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Family Office & Private Wealth Management Forum West 2026

Name: Family Office & Private Wealth Management Forum West 2026
Start: 2026-10-21
End: 2026-10-23
Location: Napa Valley Marriott Resort & Spa

Date ConfirmedVenue ConfirmedRegistration via OrganizerPartial Programme VerifiedPartially VerifiedUpdated 7 Oct 2026 Primary Source

October 21–23, 2026 · 3 days

Time TBA · UTC-7

Napa Valley Marriott Resort & Spa, Napa, United States

In-person

Tickets from $3,195 · Taxes and fees may apply

Family Office & Private Wealth Management Forum West 2026 banner

About This Event

Opal Group’s Family Office & Private Wealth Management Forum West brings family offices, investment managers and private wealth advisers together for education, panel discussions and professional networking. The programme explores private equity, venture capital, technology, alternative investments and impact investing, alongside portfolio diversification and long-term wealth preservation.

Family governance, trustee-beneficiary relationships and planning across generations are also central themes. Announced participant sessions address next-generation leadership, succession, philanthropy and legacy.

Bitnxt.io is officially listed as a media partner. Explore related conferences through the Bitnxt events directory, and follow Bitnxt crypto news for wider digital-finance coverage.

Agenda

Partial Programme Verified

Selected speaker-announced session details are available. Request the complete agenda from Opal Group.

Announced Programme Highlights

Dates, times, rooms and moderators are not publicly verified. These two titles keep their source wording and are not confirmed to be the same panel.

Next-Generation Family Leadership: Succession & Philanthropy Strategies to Drive Legacy. Announced panelist: Jason Ma (ThreeEQ).
The Next Generation of Family Leadership — Navigating Succession, Governance & Legacy. Announced speaker: Susan R. Schoenfeld (Wealth Legacy Advisors LLC).

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Verified Announced Speakers & Moderators

Announced

This list is partial and reflects participation announced publicly by the speakers' firms.

Jason Ma Announced

Founder, CEO and Chief Mentor · Panelist, ThreeEQ

Susan R. Schoenfeld Announced

Speaker, Wealth Legacy Advisors LLC

Topics & Themes

Other

Family OfficesPrivate WealthPrivate EquityVenture CapitalTechnologyAlternative InvestmentsImpact InvestingPortfolio DiversificationFamily GovernanceTrustee-Beneficiary RelationshipsSuccessionPhilanthropyGenerational Wealth

Sponsors & Partners

Venue Not Announced

Media Partners

AltsWire

Bitnxt.ioCIOInsightsCoinfeaCryptopolitanExecutive GlobalFamily Office MagazineSmartMoneyMatch

Frequently Asked Questions

Sources & Verification

Opal Group event page

Supports: Pricing, eligibility, accommodation, media partners, contact

opalgroup.net/finance/family-office-private-wealth-management-forum-west-2026Checked October 7, 2026

Opal Group announcement

Supports: Programme themes, dates and venue

www.linkedin.com/posts/opal-financial-group_opalgroup-opalgroupfopww-finance-activity-7484983223165575169-KW7EChecked October 7, 2026

ThreeEQ events

Supports: Jason Ma participation and session

threeeq.com/eventsChecked October 7, 2026

ThreeEQ people

Supports: Jason Ma title

threeeq.com/about/peopleChecked October 7, 2026

Wealth Legacy Advisors news

Supports: Susan R. Schoenfeld participation and session

wlallc.com/newsChecked October 7, 2026

Napa Valley Marriott

Supports: Property name, address, phone

www.marriott.com/en-us/hotels/sfonp-napa-valley-marriott-hotel-and-spa/overviewChecked October 7, 2026

Event Updates

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Tickets & Registration

Managers / Service Providers: published standard rate $3,195 (the organizer shows “$” without a currency code; currency not verified until checkout). Conditional complimentary access: non-discretionary consultants, true end-only family offices, endowments and foundations may qualify when allocating to third-party fund managers. End-only family offices require at least $100M investable AUM and cannot raise third-party capital for their own products/funds. Access requires organizer verification and approval; third-party solution/fund providers are excluded and previous approval may be reassessed. Onsite registration is at full price; eligibility and approvals must be finalized beforehand. Not a universally free event. Accommodation: published group-room rate $349 per night plus 15.24% taxes/fees, a published offer not a guarantee of availability; booking cutoff and cancellation terms are unverified. Use the “Book a room” link from the official event page. Hotel cost is separate from registration.