SFOA returned to Lausanne for its 2024 Annual Membership Meeting. After a private tour of the remarkable EHL Hospitality Business School campus, we enjoyed a delightful pre-event dinner and listened to Carole A., President of the Board of Trustees of the EHL Foundation and Chairwoman of EHL Group, who gave a captivating speech on how the school maintains its long history, while continuing to extend its excellence well beyond hospitality. During our formal meeting, we welcomed new members to the SFOA-family and used the invaluable sessions to share insights, experiences and knowledge. Above all, we were able to table the first comprehensive survey (jointly by SFOA/HSG/UBS) on the Swiss Single Family Office Landscape, which will be officially presented to the public on June 4, 2024. Thereafter, Stephan Hostettler set-out the guidelines for the new benchmarking survey on C-Level compensation in Swiss Single Family Offices, the results thereof will be displayed at our upcoming Fall event. Besides the workshops on cyber security, IPO as a valid exit strategy for family businesses, and strategic asset allocation, we learned from Wolfgang Zürcher about the personal liabilities of Board Members. Filippo Noseda shared his insights on the newest developments regarding BO Registers and the 6th AML Directive. As our Lausanne meeting took place against the complex backdrop of tense geopolitical and geoeconomic challenges, it was most interesting to hear Elbridge Colby's views on the Sino-U.S. structural rivalry, as well as to learn about his perspectives on the Ukraine war and Middle Eastern crisis. Last, but not least, we welcomed our academic partner Peter Vogel, IMD, to announce the SFOA/IMD family office executive diploma which is planned to commence in 2025, and aims at establishing a new global gold standard in family officer training and certification. As SFOA - Swiss Single Family Office Association continues welcoming new members to the association, it aims at protecting, preserving and promoting the Swiss single family office landscape. SFOA - Swiss Single Family Office Association IMD EHL Felix Xaver Oeschger Kurt Moosmann Livio Gaido IMD Global Family Business Center #familyoffice #familybusiness #legacy #wealth #transferacrossgenerations #heritage #singlefamilyoffice
Juergen Schnabel
6mo
I am still impressed by the success we have achieved since the association was founded with our idea of creating a professional organisation for single family officers. And the journey continues.
Carole A.
7mo
It’s wonderful the SFOA hosted its dinner at EHL. Thank you all for your genuine interest in our aim of nurturing creative, curious, and self-directed lifelong learners while honoring the roots of a 130-year tradition of hospitality excellence. 🌟 Keep supporting education and and excellence! 😊
Ray Soudah
7mo
keep independent!
Family Office Executive at Gaydoul Group AG | Master in Law | Executive MBA
7moSwitzerland provides an ideal environment for Single Family Offices. The inaugural Switzerland-wide study will be released shortly. I am looking forward to an engaging discussion!