Presentation

Registrations are open for the FBN Family Office International Forum held in Zurich, 25-26 September.
Co-hosted by FBN Switzerland and FBN International, the Conference will gather business family owners and their trusted C-suites to explore “Family Office, Owning the Unknown.”

 

Family offices serve as the epicenters of wealth management and stewardship, where financial process meets the complex dynamics of family ownership. We wish to explore the profound connection between Family Offices and Ownership, and how they contribute to the sustainability of family legacies looking at three key angles.

  • Long-term value creation, beyond the financial value - Total Family Capital Engagement
  • Generational cohesion - Redefining values, wealth & aligning ownership strategy & risk profile across generations
  • Education for family members

 

Who can attend?
The event is exclusively for FBN members:

  • Family owners/principals
  • Next-generation family members
  • Trusted non-family C-suite executives only if accompanied by Family Owners/principals.

Fee:
1 500 CHF per participants + 8,1% VAT
Please note that there will be no refund after 1st September 2024.

This fee includes:
Lunch, dinner, conference on 25 September

Lunch, conference, impact workshop and visit on 26 September

Registrations terms and conditions
 

PROGRAM HIGHLIGHTS

 

FAMILY OFFICE CASES

Learn from Family Office principals journeys including:

Serge de Ganay - Former Chairman Quilvest (Bemberg Family)

Regis Burrus - President Cadris SA (Burrus Family)
Benjamin & Julien Firmenich -  Anaïs Ventures

 

WORKSHOP BY IMD

Deep dive into your own family office case under the guidance of experts in the field. Join the workshop led by Peter Vogel, director of IMD and author of “The Family Office Navigator” and Marie-Christine von Pezold, Director FBN Switzerland and IMD affiliate.

 

FAMILY VISIT

Visit TX group, the leading Swiss Media group, and discover the family history behind the group. Hosted by Pietro Supino. 

IMPACT INVESTING WORKSHOP BY THE IMPACT OFFICE - Transforming Family Offices: Integrating Impact Investing for Multi-Generational Success 

This session is designed for those who recognize the importance of impact investing and are ready to take actionable steps towards incorporating it into their family office operations. Whether you are sceptical about the current financial systems or eager to learn about multi-generational investing, this event will provide valuable insights and practical guidance on how to transform your traditional Family Office into one that generates positive outcomes not only for your family, but also for the planet and society.

 

PRACTICAL INSIGHTS AND GLOBAL PERSPECTIVE

Be exposed to global perspective on the evolving role of Family Offices, highlighting innovative practices from around the world and providing a broader view of the potential for family businesses to make a difference.

 

SAFE NETWORKING

Engage with peers in a solicitation-free environment. The event is reserved for FBN members only, together with their trusted C-Suite.
 

EVENT TIMELINE

25 September
12.30-13.30 - Lunch
13.30-17.30 - Family case and workshop
19.00-22.30 - Dinner

26 September

08.00-8.30 - Welcome Coffee
08.30-12.00 – Family case and workshop
12.00-13.00 – Lunch

13:00-13:30 - Family case
13.30-15.00 – Impact Workshop
           15.30 - Transfer to TX Family visit from event venue
15.45- 18.30 - TX Family Visit
            18.30 - Transfer to Zurich city center

 

EVENT PROGRAM

25 September @ Zunfthaus zur Schmiden

 

Lunch - 12.30-13.30 @ Zunfthaus zur Schmiden  

13.30 - 14.00 - "Responsible Ownership at the Dawn of a New Era"
In partnership with FoX, facilitated by Peter Moustakerski, CEO Family Office Exchange (FOX)


As the post-WWII 80-year saeculum draws to a close and the world is about to enter the next big cycle, enterprise families are being reshaped by shifting demographics, historic wealth transfers, and a continually disruptive external environment. In this context, preserving and expanding the ever-more-complex family enterprise requires owners to embrace and master diversity, inclusivity, and purpose as they define the shared values, common vision, and joint undertakings that will propel the family one its multigenerational journey. This session delves into the dimensions and complexities of responsible ownership in today's world. We will discuss the importance of preparedness for family members as owners, leaders, or beneficiaries of a complex, evolving, and enduring family enterprise. 

 

14.00-15.00 - Family case - Regis Burrus, Chairman Cadris SA, Burrus family - "Owning the Unknown"
In partnership with IMD, facilitated by Dr Peter Vogel, Professor IMD
Family Speaker: Regis Burrus, Chairman Cadris SA, Burrus Family


We will learn from Regis Burrus, President of his FO who will share their 20+ years journey in structuring their family office in Switzerland and the lessons learned. 


15.00-15:30 - Coffee Break

15:30-16:30 - Workshop: "Navigating your family office for success" 

In partnership with IMD, facilitated by Dr Peter Vogel, Professor IMD & by Marie-Christine von Pezold, Director FBN Switzerland. Family Speaker: Regis Burrus, Chairman Cadris SA, Burrus Family


This workshop is designed to help you on your FO journey and resonate with the unique needs and goals of your family's legacy. We will break into two Expert-Guided Learning Paths:

  • Experienced families with over 5 years in FO management will join a collective learning experience, to find new avenues for acceleration and growth.
  • Aspiring family offices will receive direct support in crafting an actionable guide to building a sustainable and robust family office from the ground up. 

16.30-16.45 - Coffee Break

16.45-17:45 - "Your Future Ready Single Family Office"

In partnership with PwC, facilitated by Lisa Cornwell, Partner PwC Switzerland & by Stephan Gerwert, Head of PwC Fo Services.

We'll focus on the essential components for establishing a future-ready Single Family Office (SFO). We'll examine the current challenges facing SFOs and discuss common pitfalls encountered during the setup phase. The core of the session will explore the seven critical categories that determine the long-term success of an SFO. These categories form the foundation of the Family Office Diagnostics Tool, which systematically guides you through these key areas to ensure your SFO is prepared for the future, while also identifying any potential blind spots.

19.00-22.00 - Diner at Restaurant Terrasse -Terrasse Limmatquai 3, 8001 Zürich  
https://terrasse-zuerich.ch/en/


26 September @ Zunfthaus zur Schmiden  

08.00-08.30 - Welcome Coffee

08.30 - 12.00 - Family Office Case followed by roundtable discussions - Bemberg Group/Calista Direct Investors & Observatory
Speaker: Serge de Ganay, Executive chairman Calista Direct Investors, 5G Bemberg group / Facilitator: Alexis du Roy de Blicquy, CEO FBN International.

Serge de Ganay was until recently the Chairman of IAS/Bemberg Group. He is currently Executive Chairman of Calista Direct Investors, an independent PE/VC advisory and coinvestment firm dedicated to private investors and Single Family Offices.

The Bemberg Group is a 125 year-old Family Business investing in Industry and Finance. The Bemberg Group strategic assets and businesses include Private Equity (Quilvest Capital Partners) private banking (Quilvest Wealth Management) and one of the largest World Wide wine makers and distributors (Peñaflor). The Bemberg Group also holds some strategic investments in the pharmaceutical and food retail industries.

 

Session Part 1

At the turn of the century, the Bemberg family faced a transformative moment, selling their legacy brewery business to reinvest in wine through Penaflor and reinforce the financial activities. This marked a new phase of leadership under the next generation. The session will explore four key family challenges: managing shifting demographics, integrating next-generation members, transitioning from a single business to a diversified portfolio, and developing governance structures for representation and decision-making.

 

We will examine how the family, under the leadership of Serge De Ganay, navigated this transformation with the support of a unique virtual family office structure, delivering on alignment and cohesion, operationalizing their unity through education, HR, and other initiatives, which is featured in a recent interview.

 

This 75-minute session includes a 35-minute presentation and dialogue, followed by a 20-minute roundtable discussion and 20-minute group restitution.

 

Session part 2

This session delves into the evolution of family ownership within the Bemberg family, focusing on their approach to capital preservation, creation, and diversification. Over the past century, IAS/Quilvest has played a pivotal role as a family office in managing the family's wealth. We'll explore how the family strategically diversified across industry and finance, while maintaining their entrepreneurial spirit.

 

Today, Serge de Ganay is the chairman and partner of Calista, which is an advisory and investment firm dedicated to family offices in their development and investment strategy. Calista works on the generation of a dynamic between wealth preservation and wealth creation including developing operationally the PE/VC activities. To better advise clients, Calista developed “Observatoire”, a tool to understand the detailed insights from the family office world, largely a micro and private environment. 

 

The results of the recent Observatoire study, which includes insights from ca. 50 families regarding their challenges and development strategy expectations, will be shared in this session.

Rajaa Mekouar, CEO and Founder of Calista, with 25 years of experience in the industry, will also join the discussion.

 

This 75-minute session includes a 35-minute presentation and dialogue, followed by a 20-minute roundtable discussion and 20-minute group restitution.

 

12.00-13.00 - Lunch

13.00-13.30 - Family Office Case: Anais Venture,  "The Birth of a Family Office"

Family Speakers: Benjamin & Julien Firmenich, Anaïs Ventures

Moderator: Andrew Bryson, Chief Impact and Innovation Officer, FBN

 

Starting a new Family Office can be both an opportunity and a challenge, especially when it comes to getting all the principles aligned around a new direction and strategy. In this session you will learn how Benjamin and Julien Firmenich worked with their sister and father to create and launch their new family office, Anaïs Ventures, in the wake of their legacy family business merger with DSM. They will discuss why they wanted to continue working together, what values the family office was built on, how they developed their strategy, and their approach to building a portfolio across a variety of asset classes.

 

13.30-15.00 - Impact investing workshop, "Transforming Family Offices: Integrating Impact Investing for Multi-Generational Success" 
In partnership with The Impact Office, facilitated by Adela Villanueva & Risto Vayrynen, co-founder The Impact Office

This session is designed for those who recognize the importance of impact investing and are ready to take actionable steps towards incorporating it into their family office operations. Whether you are sceptical about the current financial systems or eager to learn about multi-generational investing, this event will provide valuable insights and practical guidance on how to transform your traditional Family Office into one that generates positive outcomes not only for your family, but also for the planet and society.

 

15.30 - Departure to TX Group by bus from event venue

15.45-18.30 - Family Visit, TX GROUP 
Hosted by Pietro Supino, Chairman and Publisher, TX Group

Visit TX group, the leading Swiss Media group, and discover the family history behind the group. TX Group forms a network of platforms and participations that offers users information, orientation, entertainment and assistance for everyday life on a daily basis. Its roots lie in journalism with the diverse newspapers of Tamedia and the free media of 20 Minuten. The portfolio is complemented by the advertising marketer Goldbach. TX Group is an anchor shareholder of the SMG Swiss Marketplace Group and JobCloud, holds majority stakes in Doodle and Zattoo and is an investor in the fintech sector through TX Ventures. Overall TX Group reaches 80% of all people living in Switzerland on a regular basis, and 66% of them read a newspaper or magazine published by the group. Founded in 1893, the company has been listed on the Swiss stock exchange since 2000." 

18.30 - Bus return to Zurich
 

EVENT VENUE

Zunfthaus zur Schmiden

Marktgasse 20

CH-8001 Zurich

https://www.zunfthausschmiden.ch/en/

 

With its central location in the middle of Zurich’s Old Town, you can reach the Zunfthaus by foot in 10 minutes from Zurich Main Station or Stadelhofen Station.

RECOMMENDED HOTELS

4* boutique hotels (central / close to Zunfthaus)

5* hotels centrally located

 

“modern / hip” hotel located between old town and TX Group (so probably less convenient):

https://www.citizenm.com/hotels/europe/zurich/zurich-hotel

 

CONTACT

Should you have any question, please do connect with Christine Gaucher - christine.gaucher@fbn-i.org

25 September 2024, 12:30

Zurich

12 Speakers

Speakers

Regis Burrus

Chairman
Cadris SA
Régis Burrus has been Chairman and Managing Director of Cadris SA, a singlefamily office, since 2011. He is also President of the Novandi Foundation, family foundation dedicated to youth & education. https://www.fondation-novandi.org/ He started his career in 1990 working for 12 years for large private telecommunication groups (Ascom-CH, Vivendi/SFR-FR, Vebacom-DE) in the marketing and business development department and since 2002 as an associate of two start-up companies in the software industry until 2011. He has also been a member of the board of directors of other Swiss companies. Régis is also involved with several charities focusing on young people and their education. He studied business economics in Switzerland and has an MBA degree from EDHEC in Paris. Régis is married and has four children. Régis is the oldest child in his family. He has a brother and a sister who are also both board members of the family office and the family foundation together with their mother. 

Benjamin Firmenich

Vice-Chairman
Impact Finance
Benjamin has 13 years’ experience in impact investing. His firm, Impact Finance, has disbursed, since October 2011, $360 million in high impact food value chains. Benjamin is head of impact and is a member of the investment committee. He developed Kharmax Impact Monitoring System, the company’s proprietary tool to enable portfolio companies to report on impact. Benjamin serves on the board of Stellar Impact, the private equity impact investing arm of a Belgian family and is member of the jury of IMD-Pictet Sustainability in Family Business Award. Following the merger of his family business Firmenich with the Dutch listed company DSM in 2023, Benjamin, together with his brother Julien and sister Yasmine have created Anaïs Ventures, a new family business taking the shape of an investment firm based on 4 values: Independence, Impact, Familiness and Excellence. He lives in Geneva with his wife and two kids and enjoys sailing, skiing and improv.

Serge de Ganay

Executive Chairman
Calista Direct Investors - 5 G Bemberg Group, France
Serge de Ganay is currently Executive Chairman of Calista Direct Investors, an independent PE/VC advisory and coinvestment firm dedicated to private investors and Single Family Offices. Serge de Ganay was until recently the Chairman of IAS/Bemberg Group. The Bemberg Group is a 125 year-old Family Business investing in Industry and Finance. The Bemberg Group strategic assets and businesses include Private Equity (Quilvest Capital Partners) private banking (Quilvest Wealth Management) and one of the largest World Wide wine makers and distributors (Peñaflor). The Bemberg Group also holds some strategic investments in the pharmaceutical and food retail industries. Serge de Ganay is the former Chairman of Quilvest Wealth Management. Serge de Ganay sits on the Board of Directors of Château Latour in Bordeaux. He is also a member of the Sotheby’s International Advisory Board, Director of the International Council of the Museum of Modern Art (MOMA) in New York and Member of the Board of the Bemberg Foundation and its museum in Toulouse. Prior to join the Bemberg Group, he founded and managed Group G, a consulting company dedicated to strategy and organization. He is the author of various studies and articles on the evolution of the financial sector and new trends in management, in particular around the theme of family business. He is regularly quoted in the business press. He is also a speaker in various institutions such as INSEAD, the Harvard Club and the European Parliament. He holds an MBA from Boston University and has headed a Business Strategy Graduate Program at La Sorbonne for 10 years. Married, father of 3, he plays various sports and takes a great interest in the world of Arts.

Peter Vogel

Professor
IMD
Peter Vogel is Professor of Family Business and Entrepreneurship and holder of the Debiopharm Chair for Family Philanthropy at IMD Business School in Lausanne. He is also the Director of IMD Global Family Business Center.    In his research, teaching and advisory work, Peter works with families, owners, board members and executive teams of family enterprises and family offices globally. The focus of his work is around governance, change management, strategy and organizational renewal, succession planning and management, board and leadership development and last but not least how to foster entrepreneurialism.    ​Peter has published in peer-reviewed academic journals such as Entrepreneurship, Theory and Practice, has written a number of books and book chapters as well as scientific and practitioner-oriented reports. His work is frequently referenced by leading newspapers and other media outlets, such as Harvard Business Review, CNN, Huffington Post, Forbes, Financial Times, Techcrunch, amongst others. He is a sought-after speaker, having spoken at TEDxLausanne, the Global Economic Symposium, the Family Matters Forum, the Family Business Network Global Summit, the Swiss Economic Forum, the G20 Young Entrepreneurs’ Alliance Summit, the St. Gallen Symposium, among many others.    Prior to joining IMD, Peter served as Director of Custom Programs and Business Development at the Executive School of University of St.Gallen, as Assistant Professor of Technology Entrepreneurship at the University of St.Gallen, as well as Managing Director of the Center for Entrepreneurship and the Swiss Startup Monitor Foundation.    ​Peter is the founder and non-executive Chairman of the Delta Venture Partners AG and is an Associate Partner of the Cambridge Family Enterprise Group. He is part of the expert network of the World Economic Forum (WEF), is an alumni of the Forum’s Global Shapers community. He is part of the Futurework Forum, a global think-tank focused on the future of the world of work. He features among the “Top 100 Family Influencers” globally by Family Capital.     ​Peter earned his Ph.D. in Entrepreneurship from the Management of Technology and Entrepreneurship Institute of the École Polytechnique Fédérale de Lausanne, and an MSc and BSc in Engineering from the Swiss Federal Institute of Technology as well as the Georgia Institute of Technology. 

Marie-Christine von Pezold

Director
FBN Switzerland
Marie-Christine von Pezold is an independent consultant specialising in family governance and strategic estate planning. Through her activity, she helps entrepreneurial families to achieve the optimum balance between their economic, social and environmental responsibilities to build and maintain sustainable firms and strong family units.   In addition to her private mandates, Marie-Christine is in house Consultant for the Lombard Odier Family Governance Services and Director of the Family Business Network Switzerland.   She has internationally recognised expertise in the drafting of family charters for numerous family businesses, and works regularly with Professor Christine Blondel (INSEAD), Professor Peter Vogel (IMD) and the Hochschule Luzern (HSLU.)   Marie-Christine began her career at the International Committee of the Red Cross (ICRC) and then joined the Family Business department at Banque Lombard Odier in Geneva.   Marie-Christine holds a Master’s degree in Law from the University of Innsbruck and the Complutense University of Madrid and a Master’s degree in International Relations from the London School of Economics.

Pietro Supino

Chairman & Publisher
TX Group (Goldbach, 20 Minuten and Tamedia)
Pietro Supino is Publisher in fifth generation and Chairman of TX Group, founded in 1893 mainly active in publishing (Tamedia and 20 Minuten), advertising (Goldbach) and marketplaces (Jobcloud and Swiss Marketplace Group). He studied at the University of St. Gallen, the London School of Economics and Political Science and the Columbia School of Journalism in New York, where he is a member of the Board of Visitors. Pietro Supino is a descended of the founder Wilhelm Girardet and a member of the family shareholder pool holding the majority of the stock exchange listed company.   TX Group forms a network of platforms and participations that offers users information, orientation, entertainment and assistance for everyday life on a daily basis. Its roots lie in journalism with the diverse newspapers of Tamedia and the free media of 20 Minuten. The portfolio is complemented by the advertising marketer Goldbach. TX Group is an anchor shareholder of the SMG Swiss Marketplace Group and JobCloud, holds majority stakes in Doodle and Zattoo and is an investor in the fintech sector through TX Ventures. Overall TX Group reaches 80% of all people living in Switzerland on a regular basis, and 66% of them read a newspaper or magazine published by the group. Founded in 1893, the company has been listed on the Swiss stock exchange since 2000.

Adela Villanueva

Co-founder The Impact Office
Adela is an experienced executive and entrepreneur at the intersection of innovation, technology, sustainability, and impact investing. She co-founded The Impact Office, a group of Now Gens’ deploying capital for good, and founded ALKELIO to drive responsible growth and positive change through open innovation & investments. Adela is an advocate of biomimicry, systems thinking and ‘conscious’ approaches. With a proven track record, she has transformed businesses and people globally, from Fortune 500 companies to startups towards responsible growth & impact. Adela is a certified design thinker & innovator by Stanford, PE/VC investor by Harvard Business School, and MBA lecturer on innovation & entrepreneurship.  

Risto Vayrynen

Co-founder The Impact Office
Risto founded The Impact Office, a group of Single Family Office principals channeling private capital towards the SDGs. A seasoned entrepreneur, he's initiated multiple start-ups, held prominent C-suite and board roles, and served as a Managing Partner at a Geneva-based investment management company. Formerly leading the World Economic Forum's Family Business Community he's now an Ambassador for the Family Business Network, championing Family Business Sustainability. An alumnus of the EDHEC Business School, he holds an MBA focused on Family Business.

Peter Moustakerski

CEO Family Office Exchange (FOX)
Peter Moustakerski is CEO of Family Office Exchange (FOX), the premier resource for families managing private enterprises and family wealth across generations. For over 30 years, FOX has been recognized as the industry’s most exclusive, innovative, and influential community for peer networking and learning, and has provided independent insights, expert guidance, and practical solutions to complex problems related to family transitions and family wealth.​ Peter has spent more than 25 years as a C-level strategist and executive across a variety of industries, including wealth management, capital markets, and technology. He is a former family office executive and FOX member, management consultant, and entrepreneur. He has served as a strategy, innovation, and growth leader for a number of private and public companies and founded two start-ups in New York City and China.​

Stephan Gerwert

Head of PwC FO Services
Stephan Gerwert has been advising ultra-high-net-worth individuals, families and family offices in various functions for almost 20 years now. Starting out with UBS Wealth Management in Germany he moved on to lead a single family office in Switzerland. Before joining PwC Germany as Head of Family Office Services, he built up a digital marketplace for direct investments exclusively for family offices as a start-up entrepreneur. PwC Germany offers a holistic, multidisciplinary and international advisory approach for families with and without a family office. Projects usually involve a broad variety of services from tax & legal and cyber security to digital wealth reporting, wealth manager selection and challenges in asset classes such as real estate and corporate investments.  

Lisa Cornwell

Partner PwC Switzerland
Lisa is a Partner in Switzerland leading our private wealth team working with International private clients and family offices. She has over 20 years advising some of the world’s largest and most complex family groups.She specializes in establishment of family wealth holding vehicles (including family offices) and supporting families to ensure their family offices are fit for purposes on an ongoing basis.

Julien Firmenich

CEO of Anaïs Ventures SA
Anaïs Ventures
Julien obtained his Master's degree in economic sciences at HEC Lausanne in 2001 and an MBA from INSEAD in 2008. Julien began his career at Rolex in New York as Management Trainee, where he was exposed to different departments of the company. After his MBA he joined Autium Private Limited in Singapore as a partner and Director of Operations, where he spent three years developing the company. Julien also worked for over fifteen years at Firmenich SA in various positions within the Perfumery and Ingredient divisions. Among its mandates were the product and portfolio management of the ingredients portfolio, as well as the commercial management of new ingredients issued from the R&D division of the company. In 2022, following the merger of Firmenich and DSM, Julien founded with his close family the investment company Anaïs Ventures SA, based in Geneva, and of which he is became the CEO. Julien is 45 years old, is of Swiss nationality, is married and father of three daughters. Outside office hours, Julien set up the Ylliam 17 team to compete on the TF35 catamaran foiling circuit.

Location

Zunfthaus zur Schmiden - Marktgasse
20 CH-8001 Zurich
Switzerland