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Join 100+ Family Offices and UHNWIs based in the UK and beyond: Best Practice in Governance and Investments • High family office and investor ratio – network with Family Offices and UHNWIs also from our international network • Topics for families by families – Family Governance and Investment best practice • All-day networking – meet prominent peers and have inspiring conversations Family Principal Speakers Include: Maurice Ostro Family Principal Ostro Family Stephen Brenninkmeijer Family Principal Brenninkmeijer Family Lord Anthony Tudor St John 22nd Baron St John of Bletso Octavian Graf Pilati Family Member Sub Umbra Dante de Lucia Family Principal De Lucia Di Vora Philip Blackwell Family Principal Blackwell Family Family Office Forum Collection London 2021 Edition, 23rd-24th February, The Langham Forum Partners Join us! Register online at www.prestelandpartner.com by email offi[email protected] or phone +44 (0) 20 339 7139 0 FREE ENTRY for genuine* Family Offices and UHNWIs * Our definition of a genuine Family Office demands a minimum of £150 million and working for one or a few (not a solution provider to many 3rd parties). Shaping the Future of Your Family Office Turning Challenges into Opportunities Join Us When 100+ Family Offices and UHNWIs Meet!

London 2021 Family Office Forum AgendaAbout Us: With our six well-established annual family office forum editions in Zurich, Dubai, Singapore, Wiesbaden, New York City, and London,

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Page 1: London 2021 Family Office Forum AgendaAbout Us: With our six well-established annual family office forum editions in Zurich, Dubai, Singapore, Wiesbaden, New York City, and London,

Join 100+ Family Offices and UHNWIs based in the UK and beyond: Best Practice in Governance and Investments• High family office and investor ratio – network with Family Offices and UHNWIs also from our international network

• Topics for families by families – Family Governance and Investment best practice

• All-day networking – meet prominent peers and have inspiring conversations

Family Principal Speakers Include:

Maurice Ostro Family PrincipalOstro Family

Stephen BrenninkmeijerFamily Principal

Brenninkmeijer Family

Lord Anthony Tudor St John 22nd Baron

St John of Bletso

Octavian Graf PilatiFamily Member

Sub Umbra

Dante de LuciaFamily Principal

De Lucia Di Vora

Philip BlackwellFamily Principal

Blackwell Family

Family Office Forum CollectionLondon 2021 Edition, 23rd-24th February, The Langham

Forum Partners

Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0

FREE ENTRY for genuine* Family Offices and UHNWIs

* Our definition of a genuine Family Office demands a minimum of £150 million and working for one or a few (not a solution provider to many 3rd parties).

Shaping the Future of Your Family OfficeTurning Challenges into Opportunities

Join Us When 100+ Family Offices and UHNWIs Meet!

Page 2: London 2021 Family Office Forum AgendaAbout Us: With our six well-established annual family office forum editions in Zurich, Dubai, Singapore, Wiesbaden, New York City, and London,

Overview

Family Office Forum London 2021 Edition, 23rd-24th February, The Langham Audience

Family Office ForumLondon 2021 Edition, 23rd-24th February, The Langham

Join our Family Office Forum In London:Benefit from a 3:1 private family office and investor:expert ratio and meet 100+ Family Offices and UHNWIs at the event!

The Prestel & Partner Family Office Forum Collection provides an exchange between family offices, wealth-owners, and only a select few partners on best practice in governance and investments.

Strictly no product presentations or specific pitches - topics covered are key issues for Family Offices and UHNWIs. These hands-on topics hold clear benefits for all participants. The focus is on added value, trends, and strategies.

Signature Features and Formats:• Interactive presentations and engaging panel discussions; with high number of family principals sharing their views• In-depth round table discussions• All-day networking, in addition to dedicated networking breaks, lunches, and drinks reception

About Us:With our six well-established annual family office forum editions in Zurich, Dubai, Singapore, Wiesbaden, New York City, and London, Prestel & Partner is proud to be a global leader in providing a private platform for networking, sharing, and learning opportunities on the most pertinent family office and investment themes.

Editorial Notes:We are editorially independent; our forum agendas are the result of extensive conversations and months of research with Single and Multi Family Offices, UHNWIs, thought-leading advisory firms and financial institutions on the most crucial and timely topics that keep family principals and their family offices awake at night and offer inspiration to them. We don’t take commissions from selling anything, and are committed to staying neutral.

Privacy Considerations:Our great respect for personal privacy ensures any attendees (including royals, billionaires, former heads of state, and Single Family Office Principals, CIOs and CEOs) enjoy the event with total data privacy.

Thank you for inviting me to speak at the Prestel & Partner Family Office

Forum. I was delighted to be have been involved and given the opportunity to speak about The Power of Branding and Aligned

Communication. It was an enjoyable experience with a

very engaging audience.

Jonathan Warburton, Chairman, Warburtons

The Family Office Team at Barclays were delighted to partner with Prestel & Partner for the first time in London.  Over 2 days, we met a number of very

interesting FOs we did not have access to or were not aware of as they typically operate ‘under the radar’.  We are confident that this was just the start to some brand new relationships

which we hope to build up over time.

Philip Mayer, Head of UK Family Office Team Barclays Private Bank

‘‘

Thoroughly enjoyed the forum and my panel. It is

not every day that you can involve the audience with their perspective and have

an ex agent conducting covert military operations

for interview.

Toby Ruckert, Entrepreneur, Inventor

The Platinum of all Family Office Summits,

two spectacular days. The highest standard of excellence in every way

imaginable!

Wendy Coumantaros

Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 002 Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0 03

Family Offices & UHNWIs Forum Partners, Advisors Neutral

13

65

3430

7

0

20

40

60

80

100

120

140

160

180

200

139

122

52

19

123

39

142

84

20

49

137

119

16

64

111

Dubai Wiesbaden Singapore Zurich

13

65

3430

7

0

20

40

60

80

100

120

140

160

180

200

139

122

52

19

123

39

142

84

20

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64

111

New York

13

65

3430

7

0

20

40

60

80

100

120

140

160

180

200

139

122

52

19

123

39

142

84

20

49

137

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16

64

111

London

13

65

3430

7

0

20

40

60

80

100

120

140

160

180

200

139

122

52

19

123

39

142

84

20

49

137

119

16

64

111

Service providers are from various fields such as health, travel, international structuring, software, education or luxury goods – not uniquely from the financial industry. Partners contribute with and offer their expertise, without any upfront product sales.

The Prestel & Partner AudienceA majority of Single and non-commercial Multi Family Offices with the profiles of Principal, CEO, CIO, CFO, & COO.

Your Advantage

The audience: Our event is exclusively dedicated for Single Family Offices, Principals and Private Multi Family Offices who do not offer services or products but come to network and learn. At our event all other Family Offices and Experts who act as advisors or consultants or who offer products and/or solutions to third parties are considered to be solution providers.

The concept: More Family Officers than solution providers on stage and in the audience. Network with 100+ Family Offices and UHNWIs.

The content: Bespoke and curated program with considerable time dedicated to in-depth discussions, knowledge and experience sharing and learning opportunities, and Q&As.

Page 3: London 2021 Family Office Forum AgendaAbout Us: With our six well-established annual family office forum editions in Zurich, Dubai, Singapore, Wiesbaden, New York City, and London,

Conference Programme Day 1

Family Office ForumLondon 2021 Edition, 23rd-24th February, The LanghamConference Programme Day 1

Family Office Forum London 2021 Edition, 23rd-24th February, The Langham

Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 004 Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0 05

The Langham’s Ballroom: Presentations and Panel Discussions

Ballroom Foyer: All-Day Networking with Refreshments

Boardroom: In-Depth Roundtable Discussions – see pages 8-9

Day One Morning - Tuesday, 23th February 2021

08:20 Registration and Networking with Breakfast - Meet other Family Offices and UHNWIs

08:50 Family Office Forum Opening Remarks from Prestel & Partner

Dealing with Change: The Role of Technology for Family Offices

09:00 DisrupTech: How European Family Investment Companies are Responding to Digital Change • Take away key findings from the European Family Investment Company Report • Explore how your investor peers embrace all the change that technology brings John Learmonth, Managing Director, Deanbridge International

09:30 The Power of “Using an Innovation Lens” as a Family Office • Learn how to accomplish your family’s mission and objectives by leveraging new technologies and innovations • Practical ways to integrate into your investing and philanthropy Matthew Le Merle, Co-Founder and Managing Partner, Fifth Era and Keiretsu Capital

10:00 Tech as a Family Office Investment - A Panel Discussion Chair: Catherine Shiang, Family Member, ACA LTD Family Office

10:30 Lessons from Private Technology Investing • Venture Capital vs direct, valuation and the opportunity set in a current and post COVID-19 world Jack R. Selby, Managing Director, Thiel Capital

11:00 Networking and Refreshments - Meet other Family Offices and UHNWIs

Dealing with Change: Focus Brexit and the Consequences for Your Family Office

11:30 Family Offices and Brexit – Insights on How large Financial Institutions Plan Ahead

12:00 The Future of Family Offices with Brexit and Beyond – A Panel Discussion • How do we re-align, adjust to and re-define the future? • Hear Family Office and investor perspectives and join the conversation Dr. Marie-Athena Papathanasiou, Investor, Conservationist Nitin Shakdher, Investor, Entrepreneur, CEO, Green Capital Bilal Zein, CEO, Quanon Capital Chair: James Smith, Founder, JS Consulting

12:40 Lunch and Networking in the Ballroom Foyer - Meet other Family Offices and UHNWIs

The Langham’s Ballroom: Presentations and Panel Discussions

Ballroom Foyer: All-Day Networking with Refreshments

Boardroom: In-Depth Roundtable Discussions – see pages 8-9

Day One Afternoon - Tuesday, 23th February 2021

Dealing with Change: Planning to Succeed via Solid Governance

13:50 Addressing Entitlement, Perceptions and Sense of Purpose – A Panel Discussion on Shareholder Activism and Family Harmony Montserrat Gonzalez París de Argemi, Family Principal Chair: Dante de Lucia, Family Principal, De Lucia Di Vora

14:30 Safeguarding Your Estate Presented by Safety Revolution

15:00 Timing Affects How Families Co-operate • Learn why co-operation between family members increases during crisis • What are possible reasons for family members to diverge when things are perceived to be well again • How to keep the continuous engagement Doris Sommavilla, Principal, Union Hotels Canazei, Sommavilla Costruzioni Dominik von Eynern, Family Principal, Family Hippocampus

15:30 Networking and Refreshments - Meet other Family Offices and UHNWIs

16:10 Re-assessing and Re-calibrating Family Office Structures and the Role of Providers • Shorten your learning curve by using the knowledge of experienced peers • How to weather a crisis and to whom to turn for advice Bilal Zein, CEO, Quanon Capital Octavian Graf Pilati, Family Member, Sub Umbra Chair: Andrew Davis, Head of Investment Promotion, Invest Hong Kong

16:50 Family Office Transitions: The Legal, Operational and Ethical Aspects - A Panel Discussion • Gain insights from family principals, their trusted executives and practitioners Sidney Wheatley, CIO, Royal Private Family Office, Bahrain Matthew Norman, CIO, Kenjiro Private Office

17:30 Practical Governance in Family Office Investment Decision Making • How to assess Investment opportunities and potential asset allocations objectively? • Implications of different approaches; Illiquid vs. liquid as a Family Office Investor • What happens when multiple parties are involved? Philip Mayer, Head of UK Family Office Team, Barclays Private Bank

18:00 Keynote Address: My Life Before and After the Liquidity Event Philip Blackwell, Family Principal, Entrepreneur

18:30 Networking Drinks Reception in The Ballroom Foyer - Meet other Family Offices and UHNWIs

20:00 End of Day One of the London 2020 Edition Forum

Page 4: London 2021 Family Office Forum AgendaAbout Us: With our six well-established annual family office forum editions in Zurich, Dubai, Singapore, Wiesbaden, New York City, and London,

Conference Programme Day 2

Family Office Forum London 2021 Edition, 23rd-24th February, The Langham Conference Programme Day 2

Family Office ForumLondon 2021 Edition, 23rd-24th February, The Langham

Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 006 Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0 07

The Langham’s Ballroom: Presentations and Panel Discussions

Ballroom Foyer: All-Day Networking with Refreshments

Boardroom: In-Depth Roundtable Discussions – see pages 8-9

Day Two Morning - Wednesday, 24th February 2021

08:40 Registration and Networking with Breakfast - Meet other Family Offices and UHNWIs

09:30 Family Office Forum Day Two Opening Remarks from Prestel & Partner

Making Money while Doing Good: Acting on a Sustainability Mindset

09:40 Morning Keynote Address: The Story Behind Our Family Foundation – A Middle Eastern Case Study May Makhzoumi, Chair, Makhzoumi Foundation

10:10 Impact Investing as a Family Office - A Joint Fireside Chat Interview Robert Boogaard, Investor, Impact Catalyst Carlo Mazzola, Investor, Impact Catalyst Interviewer: Urszula Swierczynska, Impact Advisor, Philanthropoid

10:50 Networking and Refreshments - Meet other Family Offices and UHNWIs

11:30 Entrepreneurial & Investment Impact - how to bridge for positive impact Klaus-Michael Christensen, President, Swiss Impact Investment Association

12:00 Keynote Address: The Influence of the Pandemic on Climate Change Stephen Brenninkmeijer, Brenninkmeijer Family, Chair, European Climate Foundation

12:30 Lunch and Networking in the Ballroom Foyer - Meet other Family Offices and UHNWIs

The Langham’s Ballroom: Presentations and Panel Discussions

Ballroom Foyer: All-Day Networking with Refreshments

Boardroom: In-Depth Roundtable Discussions – see pages 8-9

Day Two Afternoon - Wednesday, 24th February 2021

Leadership and Innovation for Family Offices

14:00 Intuition and Decision Making Lessons from Tales of Yacht Ownership Captain Brendan O’Shannassy, Entrepreneur, Advisor

14:20 Lessons on Entrepreneurship Maurice Ostro, Family Principal, Philanthropist

14:50 Networking and Refreshments - Meet other Family Offices and UHNWIs

15:30 The Future Family Leaders: Education, Values and Leadership – A Panel Discussion Lord Anthony Tudor St John, 22nd Baron St John of Bletso, Investor

16:10 Explore How Next Gens Change the World (While being different than the previous Generations) - A Panel Discussion • Best Practise in achieving independence while being aligned to family values • How Next-Gens Work Together with, and Benchmark to Others – Families, and Peers

16:50 Networking and Refreshments - Meet other Family Offices and UHNWIs

Special Feature: Private Peer-To-Peer Discussions

17:00 Informal Roundtables: Two Parallel Sessions For Private In-Depth Conversations

We will be running two separate roundtable sessions with a dedicated moderator belonging to the related peer group. The discussions will allow you to exchange views, opinions, and best practice, with an added benefit of fostering further bonds with your peers.

I. Ballroom: Roundtable exclusively designed for wealth owners (principals, other family members, private investors, UHNWIs)

II. Boardroom: Roundtable exclusively designed for non-family office executives, advisors, practitioners, solution and service providers

18:30 End of Day Two of the London 2020 Edition Forum

Page 5: London 2021 Family Office Forum AgendaAbout Us: With our six well-established annual family office forum editions in Zurich, Dubai, Singapore, Wiesbaden, New York City, and London,

Investment-Themed Roundtables

Day One - Tuesday, 23rd February 2021

An exchange of opinions, views and experiences made. Hear from experts and learn from peers: Investing in times of “The New Normal”.

These investor roundtables are held parallel to the family topics on the ballroom stage and allow attendees to join in-depth discussions around specific investment-related topics.

Blockchain and the Crypto Universe as an Investment Opportunity• Learn how COVID-19 is pushing Blockchain and Crypto assets forward and what are the opportunities involved for family offices

• Explore how hybrid intelligence can be used for effective asset management

Chaired by Cindicator

Ways to Achieve Security and Simplicity for Complex Wealth• How to consolidate wealth in a volatile era whilst mitigating risks and tapping into opportunities

Chaired by Altoo

Preventing Trouble – Safeguarding Your Estate (Estate as in: Your Mansion, Farms etc.)Chaired by Safety Revolution

Investment-Themed Roundtables

Day Two - Wednesday, 24th February, 2021

An exchange of opinions, views and experiences made. Hear from experts and learn from peers: Investing in times of “The New Normal”.

These investor roundtables are held parallel to the family topics on the ballroom stage and allow attendees to join in-depth discussions around specific investment-related topics.

Real Estate Strategies in the UK and beyond

Private Equity as an Investment Case

Structures to Preserve Wealth over Generations Globally

Conference Programme Day 2

Family Office ForumLondon 2021 Edition, 23rd-24th February, The LanghamConference Programme Day 1

Family Office Forum London 2021 Edition, 23rd-24th February, The Langham

Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 008 Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0 09

Page 6: London 2021 Family Office Forum AgendaAbout Us: With our six well-established annual family office forum editions in Zurich, Dubai, Singapore, Wiesbaden, New York City, and London,

Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 010 Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0 11

Family Office Forum London 2021 Edition, 23rd-24th February, The LanghamParticipants Registration

Family Office ForumLondon 2021 Edition, 23rd-24th February, The Langham

The Prestel and Partner Promise

More Family Offices on stage than service providers. More Family Offices in the audience than service providers. For further information on the composition of our audience please see: www.prestelandpartner.com

Free participation is exclusive to Family Offices and only genuinely relevant partners of Family Offices will be able to purchase a delegate pass. In addition, the number of delegate passes is strictly limited. This ensures that the participating Family Offices enjoy a meeting among peers.

* Our definition of a private Family Office demands a minimum of £150 million and working for one or a few (= not a solution provider to

many 3rd parties).

If you want to become a partner please contact [email protected]

Forum Partners

Media Partners

Cancellation policy

1. If you are unable to attend your place is transferable.2. Invoiced amounts are due in full. Prestel and Partner will not issue refunds.3. If you register but can not attend Prestel and Partner will provide you with conference documentation.4. Prestel and Partner reserves the right to amend the conference programme and schedule without notice.5. Prestel and Partner is not responsible for any costs occurring due to any changes or cancellations.

Privacy

Tick here if you do not wish to receive information from Prestel and Partner Ltd.

* P&P definition of a Family Office; minimum £150m in assets and serves one or a few families (not a solution provider to 3rd parties). Those doing both (family investor and solution provider to FOs) are welcome to join us at 50% of the standard fee.

Registration fee includes refreshments, coffee breaks, snacks, buffet lunch, drinks and conference documentation. Accommodation is not included. VAT subject to government change.

Free Admission for Family OfficesAre you a private* Family Office? You have the privilege of free admission. Please contact [email protected]

Your contact details

Delegate name:

Title:

Company:

Address:

Country:

Telephone:

Email:

Permission granted by (name and signature):

How to register

In writing: Post us this form, or fax it to +44 (0) 20 3397139 1

Online: www.prestelandpartner.com in the section "Become a Delegate" or email [email protected]

By phone: +44 (0) 20 339 7139 0

Payment Details

Bank transfer: Prestel and Partner LtdAccount: 46223368, Sort code 30-99-93,BIC LOYD GB21132,IBAN GB43 LOYD 3099 9346 2233 68,Lloyds TSB Bank

Payments due within 10 days of invoice date, and in advance of the Family Office Forum. For terms and conditions see www.prestelandpartner.com

Secure your place at the Family Office Forum London23rd-24th February 2021, The Langham

Register Now

Until 31st March 2020

From 1st April Until 31st May 2020

From 1st June 2020

Number

Both Days:23rd and 24th of February 2021

£2490 + VAT £2790 + VAT £3090 + VAT

One Day Only:23rd or 24th of February 2021

£1990 + VAT £2290 + VAT £2590 + VAT

Prices in GBP Total

Page 7: London 2021 Family Office Forum AgendaAbout Us: With our six well-established annual family office forum editions in Zurich, Dubai, Singapore, Wiesbaden, New York City, and London,

Family Offices and UHNWI enjoy free entry! *Our definition of a Family Office is a minimum of £150m in assets from only one or few families / wealth-owners, and the Family Office is working for these families (not as a solution provider to many 3rd parties). Please contact [email protected]

Do you work with Family Offices? The Family Office Forum is not a sales show and places for service providers are strictly limited! To register please visit www.prestelandpartner.com

Your Registration: Online at: www.prestelandpartner.com under tab "Become a Delegate" or send an email to: [email protected] By phone: Please dial +44(0) 20 339 71390

Register Now

Registration

Upcoming Editions Of

Our Family Office Forum Collection

Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0

Singapore, 11th-12th May 2021

Join 100+ Family Offices and UHNWIs based in Asia and beyond for this unique forum.

London, 23rd-24th February 2021

Meet 100+ Family Offices and UHNWIs based in the UK and beyond to learn from each other.

New York, 15th-16th June 2021

Meet 100+ Family Offices and UHNWIs based in North America and beyond to discuss key family office topics.

Dubai, 9th-10th March 2021

Join 100+ Family Offices and UHNWIs from the Middle East and beyond to discuss Best Practice in Governance and Investments.

Wiesbaden, 20th-21st April 2021

Join us when 120+ genuine* German-speakingFamily Offices meet.

Zurich, 8th-9th December 2020

Join 100+ Family Offices and UHNWIs from all over the globe to share insights and learn from each other.