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 | Registration open at Chez Bacchus - Wine Bar
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| 18:00 » 20:00 | Welcome reception at Chez Bacchus - Wine Bar
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| 20:00 | Optional dinner In different local restaurants. Payable onsite. |
Friday 14 November 2025 | |
| 09:00 | Registrations open at FER (Fédération des Entreprises Romandes Genève)
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| 10:00 » 10:15 | Welcome address by the AIJA Bureau Representative, the Commission Officers and the Organising Committee |
| 10:15 » 10:30 | Keynote speech More details to follow soon |
| 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 investing more important than investment returns? 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: Jess Hackett, Jess Hackett Coalition for Impact, Switzerland / UK Speakers:
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| 14:00 » 15:00 | Next generation priorities – Is impact investing more important than investment returns? 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: Jess Hackett, Jess Hackett Private Wealth Consultancy, 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 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: Shawntel Randi, Nixon Peabody, USA Speakers:
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| 19:00 | Dinner at Restaurant Edelweiss Adress: Place de la Navigation 2, 1201 Genève |
Saturday 15 November 2025 | |
| 10:00 » 14:00 | Optional Spa-Experience at Bain-Bleu Hammam & Spa Genève Plage
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