The Private Wealth Excellence Forum is a premium event synonymous with goal-oriented exchange of ideas. Each participant is hand picked, guaranteeing a stimulating environment and high quality conversations amongst family offices, foundations, directors, trusts, wealthy private investors, asset owners and family members in an intimate setting.
The aim of the Private Wealth Excellence Forum is to stimulate focused discussions on trends and recent market developments, pioneering solutions, and identifying key drivers and innovative opportunities, facilitating future decision making.
The exclusive setting makes for intimate conversations on best practices, success and failure and allows the sharing of experiences with like-minded people, providing a unique opportunity to build Smart Bridges for success!
If you want to learn more, browse through the following pages, call us or use the contact form. We look forward to hearing from you and to welcoming you to our next Private Wealth Excellence Forum!
The Private Wealth Excellence Forum programme consists of the most practice-relevant, innovative, current and future-oriented topics, presented in a variety of formats.
The keynote presentations focus on innovative trends and visionary approaches that will stimulate growth through overcoming both personal and business obstacles.
The case study presentations based on practical scenarios and examples are designed to be concise and no more than 20 minutes. They are followed by an all-embracing discussion with the audience, allowing the exchange of ideas to be in the foreground.
Particularly noteworthy are the interactive roundtables and workshops. These are topical discussions held in a small circle of participants, allowing for thought-provoking exchange of ideas. The goal of these groups is to develop new ideas and solutions that can be integrated into your daily business challenges.
For more information about the speakers and the detailed programme, please call us or use the contact form.
Excellent organisation with a tremendous added value through the one-to-one meetings and the outstanding programme.
For our selected solution providers, the Private Wealth Excellence Forum offers the opportunity to introduce yourselves to the participants as a competent and trusted partner. In a private setting, you will conduct mutually selected one-to-one meetings, giving you the opportunity to promote concrete products and services around investments, law, succession planning, risk- and asset management.
Great experts who provide new and thought-provoking ideas and approaches.
The primary focus of the Private Wealth Excellence Forum is the intensive exchange of ideas, discussing best practices and finding new business partners. As a delegate, you have the opportunity to interact with our solution providers, other Family Office representatives, asset managers and family members during a set of exclusively mutually selected one-to-one meetings.
In addition to the high-quality conference programme consisting of keynote speeches, case study presentations and workshops, we offer a set of highly interactive roundtables that allow for a thought-provoking exchange of ideas in a small group.
As a participant and solution provider only minimal preparation is required prior to the event. Our experienced team will be assisting you from the moment you register and is there to ensure that you get the most out of the conference experience.
Upon registration for the Private Wealth Excellence Forum, you will receive an e-mail containing all important event information and access to our password-protected Excellence Portal. On the portal you will find information on other participants, presentations and speakers, as well as on the approaches and core competences of the participating solution providers.
For us at the Private Wealth Excellence Forum exclusive interactivity is key. Hence, the Excellence Portal gives you the opportunity to select which delegates and solution providers you would like to meet with and which presentations, roundtables and interactive sessions you would like to attend. With that in mind, the system will create your own personalised schedule, consisting of keynote presentations, case study reports, interactive roundtables and one-to-one meetings.
The combination of the high quality participants, meetings and workshops combined with a varied programme, informal networking- and coffee breaks, receptions and an exclusive gala dinner makes the Private Wealth Excellence Forum an exceptionally well-rounded event.
The Grande Real Villa Itália Hotel & Spa is a 5-star hotel in Cascais, facing the beaches of the City of Lisbon and situated 30km from the city centre. The hotel offers a unique and exclusive experience in the former Royal residence of the last King of Italy – Humberto II. Its blend of classical and contemporary styles, spacious, light rooms and superb cuisine makes for an unforgettable stay.
Smart Bridges is an independent event organiser specialising in linking professionals to allow for effective networking and knowledge exchange leading to the building of new business relations. Participants benefit from the optimal combination of knowledge transfer by recognised experts and targeted exchange with delegates, colleagues and speakers.
High-quality, practice-relevant, topical and trend-setting solutions support the participating specialists and executives in becoming both more efficient and successful in their daily work.
We organise cross industry events with delegates coming from a variety of sectors including large corporations, medium-sized companies and family businesses.
The Smart Bridges team has many years of experience in organising premium events and is continuously striving for excellence. The planning and process of our events are supported by our personally customised interactive Excellence Portal.
The value of this forum is almost inconceivable. The organisation, location, and content are all of a tremendously high quality. The format with a promise to create a dialogue by building “Smart Bridges” was beyond satisfactory.