The annual Generations Conference is an independent, personable educational forum dedicated to the real issues and unique challenges facing asset owners, their businesses, family offices, and foundations. The Generations Conference 2026 offers a one-day program for a select group of principals and professionals working for family offices to connect with like-minded thought leaders and peers to discuss challenges, leading practices, and trends.

Welcome to the Eighth Installment of the Generations Conference
 

Stewardship Across Generations: A Swiss Family Office Perspective

In an increasingly complex global environment, families focused on preserving and growing wealth across generations must navigate evolving economic conditions, geopolitical uncertainty, regulatory shifts, and technological transformation. This year’s conference explores how Swiss family offices approach long-term stewardship, balancing tradition, innovation, and responsible decision-making to sustain enduring legacies.

Through keynote presentations and engaging panel discussions, attendees will hear from family office executives, investment leaders, academics, and multigenerational family representatives who bring deep expertise and practical insights into governance, succession planning, investment strategy, and risk management.

The conference also offers valuable opportunities to connect with peers, trusted advisers, and industry professionals who share a commitment to thoughtful wealth stewardship and long-term value creation. These conversations are designed to foster meaningful relationships and actionable insights that extend well beyond the event itself.

Whether you represent a single-family office, a multifamily office, or an advisory firm serving enterprising families, this conference provides a forum to exchange ideas, gain fresh perspectives, and explore strategies for navigating today’s evolving financial landscape with confidence and purpose.

Audience

The Generations Conference welcomes principals and professionals from the family office industry across the globe, representatives and asset owners, and encourages attendance from:

• Family office principals and asset owners
• Single-family offices: family office professionals and executives

A limited number of tickets is available for:

• Multifamily offices: family office professionals and executives
• Trusted investment advisers and specialists working with family offices, including consultants or advisers hired by clients to advise on investments
• Banking specialists working on dedicated family office or financial intermediary desks and responsible for servicing or advising family offices

Business development roles are generally excluded from participation. All registrations are subject to approval.

To register, members and guests must set up and login with a CFA Institute ID.

Members of CFA Institute and CFA Societies can record PL credit for their participation using the online tracking tool. A CFA Institute login is required.

Ticket price

Single-family offices and asset owners:

• Family office principal or asset owners
• Single-family office professional or executive

           Free using code GC2026. Registration is subject to approval

Industry Professionals — limited number of tickets 

• Multi-family office professional or executive
• Trusted investment advisor and specialist working with family offices, including consultants or advisors hired by clients to advise on investments           
• Banking specialist working in dedicated family office or financial intermediaries desk and responsible for servicing or advising family offices

Price for CFA Society Switzerland members: CHF 150. Registration is subject to approval.

Price for nonmembers: CHF 300. Registration is subject to approval.

Terms and Conditions

Full reimbursement is available when the registrant cancels online at least 10 business days before the conference.

In case of postponement, participants may choose whether their tickets should be transferred to the new date or fully refunded.

Location

Swiss Re Centre for Global Dialogue
Gheistrasse 37, 8803 Rüschlikon

A limited number of parking spaces is available at the venue; we cannot guarantee a space.