FAMILY OFFICES & ASSET MANAGEMENT SUMMIT

FORUM 2025

This event

Agenda

Speakers

Partners

8:00 am: Welcome coffee & Networking

9h00 : Opening Speech

Opening Speech

9:15 am: Panel 1

Panel I - Co-Investments and Direct Investments: Mindset, Tools, and Strategic Partnerships

Family offices are redefining their strategies with a more direct and collaborative approach. This panel delves into the evolution of their role, the support of asset servicers and ManCos in...

9:55 am: Panel 2

9:55 AM10:35 AM

Panel II - Responsible Investing and Strategic Philanthropy: A New Era of Maturity

As responsible investing reaches a new stage of maturity, this panel examines how family offices balance impact and pragmatism. Discussions will focus on navigating regulatory challenges, meeting...

10:35 am: Coffee break

11:00 am: Workshops Session I

Workshop room I

11:00 AM11:20 AM

Workshops Session I - A

Workshop room 2

11:00 AM11:20 AM

Workshops Session I - B

Workshop room 3

11:00 AM11:20 AM

Workshops Session I - C

11:50 am: Keynote

11:30 AM11:45 AM

Keynote

11:45 am: Panel III

11:45 AM12:25 PM

Panel III - NextGen Family Entrepreneurs: Innovation, Legacy, and Disruptive Models

The next generation of family entrepreneurs is reinventing business models by balancing innovation and respect for family values. This panel highlights governance challenges, success stories, and...

Joaquim De la Cruz

Rodolphe Frerejean Taittinger

Founder & CEO, French BloomChampagne Frerejean Frères

BitwiseRegional Director, Investment Strategy - Europe

12:30 pm: Lunch

2:00 pm: Keynote

Keynote

2:15 pm: Panel IV

Panel IV - Geopolitics and Liquid Investments: Agile Strategies in an Unstable Environment

Geopolitical tensions are reshaping the landscape of wealth management. This panel offers solutions to diversify portfolios, protect assets, and capitalize on opportunities in an environment marked...

Gregory Bory, CFA

AllspringChief Investment Strategist, Fixed Income

Zulmiro Da Costa

Vitis LifeChief Commercial Officer

Jean-Marc Spitalier

Clerville Family OfficePartner

3:00 pm: Workshops session II

Workshop room I

Workshops Session II - A

Gregory Bory, CFA

AllspringChief Investment Strategist, Fixed Income

Workshop room 2

Workshops Session II - B

Workshop room 3

Workshops Session II - C

Moneta AMAnalyste gérant, co-gérant des fonds millésimés MME2026, MME2027, MME2028 et MME2029

3:30 pm: Coffee break

4:00 pm: Workshops session III

Workshop room I

Workshops Session III - A

Workshop room 2

Workshops Session III - B

Workshop room 3

Workshops Session III- C

4:30 pm: Panel V

Panel V - Cross-Border Wealth Management: Tackling Complexity to Maximize Value

In a constantly evolving fiscal and regulatory environment, this panel explores solutions to efficiently structure international wealth, optimize taxation, and turn regulatory constraints into...

Stéphane Pardini

QuintetHead of Wealth Management

5:10 pm: Panel VI

Panel VI - Private Equity and Alternative Assets: Exploring New Frontiers in Diversification

Private equity and alternative assets, including cryptocurrencies, are redefining investment opportunities. This panel explores innovative strategies for diversification and highlights emerging...

Romain Afflelou

YadayCo-Founder

Utmost Wealth SolutionsDeputy Sales Director Europe

Alexander Schmidt

V+V CapitalManaging Director Investments | Single Family Office

6:00 pm: Networking Cocktail

8:00 pm: Luxembourg Wealth Management Awards Dinner

(upon registration)

Pre-registration LWMA Dinner 2025

Pre-registration LWMA Dinner 2025