July 27-29, 2026

Newport Harbor Island Resort, Newport, RI

The Premier Gathering for Family Offices and Private Wealth Leaders

As Opal Group’s flagship event, The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. Known for its rich history and magnificent mansions, Newport, RI attracts thousands of delegates each year. The voyage begins with an annual Regatta Cup race, where you’ll have the opportunity to connect with fellow delegates, exchange ideas, and forge new friendships while enjoying the fresh sea breeze and panoramic views. In the course of three days, family offices, private investors, and investment managers navigate their way through the choppy waters of the past recession, while continuing to explore the best ways to map out their portfolios. With over 1000 delegates there is always an opportunity to meet potential clients. Discussions will cover a wide variety of investment topics including direct investing, impact investing, non-correlated assets, and many more. Come join us this July– the forecast calls for fun, networking, and favorable prospects for preserving your family’s wealth.

CONFERENCE FORMAT

This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. *Only Standalone Speakers will be allowed to use PowerPoints for educational purposes, but cannot pitch products.

The P.E. Effect is a private equity primer

The book covers the principles and practices that guide investment decision-making, deal execution, and long-term value creation.

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Who Should attend

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

Featured Speakers

Dan Goldin

Longest-tenured Administrator of NASA; Founder, Cold Canyon

Natalia Sokolova

Managing Partner, SGG World/ Verda Family Office

J. Bradley Hilton

Chairman, Hilton Family Office

Andrew Frishman

Co-Executive Director, Big Picture Learning

Dan Sauer

President, CEO, Vertical Petroleum Industries

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registration pricing

Managers / Service Providers

Standard Rate

$3,495

End Investor

Complimentary*

End-Only Family Offices over $100M in AUM**, Non-Discretionary Consultants, Endowments, and Foundations can be verified for complimentary access (must allocate to 3rd party fund managers)

Complimentary Registration closes Friday, July 24th at 11:59 PM

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.

Complimentary Registration closes Friday, July 24th at 11:59 PM

HOTEL Information

Newport Harbor Island Resort

1 Goat Island Road, Newport, RI 02840, USA

STANDARD ROOM $539* per night – (Monday 27th & Tuesday 28th)

STANDARD ROOM $639* per night – (Saturday 25th & Sunday 26th)

*Rates are exclusive of 13% tax + $1.50 tourism fee + $10 resort fee

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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