Overview
The Family Office Symposium 2026 brought together more than 425 single-family office executives and industry leaders for insightful conversations, shared perspectives, and meaningful connections – sparking fresh ideas and lasting relationships.
This year’s program explored a wide range of forward-looking topics, including tax and regulatory shifts, trends in family office dealmaking and structures, evolving philanthropic priorities, navigating fiduciary risks, estate planning under IRS scrutiny, and insights on AI’s growing impact on family offices.
The symposium program featured the following sessions:
- Walking the SEC tightrope: Preserving the family office exemption and unlocking new opportunities through registration
- When “grantor” status becomes the issue: Lessons from the field
- After the exemption: Advanced strategies for wealth transfer
- Trusts without borders: Trust mobility and cross-border considerations
- Fresh eyes in a world of Banksy and Van Gogh: Lessons from Christie’s
- AI: The new frontier – A fireside chat with David Haber of a16z
- AI with oversight: Governance and practical considerations for family offices
- The shifting landscape: Tax and regulatory developments
- “Cooking” in the Lender Management kitchen: Insights on family office structure
- Philanthropic trends: Politics, power, privacy, the planet . . . and permanence?
- What you don’t know can hurt you: Duties, liability, and risk management for executors and trustees
- It’s now or never: Planning for aging or terminally ill family members
- Estate plan war games: Planning for IRS scrutiny and threats