PwC's Private Wealth Forum 2024

Embracing family legacy: Wealth planning for the next generation

About the event

Join us at our annual exclusive event focusing on global trends and developments in private wealth. This year's event is focused on the vital topic of inter-generational wealth transfer and securing lasting prosperity for the future generations. Our PwC experts from around the globe will provide valuable insights on building robust governance for family wealth and preparing the next generation to preserve and protect family legacy.

The main event will be preceded by a series of optional insight sessions, aimed at smaller audiences and focusing on specific regional updates. The event will finish with a networking apero. 

This event equates to 2 hours of technical training for CPD purposes (3 hours if attending the Insight sessions beforehand.) 

We look forward to seeing you there! 

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.

Register now


Agenda

Insight sessions 

You can join any session starting at 2pm and/or at 2.55pm. Please note that participation is limited to 30 people in each session. If your chosen session is full, we will offer you an alternative session if available. A separate networking area is available throughout the event.

Main forum 

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

1.30pm Registration for Insight sessions
2pm Insight sessions 1

  • Family constitution breaking the “shirtsleeves-to-shirtsleeves” curse based on real life examples from Italian and Swiss families
  • When politics and tax collide – the current situation in the US and the UK
  • The role of Switzerland leveraging the Great Wealth Transfer in the Middle East
2.55pm
Insight sessions 2
 
  • Breaking down structuring for next generations in Turkey and Central Asia 
  • Next generation and philanthropy: redefining the future of giving 
  • Family-business driven initiatives: preparing the next generation for wealth using examples from Italy and Malta
3.30pm Registration for main forum
4pm Main forum
6pm Networking apéro
8.30pm Conclusion of apéro

Hosts

Jürg Niederbacher

Partner, Leader Private Clients & Family Offices,
PwC Switzerland

Lisa Cornwell

Partner, Private Clients & Family Offices - International,
PwC Switzerland

Patrick Akiki

Partner, Financial Services Markets Leader, PwC Switzerland


Directions

Baur au Lac Hotel, Talstrasse 1, 8001 Zürich, Switzerland

 



Registration

 Please register for the insight sessions and/ or the main forum.

https://pages.pwc.ch/core-event-page?event_id=701Vl00000DTmEfIAL&embed=true&lang=en

Contact us

Alessia Koch

Event Coordinator, Tax and Legal Services, PwC Switzerland

+41 58 792 26 91

Email