Digital buyer journeys
What digital buyer journeys means for buyers and exhibitors in this sector.
Event overview
Overview
The USA Family Office Conference 2026, hosted by the Global Family Office Community, will take place on November 12 in Beverly Hills. This exclusive event will bring together over 100 family office members for a full day of networking, discussions, and presentations tailored to the needs of family offices.
Participants will have the opportunity to engage with leading experts and peers, sharing insights and strategies relevant to their unique challenges. USA Family Office Conference 2026 takes.
TL;DR
- 1Dates and Venue: The USA Family Office Conference 2026 will take place on November 12, 2026, in Beverly Hills, USA.
- 2Scale and Focus: This event will gather over 100 family office members for a day of networking and knowledge sharing.
- 3Organiser: Hosted by the Global Family Office Community, dedicated to family offices worldwide.
- 4Buyer Authority: Attendance is exclusive to Single Family Offices and their family members.
- 5Entry: Attendance is subject to approval, ensuring a focused and relevant audience.
Why visit
Attending the USA Family Office Conference provides a unique opportunity to network with peers and industry experts. Gain insights into global trends affecting family offices and share knowledge with like-minded individuals. This event is designed specifically for family offices, ensuring that discussions are relevant and valuable.
Why exhibit
Exhibiting at the USA Family Office Conference allows you to connect directly with decision-makers from family offices. Showcase your services and solutions tailored to the needs of high-net-worth families. This is an opportunity to build relationships and enhance visibility within a focused audience.
Attendees, exhibitors & solutions
Who this event is for
Visitor profile
Typical attendee groups you can expect to meet.
Principals, family members, and next-generation representatives of single family offices
Family office executives in CEO, CIO, COO, and operations roles
Multi-family office and registered investment adviser leaders serving private families
Ultra-high-net-worth families evaluating governance, succession, and wealth-transfer structures
Legal, tax, trust, and fiduciary advisers who support family office clients
Family office investment staff and direct-investing or co-investment principals
Philanthropic and foundation leads within family enterprises
Exhibitor profile
Main supplier and exhibitor segments present at the show.
Investment managers, fund advisers, and alternative-asset platforms serving family office portfolios
Trust, estate, tax, and cross-border structuring advisory firms
Family office software, reporting, and data-consolidation providers
Insurance, risk-transfer, and specialty coverage brokers for high-net-worth families
Family governance, succession-planning, and philanthropic advisory practices
Cybersecurity, privacy, and reputational-risk consultancies
Recruitment and talent firms placing family office executives and investment staff
Real asset, private credit, and co-investment platforms
Product categories
Key solution areas showcased across the event.
Investment advisory, manager selection, and portfolio construction for family balance sheets
Alternative investments including private equity, private credit, real assets, and hedge funds
Trust and estate planning, fiduciary administration, and private trust company services
Tax compliance, cross-border structuring, and reporting for family entities
Family governance, succession planning, and next-generation education
Consolidated wealth reporting, accounting, and family office software
Insurance, risk transfer, and asset-protection solutions
Philanthropic advisory, foundation administration, and impact investing
Cybersecurity, data privacy, and reputational-risk management
Executive search and compensation advisory for family office teams
Location & Facilities
Venue
TBA
Beverly Hills, United States
Facilities
Parking
TBA in Beverly Hills typically provides on-site or adjacent visitor parking during major trade fairs; confirm daily rates, payment methods and hall access on the organiser or venue website before travel.
Food options
On-site catering
On-site diningParking: TBA in Beverly Hills typically provides on-site or adjacent visitor parking during major trade fairs; confirm daily rates, payment methods and hall access on the organiser or venue website before travel.
Gate: Follow organiser signage to the main visitor entrance at TBA for badge collection; allow extra time for security screening during peak morning arrival.
Attend
Entry & tickets
Ticket info
Ticket notes
Attendance is subject to approval and may require a fee.
Intelligence
Market context
Key market insights, trends, news and related events to help you understand the bigger picture.
Beverly Hills, United States
Why it matters
Attending the USA Family Office Conference provides a unique opportunity to network with peers and industry experts. Gain insights into global trends affecting family offices and share knowledge with like-minded individuals.
Industry trends
Key trends shaping this market and its wider industry.
Sustainability in procurement
What sustainability in procurement means for buyers and exhibitors in this sector.
Automation and labour efficiency
What automation and labour efficiency means for buyers and exhibitors in this sector.
Regional supply-chain resilience
What regional supply-chain resilience means for buyers and exhibitors in this sector.
Hybrid engagement models
What hybrid engagement models means for buyers and exhibitors in this sector.
Plan your trip
Travel & logistics
Local currency · USD
Hotel tiers
A range of accommodation options near the venue and across key areas.
SLS Hotel, a Luxury Collection Hotel, Beverly Hills
luxury
Beverly Hills4.3
Avalon Hotel Beverly Hills, a Member of Design Hotels
upscale
Beverly Hills4.1
Burton House, Beverly Hills, A Tribute Portfolio Hotel
midscale
Beverly Hills4.2
Courtyard by Marriott Los Angeles Century City/Beverly Hills
midscale
Century City / Beverly Hills edge4.1
Holiday Inn Express West Los Angeles-Santa Monica by IHG
budget
West Los Angeles toward Santa Monica4.6
Local transport
Get around the city with these convenient transport options.
LA Metro bus and rail
Estimated costUSD 2.50-6 single metro/light-rail journey (contactless)
Best forMetro bus routes and rail connections serve Beverly Hills with onward bus or walk links; see metro.net trip planner
Metro fares and routes change; verify on metro.net before travel.
Rideshare / taxi
Estimated costUSD 35–75 taxi or rideshare to the venue district
Best forDoor-to-door within Beverly Hills and to Century City or West Los Angeles hotels
Surge pricing applies during peak hours and event days.
Car / rental
Estimated costUSD 18-35 daily venue parking
Best forSelf-drive with public parking structures in Beverly Hills
City of Beverly Hills public parking structures list current rates; traffic is heavy at peak.
taxi
Estimated costApprox. USD taxi/rideshare from LAX to venue (estimate; confirm before travel)
Best forLos Angeles International Airport (LAX) to TBA
taxi
Estimated costApprox. USD taxi/rideshare from BUR to venue (estimate; confirm before travel)
Best forHollywood Burbank Airport (BUR) to TBA
Weather
November is typically mild and mostly dry in Beverly Hills, with daytime temperatures around 18-23 C (65-73 F) and cooler evenings near 12-14 C (54-57 F). Rain is possible but not the dominant pattern; check a short-range forecast before travel and pack a light layer for air-conditioned venues.
Plan for the climate
Check temperatures and pack accordingly
Venue connectivity
Confirm mobile roaming or a local SIM for business visitors to the United States.
Ride-hailing
Taxis
Public transit
Car rentals
Cultural notes
Useful information to help you have a smooth and respectful visit.
Business dress
Business casual is standard for daytime conference sessions in Beverly Hills; smart-casual is safer for evening receptions and upscale restaurants.
Tipping
US norms apply: 20% at full-service restaurants, and a few dollars for valet, housekeeping, and bell staff.
Arrival and traffic
Arrive early on the first day for badge pickup; Los Angeles traffic can make short distances unpredictable, so allow buffer time.
Meeting etiquette
Punctuality matters. Confirm hosted meetings in advance and keep introductions concise; family office conversations often value discretion over hard selling.
Privacy and photos
Ask before photographing people or private meeting areas; many family office attendees expect confidential handling of names and mandates.
Practical guides
Visitor & Exhibitor Essentials
Everything needed to arrive prepared, navigate the event, and make the visit productive.
Flights
Compare flights to the nearest international gateway serving Beverly Hills; confirm ground transport on the organiser site.
Transport
Get to the venue and around the city with these options.
Airport → venue: Use the nearest international airport serving Beverly Hills; Metro, train or taxi links are typically available to the venue district.
Hotel → venue: Precinct hotels near TBA: Beverly Hills: SLS Hotel, a Luxury Collection Hotel, Beverly Hills; Beverly Hills: Avalon Hotel Beverly Hills, a Member of Design Hotels; Beverly Hills: Burton House, Beverly Hills, A Tribute Portfolio Hotel.
Ride-hail: Ride-hailing apps are commonly used in Beverly Hills; confirm local availability before travel.
Public transit: Beverly Hills is served by LA Metro bus routes and rail links with onward bus or walk connections, plus local city transit. Use the metro.net trip planner or the City of Beverly Hills transit page to plot routes from your hotel; allow buffer time for LA traffic.
Parking: On-site parking is available at TBA; confirm daily rates and hall access on the organiser or venue site.
Weather
Plan and pack for the event climate.
Month: November 2026
Temperature: Daytime approx. 18-23 C (65-73 F); evenings approx. 12-14 C (54-57 F).
Seasonality: November falls in the cooler, mostly dry season; occasional rain is possible, so check a short-range forecast and carry a compact umbrella.
Packing: Daytime approx. 18-23 C (65-73 F); evenings approx. 12-14 C (54-57 F). November falls in the cooler, mostly dry season; occasional rain is possible, so check a short-range forecast and carry a compact umbrella. November is typically mild and mostly dry in Beverly Hills, with daytime temperatures aro
Plan your trip
Planning
Best day to visit: Day 2 (mid-show)
Mid-show days at USA Family Office Conference 2026 usually combine full exhibitor attendance with scheduled B2B meetings, before early pack-down on the final day.
T-1
Confirm the conference schedule, venue, and registration approval on usafamilyofficeconference.com; family office events may require qualification before badges are issued.
T-2
Book a refundable hotel in Beverly Hills or Century City and note the cancellation window.
T-3
Map arrival from LAX or BUR and pre-book a transfer or rideshare if you land during peak traffic.
T-4
Check ESTA or visa status for US entry and carry a passport valid for the trip.
T-5
Download the programme and mark sessions on governance, investment strategy, tax, and succession that fit your mandate.
T-6
Prepare a one-page family office profile or mandate summary for introductions, without confidential client details.
T-7
Request meetings through the organiser's app or concierge if one is provided; avoid relying on on-site walk-ups.
T-8
Review attendee or sponsor lists for service providers you want to vet, and set three to five priority conversations.
T-9
Plan business-casual or smart-casual attire suitable for Beverly Hills venues.
T-10
Arrange coverage for time-sensitive family office decisions while you are travelling.
T-11
Set a follow-up schedule for the week after the conference and assign notes to your CRM.
T-12
Allow extra time each morning for registration, security, and LA traffic between hotels and the venue.
T-13
Confirm parking or rideshare drop-off details if you are driving to the venue district.
T-14
Pack chargers, business cards, and a notebook for private meetings; many family office conversations stay off the record.
Sample visitor itinerary
Route-optimised day
Day 1 · morning
Registration and hall orientation at TBA
Day 2 · core sessions
Supplier meetings and product demos
Day 3 · wrap-up
Final negotiations and follow-up
Networking spots
2USA Family Office Conference 2026 registration concourse
TBA
Central meeting point before and between hall appointments during show days.
Organiser B2B lounge (if offered)
TBA
Hosted matchmaking and buyer programmes when published by the organiser.
Budget
Costs & budget
Build your working budget
Adjust the inputs below to create a directional event budget.
Estimated budget
Live estimate
- Hotel × 2 nights$230.00
- Per diem × 2$150.00
Estimated total$380.00
This is a directional estimate. Please verify live rates before booking.
Decision
Visit, exhibit, or skip?
Should you go?
Use this quick check to decide whether USA Family Office Conference 2026 fits your visit, exhibit or skip plan.
QUESTION 1 OF 6
For USA Family Office Conference 2026, what is your primary role on the show floor?
Decision matrix
Compare participation options side by side to choose the best fit for your objectives.
visit
Your category focus and target suppliers align with the official exhibitor profile.
Best for
Buyers, engineers, and delegates sourcing Wealth management services tailored for family offices. solutions and benchmarking suppliers at USA Family Office Conference 2026 in Beverly Hills.
Min. budget
$500.00
Timeline
4-8 weeks before opening day for registration, hotels, and travel.
Risks
Session times and ticket tiers may change - confirm the official agenda before booking.
exhibit
You have a defined lead-generation or distributor recruitment goal for this market.
Best for
Brands and manufacturers launching Wealth management services tailored for family offices. products who need qualified meetings with the event's trade audience.
Min. budget
$2,250.00
Timeline
3-6 months for stand booking, freight, staffing, and pre-show marketing.
Risks
Booth pricing and corner premiums vary by hall - confirm with the organiser sales team.
skip
Audience, geography, or commercial goals do not justify travel and stand costs this cycle.
Best for
Teams with weak category fit, budget constraints, or overlapping commitments during the Beverly Hills show week.
Timeline
N/A
Risks
Skipping may mean missing buyer meetings if competitors exhibit or attend the same week.
FAQs & glossary
Answers
Frequently asked
Glossary
- Single Family Office (SFO)
- A private office that serves one family's investment, administrative, and governance needs.
- Multi-Family Office (MFO)
- A firm that provides family office services to several unrelated families, often with shared investment and reporting infrastructure.
- Family Office
- A dedicated team or entity that manages a family's financial affairs, governance, and service providers.
- Assets Under Management (AUM)
- The total market value of assets a family office or adviser oversees for clients.
- Fiduciary
- A standard requiring an adviser to act in the client's best interest; family offices often use fiduciary advisers for trust and investment work.
- Private Trust Company (PTC)
- A trust company owned or controlled by a family to provide trustee services across family trusts.
- Co-Investment
- A direct investment made alongside a fund or sponsor, often used by family offices to increase control and reduce fees.
- Direct Investing
- Purchasing assets or companies directly rather than through pooled funds; common in family office portfolios.
- Succession Planning
- Preparing for leadership, ownership, and wealth transfer from one generation to the next.
- Family Governance
- The policies, councils, and communication practices a family uses to make decisions and manage shared wealth.
- Wealth Transfer
- Moving assets between generations or to philanthropic vehicles through estate, trust, and tax planning.
- Impact Investing
- Investing for measurable social or environmental outcomes alongside financial return.
1
2
3
4
5
6
7
8
9
10
11
12
Also known as
Alternate names and search phrases for this event.
- USA Family Office Conference 2026 Beverly Hills
- USA Family Office Conference Beverly Hills 2026
- Beverly Hills United States
- Wealth management services tailored for family offices.
- Wealth management services tailored for family offices
- Investment strategies and advisory services
- Risk management solutions for family enterprises
- Tax and legal consulting for family offices
- Conference Conference Beverly Hills
- digital transformation expo
1 more alternate names hidden
Digital business cards for the show floor
Display a free company card at your booth, or share your professional card on the show floor.