18-19
November
Florida, USA
November
Florida, USA
The 21st North American Family Office Forum
In person
The 21st North American Family Office Forum
18-19
November
Florida, USA
November
Florida, USA
2026
In person
Celebrating its 21st anniversary, the flagship Family Office Forum explores all facets of family office management, including operations, governance, succession planning, investment structuring, and tax considerations. Attendees will discuss best practices for recruiting and retaining staff, determining which functions to handle in-house versus outsourcing, and navigating transitions. This forum offers a unique space to learn, exchange ideas, and form connections that will support family offices across generations. We’ll address common challenges and proactive solutions to thrive into 2027 and beyond.
Each year we launch the next edition of the Global Family Office Report featuring hundreds of responses from ultra-high net worth families. You can request your copy of the 2026 report here.
Expect to learn
Gain access
to a highly exclusive global peer-to-peer network
Unlock strategies
for wealth preservation - build a resilient, long-term portfolio
Better understand
the breadth of impact your next generation can have on securing a stable future
4. Impact, responsible ownership
and sustainable investing are dominating the space - how should they be shaping your portfolio?
Meet and network
with some of the world’s foremost family offices and wealth holders
How to register
For questions about attending, contact Maryam Baig at maryambaig@campdenwealth.com.
Partners
Corporate members
Ascent Private Capital Management
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Ascent Private Capital Management
ASCENT
Ascent helps families like yours achieve great things by supporting your mission, vision and values as well as your financial objectives. We partner with you to make a positive impact on people you care about and the world around you. Our approach focuses on both the achievement of wealth and the possibilities it creates for your family by providing insights, tools and resources to advance your legacy goals. Since every family is unique, we tailor our work to your specific needs. We aim to be your family’s financial home, aligning your values and ambitions with investment strategy, tax implications, succession planning and other key areas. We place the client experience at the center of our service model, integrating traditional wealth management with innovative services. Ascent has been among the fastest-growing multifamily offices in the industry. Our belief is that financial decision-making should be supported by a shared family vision, strong governance and empowered rising leaders. To help ensure your wealth and purpose successfully transfer from one generation to the next, we offer comprehensive family office services including CFO services, wealth
strategy, philanthropic impact and legacy planning. Its parent, U.S. Bancorp, has more than 70,000 employees and $663 billion in assets as of Dec. 31, 2023 and is regularly recognized as one of the “most
admired” and “most ethical” companies in the financial services industry.
For more information, please contact:
Mya Beltran
Assistant Vice President | Communications Manager
Ascent Private Capital Management of U.S. Bank
Denver Tower
950 17th St, Denver, CO 80202
Phone: +1 720-288-1763
Email: mya.beltran@usbank.com
Website: www.ascent.usbank.com
MTM Advisory, Inc
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MTM Advisory, Inc
MTM360
MTM Advisory, Inc is a global family meeting facilitation firm that leverages our proprietary technology, along with our team of seventeen experienced facilitators, guiding families in preparing for and engaging in qualitative family meetings. MTM is not affiliated with any financial firm and our facilitators are not licensed to offer tax, legal, wealth management or any financial products eliminating any potential conflicts of interest.
Founded in 2007 to fill a need for UHNW families, we help families spark multi-generational communication by making it more accessible and easier for families to participate. We researched the industry and
found family meeting facilitation was too time intensive, cost intensive and lacked a clear client deliverable.
Our technology, More Than Money 360 (MTM360), is designed for busy, on- the- go and/or geographically dispersed families seeking to spark a multi-generational qualitative dialogue.
MTM Advisory, Inc has integrated decades of experience to help advisors and families maximize their positive qualitative impact. Our time-tested offerings are built upon the successful, multi-decade, “More
Than Money?” family meeting facilitation practices of our two founders. Our business model is quite simple: if you have an important meeting at work or Church, you prepare for it. Research clearly demonstrates
that multi-generation family meetings on core values, communication, legacy, philanthropy, gratitude, and governance are critical to multigenerational success.
For more information, please contact:
Shawn T. Barberis, J.D.
Founder & President
More Than Money 360 - MTM360
1340 Smith Avenue
Suite 200
Baltimore, MD 21209
Phone: +1 443-240-2416
Email: Shawn@MTM-360.com
Website: www.morethanmoney360.com
SQN Venture Partners, LLC
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SQN Venture Partners, LLC
SQN Venture Partners, LLC (SQN VP) is a venture debt firm established in January 2015 to provide limited partners access to the venture capital ecosystem and offer senior term loans and equipment financing to venture-backed, emerging technology companies. Leveraging decades of expertise, SQN VP focuses on structuring debt investments that extend funding runways for growth-stage companies.
The firm employs a risk-mitigated, credit-based investment strategy to generate income, protect principal, and offer potential capital appreciation. Its proprietary network of venture capital general partners, serial entrepreneurs, CFOs, consultants, and attorneys ensures a rigorous underwriting process.
In 2021, the founders assumed full ownership of SQN VP, building on the successful performance of its 2015 flagship fund. Today, SQN VP delivers reliable returns to investors while driving the growth of innovative technology companies.
For more information, please contact:
Ryan McCalley Managing Partner, Founder
Email: rmccalley@sqnvp.com
Timothy Robey, CAIA
Phone: +1 843-852-8768
Email: trobey@sqnvp.com
SQN Venture Partners, LLC.
320 Broad Street, Suite 250
Charleston South Carolina, 29401
Website: http://www.sqnvp.com
Ten31
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Ten31
Ten31 is the world’s leading investment platform exclusively focused on the bitcoin technology ecosystem, having deployed roughly $150 million across all verticals in the space since its founding in 2020. The Ten31 team combines 25 years of professional asset management experience – including tenures at CVC Capital Partners, Goldman Sachs, and Citadel – with over a decade of deep involvement in bitcoin to produce an unmatched portfolio that includes 35 of the premier companies in the industry. Since inception, Ten31 has served as lead investor in 90% of its capital deployment and as exclusive partner in 80%.
For more information, please contact:
Grant Gilliam
Co-founder and Managing Partner
Phone: +1 615-357-7171
Email: grant@ten31.vc
Jonathan Kirkwood
Co-founder and Managing Partner
Phone: +1 615-208-4327
Email: jonathan@ten31.vc
Website: https://ten31.vc/
Weekly bitcoin newsletter: https://www.ten31timestamp.com/
Forbes Books
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Forbes Books
At Forbes Books, our authors are more than published authors. They are Fellows of a global thought leadership community, leaders whose ideas shift perspectives, challenge convention, and light the way for the next generation of builders.
Our charge is simple: give these voices the platform they deserve.
For more information, please contact:
Michelle Prince
Executive Publisher
McKinney, TX
Phone: 214-674-5507
Email: mprince@forbesbooks.com
Website: books.forbes.com
Gates Foundation
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Gates Foundation
Guided by the belief that every life has equal value, the Gates Foundation works to help all people lead healthy, productive lives. In developing countries, they work with partners to create impactful solutions so that people can take charge of their futures and achieve their full potential. In the United States, the foundation aims to ensure that everyone — especially those with the fewest resources — has access to the opportunities needed to succeed in school and life.
The Philanthropic Partnerships team at the Gates Foundation works to accelerate more informed, intentional giving and drive support to the world’s most pressing challenges. This team partners with engaged philanthropists with the greatest capacity to give, most notably through hosting the Giving Pledge.
For more information, please contact:
Lauren Domino
Philanthropic Partnerships & Giving Pledge
Gates Foundation
500 5th Ave North
Seattle, WA 98109
Phone: +1 206-734-6670
Email: lauren.domino@gatesfoundation.org
Website: www.gatesfoundation.org
Little River Capital Partners (LRCP)
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Little River Capital Partners (LRCP)
Little River Capital Partners (LRCP) is an SEC-registered investment advisor headquartered in Greenwich, Connecticut. The firm manages two systematic strategies — an equity market-neutral strategy and a relative-value strategy in investment-grade credit — each designed to isolate strategy-specific alpha while neutralizing directional market exposure.
The firm pairs quantitative rigor with disciplined risk controls, emphasizing liquidity, transparency, and institutional-grade operations across portfolio construction, execution, and reporting. LRCP serves institutional allocators, registered investment advisors, and family offices seeking differentiated exposure to relative-value credit and equity strategies.
For more information, please contact:
John P. Tuohy
Co-Founder, CEO
Little River Capital Partners, LP
Greenwich, CT
Phone: +1 917-224-7259
Email: john@littlerivercapitalpartners.com
Website: www.littleriverinvest.com
Longevity Health
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Longevity Health
Longevity Health is the family office for your health. We are a physician-led practice that works with ultra-high-net-worth individuals. Some of our members are the most well-known names in business, sports, and entertainment. We’re boutique and
personalized. Today we work with roughly a hundred people, and people primarily come to us to avoid chronic disease and to focus on physical and cognitive health optimization
For more information, please contact:
Parth Parikh
Chief of Staff
Longevity Health
7612 Lazy River Cove
Austin, TX 78730
Phone: +1 904-316-8747
Email: parth@longevityhealth.clinic
Website: longevityhealth.clinic
Tikehau Investment Management
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Tikehau Investment Management
Tikehau Capital is a global alternative asset manager founded in 2004, managing €52.8bn of assets and supported by €3.1bn of shareholders’ equity. With 17 offices worldwide and a team of over 700 professionals, the firm provides innovative financing solutions across rivate credit, real assets, private equity and capital markets strategies. Founder‑led and majority‑owned by its management, Tikehau Capital is distinguished by strong alignment of interests, a disciplined investment approach, and a long‑term entrepreneurial vision. The firm is a pioneer in high‑conviction thematic strategies; including decarbonization, digital
infrastructure, aerospace & defense, and regenerative agriculture; and integrates sustainability at the core of all investment activities.
For more information, please contact:
Margaux Buridant
Managing Director l Head of Capital Formation
Phone: +1 917 225-9182
Email: mburidant@tikehaucapital.com
Tikehau Capital
9 W 57th St – 45th fl.
New York, NY 10019
Website: www.tikehaucapital.com
Supporting partners
Norton Rose Fulbright US LLP
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Norton Rose Fulbright US LLP
Professional Services Resource
Norton Rose Fulbright provides a full scope of legal services to the world’s preeminent corporations and financial institutions. The global law firm has more than 3,000 lawyers advising clients across locations in the United States, Europe, Canada, Latin America, Asia, Australia, Africa and the Middle East. With its global business principles of quality, unity and integrity, Norton Rose Fulbright is recognized for its client service in key industries, including financial institutions; energy, infrastructure and resources; technology; transport; life sciences and healthcare; and consumer markets. Norton Rose Fulbright Verein, a Swiss verein, helps coordinate the activities of Norton Rose Fulbright members but does not itself provide legal services to clients.
For more information, please contact:
Jayesh Patel
Partner-in-Charge, Los Angeles
Norton Rose Fulbright US LLP
555 South Flower Street
Forty-First Floor
Los Angeles, California 90071
Phone: +1 213-892-9360
Email: jayesh.patel@nortonrosefulbright.com
Website: www.nortonrosefulbright.com/en-us
The Comon Area
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The Comon Area
Cocktail Reception Partner
The Common Area is a boutique owners’ representation and project management firm serving families, family offices, and companies on complex commercial and residential projects across South Florida and the Northeast. Founded in 2018, the firm and its team of 14 act as the owner’s advocate and project lead from concept to occupancy. That means strategy, budgeting, procurement, contract negotiation, scheduling, permitting, construction oversight, and occupancy. What sets The Common Area apart is how it starts: by getting to know the people. The team learns how a family communicates and decides, then curates the architects, engineers, contractors, and subs who fit that family and each other. Trust, transparency, and intention guide every project, which is treated as an extension of the client’s core values. The Common Area’s family of companies also includes Mango
Management, offering fractional estate management, and Building Standard, a handyman service for estates, residences, and offices.
For more information, please contact:
Maureen Mascaro
Founder and Owners’ Representative
The Common Area
Miami, FL
Phone: +1 305-878-6868
Email: Maureen@thecommonarea.co
Website: www.thecommonarea.co
Royal Bank of Canada (RBC)
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Royal Bank of Canada (RBC)
Research Partner
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 105,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 19 million clients in Canada, the U.S. and 27 other countries. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities.
For more information, please contact:
Manju Jessa
Head, Family Offices and Strategic Clients
Enterprise Strategic Client Group
Royal Bank of Canada
Royal Bank Plaza, South Tower
200 Bay St, Suite 2300
Toronto, Ontario, M5J 2J5, Canada
Phone: +1 416-313-5817
Email: manju.jessa@rbc.com
Website: rbc.com/peopleandplanet
For more information on the upcoming meeting
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