Marcus Evans is proud to announce the return of the Elite Summit 2026, scheduled to take place from 18 to 20 November 2026 at the Fairmont Le Montreux Palace in Montreux, Switzerland. Recognised as one of Europe's most prestigious gatherings for family office professionals and private wealth executives, the summit will once again bring together a carefully curated group of senior investors, chief investment officers, and leading solution providers for three days of substantive dialogue and strategic exchange.
A Forum Built for the Moment
The private wealth landscape is undergoing a period of profound transformation. Shifting macroeconomic conditions, geopolitical realignment, the rise of alternative asset classes, and the growing complexity of multi-generational wealth transfer have placed new demands on family office leadership. The Elite Summit 2026 has been designed to address these challenges head-on, offering a programme that is both intellectually rigorous and practically relevant.
Key topics on the agenda include the redesign of portfolio allocation frameworks in response to persistent inflation and interest rate volatility, the identification of institutional-grade opportunities through direct investments, co-investments, and private credit, the structuring of governance and succession frameworks that endure across generations, and the evaluation of emerging technologies and sectors that represent genuine long-term value rather than speculative trends.
An Exceptional Speaker Faculty
The 2026 edition brings together a distinguished faculty of practitioners and thought leaders whose expertise spans investment strategy, family governance, and global capital markets.
Todd Benjamin, Former Financial Editor at CNN International, brings a rare combination of global financial journalism and investment insight, offering attendees a perspective shaped by decades of frontline economic reporting. Dr. Kurt Moosmann, Executive Vice-Chairman of Elsa Peretti Holding and Chairman of the Swiss Single Family Office Association, contributes deep institutional knowledge of single family office governance and strategic asset management at the highest level.
Frits Moonen, Founding Partner of Momentum Family Office, and Jonathan Ordway Fackelmayer, Chairman of Ordway Capital GmbH, bring hands-on experience in building and managing sophisticated family office structures across complex market environments. Dr. Thomas Neukirch, Executive Partner and Head of Strategic Asset Allocation and Hedge Funds at HQ Trust GmbH, will offer a data-driven perspective on portfolio construction and alternative strategy selection.
Rounding out the faculty, Indre Butkeviciute, Founder and CEO of Lily Advisory, brings a forward-thinking approach to wealth advisory and client strategy, while Fernando Russo, Founder and General Partner of Meraki Impact, will address the growing convergence of impact investing and long-term value creation.
An Invitation-Only Environment
The Elite Summit is deliberately intimate. Attendance is by invitation only, ensuring that every interaction, whether in a keynote session, a roundtable forum, or an informal networking setting, takes place among peers of equivalent seniority and relevance. This format has consistently been cited by attendees as the defining quality of the Marcus Evans summit experience.
The Fairmont Le Montreux Palace provides an exceptional backdrop, combining world-class facilities with the understated elegance that the calibre of this gathering demands.
About Marcus Evans
Marcus Evans is a global media, corporate marketing, and information company with 40 years of experience in the production of premium business events. Operating across 59 locations worldwide and employing over 3,000 professionals, the group is recognised for its commitment to quality, its proprietary approach to client intelligence, and its ability to connect senior decision-makers with the insights and partnerships they need to drive organisational growth.
For further information or to enquire about attendance and partnership opportunities, please RSVP here: https://www.marcusevans.com/summit/elite/nov26/