Effective. Dynamic. Exclusive.
Private Wealth Excellence Forum
Learn from the best!
Visit the premium event for family offices, foundations and private investors.
23.11.2026
24.11.2026
The event for the future of the family office
- Impressions of the Private Wealth Excellence Forum.
- What participants say about our events.
Visit the Private Wealth Excellence Forum and discover the latest trends and developments in wealth and family management.
The event is designed for selected family offices, foundations and wealthy private investors.
The focus is on productive networking and the exchange of innovative ideas.
Take this opportunity to gain valuable insights and expand your network for a successful future.
Contact us now to secure your place.
Participants
Exchange with experts: Prosperity and the future
Experts
Learning from thought leaders: digitalization in wealth management
Meetings
Intensive and individual: dialog with solution providers
Focus
Shaping the future:
with the best in the industry
Attendees
What you can expect
With the Private Wealth Excellence Forum, we offer a platform for decision-makers in the family office and investment industry to enter into dialog with each other and to help decide tomorrow's issues today.
Come into direct contact with other family offices and let experienced solution providers offer you tailor-made solutions for your individual challenges.
In exclusive one-to-one discussions, you will work out opportunities and solutions together with other family offices and our partners – benefit from the concentrated expertise on site.
Experience an exciting exchange that will open up new perspectives and help you achieve your goals.
Take this opportunity to discuss the challenges of your portfolio and be inspired by our experts – you will be thrilled!
A visit to the forum
is worthwhile for:
- Managing directors of family offices
- Chief Investment Officer
- Principals
Testimonials
What participants say about us
"It really was an impressive event with top-class speakers such as Markus Gürne, Prof. Ischinger and Frank Thelen and also with smart participants.
After 25 years in the financial sector, I have never taken away so much new and useful information as I did at this event."
"Following the hybrid reorientation of many information offerings, Smart Bridges has succeeded with the Private Wealth Excellence Forum 2023 in Frankfurt in creating an optimal mix of lectures, structured small groups and spontaneous expert discussions."
"Excellent, professional and efficient organization of the conference.
Participation offers real added value."
"Everything fitted together very well.
The location and organization were excellent.
A lot of time was given to networking right from the start.
And getting to know business partners was very well organized.
Many thanks to Smart Bridges."
Programme
Content
What the program offers participants
The family office of the future will look different – global change presents us with new challenges that we must use as opportunities. Through intensive research with leading experts, we have designed the program in such a way that it presents solutions for precisely these challenges.
Let us inspire you and enter the future of the family office with us.
Thematic focus:
- Geopolitical uncertainty and strategic autonomy
- Transition Finance - recognizing future trends at an early stage
- New rules for private market investments
- Balanced asset diversification through real estate
- Transformative effects of blockchain technology and AI
- Monetary policy and society in a multipolar world
- Tax pitfalls when making investment decisions
- Suitable business models for start-ups
- From the liquidity premium to the complexity premium?
The procedure
Once you have registered for the event, you will receive an e-mail with all the important information and a link to our password-protected Excellence Portal.
Information on the presentations and speakers as well as details of the participants and the solution approaches and core competencies of the solution partners represented will be available for you there.
The Excellence Forum is an interactive event format:
Take the opportunity to define your preferences for discussion partners and investment insights. Your individual timetable consisting of keynote presentations, best-practice impulses, interactive round tables, case studies and one-on-one discussions with solution partners and other responsible persons from your industry will be created and used to guide you through our event.
The experienced team from Smart Bridges will be at your side with help and advice throughout the event.
Focus on topics and exchange – you don’t have to worry about anything else!
The Private Wealth Excellence Forum is rounded off by an informal and relaxed exchange with our varied supporting program, networking and coffee breaks as well as a reception and the exclusive business dinner.
Location
The 5-star Steigenberger Frankfurter Hof is located right in the heart of Frankfurt city centre. Its convenient location allows for easy and straightforward travel connections. Frankfurt Central Station is approximately 10 minutes away.
The hotel’s luxurious atmosphere and high-end facilities provide the ideal setting for productive and meaningful exchange. The rooms offer the highest level of comfort, with views overlooking Frankfurt’s banking district and historic old town.
You can find further information here: Steigenberger Frankfurter Hof
Registration
Private
Wealth
Excellence Forum
- 100 participants
- 16+ Top Speakers
- 11+ lectures, workshops & discussions
- 1-To-1 Meetings: personal and direct
- 4 Round Table & Case Studies
- 2 inspiring event days
- 2 Business Lunch
- 1 business dinner
Media partner
FYB For Your Business
