Private Wealth Management Summit by Marcus Evans

The Private Wealth Management Summit 2026 will bring together senior private wealth investors, family offices, and innovative asset managers for a high-value, invitation-only forum. The event will take place 14 to 16 September 2026 at The Ritz-Carlton Dallas, Las Colinas, connecting investment leaders with insights and strategies shaping portfolio positioning in an increasingly complex global environment.

Request an invitation or learn more 

Key focus areas for 2026 include:

• Repositioning portfolios to navigate geopolitical risk, energy volatility, and global market disruption
• Deploying AI across the investment lifecycle to enhance deal sourcing, portfolio optimisation, and alpha generation
• Leveraging secondaries to unlock liquidity and capitalise on pricing inefficiencies in constrained exit environments
• Aligning governance and strategy to manage intergenerational wealth transfer and long-term capital continuity
• Exploring opportunities in private credit, private equity, and infrastructure linked to AI and energy demand
• Integrating tax strategy into portfolio construction to improve after-tax returns and capital efficiency

For private wealth investors and family offices, the summit serves as a strategic intelligence resource and peer-led forum for decision-makers responsible for long-term capital allocation. Through closed-door discussions and benchmarking, attendees gain insight into how leading investors are navigating uncertainty, evaluating opportunities, and strengthening portfolio resilience.

For asset managers and service providers, the summit offers a targeted platform to connect with senior investment decision-makers. Participating firms are carefully selected to ensure alignment with investor priorities, enabling focused discussions and the development of meaningful, long-term partnerships.

Attendees will benefit from keynote sessions, interactive roundtable discussions, and curated one-to-one meetings designed to deliver actionable insights across investment strategy, portfolio construction, and wealth preservation.

14-16 September 2026 
The Ritz-Carlton Dallas, Las Colinas, Dallas, TX

Request an invitation or learn more 

Or contact Leyana Daccache at leyanad@marcusevanscy.com