Family Office: Investmentcommittee set up andtasks to ensureintergenerational assetprotection

November 26th, Thursday
Central European Time 15:00

2 seasoned executives from the Family Office space will join us to discuss the overall situation, the impact of COVID-19 on family offices, as well as how to pivot these challenging times to better governance and organizational choices. Setting up a strong investment committee is one way to ensure preparation for the inevitable and continuous market volatility. An investment committee has a great deal of responsibility — establishing an investment strategy, documenting the investment process, evaluating and hiring managers, monitoring investments, and undertaking ongoing due diligence.
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Filippo Taddei

Filippo Taddei is a trained lawyer and holds a PhD in law. He began his career in 2000 at Brown Brothers Harriman & Co in New York. He went on to work in the Mergers & Acquisitions and in the Banking & Finance departments of VISCHER Ltd. in Zurich, a leading Swiss law firm, until 2004. He then joined Julius Baer & Co. Ltd. in Zurich in 2005 as Managing Director in the area of Mergers & Acquisitions, before moving to the Private Banking department in 2007 to work in asset management. In 2014, he became a member of the Executive Committee for Switzerland.
In November 2016, he left Julius Baer & Co. Ltd. to join 1875 FINANCE Zurich as Managing Director and head of the Zurich office.

Simon R. Minder​

In August 2020, Simon founded M76 to provide holistic and independent advice to families, single and multi-family offices. Before, Simon has been in the family office business for over 15 years and has been working in the financial sector for over 25 years. Among other things, he was a member of the executive board and the COO of a multi-family office in Zurich. At the same time, he served as an investment committee member in a single family office, which he continues to serve in his current role. Simon holds a BBA with a major in accounting and controlling, MAS and MBA in management.

Dr. Peter Lorange

Prof. Dr. Peter Lorange is Chairman and CEO of the Lorange Network, which he founded in 2017 to provide business knowledge digitally and a networked community for company owners, entrepreneurial families and larger private investors.

He was formerly owner and President of the Lorange Institute of Business. Prof. Dr. Lorange is a successful entrepreneur and owner of a highly diversified family office with over 25 investment activities, after having sold his shipping company in 2006.

He is also regarded as one of the world's most foremost business school academics.