Family Offices & Asset Management Summit 2025

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

Mar 18, 2025 — 04:30 pm - 5:10 PM
Main stage

This event

Agenda

Speakers

Partners

Thematique

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

Presented by:

Signatures

The other sessions

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Workshop room 3
3:00 PM3:20 PM

Workshops Session II - C

Raphael LucetMoneta AMAnalyste gérant, co-gérant des fonds millésimés MME2026, MME2027, MME2028 et MME2029
Workshop room I
3:00 PM3:20 PM

Workshops Session II - A

Gregory Bory, CFAAllspringChief Investment Strategist, Fixed Income
Main stage
9:55 AM10:35 AM

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

Description
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 performance expectations, and exploring how philanthropy can align with family values. Innovative approaches to maximize both societal and financial outcomes will also be highlighted.
Main stage
5:10 PM5:50 PM

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

Romain AfflelouYadayCo-FounderDavid LiebmannUtmost Wealth SolutionsDeputy Sales Director EuropeAlexander SchmidtV+V CapitalManaging Director Investments | Single Family Office
Description
Private equity and alternative assets, including cryptocurrencies, are redefining investment opportunities. This panel explores innovative strategies for diversification and highlights emerging trends shaping the future of family office portfolios.
Main stage
11:45 AM12:25 PM

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

Joaquim De la CruzFlanksCEORodolphe Frerejean TaittingerFounder & CEO, French BloomChampagne Frerejean FrèresRonald RichterBitwiseRegional Director, Investment Strategy - Europe
Description
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 future perspectives.
Main stage
2:15 PM2:55 PM

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

Gregory Bory, CFAAllspringChief Investment Strategist, Fixed IncomeZulmiro Da CostaVitis LifeChief Commercial OfficerJean-Marc SpitalierClerville Family OfficePartner
Description
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 by international uncertainties.
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