Family Wealth Report Family Office Investment Summit 2026

The summit takes place at PwC in New York, NY.

The stated audience includes senior investment professionals, principals and advisers from single- and multi-family offices.

It is most useful for principals, advisers and investment staff at single and multi-family offices who want peer discussion on asset allocation, private markets, governance and generational transitions, with speakers drawn from family office and investment firms. Some sessions are contributed by sponsors and invited participants sharing investment ideas or co-investment opportunities, so attendees should expect a mix of independent content and pitches. Vendors or managers hoping for broad exposure would get less from it, since the room is limited to a focused family office audience.

Attendees at family office and private wealth events in New York usually wear business formal or sharp business attire, with suits and jackets common.