October 21-23, 2026

Napa Valley Marriott Resort & Spa, Napa, CA

The West Coast Forum for Next-Generation Family Office Leaders

Come and join Opal Group’s Annual Family Office & Private Wealth Management Forum – West. Known for the fastest growing population of newly structured family offices in the world, Northern California is largely dominated by first and second-generation families from the Silicon Valley. Investment strategies such as Private Equity, Venture Capital, and Technology will be familiar themes throughout this conference. Investment managers and families will come together to discuss the foundations in which they built their wealth, and uncork the various investment strategies in which to keep their portfolios growing and plentiful. Additional hot topics such as impact investing, alternatives, and the trustee beneficiary relationship, will allow for delegates to sample a diverse blend of palatable subjects while networking amongst a top tier group of private wealth professionals.

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
  • Tax Efficient Portfolio Managers
  • Tax Planners
  • Trust Companies
  • Venture Capitalists
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registration pricing

Managers / Service Providers

Standard Rate

$3,195

End Investor

Complimentary*

Non-Discretionary Consultants, True End Only Family Offices, Endowments, and Foundations can be verified for complimentary access (must allocate to 3rd party fund managers)

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

Napa Valley Marriott Resort & Spa

3425 Solano Ave, Napa, CA 94558

ROOM RATE $349* per night

* Exclusive of taxes and fees 15.24%

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

Gold Sponsors

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Networking Managers

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CIO Insights
CIO Insights
CIO Insights