The Program

The next New York Family Office Forum takes place on Oct 10th - 11th 2023, and gathers 100+ Family Offices and UHNWIs in a confidential setting where you can meet your peers, share your experience, and learn from each other.

If you wish to be involved in a speaker capacity in our New York 2023 Forum, please contact
To view the New York 2022 Agenda, please click here.
To view the New York 2021 Agenda, please click here.
To view the New York 2019 Agenda, please click here.
To view the 2018 San Francisco Agenda, please click here.
What to Expect: An exchange between families, wealth owners, Family Offices, and select experts on best practices in Governance and Investments. Benefit from expertise shared through presentations and CIO roundtables, meet peers on the networking deck, enjoy catered lunches, and dedicated networking breaks.

Speakers Presenting: Many of the most successful families, private investors, and thought leaders from the Americas will join their international peers from our global network to share their experience.

See the 2022 speakers here.

The Forum offers interactive panel discussions, inspiring presentations, insightful case studies, fireside chat interviews, Investment Roundtables, and all-day Networking.

Programme Topics

Enjoy well-rounded discussions
By wealth owners, their chief executives, and thought-leading partners on the most crucial Family Office Governance and Investment related themes.
All-day-long networking
Join us when 100+ Family Offices and UHNWIs meet to network with peers, make new contacts, and exchange ideas.