Event Overview

Change is inevitable. As the next two decades unfold, trillions in assets will transition across generations. With this shift comes a reimagining of wealth, family and legacy as we know it today.

New wealth holders bring fresh perspectives to the table, and today’s high-net-worth families reflect evolving dynamics: global in scope, digitally native, and shaped by diverse backgrounds. They transform from multigenerational legacies to non-traditional family structures. Concepts like “consumption”, “identity”, “work”, "privacy" or "ownership" have new meanings. For example, take Marlene Engelhorn, heir to the BASF fortune, who recently pledged to donate 90% of her wealth, challenging long-held notions of inheritance. On the investment side, research indicates that approximately 73% of millennials and Generation Z prioritize ESG factors over higher returns. 

Our Geneva Wealth Lab embraces this transformative moment. Here, we’ll listen to the next generation of wealth-holders to understand their vision for the future and prepare ourselves to advise them effectively. Change also comes with the new generation of advisors. We invite young professionals to take a stand and describe how they see the future of their work.

Wealth transfer is not without its challenges. Discussions of inheritance can unearth deep-seated family issues, and for those passing on assets, it often triggers questions of personal re-definition and legacy. Advisors must learn how to skillfully navigate these waters, balancing complex legal, tax, and emotional landscapes.

We call our event the 'Lab' because we want to discuss all these issues in a very open and interactive format. During this event you will have a chance to exchange and expand on ideas with lawyers, wealth managers, bankers, academics, philanthropists, and the industry disruptors. Together we will explore how to best support young generation facing these complex questions.

Geneva, a global decision-making hub and the epicenter of wealth advisory, private banking, and philanthropy, is a perfect setting for our Wealth Lab. What a better place could there be for a disruptive lab in the wealth industry?

AIJA Commissions involved
  • International Private Clients and Family Law
  • Tax Law

Programme

Bringing the next generation into the family fold

17:30

  • Address: Cours de Rive 7, 1204 Genève
18:00 - 20:00

  • Address: Cours de Rive 7, 1204 Genève
20:00

In different local restaurants. Payable onsite.

09:00

  • Adress: Rue de Saint-Jean 98, 1201 Genève
10:00 - 10:15

10:15 - 10:30

More details to follow soon
10:30 - 11:30

Philanthropy is shifting toward more strategic models, aligning social impact with family goals. This session will address modern approaches to designing sustainable and meaningful philanthropic strategies.

1. New trends in philanthropy:

• Transitioning from traditional giving to impact investments.
• Aligning philanthropic strategies with ESG values.

 
2. Tax implications:

• Leveraging foundations, trusts, or other structures to optimize contributions.
• Tax benefits of philanthropic initiatives across different countries.


3. Intergenerational engagement:

• Encouraging younger generations to participate in family philanthropy.
• The role of family councils in philanthropic decision-making.


4. Measuring impact:

• Tools and metrics to assess the outcomes of philanthropic initiatives.
• Case studies of innovative philanthropic projects (if possible).

Moderator:
  • More details to follow soon
Speakers:
  • More details to follow soon
11:30 - 12:00

12:00 - 13:00

In today’s globalized world, the definition of family is evolving. This session will examine the implications of these new family structures for legal, tax, and financial advisors, highlighting the challenges and opportunities for international families.


1. Redefining family:

• Inclusion of non-married partners, blended families, and children from assisted reproduction or adoption, surrogacy.
• Cultural and religious influences on the concept of family.

 
2. Legal and tax consequences:

• Managing inheritance within complex and cross-border family structures and issues, e.g. in the context of sanctions
• Resolving conflicts in multinational families (multiple jurisdictions, international tax issues).


3. Psychological aspects:

• Addressing emotional needs in transnational families.
• Identity and belonging challenges for members of global families


Moderator:
  • More details to follow soon
Speakers:
  • More details to follow soon
13:00 - 14:00

14:00 - 15:00

This session will explore the shifting priorities of the younger generation of wealth holders, focusing on their strong preference for responsible and sustainable investments. Participants will discuss how environmental, social, and governance (ESG) factors influence investment decisions compared to traditional financial returns.


1. Generational perspectives:

• Why do 73% of Millennials and Gen Z prioritize ESG factors?
• The role of social media and digitalization in raising awareness about ESG values.


2. Impact on portfolio management:

• Balancing ESG objectives with financial performance.
• Case studies of innovative investment strategies aligning with these priorities (if possible).


3. Legal and tax considerations:

• Navigating evolving ESG regulations and their implications for wealth managers.
• Tax incentives and regulatory frameworks for ESG investments in various jurisdictions.


4. Intergenerational dialogue:

• Reconciling differing expectations and managing conflicts among family members regarding wealth management.


Moderator:
  • More details to follow soon
Speakers:
  • More details to follow soon
15:00 - 15:30

15:30 - 16:30

This session will delve into the complexities of family dynamics within wealthy families, addressing how to navigate sensitive issues, improve communication, and establish effective governance frameworks. It will also explore modern challenges like the influence of social media on family communication and the implications of incapacity planning, in order to foster harmony and avoid crises.

 
1. Understanding family dynamics:

• Common sources of tension: jealousy, power imbalances, favoritism.
• The psychological impact of wealth on family relationships.

 
2. Proactive communication:

• Techniques for facilitating difficult conversations among family members.
• The role of external professionals (coaches, mediators) in defusing conflicts.

 
3. Establishing family governance:

• Defining clear rules and processes for collective decision-making.
• Creating family structures such as family councils / mediators; family constitutions


4. Legal and tax perspectives and addressing incapacity:

• Avoiding inheritance disputes through clear and proactive planning and preparing for scenarios where family members become incapacitated or unable to make decisions.
• Involving all family members in decisions to prevent resentment.


Moderator:
  • More details to follow soon
Speakers:
  • More details to follow soon
19:00

Adress: Place de la Navigation 2, 1201 Genève

09:00 - 13:00

  • Adress: Quai de Cologny - Port noir, 1223 Cologny

Fees & General Info

There are currently no registration fees available.

General terms and conditions

By registering you have to accept the general terms and conditions and accept that your registration is considered binding immediately, but participation to the event is possible only after full payment of the registration fee.

Please note that any arrangements related to the participation of the participant in an AIJA event, including but not limited to booking or cancellation of accommodation or flights, as well as respecting the cancellation deadlines indicated in the general terms and conditions, are the sole responsibility of the participant. AIJA shall not be held liable for any expenses the participant may suffer as the result of participant’s failure to comply with his/her obligations.

It is recommended for each participant to purchase a cancellation and travel insurance.

Please note that in-house counsel registrations are subject to review and confirmation by AIJA. AIJA considers in-house counsel professionals who hold a university degree in law allowing access to a bar association and practicing law as an in-house counsel in private, public, or non-profit companies, institutions or organisations. Please note that in-house counsel who are at the same time active as fee-earning lawyers or consultants are not eligible to the discounted in-house counsel fee.

Please read the general terms and conditions applicable for AIJA events.

Scholarships

If you are a lawyer under 35 years old and meet the requirements, apply to our Scholarship Programme for this event. You can check more details here.

Prepare your stay

The seminar will take place at Fédération des Entreprises Romandes Genève.

address: 98, rue de Saint-Jean, 1201 Genève

Participants can enjoy a 25% reduction on their accommodation with Hotel Royal:

You can book your room with a 25% discount via this link!

Please note that we have not reserved any room allotments and it can only be applied to available hotel rooms.

 

Nearby Hotels

AIJA has partnered with HotelMap, an online accommodation platform that offers a variety of budget-friendly options. By clicking on the button below, you will be able to choose from a wide range of alternative hotels near the event venue. With just a few clicks, you can easily book your accommodation directly on the platform.

Nearby Hotels

Practical Information

Organising Committee

Catherine KAVADZE
Catherine KAVADZE MLL Legal Ltd (SWITZERLAND)
Tomasz KRZYWAńSKI
Tomasz KRZYWAńSKI KORDIA Legal (POLAND)
Joanna METAXAS
Joanna METAXAS Charles Russell Speechlys AG (SWITZERLAND)
Anna PIAGET (SIDOROVA)
Anna PIAGET (SIDOROVA) ECHO Ltd. GENEVA (SWITZERLAND)
Shawntel RANDI
Shawntel RANDI Nixon Peabody LLP (UNITED STATES)
Wouter STRYPSTEEN
Wouter STRYPSTEEN Cazimir BV (BELGIUM)

Sponsors

Become a sponsor

Partnership with AIJA as a sponsor provides the best networking opportunities in a relaxed business environment.
If you have any questions, contact us on ‘Become a sponsor’ and check for more opportunities.

Become a sponsor More about sponsorship

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