
Summits & Forums
Twelfth Family Wealth Report Family Office Investment Summit 2026
Monday - 16th November 2026
PwC
300 Madison Avenue, New York, NY 10017
Overview
The Twelfth Family Wealth Report Family Office Investment Summit 2026 brings together senior investment professionals, principals and advisers from single and multi-family offices across the US and internationally for a focused examination of the strategies shaping private wealth portfolios.
Held against a backdrop of market uncertainty and structural change, the Summit provides a forum for informed discussion on asset allocation, risk management, private markets, governance and long-term capital preservation. The programme is designed to address both strategic and practical challenges faced by family offices as they navigate evolving economic conditions, regulatory developments and generational transitions.
The Summit is editorially independent and research-led. While it is financially supported by a select group of sponsoring partners, agenda development and speaker selection remain under the direction of Family Wealth Report. Sponsoring firms and invited participants may contribute clearly identified sessions or discussions in which they share investment ideas, co-investment opportunities, market perspectives or case studies relevant to family offices’ investment strategy and portfolio planning.
Through a carefully curated agenda of keynote presentations, expert panels and peer-led discussions, delegates will gain insight into how leading family offices are positioning portfolios, evaluating opportunities and aligning investment decisions with long-term family objectives. The Summit also offers structured opportunities for high-quality networking and peer exchange.
Now in its twelfth year, the Family Office Investment Summit continues Family Wealth Report’s commitment to delivering practical insight, informed debate and meaningful engagement for the family office community.
Secure your invitation to the premier investment strategy summit for North American family wealth.
Logistics
Date and Time
Date: Monday 16th November – 2026
Time: 8:30 am – 6:00 pm Eastern Standard Time
Venue
PwC
Address: 300 Madison Avenue, New York, NY 10017
About our Sponsors
Content Sponsor
Forum Markets, Incorporated (Nasdaq: FRMM) is a digital asset platform modernizing capital markets through the tokenization of institutional-grade real-world assets on Ethereum. The company structures and brings cash-generating assets onto blockchain-based infrastructure to unlock liquidity, broaden investor access, and enable more efficient primary issuance and secondary market activity. Forum integrates traditional asset management principles with scalable digital market architecture as it builds a new framework for how real-world value is originated, accessed, and traded.
While Everyone Is Talking About Multipolarity (even me), Below the Surface is a Different Story.

Jesse Friedlander
Founder and Chief Investment Officer
Des Voeux Partners Family Office
Register
Contact us
- To register to attend, please fill out your details here.
- For the summit program, logistics, attendance, speaking and sponsorship opportunities, email theodora.viney@clearviewpublishing.com
