Private Wealth Excellence Forum 2022 | Smart Bridges GmbH | 16 October 2022 | Falkenstein Grand, Autograph Collection, Debusweg 6-18, 61462 Königstein im Taunus, Germany

This forum is a top-class networking event for family officers from German-speaking countries. In an exclusive and closed circle, current topics relating to asset and family care are presented and discussed. Through topic-specific and direct exchange at eye level, new ideas and sustainable options for action for the successful family office are developed together.

Meet like-minded people, colleagues and experts from science and practice, identify opportunities and prepare decisions - build smart bridges for your success!

The program of this forum is characterized by its strong practical relevance and high thematic relevance. In various lecture formats and in entertaining modules, family offices, actors from science and other active shapers of the industry provide deep insights into their current challenges.
• Keynote presentations allow you to think outside the box. The listeners receive impulses and approaches from visionaries and trendsetters who want to show new ways.
• In the best-practice impulse lectures followed by a discussion, practical scenarios are presented briefly and concisely in 15 minutes in order to then discuss them with the audience.
• The aim of the interactive round tables and workshops is the joint development of solutions in a small group of participants. Strategies for action for your own family office are developed through intensive and topic-specific exchange among each other.
• Individual project plans and solutions are discussed in an undisturbed atmosphere in self-selected one-on-one meetings with other family officers and solution partners.

Key Topics:
• A world in flux: the challenges posed by Corona for investment policy and asset allocation
• National debt: increasing the money supply as well as geopolitical events affect your investment strategy
• Risk management: adjust the risk compass to the "new world" .
• Private Equity & Private Debt: liquid and illiquid investment solutions in a negative interest rate environment
• Digitization: Digital transformation in asset management and in the family office - integration of cryptocurrencies, fintech and blockchain technology for family offices
• Equity management: How active are equity investments really? In which areas?
• Next Generation: Safeguarding owner interests across generations
• Sustainable investments: Sustainable investments in the context of asset allocation
• Real estate: Risks and opportunities of real estate in Germany and abroad?