This in-person event brings together family office leaders, investors, wealth managers and technology providers to examine the systems and tools shaping family office operations. The program will include panel discussions, case studies, fireside chats and technology demonstrations focused on the practical use of AI, automation, data integration, cybersecurity, bill pay, accounting, reporting and technology selection.
Sessions will also address the questions family offices face as they assess public, enterprise and private AI tools, strengthen data governance and determine how their existing systems can work together more effectively.
Who Should Attend
This event is intended for family office professionals, UHNW individuals, investors, wealth managers and advisors.
Location: BNY, 88 Murray Street, New York, NY 10007
Date: Monday, October 19, 2026
Time: 8:15 AM to 6 PM ET
UHNW Institute members receive a registration rate of $100.
For more information or to inquire about membership with The UHNW Institute, please contact us.