ahead, with a format that emphasizes peer-to-peer exchange in a private, member-driven setting.

• When: December 9th-10th
• Where: Dallas, Texas
• Hosted By: Campden Wealth / IPI
• Who Attends: Family office executives, private investors, and Campden Wealth/IPI members 

A Note on Access

Many of the events above offer complimentary registration for qualifying family offices and end-only allocators — particularly Prestel & Partner events (typically $150M+ asset threshold), Opal Group flagship forums, and Campden Wealth forums. Service providers, asset managers, and fund managers generally pay a registration fee. Always confirm directly with the organizer, as formats and pricing are subject to change.

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Last updated: March 2026. Event dates and details are subject to change. Readers are encouraged to confirm information directly with event organizers.