Convergence Family Office Salon
Where family office principals think together
About Convergence
Convergence is a curated gathering of family office principals, senior decision-makers, researchers, and selected leaders from the wider family office world. It was built on a simple idea: the most useful conversations at this scale happen when serious people have time, trust, and a setting that invites candor.
Each Convergence pairs a private, principals-focused salon with a broader convening. Families come to compare notes on investment decisions, geopolitical risk, succession, and the responsibilities that come with long-term wealth, and to build relationships without the pressure of conventional conference networking. There is no pitching from the stage. Participation is limited to family offices and high-net-worth families, and the attendee list stays private.
107
Verified principals, April 2026, from three continents
Nearly 80
Family offices in Park City, October 2026, representing approximately $300 billion in assets
5+
Generations of family wealth, April 2026
In October, families joined from the United States, Canada, Europe, Hong Kong, and Abu Dhabi. In the days afterward, participants shared news of hiring decisions, consulting engagements, advisory and board opportunities, and investment discussions that began at Convergence.
What Families are Saying
“Rarely have I felt as relaxed and at home surrounded by strangers, especially in a conference environment. That’s certainly a testament to the people you brought together and the environment you created.”
“It was one of the best I have ever attended”
“.. the opportunity to listen to the content and meet so many great people. Very fun and productive.”
“What a special room you put together. ... The caliber of people you brought together was remarkable, and I can’t thank you enough”
“You have done an amazing job building a beautiful, authentic community!”
“An amazing group of genuine, smart and inquisitive people looking to help each other succeed”
Highlights from Park City
October 2026
The Research
Robert (Bobby) A. Stover Jr., Executive Director of the Family Office Initiative at the University of Chicago Booth School of Business, presented third-party research on where family capital stands as 2026 closes. Among the data points: only 35% of surveyed family offices have a defined succession plan (UBS), and 64% name geopolitics as their leading risk (J.P. Morgan Private Bank). Sixty percent plan changes to strategic asset allocation (UBS), and while 65% prioritize AI, growth equity and venture capital average just 3.3% of portfolios (J.P. Morgan). These figures come from separate surveys and are not findings from Convergence attendees.
The Next Generation
A session with Alex Bean, founder of Factory for Good, took on parenting, family dynamics, and how to give younger members a voice and real independence within substantial family wealth.
The World and the Portfolio
Sessions examined geopolitics, capital allocation, and how to think clearly when the news cycle is loud. Speakers included Jas Johl of the Oxford Internet Institute and Michael Murdoch of Goldman Sachs.
Working sessions. Tuesday’s principals-only Salon ran five chaired working sessions on subjects including investment decision-making, cybersecurity, sports as an asset class, and purpose and legacy. Speakers included Petr Johanes, former Stanford lecturer; Jeremiah Baker, author of Confessions of a Hacker; and Alex Bean.
Resilience, from people who have lived it
A panel of current and former professional athletes, including world champions and Olympic gold medalists, spoke about setbacks, identity, faith, family, and life after elite competition.
In the Press
Coverage and announcements from Convergence
Convergence Press Release, October 2026
Fall 2026 gathering brings family office leaders together for a closed-door summit on capital, decision-making, succession and a changing investment environment
PARK CITY, UT / ACCESS Newswire / September 1, 2026 / Convergence Family Office Salon returns to Park City, Utah, October 5-7, 2026, bringing family office principals, senior decision-makers and select researchers together for three days of candid discussion on the issues shaping long-horizon capital.
Convergence was built on a simple observation: family office principals have no shortage of conferences to attend, but few chances to work through hard questions with peers in a room where no one is selling anything.
"Families are making long-term decisions in an environment where some of the assumptions they've relied on for years are changing," said Richard Swart, PhD, Producer of Convergence Family Office Salon. "The value of Convergence is getting the right people into a room where they can compare notes honestly, challenge their own thinking and spend enough time together to build real relationships."
The gathering opens Monday, October 5, with a small welcome dinner. On Tuesday, October 6, The Salon brings 60 family office principals and senior decision-makers to a private estate outside Park City for a closed-door, unscripted, unrecorded session on portfolio construction, succession, co-investment and family office decision-making.
On Wednesday, October 7, The Convening expands to a maximum of 120 participants for four chaired working sessions under Chatham House Rule, each built around a specific question and expected to produce a written conclusion:
Which disruptions don't revert?
Capital architecture for a different world
The decision-making infrastructure problem
Preparing the next generation for structural discontinuity
Two researchers with direct family office backgrounds will anchor the Fall program. Petr Johanes, PhD, of Empowering Prosperity Solutions and a former Stanford lecturer, will lead the session on decision-making infrastructure, drawing on his research into the behavioral and structural failures affecting family office investment committees. Chelsea Toler, PhD, Co-Founder of Logictry and President of the KFG Foundation, will anchor the program's rising-generation leadership work, informed by interviews with more than 2,000 rising-generation members and bringing 10 to 20 rising-generation participants into the gathering.
Additional researchers, practitioners and participants will be announced ahead of the October gathering.
For more information, please visit www.convergencefosalon.com.
ABOUT CONVERGENCE FAMILY OFFICE SALON
Convergence Family Office Salon is a curated gathering for family office principals and senior decision-makers. Its programs combine closed-door peer discussion, original research and intentionally unstructured relationship-building around the questions affecting long-term family capital.
For invitation requests and additional information, visit Convergence Family Office Salon.
MEDIA CONTACT:
Janie Mackenzie
Ascendant Group, VP of Public Relations
janiemack@ascendantgroupbranding.com
856.473.2166
SOURCE: Convergence Family Office
What sponsors contribute in a no-sales event
Sponsors are invited to Convergence because they can contribute to the event and help the family offices. Each sponsor brings deep domain knowledge that principals actively want — on legal structure, wealth advisory, technology and AI infrastructure, hospitality, and other specialized fields.
The format is built to make that expertise useful: small-group conversations, hosted dinners, intellectual contribution into specific sessions, and the kind of relaxed setting where genuine relationships form.
Sponsors who show up to sell find the room unreceptive. Sponsors who show up to contribute find it unusually valuable. The no-selling rule applies to everyone, without exception.
Sponsorship inquiries: sponsors@convergencefosalon.com
Sponsors
Request an Invitation to Convergence 2027
Convergence is invitation-only, and we keep each gathering small on purpose. Tell us a little about yourself and your family office. We review every request, and invitations go first to those on this list when dates and cities are announced in November. Submitting a request does not guarantee an invitation.
Your information is private. We use it only to manage Convergence invitations and never share it