effective. dynamic. exklusive.
European Private Wealth Excellence Forum
Gain insights from industry leaders: connect directly with investment specialists.
Attend our exclusive event tailored for Family Offices, Trusts, and Private Investors.
26.04.2027
27.04.2027
Your gateway to the future of investment
- Impressions of our European Private Wealth Excellence Forum.
- What participants say about our events.
The European Private Wealth Excellence Forum brings together family offices, private investors, and senior decision-makers from across Europe and beyond.
The forum welcomes a selected group of family offices, foundations, trust directors, asset owners, and wealth management professionals for two days of discussions, networking, and one-to-one meetings focused on private markets, investment strategies, and global developments.
With a strong emphasis on meaningful conversations and relationship-building, the event offers the opportunity to exchange ideas, gain new perspectives, and connect with like-minded professionals in a more personal and focused setting.
Attendees
Talk to Experts: Future proof strategies
Experts
Learn from the greatest: New ideas and proven concepts
Meetings
Tailored to your needs: Private meetings with a purpose
Focus
Design the future: Overcome obstacles along the way
Social WalL
Impressions via LinkedIn
Attendees
What to expect
Join the European Private Wealth Excellence Forum and connect with family offices, private investors, and industry leaders from across Europe and beyond.
The forum is designed to encourage open discussions around private markets, investment strategies, global trends, and the challenges shaping the future of private wealth.
Through networking sessions and pre-scheduled one-to-one meetings, participants will have the opportunity to exchange ideas, build valuable relationships, and explore new perspectives with experienced investment professionals and peers from the industry.
Whether you are looking for new partnerships, fresh insights, or meaningful conversations, the forum offers a focused and personal environment designed to create long-term value and connections.
Attending this forum is essential for:
- Investment and Wealth Management Executives
- Board Members and Senior Management
- Top-level Management
- Managers responsible for Financial Analysis and Portfolio Management
Testimonials
What attendees say about us
ProgrammE
Content
What the programme offers to participants from the investment industry
Join family offices, private investors, and industry leaders for two days of discussions, networking, and exchange of ideas around the topics currently shaping the private wealth industry.
The programme is designed to bring together different perspectives, encourage meaningful conversations, and provide practical insights into today’s investment environment.
- Private Markets: Strategies, Opportunities & Perspectives
- Gulf Capital & Cross-Border Deal-Making
- AI, Succession & the Future of Wealth Management
- Greece’s Path Forward: Leadership & Opportunity
- Co-Investments & Family Office Decision-Making
- The Reality of Impact Investing
- Shipping, Geopolitics & Global Trade
- Next-Generation Leadership in Family Offices
The Process
After registering for the event, you will receive an email containing all important information as well as a link to our password-protected Excellence Portal.
We will provide you with information about the presentations and speakers, as well as details about the participants and the solution approaches and core competencies of the represented solution partners.
The excellence forum is an interactive event. Receive a personalized agenda featuring panel discussions, interactive roundtables, case studies, and private One-to-One meetings with solution providers and industry leaders, creating a schedule for your event journey.
You can rely on the Smart Bridges team to assist you throughout the event, allowing you to focus on engaging in discussions and exchanging ideas.
The European Private Wealth Excellence Forum concludes with an informal yet enjoyable exchange including a varied support programme, networking and coffee breaks, a reception, and an exclusive business dinner.
Location 2026
The Meliá Frankfurt City is situated in One Forty West, an imposing glass skyscraper near the exhibition centre.
Its convenient location makes it easy to get to. This city centre hotel offers a modern ambience that provides the ideal setting for productive discussions. The rooms’ panoramic windows offer breathtaking views over the Frankfurt am Main skyline. After a productive day of meetings, the approximately 1,400 m² wellness area is the perfect place to unwind.
Further information about the hotel can be found at: Meliá Frankfurt City
Registration
European
Private Wealth
Excellence Forum
- 60+ Participants
- 15+ Top Speakers
- 15+ Presentations, Panel Discussions, Investment Insights
- 1-To-1 Meetings: With all participants
- 4 Round Tables & Case Studies
- 2 Inspiring event days
- 2 Business Lunches
- 2 Evening Receptions
- 1 Business Dinner
ADVISORY BOARD
Robins Advising
