We’re happy to share an upcoming summit by Opal Group, set in an inspiring and highly exclusive setting, bringing together Family Office leaders, ultra-high-net-worth individuals, and top wealth managers to explore the future of generational wealth and long-term impact.
As the family office landscape continues to evolve—shaped by wealth transfer, demographic shifts, and changing investor priorities, this event offers a valuable opportunity to gain forward-looking insight while building meaningful, peer-level connections.
Key discussions will include:
- Generational wealth transfer and legacy planning
- Impact investing and sustainable strategies
- The role of AI and technology in wealth management
- The evolving preferences of next-generation investors
There’s also a strong emphasis on connection, with a curated group of single and multi-Family Office leaders coming together to share perspectives, exchange ideas, and build relationships in a thoughtful, collaborative environment.
It’s a focused, high-level gathering for those looking to stay ahead in an increasingly dynamic private wealth landscape.
August 25th — 26th, 2026
Water Mill, NY