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Preparations Underway for the 4th Annual World Family Office Forum in Switzerland

22 February 2024

Preparations Underway for the 4th Annual World Family Office Forum in Switzerland

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the 4th World Family Office Forum offers family offices a dedicated space to exchange insights on wealth management, impact investing, and legacy strategies. The event is designed to spark discussions that lead to actionable and sustainable outcomes.

Montreux, Switzerland - The picturesque town of Montreux, is set to welcome over 100 family office participants from across Europe for the highly anticipated 4th edition of the World Family Office Forum. Scheduled for the 3rd and 4th of June, this exclusive gathering promises to be a melting pot of ideas, strategies, and collaborations focused on the multifaceted world of family wealth management.

The World Family Office Forum, renowned for its commitment to bringing together the leading figures of the family office world, is more than just a conference; it's a community where thought leaders, industry innovators, and families converge to discuss and debate topics that matter most to the preservation and growth of family wealth and legacy.

This year's forum will tackle a wide array of subjects important to family businesses, including legacy preservation, relationship dynamics, and succession planning. A considerable focus will also be on investment strategies, with an emphasis on impact investing - a reflection of the growing movement towards utilizing wealth to generate positive social and environmental impacts.

Commenting on the event, Alex Burgess, Founding Partner at Connect Group, said, "We are excited to host the 4th edition of the World Family Office Forum here in Montreux. It represents a unique opportunity for family offices across Europe to come together, share insights, and explore avenues for using our wealth constructively for the greater good. The forum emphasizes not just on financial returns but on creating sustainable legacies and making a tangible difference in the world."

Attendees can expect a dynamic roster of speakers, including top experts in family governance, wealth management, philanthropy, and sustainable investments. The event will feature panel discussions, keynote addresses, and breakout sessions designed to encourage interactive dialogue and networking among participants.

The World Family Office Forum is an invitation-only event, ensuring a  private setting where genuine connections can be made, and meaningful  discussions can occur. With the stunning setting of Montreux and the  promise of engaging content and unparalleled networking opportunities,  this year's forum is poised to be an indispensable event for family  offices looking to navigate the complexities of wealth management while  positively impacting society.

For more information and to request an invitation, please visit

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