Ensuring longevity via successions

The largest generational wealth transfer in history is happening amid a challenging global economic landscape. In this transformative period, major economies are grappling with elevated energy and food costs. Asymmetric cyberattacks are also on the rise, and governance concerns are increasingly evident.

As these events unfold, China's ultra-wealthy are planning and executing transitions to ensure the continued success of their families and businesses, and are actively involving shareholders and communities in the process.

Wealth & Society's latest Global Private Wealth Management Market Outlook 2024 underscores the importance of actively managing family wealth for a smooth transition between generations. However, this wealth transfer involves more than a mere transition of assets; it brings forth societal, cultural, and additional layers of responsibility, intertwined with complex family dynamics.

Our flagship ESG and Impact Investing Summit offers genuine insights and real-life cases from around the world through engaging panel discussions, fireside interviews, presentations, and focused roundtable sessions. Join us as we navigate the challenges and opportunities inherent in this era of global change and wealth transition.

Key Topics to be Covered:

Learn timely, relevant insights, actionable strategies, and effective solutions for any challenges you may be facing.

Receive vital applicable know-how and best practices to prepare you for any emerging future opportunities within your family, business, and investment activities, and beyond.

Benefit from exchanging ideas and experiences with your peers from Europe, USA, and beyond, and benchmark against each other

Key Topics to be Covered:

Learn timely, relevant insights, actionable strategies, and effective solutions for any challenges you may be facing.

Receive vital applicable know-how and best practices to prepare you for any emerging future opportunities within your family, business, and investment activities, and beyond.

Benefit from exchanging ideas and experiences with your peers from Europe, USA, and beyond, and benchmark against each other

Key Topics to be Covered:

Learn timely, relevant insights, actionable strategies, and effective solutions for any challenges you may be facing.

Receive vital applicable know-how and best practices to prepare you for any emerging future opportunities within your family, business, and investment activities, and beyond.

Benefit from exchanging ideas and experiences with your peers from Europe, USA, and beyond, and benchmark against each other

Who should attend?

Complimentary* for
  • UHNWIs
  • Business & Legacy Families
  • Single Family Office & Private Multi Family Office Executives
  • Heads of Family Foundations

*Should you like to register with a complimentary ticket, please write to us:

You may purchase a delegate ticket or a sponsorship package if you are:
  • Private bankers and leaders of commercial multi-family offices
  • Investment specialists, leading service and solution providers, top legal and tax professionals, practitioners from various firms
  • Distinguished charities
  • Independent institutions catering to UHNWIs (including wealth management and insurance companies, trusts, healthcare firms, luxury brands, overseas education consultancies, and property agencies), financial planners, and senior portfolio and relationship managers

Wealth & Society

09:00 – 09:05

Opening Notes

  • Cindy Yu

    Group Executive Director, TAB Global

09:05 – 09:15

Welcome Remarks from Vienna

09:15 – 09:30

Faith and Finance: Can you align your investments with your faith?

  • Are religious groups aligning their investments with their values?
  • Can investments truly create a better world – for people and planet?
  • Navigating the complex intersection of your values and the investment landscape.
  • Ensuring your portfolio reflects your principles without sacrificing returns.
  • Finding meaningful returns that align with your beliefs.
Speaker:
09:30 – 10:00

Plenary session with thought leaders moving their assets to embrace ESG and impact investing

  • Can money be a force for good? Industry titans shift their investments to create positive impact.
  • Beyond profit: Leaders in ESG and impact investing.
  • Disrupting the status quo: Influential investors redefine financial success.
Speaker:
  • Guneet Banga

    Co-Founder and General Partner, Parinama Ventures

10:00 – 10:45

Fireside Chat:

Next-generation education

A dialogue showcasing complementary perspectives on the succession education of next-generation family members.

  • Shifting expectations: How have Dorothy Lam's educational experiences shaped her hopes for gen-Y's future learning journey?
  • Empowering Gen-Y: What innovative pedagogies and technologies are resonating with millennials in next-generation education?
  • Finding common ground: How can parents and younger family members collaborate to create a more meaningful and effective learning experience?
  • The future we want: What skills and values would prepare the next generation for an ever-changing world?
10:45 – 11:15

Morning coffee and networking

11:15 – 11:45

What drives the next generation?

  • Understand how the next generation identifies their purpose and passion.
  • Examine collaborative efforts among next-gen members for cross-impact activities.
  • How younger people view advisors.
  • Discover strategies for leveraging tradition as a catalyst for innovation.
11:45 – 12:30

Panel Discussion

Ownership strategies for long-term success

  • Learn how certain ownership strategies can enhance the success of family businesses
  • Explore best practices in family governance that help in successions.
  • Is steward-ownership fit for purpose in the 21st century? Steward-ownership is a corporate ownership structure that presents an alternative to shareholder value primacy.
  • What can prosperity mean in a world of environmental, social and economic limits.
Panelist:
12:30 – 13:30

Luncheon and networking

13:30 – 14:15

Panel discussion on family succession and continuity

  • Explore practical insights through succession stories.
  • Discover strategies for instilling a stewardship mindset among family members, ensuring the enduring vitality of your family legacy.
  • Delve into discussions on determining what should be passed down to the next generation
  • Unearth the pivotal role of family legacy in succession across cultures.
  • Acquire vital knowledge on planning and executing successions that go beyond financial and legal aspects.
14:15 – 15:00

Environmental and social factors in the luxury industry

  • Brief overview of key environmental considerations
  • Understanding social factors in ESG
  • How to measure sustainability
  • Liquid or Illiquid
Speaker:
15:00 – 15:30

Afternoon coffee and networking

15:30 – 17:15
Effective Philanthropy: Making a Difference with your resources Opportunities and challenges facing wealth holders

Effective philanthropy goes beyond simply donating money. It's about strategically aligning your resources with causes you care about and maximising their impact to create positive change.

Clarity of purpose

  • Identify your values and passions
  • Set clear goals
  • Research potential causes

Strategic giving

  • Diversify your giving
  • Consider different giving vehicles
  • Engage with the organisations you support

Measuring impact

  • Track the progress of your giving
  • Hold organizations accountable
  • Learn and adapt

Case studies of creating global philanthropic and investment fund.

  • The Rockefeller Foundation
  • The IKEA Foundation
  • LGT Impact Ventures

Key takeaways from these cases

  • Diverse structures
  • Alignment of goals
  • Strategic partnerships
  • Metrics and measurement
Streamlining private equity due diligence: Avoiding surprises Creating a carbon neutral infrastructure

Preparation and prioritisation

  • Develop a standardised due diligence process
  • Pre-screen potential deals
  • Prioritise due diligence tasks

Technology and collaboration:

  • Leverage virtual data rooms
  • Utilise due diligence software
  • Partner with specialised experts

Communication and transparency

  • Maintain open communication with the target company
  • Set clear expectations early in the process
  • Conduct thorough reference checks

Achieving a carbon-neutral infrastructure across mobility, energy, and food necessitates a multifaceted approach encompassing technological advancements, systemic changes, and individual behavior modification.

Here's a breakdown of key areas and solutions:

Mobility:

  • Electrification
  • Shared Mobility
  • Urban Planning

Energy:

  • Fuel Free Energy
  • Energy Efficiency
  • Energy Storage

Food:

  • Regenerative agriculture
  • Reducing food waste
  • Plant-based diets
17:00 – 17:30

Panel discussion on family philanthropy best practices across cultures: Cultivating legacy and impact

This session will explore the diverse approaches and best practices employed by families across cultures in their philanthropic endeavours. Delve into the unique perspectives and strategies that shape effective and impactful giving across borders.

  • Understanding diverse values and priorities
  • Navigating cultural sensitivity
  • Identifying effective strategies
  • Sharing success stories
  • Fostering collaboration and learning

Key takeaways:

  • Gain insights into the rich tapestry of family philanthropy across cultures.
  • Learn best practices for navigating cultural differences in giving.
  • Discover innovative approaches to creating meaningful and lasting impact.
  • Connect with other passionate philanthropists to foster collaboration and shared learning.
Speaker:
17:30 – 18:00

Fireside Chat with Marlene Engelhorn

Heiress with a purpose: How Marlene Engelhorn uses wealth to challenge the status quo

  • Rebalancing society: Lessons from Marlene Engelhorn's impactful philanthropy
  • More than money: The descendant of BASF's founder fighting for equality
  • Initiatives, challenges and lessons
Speaker:
18:00

End of Day 1 Programme

18:00-21:30

Reception and cultural activity


09:00 – 09:10

Welcome to Day 2

09:10 – 09:50

Keynote panel

The next generation's worldview

Join us for a conversation with leading family office principals as they explore the key challenges and opportunities shaping the future of wealth management. The key areas include:

  • Emerging threats and uncertainties
  • Shifting family dynamics
  • Evolving regulatory landscape
  • Finding new sources of growth and success
09:50 – 10:20

Fireside chat with a leading Asian family disrupting the real estate market

  • How to use real estate to restore social and environmental balance
  • Why build the world’s largest UNSDG real estate project
  • Is sustainable real estate profitable?
10:20 – 10:50

Morning coffee and networking

10:50 – 11:30

Panel Discussion

Biodiversity as an investment Strategy: Achieving alpha returns and mitigating climate change impact

This session delves into the exciting world of biodiversity investing, exploring its potential to generate alpha returns while combatting climate change. Uncover actionable strategies and gain valuable insights, recognising the importance of both quantitative and qualitative impact outcomes. The key areas for discussion would include:

  • The business case for biodiversity
  • Unleashing alpha returns
  • Beyond return on investment
  • Addressing key challenges, practical strategies and solutions
  • Collaboration and innovation
Speaker:
11:45 – 12:30

Next-gen wealth holders: Impact investing for change

A conversation with trailblazing next-generation entrepreneurs who are using their wealth to create positive change through impact investing. Immerse in their journeys, discover the latest trends and challenges, and explore unique opportunities shaping the future of wealth management.

Discussion topics:

  • Purpose beyond profit
  • Trends and innovations
  • Overcoming challenges
  • Global perspectives
12:30 – 13:30

Luncheon and networking

Special feature with in-depth peer-to-peer discussions

  • Closed-door roundtable for UHNWIs and families
  • Closed-door roundtable for non-family executives, practitioners, and advisers
13:30 – 15:00
Investor salon Breakout session on asset allocations and investments
  • Pitch session on impact funds and direct deals.
  • Real estate
  • Venture capital
  • The role of AI for family offices
  • The Future with blockchain/crypto
15:00 – 15:30

On stage dialogue with Barney Swan

Barney Swan led the first-ever expedition to the South Pole powered solely by clean energy, known as "ClimateForce: Antarctica 2018." This initiative aimed to raise awareness about climate change and sustainability.

Learn how Barney is using his leadership skills to restore the biosphere and empower young people.

Speaker:
15:30 – 16:00

Afternoon coffee and networking

16:00 – 17:30

Special feature with in-depth peer-to-peer discussions

  • Closed-door Roundtable for UHNWIs and families
  • Closed-door roundtable for non-family executives, practitioners, and advisers
17:30

Closing Remarks End of Wealth & Society 2024 Summit

Speakers

Barney Swan

Founder, ClimateForce
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Helen Crowley

Managing Director, Pollination
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Martin Palmer

Founder, FaithInvest
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Marlene Engelhorn

Founder, Tax Me Now
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Octavian Pilati

Owner and CEO, Sub Umbra GMBH
View More

Guneet Banga

Co-Founder and General Partner,
Parinama Ventures
View More

Robert Boogaard

Managing Director, PCG Investments
View More

Tim Coles OBE

Director and CEO, rePLANET
View More

Registration

Wealth & Society 2024

US$2,800

(Early bird US$2,200)
  • Access to Wealth & Society Summit (27 Sep)
  • Access to the exhibition area
  • Refreshments at the venue
  • Agenda and Speaking Opportunities
  • Sponsorship & Delegate Registration:

Sponsorship & Delegate Registration: