Family Office & Private Wealth Management Forum West 2026
About the Event
The Family Office & Private Wealth Management Forum West, Opal Group's annual west coast event, returns to the Napa Valley Marriott Resort & Spa on 21–23 October 2026. The setting is deliberately chosen: Napa Valley, situated in Northern California wine country, sits at the geographic and cultural heart of the Silicon Valley wealth ecosystem — a region that has produced more first and second-generation family offices in the past two decades than perhaps any other geography in the world.
The forum's investment content reflects the unique character of West Coast family wealth. Private equity and venture capital dominate the discussion not as exotic alternatives but as the foundational asset classes through which many attendees built their wealth. For this audience, understanding how to redeploy operating-company proceeds into diversified investment portfolios — navigating the transition from operator to allocator — is a lived experience, not an academic exercise.
Technology and innovation investment themes run throughout the programme. Attendees include founders and early employees of technology companies who understand technology investment opportunities at an operational level that institutional fund managers rarely achieve. Sessions examine how this domain expertise can be systematically captured and deployed through family office investment programmes.
Impact investing receives dedicated programming tailored to the values of a younger-skewing, West Coast audience that has grown up with ESG as a baseline expectation rather than a premium strategy. The forum explores how impact investments can compete on pure financial merit.
Alternative investments — private credit, real assets, hedge fund strategies, and royalties — are examined through the lens of portfolio construction for families that often have highly concentrated wealth in a single industry or a handful of companies.
The trustee-beneficiary relationship, a perennial challenge as Silicon Valley wealth passes to second and third generations with different values and risk tolerances, receives candid treatment from practitioners with direct experience navigating family dynamics.