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Family Office Roundtable 2026 - $124 Trillion Wealth Transfer, AI, & Private Markets

In this Family Office Roundtable, Ron and Wendy discuss the massive $124 trillion wealth transfer from baby boomers to the next generation and how family offices are adapting. They focus on AI’s disruptive role, highlighting platforms like Opto that can filter deals in seconds and replace costly analysts, while emphasizing that human judgment remains essential. The conversation also covers shifting portfolio allocations toward private markets, longer private‑company holding periods, and a growing emphasis on after‑tax returns. Throughout, they stress the need to involve the next generation in wealth stewardship and the evolving competitive landscape for family offices.