Oracle Capital Group Chairman to Address Elite Summit, May 2015

Oracle Capital Group Chairman to Address Elite Summit, May 2015

The Chairman of Oracle Capital Group, Martin Graham, has been invited to be a panellist at one of the sessions of the exclusive “Elite Summit” in Montreux, Switzerland, from 18-20 May 2015.

The Elite Summit takes place twice a year. It is an invitation-only event which takes place behind closed doors, bringing together top tier buyers and sellers. The Summit offers independent advisers of wealthy private investors and international fund and asset managers an intimate environment for focused discussion of the key new drivers shaping wealth management asset allocations.

Mr Graham will speak in the panel in the Family Governance Forum, entitled, “Aligning Family Planning with Sound Business Practices for a Unified Approach”. Speaking alongside Mr Graham will be Maria Canals de Cediel, Managing Director and Head of Wealth Advisory at Quilvest; and Frederic Garcin, Principal of Euphrasie Partners. The panel will be moderated by Robert Anthony, Chairman and CEO of Anthony & Cie Family Office.

This panel will round off an intensive three days of presentations, panels, one-to-one meetings and networking opportunities. The subjects covered are of direct relevance to clients of Oracle Capital Group.

These include sessions on “Handing the Reigns”, which will advise on how to bridge the generation gap by fostering a desirable and stable work environment to nest in future directors and comfortably support past family leaders; cultivating a sturdy family legacy; how to introduce family members to the world of investments; and how to pay “the Necessary Dues”, an examination of taxation models and how to incorporate them into the financial constitution to predict capital gains and reduce unanticipated resource fluctuations.

Reflecting the wide scope of Oracle Capital Group’s offering to its clients, there will also be a session on, “The Art of Finding Art”, giving advice on how to make long-lasting investments in works of art.

The Elite Summit is organised by Marcus Evans. The next Elite Summit will take place in Montreux from 9-11 November 2015.

Should you wish to receive recommendations, ask questions or get in touch with our experts, please email us info@orcap.co.uk or call +44 (0) 207 725 6900

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