If you are part of a family office or you serve ultra high net worth clients, the right events can accelerate relationship building, surface new managers, and create real deal flow. The challenge is that the family office ecosystem moves fast, and the best conferences are the ones where you show up prepared with context on who you want to meet and why.

This 2026 calendar highlights a mix of family office conferences and allocator forums that tend to attract family office decision makers across the US. If you want to tighten your targeting before you go, start with the Family Office Database and the vendor landscape overview in The Best Family Office Databases in 2026.

February 2026

Global Alts Miami 2026 by iConnections

Dates: February 23 to 26, 2026

Location: Miami Beach Convention Center, Miami Beach, Florida

Pricing: Not publicly listed. iConnections notes pricing is based on AUM tiers and may vary by fund size.

Global Alts is one of the largest allocator and alternatives gatherings of the year and a major hub for family offices and private markets networking.

IPI Winter Investment and Family Office Forum

Dates: February 25 to 26, 2026

Location: Santa Monica, California

Pricing: Not publicly listed

The IPI forums bring together family office and private wealth decision makers in a closed door format oriented around investment dialogue and peer exchange.

March 2026

Family Office Winter Forum 2026 by Opal Group

Dates: March 10, 2026

Location: New York Marriott Marquis, New York, New York

Pricing: $2,895 for managers and service providers

This one day forum is designed for family office leaders and allocators and typically draws a large New York based audience of private wealth decision makers.

Private Family Capital Summit by Family Office Exchange

Dates: March 16 to 17, 2026

Location: The Breakers, Palm Beach, Florida

Pricing: $2,850 - $3200

This is an investor focused program designed for families and single family office executives managing private family capital across diverse asset classes and strategies.

Beverly Hills Super Summit 2026 by Family Office Club

Dates: March 4 to 5, 2026

Location: Sofitel Hotel, Beverly Hills, California

Pricing: Not publicly listed

A relationship driven investor gathering that can be relevant for teams seeking exposure to investor networks and family office adjacent attendees.

Family Office Forum Los Angeles by Prestel and Partner

Dates: March 24 to 25, 2026

Location: Los Angeles, California

Pricing: Minimum entry levels apply. 

A West Coast family office conference focused on investment themes and peer level networking.

April 2026

Family Office Summit 2026 by CAASA

Dates: April 28, 2026 and April 29, 2026

Location: Toronto Region Board of Trade, Toronto, Ontario

Pricing: Not publicly listed. CAASA notes category based registration, with the first end investor delegate free and a nominal fee for additional delegates.

A family office and alternatives oriented summit that includes dedicated programming for single family office participants.

May 2026

Private Wealth US Spring Retreat by Markets Group

Dates: May 11 to 13, 2026

Location: Carlsbad, California

Pricing: $7,500 for managers and service providers. Complimentary registration is offered for qualified investors.

A closed door style retreat that brings together RIAs, private wealth leaders, and family office participants for investment strategy and networking.

July 2026

Family Office and Private Wealth Management Forum by Opal Group

Dates: July 27 to 29, 2026

Location: Newport Harbor Island Resort, Newport, Rhode Island

Pricing: $3,195 early bird rate and $3,495 standard rate for managers and service providers

A large scale family office event with heavy networking and broad coverage across private markets, direct investing, and portfolio construction.

September 2026

West Coast Family Office Wealth Conference

Dates: September 14 to 16, 2026

Location: Montage Laguna Beach, Laguna Beach, California

Pricing: Not publicly listed

A well known West Coast conference that typically attracts senior family office and private wealth investment leaders.

October 2026

Private Wealth US Fall Retreat by Markets Group

Dates: October 7 to 9, 2026

Location: Orlando, Florida

Pricing: $7,500 for managers and service providers. Complimentary registration is offered for qualified investors.

A retreat format event that includes private wealth and family office participation focused on allocation strategy and manager selection.

Private Wealth Latin America and Caribbean Retreat by Markets Group

Dates: October 21 to 23, 2026

Location: Miami, Florida

Pricing: $4,000 ticket price is listed for the 2026 retreat registration page

An invitation oriented gathering for RIAs, family offices, and private banks active across Latin America and the Caribbean.

Real Estate Family Office and Private Wealth East

Dates: October 26 and 27 

Location: Loews Coral Gables, Coral Gables, Florida

Pricing: Not publicly listed

A real estate focused family office and private wealth event built around direct deal discussions and private capital connections.

November 2026

CAASA Annual Conference 2026

Dates: November 3 to 4, 2026

Location: Montreal, Quebec

Pricing: Delegate pass pricing is not shown on the event page. CAASA materials describe delegate passes ranging from $1,250 to $3,250 for managers and service providers.

CAASA’s flagship conference brings together institutional allocators, managers, and service providers and often includes family office participation alongside endowments and pensions.

USA Family Office Conference

Dates: November 12, 2026

Location: Beverly Hills, California

Pricing: Not publicly listed

A member driven event designed for family office peers to share ideas and build relationships in a closed format.

The Silicon Valley Family Office and High Net Worth Conference

Dates: November 16, 2026

Location: Silicon Valley, California

Pricing: Not publicly listed

A one day family office and high net worth focused program geared toward networking and capital discussions.

The Los Angeles Family Office and High Net Worth Conference

Dates: November 19, 2026

Location: Beverly Hills, California

Pricing: Not publicly listed

Another DC Finance stop that typically draws a mix of family offices, ultra high net worth advisors, and private capital professionals.

December 2026

The Florida Family Office and High Net Worth Conference

Dates: December 2, 2026

Location: Miami Beach, Florida

Pricing: Not publicly listed

A Florida based family office and ultra high net worth conference that fits well for teams already planning Miami travel in Q4.

Family Office Super Summit 2026

Dates: December 8 to 11, 2026

Location: Fort Lauderdale Marriott Harbor Beach Resort and Spa, Fort Lauderdale, Florida

Pricing: Not publicly listed

A large scale family office oriented summit with a heavy investor and capital raising focus.

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Events can open doors, but the real advantage comes from what you do before and after the handshake. The most effective teams arrive with a prioritized target list, understand who is actively allocating, and follow up quickly with outreach that reflects real context.

AdvizorPro helps you identify and engage the right family offices with continuously updated profiles, ownership and investment intelligence, and verified contact data so your team can turn event conversations into real opportunities. Start your free trial.

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