Elite Summit 2008

Venue: Kempinski

Location: Geneva, Switzerland

Event Date/Time: May 28, 2008 End Date/Time: May 30, 2008
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As the personal fortunes of high-net-worth investors and family offices grow, so do their financial challenges. Asset allocation. Portfolio diversification. Risk management. Tax planning. Estate management. Retirement plans. As families add more digits to their bottom line, the complexities of managing such wealth mount exponentially.

Consequently, family offices are looking to partner with service providers who can remove the complications from managing assets and help them preserve and grow their wealth. The Elite Summit is designed specifically to address the investment concerns of affluent families and showcase how to profit from global investment opportunities and best practices.

The Elite Summit 2008 offers the perfect setting for sponsors to present their products and services directly to key decision makers from the most prominent family offices in Europe, Russia and the Middle East. Over three days, sponsors will meet and interact with the gate keepers of family wealth, through a number of business one-to-one meetings and many networking activities. In addition, sponsors will attend the strategic summit sessions led by high-net-worth investors. Within the luxurious settings of the Grand Hotel Kempinski, this networking event presents a unique opportunity to develop meaningful and valuable business relations.


Additional Information

The purchasing requirements of senior executives from single family and multi-family offices in Europe, Russia and the Middle East are widely diversified. All potential delegates complete an application prior to being admitted to the event. This process ensures we are confirming only the most appropriate potential clients for our sponsors’ products and services. Once admitted, we collect additional information to create a complete personal and company profile of the delegation including what products and services are on each of their priority lists in the coming 6-18 months. Similar information is collected for each of our sponsor representatives. Two to three weeks prior to the event, sponsors are given access to these profiles and then select those executives who are actively seeking to purchase their products and services. Delegates also have the opportunity to review sponsor profiles and make top priority selections. In order to create an optimal three day agenda of one-to-one meetings for each sponsor representative, all online selections are collated into a personal schedule. These preliminary agendas are made available to sponsors in advance of the event to give ample time to prepare for each meeting. A robust agenda of informal networking activities accompanies the summit programme and meeting agenda to ensure all possible business opportunities are uncovered. The Delegates To ensure that the Elite Summit maintains a high level of relevancy and maximises the time and opportunity of the attending sponsors, the summit’s executive delegation is carefully selected according to the following criteria: - Scope of Responsibility - Assets Under Management - Interest in Purchasing Products and Services - Location: Europe, Russia and the Middle East Delegates will include Presidents, Chairmen, Chief Executive Officers, Chief Investment Officers, Vice Presidents and Directors of single family and multi-family offices.