Share in conversation, connection and exclusive insights in an intimate Napa Valley setting as we meet for our annual RIA Summit. Together, we’ll continue to drive change and innovation across the wealth industry.
We hope you’ll join us.
About the Summit
The RIA Summit is our premier, invitation-only event for the RIA and multi-family office space. Held at the beautiful OneHope Winery in Napa, this year’s summit is designed to be more immersive than years prior. Building on last year’s conversations around AI, M&A and future-proofing your firm, we’ll continue to focus on what comes next for the industry, while creating space for meaningful engagement and connection.
The event begins with a welcome dinner on September 29, followed by sessions on September 30. We’re also introducing a new, curated experience, giving attendees the opportunity to step away from the traditional summit format and connect in a more relaxed setting.
Please note this event is invitation only. We are unable to accommodate additional guests. Attendance is limited to those who receive an invitation and RSVP below. We look forward to sharing this experience with you.
The details
September 29
Welcome Dinner at RO Lounge:
6-9 pm
September 30
RIA Summit at OneHope Winery
8:30 am-2 pm
Wine country experience
2-5 pm
Happy hour
5-6 pm
Experiences
Choose the wine country experience that most interests you:
The science of the blind tasting workshop - Learn how to identify characteristics that let you discern age, region and grape varietal in a side-by-side comparison of current and library wines.
Falconry workshop - Step into the world of birds of prey at West Coast Falconry’s Raptor Meet and Greet experience. This class offers a rare chance to witness the incredible beauty and power of raptors, including hawks, falcons and owls.
Cooking class - Join us for an interactive cooking experience with OneHope’s chef, who will guide you through a delicious meal.
Accommodations
We have reserved a room block at Estate Yountville that you are welcome to book for your lodging.
If you prefer not to stay at Estate Yountville, below is a list of recommended hotels near the venue:
Transportation between Estate Yountville and OneHope Winery will be provided. More details to come.
RSVP for the RIA Summit
September 29-30, 2026 | Napa, California
Thank you for RSVPing to the RIA Summit.
We look forward to seeing you in Napa.