SEPTEMBER 16-18, 2026 | Hotel Crescent Court, Dallas, TX

ALIGN brings together family office leaders and the family members they serve to ensure the effectiveness of the family office now and for future generations.

"This conference is perfect for family office executives. This type of information and engagement is not readily available to our profession." 
— ALIGN 2025 attendee

Culture, Connection and the Family Office

As families grow more complex, culture becomes the connective tissue linking governance, investing, philanthropy and education. Family offices play a crucial role in translating shared values, identity and purpose into decisions that endure across generations. This conference explores how family offices and the families they serve can design systems that preserve who they are while enabling what comes next.

Session Highlights:

• Family Office as Cultural Architect: Embedding Values, Identity & Shared Purpose Across Generations
• Stewardship, Not Spending: Helping Families Make Long-Term Decisions in a Short-Term World
• Real Returns: Crafting Family-Uniting Investments From Passion Projects to Purpose-Driven Ventures
• The Family Office's Role in NextGen Education
• Managing Growing Complexity in a Maturing Family Office
• Strategic Succession Planning for the Modern Family Office

WHO SHOULD ATTEND

• Family office executives
• Family business owners/shareholders who have an embedded family office, single-family office or participate in a multi-family office
• Family trust or family foundation executives
• Family businesses that are interested in learning more about family offices

Why ALIGN?

Speakers from family offices: Our focus is on speakers from family offices and family enterprises, who share real-world challenges and practical solutions.

Intimate, open environment: Limited attendance, and a private "safe harbor" environment in which to openly share challenges and opportunities with other families and family offices.

Collaborative discussions: Opportunities to work through family office issues via guided discussions.

No-sell environment: Conference sponsors understand and commit to participating as thought leaders and experts, and are restricted from actively selling their products and services.

Peer groups:  Attendees get the opportunity to engage in small working groups with an industry expert facilitating the session.

Networking with other family offices: Hosted networking, opening reception, pre-assigned seating and workshops are all designed to allow you to meet as many family office and family enterprise attendees as possible.

Family focus: Brought to you by family-owned Family Business Magazine. We use family-owned or family-controlled hotels, transportation services, restaurants and service providers whenever possible. We believe in, and invest in, America's family businesses.

OUR SPONSORS

Interested in sponsorship opportunities? Contact David Shaw

Questions? Please contact Alyssa Penecale at 215-405-6063