Family Office & Private Wealth Legacy Summit 2026
About the Event
The Family Office & Private Wealth Legacy Summit, curated by Opal Group and held at the Parrish Art Museum in Water Mill, New York on 25–26 August 2026, has established itself as one of the most distinctive events on the family office calendar. The choice of the Parrish — Herzog & de Meuron's barn-inspired masterpiece set in the agricultural landscape of Water Mill, just east of Southampton — speaks directly to the summit's theme: the intersection of cultural legacy, creative stewardship, and financial continuity.
The two-day programme addresses the most consequential forces reshaping family wealth management. Generational wealth transfer has become the defining challenge for family offices as the largest intergenerational transfer of assets in history unfolds in slow motion across the developed world. Sessions examine the practical mechanics of transfer — trusts, family limited partnerships, charitable vehicles — alongside the governance and communication frameworks that determine whether transferred wealth is stewarded well or dissipated.
Social impact investing receives dedicated programming that goes beyond ESG checkbox frameworks to explore how families can deploy capital to generate measurable social and environmental outcomes while maintaining competitive risk-adjusted returns. Speakers include practitioners who have built track records in this space, not theorists.
Artificial intelligence and technology in wealth management is rapidly moving from speculative to operational, with family offices experimenting with AI for portfolio monitoring, tax optimisation, reporting, and even investment selection. The summit examines both the opportunities and the governance risks that accompany accelerated AI adoption.
The lifestyle and culture of affluent families — how next-generation members relate to inherited wealth, how families make decisions about property, philanthropy, and consumption — provides the backdrop for discussions about values alignment across generations.
The Hamptons location provides a uniquely appropriate setting: a summer community with deep roots in old money and an increasingly dynamic presence of new wealth, innovation capital, and creative industry.