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Family Office Forum - Advanced Technology Consultants Office Forum Dolder... · 2018-06-11 ·...
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Overview Page 2Speakers Page 3Programme Conference (Day 1) Page 4-5Programme Conference (Day 2) Page 6-7Participants Page 8Preview Page 9Registration Page 10
Family Office Forum3 - 4 November 2015, Zurich
Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0
Join us when over 160 English-speaking Family Officesfrom all over the world meet under one roof!Case Studies, Key Notes, Panel Discussions and Networking:
Learn from Family Offices and Genuine ExpertsHow to improve and optimise your operations and ease yourworkload with new tools and know-how plus best practice
Improve your operational businessExchange ideas with many other Family Offices on practical topicssuch as performance measurement or Family Governance
Liquid and Illiquid Asset Classes – keep your finger on the pulseHear from other Family Offices and experts how they manageasset allocation, portfolios and assets such as Alternatives
www.prestelandpartner.com
John KimManaging Partner
Amasia
Rakesh ChandChairman
Kaura Foundation
HRH Princess Dr. Nisreen BintMohammed Bin King Faisal I
Bin El-Sharif Hussein El-Hashemite
Benedict GötteOwner
Compass Capital AG
Steve Balaban, CFA Private Equity Expert, Faculty
University of Waterloo
Deniz MisirManaging Director
V22
Partners
Join us when 160+Principals, Family Offices
and CIO meet!
Thomas KingreenInvestment Director
PPF a.s.
Gordon OmmenPrincipal
BirdDog Capital (SFO)
Michael von StummInvestments and
philanthropic advisorKurt A. Engelhorn (SFO)
Dr. Katharina SommerrockLGT Venture Philanthropy
Eric LohrerPartner, Single Family Office
Loreda Holding
Dr. Stephan E. Knobloch Principal
SEAK (SFO)
Prof. Dr. Dr. Peter Sester
University St. Gallen and Advisor, Single
Family Office
Caroline Curtis Dolby Psychotherapist
Dr Antoinette SarasinGianduzzo
Free Entryfor genuine*
Family Offices
Luciana De LimaSocial EntrepreneurshipInitiative & Foundation
seif
* Our definition of a genuine Principal or Family Office is at least USD 150 million of assets (usually it ismuch more), these assets are from only one or few families / wealth owners, and the Family Office isworking for one or few (not as a solution provider to many 3rd parties).
Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0
Family Office ForumZurich, 3 - 4 November 2015
Overview
02
Hands down the bestFO event ever!Steffi Claiden, Family Office Review
Ratio of Investors /Providers was very good Philipp von Königsmarck,Fidelity
Terrific networkingopportunity!Fabian Rauber, LombardOdier & Cie
Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0 03
On stage: 80 Family Offices and experts share their knowledge - among them are:
Family Office ForumZurich, 3 - 4 November 2015
Speakers
By far the finest familyoffice conference I haveever attendedOzi Amanat, SFO
The large number ofprincipals was especiallyimpressive Heiner Weber, SFO
Great success!Interesting and arewarding exchangeStephan Gerwert, Rigi Family Office
Made excellent newcontacts which I willfollow-up onMichael Hamke, SFO
Surpassed all myexpectations! Excellentnetworking opportunitiesIda Beerhalter, MFO
The Family Office Forum Zurich is the annual meeting of morethan 160 Family Offices from all over the world, a truly global andinternational gathering of genuine Family Offices held in English:
How does it work? The global Family Office Forum hasa very different formula from other events:
• More genuine* Family Officers than service providers in the audience, and as stage speakers – by Family Offices, for Family Offices.
• Topics are relevant to Family Offices; the Forum is not a sales show and presentations are not about products.
• Only selected Partners/Sponsors who clearly add value may participate. This creates a win/win situation: Family Offices only hear about their interests, and Sponsors/Partners do find that specific interest within their own audience.
The Conference is a networking event with all-day-long networking, plus 5 parallel streams to choose from. See the programme overview – with allpresentations and panel discussions – on the next pages!
The Family Office Forum Zurich on 3rd - 4th November is taking place in theDolder Grand, a spectacular mountain top location, overlooking the city of Zurichand its stunning lake. Just 10 minutes by car to the city center and only 20Minutes to the airport. Expect beautiful surroundings and an exclusive venueperfect in which to meet like-minded peers.
* Our definition of a genuine Principal or Family Office is at least US$ 150 million of assets (usually itis much more), these assets are from only one or few families / wealth owners, and the Family Officeis working for one or few (not as a solution provider to many 3rd parties).
The Family Office Forum Zurich is based on:
1. Years of research with over 100 Single and Multi Family Offices, many UHNWI,plus private banks, banks with UHNWI management, academics and partners.
2. The precise wishes and the active support of Family Offices. The agenda isbased on the requirements and challenges of Family Offices in their day-to-daybusiness.
3. The long-standing expertise of the partners at Prestel & Partner, in particularwith Family Offices. The genuine interests of Family Offices are at the core of ourForum. Please refer to our testimonials at www.prestelandpartner.com
The Family Office Forum takes a closer look. Topics are dealt with in depth toenable our participants to experience genuine progress in their work.
The Family Office Forum offers all participants a platform to exchangeexperiences, hear about the latest strategies and discuss them afterwards. It isthe ideal environment to nurture important relationships and to meet newinteresting contacts.
See all 90 speakers at www.prestelandpartner.com
HRH Princess Dr. Nisreen BintMohammed Bin King Faisal I
Bin El-Sharif Hussein El-Hashemite
Benedict GötteOwner
Compass Capital AG
Luciana De LimaSocial Entrepreneurship
Initiative & Foundation seif
Prof. Dr. Dr. Peter SesterUniversity St. Gallen and
Advisor, Single Family Office
Evangelia EliadouExecutive Director
Pafilia Property Developers Ltd
Dr Antoinette Sarasin GianduzzoDirector of Nutrition
& Lifestyle
Dr. Katharina SommerrockLGT Venture Philanthropy
Caroline Curtis Dolby Psychotherapist
Rolf BauerManaging Director - Head
International Family Office Services
Deutsche Bank, Zürich
Patricia SafoCEO
JCS Investments
Christian StadermannManaging DirectorLogos Patrimon
Deniz MisirManaging Director
V22
Frédéric FèveCIO
Ritossa Family Office
Dr. Alfred ScheideggerPartner & CEONextech Invest
Peter BrockLeader Family Office Services
Rakesh ChandChairman
Kaura Foundation
Gordon OmmenPrincipal
BirdDog Capital (SFO)
Steve Balaban, CFAPrivate Equity Expert, Faculty
University of Waterloo
Thomas KingreenInvestment Director
PPF a.s.
Dr. Stephan E. Knobloch Principal
SEAK (SFO)
Astrid von SoostenEuropean Molecular Biology
Laboratory (EMBL)
John KimManaging Partner
Amasia
Eric LohrerPartner, Single Family Office
Loreda Holding
Michael von StummInvestments and philanthropic advisor
Kurt A. Engelhorn (SFO)
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Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 004 Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0 05
Programme
Tuesday 3rd November
11:00-11:30
11:40-12:10
12:20-12:50
Next Generation: Raising children with skills,knowledge and motivationRolf Bauer, Managing Director, Head InternationalFamily Office Services, Deutsche Bank
Panel discussion: Family GovernanceFrancesco D'Amico, Managing Director, Quilvest´s SFOLenka Beinhoff, CEO, BEINHOFF & CO. AGProf. Dr. Dr. Peter Sester, University St. Gallen andAdvisor, SFO, BrazilModeration: Rolf Bauer, Managing Director, DB
Family Structuring and Operations: Case Study - Mastering the challenges from managinga family in it´s 7th generation, globally spanning 5continentsFrancesco D'Amico, Managing Director, Quilvest´s SFO
Russia and C.I.S. - from investors’ perspective• Risk and opportunities investing in Micro Credits • Mikro Kapital approach to Micro Credit • Video interviews to entrepreneurs financed by Mikro
Kapital • How to exploit Micro Credit investment opportunities
with Mikro KapitalVincenzo Trani, Mikro Capital
West Africa from an investor´s perspectivePatricia Safo, CEO, JCS Investments
14:10-14:40
14:50-15:20
16:00-16:30
16:40-17:10
Illiquid Assets Direct InvestmentGarden Salon 2
Geographic: Local HeroesThe Gallery
Operations, InternalGarden Salon 3
Investment Ops Money MattersGarden Salon 1
Liquid Assets Financial MarketsThe Ballroom
Welcome address: Now is a good time for action and to get involved in change! Her Royal Highness Princess Nisreen El-Hashemite, BSc MSc MD PhD, Executive Director, Royal Academy of Science International Trust (RASIT)
Keynote: Technology, money and true values - From Gold to digital currency to trust, J. Bradley Hall, Chairman & CEO, ICON
Morning break in the Ballroom Foyer
Lunch break in the Gallery
Afternoon break in the Ballroom Foyer
Drinks Reception in the Ballroom Foyer - "music apero" by Aleksandra & Alexander Grychtolik (Harpsichord improvisation) Sponsored by PS Plus
08:30-09:00
10:00-11:00
Registration and welcome with coffee, tea and breakfast08:00-09:00
13:00-14:00
15:30-16:00
The philanthropic investment scene • Changes and diverse and complicated choices for
family offices• Empowering the financing of philanthropic investments• Choosing and managing investments into social
impact opportunities across the complete spectrumJulian Eagles, Chief Philanthropy Officer, SharedImpact
09:40-10:00
Panel Discussion: Real Estate in Emerging MarketsPatricia Safo, CEO, JCS InvestmentsLucio Frigo, Founder and Managing Director, Materiareal estate development
Offshore - Shipping - Oil & Gas as an alternativeasset classRolf Zapffe, Paretosec
Real Estate: How to deal with and manage this assetclass as a family office - case study GermanyDr. Lutz Aengevelt, Aengevelt Immobilien
Agriculture: Technology in Farming, Land Stewardship, and Land as a Legacy AssetGordon Ommen, Principal, BirdDog Capital (SFO)
Forestry and Agricultural Investments - The experience ofcenturies: Land as an important part of a long-term wealthstrategy• Legal certainty and strong property rights• Natural growth and professional management• Clear and obvious global trends: growing population and
growing demands Constantin Freiherr von Wendt, General Manager, SalmBoscor GmbH & Co KG Erste Landwirtschaftsgesellschaft
17:20-17:50
09:00-09:20
Keynote: Technology, perils and prospects - How technology disruption affects business families, John Kim, Managing Partner, Amasia09:20-09.40
“Healthy Correction or has the Bear just woken up?”A macro-behavioral market outlookBenedict Götte, Partner, Crossbow Partners AG
Family Governance & NextGen Asset ManagementCapital Cycles: Finding investment opportunities inunlikely places• Approach based on analysing capital cycles • Aims to avoid high valuations and mitigate downside
risk by investing at the bottom of the cycle• Potential for long-term capital appreciation • Can help overcome behavioural biases – and take
advantage of others’Keith White, Portfolio Manager and Global IndustryAnalyst, Wellington Management
Alternatives within your portfolioMatt Bass, Chief Operating Officer Alternatives, AB
Manager Selection• Foward-looking asset manager selection im comparision
to backward selection based on past data.• Investing in people/talents and not only in products.• Selection of managers at various stages of financial
market cycle.• Strategic investment review of leading bond
managers in the eye of the turnaround in interest ratesMartin P. Bürki, Managing Partner, Marmot InvestmentOffice AG
Investment Criteria
Investing with an ethical mindset
Asset Management
Physical Gold - latest trends in terms of demandand supply plus buying and storing goldJoshua Rotbart, Malca-Amit Precious Metals
Offshore, Oil & Gas, Ships
18:00-18:30
Empower Yourself and Future Generations! ProtectHealth, Energy & Strength through BiomolecularRestoration• Address individual needs to vitalize family businesses • Restore metabolic deficiencies and boost energy to
remain united and successful as a family • Innovative, unique practice to maximize the potential of
body and mind over generationsDr Antoinette Sarasin, The Kusnacht Practice
Family Wellbeing
Citizenship by Investment & International ResidenceSolutions• Global citizens and world traveller´s lives• The global situation for safeguarding UHNWI families• Caribbean vs. Europe - a comparison• Immigration, citizenship, and residence - Criteria how to
chooseMicha Emmett, Group Managing Director, CS GlobalPartners
The imperative of considering climate change in long-term wealth creation: practical family office case studies• Climate change and its impact on wealth creation• Incorporating climate change considerations in the
investment process• Finding solutions across all asset classes• Lessons learnt, current challengesPeter Wüthrich, Management, onValues Ltd.
How can philanthropy help to achieve public health objectives?• Supporting public health policy as a sound investment
for all types of donors• Going beyond the public health agenda for the public good• Investment in anti-tobacco policy is a case in pointDesiree Kogevinas, Consultant to theWorld Health Organisation
Panel discussion: “Saving the planet” throughinvesting - How to make impact investments Luciana De Lima Social EntrepreneurshipInitiative & Foundation seifAntje Biber, Managing Partner, FERI Family OfficePeter Wüthrich, Management, onValues Ltd.
Panel discussion: PhilanthropyManjula Lee, Head of Philanthropy, Habitat forHumanity Great BritainDr. Katharina Sommerrock, LGT Venture PhilanthropyJulian Eagles, Chief Philanthropy Officer, SharedImpact
Investible Custom IndicesCriteria for constructing an investible custom indexPeter Panholzer, DynexCorp
Currencies and FX: How to make the best out of it as aFamily OfficeThomas Suter, CEO, Quaesta Capital
The case for timber• Timber as an investable asset class – past, present &
future• Investing in timber as part of a balanced portfolio• Using timber to address the current low yield environment• Key investment risks and mitigantsDuncan Caldwell, General Manager, TFS Corporation Ltd
New Media - Technology - InternetIntellectual Property as a Real Asset• What is IP (Facts and Know how)• IP as a Real Asset• IP analytics: Market Size and Funds• Implementing IP into ones Portfolio - Added ValueDennis Reckling, Ph.D. at University of St. Gallen
New Technology: High tech investments - new bubbleor the greatest opportunity ever?Eran Davidson, Davidson Capital
Real Estate
European Citizenship for Non-European UHNWI• Advantages of a full EU citizenship such as visa free
travel and freedom to live in any European country• Considering the time factor - completion in only 3
months• Assuring a secure investment through prime real estate• Case study: Cyprus as an all-round solution for
citizenship and tax planning for UHNWIEvangelia Eliadou, Executive Director, Pafilia
Geographic: Local Heroes
Geographic: Local Heroes Philanthropy
Agriculture, Forestry, Infrastructure
Brazil: Current challenges and opportunitiesProf. Dr. Dr. Peter Sester, University St. Gallen andAdvisor, SFO, Brazil
Building and supporting strong family growth - Howaddiction and trauma compromises family stability and wealth- Panel DiscussionKathleen O'Hara, International Specialist Counselling ServicesCaroline Curtis Dolby, Multi-cultural Psychotherapist, ownerof Belgravia therapyDavid Smallwood, Clinical Director, Kusnacht practicetreatment centre, ZurichJaclyn Hughes, Head of business development, KusnachtPractice
The art market in general with an emphasis on its pitfalls- and how to protect yourself against loosing a fortuneMichael von Stumm, Single Family Office
Cars as an Investment - The RealityPierre-Yves Augsburger, Classic Car Enthusiast
Collectables
Collectables
Vietnam's accelerated integration into the globaleconomy - an insight for Family Office Investors• Vietnam is weathering the emerging markets storm on
top of the asset class• Privatization and deeper financial-sector developmentMarco Martinelli, Dragon Capital, Vietnam
Sub-Saharan Africa Real Estate Development:Focussing on big things that matter - the case foraffordable housing in Africa• Pressing social challenge & unexplored scalable
opportunity• Design & technological innovations bridging the
affordability gap• Novel partnerships with African GovernmentsLucio Frigo, Founder and Managing Director, Materiareal estate development
How to measure the J-Curve - Integration of IlliquidAsset Classes in a Global Risk ManagementFramework• Cash flow and P&L projections of illiquid investments
(e.g. Private Equity)• Benchmarking of Private Equity investments and
portfolios • Integration of illiquid asset classes like Private Equity in
a global risk management framework • Systematic portfolio construction including illiquid asset
classes (e.g. Private Equity)Ivan Popovic, Managing Partner, Tolomeo Capital
Hospitality impact investing in frontier markets: Lessons to be learned from a project in Bhutan• Establishing a for profit project while maintaining
highest ethical standards• Creating jobs and education through hospitality• Risks and how to deal with them• Benefits for investors and the local societyDr. Rieki Crins
International Operations
Philanthropy
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Programme
Wednesday 4th November
11:00-11:30
11:40-12:10
12:20-12:50 Philanthropy as a tool for succession planning andfamily governanceAstrid von Soosten, European Molecular BiologyLaboratory (EMBL)
Account Aggregation or Aggravation? The Pros andCons of simplicity to gain an overview:Using international true transaction details, to get the fullpicture and do a serious analysisDr. Stefan Kolb, Deutsche Asset und WealthManagement
Hospitality and Tourism a viable Real EstateInvestment Choice • Investing in Hotels– a lifestyle or for profit decision• An ideal tool for wealth preservation• Vast choice of stable and new growth markets• Ability to add value through strategic plan and visionAradhana Khowala, Managing Partner, bridge.overGroup
International investments – Some insights from Germanfamily offices• Asset classes • Regional focus • Benchmarks Dr. Marc Herzog, MD, Family Office Consulting GmbH
14:10-14:40
14:50-15:20
Illiquid Assets Direct InvestmentGarden Salon 2
Geographic: Local HeroesThe Gallery
Operations, InternalGarden Salon 3
Investments, Money MattersGarden Salon 1
Liquid Assets Financial MarketsThe Ballroom
Welcome address by the organisers Katja Mu ̈lheim and Tobias Prestel
Opening address: Opportunities & Challenges with Investing in Emerging Markets – Insights from the Real Estate, Retail and Hotel Sector, Olaf Schmidt, IFC – World Bank
Morning break in the Ballroom Foyer
Lunch break in the Gallery
Afternoon Networking in the Ballroom Foyer and Closing remarks in the Ballroom
08:30-09:00
10:00-11:00
Registration and welcome with coffee, tea and breakfast08:00-09:00
13:00-14:00
09:30-10:00
How Family Offices Can Invest Directly in PrivateEquity - methods to pursue, evaluate and create valuethrough the purchase of private companiesSteve Balaban, University of Waterloo (Canada)
Transforming our World: Investing in achieving theSDG’s (focus on #6-Water)• Moving from a donor model to an investment model -
moving from project based thinking towards a sector wide approach
• Case Study Hospitality - An Innovative Investment Product: Blended Finance, A Global Water Fund, Development monies, RBF, DIB’s, RO
• Sector specific plus universal measurement mechanisms
Karena Albers, Founder/Executive Producer,kontentreal
Panel Discussion: Private Versus Public Equity in theHealth Care IndustryAlfred Scheidegger, Partner & CEO, Nextech InvestAndreas Emmenegger, CFO, Molecular Partners AGMichael Sjöström, Co-Founder and CIO, Sectoral AssetManagementDr. Ilka Wicke, Boehringer Ingelheim GmbH VentureFundEric Lohrer, Family Office Hansjörg Wyss
09:00-09:30
OperationsGeographic: Local HeroesAsset Allocation as a Single Family OfficeAn exchange of views on the current geopoliticalsituation and the next steps to takeFrederic Feve, CIO, Ritossa Single Family Office
US Stock Market Bubble• Spotting a Financial Bubble Before It Bursts • State of the Current US Stock Market• A Look Into the Future – Different Scenarios• Possible Safeguards Johannes Zwick, Principal, Zwick Partners
Fixed income and credit as investment theme• How to choose according to ones risk appetite• From high liquid / low-yield to illiquid / high premium• One size doesn´t fit all - the beauty of the right mix• Criteria to implement within one´s portfolioMarcel Strobl, Convestro AG
Private Equity, M&A and Venture Capital
Private Equity, M&A and Venture Capital
Family Office goes Lead Investor in Start-up- andTurn-Around Projects• Entrepreneurial/family DNA and next gen involvement• Methodology, infrastructure and pitfalls of direct vs PE
fund investments• Active (lead / majority investor) vs passive (minority)
direct investments• Co-investments and club dealsDr. Stephan E. Knobloch, Principal, SEAK (SFO)
Investing with an ethical mindset Asset Allocation
Authenticity and Credibility as a win-win: How toremain one´s identity while expanding commercially -case study Austria Country ClubRichard Alois Hauser
BioTech and HealthCareKeynote: Investing in Healthcare – The Long TermPerspective• Market Size and Risk Return Characteristics • Long Term Growth Drivers• Successful Healthcare InvestingMichael Sjöström, Co-Founder and CIO, Sectoral AssetManagement
15:30-16:00
Venture Capital quo vadis?• How does VC today differ from the dotcom-bubble?• How do smartphones and bandwidth empower startups
to become global businesses? • Why does Europe have chances to build it's own Silicon
Valley ecosystem?Christian Miele and Christian Leybold, eventure
Family Wellbeing and Education Hospitality and Tourism as Investment
Family Security: Hackers for hire… how to hack yourbank, your Family Office, your entire lifePeter Connolly, Founder, Toro Risk SolutionsJames Hinton, Ethical Hacker, CHECK Team Leaderand TigerScheme Senior Tester, UK Government
Making the most out of charitable giving: Methodologies and Best Practise for Wealth OwnersMyriam Vander Elst, MD, Epic Foundation
Real Asset Investing Panel Discussion: How real assetscan provide diversification and effective sources of returns ina portfolio• What are real assets and why invest in them? • Advantages and challenges of real assets• Real Assets within a portfolio – case studies• Managing and operating real asset investmentsJon Cantouris, Managing Partner, Advisors & Partners LLP
Panel discussion: Joy and Pain of PE InvestingDr. Stephan E. Knobloch, Principal, SEAK (SFO)Thomas Kingreen, Investment Director, PPF (SFO)Daniel Ross, crowdbnkJohnny El Hachem, CEO, Edmond de RothschildPrivate EquityPeter Brock, Family Office Services, EY
Impact investments with an Institutional Investormindset – Know-How from Family Offices andentrepreneurs• Definitions of Impact Investing and Responsible Investing• How to Approach Responsible Investing and Impact
Investing• The Development and Current Situation of Responsible
Investing and Impact Investing• The Next Step – Integral InvestingAntje Biber, Managing Partner, FERI Family Office
Family Well-Being: Wealth and Addiction - providing Recovery and Individual Purpose to UHNW.Caroline Curtis Dolby, Multi-Cultural Psychotherapist
Family business and investing in luxury resorts andislands - The different governance models betweenfamily wealth investors and worldwide brandmanagement• To be owner of a top luxury resort: Dream or a
nightmare? • Case study a resort in Maldives• Cultural, enviroment, logistic and management topicsProf. Walter Zocchi, Owners representative
Hospitality and Tourism as Investment
PE’s are from Mars and Corporates are from Venus - anon-judgmental comparison of IP centric acquisitions• IP as a business strategy vs. IP as an exit driven
business model• Competitive positioning for buyers and seller• Confirmatory diligence vs. exploratory diligence• Deal Killers and how to avert or mitigate them • Special issues for global acquisitions Harry Rubin, co-chair of Ropes & Gray’s InternationalPractice
A piece about TURKEY: An insight on Turkish wealth owners, investmentopportunities and appetite Deniz Misir, V22
Family Wellbeing and Education
Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 008
Participants
More Family Offices on stage than service providers. More Family Offices in the audience thanservice providers. For further information on the composition of our audience please see:www.prestelandpartner.com
The high quality and relevance of our delegates is ensured because of1. Our in-depth research and individual contacts2. The personal and individual invitations to the Family Office Forum
Free participation is exclusive to genuine* Family Offices. And only relevant partners of FamilyOffices are able to purchase a delegate pass. In addition the number of delegate passes isstrictly limited. This ensures that the participating Family Offices enjoy a meeting among peers.
* Our definition of a genuine Principal or Family Office is at least 100 Mio. GBP of assets (usually it is muchmore), these assets are from only one or few families / wealth owners, and the Family Office is working for oneor few (not as a solution provider to many 3rd parties).
Who is a Partner / Sponsor
Sponsors are experts in their respective fields and work with or for Single and Multi FamilyOffices. The Family Office Forum is not a sales show: partners and sponsors do not presentfinancial products but assist Family Offices in the optimisation of their processes and workload.
If you want to become a partner / sponsor please contact [email protected]
Participants
Partners
Media Partners
Family Office ForumZurich, 3 - 4 November 2015
Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0
Registration
Family Office ForumRegister now
Your Registration: Online at: www.prestelandpartner.com under tab "Become a Delegate" or send an email to: [email protected] phone: Please dial ++ 44(0) 20 339 71390
Are you a Family Office, or UHNWI? Then you enjoy free entry! Our definition of a Family Office is minimum USD 150million of assets from only one or few families / wealth owners, and the Family Office is working for one or few (not as asolution provider to many 3rd parties). Please contact [email protected]
Do you work with Family Offices? The Family Office Forum is not a sales show, places for service providers are strictlylimited! To register please visit www.prestelandpartner.com
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160+ international Family Offices and UHNWI areexpected in November, coming from all over the globe.
The Middle Eastern Family Office Forum for100+Principals and genuine Family Offices. Providerssuch as Private Banks will be in drastic Minority.
Zurich, 8 - 9 November 2016
100+ England based Family Offices and UHNWIare expected - unique here is our definition of aFamily Office, please see below!
London, 4 - 5 October 2016
Dubai, 16 - 17 February 2016
Join us when 200+ (!) German speaking genuine*Family Offices meet.
Wiesbaden, 25 - 27 April 2016
Your place at the Family Office Forum Zurich3rd - 4th November 2015 at the Hotel Dolder Grand Zurich
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Registration
Family Office ForumZurich, 3 - 4 November 2015
Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0 10
*Our definition of a Family Office is minimum USD 150 million of assets from only one or few families / wealthowners, and the Family Office is working for one or few (not as a solution provider to many 3rd parties).