Pepperdine University will host the Global Family Office Summit at its Château d’Hauteville campus in Switzerland from October 19-23, 2026. The UHNW Institute is sharing this invitation-only program with members whose work touches multigenerational family governance and succession.
The five-day program moves from private markets and global finance through family governance, succession planning and trust and philanthropic structures, closing with a session on advanced strategies and difficult conversations. A guided excursion day to Zermatt, Grindelwald or Geneva sits at the midpoint of the week.
Sessions cover:
- Multigenerational wealth transfer
- Tax and jurisdictional planning
- Structuring trusts and philanthropic vehicles
- Health and wellness programming and relationship-focused sessions (developed with Pepperdine’s Boone Center for the Family)
Full details, including the agenda, speakers and application, are available here.
Application deadline is September 15, 2026.
