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.
GeorgeBory, CFAAllspringChief Investment Strategist, Fixed IncomeZulmiroDa CostaVitis LifeChief Commercial OfficerEricLauriExane Asset ManagementCo-responsable de la gestionJean-MarcSpitalierClerville 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.
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.
RomainAfflelouYadayCo-FounderAlejandraMuguiroKlarphosDirector of Alternative InvestmentsAlexanderSchmidtV+V CapitalManaging Director Investments | Single Family OfficeFrankSickmanASCOT INVESTMENTSDirectorJurgenVanhoenackerExecutive Director, Sales & Wealth StructuringUtmost Wealth Solutions
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.
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.
This panel sets the stage for the conference by diving into the shifting priorities of Owners, Founders & Families. From geopolitical transformations and macroeconomic challenges to the rise of new asset classes and direct investments, we will explore how today’s wealth leaders are navigating uncertainty to reshape their strategies and seize emerging opportunities.
