Twelfth Family Wealth Report Family Office Investment Summit 2026

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.