Family Capital Forum

Family Capital Forum - Zurich

Private wealth 4.0: structuring, managing and protecting wealth in a digital world

Date

12 November 2026

Time

13.30 - 18.00, followed by an apéro riche

Location

Baur au Lac Hotel, Talstrasse 1, 8001 Zürich

About the event

Join us at our annual exclusive event focusing on global trends and developments in private wealth. Our PwC experts from around the globe will provide insights into how to successfully navigate the maze of tax and regulatory requirements that international families face.

The main event will be preceded by a series of insight sessions for smaller audiences, each focusing on specific topics, and will conclude with a networking apéro.

This event equates to two hours of technical training for CPD purposes (three hours if attending the Insight Sessions beforehand).

We look forward to seeing you there.

Lisa Cornwell

Lisa Cornwell
Partner, Leader Private Clients and Family Offices
PwC Switzerland

Designed for

• Family principals
• Next-generation family members
• Single family office CEOs/CIOs
• Multi-family office leaders
• Senior private banking professionals
• Trustees and fiduciaries
• Wealth planners and tax advisers
• Philanthropy advisers
• Private markets and investment
  professionals

Due to the limited capacity of the event, we encourage you to register as soon as possible. Participants will be accepted on a first come, first served basis.


Programme

13.30

Registration for Insight sessions

You can join any session starting at 14:00. Please note that participation is limited to 30 people per session. If your chosen session is full, we will offer you an alternative session, subject to availability. A separate networking area will be available throughout the event.

14.00

Insight sessions 1

  • 1: When tax authorities use AI: the new era of digital tax scrutiny

  • 2: The future of individual taxation in the US: reporting, digital assets and AI-driven global transparency

  • 3: Where decisions are made: the hidden tax risk for mobile families from Turkey and Central Asia

14.45 Break
14.55 Insight sessions part 2
  • 1: Digital assets, tokenisation and the taxation of new wealth

  • 2: Improving family office efficiency & decision making in times of AI agents

  • 3: Navigating private equity: structures and opportunities for family offices
15.30

Registration for Main conference

Please note that you can attend the main forum without participating in an Insight session.

16.00 Welcome and opening remarks
16.05 Global families in motion: Swiss and international perspectives
16.35

Private Management industry insights

16.55

Private data at risk: AI, cyber threats and the new privacy challenge

17.20 Panel discussion
The new wealth equation: capital, data, governance and trust
18.10 Wrap up and closing remarks
18.15 Networking apéro

Date and Time

Thursday, 12 November 2026
13.30 - 18.00, followed by an apéro riche

Location

Baur au Lac Hotel
Talstrasse 1
8001 Zürich
 

Registration

The event is free of charge. Please note that event capacity is limited, your registration will be confirmed upon completion of your registration.

https://pages.pwc.ch/view-form?id=701Vl00001ZffAbIAJ&embed=true&lang=en

Contact us

Natasha Lifshitz

Manager, Business Development Tax and Legal, PwC Switzerland

+41 58 792 47 89

Email