Elite Summit, May 2026 Recap

Elite Summit, May 2026 Recap

Last month, the Elite Summit 2026 brought together senior family office and private wealth executives at the Fairmont Le Montreux Palace in Montreux, Switzerland, for three days of high-level discussions, expert insights, and peer-to-peer exchange.

The summit focused on the forces reshaping private wealth management, from geopolitical uncertainty, inflation, sanctions, and central bank policy to the growing role of private markets, alternative investments, tangible assets, and emerging sectors. Delegates explored how family offices can move beyond traditional portfolio models, strengthen resilience, and uncover new opportunities in an increasingly complex global environment.

Summit delegates during panel discussion: navigating complexity in a multi-jurisdictional family office; investment, governance and general transition.

Key conversations also addressed next-generation family office governance, operational innovation, succession planning, litigation risk, climate and societal shocks, and strategies for building portfolios designed to protect, grow, and future-proof multi-generational wealth.

Summit delegates during presentation: designing a private capital portfolio - design choices for a family office.

Through keynote presentations, real-life case studies, interactive forums, and networking sessions, the Elite Summit provided a valuable platform for family office leaders, private wealth executives, and investment solution providers to exchange perspectives, benchmark strategies, and form meaningful connections shaping the future of private wealth management.

*The summit will be repeated between, 18 November - 20 November, 2026 at the same place, Fairmont Le Montreux Palace, Montreux, Switzerland. Details and Press Release will be available in July.

Summit delegates reception at Fairmont Le Montreux Palace, Montreux, Switzerland