Family Office Forum

The Family Office Forum New York 2026 is set to be an exceptional gathering, marking its 7th Annual Edition at the prestigious Harvard Club of New York City. This exclusive two-day conference brings together over 100 families and their decision-makers, making it one of the largest events for private Single Family Offices in the USA. Designed specifically for leaders in Family Offices, Family Members, and select sectoral experts, the forum focuses on fostering connections and conversations in a private setting, ensuring total data privacy for all attendees.The 2026 theme, 'Defining Generational Success: Finding Focus,' aims to explore the future of Family Wealth in North America and beyond. Attendees will gain valuable insights from industry leaders through presentations and panel discussions centered on best practices in Government and Investments. The event promises a safe space for Family Offices and ultra-high-net-worth individuals (UHNWIs) to exchange experiences and knowledge without the pressure of sales pitches. Notably, families with more than $150 million in assets under management are invited to attend free of charge, reflecting the forum's commitment to genuine engagement and collaboration among the wealth community.The forum will showcase prominent speakers such as Tim, the Global Head of the Private Wealth & Family Office practice at TMF Group, known for his extensive experience in supporting modern families and their family offices. Farr Shepherd, managing partner of Decypher Technologies, will address cybersecurity challenges faced by high-net-worth individuals, while Dr. Sanjay Tolani, an internationally recognized estate planning advisor, will share insights on wealth management strategies. Other notable speakers include Constance A. Morgan, a publicist and executive board member with a deep background in financial stewardship, and Leyla Alaton, a prominent businesswoman and advocate for women in business.The Family Office Forum New York 2026 promises invaluable networking opportunities with fascinating individuals from diverse sectors, creating a platform for collaboration and learning. With limited space for service providers and experts, the focus remains on high-level discussions that drive meaningful connections. The event’s unique environment ensures that attendees can explore innovative ideas and strategies to enhance and protect their wealth in an increasingly complex global landscape. Overall, the Family Office Forum New York is an essential occasion for families and their executives to engage, learn, and grow within an exclusive community dedicated to fostering wealth and legacy.