March 10, 2026
New York Marriott Marquis, New York, NY
Experience the Future of Family Offices in New York
The Family Office Winter Forum 2026 returns to the heart of New York City, the global hub of finance and ambition.
Join 500+ leading family offices, managers, and investors for a high-energy day of panels, networking, and insights from top Wall Street voices.
From family governance to alternatives and impact investing, and of course, how to use the rise of A.I. in your investments and business, discover strategies shaping the future of wealth, all in that unmistakable New York State of Mind.
CONFERENCE FORMAT
This conference will feature dialogue driven panel discussions led by consultants and family offices, fireside chats and keynotes by the most influential voices. *Only Standalone Speakers will be allowed to use PowerPoints for educational purposes but cannot pitch products.
Topics Will Include
- Reinventing the Family Office: Agility, Governance, and Generational Change
- The AI Advantage: Transforming Investment Strategy and Decision-Making
- The New Real Estate Equation: People, Cycles, and Opportunity
- Crypto & Blockchain: Opportunities, Risks, and the Future of Finance
- Impact Investing: Aligning Values with Returns
- Active vs. Passive: Navigating the Public Markets
- The New Age of Credit: Strategies for Family Office Investors
- Investing in Innovation: Growth, Risk, and Direct Opportunities
- Private Equity & VC: Structuring Deals in a Crowded Market
- Smart Money Moves: CIO & CEO Roundtable
- Alternative Opportunities: Strategies for Growth and Diversification
- …and many more!
Who Should attend
- Family Offices
- Endowments
- Foundations
- Consultants
- Attorneys
- Financial Planners
- Accountants
- Tax Planners
- Estate Planners
- Philanthropy Specialists
- Family Business Experts
- Succession and Generational Wealth
- Planners
- Asset Protection Specialists
- Trust Companies
- Tax Efficient Portfolio Managers
- Long-Term Care Specialists
- Hedge Funds
- Fund of Funds
- Real Estate Managers
- Equity Managers
- Venture Capitalists
- Academics Specializing in Family Businesses
- Private Equity
- Insurance Companies
Featured Past Speakers
Shirin Ebadi
Nobel Peace Prize Winner
Jose Hernandez
Former NASA Astronaut, Subject of the Film “A Million Miles Away”
Sherry Witter
Founder, Managing Partner & CIO, The Witter Family Office
Dennis Levine
Founder & CEO, Water Garden Farms
Kevin McGovern
Chairman, McGovern Capital LLC
Request Agenda
social media graphics
Captured Moments
registration pricing
Managers / Service Providers
$2,895
End Investor
Complimentary*
True End Only Family Offices, Non-Discretionary Consultants, Endowments, and Foundations can be verified for complimentary access* (must be allocators to 3rd party fund managers)
***Institutional End-Investors include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.
*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 3rd 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.
Hotel Information
New York Marriott Marquis
1535 Broadway, New York, NY 10036
SINGLE ROOM RATE $359++
Exclusive of taxes, currently 14.75% plus $3.50 Occupancy tax per room per night
For sponsorship, exhibition & speaking opportunities
212-532-9898
info@opalgroup.net
Hadron Energy is developing Halo, a light-water Micro-Modular Reactor built to deliver clean, reliable power for the world’s industrial transformation. Our mission is to enable deep decarbonization and energy security by providing resilient, 24/7 carbon-free energy for industrial campuses, data centers, and remote or constrained locations. By pairing proven light-water reactor technology with advanced manufacturing and a modular design, Hadron offers a lower-risk, scalable pathway to next-generation nuclear energy deployment. The company is advancing toward a first-of-a-kind unit in 2029, supported by strong commercial momentum and customer LOIs. We are also celebrating key growth milestones, including the recently announced business combination with GigCapital7, positioning Hadron to accelerate licensing and manufacturing scale-up as a public company.
The future of medicine isn’t reactive. It’s Radence.
Radence was founded to detect and prevent disease before it occurs. The future of healthcare isn’t about treating illness, it’s about preventing it. Radence is redefining how people take control of their health. While traditional healthcare often waits for symptoms to appear, we start earlier, detect risks sooner, act with precision, and help people spend more of their years in peak health.
Through a concierge model, the company provides members and their clinical care teams with leading-edge access to the world’s most advanced prevention, early detection, and treatment strategies, integrated into an entirely new and comprehensive approach to personalized precision medicine. Drawing on proprietary testing and screening protocols grounded in rigorous science and fueled by cutting-edge technology and unmatched data-driven insights, Radence uncovers early signals of future disease.
Many serious conditions, including heart disease, cancer, and neurological decline, develop silently for years. By the time standard care detects them, treatment options are fewer and outcomes worse. Early detection changes everything. Statistics show that identifying disease in its earliest stages dramatically improves the ability to treat, reverse, or slow progression. The current healthcare system isn’t built for this. Primary care often focuses on reactive treatment and routine checklists, not advanced, predictive screening.
Our advantage is a world-class clinical team, deep scientific expertise, personalized protocols, and advanced tools to identify risks long before they’re visible, all while working alongside existing providers. We respect our members’ existing care teams and augment their work with advanced early detection and intervention support, delivering a sophisticated level of collaborative, comprehensive care previously unavailable to even the best primary care physicians.
Radence is backed by RA Ventures, the company formation platform of RA Capital Management, and a team of over 50 PhDs and MDs dedicated to funding the development of novel medicines and tests. With the strength of RA Capital and the technology-mapping brilliance of TechAtlas, we are reshaping the very idea of what healthcare can be.
Abacus Global Management (NYSE: ABX) is a leading financial services company specializing in alternative asset management, data-driven wealth solutions, technology innovations, and institutional services. With a focus on longevity-based assets and personalized financial planning, Abacus leverages proprietary data analytics and decades of industry expertise to deliver innovative solutions that optimize financial outcomes for individuals and institutions worldwide.
Abacus Global Management is comprised of four business verticals: Abacus Life Solutions, Abacus Asset Group, Abacus Wealth Advisors, and ABL Tech.
Abacus Life Solutions serves as the foundation, originating assets for internal and institutional funds. With over $10 billion in face value transacted since inception and licensing in 49 states, the division works with 78+ institutional partners and over 30,000 financial advisors to generate consistent earnings while feeding the asset pipeline across verticals.
Abacus Asset Group functions as the growth engine, managing longevity funds and ETFs with $3 billion in fee-paying assets under management. The division delivers strong risk-adjusted returns through tailored investment strategies, offering both liquid and illiquid strategies with quarterly distributions and long-term capital appreciation.
Abacus Wealth Advisors operates as the distribution channel, designed to combine data, origination, and asset management capabilities. The division optimizes financial planning through lifespan metrics and aims to merge technology with human advisory services to deliver personalized wealth solutions.
ABL Tech provides the competitive moat with AI-driven mortality verification achieving 97% coverage and less than 1% error rate. Tracking over 2 million lives across 100+ institutional systems, the technology division is designed to accelerate claims, prevent fraud, and optimize pension liabilities while monetizing across insurance, pensions, and mortgage sectors.
For more information, please visit https://abacusgm.com/
EdenRoc Sciences is a life sciences portfolio company, focused on addressing the diseases of aging, with assets ranging from industry leading genomic detection to clinical stage pharmaceuticals, forensics and biologic-based consumer products. At EdenRoc, we are building the next generation of life science companies to tackle humanity’s most urgent health challenges, from slowing aging to defeating cancer and preventing deadly infections. We are the modern-day equivalent of Edison Labs or Bell Labs — but exclusively dedicated to advances in the life sciences. Unlike traditional venture-backed firms limited by short timelines, EdenRoc benefits from a long-term vision, a highly innovative multidisciplinary team, and a mission to pursue bold scientific breakthroughs while creating financially sustainable businesses.
Over the past thirteen years, we have invented, developed, and commercialized some of the world’s most essential genetic clinical tools, age-defying pharmaceuticals, and science-based consumer products. Our organization now comprises 140 people worldwide, supported by 65 top-tier scientific and medical advisors, along with our in-house researchers. We hold a global patent portfolio with over 190 issued patents and hundreds more pending. Our headquarters include laboratories and offices in Boston and San Francisco. We have secured tens of millions of dollars in non-dilutive funding from the National Institute of Health, the National Institute of Aging, the NHGRI, the US Department of Defense and significant investment funding from The Alzheimer’s Drug Development Foundation.
Sourcepass was created to disrupt the stale IT services and security space. Businesses are often held back by lackluster technology vendors that leave them underserved and overcharged for IT services. An opportunity existed for innovation through leveraging Software-as-a-Service (SaaS) technologies such as Artificial Intelligence (AI) and Robotic Process Automation (RPA) married with premier managed services to provide a revolutionary client experience. As a result, Sourcepass was born with the vision to provide businesses of all sizes a technology experience that elevates their company. Sourcepass puts you in control of your digital universe, so you have the power to transform your business. With Sourcepass, you have a team of guardians that maintains data networks, manages cloud and security monitoring, and guides productivity and digital transformation. The right blend of technologies work seamlessly and powerfully, backed and boosted by our tech smarts and business savvy.
SumIt provides intuitive accounting software built for family offices, making it easy to manage financials across multiple entities. With AI-powered automation, seamless bank integrations, and one-click consolidated reporting, SumIt eliminates complexity so that family offices can save time, improve accuracy, and focus on strategic decision-making.
Driehaus Capital Management is a privately held investment management boutique based in Chicago. Founded in 1982, the firm manages active growth equity strategies and alternative investment strategies on behalf of a diverse institutional client base comprised of corporate and public pensions, endowments, foundations, sub-advisory, family offices, wealth managers and financial advisors, globally.
Dinari is the largest provider of tokenized U.S. public securities. Their mission is to enable investing in anything from anywhere through their compliance-first, blockchain-based tokenization technology. With Dinari, Neobanks, Fintechs, and other financial services providers can offer their customers seamless access to U.S. public markets through Dinari’s fully backed dShares™.
By tokenizing real-world equities on-demand and at scale, Dinari provides global investors with seamless access to over 100 tokenized U.S. public stocks and financial assets. Turnkey integration and a focus on working with partners to navigate regulatory challenges make it easy for Dinari’s partners to remain at the forefront of financial technology.
Dinari has raised $22.65 million to date from leading investors including VanEck Ventures, F-Prime Capital, Hack VC, Blockchange Ventures, and Balaji Srinivasan.
Dinari Inc. is a Registered Transfer Agent with the United States Securities & Exchange Commission (Section 17A(c)). Dinari dShares™ are not available in the United States and certain jurisdictions as limited by law. Dinari Securities LLC is a registered broker-dealer with the United States Securities and Exchange Commission and a member of FINRA/SIPC. [b]
CohnReznick helps organizations optimize performance, manage risk, and maximize value through associated firms operating under the CohnReznick brand: CohnReznick LLP, a licensed CPA firm providing assurance services; and CohnReznick Advisory LLC (not a licensed firm) providing advisory and tax services. Together, CohnReznick provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, CohnReznick serves organizations around the world as an independent member of Nexia.
Cowen Partners Executive Search is a nationally recognized retained executive search firm that partners with organizations to identify, recruit, and place transformational leadership talent across the full spectrum of C-suite and senior leadership roles. The firm works with public and private enterprises, pre-IPO companies, private equity and family offices, and nonprofit organizations to match strategic vision with exceptional executive capability.
With deep industry expertise and extensive networks, Cowen Partners combines rigorous research, market mapping, and a relationship-driven approach to deliver curated candidate pools representing the top 1 percent of leadership talent. The firm’s methodology is rooted in precision, cultural alignment, and long-term retention—in service of helping clients accelerate growth, drive innovation, and navigate complexity in dynamic markets.
Cowen Partners conducts retained searches across diverse sectors, including financial services, technology, healthcare, manufacturing, real estate, private equity, and family office leadership. The firm’s senior partners and search consultants work collaboratively with boards, founders, and senior management to define role requirements, assess organizational culture, and secure leaders who can deliver measurable impact and sustain competitive advantage.
Headquartered in the Pacific Northwest with a national footprint serving all 50 states, Cowen Partners is committed to confidentiality, integrity, and client-centric service. The firm is consistently recognized among the country’s leading executive recruiting firms, known for its strategic rigor, speed of delivery, and commitment to building leadership teams that shape long-term success.
FamVault is a secure digital platform designed specifically for family offices managing multi-generational wealth. More than just a static vault, FamVault ensures that critical documents - wills, trusts, estate plans, insurance policies, investments, and more - are automatically delivered to the right people at the right time, for lifetime and legacy planning, during incapacity, and after death.
Built for today’s complex family structures, FamVault reduces administrative burden, enhances governance, and ensures continuity through life’s most difficult transitions. Advisors can collaborate with families via an intuitive interface and tiered permissions, maintaining full control over privacy and access.
Powered by blockchain and AI, FamVault safeguards sensitive information while providing real-time, verified delivery to authorized medical professionals, executors, and beneficiaries.
FamVault is a powerful tool for simplifying operations, deepening relationships, and securing a family’s legacy with confidence and care.
Plan with Purpose, Transition with Confidence
Lumenai is an innovative AI investment service that transforms traditional investing by harnessing the power of data science and artificial intelligence. Our cutting-edge technology makes sophisticated investing easier, more personalized, and more efficient than ever before.
Our platform provides investors, advisors, and institutions with the flexibility to create unique investment strategies, including stocks, multi-asset, or funds, thanks to our advanced artificial intelligence systems developed by top-tier data scientists with over 35 years of experience in quantitative investing.
At Lumenai, investors collaborate with us to define their portfolio’s goals and risk levels. Then, our data scientists use this information to train the AI system to optimize portfolio performance, recommending which securities to buy or sell. As a result, investors can better focus their time on more important tasks without having to monitor the stock market or hire/fire fund managers.
Lumenai caters to individuals, advisors, family offices, and institutional investors who seek to take control of their investments and stay ahead of the curve by leveraging cutting-edge data science and AI technology.
Lumenai. Invest with Intelligence.
Exclusively handcrafted fine Italian menswear. Refreshingly unique custom tailoring & design carefully crafted to create a unique pattern based on your measurements—chalked directly upon the fabric of your choice. Just as your uniqueness is the very thing that makes you successful, so will be your suit, sport coat or blazer as an expression of your individuality.
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.
AIR Asset Management is a Chicago-based fund manager with approximately $760 million in AUM across longevity, private credit, and private equity - growth & venture strategies. AIR’s experienced team of professionals from diverse backgrounds serves an investor base of institutional, registered investment advisers, single and multi-family offices, and high-net worth individuals.
Catalyst Investors is a growth equity firm based in New York City that invests in lower middle market, high-growth B2B technology businesses. These are typically Series B / C companies, often with <$100 million enterprise value at entry, building solutions across AI, robotics, software / SaaS, tech-enabled services, and digital infrastructure. Throughout its 26-year history, the firm has consistently delivered superior returns and a low loss ratio by helping entrepreneurs create companies with enduring strategic value. By adhering to a proactive, research-based approach to sourcing, the firm identifies sectors and businesses with strong growth potential. Catalyst actively participates at the board level, advising on topics including go-to-market strategy, team development, capital formation, and exit planning. This involvement has yielded meaningful realized returns and outperformance in both favorable and challenging market conditions. Finally, the majority of Catalyst’s investments are QSBS eligible, offering significant tax advantages to investors
Pravati Capital is an SEC-registered investment adviser focused exclusively on litigation finance since 2013. We built a platform for this niche: an internal legal and investments team for underwriting, a dedicated asset-management function for servicing and monitoring, independent fund administration for investor reporting, and a documented compliance program. Think of Pravati as the law-firm lending sleeve of private credit: senior-secured, asset-based exposure to diversified contingency practices, with return drivers tied to legal outcomes rather than market beta. It complements sponsor-backed corporate credit, real assets, and other alternative sleeves.
We explore how AI and Exponential Technologies bring opportunities for people and organizations to increase their wealth and health. Our audience is anyone interested in improving in their career, their business, their investments, living a healthier and more fulfilling life, or simply understanding how Exponential Technologies are changing the world.
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.
AltsWire is the definitive news source for the illiquid and semi-liquid alternative investment industry. Founded in 2013 as The DI Wire, AltsWire rebranded in early 2025 to better reflect the scope, diversity, and maturity of the alternative investment landscape we cover. Today, AltsWire delivers timely news, in-depth analysis, and industry insights to our dedicated audience of wealth advisers, registered investment advisers (RIAs), investment sponsors, and broker-dealers who serve millions of American retail investors. Our coverage spans all aspects of illiquid and semi-liquid alternative investments, including real estate investment trusts (REITs), business development companies (BDCs), interval and closed-end funds, Delaware statutory trusts (DSTs) used in 1031 exchanges, Regulation A+ offerings, qualified opportunity zone (OZ) funds, and the full range of private placement vehicles. Since inception, AltsWire has grown into the most trusted media platform exclusively focused on illiquid and semi-liquid alternative investments. We remain committed to unbiased reporting, thoughtful editorial perspectives, and empowering our readers with the information they need to thrive in this dynamic, specialized sector.
Banking CIO Outlook Magazine covers the latest technology updates in the banking sector challenges to face in the banking IT community, including payments, security, channels, and banking compliance. Determined to offer a myriad of additional services that can improve businesses, Banking CIO Outlook magazine stands out with its learn-from-peers approach, offering professionals the most comprehensive collection of technology trends.
BrandPR is a marketing PR agency specializing in the crypto space. It is dedicated to amplifying brands in this dynamic sector through strategic communication and branding. It offers tailored public relations solutions that drive engagement, build trust, and elevate brand reputation in digital media. With expertise in media relations, social strategy, content creation, and event partnerships, BrandPR crafts impactful narratives that resonate with crypto audiences, positioning clients for visibility and credibility in this competitive market.
The world of enterprise technology is soaring high. Every minute, new technological innovations are cropping up in different corners of the world. Every technologist out there wants to stay abreast of all the latest trends in enterprise technology and innovation. CIOInsights works to bring to all the tech enthusiasts the latest information from the world of innovative enterprise solutions. This new world belongs to tech start-ups. We amalgamate all aspects of technology to give an unparalleled digital experience to our ambitious entrepreneurs striving to reach the top. We at CIOInsights magazine give our readers every thorough detail from every arena in technology.
CoinCarp is a global crypto data aggregator providing coin prices, exchange rankings, wallet info, airdrop alerts, and blockchain explorer tools in one place.
CoinCheckup is a crypto research platform offering detailed coin analysis, price data, predictions, and investment insights for informed decision-making.
CoinCodex tracks 30,000+ cryptocurrencies with real-time prices, charts, and news. CoinCodex offers advanced portfolio tracking, alerts, and market overviews.
At Coinfea, we are passionate about exploring the exciting possibilities of the digital world and staying ahead of the curve when it comes to technological advancements and their impact on our lives.
Our team of expert writers and analysts is dedicated to providing our readers with insightful analysis and in-depth coverage of the most pressing topics in the crypto and blockchain space. Whether you are a seasoned investor or simply curious about the world of digital assets, our platform is the perfect place to keep up with the latest news, trends, and developments in this rapidly-evolving field.
At Coinfea, we believe that technology has the power to transform society for the better, and we are committed to promoting the responsible use and adoption of emerging technologies such as blockchain and web3. We are also passionate about educating our readers and helping them to make informed decisions about their investments and participation in the digital economy.
In addition to our news coverage, we also offer a range of educational resources, including in-depth guides, tutorials, and explainers, to help our readers deepen their understanding of the complex world of crypto and blockchain.
Whether you are an enthusiast, a professional, or simply curious about the digital world, we invite you to join our community of readers and explore the exciting possibilities of the future. Thank you for choosing Coinfea as your trusted source for reliable, insightful, and in-depth coverage of the digital world.
CryptoNewsZ is a trusted global source for accurate and up-to-date news and insights on cryptocurrency, blockchain, and the web3 ecosystem. CryptoNewsZ aims to become a leading platform for millions of crypto enthusiasts worldwide, offering extensive coverage of the rapidly developing digital economy. The site serves as a resource for seasoned traders, blockchain enthusiasts, and beginners exploring the world of digital assets, empowering them with reliable knowledge and actionable insights.
Founded in 2018, Cryptopolitan has grown from a popular blog into a trusted source of news and analysis for millions of readers worldwide. Over the years, we have expanded our coverage to include a wide range of topics, from market trends and technological innovations to regulatory changes and industry events.
Our team includes seasoned journalists, industry experts, and passionate crypto enthusiasts who are committed to delivering high-quality news.
Cryptopolitan is continuously expanding its network and offerings to reach a global audience across the cryptocurrency, AI, gaming, blockchain and web3 markets.
We believe in the power of collaboration to unlock human potential and growth. We make collaboration better with growth-minded people and cutting-edge technology. Events are where people connect and everything can happen: learning, partnerships and growth. We are building tools for event organizers to seamlessly collaborate with speakers, partners, and sponsors. United we are stronger Join us!
Executive Global magazine takes readers on a highly informative, and insightful tour of the developments shaping our global economy, in addition to the impact these developments may have on executives worldwide, and the subsequent strategies that may be adopted in their wake. Guided by expert opinion, and supported by leaders in their field, the magazine provides a unique platform that aids in the effective management of business, people, and revenue, whilst presenting an objective view on geopolitical affairs, the global financial, and capital markets
Financial Service Review is a leading technology magazine that reaches out to over 56,000 print subscribers and over 85,000 digital subscribers. It provides a comprehensive platform for senior-level industry experts, buyers, and decision-makers to share their insights following a unique learn-by-peers approach.
GlobalRisk Community is a thriving community of risk managers and associated service providers. Our purpose is to foster business, networking and educational explorations among members. Our goal is to be the world's premier Risk forum and contribute to a better understanding of the complex world of risk.
Gogetgpt is the premier source for AI Tools, knowledge, and resources designed to harness the full potential of artificial intelligence for both personal and business solutions. With an expansive collection of over 6,000 AI tools, training materials, and invaluable insights, we are your all-in-one hub for everything AI.
SmartMoneyMatch connects the global investment community For alignment of interest in the investment field, SmartMoneyMatch.com offers two main functionalities: 1. Investments can be classified (as are products on eBay), and you can specify your supply or demand and give other users the opportunity to search for investments according to given relevant criteria for the investment process. Additionally, you can make a request for proposal (RFP) within the given criteria, and potential suppliers can state which kind of RFP they are willing to respond. 2. Users can mutually connect with one another on the platform. This functionality is similar to that of LinkedIn, focusing on criteria relevant to the investment industry. (At registration, you can choose who will be able to see your information.) Contact: Martin.Signer@SmartMoneyMatch.com Phone: +41433331038



















