An exclusive evening, by invitation only, to discover how technology is transforming the governance of large fortunes. Data, artificial intelligence, and an integrated platform open new perspectives to connect finance, operations, and relationships in a fluid and intelligent way. 

Event program 

  • 17:00 | Welcome Apero  Elegant reception, networking atmosphere from the start. 

  • 17:45 | Opening speech  Inspirational speech with a prominent guest, industry leader. Focus: how technology is reshaping wealth governance scenarios. 

  • 18:15 | EFFE Launch  Official experiential presentation of the new EFFE platform. Narrative demo: How EFFE transforms the family office through innovation, vision, and AI. 

  • 18:45 | Round table – The future of Family Offices Moderated dialogue with 3–4 guests selected from Family Offices and UHNWI, in the splendid evening setting of Lake Lugano. Stories and experiences: trends and perspectives, key metrics, lessons learned. 

  • 19:15 | Exclusive touch  Inspiration moment outside the technical perimeter (a surprise athlete, art curator, lifestyle expert, or investment trends specialist). 

  • 19:45 | Refined tasting and networking moment Classy aperitif with a demo corner dedicated to EFFE, direct discussions, and networking. 

  • 21:15 | Closing Final greetings and thanks. 
Location
Time

17:00 – 21:00

Language

English

Target

Holders of large fortunes (UHNWI) 

Partners, Principals, CIOs, COOs, and CFOs of Single/Multi Family Offices/Foundations 

Participation

On invitation, limited seats

Organization
Join the event – spots are limited.