family office forum - prestel and partner · zurich family office forum. to receive guidance on the...

Family Office ForumZurich, 13th-14th November 2018, The Dolder Grand

Join us when 100+ Principals, Family Offices, CIOs and Experts meet!

Caitlin Sparks

Noor Sweid

Dominik von Eynern

Manfredi Mattei Filo della Torre

Christina Ulardic

Justin Rockefeller

Lucius von Bethmann

Dr. Ronit Meshie Mai Lami

Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0

Tessy de Luxembourg and Nassau

Overview Page 2 Audience Page 3 Conference Programme (2 days) Page 4-11 Participants 2 Upcoming Events Page 13 Registration Page 14

*Our definition of a Family Office is minimum €150m in assets and serving one or a few families (not a solution provider to many 3rd parties). Those doing both equally (being investor plus provider) are welcome to join us at a 50% fee.

Partners

The Prestel & Partner Zurich Family Office Forum offers you first-hand insights into the various facets and benefits of impact investing, how sound transition and succession management can contribute to a sustainable family office, and investment strategies for generations to come.

Prestel & Partner Family Office Forums provide “a safe place”: An exchange between family principals, family office C-suite executives, wealth owners, private investors, and select few partners with topical expertise on best practice in family governance and investments.

Join your peers and meet 100+ investors.

Piloting With Purpose Fuelled By Peak Performance

Free Entry for genuine

Family Offices*


02 Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0 Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0

www.prestelandpartner.com

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Overview Audience

‘‘ Incredibly exciting to exchange views with other Family Offices on various investment options at such a high level...

Michael Prinz zu Salm-Salm

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‘‘ Prestel and Partner did a great job fostering collaboration around shared interest and respect.

Josh Cohen, Single Family Office

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‘‘ Very stimulating and encouraging!

Viscount Chris Portman, Principal, Portman Estate

‘‘Join our Zurich Family Office Forum to receive guidance on the most salient family office topics via engaging and interactive panel discussions on best practices, inspiring presentations, insightful case studies with key learning points and always considerable time dedicated to Questions & Answers after each session. In addition, Family Offices and Private investors are invited to our investment round table discussions for in-depth conversations.

The Zurich Family Office Forum, 13th-14th November, 2018 is based on:

1. Extensive conversations with UHNWIs and months of research with Single and Multi Family Offices, private banks, banks with UHNWI management, academics and their partners.

2. The precise wishes and the active support of Family Offices. The agenda is based on the requirements and challenges of Family Offices in their day-to-day lives.

3. The long-standing expertise of the partners at Prestel & Partner, particularly with Family Offices. The genuine interests of Family Offices are at the core of our Forum. Please refer to our testimonials at www.prestelandpartner.com

The Family Office Forum takes a closer look. Topics are dealt with in depth to enable our participants to experience genuine progress in their work.

The Family Office Forum offers all participants a platform to exchange experiences, hear about the latest strategies and discuss them afterwards. It is the ideal environment to nurture important relationships and to meet new interesting contacts.

No product presentations or specific pitches - topics covered are key issues for Principals. These hands-on topics have clear advantages for all participants. The clear focus on added value, trends and strategies means that everyone stands to gain.

Are you a Principal or Family Office? We are delighted to welcome you and offer you privileged free admission! Simply contact: [email protected]

Are you a genuine partner of, or solution provider to Principals or Family Offices? Simply contact: [email protected]

Thank you all for having me at this fantastic event. It was a great success for me because I met really interesting, committed and engaged people, who were able to share and give insight into ways to improve the work I am doing. The atmosphere was at once relaxed and serious, such that it enabled us to address the issues but at the same time enjoy each others’ company. For me, a very successful event all round.

Dr Auma Obama

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Prestel and Partner did a great job fostering collaboration around shared interest and respect – creating relationships in a short period of time, with people from different countries, backgrounds and perspectives.

Josh Cohen, SFO

‘‘‘‘The best Family Office conference I have attended. The quality of the speakers and topics was fantastic, the networking opportunity between all was really good as there were genuine FO’s represented there and not just product salesmen. The venue and quality of the food was first class.

Richard Jaffee, Single Family Office Principal

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Thank you so much for two excellent days. What wonderful company, interesting topics and all in such excellent surroundings.

Edward Hoare, Philanthropist

‘‘ ‘‘ Let me please thank you for inviting me to participate in the Family Office Forum. It was exactly as you said it would be and I found it very stimulating and encouraging. Your reputation for finding influential ‘can do’ people who need to communicate with each other is certainly not exaggerated. It is indeed very important work that you do.

Viscount Chris Portman, Principal, Portman Estate

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The Prestel & Partner AudienceA majority of Single and small Multi-Family Offices with the profiles of Principal, CEO, CIO, CFO, & COO.

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Service providers are from various fields such as health, travel, international structuring, software, education or luxury goods – not uniquely from the financial industry. Partners contribute with and offer their expertise, without any upfront product sales.

Your advantage

The audience: Our event is exclusively dedicated for Single Family Offices, Principals and Private Multi Family Offices who do not offer services or products but come to network and learn. At our event all other Family Offices and Experts who act as advisors or consultants or who offer products and/or solutions to third parties are considered to be solution providers.

The concept: More Family Officers than solution providers on stage and in the audience. Network with 100+ Family Offices, UHNWIs from all around the world.

The content: Bespoke and curated program with considerable time dedicated to in-depth discussions, knowledge and experience sharing and learning opportunities, and Q&As.

San Francisco

Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0 Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 004 05

The Ballroom

Registration and Networking Coffee08:30-09:00

Welcome and Introductions From Prestel & Partner

Networking Luncheon in the Ballroom Foyer12:30 - 13:30

Garden Salon 1 Garden Salon 2

09:10 - 10:00Disruption and Our Future (Part One)Investment Strategies for Crypto AssetsLucas Friss, Director, Cumberland, a DRW CompanyJoel Dietz, President, Swarm Research

10:30 - 11:00 Crowdfunding – New Leverage on Old Problems• How crowdfunding helps disadvantaged groups• Financial and social capital: 1+1 = 3• Top VCs & tech entrepreneurs onboard - and the Mayor of London• Scalable and long-term: nothing else mattersAlex Stephany, Founder & CEO, Beam

Leadership and Succession Planning A Personal Insight: The Advantage of Having an External Mentor at an Early Stage• No family member = independent and personally detached• Role model and sparring partner• Broadening horizon beyond expectationLucius von Bethmann, Next Gen Family Member, Bethmann Family; Banking, Trade, Diplomacy andPhilanthropy since the 15th century (Wikipedia)

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09:00-09:10

10:00 - 10:30 How Will Cryptocurrencies and Blockchain Change the Asset Management Industry? • The financial industry is on the verge to be disrupted by technologyMatej Tomazin, COO, ICONOMI

Succession Planning Using Studies on Behaviour • A closer look at succession planning beyond tax and legal issues • The ‘fair’ allocation of wealth • The effective governance of wealth • Ideas to mitigate risks in wealth transition Dominik von Eynern, Family Member; Partner, Blu Family Office

11:30 - 12:00Family Office Asset AllocationDiscussion: Hedge Funds as a Family Office Investor• Hedge Funds: Why? • How to source hedge funds and Due Diligence • Seeding of hedge funds • What is the right time to get in and when to get out of a hedge fundModerator: Matthias Knab, Director, Opalesque

Impact Investments and Social EntrepreneurshipTackling major social issues by creating new types of partnerships between Social and Business• Case Study: Boehringer Ingelheim and Ashoka´s “Making More Health” Initiative - Developing a real culture of changemaking, revisiting innovation processes, developing new business models and providing purpose to employees and stakeholders • Case Study: Fashion for Good – How corporate philanthropy, business, and social innovators came together to transform the global fashion industryArnaud Mourot, BS Global Vice President, Ashoka Leslie Johnston, Executive Director, C&A Foundation

Morning Networking Coffee and Refreshments11:00 - 11:30

13:30 - 14:00 Social Entrepreneurship - Poison or Panacea for Family Offices and their Philanthropy Offering • Social entrepreneurship unlocks the best from the private and social sector and promises innovative, economically sustainable approaches to tackle the most pressing issues globally• An alternative way of philanthropy receiving increasing interest from successful entrepreneurs and family business• What does the practice look like? How can family offices harness the full potential of social entrepreneurship while managing its potential shortcomings and challenges?Andreas Heinecke, Co-Founder, Dialogue Social Enterprise Fatiah Bürkner, Executive Director, Max Kohler Foundation Susanne Wittig, Founder, Impact RelationsYann Borgstedt, Founder and President, The Womanity FoundationModerator: Mathias Terheggen

Sustainable Forestry InvestmentsWhy Invest in Timberland and Where? The $100bn Question• An overview of the global asset class and what makes timberland unique• Ireland as an emerging attractive destination for forestry investors• A new sustainable forest management approach that maximises commercial returns and positive environmental and social impactsDarius Sarshar, Investment Director, SLM Partners

Leadership and Succession PlanningNext Generation Leadership - How to Transform the Next Generation Into Future Leaders• Case Study: Beinhoff Family Office • Great leaders are not born but made • To transform children into future leaders, a family needs a plan, resources and execution• How neuroscience can help to create peak performers Lenka Beinhoff, CEO, Beinhoff & Co. AG

Next Generation Leadership – Voices of Those Concerned• Taking over the family wealth and business• The importance of advisors quality and training for leadership• What the next generations thinks about the generational transition and a successful family legacyClarissa Fraschetti, 4th Generation Member, Fraschetti FamilyRichard M. Beinhoff, 2nd Generation Member, Beinhoff FamilyMartin Pasko, 2nd Generation Member, Gallery NedbalkaModeration: Caroline L. Beinhoff, 2nd Generation Member

14:00 - 14:30Environmental Capitalism - Profitably Driving Game Changing Sustainability in AgricultureJason takes us on a tour of these and other of his businesses that solve waste and food challenges. He describes himself as an Environmental Capitalist and was awarded the UN Innovation Prize for Africa in 2013.Jason Drew, Impact Investor; Founder and CEO, AgriProtein

Experiences of an Impact Investor: Sustainable Forestry in South America• Impact Investments in Sustainable Forestry• Beating myths about impact investments in Emerging Markets• High-added-value forestry, as an alternative to land destruction• Case study: attractive ecological, social, and financial returnsDr. Maurizio Totta, Entrepreneur & Investor

12:00 - 12:30 Family Members Sharing How to Deal With TroubleDoris Sommavilla, Principal, Union Hotels Canazei and Sommavilla Costruzioni Domitilla Radice Fossati, Family Member, Radice FossatiDominik von Eynern, Family Member, Partner, Blu Family OfficeModerator: Dr. Ronit Meshie Mai Lami, PhD, Individual & Family Wealth Psychology Across Generations

Mainstreaming Impact Investing - Sharing the Latest Trends• Latest developments and some most surprising victories• A closer look at trends such as: Influence of technology, data, etc.• Discussing a challenge: Impact still means different things to different investorsDr. Christin ter Braak-Forstinger, Co-Founder, Chi Impact Capital


The Ballroom Garden Salon 1 Garden Salon 2

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Afternoon Refreshments and Networking in the Ballroom Foyer15:30 - 16:00

Networking Drinks Reception in the Ballroom Foyer Sponsored by PS Plus18:00 - 20:00Tues

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19:00 - 20:30 Exclusive Premiere of Documentary Film: The Serengeti Rules - Winner of the 2018 Tribeca Film Festival

14:30 - 15:00Conscious InvestingHealthcare as an Investment: Co-Investing in Health• Why its good for you, your family and society • How three families have managed to work harmoniously for over 10 years • From seed to exit: How to find the right investment that suits your family • How to manage internal family roles and succession• Best practice ways to interact with company management - what works, what doesn’t • Working alongside other families: what to do when things go bad what to do when things go wellMartin Cannon, Founder, President and CEO of HemanextPeter Testa, Family InvestorChet Burrell, Former President, Care First and Blue CrossModerator: Joanne Sawicki, Founder, Cerescom

Leadership and Succession PlanningThe Non-Fiscal Challenges of Wealth: Focus on the Next Generation• Preparing the next generation: our relationship with money and affluenza • Individuals within families becoming contributing leaders• Family meetings and setting guiding principles by the family for the familyDr. Ronit Meshie Mai Lami, PhD, Individual & Family Wealth Psychology Across Generations

Regional Perspectives VC In Emerging Markets – Hear From A Family-Business Owner and Entrepreneur-Turned-Investor• What opportunities can emerging and frontier markets, with record-high digital penetration rates and burgeoning young populations, bring to the global tech community? • Explore the investment access, innovation, and investment opportunities in VC in frontier markets such as the Middle East and Africa where 50% of the population is under 30 years of ageNoor Sweid, General Partner, Global Ventures

16:00 - 16:30 Impact Investing After 10 Years: Success or Failure?• How is impact investing perceived today? • Can we trust the data?• How far away from mainstreaming are we?• How can impact investing contribute to saving the planet, ourselves - and still be a good business?Lothar Jakab, Partner, Steinbeis Consulting for Impact Investing

The Next Gens and LeadershipJulian Marwitz, 8th Generation MemberDr. Céline Wong, 24th Generation MemberModerator: Dan Choon, Next Generation Member

India - What Makes the Economy Attractive to Investors?• An update on the economy• The Modi factor• Politics and General Elections in 2019• Financial markets: drivers and risks• Outlook for India in the next 12 monthsDeepak Lalwani OBE, Chairman, Lalcap

Doing Business in China: The journey of starting a Multi-Family Office for mainland Chinese families in Hong Kong• Growing divide between Asian Multi-Family Office (MFO) or External Asset Manager (EAM) and European ones• What is it like doing business in China?• Opportunities and challenges ahead in AsiaJaydee Lin, COO & Managing Partner, Raffles Family Office

15:00 - 15:30 Making Money and Sense while Developing Economic, Ecological, and Ethical Values• The Triple-E selection of early stage to ready-to-scale growth company investments (people, value/risk, performance and impact)• Understanding a Triple-E business is understanding the complexity of keeping thinking as a process in motion of reflection, innovation, pragmatism, analytics, and designDaniela Herrmann, Founder & President, Topan AG

Times are Changing; Millennials on the RiseA look at how millennials interact with corporates and brands and how the media can be a blessing in helping brands, institutions and governments strive in disruptive timesTessy de Luxembourg and Nassau, Director, VICE Impact EMEA

The Marine Arctic Peace Sanctuary: Investing in All Life on Earth• How the stability of everyone’s food, water and homes depends on the Arctic sea ice• The innovative public education strategy to scale at the necessary speedRishi Deva, Founding Member, Parvati.org

17:00 - 17:30 The Changing Face of Monitoring and Reporting for Family OfficesNew Requirements, New Tools – What is Best Practise Nowadays?Dr. Peter Dobler, Founding Partner, PS Plus

Investment Case StudiesThe Long Game to Build a Multi-concept Pan European Co-investment QSR Platform with the backing of Family OfficesRajaa Mekouar-Schneider, Head of Syndicate/Investment Team, Kharis Capital, Chairwoman, LPEA, Luxembourg PE Association

The US Economy in 2020: the FED, Trump’s fiscal stimulus and stock prices• After 10 years of US recovery, 2020 end of the cycle?• The FED and the “normalization” of monetary policy• Will the Trump fiscal stimulus yield an extra boost to US GDP by 2020?• US markets, early alert signals and stock pricesMiguel Burguet, Research Associate, Systemic Risk Centre, LSE

16:30 - 17:00 Insights: Health is the real wealth! Using holistic wellness for healthy aging – Insights from a Himalayan destination wellness retreat in India Mahesh Natarajan, Senior Vice President and Head of Wellbeing, Ananda in the Himalayas

Operations And Governance InsightsTurn Your Family Office Digital: Taking Back Control over Your Asset Data• What assets, and why?• When?• Where to?• What is the future like?Dr. Stephan Knobloch, Principal, SFO

17:30 - 18:00 Re-Wilding Planet Earth David Allen, CEO, Passion Planet, producer of the award-winning film The Serengeti RulesNick Brown, Director, Passion Planet

Latest Trends in the International Art Market; the Good and the Bad NewsMichael von Stumm

Governance Insights from Private Family Offices: A DialogueDr. Michael Mergenbaum, Inventor, Former Director, HILTICourtney Clark, Aspen Advisors


The Ballroom

Registration and Networking Coffee08:40 - 09:10

Networking Luncheon in the Ballroom Foyer12:30 - 14:15

Garden Salon 1 Garden Salon 2

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Welcome Address by Prestel & Partner09:10 - 09:20

Morning Networking Coffee and Refreshments in the Ballroom Foyer11:00 - 11:30

11:30 - 12:00

Climate Change – The Hard Facts, and Real Opportunities for Family OfficesInvestor Perspective: Climate Change and its Impact on Agriculture & the Food Supply Chain – Examples from Africa• Lessons learned (and shared in this Session!) working with impact businesses along the entire supply chain • Trying to find systemic solutions addressing risks and funding needsChristina Ulardic, Investor; Head Market Development Africa, Swiss Re Corporate SolutionsOrganiser´s note: This presentation is pure intelligence and zero sales, as Swiss Re Corporate does not work with Family Offices and Private Investors

Operations and Governance InsightsResidence and Citizenship Planning for UHNWI and Family OfficesLatest developments, global opportunities and challenges:An update on the status quo in 2019 and beyond Jacopo Zamboni, Director, Henley & Partners Switzerland AG

Real Estate as a Family OfficeReal Estate as a Family Office – The Different Models and Strategies• Investing in real estate, but how? Through an embedded, satellite, SFO or MFO? Pros and Cons.• New asset classes on the horizon like data centres, co-working and co-living spaces, long term smart or short term hype?• End of a real estate boom correlated to cooling down of the global stock markets?David A. Pieper, CIO, Optimus Prime

Keynote: Great Britain: Building its New FutureHer Excellency Ambassador Jane Owen, Her Majesty’s Ambassador to the Swiss Confederation and non-resident Ambassador to Liechtenstein

09:20 - 09:30

Yachting in all Facettes - Insights for All Having or Considering a YachtFrom Renting to Buying, from Administration to Maintenance and Operations - what you should knowFelix Zimmermann, Pantaenius Yacht Insurance Michael Breman, Lürssen Werft GmbH & Co. KG Peter Hürzeler, Ocean Independence AG Moderator: Derek Munro, Divergent Yachting

12:00 - 12:30 The Patchwork Quilts of Property Markets – How to SelectCase Study - Picking up the Finest Pieces in Singapore and SydneySergey Bogatyrev, Partner, BBS (Best Business Solutions) PTE. LTD.

Impact Investing in Climate Change: A Case Study• Investing in the future – combining financial and social return• A perfect example of circular economy using a holistic approach • Presentation of a Social Art ProjectDr. Hannes Schmid, Founder and Vice-President, Smiling Gecko Switzerland

Operations and Governance InsightsUsing Entrepreneurial Skills to Successfully Build our Own Equity Investment Portfolio• How do I transform from a family enterprise to an enterprising family?• How do I build the value chain for my own portfolio of private companies?• What are the main considerations for developing my family’s individual portfolio-strategy?Thorsten Gohlke, GFEP Family Equity

10:00 - 10:30Family Office InvestmentsCo-Investments between Families – The Pro and Contra • Sharing ideas and know how on diverse markets (pros)• Where your strategy fails, your partner can raise (pros)• The hands on by industry player families (cons)• The long term lock up and lack of liquidity (cons)• Digital platforms as a new paradigm of co-investment• What is next, family circle platforms, an allocation advocacy in club deals Manfredi Mattei Filo della Torre, Principal

10:30 - 11:00

Cryptomining as an Investment: How to Access? • An overview on mining • Models of getting involved • Traps to avoid and opportunities to harvest Sean Prescott, CEO, Unity Investment AG

How to innovate and improve a traditional “unsexy” capital market• The R.I.I.S.P. path of developing TIM : The Income Masterclass• TIM´s World: Digitize pension savings and assure private & family wealth• PGOF: Proofing expertise by massive outperformance to HFRX• What’s next: Income ‘growth’ strategy - reasonable or just supplement?Philippe H. Berthoud, Head Strategies & Markets, Prosperous Group AG

Keynote: The Future of Investing is ImpactToday, 17% of all assets of wealthy families are allocated to impact investments – investments targeting both a financial return and a measurable social benefit. This number is likely to increase dramatically in the future as 59 trillion dollars transfers in the coming 3 decades to the Millennial generation, 93% of whom believe solving social problems is a key driver in their investment decisionsJustin Rockefeller, Impact Investor and Co-Founder, The ImPact

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Time is Our Scarcest Resource • Tapping into the opportunity of biodiversity and climate change• Scale, acceleration, de-riskingSerge Conesa, Philanthropist, Investor, InnovatorThomas Vellacot, CEO, WWF SwitzerlandAxel Belorde, AnalystModerator: Marcela Navarro, CEO & Co-Founder, Project X Global

Please join the keynote session in the Ballroom

Please join the keynote session in the Ballroom

Disruption and Our Future (Part Two) Disruptive Innovation and Data Security• Learn what the privacy and security considerations are behind innovative technologies • How to treat data as our property - raising awareness and new regulations• Ethical aspects• Disruptive innovation from an investor’s viewpointHeiner Weber, Investor


The Ballroom Garden Salon 1 Garden Salon 2

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14:15 - 14:45Climate Change – The Hard Facts, and Real Opportunities for Family OfficesEffective Impact Investment: An Investor Case Using Climate Change• Aligning portfolio with values, without sacrificing returns: Clear data from Grantham/GMO case study• Rigorous impact assessment and the need for hard numbers — Synova or Boundless case study example• Choosing investments with potential to scale and move the dial on climate and resource constraints — VC through project finance• Hard-tech innovations — carbon capture, carbon tech, renewables. The investment opportunity here• Democratizing access to sustainable investment — lessons learned in blockchain and the opportunity for transformation in this spaceCaitlin Sparks, General Partner, FullCycle Energy LP

Operations and Governance InsightsStart-ups as a Next-gen tool for Family BusinessesDr. Céline Wong, 24th Generation, Wong Family Foundation

Afternoon Refreshments and Networking in the Ballroom Foyer15:15 - 15:45

Closing Remarks from Prestel & Partner in the Ballroom16:15

14:45 - 15:15 Lessons One Can Learn from Italian Family Businesses1. The Italian fashion brands between family vicissitudes and their impact on the company and wealth.2. Versace, Valentino, Bulgari, Gucci, Loro Piana, Fendi, Krizia, Brioni, Fiorucci sold …, who will be the next one and why? 3. Tourism, food and cars …, the great value of the “side B “ of the Italian family business systemProf. Dr. Walter Zocchi, Professor in Organizational Behavior Change in Family Business, Belarusian State University

Climate Change as a Family Office Investment Theme• How serious and imminent are climate problems, and what can be done about countries not meeting their COP 21 commitments? • If progress is to be made, it looks like it will have to be by businesses, institutions and individuals - what could they do ? • Should Family Offices prioritise their investments into climate change mitigations and other societal projects? • How can such an investment be properly valued and what are the chances of a satisfactory return ?• Can the Litus project to cut global CO2 by 20% within two decades succeed ?Mitja Hinderks, Founder, Litus Foundation

End of Family Office Forum Zurich 201816:30

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Focus on InvestmentsFamily Co-Investments, Case Study Real Estate Investments Made by RussiansJean-Francois Desjacques, Advisor to a Single Family Office, Russia

Agri-Food Is the New Internet Opportunities in VCs, Debt & credit facilities, PEsShen Tong, Founder, FoodFutureCo

15:45 - 16:15 Raising Awareness about Environmental Issues: Focus on Climate Change• How art exhibitions, educational programs, video projects, as well as interdisciplinary collaborations linking arts, science and politics can inspire social changeAnne-Marie Melster, Co-Founder & Executive Director, ARTPORT_making waves

Group Discussion: Blockchain Projects as an Investment - How do you Create Value and Impact? Matt McKibbin, Founder and Chief Decentralisation Officer

Generating Out-Performance in Equities with Families• Active management is dead - isn’t it?• Family offices are ideally situated to avoid pitfalls of active management• Case study of European & Emerging Markets strategiesDaniel Klein, Chairman & Founder, European Value Fund

15:45 - 16:00

Partners

Participants

Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 012


Background of Participants

More Family Offices on stage than service providers. More Family Offices in the audience than service 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 Family Offices. Only genuinely relevant partners of Family Offices will be able to purchase a delegate pass. In addition the number of delegate passes is strictly limited. This ensures that the participating Family Offices enjoy a meeting among peers.

*Our definition of a Family Office; minimum €150m in assets and serves one or a few families (not a solution provider to 3rd parties). Those doing both (family investor and solution provider to FOs) are welcome to join us at 50% of the standard fee.

Who is a Partner

Partners are industry leaders in their respective fields and work with or for Single and Multi Family Offices. The Family Office Forum is not a sales show: partners do not present financial products but assist Family Office with optimization.If you want to become a sponsor please contact [email protected]

Dubai, 5-6 Feb 2019, Palace Downtown Dubai

See Forum Speakers and Agenda at www.prestelandpartner.com

Are you a genuine partner / supplier to Family Offices? Simply register online or contact [email protected]

Are you a Family Office or UHNWI? We are delighted to welcome you with privileged free admission!

The Topics: All key issues of Family Offices are covered.

The Formula: More Principals, Family Offices, and UHNWIs on stage and in the audience than solution providers. Network with 100+ Principals, Family Offices, and UHNWIs from all over the world.

* Our definition of a genuine Principal or Family Office is at least $150M in assets (usually it is much more), these assets are from only one or few families / wealth owners, the Family Office is working for one or few (not as a solution provider to many 3rd parties).

For further information please visit www.prestelandpartner.com

Join us and meet your 100+ Middle Eastern *Family Principal and Family Office Peers!

Family Office Forum

Register now for our next event!

Notes Notes




Family Office Forums in 2019

Registration

Dubai, 5-6th February 2019

The MENA Family Office Forum for 100+ Principals and genuine *Family Offices with a clear minority of service providers.

Wiesbaden, 9-10th April 2019

Join us when 160+ genuine* German-speakingFamily Offices meet.

Zurich, November 2019

140+ International Family Offices and UHNWI from all over the globe are expected to join in November.

Singapore, 5-6th March 2019

100+ Asia-based Family Offices and UHNWI are expected, as per our unique definition below.

Paris, 14-15th May 2019

Meet 100+ Francophone Family Offices and UHNWI.

San Francisco, 4th-5th September 2019

100+ North American UHNWI and Family Offices meet.

Family Offices and UHNWI’s enjoy free entry! *Our definition of a Family Office is a minimum of €150m in assets from only one or few families / wealth owners, and the Family Office is working for these families (not as a solution provider to many 3rd parties). Please contact [email protected]

Do you work with Family Offices? The Family Office Forum is not a sales show and places for service providers are strictly limited! To register please visit www.prestelandpartner.com

Your Registration: Online at: www.prestelandpartner.com under tab "Become a Delegate" or send an email to: [email protected] By phone: Please dial +44(0) 20 339 71390

London, 25th-26th September 2019

100+ UK-based Family Offices and UHNWI are expected - as per our unique definition below.

Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0 16

family office forum - prestel and partner · zurich family office forum. to receive guidance on the...

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