The CEE Wealth Summit
The CEE Wealth Summit is a gathering of single family offices, private investors and family business owners & executives from Central and Eastern Europe. With a strong geographic focus it is our aim to build, maintain and strengthen relationships between players from the region and to facilitate business, investments and economic collaboration.
Eastern Europe has gone through an incredible transformation for the last 30 years and continues to do so. It is with great pleasure to witness this process, which comes with its own set of challenges for individuals and businesses alike. But with every challenge comes a new opportunity. And it is these opportunities we want to make visible to a carefully selected audience of investors and family offices.
Despite going for quality over quantity, over 120 family offices confirmed their attendance, making the CEE Wealth Summit one of the largest events of its kind in Vienna and Eastern Europe.
Founder, Organiser and Co-host

Having a German father and a Czech mother, organising and hosting the CEE Wealth Summit is a particular pleasure and joy to me, as it allows me to unite my Central / Eastern European souls in an event.
Having grown up with both cultures, I learned to leverage the benefits of each, but I also learned that there is a lot one side doesn’t know or understand about the other. Not knowing each other properly is counterproductive to business.
It is my respect and love for Eastern Europe and its people that led me to the decision to support family offices and businesses from there to connect to their peers while opening doors to those seeking partners and opportunities further afield.
With Alex Schütz I found the best partner I could have wished for – based in the CEE hub Vienna and well-connected throughout Eastern Europe. And we share the same principles and excitement for the most exciting region in Europe.
I am looking forward to welcoming you to the next Central & Eastern European Wealth Summit in Vienna, co-hosted by Alex Schütz and his single family office
Yours Sincerely,
David Grammig
As former Director for International Relations at a GCC-based single family office, over the years David has established, and continues to grow, valued connections with fellow family offices. David lives by the credo “no level of technological sophistication can replace a handshake” and this is no different when it comes to his family office networks.


Co-host

My name is Alex Schütz and together with my Schütz Family Office I am co-host to the Central & Eastern European Wealth Summit in Vienna.
Initiated by my family office I offer a platform for fellow family offices from Emerging Europe to network with peers, learn from one another, and identify local, regional and global investment opportunities. With the Central & Eastern European Wealth Summit we are creating a new conference format by emancipating our guests.
We take the interests, opinions and concerns of participating families very seriously and ask them to give us their input so we can create the most relevant agenda and address topics that really matter to principles and business owners, their family and businesses.
This exclusive and by invitation-only event is the stepping stone for a sustainable and impactful collaborative effort to unite families, their investment offices and businesses, as well as private investors from the most rapidly changing and fastest growing regions in Europe.
I am looking forward to welcoming your family, too.
Yours sincerely,
Alex Schütz
Alex Schütz is founder and CEO of Vienna based C-QUADRAT Investment Group, one of the largest independent asset managers in Austria with over EUR 8 billion assets under management and active in over 20 countries in Europe and Asia with offices in Frankfurt, Paris, Geneva, Zurich, Madrid, Warsaw and Yerevan. Until May 2021 he served as a member of the supervisory board of Deutsche Bank AG. Since January 2021, he is chairman of the supervisory board of stock-listed cyan AG, a leading European cybersecurity provider.
Past Speakers
-
-
-
-
ARINDAM BOSE
Managing Partner, AB Holdings Ltd, UAE & Austria
Managing Partner, AB Holdings Ltd, UAE & Austria
-
OCTAVIAN GRAF PILATI
Owner, Burg Hardegg & Schloss Ruegers, Austria
Owner, Burg Hardegg & Schloss Ruegers, Austria
-
AGATA BARANSKA
Managing Partner, Undique Capital, Poland & Monaco
Managing Partner, Undique Capital, Poland & Monaco
-
MIREILLE ABI HAIDAR VOROBYEVA
Head of Single Family Office, Russia
Head of Single Family Office, Russia
-
MATEI DUMITRESCU
VP at Techangels & Partner at RocaX, Austria
VP at Techangels & Partner at RocaX, Austria
-
BENJAMIN HABBEL
Founder & CEO, Limestone Capital AG, Switzerland
Founder & CEO, Limestone Capital AG, Switzerland
-
Eva Miklasova
Head of ETF Business, Invesco, Austria & CEE
Head of ETF Business, Invesco, Austria & CEE
-
LADISLAV SEKERKA
Partner, Consillium Family Office, Czech Republic
Partner, Consillium Family Office, Czech Republic
-
-
ARKADIUSZ STEFANIAK
CEO at Agro Concept Management (AgCM) and Partner at Myroxylon Gmbh, Bulgaria
CEO at Agro Concept Management (AgCM) and Partner at Myroxylon Gmbh, Bulgaria
-
HANS VAN HOUWELINGEN
Director, Telelink Investments Single Family Office, Bulgaria
Director, Telelink Investments Single Family Office, Bulgaria
-
SERGEY RADCHENKO
Principal & President, Quonota Investments SFO & St Gotthard Fund Management, Russia, Cyprus & Switzerland
Principal & President, Quonota Investments SFO & St Gotthard Fund Management, Russia, Cyprus & Switzerland
-
-
FRANCESCO MARINI
Founder & CEO, Lio Capital, United Kingdom
Founder & CEO, Lio Capital, United Kingdom
-
ROBIN LAUBER
Principal Infinitas Capital, Investor & Serial Entrepreneur, Switzerland
Principal Infinitas Capital, Investor & Serial Entrepreneur, Switzerland
-
JACOB DANIELS
Portfolio Director, Braeburn Whisky, United Kingdom
Portfolio Director, Braeburn Whisky, United Kingdom
-
JIRI DIBLIK
Co-Founder & CEO, VOS.health, Czech Republic
Co-Founder & CEO, VOS.health, Czech Republic
-
ZITA NIKOLETTA VERBÉNYI
Founder & Legacy Aesthete, The Legacy Atelier™, & Head of Family Offices, Stanton Chase, United Kingdom
Founder & Legacy Aesthete, The Legacy Atelier™, & Head of Family Offices, Stanton Chase, United Kingdom
-
-
AIMAN MANSOUR
VP and Head of Business Development in MENA Region, Menomadin Group, Israel
VP and Head of Business Development in MENA Region, Menomadin Group, Israel
-
-
-
TOHIB IYIOLA
Group Chief Executive Officer, Stronghold Global Finance, United Kingdom
Group Chief Executive Officer, Stronghold Global Finance, United Kingdom
-
SEBASTIAN NITSCH
CEO, 6B47 Real Estate Investors AG, Austria
CEO, 6B47 Real Estate Investors AG, Austria
-
-
-
Clive Eley
Chief Investment Officer and SFO,Nordic Real Estate Partners, Denmark
Chief Investment Officer and SFO,Nordic Real Estate Partners, Denmark
-
Indre Dargyte
Board member, Eika Asset Management, Lithuania
Board member, Eika Asset Management, Lithuania
-
Alex Felman
General Partner, Felman Family Office, Latvia
General Partner, Felman Family Office, Latvia
-
Indre Butkeviciute
Senior Wealth Manager, Orion Wealth Family Office, Lithuania
Senior Wealth Manager, Orion Wealth Family Office, Lithuania
-
Marek Moravec
Managing Director/Co-founder, Nation 1, Czechia
Managing Director/Co-founder, Nation 1, Czechia
-
Marius Jakulis Jason
Marius Jakulis Jason; lawyer, investor and philanthropist; Lithuania
Marius Jakulis Jason; lawyer, investor and philanthropist; Lithuania
-
-
Adrian Shatku
CEO and Founder of UNIFI Capital Inc (USA) and CEO and Owner of WIS TELECOM (Italy)
CEO and Founder of UNIFI Capital Inc (USA) and CEO and Owner of WIS TELECOM (Italy)
-
-
Swen Lorenz
CEO, Sarnia Asset Management, Guernsey, Channel Islands
CEO, Sarnia Asset Management, Guernsey, Channel Islands
-
-
Terezia Jacova
Co-founder, Lumus Investment Collective, Slovakia
Co-founder, Lumus Investment Collective, Slovakia
-
Melanie Rieback
Co-founder/CEO, Radically Open Security, Netherlands
Co-founder/CEO, Radically Open Security, Netherlands
-
Pierre-Antoine Mudry
Head of corporate finance & investor relations – Rejuveron Life Sciences AG, Switzerland and Advisor – Apeiron Investment Group, UK
Head of corporate finance & investor relations – Rejuveron Life Sciences AG, Switzerland and Advisor – Apeiron Investment Group, UK
-
-
Christopher Knothe
Co-Founder and Managing Partner of Direct Capital Investments (DCI)
Co-Founder and Managing Partner of Direct Capital Investments (DCI)
-
-
Dr Cornelia Meyer
Chairman & CEO, MRL Corporation, United Kingdom
Chairman & CEO, MRL Corporation, United Kingdom
-
Regine Wiedmann
Managing Director, Edmond de Rothschild Asset Management S.A. (France), Germany
Managing Director, Edmond de Rothschild Asset Management S.A. (France), Germany
-
Patrick Wigan
Managing Director, Wigan Acquisitions & Senior Advisor to Austrian Single-Family Office, Austria.
Managing Director, Wigan Acquisitions & Senior Advisor to Austrian Single-Family Office, Austria.
-
Erich Sieber
Founding General Partner, PeakBridge VC, United Arab Emirates
Founding General Partner, PeakBridge VC, United Arab Emirates
-
Alexander Rapatz
Managing Partner, Black Manta Capital Partners, Luxembourg
Managing Partner, Black Manta Capital Partners, Luxembourg
-
Miki Yokoyama
Venture Partner at Pirate Impact, Sustainability Advisor at UnternehmerTUM and Board Member of BDI Initiative Circular Economy,Germany
Venture Partner at Pirate Impact, Sustainability Advisor at UnternehmerTUM and Board Member of BDI Initiative Circular Economy,Germany
-
Mounir Khouzami
Co-Founder & President Swiss Arab Network, Trustee RFI Foundation and Founder & Managing Partner Zurich Champions, Switzerland
Co-Founder & President Swiss Arab Network, Trustee RFI Foundation and Founder & Managing Partner Zurich Champions, Switzerland
-
Stefan Bollhalder
CEO, St. Gotthard Fund Management, Switzerland
CEO, St. Gotthard Fund Management, Switzerland
-
Daniel Egger
CIO, St. Gotthard Fund Management, Switzerland
CIO, St. Gotthard Fund Management, Switzerland
Agenda
- May-4
- May-5
15:00 Registration & meet-and-greet
16:00 Opening Speech
16:10 The Success Story of a Baltic Entrepreneur
- Leaving Lithuania.
- Success in the US.
- Returning home.
16:30 Real Estate Investments
- A Middle Eastern Perspective on the CEE Region.
- Risks vs. Opportunities.
- Modern district development beyond any green label certificates.
16:50 Agriculture & Forestry.
- How to apply "design thinking" in agricultural crisis management.
- Risk associated with farmland investment.
- Sustainable forestry management for timber and carbon credit creation.
17:10 Coffee Break
17:40 How Crypto Fits into Traditional Portfolios for UHNWIs and Family Offices.
- Modern asset allocation - can digital assets still be ignored as an asset class?
- Stumbling blocks - what to avoid when investing in cryptocurrencies.
- Is it just a fad or is it here to stay?
18:00 Funds vs. Direct Investment – Risks vs. Opportunities.
- The advantage of funds in my portfolio.
- Can I be a strategic investor in a fund?
- Funds – entry point for new industries?
18:20 Energy in Eastern Europe
- The role of alternative energy sources.
- Innovation in energy markets.
- Natural Gas vs Renewables.
18:40 Gallery Viewing.
19:30 Dinner & Entertainment
22:00 End of Evening Party
9:00 Opening Speech
9:10 The Role of Women in Eastern European Family Offices.
- How to leverage female talent in a family office.
- The specific struggles of Eastern European women in business and the investment industry.
- How to pierce the veil and find normality in having women CEO and CIO's in the Family Office space.
9:30 ESG - A Climate & Food/ Food Security Perspective
- Edmond de Rothschild‘s 14 Private Equity funds are designed to deliver outstanding financial returns while solving social and environmental challenges by leading industry experts.
- PeakBridge as a leading FoodTech PE fund benefits from today’s demand for sustainable, healthy and traceable food that reduces the impact of climate change.
- How can sound impact & ESG strategies in private equity and venture capital contribute to alleviating climate change, environmental degradation and improving social equality?
9:50 From Entrepreneur to Investor - How to Successfully Manage the Transition.
- The Importance of Purpose.
- Why Entrepreneurs must become Investors at some point.
- How to change your mindset.
10:10 Alternative Investments
- Delivery of superior risk-adjusted returns in turbulent times.
- The future of Alternative Investments.
- Whisky Casks as an Alternative Asset.
10:30 SFO vs. MFO - Options for Families.
- Costs vs. Benefits.
- From SFO to MFO and vice versa.
- The addressing of non-financial issues.
10:50 Coffee Break
11:15 Start-Up Pitches
- VOS - the mental health revolution.
11:25 Using CEE as a Catapult to Eliminate Overproduction in Fashion.
- Overproduction - A societal enemy.
- Data - the fuel to be smarter.
- CEE - A land of sustainable opportunities.
11:40 Healthcare & Life Science.
- Potential opportunities/trends for the future in the life sciences and healthcare industry.
- Healthcare and life science innovations.
- Research and development.
12:00 Lunch
13:50 Round Table
Overcoming Disparate Approaches to Venture Investing.
- Shifting from passive to active deal flow management.
- Diversification within a strategy, not for the sake of diversifying.
- Ensuring control and strategic influence in investee companies.
Unpacking the Building Blocks for the Family Office Tomorrow.
- Explore the interconnected nature of Technology, Sustainability, Agility, and the next generation mindset.
- How these building blocks can be used by family offices to transform both their own organizations and their impact on the world at large.
- Why effective benchmarking is key to moving forward and ensuring long-term transformation.
Which Megatrends Will Drive the Markets of the Future?
- Horizontal penetration of new technologies such as AI and Crypto.
- Use-cases Crypto.
- Global expansion of fintech.
Future Unicorns From the CEE.
- Why is the CEE becoming more attractive for TECH investments?
- How to invest in the region?
- Why pre-seed & seed stage?
3 Guidelines for Unconstrained Measures in a Constrained Environment.
- Take care where your assets are held - Guernsey as an alternative to Switzerland!
- Take care of your choice of Asset Manager – true independence is crucial!
- Take care of your Asset Management Style - Unconstrained is the Best Protection!
14:50 Next Gens & Succession Planning.
- How to identify the next leader and, by doing so, avoid sibling rivalry.
- The key features in creating a succession plan, in order to ensure a smooth transition.
- Boomers, Gen X and Millennials - How to bridge the gap between the different management styles.
15:10 Security – IT and Personal.
- Am I aware of the risk for my business and my family?
- Balancing visibility and anonymity.
- How can I be safe using modern technologies?
15:30 ETFs - Easy Access to International Markets.
- Why are ETFs so strongly in demand with investors? Differences between ETFs and traditional mutual funds
- Market trends and flows.
- The dominance of ESG and thematic ETFs.
15:50 Africa, Middle East & Asia - Opportunities for CEE Investors.
- Alternative power sources - Opportunities in Africa.
- To invest or not to invest – where to place your faith and where to steer clear.
- Specific areas for investment and its impact on economic growth.
16:15 Coffee Break
16:40 Asset & Wealth Management.
- Bank vs. Relationship Manager – who deserves your loyalty?
- How to find a new wealth or asset manager.
- Domestic vs. International – where should my assets be managed?
17:00 VC/PE - Technology Investments
- Trends to follow.
- Eastern Europe's Technology Hotspots.
- How and where to identify the right opportunities.
17:20 Hospitality, Leisure & Well-Being
- The future of the hospitality sector in a post-pandemic society.
- Digitalisation in the leisure sector.
- The growing well-being markets.
17:40 Closing Remarks
17:45 Post-Event Whiskey Tasting
Sponsors












Organised by
Hosted by

FAQ
Who are the delegates?
Delegates are single family office principles, UHNWI’s, private investors and family business owners from Central and Eastern Europe and those with an interest in the regions participation.
What is special about this event?
This event is an exclusive gathering of wealth owners from the CEE region, hosted by an Austrian single family office. Both, the host and organiser, want to create a highly relevant experience for the families and takes their concerns into consideration. Participating families have the opportunity to actively influence the agenda according to their individual interests. We specifically created a questionnaire that allows families to tell us what they want to learn about. This makes the event also highly attractive for sponsors as the agenda topics correspond with the families’ feedback.
What are the costs?
Single family offices, UHNWI’s, private investors and family business owners attend for free. To register please email: david@grammigadvisory.com
Individuals who do not fall into the above category and wish to participate can acquire a delegate pass for EUR 1,900. To registration or to request additional information please email: david@grammigadvisory.com
What is the event’s main language?
All panels and interviews are conducted in English. In order to overcome a possible language barrier we advise family office delegates to attend with a trusted advisor to translate if necessary.
Can I represent the family I work for?
CxO’s of single family offices or family businesses can attend. A person who fulfils an advisory role or is not a c-level executive can attend, given that the family the person represents has given their written consent that they wish to be represented by the individual.
Who is entitled to sponsor?
All industries and services are entitled to apply to sponsor if product or service are beneficial to the attending investors or if the sponsor presents an attractive investment opportunity to the attending investors. All applications to sponsor CEE Private Wealth are subject to availability, acceptance by the advisory board of the Host & Organiser and the Sponsor making full payment of the sponsorship fee.
Details about the attending investors?
As a single family office (Schütz Family Office) and professional service provider to family offices (Grammig Advisory) we deem it highly unprofessional, unethical and illegal to reveal any information concerning our guests. It is in the interest of all parties that the privacy of the attendees is protected. We will share neither names, contact details nor any other information about the attendees. Speakers and panelists will be announced on our website.
Pre-arranged meetings
We, as host and organiser, do not propose, organise or arrange meetings on behalf of third parties. Plenty of networking breaks (breakfast, 2 coffee breaks, lunch and post-event) offer the opportunity to engage with the investors.