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PROGRAM            SPEAKERS            PARTNERS            MEDIA


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

09:00 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)

09:50 AM - 10:10 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

Look after your health as well as your wealth

10:10 AM - 10:30 AM

Health and wellbeing are so often overlooked by business families, despite being paramount to generational continuity. How can we be proactive about these issues?

Networking Break / One-to-One Meetings

10:30 AM - 11:00 AM


Where is the World Headed? A Futurist’s View

11:00 AM - 11:30 AM

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

11:30 AM - 12:10 AM

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Jonathan Ordway Fackelmayer

Chairman & Managing Partner, Ordway Selections (SFO)

Pavel Ermoline

Investment Director, Moonfare

Real Estate: Adapting to an Evolving Sector

12:10 PM - 12:30 PM

In this keynote presentation we hear insights from a leading Real Estate investor on how changes in the sector are creating new opportunities for family offices.

Networking Lunch

12:30 PM - 14:00 PM


Family Office Venture Investing

14:00 PM - 14:40 PM

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Angela De Giacomo

Chief Investment Officer, Evalue Family Office (SFO)

Guy Vande Vyvere

Managing Partner,
Vybros NV (SFO)

Vishal H. Kewalramani

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

Technology & Innovation: Investing at the Cutting Edge

14:40 PM - 15:20 PM

- What are the most exciting innovations in the technology sector right now and how will these innovations reshape industries and transform the world we live in?
- Can impact and technology be intertwined? Are new technological breakthroughs bringing positive change and what responsibilities do we bear as investors?
- In which geographic markets do we see the most promising breakthroughs and innovations in technology and why? Where should we be deploying our capital?
- A look into the future. Where will the world be in 10 years’ time?

Carbon Models - Huge Potential for Entrepreneurial Investors

15:20 PM - 15:40 PM

Networking Break / One-to-One Meetings

15:40 PM - 16:00 PM


Roundtable Discussions

16:00 PM - 17:00 PM

With peer learning and interaction in mind, these 60-minute breakout sessions are designed to promote the sharing of experiences and knowledge in a very intimate setting.


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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Stephen Lawrence

Chairman & CEO,
Sadel Group (SFO)


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Fernando Russo

Founder, Meraki Impact (SFO)

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Alexandra Korijn

Chair of the Board of Directors, Toniic

Cocktail Reception & Gala Dinner

19:00 PM - 22:00 PM


Come together on the first night of the conference to celebrate the World Family Office Forum | Europe. Enjoy the company of your fellow delegates with vistas of the soaring alps surrounding Lac Leman.

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

Aquaculture: Promoting Sustainable Life Below Water

09:50 AM - 10:20 AM

An exploratory look at why aquaculture and marine conservation presents an interesting avenue for family offices involved in impact investing.

Healthcare Investments as a Family Office

10:20 AM - 11:00 AM

- What emerging trends are we seeing in healthcare? A look at biotechnology, digital health, telemedicine, personalized medicine and more.
- Assessing risk and evaluating potential returns in healthcare investments.
- Impact in healthcare. How these investments fit within an impact portfolio.
- A look into the future. How will technology change the healthcare sector?

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

11:30 AM - 12:10 PM

- What are the risks and opportunities associated with investing in digital assets?
- A look at the current and anticipated regulatory frameworks for digital assets, and how might these impact the investment landscape.
- What is the potential for blockchain (e.g., supply chain management, digital identity), and how might this impact the broader investment landscape?
- How are institutional investors approaching the digital asset landscape, and what lessons can family offices learn from their experiences?

Closing Thoughts from a Family Office Principal

12:10 PM - 12:30 PM

We sit down with one of our family office attendees to summarise the discussions of the event, understand their key takeaways and explore how they envision the future and what opportunities and challenges they expect to face in the coming year.

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

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