A working salon for family office principals.
October 5–7, 2026 · Park City, Utah · By Invitation
Why Now.
AI, sovereign fiscal stress, demographic inversion, and geopolitical realignment are not arriving sequentially. They are arriving together. For family offices managing capital across generations, the question is not whether these forces will matter — it is whether your institution is positioned to think clearly when they do. Convergence is built around that work.
Three Days. One Conversation.
October 5–7, 2026 · Park City, Utah
The April Convening
Monday, October 5 — The Welcome Dinner
An intimate dinner for arriving principals. The conversation begins here.
Tuesday, October 6 — The Salon
A principals-only working session capped at 60. No panels. No pitches. Complimentary by invitation.
Wednesday, October 7 — The Convening
A broader gathering of principals, researchers, and a small set of trusted partners. Capped at 120.
107 Verified principals and decision makers - April 2026, Camelot Estate, Utah
Family Offices from North America, Europe and Australia
5 - Generations of family office leadership in the room.
The Fall Convening should have family offices from the Americas, Europe, the Middle East and Asia
The Salon
Most family office events are organized around what sponsors want to sell. Convergence is organized around what principals need to think through.
Small rooms. A curated agenda. Researchers and practitioners together. Built for the work principals need to do but rarely get to do in a peer setting — pressure-testing portfolios, working through succession, comparing notes on emerging asset classes, finding co-investors they trust.
Convergence is designed around two equally intentional halves: the substantive sessions that leave principals inspired, informed, and educated — and the unhurried time around them where the friendships and family-to-family connections that matter actually form. Both are planned. Both are central.
What Family Offices Come to Do
01 — Pressure-test portfolio construction with peers operating at similar scale and time horizon.
02 — Work through succession and rising-generation integration with families who have already lived it.
03 — Compare notes on AI, infrastructure, private credit, and emerging asset classes — without a vendor in the conversation.
04 — Find co-investors you trust before committing capital together.
05 — Engage with research-grade thinking on investment committee behavior, intergenerational governance, and capital allocation under uncertainty.
06 — Get to know other family offices as people. The friendships and family-to-family connections that form here compound over years.
The Convening, Wednesday October 7
The Intellectual Program
Four working sessions. One sustained inquiry. No panels, no slides, no pitches. Every session produces a written conclusion distributed before you leave. Chatham House Rule throughout.
Session 1 - Morning Which disruptions don't revert?
Not all instability is the same. A thirty-year capital horizon cannot afford to treat permanent shifts as temporary ones. This session builds the analytical foundation for the day — separating what is cyclical from what is not, and why that distinction determines whether your current playbook still applies.
Session 3 - Afternoon The Decision Making Infrastructure Problem
Anchored by original research on investment committee behavioral failures. What rigorous family decision-making looks like when both the information environment and the committee dynamics are under pressure at once — and what families are actually doing about it.
Structure
Session 2 - Mid-Morning Capital Architecture for a Different World
If sovereign fiscal trajectories are structurally impaired, if monetary regimes are shifting, if capital flows are fragmenting across a multipolar order — what does that demand of families whose capital spans generations? Jurisdiction, asset structure, and liquidity for a world the standard models weren't built for.
Session 4 - Late Afternoon Preparing the next generation for structural discontinuity
The generation inheriting the capital is inheriting a world with structurally different properties than the one that built it. Treated here as an analytical problem, not a governance exercise. This session includes rising-generation family office members alongside principals — both generations working through the same questions at the same time.
Format — Chaired working sessions. Each produces a written conclusion.
Attendance — Capped at 120. Family office principals/CIOs at no charge.
Rule — No recording. No selling.
Who is in the room?
First generation through fifth. $100M to $10B+ AUM. The room is anchored by principals, joined by the managing directors and senior executives who run their offices.
Day 1 is capped at 60 principals. Day 2 at 120. The room stays this size on purpose.
The Researchers
PETR JOHANES
Anchor — facilitated dialogue
PhD, Stanford University · Empowering Prosperity Solutions · Flying from Europe
Raised in a family office himself, Petr understands from the inside what the research confirms from the outside: that most family office investment committees fail not from a lack of intelligence, but from identifiable behavioral and structural patterns that almost no one talks about honestly. A Stanford PhD at the intersection of AI, philosophy, and education — and a former analyst at the World Bank and investor at Khosla Ventures — he has spent years building a decision-making framework now being sought by digital platforms serving family offices across three continents. He is flying from Europe to join us in Park City.
Speaking on: "The behavioral architecture of investment failure — and what the research actually shows"
More speakers to be announced soon!
CHELSEA TOLER
Next-gen & intergenerational dialogue
Co-Founder & Co-CEO, Logictry · President, KFG Foundation · PhD
The questions Chelsea researches are the ones she grew up inside. As a second-generation family office member and doctoral researcher, she has spent a decade doing what almost no one else has: sitting with 2,000 rising-generation members across family wealth structures and asking what they actually think, want, and fear. Her work — currently expanding through collaborations with Cambridge University and the UK Parliament — reveals a gap between what families assume their next generation wants and what the research actually shows.
Speaking on: "What the next generation is not telling you"
What sponsors contribute in a no-sales event
Sponsors are invited to Convergence because their expertise belongs in the room. 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
Apply to Attend
Convergence is invitation-only. Family office principals, managing directors, and senior decision-makers may apply below. All applications are reviewed personally.
For Family Office Principals, if you attended in April, just your name and email and the days you would like to attend is enough to hold you place.