Through our partnership with Opal Group, we are excited to announce the upcoming Family Office & Private Wealth Management Forum, the premier gathering for family offices and private wealth leaders.
As Opal Group’s flagship event and the largest family office conference in its portfolio, this renowned forum brings together family offices, private investors, and investment managers for three days of insightful discussions, strategic networking, and relationship building in historic Newport, Rhode Island.
Known for its rich history, coastal charm, and iconic mansions, Newport provides a unique backdrop for meaningful conversations and new opportunities. The experience begins with the annual Regatta Cup race, offering attendees the chance to connect with fellow delegates, exchange ideas, and build relationships while enjoying stunning views along the Rhode Island coastline.
Throughout the event, participants will explore the key issues shaping today’s wealth management and investment landscape, while connecting with more than 1,000 delegates from across the family office ecosystem.
Discussions will cover topics including:
- Direct investing
- Impact investing
- Non-correlated assets
- Portfolio construction and diversification
- Wealth preservation strategies
- Alternative investments
- Emerging market opportunities
- Long-term family office planning
The conference format is intentionally education-focused, featuring exclusively dialogue-driven panel discussions led by consultants, family office principals, and industry experts. Standalone presentations are reserved for educational purposes only, ensuring content remains focused on insights rather than product promotion.
With a unique combination of thought leadership, peer-to-peer learning, and high-value networking, the Family Office & Private Wealth Management Forum offers an exceptional opportunity for attendees to gain actionable insights, strengthen relationships, and explore new opportunities for preserving and growing family wealth.
July 27th — 29th, 2026
Newport Harbor Island Resort