The 21st North American Family Office Forum
About the Event
Now in its 21st year, the North American Family Office Forum stands as Campden Wealth's most established and closely watched annual gathering for family office principals and executives across the United States and Canada. The two-day programme, held 18–19 November 2026 in Palm Beach, Florida, brings together single and multi-family offices managing assets across the full spectrum from first-generation entrepreneurial wealth to multigenerational dynastic capital.
The forum's investment agenda reflects the current macro environment: portfolio resilience in the face of persistent inflation, higher-for-longer interest rates, and geopolitical uncertainty. Sessions cover direct investments, co-investments, private credit, and alternative asset allocation frameworks specifically calibrated for family capital's longer time horizons and unique tax situations.
On the operational side, the programme addresses one of the perennial challenges facing growing family offices: the build-versus-buy decision for technology, compliance, reporting, and investment management functions. As regulatory complexity increases and talent markets remain competitive, attendees will hear from both in-house CIO shops and outsourced-CIO providers about the relative merits of each model.
Succession and governance panels tackle the human dimensions of wealth transfer — from formal family council structures to the softer skill of preparing rising-generation members who may have little interest in finance but significant inherited responsibility. This year's programme expands its next-generation content in response to attendee feedback.
The annual Global Family Office Report, launched at this forum, provides attendees with exclusive advance access to survey data drawn from hundreds of UHNW families worldwide — offering benchmarking intelligence unavailable elsewhere.
Palm Beach provides an appropriately discreet setting: a community synonymous with old and new American wealth, offering the privacy and quality of service that Campden Wealth's qualifying attendees expect.