Family Office
International Private Bank: The Family Office Forum 2026
Family office advisors from across the globe came together for a day of thought-provoking conversations exploring the forces shaping family wealth. From shifting markets and geopolitics to AI, private capital, security and governance, the Forum brought together leading voices to share fresh perspectives on navigating complexity, identifying opportunity and preparing for what comes next.
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Panel sessions
Navigating Today’s Market
Karen Ward — EMEA Chief Market Strategist, J.P. Morgan Asset Management
Karen Ward offered a calm, practical filter for relentless headlines, urging investors to separate emotion from decision-making. She argued that geopolitical “chaos” had been a source of resilience because it drove spending—by governments and by companies—and that this spending supported growth and earnings even as it introduced volatility. She framed the bond market as the key disciplinarian in the system, determining who could fund that spending and at what price, and she ended by pushing international families to stress-test concentration and pay closer attention to currency exposure.
Signal vs Noise: Allocating Patient Capital in a Complex World
Maggie Fanari — Chief Executive Officer, J. Rothschild Capital Management Limited
Francisco Felix Rodriguez — Co-Founder and Chief Executive Officer, Canepa Global Managers
Philip Schlakman — Managing Partner, PSQ Capital
William Sinclair — Co-Chief Executive Officer, U.S. Private Bank; Global Co-Head of the Family Office Practice, J.P. Morgan Private Bank
Francisco Felix Rodriguez — Co-Founder and Chief Executive Officer, Canepa Global Managers
Philip Schlakman — Managing Partner, PSQ Capital
William Sinclair — Co-Chief Executive Officer, U.S. Private Bank; Global Co-Head of the Family Office Practice, J.P. Morgan Private Bank
Three different models of patient capital came into sharp relief: public-market diversification with downside discipline, a long-horizon GP/LP partnership strategy and a flexible multi-asset family investment office. Yet all converged on the same foundations: agility, culture and governance. As private-market deal flow becomes more crowded and the boundaries between public and private markets blur, credibility increasingly comes from being intentional, decisive and consistent with partners. Ultimately, the family offices built to last are investing in their operating model, from talent and succession planning to repeatable processes, with the same discipline they bring to their portfolios.
Volatility and Opportunity: What’s Moving, What Matters
Scott Hamilton — Global Co-Head of Sales & Research, J.P. Morgan
Pranav Thakur — Head of Global Markets, JPMorganChase Commercial & Investment Bank
Pranav Thakur — Head of Global Markets, JPMorganChase Commercial & Investment Bank
A fast-paced look beneath the market headlines, from energy shocks and inflation pass-through to central bank expectations and the growing importance of supply and demand in government bond markets. The conversation examined why equities had proved more resilient than expected, supported by healthy corporate balance sheets, meaningful buybacks and earnings momentum, particularly around AI. Rather than trying to predict every headline, the focus was on the forces that may matter more: positioning, flows and supply constraints, and how they could shape the next phase of volatility.
Founders at the Frontier: Scaling Europe’s Innovation
Alexandre LeBrun — Co-Founder and Chief Executive Officer, Advanced Machine Intelligence
Alexandre Mars — Founder and Chief Executive Officer, EPIC, blisce/, INFIИITE and Mission M
Uljan Sharka — Founder and Chief Executive Officer, Domyn
Lauren Clark — Head of IB PB Partnership for EMEA and APAC, J.P. Morgan
Alexandre Mars — Founder and Chief Executive Officer, EPIC, blisce/, INFIИITE and Mission M
Uljan Sharka — Founder and Chief Executive Officer, Domyn
Lauren Clark — Head of IB PB Partnership for EMEA and APAC, J.P. Morgan
Europe’s innovation opportunity came into focus through a conversation spanning the next frontier of AI, technological sovereignty and what it takes to build global champions. From the limits of today’s text-trained AI to emerging “world models” designed to understand physical environments and solve real industrial problems, the founders offered a glimpse of what could come next. They also reframed “sovereign AI” around ownership and control of models and data, while challenging the idea that Europe cannot scale global technology leaders. Their case: ambition, trust and long-term capital could become powerful advantages in an increasingly fragmented world.
Backing the Builders: The Evolution of Private Markets
Bennett Goodman — Executive Chairman, Hunter Point Capital
David Frame — Chief Executive Officer, Global Private Bank, J.P. Morgan
David Frame — Chief Executive Officer, Global Private Bank, J.P. Morgan
In conversation, the focus was less on “private markets as an allocation” and more on private markets as an operating model—specifically, investing in the management companies behind funds and helping them scale without breaking culture, process, or succession. Bennett Goodman shared the signals he watches to assess the health of a platform, from deployment and exits to fundraising, and why specialised mid-market managers with strong local presence can still sustain an edge. At its heart was a simple thesis: solving the real challenges of growth, including fundraising, institutionalisation and operational leverage, is where durable value can compound over time.
Reshaping the Global Order
Rt. Hon. Tony Blair — Executive Chairman, TBI; Former Prime Minister, United Kingdom of Great Britain and Northern Ireland
Derek Chollet — Head of Center for Geopolitics, JPMorganChase
Derek Chollet — Head of Center for Geopolitics, JPMorganChase
From the Middle East and Ukraine to European defence and economic competitiveness, the conversation mapped the geopolitical forces reshaping the investment environment. One challenge stood out: execution. Europe broadly knows what it needs to do, but coordination across nations remains difficult, even when the strategic direction is clear. The U.S.–China relationship emerged as the defining geopolitical reality of the century: competition may be unavoidable, but greater stability will depend on finding a pragmatic framework that also leaves room for cooperation.
The Unseen Threat: Protecting Family Wealth and Reputation in a Digital Age
Dale Buckner — Chief Executive Officer and President, Global Guardian
Dr. Jennifer Salter — Head of Global Intelligence, JPMorganChase
Ileana Van der Linde — Head of Cyber Advisory, J.P. Morgan Private Bank
Dr. Jennifer Salter — Head of Global Intelligence, JPMorganChase
Ileana Van der Linde — Head of Cyber Advisory, J.P. Morgan Private Bank
Cyber risk, physical security, intelligence and reputation are no longer separate concerns, but increasingly part of the same threat landscape. From the early indicators that can precede a crisis to deepfakes, AI-enabled impersonation and digital reconnaissance, the session showed how threats can develop long before they become physical. But the message was also practical: effective protection need not be disruptive. For families, a simple, rehearsed playbook and strong habits around verification and communication can make a meaningful difference.
In Conversation with Sir Paul Marshall
Sir Paul Marshall — Chief Investment Officer and Chairman, Marshall Wace
Henry Knapman — 23 Wall UK, J.P. Morgan Private Bank
Henry Knapman — 23 Wall UK, J.P. Morgan Private Bank
Performance, innovation and organisational culture came together in a conversation about how investment organisations evolve as they scale. Sir Paul argued that growth requires firms to become more deliberate about entrepreneurship and innovation, rather than allowing bureaucracy to take hold. AI, he suggested, could be transformational for investing, but unlocking its potential requires organisations to rethink workflows, incentives and skills, while retaining the experience and judgement needed to take a longer-term view. The enduring advantage may ultimately lie in combining the two: “man plus machine.”
The New High Ground: Building the Defence of Tomorrow
Will Coffield — Co-Founder and Managing Partner, Riot Ventures
Omar Pimentel — Director of Frontier Strategy, Type One Ventures
Clayton Erwin — Global Head of Investment, Sales & Trading, J.P. Morgan Private Bank
Omar Pimentel — Director of Frontier Strategy, Type One Ventures
Clayton Erwin — Global Head of Investment, Sales & Trading, J.P. Morgan Private Bank
This session showed why defence and space were increasingly being treated as the “new high ground,” where geopolitics, industrial capacity and frontier technology converged. It argued that the real opportunity set wasn’t just in headline platforms, but also in the supply chains and infrastructure that enabled modernization at scale. It also offered a grounded view of government as a customer—highly consequential, highly complex—and why “problem-first” thinking mattered when turning innovation into real deployment.
Beyond the Game: The Evolution of Sports Ownership
Jamie Reuben — Principal, Reuben Brothers
Mirwan Suwarso — President, Como 1907 and SENT Entertainment
Eric Menell — Global Head of Media and Communications Investment Banking, JPMorganChase Commercial & Investment Bank
Mirwan Suwarso — President, Como 1907 and SENT Entertainment
Eric Menell — Global Head of Media and Communications Investment Banking, JPMorganChase Commercial & Investment Bank
Sports ownership sits at a unique intersection of culture, governance and commercial opportunity, where value creation can come as much from professionalisation as from results on the field. The conversation explored how systems, data, merchandising and hospitality can drive growth while recognising that clubs ultimately remain rooted in community and emotion. Perhaps the most powerful idea was also the simplest: owners may hold the legal stake, but supporters hold the true mandate, making long-term credibility and stakeholder alignment as important as capital.
The Art of Storytelling in the Age of Distraction
Joe Russo — Founder & Director
Andrew L. Cohen — Executive Chairman, Global Private Bank; Global Chair, Investment Banking, J.P. Morgan
Andrew L. Cohen — Executive Chairman, Global Private Bank; Global Chair, Investment Banking, J.P. Morgan
In a world of fragmented attention, storytelling is increasingly both an art and an enterprise. Joe Russo reflected on how constraints early in his career forced creative reinvention, an instinct that later shaped an independent studio model built around ownership and innovation. Looking ahead, the conversation explored a more participatory future for entertainment, spanning virtual spaces, communities and creator tools, where the ability to move from idea to cultural impact with speed and authenticity could define the next era of media.
