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

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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

"A very well conceived and executed conference."

Thomas Handler – Partner & Chairman, Handler Law LLP

"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."

Mike Van Buren – Gateway Financial Partners

Gold Sponsors

Silver Sponsors

Bronze Sponsors

Manager Networking Sponsor

Media Partners

CIO Insights
CIO Insights
CIO Insights
CIO Insights