CFA Generations Conference - Corinna Traumueller Schulthess our Head of Family Business Advisory presented at the conference

The Family Office of the future: Venture Boutiques or Wealth Preservers?

It is well known and not surprising that wealthy families and entrepreneurs at the helm of Family Offices (FOs) or family businesses demand more from their wealth managers. The wealthy look more for opportunities with higher returns and lower fees. Meanwhile, many real issues and unique challenges face this industry today. From an organisational standpoint, building and protecting the wealth of families across multiple generations still remains as the overarching priority. As the Family Office concept gets more popularity and acceptance, the Swiss Family Office model is expected to become a reference standard in the industry, similarly to other financial professions (Private Bankers, Independent Asset Managers, Traders).

The time is therefore right to host some of the leading thinkers and practitioners in family governance, investment returns, and technology. This one-day event with its superb program is a chance to stay on top of industry best practice, receive cutting edge information and obtain insights for the ultimate benefit of the family in an intimate, collaborative setting.