American Forum on Multi-Generational Family Wealth & Leadership 2026

The 2026 forum is held in Charlottesville, Virginia.

The intended participants include wealthy American families, members of both leading and rising generations, single-family office leaders and trusted representatives.

It is relevant mainly to wealthy families and their single-family office leaders, since the meeting is private, asks each family to bring both the senior generation and the rising one, and runs on peer discussion of wealth transition rather than on presentations or vendor pitches. Advisors, service providers or families without a family office structure would likely get little from it, because the closed, peer-only design leaves no obvious space for outsiders, though families dealing with a generational handover can benefit from hearing how other offices handled it.

Family office and wealth gatherings usually call for refined business casual, with jackets for men and dresses or tailored separates for women. Early October in Charlottesville is mild, so a light layer suits evenings.