International Family Office Summit: Investor Insights

Stonehage Fleming, Pictet Wealth Management, Morgan Stanley Wealth Management, UHNWIs and single family offices took part in this exclusive Summit.

We thank all the speakers, delegates and VIP guests for taking part in the first International Family Office Summit! We hosted delegates from the UK, Switzerland, the US, Canada, countries of Eastern and Western Europe, Asia and Africa, and received excellent feedback from the attendees. This timely Summit was organised in partnership with Family Office Magazine – a premium quality magazine that caters to the ultra-wealthy Family Office sector. The Summit brought together family offices, HNWIs, wealth management firms, private banks, wealth professionals and advisors.

Don’t just take our word for it, see Summit testimonials here.

Among topical discussions and presentations at the Summit were:

  • Multi-generational wealth planning, succession, family governance – what are the key trends?
  • Key trends in family offices: pandemic and post pandemic. Opportunities and challenges of the digital era
  • ESG/Impact/ Sustainable investing – a growing trend? What is in it for private investors?
  • Philanthropy versus impact investing
  • Art investment in the digital age. NFTs (non-fungible tokens) revolutionising the world of art investment
  • Trends in relocation of UHNWIs during and after the pandemic
  • Pros and cons of investing in cryptocurrencies and in blockchain technologies: lessons learnt so far by family offices and private investors
  • Venture capital investments and Pre-IPO investments
  • Latest trends on the equities markets, debt markets and in hedge funds
  • Asset allocation trends in family offices: are we seeing shift from traditional to alternative asset classes?
  • And more

OUR STELLAR SPEAKER LINEUP INCLUDED:

William Atha, SSenior Vice-President & Family Wealth Director, Wealth Advisor, Morgan Stanley Wealth Management
Julie Gauthier, Director, Stonehage Fleming Family Office
Warren Cohn, Senior Vice-President, Wealth Advisor, Family Office & International Client Advisor, Morgan Stanley Wealth Management
Rosa Sangiorgio, Head of ESG, Pictet Wealth Management
Mitzi Perdue, Author, Entrepreneur, Principal, Private Single Family Office
Ty Murphy, Due Diligence Art Advisor, NFT Advisor, Publisher, Family Office Magazine, Art & Museum Magazine
Dame Sheila Barry Driscoll, CEO, Driscoll Ventures, Co-Founder, The Billionaire Foundation, Founder, Sheila B. Driscoll Foundation
Roberto Alcalde, Private Investor, Art Collector, Founder, Control SAM Family Office
Shaina Haria, Legal Researcher, Writer and Moderator, Family Office Magazine
Fleur Heyns, CEO, Proof of Impact
Ebel Kemeling, Managing Director, MJ Hudson Spring
Katerina Mileeva, Founder, KAMI Space
Florian Kemmerich, Managing Partner, Bamboo Capital
Gregg Robins, Director, Robins Advising
Anton Gans, Partner, Business Advisory, Zenith Family Office
Igor Yelnik, Founder, Alphidence Capital
Andrei Movchan, CEO, Movchan’s Group, Nonresident Scholar Economic Policy, Carnegie Moscow Center
Andrei Ivanov, Partner & Head of Investment Management, LEON Family Office
Simon Hopkins, CEO, Milltrust International Group
Pavel Cherkashin, Venture Capitalist from Silicon Valley, CEO of Mindrock Capital
Sixtine Crutchfield, Author of MBA programme specialised in Art Management, Geneva Business School
Alex Felman, General Partner, Felman Family Office
Alexey Debelov, Partner, Portfolio Manager, FP Wealth Solutions, SWISS Multi Family Office
Robyn Hatcher, International Speaker, Coach and Author

Speaker profiles in full

“Liquidity and Bathing Suits” by Gregg S. Robins of Robins Advising, October 2021

“Learn, Earn, Return. – The Philosophy of Philanthropy” by Robyn Hatcher, October 2021

IN PARTNERSHIP WITH

Family Office Magazine – the most respected premium quality “Family Office” magazine in the world that caters to the ultra-wealthy Family Office sector.

http://www.familyofficemag.com