AIJA Wealth Lab : Bringing the next generation into the family fold
Geneva, Switzerland
13 November 2025 - 15 November 2025
Bringing the next generation into the family fold
Thursday 13 November 2025 | |
| 17:30 | Registrations open at Le Lyrique Address: Bd du Théâtre 12, 1204 Geneva *Please use the door on the Boulevard du theatre, which gives access to the private room (don`t use the door on the corner of the restaurant) |
| 18:00 » 22:00 | Welcome reception at Le Lyrique Address: Bd du Théâtre 12, 1204 Geneva *Please use the door on the Boulevard du theatre, which gives access to the private room (don`t use the door on the corner of the restaurant) |
Friday 14 November 2025 | |
| 09:30 | Registrations open at FER (Fédération des Entreprises Romandes Genève) Adress: Rue de Saint-Jean 98, 1201 Genève |
| 09:45 » 10:00 | Welcome address by the AIJA Bureau Representative, the Commission Officers and the Organising Committee |
| 10:00 » 10:30 | Fireside Chat: Lifting Up Your Family Name Upon Your Inheritance (New Prosperities from Generation to Generation) Intergenerational discussion about wealth between Bruno Roche (https://www.brunoroche.one/bio/) and his daughter Jeanne Roche (https://research.em-lyon.com/esploro/profile/jeanne_roche/overview). Moderator: Catherine Kavadze, K Law & Mediation, Switzerland In this 30-minute session, Bruno Roche — Impact Economist, former Chief Economist at Mars, and Founder of Economics of Mutuality and ONE Society — joins his daughter Jeanne Roche, professor of management at Emlyon Business School, specializing in the impact strategies of business families and their heirs. Together, they will engage in a father-and-daughter conversation on the responsibilities we carry as heirs and parents in the transmission of riches. Jeanne Roche, PhD in Management Sciences and Social Entrepreneurship from IE University in Madrid, will share how the next generation of business families is reimagining wealth and legacy through impact. Her talk will highlight key typologies within the inheriting generation and explore new approaches to the administration and stewardship of inherited wealth. Bruno Roche will share how the Economics of Mutuality—a pioneering management innovation he co-developed with Mars and Oxford—defines a new frontier of value creation. |
| 10:30 » 11:30 | Philanthropic strategies 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: Eva Stadler, Wolf Theiss, Austria Speakers:
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| 11:30 » 12:00 | Coffee break |
| 12:00 » 13:00 | International families – what is a “family’? 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: Giovanni Angelini, Charles Russell Speechlys, Italy Speakers:
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| 13:00 » 14:00 | Lunch |
| 14:00 » 15:00 | Next generation priorities – is impact more important than investment returns? This session will explore how next-generation wealth holders are placing impact at the center of their financial strategies, prompting fresh questions around fiduciary duty, portfolio design, and intergenerational dialogue. We will examine the legal and investment frameworks that support taking into account factors other than maximising financial returns. We will consider how families, trustees, and advisors can navigate the evolving landscape of wealth stewardship. 1. Balancing impact and financial returns • Do wealth holders have to make a choice between impact and financial returns? • How does an impact orientation reshape portfolio management? 2. Values & intergenerational dialogue • Reconciling differing expectations across generations • The role of lawyers in interpreting and integrating family values 3. Trusts & impact • The role of fiduciary duty • Who holds the power to make investment decisions and who can influence? 4. Activating capital for impact • Selecting values aligned investment managers • Practicing active ownership and shareholder engagement • Tax incentives Moderator: Jess Hackett, Coalition for Impact, Switzerland / UK Speakers:
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| 15:00 » 15:30 | Coffee break |
| 15:30 » 16:30 | Is everyone’s family crazy or is it just mine? How to navigate complicated family dynamics through proactive communication and family governance 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 Moderator: Shawntel Randi, Nixon Peabody, USA Speakers:
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| 19:00 » 02:00 | Dinner and Afterparty at Restaurant Edelweiss Adress: Place de la Navigation 2, 1201 Genève We will meet directly at the restaurant. Depending on your hotel, we recommend arriving by public transportation or on foot. You will enjoy a traditional Swiss night with Fondue, Swiss Music and DJ. |
Saturday 15 November 2025 | |
| 10:00 » 14:00 | Optional Spa-Experience at Bain-Bleu Hammam & Spa Genève Plage Adress: Quai de Cologny - Port noir, 1223 Cologny |
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