August 25-26, 2026

Parrish Art Museum, Water Mill, NY

Advancing Strategies for Generational Wealth and Sustainable Impact

The landscape of family offices has seen a significant transformation over the last decade, influenced by substantial wealth accumulation, demographic shifts, and the evolving preferences of younger generations. Family Office Private Wealth Legacy is an exclusive gathering at the Parrish Museum in Southampton, designed to explore these paradigm shifts. This event offers in-depth content and unparalleled networking opportunities with leaders from single and multi-family offices, alongside ultra-high-net-worth investors. Join us as we delve into the trends shaping the future of wealth management, focusing on social impact investing, technological advancements, and sustainability.

Who Should attend

This conference is tailored for family office executives, ultra-high-net-worth individuals, wealth managers, and investors seeking insights into the changing dynamics of family wealth management. It’s an essential event for those looking to understand generational wealth transfer, the impact of AI and technology in wealth management, and the evolving lifestyle choices of affluent families.

Featured PAST Speakers

Donna Karan

Fashion Icon, Philanthropist & Creator of Donna Karan New York

Wilbur Ross

39th United States Secretary of Commerce

Gen. David Petraeus

U.S. Army General, Director of the Central Intelligence Agency 2011-2012; Partner, KKR; Chairman, KKR Global Institute

Dylan Lauren

Businesswoman; Founder, Dylan’s Candy Bar

Daniel Goldin

Longest-tenured Administrator of NASA; Founder, Cold Canyon

Dawn Mari La Monica

Family Office Advisor – Next Gen Prep; Chief Legacy Officer, DML Consultants LLC

Lavinia Errico

Co-Founder, Equinox Fitness Clubs; Founder, JOYLIFT

James Rosebush

Chief Executive Officer, GrowthStrategy, Inc. and The Wealth and Family Office Management Group

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registration pricing

Managers / Service Providers

Standard Rate

$3,195

Money Manager and Service Providers are those who raise capital from family offices or institutional investors or sell their products and services to family offices, managers, or institutional investors.

** End-Only Family Offices must have a minimum of $100M in invest-able AUM. They cannot have any products or funds raise capital for from other family offices or institutional investors. They must also look to allocate to 3rd party investment funds managers.

*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers to third parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re- verify past delegates for future complimentary passes.

ONSITE REGISTRATION POLICY
Please note that onsite registrations are subject to the full ticket price without exception. Qualification status, investor classifications, or pending approvals cannot be applied at the event and must be finalized in advance. We appreciate your understanding and adherence to this policy.

HOTEL Information

Parrish Art Museum

279 Montauk Hwy, Water Mill, NY

For sponsorship, exhibition & speaking opportunities

212-532-9898

info@opalgroup.net

The Opal Forum was an exceptional gathering of top family office managers and the various professionals whose services support the family office world, all presented in a manner that created an excellent opportunity for the transfer of their considerable knowledge to the conference attendees.

Gateway Financial Partners

A very well-conceived and executed conference.

Handler Thayer, LLP

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