Family Office Cross-Border Investment Forum

The Family Office Cross-Border Investment Forum brought together family office principals, private investors, entrepreneurs and global business leaders in New York City for two days of trusted dialogue, relationship-building and cross-border engagement.

Presented in partnership with Bernstein Private Wealth, the Forum opened on June 23rd with a Private Family Office Dinner with special guest NFL Hall of Famer Jerry Rice. Followed by our Forum day on June 24th. A curated day of discussions and engagement at Bernstein Private Wealth’s headquarters in Hudson Yards.

The Forum connected senior decision makers and global investors around sector-specific opportunities where capital, technology and strategic priorities intersect. Creating pathways for partnership, market entry and sustained international growth.

Discussions explored a range of strategic priority sectors, including artificial intelligence and advanced computing; semiconductors, quantum technologies and next-generation computing; cloud and data infrastructure; cybersecurity; financial technologies and digital assets; critical infrastructure and resilient supply chains; real estate and hospitality; industrial partnerships and strategic co-development; energy and next-generation infrastructure; technology and venture capital; safety, security and defense technologies; and space and aerospace.

Throughout the gathering, participants exchanged perspectives on global capital, private markets, innovation, leadership and emerging markets, while identifying opportunities for long-term international collaboration. The private, invitation-led format created an environment for candid conversation and meaningful connection, reflecting a shared belief that enduring relationships are the foundation of exceptional opportunities.