Family Office Forum, London 2017
3 - 4 October 2017: Join us when 100+ genuine* Family Offices and CIOs meet!
Expect 100+ genuine* Family Offices, Principals and CIOs attending.
We are currently working on the programme for 2017.
If you wish to participate as a speaker, please contact us at firstname.lastname@example.org
To view the speakers in 2016 please click here
To view the speakers in 2015 please click here
To view the speakers in 2014 please click here
Her Royal Highness Princess Tessy of Luxembourg
Since June 2003, She has been involved with the Luxembourg Army, where She has received training in a combat unit....................
She volunteered to take part in the United Nations Mission in Kosovo as part of the BELUKOS 13/15 detachment, from March to August 2004, being the only female member of Her draft. She received the UN medal of recognition for this mission. In 2005, She was posted to the Luxembourg Embassy in London. She took up a post at the Permanent Mission of Luxembourg to the United Nations in Geneva.
She received a diploma in the educational sector and several certifications in Psychology. After spending two years in the United States during which Princess Tessy studied occupational therapy the Princess has now moved to England, where she works in the “security and research” sector.
Princess Tessy is very much involved in charities and NGOs acting in favour of people with specific needs, She is actively taking part in charitable events in Luxembourg as wells as in London. It is five years now that she has joined, as an active member, the Luxembourg “Groupe de Support Psychologique” (GSP).
Princess Tessy graduated from Richmond, the American International University in London with a BA in Art in International Relations. She got awarded 5 times the ‘Deans’ List’ throughout her undergraduate career, which is a recognition of academic excellence. Princess Tessy achieved a first in her undergraduate dissertation that she wrote on the continuing trend of nationalism in Europe with the case study of Golden dawn in Greece. Moreover, Princess Tessy graduated from SOAS University with a MA in the field of International Studies and Diplomacy. She received a merit for her MA dissertation on Biological Terrorism and Violent Non State Actors.
In England, Princess Tessy works as a Director in an intelligence company. Princess Tessy has also launched her own NGO called Professors Without Borders and is the new patron of the United Nations Association.
Princess Tessy is also the Global Advocate for Young Women and Adolescent Girls at UNAIDS, is the newly appointed Patron for UNA-UK, and is an Associate Fellow at Chatham House, a globally recognized think tank patronized by the Queen in the center for Global health and security.
A keen sportsperson, Princess Tessy regularly practices the following sports: swimming, scuba diving, spinning, skiing and hunting. She is a member of the Niederkorn Fanfare. She likes classic and contemporary music and is particularly interested in jazz. She regularly attends conferences and seminars on "psychology and social development", topics she also enjoys reading about most. In addition to Her native Luxembourgish, she also speaks fluent French, English and German.
On 29 September 2006, she became Tessy de Nassau when she married Prince Louis of Luxembourg. The princely couple has two sons, Prince Gabriel, Michael, Louis, Ronny of Nassau and Prince Noah Etienne Guillaume Gabriel Matthias Xavier of Nassau. H.R.H. the Grand Duke granted the title of Princess of Luxembourg, Princess of Nassau and Bourbon-Parma to the wife of Prince Louis on 23 June 2009, Luxembourg's National Day. In 2012, Princess Tessy received the Order of Civil and Military Merit of Adolph of Nassau. In 2016, Princess Tessy received the Mrongovius medal of recognition for her work on spreading humanistic ideas globally.
Veritage Family Office (Canada)
Francesco Lombardo is a family business advisor/facilitator who has coached some of the world’s most successful and affluent families for over twenty years to fostering a culture of safe space................
Through his extensive work with these families, Lombardo has identified a universal connection between people’s relationship to money (Money Motto) and the impact this has on their families, businesses, and legacies.
Francesco is the founder of Veritage which is the safe space for families to understand how their feelings about money impacts the relationship with each other and the family. He guides families to developing governance models which holds the individual, the relationships with each other; and their wealth accountable to a set of guiding principles set out by the family for the family.
In addition, Lombardo is the co-creator and lead facilitator at The Scone Project, an invite only experiential and interactive next generation leadership development program hosted at Scone palace in Scotland every May.
Francesco is a much-sought after international speaker who has spoken at Campden Wealth Conferences, Institutional Investor, Tiger21, YPO/WPO chapters, and The Society of trust & Estate Practitioners, among others. His many television appearances include shows such as Money Talks, The Moring Show and Sky News.
Passionate and engaging, Francesco is a leading expert in the emotional impact money has on relationships, estate, family business and family office operations globally. He is committed to assisting families find, create and maintain a safe space by developing a model of cultural governance, which contributes to the continuity and sustainability of the family and its wealth.
Brunswick International Finance (UK)
A specialist Mortgage Broker for 15 years, having worked for a large international bank, a national Mortgage Broker and International Financial Service providers................
In 2008 he started Willow Private Finance, which was established to bring together his experience and contacts in dealing with HNW individuals/ families, offshore and expat clients and latterly founded Brunswick International Finance. He provides a truly holistic service by advising on residential, commercial, development, bridging & Lombard lending.
Ethical Markets Media
Hazel Henderson D.Sc.Hon., FRSA, is founder of Ethical Markets Media, LLC (USA and Brazil), a Certified B Corporation. ................
She is a world renowned futurist, evolutionary economist, a worldwide syndicated columnist, and author of award-winning Ethical Markets: Growing the Green Economy (2006) and eight other books. She created the Ethical Markets TV series in global distribution at www.films.com, the EthicMark® Awards, the Green Transition Scoreboard® and co-created Ethical Biomimicry Finance®.
Her editorials are syndicated globally by Inter Press Service, and her book reviews appear on SeekingAlpha.com. Her articles have appeared in over 250 journals, including Harvard Business Review, New York Times, Christian Science Monitor, as well as journals in Japan, Venezuela, China, France and Australia.
Since becoming a full-time media executive in 2004, Hazel has stepped down from many of her board memberships, including Calvert Social Investment Fund (1982-2005), the Social Investment Forum and the Social Venture Network. She has been Regent's Lecturer at the University of California-Santa Barbara, Horace Albright Chair in Conservation at the University of California-Berkeley, and advised the U.S. Office of Technology Assessment, the National Academy of Engineering and the National Science Foundation from 1974 to 1980.
She remains on the International Council of the Instituto Ethos de Empresas e Responsabilidade Social, Sao Paulo, Brasil; is a fellow of the World Academy of Art and Science and the World Business Academy; and is an Honorary Member of the Club of Rome. She shared the 1996 Global Citizen Award with Nobelist A. Perez Esquivel of Argentina. In 2007, she was elected a Fellow to Britain’s Royal Society of Arts, founded in 1754.
In 2010, 2012, 2013 and 2014, she was honored as a "Top 100 Thought Leader in Trustworthy Business Behavior" by Trust Across America. In 2012, she was honored with the Reuters Award for Outstanding Contribution to Development of ESG & Investing at TBLI Europe. In 2013, she was inducted into the International Society of Sustainability Professionals Hall of Fame.
Her 2014 monograph, Mapping the Global Transition to the Solar Age, published by ICAEW and Tomorrow’s Company, UK, is available for free download from www.ethicalmarkets.com.
Rupert Boswall is the Chairman/Senior Partner of RPC, an international commercial law firm which works closely with Family Offices and UHNWs on direct investment M&A mandates, resisting tax challenges from government revenue services and resolving disputes..............
As well as in UK/Europe, RPC has particularly strong connections in Saudi Arabia/the GCC, Singapore/Indonesia, Japan and Hong Kong/China. RPC works closely with Oculus Financial Intelligence in recovering assets or damages where Family Offices have lost money in questionable circumstances.
Co-Founder and COO
Oculus Financial Intelligence
Yousef Al-Majali is a co-founder and Director of Oculus Financial Intelligence and serves as Chief Operating Officer of the company..................
Dominik von Eynern
Blu Family Office
Dominik has more than 15 years of experience in financial derivatives, principal investment and business development. He comes from a business family now in the 5th generation...........
Dominik began his career as a structured derivatives marketer for Merrill Lynch and Nomura. He has since held senior positions at a volatility strategy hedge fund and a Swiss based asset manager. Dominik became a Partner of Blu Family Office in 2013 and manages many of our strategic and business development functions.
Dominik holds a BA in Economics from the University of Augsburg (1997) and a Masters in Financial Engineering from the Goethe University in Frankfurt (2000).
Dr. Hermann Hauser
Ingenieur, Computer- und Risikokapital-Unternehmer
I.E.C.T. Hermann Hauser Management GmbH
Hermann Hauser, fellow of the Royal Society, of the Institutes of Physics at the Royal Academy of Engineering and honorary fellow of the Kings College, is a worldwide recognised and successful computer- and venture capital entrepreneur.......................
He got well known due to his involvement in ACORN Computer 1978, who developed the ARM processor, which can be found in billions of mobile phones today. In 1997 Hermann Hauser founded, together with Anne Glover and Peter Wynn, Amadeus Capital Partners and a couple of other very successful companies in the years after. He founded the Hauser Forum in Cambridge which contains among other things an ideaSpace, Cambridge Enterprise and Cambridge Networks. All these institutions help start-ups to create a successful venture.
Last year he co-founded the I.E.C.T. - Hermann Hauser together with his cousins Josef and Johannes Hauser to enhance the potential of start-ups in the alpine region.
A few milestones of Hermann Hauser:
– Founder of ACORN Computer – IPO
– Founder of Amadeus Capital Partners
– Lead Investor at Cambridge Silicon Radio, world´s de facto Bluetooth standard – IPO
– Investment in Icera – sold to Nvidia for $367 million
– UK´s Computer Personality of the Year 1984
Dr. Julia Balandina Jaquier
Author of Catalyzing Wealth for Change: Guide to Impact Investing
Julia is a recognized expert in impact investing and a trusted adviser to some of the largest HNW families, private foundations, international banks, and the Swiss and the UK Governments...........
She is an adjunct professor at the University of St. Gallen, an author of one of the first books on impact investment (2011), and a member of several boards and Investment Committees, including at SIFEM (the Development Finance Institution of the Swiss Confederation) and Unilever. She started her career at McKinsey in 1993, then managed the European private equity business of a large institutional investor, and pioneered and led an impact investment fund, prior to starting her strategic consultancy practice in 2010.
Her latest book, Catalyzing Wealth for Change: Guide to Impact Investing for HNW Individuals, Family Offices, Foundations, and Family Businesses, has been published in May 2016.
Jamie Lowther Pinkerton
Jamie Lowther-Pinkerton recently retired as Principal Private Secretary to The Duke and Duchess of Cambridge and Prince Harry (2005-14)...................
Prior to that he spent five years in the security sector, designing security solutions for Not-for-Profit organisations operating in hostile environments. He co-founded Objective Team, a company training journalists and others working in hostile environments.
Previously, he was an officer in the British Army, serving in the Irish Guards (79-87), the SAS (87-95) and as an operations officer working for the Chief of the Defence Staff (95-98). He is a trustee of the HALO Trust, the world’s largest humanitarian mine- clearance charity, and the Royal Foundation of The Duke and Duchess of Cambridge and Prince Harry.
He is a Deputy Lieutenant of Suffolk, an Honorary Master of the Bench at Middle Temple and an Extra Equerry to The Duke of Cambridge.
Ingo is the European representative for the GIIN, the Global Impact Investing Network. He is a seasoned PE/VC and impact investor and a recognized expert in this area................
Ingo serves as an advisor and board member of numerous companies, funds, UHNW and family offices. He is on the Investment Committee and part of the team that founded the LeapFrog Financial Inclusion Fund, a specialized emerging markets investor managing $1bn+. Furthermore, he is a German National Advisory Board member of the G8 Social investment task force.
Ingo has more than 20 years of international experience in M&A, private equity and strategy in financial services and technology. He has a trackrecord of managing PE-backed digital businesses as CEO, CFO & COO as well as Head of M&A/Global Corporate Development at Swiss Re. He has also had a long career in leadership roles in GE Capital and has been the Investment Director for Softbank’s Venture Capital fund.
Wermuth Asset Management
Jochen Wermuth is a member of the steering committee of the peer-to-peer investor networks “Europeans for Divest-Invest” and “100% Impact Network“................
He is also Founding Partner and Chief Investment Officer of Wermuth Asset Management GmbH (WAM) and the principal of the Wermuth family office. WAM is a BaFin regulated investment adviser, committed to alternative and sustainable investments with a positive impact on the environment and fighting corruption.
Founded in 1999, it has launched and advised investment funds with peak assets in excess of $1bn. The current flagship fund, the Green Gateway Fund 2, invests EUR5-30m of equity in German and other EU firms in the resource efficiency and renewable energy space and helps them to grow internationally. Previously, Jochen Wermuth was a Director at Deutsche Bank London and an EU-TACIS and World Bank-financed Head of the Economic Expert Group at several ministries of finance in Eastern Europe. Born in 1969, he was educated at Brown and Oxford Universities in Mathematics and Economics.
He is married to an environmentalist and has three children. He speaks German, English, French and Russian.
Family Office Services Leader EMEIA and GSA
Ernst & Young GmbH
Since over 20 years Peter works in Investment Banking / SME Corporate Finance transactions and in Private Banking initially at Deloitte in London, the WestLB-Group, HSBC Trinkaus, Sal. Oppenheim and with IMAP M&A Consultants................
Since June 2012 Peter Brock set up the global and multidisciplinary services offering for Family Office Services at Ernst & Young. He advises Family Offices and entrepreneurial families regarding holistic services around tax and audit, but also setting up and structuring a Family Office, risk management / controlling, succession issues, family governance and M&A advisory or Real Estate transactions, i.e. assisting family investors in direct investments projects.
Yes We Can Youth Clinics
Piet Jansen’s career is drenched in social engagement. His first venture was the set-up of a conglomerate of private language schools for students............
after which he also helped setting up a youth and student travel agency. In both cases, his drive was to make sure young people would see the world before getting tied down with a job or family duties. Funny enough, he always spends 7 years on a venture before moving to the next.
In between his commitment to Yes We Can Youth Clinics and his previous projects, he coached & consulted a variety of multinationals and medium sized companies on strategic HR issues.
Most of all, he wants to help as many children and families getting out of deadlock situations. Asking him about his altruistic nature, he responds: “as we are all connected, helping you ultimately means I also help myself. In that sense, I am not altruistic at all. It just makes me happy if I can make even the tiniest difference in the lives of others.” Over the years, YWCYC has successfully treated thousands of 13-25 year olds suffering from complex behavioural disorders, addictions and behavioural problems.
zfhn Zukunftsfonds Heilbronn
Thomas Villinger joined the zfhn as a co-founder and CEO in 2006. In the scope of his work, he also is an advisory board member in many of our portfolio companies.............
Prior to that he was the founder and managing director of the “Innovationsfabrik Heilbronn”, a large business incubator of 60 start-up companies with a focus on the industrial sector, electronics and communication.
Thomas has more than 12 years of experience in venture capital management within companies such as CapGemini, KfW Banking Group and World Bank, with a focus on M&A and raising capital for growth companies in Europe, the Gulf States and the U.S. Prior to this position, he worked in the technology industry, where he was responsible for venture capital-backed business.
Having studied economics and geography at Goethe University Frankfurt, Thomas also holds a Master of Business Administration (MBA) degree from Schiller International University (USA & F).
Dr. Jason Fox
Dr Jason Fox is a modern day wizard-rogue, author and leadership adviser..............
Oft sought after for his pioneering philosophies and expertise in motivation design, Dr Fox shows forward-thinking leaders around the world how to unlock new and meaningful progress—amidst a volatile sea of complexity, uncertainty, ambiguity, paradox and doubt.
His clients include Fortune 500 companies around the world including Microsoft, PepsiCo, HP and McDonald’s, to other multinationals such as Toyota, Beam Suntory, Vodafone, Honda, Sony, Gartner, Johnson & Johnson, Xero, HP, Red Cross, Pandora, KPMG, and The International Institute of Research (not to mention banks, universities, telcos, government agencies, insurance companies, software developers, associations, intergovernmental world forums, and so on).
In addition to serving as leadership adviser, Jason is also an in-demand keynote speaker who works particularly well with sceptical audiences who have ‘seen it all before’. In 2016 he was awarded Keynote Speaker of the Year by Professional Speakers Australia, entering him into the Speaker Hall of Fame.
Jason is the bestselling author of The Game Changer, and How to Lead a Quest: a handbook for pioneering executives, and his research has been featured in the likes of Smart Company, Huffington Post, BRW and The Financial Review.
As well as the above, Jason enjoys partaking in extreme sports such as reading, beard maintenance and coffee snobbery.
Independant Family Business Advisor
Mr. Hillerström (TEP) is one of Europe’s leading independent Family Business and Family Office advisors...............
His expertise includes Succession Planning, Conflict Management, building Shareholder’s Agreements, creating Family Constitutions, Emergency Planning, overall Wealth Management Planning, Financial Education and all types of Family Office solutions.
Mr. Hillerström previously worked in his family’s own business (shipping), for Banque Kleinwort Benson (private banking) and for PricewaterhouseCoopers where he created a European Family Business and Family Office Service. He has worked with over 130 families in 26 countries and hence has a great understanding and respect for different religions and cultures.
Mr. Hillerström has an MBA from IMD Switzerland. He is frequently asked to lecture on his experiences and knowledge in this area, is the author of numerous articles that have appeared in financial and business magazines and co-authored the book “Wise Wealth” published by Palgrave Macmillan in December 2010.
Viktoriya is the Founding Partner of TA Ventures, a venture capital fund, investing in innovative seed-stage/Series A web and mobile tech companies mainly in the USA and Europe..................
As of June 2017, TA Ventures has 100+ companies in its portfolio and has achieved 29 exits. Portfolio highlights: Azimo, Dreamlines, FinanzCheck, NU3, SumUp, Wallapop. TA Ventures is focusing on SaaS, Marketplaces and DeepTech in FinTech, TravelTech, Digital Health and other sectors.
TA Ventures actively helps its portfolio companies and partners with setting up fully proprietary, cost-efficient R&D centers in Ukraine/Europe.
Viktoriya is the founder of Code Club Ua, President of Odessa International Film Festival, Founder and Chairman of the Supervisory Board of Ukrainian Film Academy.
Expo Investments (Bronfman Family Office), Canada
From modest beginnings as an immigrant at the end of the nineteenth century, the family patriarch Samuel Bronfman began to create what would become the leading distiller in North America...................
As a direct recipient of the wealth created by the Seagram Company, the family office multiplied the value of this cash flow by continually reinvesting in various ventures, ranging from chemicals to real estate.
Eli is the managing member of Distillers Capital LLC, a fundamental market neutral hedge fund firm, which trades proprietary capital. He is a managing director of Lincoln Avenue Capital LLC, which invests directly in affordable real estate assets in North America.
He previously worked on the equities team at IceFarm Capital, a global discretionary Macro Fund and Arrow Capital, an event driven Fund. He began his career at Goldman, Sachs & Co. in the Securities division.
He holds a BA from Williams College.
Eva Helene Yazhari
Co-Founder and CEO
(SFO and not for profit fund, USA)
Eva Helene Yazhari is a Co-Founder and Chief Executive Officer of Beyond Capital Fund and a member of the Investment Committee. ...................
Throughout her career, Eva has been involved in management and investment efforts in both non-profit and corporate settings. She is currently ensuring that the capital allocated from the Beyond Capital Fund portfolio is put to effective use in accordance with due diligence best practices.
Eva was previously a Vice President at EnTrust Capital Inc., an asset management firm where she worked on the fund of hedge fund investment team and specialized in due diligence and portfolio construction. She holds regular roundtables in Los Angeles and Switzerland for banks, foundations and individuals, in addition to being a panelist at SOCAP and numerous family office conferences. Eva is also a member of Toniic, a global network for impact investors and the Young Presidents' Organization Social Enterprise Network Ambassador for the Americas.
Eva graduated from Barnard College, Columbia University with a B.A. in Mathematics, and lives in Dallas, Texas.