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World Family Office Forum | Europe Returns to Montreux for Its Sixth Edition

23 January 2026

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Connect Group is pleased to announce the sixth edition of the World Family Office Forum | Europe, convening on 8–9 June 2026 at the Fairmont Le Montreux Palace in Montreux, Switzerland.


This distinguished gathering brings together Europe's preeminent business families, single-family offices, and their most trusted advisors for two days of substantive dialogue, strategic insight, and meaningful connection at the nexus of enterprise, wealth, and investment.


Situated on the shores of Lake Geneva, the forum provides an environment of discretion and refinement conducive to peer exchange, thought leadership, and the cultivation of enduring relationships among principals and senior decision-makers.


A Strategic Agenda

The thoughtfully curated programme balances strategic content with substantive interaction. Through executive keynotes, expert panels, private roundtables, and one-to-one meetings, participants will engage with the most pressing challenges and opportunities confronting family offices today.


Core themes include:

  • Wealth preservation and portfolio resilience

  • Governance frameworks and succession planning

  • Private market opportunities and allocation strategies

  • Cross-border investment structures

  • Sustainable and impact investing

  • Intergenerational continuity and next-generation engagement


Sessions are intentionally designed to be practical, peer-led, and conducted under Chatham House Rule, fostering candid discussion within a confidential setting. Beyond the formal programme, dedicated networking intervals and an evening reception offer additional opportunities for organic dialogue and relationship development.


Esteemed Speaker Lineup

The World Family Office Forum | Europe has established a reputation for convening authoritative voices from across the family office and institutional investment community.


Previous speakers:

  • Guillaume Sarkozy – Founding Member & Chairman, GSNB Conseil

  • Sally Tennant OBE – Founder, Acorn Capital Advisers

  • Ian Prideaux – Former Chief Investment Officer, Grosvenor Estate

  • Iida Miettinen – Deputy Chairwoman, Ensto

  • Ulrich Schmid-Maybach – Founder & President, The Wilhelm & Karl Maybach Foundation

  • H.S.H. Carl-Eduard, Prince of Bismarck – CEO, Bismarck Family Office

  • Frédéric de Mévius – Executive Chairman & Managing Partner, Planet First Partners

  • Isabelle Freidheim – Founder & Managing Partner, Athena Capital

  • Michael Heise – Chief Economist, HQ Trust

  • Sir James Wates CBE – Former Chairman, Wates Group


They represent a diverse cross-section of family principals, economists, impact leaders, and senior advisors, each contributing decades of experience and a generational perspective.


Invitation-Only Participation

Attendance at the World Family Office Forum | Europe is strictly by invitation and subject to rigorous vetting to preserve the forum's integrity, relevance, and confidentiality. Priority is given to principals and senior executives of single-family offices. All participation requests undergo internal assessment and board-level approval to ensure alignment with the forum's values and participant profile.


Registration & Enquiries

If you have received a personal invitation, please respond directly to your designated Connect Group contact.

Those who believe their participation would be mutually beneficial may submit an enquiry regarding invitation consideration.


For registration, speaker participation, or partnership opportunities:
Email: info@connectgroup.global

For programme details and access to the full event brochure:
Visit the official event page https://europe.worldfamilyofficeforum.com/

Stay informed

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