EVENT PROGRAM
25 September - Afternoon Sessions - 13.30-17.30
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.
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, President Cadris SA, Burrus Family
This workshop is designed to help you create or refine a plan that resonates with the unique needs and goals of your family's legacy.
- We will have the privilege of Regis Burrus, the President of his family foundation to share their 20+ years journey in structuring their family office in Switzerland and the lessons learned.
- 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.
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.
26 September - Morning Sessions - 08.30-12.00
Family Business Case and 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 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,
How to align family shareholders behind investment strategy?
In partnership with FoX, facilitated by Peter Moustakerski, CEO FoX
In today’s complex financial landscape, achieving alignment among family shareholders on a unified investment strategy is essential for sustaining long-term success and family cohesion. This session will address the unique challenges and opportunities that arise when creating a shared vision that honors both the family’s core values and financial objectives. We will explore strategies for effective communication, the critical role of transparency, and methods to harmonize diverse perspectives within the family. Attendees will learn how to build consensus, foster trust, and ensure that all stakeholders are engaged and committed to an investment approach that preserves and grows the family’s wealth and legacy across generations.
26 September - Afternoon Sessions - 12.00-13.00
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
Family Speaker: Benjamin Firmenich, vice-chairmain Impact Finance, Firmenich Family
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.
26 September - Family Visit -TX GROUP - 15.30-18.30
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."