TOPIC
Dear members and friends of step,
As family offices grow in complexity — across asset classes, geographies and generations — the need for clear structures, strong governance and scalable operations has never been greater. Informal or ad hoc approaches are no longer sufficient.
Join us for a panel discussion exploring three critical themes shaping the modern family office
PANEL DISCUSSION
PROFESSIONALISATION: RUNNING THE FAMILY OFFICE LIKE A BUSINESS
What does it mean to professionalise a family office? We'll discuss the shift towards clear operating models, performance metrics and accountability frameworks — and the processes that allow family offices to scale without losing control. This includes investment governance and the critical question of what to insource, what to outsource, and at what point. Many families are still operating with structures that no longer serve their purpose and knowing when to change is half the battle.
GOVERNANCE: PREPARING FOR GENERATIONAL CONTINUITY
Governance is where family dynamics and institutional discipline intersect — and where many family offices struggle most. We will explore how to incorporate the next generation meaningfully, implement continuity planning before a triggering event, and periodically revisit family legacy and mission.
SCALABILITY: SERVING MULTIPLE GENERATIONS EFFICIENTLY
As families grow, so does complexity — and cost. How do you serve multiple generations without diluting service quality or losing control? Where do you draw the line between customisation and unnecessary complexity? And at what point does it make sense to outsource rather than build internally — whether that's investment management, portfolio diversification or other core functions? We'll discuss the real cost of complexity — both financial and operational — and what it takes to scale smartly.
PANELISTS
- Marc Lauer, Managing Director, Rothschild & Co. Bank
- Nick Bedford, advisor, NFG Partners SA
- More TBA
MODERATOR
Lisa Cornwell. Partner, Leader Private Clients and Family Offices, PwC Switzerland
WHY ATTEND
- Expert Insights: Learn from leading practitioners in family office governance, wealth management and legal structuring
- Actionable Frameworks: Take away practical models for professionalising and scaling your family office
- Generational Continuity: Explore proven strategies for next-gen integration and succession planning
- Peer Exchange: Connect with fellow STEP members, advisors and family office professionals over lunch
- Hybrid Flexibility: Join in person at PwC Zug or follow the panel discussion online — your choice
- High-Level Moderation: Guided by Lisa Cornwell, Partner and Leader Private Clients & Family Offices at PwC Switzerland
- Exclusive Setting: Intimate LunchMeeting format allowing for direct dialogue and Q&A
STEP Office
Petra Streit
Administration/Events
EVENT HOST
EVENT SPONSORS
STEP Lucerne/Zug Supporter
