CEE Wealth Summit – Vienna, Austria
June, 2024
Panelist at the CEE Wealth Summit of Vienna on the topic :
Nurturing Talents in Family Offices
– How to remunerate & retain talents
– Bringing out the best in your family office teams
– When principals and their investment managers meet eye-to-eye
The audience appreciated Elodie’s original perspective as she shared genuinely about her very own experience, along with three highly qualified professionals of the family office space.
Clear communication and definition of roles, values alignment, taking time to build trust and skills on both sides, were among the different concepts brought at the table during this very interesting panel.
Cannes, France – November, 2024
Elodie was part of a very dynamic panel on Impact Investing, bringing the perspective of a family office VS institutionals and other stakeholders of the sector.
Elodie shared how family offices demands have been evolving since a few years, what challenges they face at the time of integrating positive impact into their investment portfolio, and how they can greatly contribute to the impact investing sector in the future.
Panelist at Marcus Evans EliteWealth Summit in Cannes, on the topic :
Unlocking Double Bottom Line Returns : Navigating the Impact Investing Landscape
- Exploring upcoming opportunities in the impact investing market
- Highlighting best practices of investments that deliver on both impact and return
- Outlining methods to reduce risk without sacrificing impact
European Family Office Summit – London, UK
November, 2024
Panelist at Campden Wealth
26th European Family Office on the topic :
Family Office Transformational Shifts: Recalibrating for Tomorrow’s Market
As family offices continue to evolve and expand on their roles and responsibilities, whilst leveraging critical tangible and intangible resources, they face multiple recalibration, positioning, and alignment-related challenges as well as opportunities. With family offices also seeking to capture the best value through new investment channels, it is time to adapt and transform to remain relevant and competitive.
After defining what is a family office and how it can best serve a family, Elodie shared her perspectives on the future of the sector.
Many changes are coming our way, but the main challenge remains how to transition smoothly from a traditional finance-focused system, to a more holistic and modern, family-centered one.
Como, Italy – June, 2025
Elodie shared some of the tools and techniques she uses to ensure fair family governance, and how the founders can make room for the next generation to experience their own successes.
The use of philanthropy was also discussed as a compelling way to naturally engage the younger ones and align personal interests with shared family purpose.
Panelist at Europe Family Office Investment summit in Como, on the topic :
Succession planning, and planning for success
- Preparing the next generation with mentorship programs and skill-building for seamless leadership transitions.
- Addressing tax, legal, and regulatory hurdles in cross-border succession planning for multi-jurisdictional families.
- Establishing governance structures that foster transparency, accountability, and long-term family unity.
- Integrating impact and philanthropy to align family values with the next generation’s vision and legacy goals.
Would you like to know more about what Elodie can bring to your event?
Elodie Rojas 