Family Wealth Report Family Office Investment Summit

The Family Wealth Report Family Office Investment Summit is a one-day New York conference run by ClearView Financial Media, the London publisher of Family Wealth Report, WealthBriefing and WealthBriefingAsia. It has run for its family office community since 2014, and the twelfth edition takes place on Monday 16 November 2026 at PwC's offices at 300 Madison Avenue, from 8:30 in the morning to 6 in the evening.

Who attends

Senior investment professionals, principals and advisers from single and multi-family offices, mostly US-based with an international minority. The registration form lists the categories the organiser expects: family offices of every kind (single, multi, embedded and hybrid), private banks, registered investment advisers, consultants, wealth managers and wealthtech providers. Family Wealth Report's editorial team sets the agenda and chooses the speakers, which is the main difference from summits run by event companies.

How access works

Registration is by web form on the summit page, subject to the organiser's approval; the site talks of securing an invitation. Tickets for approved delegates are complimentary and the organiser says they are always in high demand. The event is funded by a select group of sponsoring partners, and the form also offers speaking, sponsorship and pitching options. Providers who want a seat should expect to come in through one of those routes rather than by buying a ticket.

What attendees get

A day of keynotes, expert panels and peer-led discussion on private markets, portfolio construction and allocator perspectives, with networking through the breaks and a reception at the close. Sponsors and invited participants may run clearly labelled sessions in which they present investment ideas or co-investment opportunities; the summit is open about that, which lets attendees choose what to sit in on.

ClearView runs a full calendar of family office events in New York around this summit: a Family Office Fintech Summit each October, now in its eleventh year, and smaller one-day forums each spring on fintech, investment and cybersecurity, most hosted at BNY's offices in Lower Manhattan. Together they form the most regular family office programme any financial publisher runs in the city. Note that ClearView's event pages carry a no-index tag, so they are easier to reach from the summits listing than from a search engine.