Family Capital Forum
About the event
An exclusive half-day gathering for family businesses and family offices, bringing together principals, next-generation members, family office executives, and trusted advisers for candid discussions on preserving, governing, and deploying capital across generations.
The Forum focuses on the issues that matter most to families today:
Global outlook — economic and geopolitical forces shaping family capital decisions
Cross-border wealth — tax, regulatory and asset protection updates relevant to Swiss-based and internationally mobile families
Practical AI — concrete use cases for family offices and operating businesses, beyond the hype
Stewardship in practice — a family principal shares lessons on legacy, leadership and long-term capital
Private markets & direct investing — how families are deploying patient capital, approaching co-investments, and navigating succession-driven M&A
Don’t miss this opportunity to connect with peers and thought leaders who are navigating the complexities and opportunities of preserving and growing family wealth for generations to come.
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
Programme
| 14:30 | Registration and Coffee |
| 15:00 | Welcome Remarks Setting the scene: family capital, stewardship and long-term resilience in a changing world. |
| 15:10 | Opening Keynote The Global Outlook for Family Capital - Christian Dussey A macro view of the economic, geopolitical and investment themes shaping family capital decisions. |
| 15:35 | Cross-Border Wealth flows - Tax and reg updates (including UBO register and Swiss tax) - Planning with a family business (wealth tax considerations in Romandie) - Asset protection (topics to consider if moving and impact on structure) |
| 16:10 | From Hype to Value: Practical AI for Family Businesses and Family Offices - Improving reporting, administration and investment monitoring - Using AI for research, due diligence and market intelligence - Governance, data privacy and responsible adoption |
| 16:35 | Networking Break |
| 16:55 | Fireside Chat: A Family Principal's Perspective: Lessons in Stewardship and Long-Term Capital Special guest |
| 17:40 | Panel: Patient Capital: How Families Are Investing Through the Cycle How family capital is approaching private equity, venture, real estate, infrastructure, co-investments and club deals. Succession-driven M&A, family offices as direct investors, and pre-transaction considerations. |
| 18:20 | Closing Remarks |
| 18:30 | Networking Apero |
Date and Time
Tuesday, 15 September 2026
14:30-18:30 followed by an Apéro
Location
Mandarin Oriental Geneva
Quai Turrettini 1, 1201 Geneva
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=701Vl00001X8PQjIAN&embed=true&lang=en
Contact us
Marc Secretan
Lisa Cornwell
Valérie Capaccio