FAMILY OFFICES & ASSET MANAGEMENT SUMMIT
FORUM 2025

Cet évènement

Agenda

Intervenants

Partenaires

8h00 : Welcome coffee & Networking

9h00 : Opening Speech

Opening Speech

9h15 : 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...

9h55 : 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...

10h35 : Coffee break

11h00 : 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

11h30 : Keynote

11:30 AM11:45 AM

Keynote

11h45 : 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

12h30 : Lunch

14h00 : Keynote

Keynote

14h15 : 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

15h00 : 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

15h30 : Coffee break

16h00 : Workshops session III

Workshop room I

Workshops Session III - A

Workshop room 2

Workshops Session III - B

Workshop room 3

Workshops Session III- C

16h30 : 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

17h10 : 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

18h00 : Networking Cocktail

20h00 : Luxembourg Wealth Management Awards Dinner

(sur inscription)

Pré-inscription LWMA Dinner 2025

Pré-inscription LWMA Dinner 2025