Family Office Forum Collection - Prestel and Partner · Zurich 2019 Edition - 12th-13th November, The Dolder Grand. Join 100+ Family Offices* and UHNWIs from all over the world, benefit

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

Zurich 2019 Edition - 12th-13th November, The Dolder Grand

Join 100+ Family Offices* and UHNWIs from all over the world, benefit from a truly international audience• High family office and investor ratio - network with Family Offices and UHNWIs

• Topics for Families by Families - Family Governance and Investment best practice

• All-day networking – meet prominent peers and have inspiring conversations

• Bespoke programme, content-led (no products; we don’t take commissions from anyone)

Strategy and Innovation for Family Offices

Overview Page 2 Audience Page 3 Progamme Pages Page 4-11 Participants Page 12 Upcoming Forums 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.

Register:Free Admission* for Principals or Family OfficesSolution Providers simply register [email protected]

Forum Partners

Baltic forest management since 1998

Join us when 100+ Family Offices and

UHNWIs meet!

Ruben VardanyanPhilanthropist

Rudi HiltiFamily Member

Dr. Christoph QuarchPhilosopher

Izabella ZwackFamily Member

Bijan ForoodianFamily Member

Monique BärFamily Member

Chiara MedioliFamily Member

Matthew Le MerleInvestor

Junte WasmannEntrepeneur

Family Office Forum Collection

André Jaeger Chef

Family Office ForumZurich 2019 Edition - 12th-13th November, The Dolder Grand

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

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Overview Audience

We are delighted to invite* you to join the Family Office Forum Zurich 2019:Benefit from a 3:1 private family office and investor : expert ratio and meet 100+ Family Offices and UHNWIs at the event!The Prestel & Partner Family Office Forum Collection provides an exchange between family offices, wealth-owners, and only a select few partners on best practice in governance and investments.Strictly no product presentations or specific pitches - topics covered are key issues for Family Offices and UHNWIs. These hands-on topics hold clear benefits for all participants. The focus is on added value, trends, and strategies.

Signature Features and Formats:• Interactive presentations and panel discussions with high number of Family Office Principals on stage, sharing their views• In-depth round table discussions• All-day networking, in addition to dedicated networking breaks, lunches, and drinks reception

About Us:Prestel & Partner, with six well-established annual family office forum editions in Zurich, Dubai, Singapore, Wiesbaden, New York City, and London, is proud to be a global leader in providing private Family Office platforms for peer-to-peer networking, sharing, and learning opportunities on the most pertinent family office and investment themes.

Editorial Notes:We are editorially independent; our forum agendas are the result of extensive conversations and research with Single and Multi Family Offices, UHNWIs, thought-leading advisory firms and financial institutions on the most crucial and timely topics that keep family principals and their family offices awake at night and offer inspiration to them. We don’t take commissions and are committed to staying neutral.

Privacy Considerations:Our great respect for personal privacy ensures any attendees (including royals, billionaires, former heads of state, and Single Family Office Principals, CIOs and CEOs) enjoy the event with total data privacy.

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 non-commercial Multi Family Offices with the profiles of Principal, CEO, CIO, CFO, & COO.

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 and UHNWIs.

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

Family Offices & UHNWIs Forum Partners, Advisors Neutral

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.

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Prestel and Partner Family Office Forum Zurich Welcome Address08:45 - 08:50

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

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Registration and Networking Coffee08:00 - 08:45

Networking Luncheon in the Ballroom Foyer - Meet other Family Offices and UHNWIs12:30 - 13:40

Garden Salon 1 Garden Salon 2

Keynote on Leadership: Strong Lessons to be Learned from the Disadvantaged “The Power of Change from Within” - The advantages of being blind, and other inspiring stories. Paul Kronenberg, Founder, kanthari

08:50 - 09:10

Morning Networking Coffee and Refreshments - Meet other Family Offices and UHNWIs10:40 - 11:30

Conflict and Crisis: Harnessing Technology and Innovation • Responding globally to major challenges such as crisis, conflict, and refugees• Preventing the unwanted, such as violence or human rights abuse• Helping people to rebuild their livesConor Fortune, Deputy Director, Strategic Communications and External Affairs, Crisis Response, Amnesty International

14:10 - 14:40 Aviation: Investing in Operating Leasing in the World of Commercial AircraftJochen Baltes, Managing Director, GOALPeter Tschütscher, Senior Director, KGAL

Investment Know HowBridging Health Care’s Innovation Gap - the Need for Research and EducationDr. Bharath Takulapalli, Founder & CEO, INanoBio Inc.Tu

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Innovations for ImpactInsights from an Impact Investor - Case Study Agriculture in Madagascar • Creating jobs and infrastructure for low income communities whilst achieving returns• A documentary screening followed by Q&AJunte Wasmann, Entrepeneur, Investor

13:40 - 14:10 The Role of Technology for Family OfficesInvestment 4.0 - Capitalising on the Opportunities of the 4th Industrial Revolution • Discover how to navigate challenges and explore opportunities to capitalize on this• It’s about people, not technology• The importance of our ability to adapt to change Henrik von Scheel, Innovator

11:30 - 12:00Investment Know How Rethinking Manager Selection and Due Diligence for Family Offices• How do you select good managers?• What does “good manager” actually mean?• How do you differentiate skill and luck?• When is a good time to exit a manager?Cédric Kohler, Head of Advisory, Fundana

12:00 - 12:30

Creative and Critical ThinkingDealing with ‘Crisis’. Family Perspectives and Direct Case Studies • 1st case: Coming from a failed investment/distressed asset • What are the effects within the family, how to go about it and what it means for the management? Octavian Graf Pilati, Family Member, Sub Umbra

How to Act Wisely: The Inspiration Talk • Six lessons from Socrates and the ancient Greeks • An ethical framework for the digital age • Timeless virtues for human flourishing • The evolving wealth of the Western Civilisation Dr. Christoph Quarch, Philosopher, Author

Focus on Alternatives - A Group ConversationCédric Kohler, Head of Advisory, Fundana

Innovations for ImpactFamily Perspectives on Impact Investing• What drives business and financial families to invest for impact and which strategies do they use? • What are the challenges and lessons learned? • Does impact investment come at the expense of philanthropy?• How can the families move the needle in meeting the UN sustainability agenda 2030?Monique Bär, Private Impact Investor, Philanthropist; Founder, Arcas FoundationRudi Hilti, Member of the Board, Hilti Family Office; Founder, THE HUS.instituteIzabella Zwack, Board Member, Zwack; Founding Member, Club of BudapestModerator: Julia Balandina Jaquier, Founder, JBJ Consult and Katalyst

10:10 - 10:40 How Banks Trick You to Get Your Money Andreas Woitzik, Private Single Family Office

Creative and Critical ThinkingWhen a Recession Hits • Analytics on past recessions• Well-performing asset classes• Learn from famous non-family investors• Choosing a strategy: investment tips Elena Gertsberg, CEO, Private Single Family Office

Family Office Investment StrategiesPeter Tschütscher, Senior Director, KGALDr. Bharath Takulapalli, Founder & CEO, INanoBio Inc.Simon Swycher, Managing Director, Hg Real Estate

09:10 - 09:40Creative and Critical ThinkingGoodbye Linear Thinking • Examples technology transforming our business and personal lives• This digital and technological revolution demanding to adapt our way of thinking and developing an exponential mindset• With this new mindset and rising challenges ahead, how future leadership will lookStephan Balzer, Entrepreneur, Innovator

09:40 - 10:10 A Family Legacy Continuation from Pre- to Post-Liquidity Event • A family experience on how to sell the majority of a family group (there are plenty of lessons!)• ...and how a family branch invented a “creative solution” to work together with the new shareholders Chiara Medioli, Family Principal and Group Marketing Director, Fedrigoni

Investment Know HowKeynote Address: What Can We Expect from Investments in Private Debt Funds? • A quantitative look at this growing asset classPascal Böni, CEO, Remaco Asset Management


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Afternoon Refreshments and Networking in the Ballroom Foyer - Meet other Family Offices and UHNWIs15:40 - 16:20

Networking Drinks Reception in the Ballroom Foyer - Meet other Family Offices and UHNWIs18:10 - 19:30

14:40 - 15:10The Role of Innovation and Technology for Family OfficesBlockchain as a Competitive Advantage Matthew Le Merle, Co-Founder, Managing Partner, Fifth Era and Keiretsu Capital

Making Money Whilst Doing GoodCuisine de Bonheur – Fireside Chat with André Jaeger • How cooking and eating according to Zen Philosophy can help us to be happier• Shared thoughts of a highly acclaimed third gen chef, the first to bring Asian influences, cooking methods, and spices into European cuisineInterview by Michael von Stumm

Investment Know HowInvesting in Sub-Saharan Africa – what has worked and why, and what is likely to work in the future:• Large scale success stories and why they have worked: telecom, microfinance, and why rural electrification is still struggling after more than a decade• Liquid assets vs. direct investments (rather than private equity)• Considering context: infrastructure, market structures, financial markets, FOREX, hidden market barriers, culture• Promising business models with downstream inclusion (e.g. urban waste) and upstream inclusion (e.g. agriculture)Lothar Jakab, Director, Steinbeis Consulting Impact Investing

16:20 - 17:10Family Governance - Best PracticeSustainable Leadership Models Chris Casapinta, Managing Director, Alter Domus, Member of FinanceMalta

Making Money Whilst Doing GoodLegacy – New Transformational Mechanism for Developing Economies Ruben Vardanyan, Entrepreneur, Philanthropist

Investment Know How Due Diligence and Deal SourcingBest Practice from an Investor PerspectiveModerator: Bijan Foroodian, Family Principal

Investing in Risk Premia: Learnings from Leading Institutional Investors• What is risk? And which risks are investors compensated for? • Discover the challenges of conventional investments and how risk premia can be harvested in systematic ways• Learn from case examples from leading institutional investorsDr. Ralf Seiz, CEO, Finreon; Lecturer University of St. Gallen

15:10 - 15:40 The World’s Largest Historic Gains and Losses Connected to Heritage Families• Innovation in financial services, where are we?• Where is the money management industry going? • Famous entrepreneurial stories on the evolution of the investment management industry• An outlook on current innovation ventures along with their potentialMiquel Burguet, Research Associate, Systemic Risk Centre, LSE

How to Accelerate the Deployment of Climate-Restoring Technologies Stephan Nicoleau, Managing Director, FullCycle

Investment Know HowGold, Rare Earths, and Precious Metals - An Educational Overview• Discover rare earths’ ubiquity in our everyday lives and devices• Consider the global vacuum and crisis• Transform natural resources into industrial advantage Warren Durham, Headstream Capital Partners

17:40 - 18:10 The Green Industrial RevolutionMaking money while doing goodJochen Wermuth, Investment Committee Member, German SWF; Principal, WAM Family Office

Co-Investments as a Family Office or Private InvestorDr. Naim W. Al Jabari, CEO and Founder, Xross Investment

Current Trends in Residence and Citizenship PlanningJacopo Zamboni, Director, Henley & Partners

17:10 - 17:40 Investing in Innovation: Catering to the Aspirations and Expectations of the Next GenerationHear distinct perspectives from four next generation members of prestigious multigenerational families 4 Next Generation Members from Private FamiliesModerator: Dr. Fariba Hashemi, Lecturer, ETH Zurich University

Sustainable Investing through Forestry – A Case Study on the BalticsJoin an informal and interactive round table on the topic to explore and discuss opportunities.Peter Vind Larsen, Baltic Director, HD ForestReda Velde, CFO, HD Forest

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Registration and Networking Coffee09:00 - 09:20

Networking Luncheon in the Ballroom Foyer - Meet other Family Offices and UHNWIs12:30 - 14:10

Garden Salon 1 Garden Salon 2

Welcome Address for Day Two by Prestel & Partner09:20 - 09:30

Morning Networking Coffee and Refreshments in the Ballroom Foyer - Meet other Family Offices and UHNWIs11:00 - 11:30

11:30 - 12:00Our Sustainable Future as Your OpportunityInsights from 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 returns Dr. Maurizio Totta, Impact Investor, Entrepreneur

Private Equity & Direct InvestmentsDirect Investments: An Open Discussion• Strategic asset allocation and importance of direct investments• Alignment of family values, family governance and the investment policy • Direct deals and best practices in deal execution • Direct investment networksPeter Brock, Family Officer for 2 Families

Focus on Private Debt - Challenges Associated to Investing in Private Debt Funds• Address practicalities and specific questions around this asset class with your peersPascal Böni, CEO, Remaco Asset Management

12:00 - 12:30 No Charity: 40 years of Social Impact in Ethiopia - A Case Study • The Ethiopian landscape – in early 1980th and today• Founder story of „Menschen für Menschen“ (humans for humans)• Success factors of social impactDr. Sebastian Brandis, Speaker of the Board, Menschen für Menschen Foundation

Private Equity & Direct InvestmentsFraud in Private Credit Deals: A Case study• Walking through the real investment case step-by-step• Equity risks for the price of debt• Background check on a management team and owners of the business• Specifics of legislation in different European countries - how to deal with the differences• Shall co-investors know each other? Elena Gertsberg, CEO, Private Single Family Office

10:30 - 11:00 Combining the Investment Themes AgriTech, FoodTech and Cannabis• The use of Tech as a sustainable investment• A case study exploring the current Cannabis spaceDooma Wendschuh, Co-Founder, CEO, Province Brands of Canada

Our Sustainable Future as Your OpportunityMaking your Purpose Real: Impact Stories from African Agri-Entrepreneurs• How to make a difference in the life of an African farmer entrepreneur? Real impact stories from the ground, contrasting scopes and solutions for the long and winding rural roads to impact - What’s realistic? • How your family or office can move closer to the impact it is trying to achieveGuido Rutten, Program Manager, IDH The Sustainable Trade Initiative

Keynote Address: Feeling Alive - The Purpose of Business• The goal behind our goals• Where to find fulfillment• Suggestions for a life based on abundance• How to keep our passion burningDr. Christoph Quarch, Philosopher, Author

09:40 - 10:00

Investment Know HowClimate Impact Measurement: What’s Real and What’s HypeMichele Demers, Founder & CEO, Boundless Impact Investing

10:00 - 10:30

Leadership LessonsStonewalling Effects in Family Entities Dominik von Eynern, Family Principal, Blu Family Office

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Keynote Address: When Doing Good Runs in the Family, A Family Should Run the Business of Doing GoodShanu S. P. Hinduja, Hinduja Foundation

09:30 - 09:40

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The Ballroom Garden Salon 1 Garden Salon 2

Networking and Refreshments in the Ballroom Foyer - Meet other Family Offices and UHNWIs15:50 - 16:20

Closing Remarks from Prestel & Partner in the Ballroom16:20

End of the Zurich 2019 Edition16:30

14:50 - 15:20Futureproof Your Family OfficeHow To Destroy Your Family Wealth Succesfully - 130 Years of a German FamilyMaximilian Gehrmann, NextGen

Impact Investing: Current State and New Developments in the DACH Region & Globally - A Panel Discussion• Foundation of the German federal initiative for impact investing „Bundesinitiative Impact Investing“• New research findings: How to have real impact. Key impact themes where family offices lack investments• Practical examples and leading practices from a family office deploying capital with impactDr. Johannes Knorz, 4L Vision Impact Family OfficeDr. Julian Kölbel, Research Lead, Center for Sustainable Finance and Private Wealth (CSP), University of ZurichModeration: Peter Brock, Member Bundesinitiative Impact Investing / Family Officer for 2 families

15:20 - 15:50 Social Entrepreneurial Success Stories • How to solve social challenges through system change• How to bring together Social Entrepreneurs, Corporates, and Governments to achieve social impactDaniela Kreimer, Director, Ashoka Argentina, Uruguay, and Paraguay

Transitioning to Science-Based Investing in 2019-2020 • Science identifies a major denial of financial risk in stocks in global markets (not just climate-denial, but across-the-board)• Anthropomorphic models in economic textbooks, business schools and all financial algorithms, ETFs , indexes, etc. as the culprit• Practical and science based solutionsDr. Hazel Henderson, Founder, Ethical Markets

14:10 - 14:50Our Sustainable Future as Your OpportunityChanging the World with Impact Investments in Social Enterprises• Social and ecological innovations are needed to tackle the largest challenges of humanity (climate change, migration, poverty, etc.)• Social enterprises are a central driver of these innovations. Impact investors can make a significant contribution that these innovations reach their full potential and invest in early-stage social enterprises• These impact investments do not only offer the potential of a financial return, but they also support a measurable positive impact for our society and environmentDr. Markus Freiburg, Founder and CEO, Financing Agency for Social Entrepreneurship

Private Equity & Direct InvestmentsEntrepreneurial Private Equity and Direct InvestmentsThorsten Gohlke, Managing Partner, GFEP Family Equity

Participants

Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 012 13

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]

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

Family Offices and UHNWI enjoy free entry! *Our definition of a Family Office is a minimum of EUR150m 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


Forum Partners

Media Partners

New York, October 2020

100+ North American UHNWI and Family Offices meet.

Registration

Dubai, March 3rd-4th 2020

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

Singapore, May 4th-5th 2020

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

Wiesbaden, April 21st-22nd 2020

Join us when 140+ genuine* German-speakingFamily Offices meet.

Upcoming Editions Of The Family Office Forum Collection

Register Now

London, 15th-16th September 2020

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

Hong Kong, April 29th-30th 2020

“East meets West” where Chinese and Hong Kong-based Family Offices and UHNWIs exchange views with their European and US peers.

Baltic forest management since 1998

Reserve your place for the Family Office Forum Zurich12th-13th November 2019, The Dolder Grand


Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0 14

Cancellation policy

1. If you are unable to attend your place is transferable.2. Invoiced amounts are due in full. Prestel and Partner will not issue refunds.3. If you register but can not attend Prestel and Partner will provide you with conference documentation.4. Prestel and Partner reserves the right to amend the conference programme and schedule without notice.5. Prestel and Partner is not responsible for any costs occurring due to any changes or cancellations.

Privacy

Tick here if you do not wish to receive information from Prestel and Partner Ltd.

Registration

From August, 2019 Number

Both Days:

12th-13th November 2019€3090 + VAT

One Day Only:

12th or 13th November 2019€2590 + VAT

Total

Registration fee includes refreshments, coffee breaks, snacks, buffet lunch, drinks and conference documentation. Accommodation and travel is not included. VAT subject to government change.

Your contact details

Delegate name:

Title:

Company:

Address:

Country:

Telephone:

Email:

Permission granted by (name and signature):

How to register

In writing: Post us this form, or fax it to +44 (0) 20 3397139 1

Online: www.prestelandpartner.com in the section "Become a Delegate" or email [email protected]

By phone: +44 (0) 20 339 7139 0

Payment Details

Bank transfer: Prestel and Partner LtdAccount: 86457324, Sort code: 30-99-93,BIC: LOYD GB21132,IBAN: GB05 LOYD 3099 9386 4573 24

Payments due within 14 days of invoice date, and in advance of the Family Office Forum. For terms and conditions see www.prestelandpartner.com

* P&P 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.

For commercial multi family offices, advisors we offer a limited amount of tickets, please book yours: [email protected]

For any sponsorship opportunities, please contact: [email protected]

Register NowFree Admission for Family OfficesAre you a wealth owner, family principal or a C-suite executive of a genuine* Family Office? You have the privilege of free admission. Please contact: [email protected]

Documents

Family Office Forum Collection - Prestel and Partner · Zurich 2019 Edition - 12th-13th November, The Dolder Grand. Join 100+ Family Offices* and UHNWIs from all over the world, benefit