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PROGRAM            SPEAKERS            PARTNERS            MEDIA

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June 26-27, 2023       
Fairmont Le Montreux Palace Hotel, Montreux, Switzerland

The program

"Knowledge shared is knowledge multiplied."

Explore the latest investment trends and gain practical insights on family governance, succession, next-generation leadership, impact investing, philanthropy and much more at the World Family Office Forum | Europe 2023.

JUN 26

JUN 26


Registration, Breakfast, Networking

08:00 AM - 09:00 AM

The Family Business: Managing Relationship Dynamics, Understanding the Rising Generation and Dealing with Transition

09:10 AM - 09:50 AM

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Dr. Sonja Kissling

Family Business Advisor, Attorney-at-Law LL.M., Mediator, Family Business Matters

Eric Sarasin

Chairman of the Board, The Singularity Group, Member of the Board, 1875 Finance

Meher Pudumjee

Chairperson, Thermax Ltd.

Kydd Boyle

Co-Founder, Horizons Community

Wealth Matter(s)

10:00 AM - 10:30 AM

What are the 7 hazard zones we should always be mindful of as wealth-owners and how can we manage each of these efficiently and effectively?

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Ida Beerhalter

Co-Head, IOME Family Office

Networking Break / One-to-One Meetings

10:30 AM - 11:00 AM


Constructing a Family Office Portfolio in 2023: Trends and Investment Strategies to Consider During Turbulent Times

11:00 AM - 11:40 AM

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Jonathan Ordway Fackelmayer

Chairman & Managing Partner, Ordway Selections (SFO)

Simon Hopkins

Chairman, East West Private Wealth

Pavel Ermoline

Investment Director, Moonfare

Baldwin Berges

Investment Strategist

11:40 PM - 12:00 PM

The Great Reset: The Empire Strikes Back. Rethinking Your Traditional Fixed Income


Sonny Saksena

Partner, Maihar Group (SFO)

Networking Lunch

12:00 PM - 13:30 PM


Family Office Venture Investing

13:30 PM - 14:10 PM

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Daniella Kranjac

Guy Vande Vyvere

Angela De Giacomo

Founding GP, Dynamk Consulting

Managing Partner,
Vybros NV (SFO)

Chief Investment Officer, Evalue Family Office (SFO)

Dr. Udo Bröskamp

Vishal H. Kewalramani

Founder, MD & Owner, Schumpeter Ventures

Founder, Chairman & CEO, The Valkin Group (SFO)

Technology & Innovation: Investing at the Cutting Edge

14:10 PM - 14:50 PM

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Kristian Øvsthus

Managing Partner, Idékapital

David Pinkerton

CEO, Alpha Leonis Partners

Toby Ruckert

Director, InnovaRich Inc.

Carbon Models - Huge Potential for Entrepreneurial Investors

14:50 PM - 15:10 PM


Dr. Udo Bröskamp

MD, Schumpeter Ventures & FineVest AG


Investing in Winning Tech Companies - Riding the Wave of Smarter Digitisation

15:10 PM - 15:30 PM

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Duco Sickinghe

Managing Partner, Fortino Capital


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Networking Break / One-to-One Meetings

15:30 PM - 16:00 PM


Roundtable Discussions

16:00 PM - 17:00 PM

Table 1: Business models related to the new Global Greenhouse Gas Watch from WMO

Dr. Udo Bröskamp, Founder, MD & Owner, Schumpeter Ventures & FineVest AG

Table 2: Leveraging Private Cloud IT: Maximizing Value, Cyber Security, and Regulatory Compliance for Family Offices

Hossein Fezzazi, Chief Operating Officer, Penta
Lester Pinto, Regional Manager, Penta
Peter Philp, Senior Manager Service and Communications, Penta

Table 3: Mastering Secondaries in Private Markets: Palico's Expert Guide with Best Practices, Market Trends, and Pricing Insights

Christopher Jeffery, General Manager, Palico SAS

Table 4: Opening up the Cryptoasset and DLT Growth Story

Stuart MacDonald, Chairman, Aaro Capital

Networking Break / One-to-One Meetings

17:00 PM - 17:30 PM


The Future of Food

17:30 PM - 18:10 PM

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Christina-Anne Kyosti

Chairwoman, ViaTalenta Group (SFO)

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Fernando Russo

Founder, Meraki Impact (SFO)

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Stephen Lawrence

Chairman & CEO,
Sadel Group (SFO)



Baldwin Berges

Investment Strategist

Cocktail Reception & Gala Dinner Hosted by Jetfly & CaptainJet

19:00 PM - 22:00 PM

Come together on the first night of the conference to celebrate the World Family Office Forum | Europe and enjoy the company of your fellow delegates in the beautiful Salle des Fêtes. The evening, hosted by Jetfly & CaptainJet, will include a special performance from award winning Dutch magician and mentalist Tim de Vos.


JUN 27


Registration, Breakfast, Networking

08:00 AM - 09:00 AM

Making Sense of Impact Investing

09:00 AM - 09:50 PM

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Giorgiana Notarbartolo

Impact Investor (SFO)

Frank Tobé

Board Member,
DOB Equity (SFO)


Kieron Boyle

CEO, Impact Investing Institute

Lucy Hambro

Co-Founder, THE ARK

Dr. Alexander Domin

Partner & Co-Head,
Trill Impact Ventures

Networking Break / One-to-One Meetings

11:00 AM - 11:30 AM


Crypto, Blockchain, and Beyond: A Family Office Perspective on Investing in Digital Assets

10:50 AM - 11:20 PM


H.S.H. Princess Alessandra von Bismarck

CFO, Bismarck Family Office (SFO)


Joost van der Plas

Managing Partner, Maven 11

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Anatoly Crachilov

Chief Executive Officer, Nickel Capital Partners (SFO)

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Stuart MacDonald

Chairman, Aaro Capital

A Smile on A Million Faces

11:20 AM - 11:40 AM

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Folabi Esan

Partner, Adlevo Capital

Generational Gems: Building a Sustainable Legacy Beyond Family Wealth

11:40 AM - 12:00 AM

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Sophie Khau

Managing Director, Mastery Holdings (SFO)

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Sylvie Khau

Director, Mastery Holdings (SFO)

Networking Lunch

12:00 PM - 13:30 PM

Day 2

Apply to attend

Delegate participation is reserved for family business owners, next-gen leaders, private family office principals and their senior management teams.

If you fall within this category and would like to be invited to the event, please contact us at

Partner with us

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