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291st Single Family Office Summit: Values Alignment & Wealth Preservation
Group Video Call | 26th November 2026
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291st Single Family Office Summit: Values Alignment & Wealth Preservation
Family Office
About event

The Single Family Office Summit: "Values Alignment & Wealth Preservation" will take place on November 26th, 2026, bringing together an exclusive circle of over 30 single family office principals, heads, directors and trustees who are focused on the long term stewardship of multi generational wealth.



This private video call gathering offers a focused environment for family office leaders to discuss the essential balance between financial growth and the preservation of core family values. Participants will move beyond traditional asset allocation to examine the frameworks that keep a family’s mission intact across generations. From establishing clear governance structures to aligning investment portfolios with a family’s philanthropic or ethical legacy, this session is designed for those dedicated to protecting both capital and culture.



Participants will:

 

  • Explore strategies for integrating family values into modern asset management and impact portfolios
  • Discuss practical approaches to wealth preservation, including risk management and multi generational succession planning
  • Share perspectives on family governance, education for the next generation, and maintaining family unity during economic shifts
  • Engage in one to one meetings with peers to exchange confidential insights and foster trusted relationships


The Agenda:

 

  • Investors Introductions & Roundtable Discussion: A collaborative talk focused on the topic: "Beyond the Balance Sheet: How to ensure values alignment survives a generational transition in 2026." Insights into global innovation signals and the evolving demand of the institutional landscape.
  • A few selected investment opportunities.
  • Strategic Networking: One to one meetings designed for deeper conversations and high level follow up.


Event Details:

 

  • Every session serves as a premier venue for global collaboration among seasoned investors and opens a new circle of high calibre connections.
  • Date: November 25th, 2026
  • Format: Private Video Group Call Via Zoom
  • Duration: 3 Hours


Global Timing:

 

  • 8:00 AM – 11:00 AM California (PST)
  • 11:00 AM – 2:00 PM New York (EST)
  • 5:00 PM – 8:00 PM Zurich (CET)
  • 8:00 PM – 11:00 PM Dubai (GST)

Activity Schedule

20:00
Registration. Welcome Coffee
Checking the sound and video. After the registration, you can take part in an informal conversation with other registered participants. To make the meeting atmosphere easy and enjoyable for you, please take a cup of aromatic coffee with you to the monitor. Beautiful cups are welcome :-)
20:05
Introduction of Participants
A brief introduction of the participants in a relaxed and friendly atmosphere over a cup of coffee. Participants will also exchange their news on current events and industry insights.
21:00
Presentations
Founders of innovative projects are presenting to a group of investors.
21:30
1:1 Meetings
All participants will have the opportunity to conduct brief introductory meetings with each other in small groups of 3 people. We will arrange 3 rounds 25 minutes each. The aim of these meetings is to get acquainted, learn interesting facts about each other. These are not negotiations - the aim is to simply get to know each other.
22:55
End of the Day
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