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
Request Agenda
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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
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AIP’s investment strategies focus on bridges, postal facilities, and public school infrastructure. Its strategies include the New American Bridges Fund, which develops, owns, and operates replacement toll bridges across the United States in partnership with local communities; the American Postal Infrastructure Fund, which acquires and professionally manages U.S. post office facilities leased to the federal government; and School Infrastructure Fund II, which acquires and modernizes K–12 public school buildings with long-term leases funded by high-priority state government payments.
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SERVICES
Fund Formation, Regulatory and Compliance, Broker-Dealers, Joint Ventures, Strategic Partnerships, Co-Investments, Institutional Investors, Family Offices, Tax Structuring and Counseling, ERISA, Compensation and Benefits, Private Equity, Mergers and Acquisitions, Debt Financing, Derivatives and Structured Products, Securities and Capital Markets Litigation, White Collar Defense, Activist Investors, Distressed Investments, Real Estate Investments, Confidentiality Agreements
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Lumenai. Invest with Intelligence.
Wealth, and managing it, are complex endeavors.
Successful families often want to enhance their wealth and preserve a legacy that will last for generations to come. Yet, estate planning generally comes last in the high-net-worth family service cycle, preventing families from realizing the benefits of intentional, holistic planning.
At the same time, Family Offices and Registered Investment Advisors (RIAs) who work with such families face regulatory burdens that hinder their efforts to advise families in these areas.
We can help.
We work directly with Families having taxable estates, and the advisors who serve them, to craft comprehensive estate plans.
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As an RIA, we perform all these services with a fiduciary commitment.
The Crucible is a leadership diligence platform built for investors and the companies they back. We help private equity firms, family offices, and leadership teams evaluate executive fit, quantify leadership risk, and make more informed decisions about the people responsible for driving enterprise value.
Traditional leadership assessments are often designed for broad corporate environments. The Crucible was built specifically around the demands of investor-backed businesses, where leaders are expected to execute against ambitious growth plans, navigate change, operate with accountability, and perform under pressure. Our proprietary methodology benchmarks executives against a database of almost 10,000 investor-backed individuals to identify the characteristics most relevant to success in these environments.
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By bringing greater rigor to the people side of investing, The Crucible gives investors and operators a common language for evaluating leadership and helps turn one of the most subjective components of an investment decision into something measurable, actionable, and comparable. Learn more at thecrucible.com or by emailing contact@thecrucible.com.
TriNet provides full-service HR solutions, so you get time back to focus on your business, your employees get HR support and your business gains the HR guidance it needs.
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Hotel Communication Network (HCN) is the hospitality industry’s leading provider of in-room guest engagement and monetization platforms. Following its acquisition of Crave Interactive, HCN now operates the largest global network of smart hotel tablets and mobile solutions, seamlessly integrating guest services, hotel operations, and contextual media delivery. The combined platform delivers personalized digital concierge services, revenue-generating programmatic advertising, and strategic brand activations at scale. HCN supports major hotel brands across North America, Europe, and the Middle East, offering a turnkey solution that enhances the guest experience while unlocking new revenue streams for hotel operators. For more information, visit www.hcn-inc.com.
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AI Tools Network is an online resource that helps people find the best artificial intelligence tools for their needs. It offers a directory of AI tools in various categories, such as sales, marketing, education, HR and finance. They also provide educational content about AI, such as blog posts and upcoming events.
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