Key benefits of attending
Tactical, intimate meetings
Gain market insights through direct conversations with leading fund managers.
Peer-to-peer networking
Connect with fellow fund selection leaders to exchange strategies and challenges.
Game-changing insights
Explore practical solutions for compliance, fees, tech adoption and portfolio design.
Speakers
Where leaders across vertical pillars of innovation nurture firsthand knowledge and shared experience to create long-term value for Europe’s single and multi-family office community.
True strength isn’t built in isolation; it is woven through the profound human connection of shared journeys, mutual trust and respect. At the third edition of the Citywire Southern European Private Wealth & Family Office retreat, we are cultivating a dedicated sanctuary with the Thought Leadership Masterclasses: an environment where senior single and multi-family office figures from across Southern Europe gather to immerse themselves in an authentic, cross-border circle. Born from a shared vision to create lasting value for the broader international community, these masterclasses have been created to explore the realities of handling the complexities of uniquely faceted family office structures and dynamics - from foundational governance to forward-looking, real-world investments - learning directly from firsthand experiences of those who walk the path. Reserved exclusively for the retreat’s delegates, these parallel, one-hour sessions remain strictly off the record to ensure private, genuine and functional exchanges.
The Masterclasses this November shall be themed and anchored by honorary Ambassadors in Thought Leadership, including Orazio Di Miscia (CIO, Larry) exploring longevity and practical tech shifts, Antonio Liso (Portfolio Manager, Deimos) on cross-sector real estate transitions, and João Boavida (Tangor Capital), on building an AI blueprint for Family Offices, and accompanying Ambassadors soon to be announced.
Thought Leadership Ambassadors:
Family Offices & conversations that cost: navigating family business succession
Moderator: Valentina Ferretti, FB Family Office
Speakers: Paolo Rovelli and Richard Watts, Nileus Leadership
Overview: The hardest moments in a family enterprise are rarely strategic, they’re conversational. What gets delayed becomes expensive: uncertainty over who leads next, unspoken doubts about capability, and assumptions that “the obvious successor” will step up. In this 50-minute session we’ll explore how Family Offices and boards can surface the truth early without damaging trust, reputation, or family unity.
Drawing on confidential work with multi-generation family businesses, we’ll use real succession patterns that often surprise even experienced owners. In one transition, the incumbent leader expected a clear outcome, until an objective assessment revealed the strongest next CEO was the youngest family member, working outside the business, who could be developed rapidly and supported through the handover. In another, the assumed heir was both unsuitable and unwilling to lead; structured coaching enabled an honest conversation with the founder generation and a clean exit that protected relationships and dignity.
We’ll also touch on the growth tension that follows succession: legacy vs. scale, control vs. delegation. Nileus Leadership’s approach is grounded in a simple principle—values only create value when translated into daily behaviours—so leadership standards remain consistent as the business expands across borders, teams, and generations.
Speakers
Where leaders across vertical pillars of innovation nurture firsthand knowledge and shared experience to create long-term value for Europe’s single and multi-family office community.
True strength isn’t built in isolation; it is woven through the profound human connection of shared journeys, mutual trust and respect. At the third edition of the Citywire Southern European Private Wealth & Family Office retreat, we are cultivating a dedicated sanctuary with the Thought Leadership Masterclasses: an environment where senior single and multi-family office figures from across Southern Europe gather to immerse themselves in an authentic, cross-border circle. Born from a shared vision to create lasting value for the broader international community, these masterclasses have been created to explore the realities of handling the complexities of uniquely faceted family office structures and dynamics - from foundational governance to forward-looking, real-world investments - learning directly from firsthand experiences of those who walk the path. Reserved exclusively for the retreat’s delegates, these parallel, one-hour sessions remain strictly off the record to ensure private, genuine and functional exchanges.
The Masterclasses this November shall be themed and anchored by honorary Ambassadors in Thought Leadership, including Orazio Di Miscia (CIO, Larry) exploring longevity and practical tech shifts, Antonio Liso (Portfolio Manager, Deimos) on cross-sector real estate transitions, and João Boavida (Tangor Capital), on building an AI blueprint for Family Offices, and accompanying Ambassadors soon to be announced.
Thought Leadership Ambassadors:
Family Offices & conversations that cost: navigating family business succession
Moderator: Valentina Ferretti, FB Family Office
Speakers: Paolo Rovelli and Richard Watts, Nileus Leadership
Overview: The hardest moments in a family enterprise are rarely strategic, they’re conversational. What gets delayed becomes expensive: uncertainty over who leads next, unspoken doubts about capability, and assumptions that “the obvious successor” will step up. In this 50-minute session we’ll explore how Family Offices and boards can surface the truth early without damaging trust, reputation, or family unity.
Drawing on confidential work with multi-generation family businesses, we’ll use real succession patterns that often surprise even experienced owners. In one transition, the incumbent leader expected a clear outcome, until an objective assessment revealed the strongest next CEO was the youngest family member, working outside the business, who could be developed rapidly and supported through the handover. In another, the assumed heir was both unsuitable and unwilling to lead; structured coaching enabled an honest conversation with the founder generation and a clean exit that protected relationships and dignity.
We’ll also touch on the growth tension that follows succession: legacy vs. scale, control vs. delegation. Nileus Leadership’s approach is grounded in a simple principle—values only create value when translated into daily behaviours—so leadership standards remain consistent as the business expands across borders, teams, and generations.
Speaker
Antonio Liso
Portfolio Manager, Deimos
Antonio Liso is an investment professional based in Milan, with over 15 years of experience across global financial markets. He currently serves as Portfolio Manager at a single family office, where he oversees a diversified multi-asset portfolio spanning both public and private markets, defining strategic and tactical asset allocation.
He previously worked as a Fund Selector and Multi-asset trader. Antonio holds a Master's Degree in Economics and Management and a CFA Certificate in ESG Investing.
The New Face of Real Estate: Cross-Sector Strategies for Family Offices
Against a macroeconomic backdrop characterized by increasing uncertainty and new economic challenges, the combination of stable returns, diversification from traditional financial markets, and the ability to preserve capital during periods of volatility is redefining the role of Real Estate within family offices' asset allocation strategies. Real estate is no longer viewed merely as a defensive asset class but is increasingly emerging as a convergence point for major structural megatrends. The market is rewarding assets capable of capturing these new structural shifts, while obsolete and less efficient properties face growing penalties. Physical space is evolving and integrating with hospitality models, responding to demographic shifts linked to longevity, and playing a central role in the development of energy and digital infrastructure.
With this backdrop, investment professionals face increasingly complex strategic questions: how does one balance the liquidity offered by public markets through vehicles like REITs with the greater control guaranteed by Private Markets and Club Deals? Which segments - from logistics to living, from data centres to healthcare real estate - currently offer the best balance between cash flow visibility and growth potential?
Antonio Liso, Portfolio Manager at Deimos, will lead this thought leadership masterclass, unpacking this pillar to offer fresh insights into the role of this asset class today, sharing practical new angles to take away.
Meet the rest of the speakers
Where leaders across vertical pillars of innovation nurture firsthand knowledge and shared experience to create long-term value for Europe’s single and multi-family office community.
True strength isn’t built in isolation; it is woven through the profound human connection of shared journeys, mutual trust and respect. At the third edition of the Citywire Southern European Private Wealth & Family Office retreat, we are cultivating a dedicated sanctuary with the Thought Leadership Masterclasses: an environment where senior single and multi-family office figures from across Southern Europe gather to immerse themselves in an authentic, cross-border circle. Born from a shared vision to create lasting value for the broader international community, these masterclasses have been created to explore the realities of handling the complexities of uniquely faceted family office structures and dynamics - from foundational governance to forward-looking, real-world investments - learning directly from firsthand experiences of those who walk the path. Reserved exclusively for the retreat’s delegates, these parallel, one-hour sessions remain strictly off the record to ensure private, genuine and functional exchanges.
The Masterclasses this November shall be themed and anchored by honorary Ambassadors in Thought Leadership, including Orazio Di Miscia (CIO, Larry) exploring longevity and practical tech shifts, Antonio Liso (Portfolio Manager, Deimos) on cross-sector real estate transitions, and João Boavida (Tangor Capital), on building an AI blueprint for Family Offices, and accompanying Ambassadors soon to be announced.
Thought Leadership Ambassadors:
Family Offices & conversations that cost: navigating family business succession
Moderator: Valentina Ferretti, FB Family Office
Speakers: Paolo Rovelli and Richard Watts, Nileus Leadership
Overview: The hardest moments in a family enterprise are rarely strategic, they’re conversational. What gets delayed becomes expensive: uncertainty over who leads next, unspoken doubts about capability, and assumptions that “the obvious successor” will step up. In this 50-minute session we’ll explore how Family Offices and boards can surface the truth early without damaging trust, reputation, or family unity.
Drawing on confidential work with multi-generation family businesses, we’ll use real succession patterns that often surprise even experienced owners. In one transition, the incumbent leader expected a clear outcome, until an objective assessment revealed the strongest next CEO was the youngest family member, working outside the business, who could be developed rapidly and supported through the handover. In another, the assumed heir was both unsuitable and unwilling to lead; structured coaching enabled an honest conversation with the founder generation and a clean exit that protected relationships and dignity.
We’ll also touch on the growth tension that follows succession: legacy vs. scale, control vs. delegation. Nileus Leadership’s approach is grounded in a simple principle—values only create value when translated into daily behaviours—so leadership standards remain consistent as the business expands across borders, teams, and generations.
Speaker
Orazio Di Miscia
Chief Investment Officer, Larry
Longevity & New Ideas: capital learns to age well
For decades, finance looked at longevity as a row in an Excel spreadsheet: a rising life expectancy, a demographic pyramid turning upside down. An actuarial problem, not an idea. Today that perspective is obsolete. Living to 90 or 100 is becoming the norm, and around this norm an unprecedented economy is taking shape: an ecosystem where biotech, healthcare AI, personalized nutrition, adaptive real estate, lifelong learning and new forms of work converge into one great question - how do we live, and invest, in a longer span of time?
The point is not "selling products for the elderly." It is recognizing that a new generation of long-lived people is emerging - active, demanding, digital - refusing the label of old age and expecting services that match their standards. This is the real playing field: in the gap between what the market offers and what this population demands.
For finance, the challenge is twofold. The first is to recognize the longevity economy as a cross-cutting asset class, capable of moving capital on the same scale as the energy transition. The second, more uncomfortable, is cultural: stop thinking in quarters. A society that lives longer needs patient capital, strategies measured in decades, and returns that account for the quality of the time gained.
In this bespoke masterclass, Longevity & New Ideas, developed by Orazio Di Miscia, Chief Investment Officer at Larry, peers will be invited to look at this increasingly central theme from new angles, leading a conversation around how capital can fund a society that has learned to live longer - and now demands to live better. The finance that grasps this shift will not merely generate returns: it will help shape the way future generations grow old.
Meet the rest of the speakers
Where leaders across vertical pillars of innovation nurture firsthand knowledge and shared experience to create long-term value for Europe’s single and multi-family office community.
True strength isn’t built in isolation; it is woven through the profound human connection of shared journeys, mutual trust and respect. At the third edition of the Citywire Southern European Private Wealth & Family Office retreat, we are cultivating a dedicated sanctuary with the Thought Leadership Masterclasses: an environment where senior single and multi-family office figures from across Southern Europe gather to immerse themselves in an authentic, cross-border circle. Born from a shared vision to create lasting value for the broader international community, these masterclasses have been created to explore the realities of handling the complexities of uniquely faceted family office structures and dynamics - from foundational governance to forward-looking, real-world investments - learning directly from firsthand experiences of those who walk the path. Reserved exclusively for the retreat’s delegates, these parallel, one-hour sessions remain strictly off the record to ensure private, genuine and functional exchanges.
The Masterclasses this November shall be themed and anchored by honorary Ambassadors in Thought Leadership, including Orazio Di Miscia (CIO, Larry) exploring longevity and practical tech shifts, Antonio Liso (Portfolio Manager, Deimos) on cross-sector real estate transitions, and João Boavida (Tangor Capital), on building an AI blueprint for Family Offices, and accompanying Ambassadors soon to be announced.
Thought Leadership Ambassadors:
Family Offices & conversations that cost: navigating family business succession
Moderator: Valentina Ferretti, FB Family Office
Speakers: Paolo Rovelli and Richard Watts, Nileus Leadership
Overview: The hardest moments in a family enterprise are rarely strategic, they’re conversational. What gets delayed becomes expensive: uncertainty over who leads next, unspoken doubts about capability, and assumptions that “the obvious successor” will step up. In this 50-minute session we’ll explore how Family Offices and boards can surface the truth early without damaging trust, reputation, or family unity.
Drawing on confidential work with multi-generation family businesses, we’ll use real succession patterns that often surprise even experienced owners. In one transition, the incumbent leader expected a clear outcome, until an objective assessment revealed the strongest next CEO was the youngest family member, working outside the business, who could be developed rapidly and supported through the handover. In another, the assumed heir was both unsuitable and unwilling to lead; structured coaching enabled an honest conversation with the founder generation and a clean exit that protected relationships and dignity.
We’ll also touch on the growth tension that follows succession: legacy vs. scale, control vs. delegation. Nileus Leadership’s approach is grounded in a simple principle—values only create value when translated into daily behaviours—so leadership standards remain consistent as the business expands across borders, teams, and generations.
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Speaker
Joao Boavida
Investment Analyst, Tangor Capital
João Boavida is an Investment Analyst at Tangor Capital, where he helps manage a diversified investment portfolio spanning private equity, co-investments, fixed income, hedge funds, and real estate. He specializes in asset allocation, portfolio construction, and investment analysis. Prior to joining Tangor Capital, João gained experience in private equity real estate. He holds a Master's in Finance, has passed the CFA Level II exam, and is currently pursuing the CFA charter.
An AI blueprint for Family Offices: Building the 360° Roadmap unpacking AI as a tool
In this bespoke, closed-door masterclass, João Boavida (Tangor Capital) will lead the discussion to look at how a family office can implement and integrate AI as a structural, 360-degree tool, in real-life. This masterclass centers on understanding how AI and software can be integrated across the various operational layers of a family office, spanning from high-level governance and privacy frameworks down to day-to-day investment research, software evaluation, and multi-custodial data look-through.
Unpacking and drawing a comprehensive operational roadmap from scratch, João will deliver concrete insights to navigate the AI frontier, offering a personal, first-hand tool set of best practices, designed to fluidly assist family office professionals navigating differing degrees of operational needs and focus areas. We will dive straight into the practical mechanics of everyday workflows, looking at and comparing software features to determine their impacts on staff efficiency and costs, while tackling the complexities of auditing the machine learning "black box" and deploying strict guardrails against shadow AI data leakages. Last but not least, of course, we’ll unpick how this space is becoming an asset class of its own, asking ‘what does it actually mean’ when talking about AI as an asset class?, decoding how to distribute capital across public tech equities, private venture capital, and physical infrastructure backbones like data centers and energy grids. While AI, its agents and tools evolve at lightning speed, this masterclass will leave you feeling amazed by the technology's vast potential, but also confident, equipped with precious real-life insights to actively approach and deploy AI within your unique ecosystem.
Meet the rest of the speakers
Where leaders across vertical pillars of innovation nurture firsthand knowledge and shared experience to create long-term value for Europe’s single and multi-family office community.
True strength isn’t built in isolation; it is woven through the profound human connection of shared journeys, mutual trust and respect. At the third edition of the Citywire Southern European Private Wealth & Family Office retreat, we are cultivating a dedicated sanctuary with the Thought Leadership Masterclasses: an environment where senior single and multi-family office figures from across Southern Europe gather to immerse themselves in an authentic, cross-border circle. Born from a shared vision to create lasting value for the broader international community, these masterclasses have been created to explore the realities of handling the complexities of uniquely faceted family office structures and dynamics - from foundational governance to forward-looking, real-world investments - learning directly from firsthand experiences of those who walk the path. Reserved exclusively for the retreat’s delegates, these parallel, one-hour sessions remain strictly off the record to ensure private, genuine and functional exchanges.
The Masterclasses this November shall be themed and anchored by honorary Ambassadors in Thought Leadership, including Orazio Di Miscia (CIO, Larry) exploring longevity and practical tech shifts, Antonio Liso (Portfolio Manager, Deimos) on cross-sector real estate transitions, and João Boavida (Tangor Capital), on building an AI blueprint for Family Offices, and accompanying Ambassadors soon to be announced.
Thought Leadership Ambassadors:
Family Offices & conversations that cost: navigating family business succession
Moderator: Valentina Ferretti, FB Family Office
Speakers: Paolo Rovelli and Richard Watts, Nileus Leadership
Overview: The hardest moments in a family enterprise are rarely strategic, they’re conversational. What gets delayed becomes expensive: uncertainty over who leads next, unspoken doubts about capability, and assumptions that “the obvious successor” will step up. In this 50-minute session we’ll explore how Family Offices and boards can surface the truth early without damaging trust, reputation, or family unity.
Drawing on confidential work with multi-generation family businesses, we’ll use real succession patterns that often surprise even experienced owners. In one transition, the incumbent leader expected a clear outcome, until an objective assessment revealed the strongest next CEO was the youngest family member, working outside the business, who could be developed rapidly and supported through the handover. In another, the assumed heir was both unsuitable and unwilling to lead; structured coaching enabled an honest conversation with the founder generation and a clean exit that protected relationships and dignity.
We’ll also touch on the growth tension that follows succession: legacy vs. scale, control vs. delegation. Nileus Leadership’s approach is grounded in a simple principle—values only create value when translated into daily behaviours—so leadership standards remain consistent as the business expands across borders, teams, and generations.
Speaker
Kevin Jacho
Head of Investments
NdB Family Office
Kevin Jacho, EFA, CESGA, is Head of Investments at NdB Family Office in Castellon, Spain, where he leads the investment function across traditional and alternative asset classes. He is responsible for portfolio construction, manager selection, due diligence, and strategic asset allocation, with a particular focus on private markets, mutual funds, fixed income, and long-term capital preservation. Over the past six years, Kevin has developed extensive experience evaluating private equity, private credit, infrastructure, and liquid investment strategies for family wealth. His work combines rigorous investment analysis with a strong emphasis on liquidity management, governance, and efficient portfolio construction. In addition to his role at NdB, he collaborates with the Fundación de Estudios Bursátiles y Financieros (FEBF), contributing to discussions on investment strategy and the evolving role of family offices. Kevin holds the European Financial Advisor (EFA) and CESGA sustainability certifications and is passionate about helping family offices navigate the increasing complexity of private markets through practical, disciplined, and forward-looking investment frameworks.
Meet the rest of the speakers
Where leaders across vertical pillars of innovation nurture firsthand knowledge and shared experience to create long-term value for Europe’s single and multi-family office community.
True strength isn’t built in isolation; it is woven through the profound human connection of shared journeys, mutual trust and respect. At the third edition of the Citywire Southern European Private Wealth & Family Office retreat, we are cultivating a dedicated sanctuary with the Thought Leadership Masterclasses: an environment where senior single and multi-family office figures from across Southern Europe gather to immerse themselves in an authentic, cross-border circle. Born from a shared vision to create lasting value for the broader international community, these masterclasses have been created to explore the realities of handling the complexities of uniquely faceted family office structures and dynamics - from foundational governance to forward-looking, real-world investments - learning directly from firsthand experiences of those who walk the path. Reserved exclusively for the retreat’s delegates, these parallel, one-hour sessions remain strictly off the record to ensure private, genuine and functional exchanges.
The Masterclasses this November shall be themed and anchored by honorary Ambassadors in Thought Leadership, including Orazio Di Miscia (CIO, Larry) exploring longevity and practical tech shifts, Antonio Liso (Portfolio Manager, Deimos) on cross-sector real estate transitions, and João Boavida (Tangor Capital), on building an AI blueprint for Family Offices, and accompanying Ambassadors soon to be announced.
Thought Leadership Ambassadors:
Family Offices & conversations that cost: navigating family business succession
Moderator: Valentina Ferretti, FB Family Office
Speakers: Paolo Rovelli and Richard Watts, Nileus Leadership
Overview: The hardest moments in a family enterprise are rarely strategic, they’re conversational. What gets delayed becomes expensive: uncertainty over who leads next, unspoken doubts about capability, and assumptions that “the obvious successor” will step up. In this 50-minute session we’ll explore how Family Offices and boards can surface the truth early without damaging trust, reputation, or family unity.
Drawing on confidential work with multi-generation family businesses, we’ll use real succession patterns that often surprise even experienced owners. In one transition, the incumbent leader expected a clear outcome, until an objective assessment revealed the strongest next CEO was the youngest family member, working outside the business, who could be developed rapidly and supported through the handover. In another, the assumed heir was both unsuitable and unwilling to lead; structured coaching enabled an honest conversation with the founder generation and a clean exit that protected relationships and dignity.
We’ll also touch on the growth tension that follows succession: legacy vs. scale, control vs. delegation. Nileus Leadership’s approach is grounded in a simple principle—values only create value when translated into daily behaviours—so leadership standards remain consistent as the business expands across borders, teams, and generations.
Speaker
Richard Watts
Director, Nileus Consulting
Previously, Richard served for 25 years as an operational leader in the UK Royal Marines, where he commanded a Commando battalion and was a Brigade Chief of Staff on operations. He was personally decorated by H.M. The Queen in 2004 for inspirational leadership. In building Nileus, Richard has taken many behavioural and team lessons from his military experience to create models with a focus on empowerment to develop leaders and followers– in particular ‘tell me WHAT you want me to do, and WHY you want me to do it, but don’t tell me HOW to do it’.
Meet the rest of the speakers
Where leaders across vertical pillars of innovation nurture firsthand knowledge and shared experience to create long-term value for Europe’s single and multi-family office community.
True strength isn’t built in isolation; it is woven through the profound human connection of shared journeys, mutual trust and respect. At the third edition of the Citywire Southern European Private Wealth & Family Office retreat, we are cultivating a dedicated sanctuary with the Thought Leadership Masterclasses: an environment where senior single and multi-family office figures from across Southern Europe gather to immerse themselves in an authentic, cross-border circle. Born from a shared vision to create lasting value for the broader international community, these masterclasses have been created to explore the realities of handling the complexities of uniquely faceted family office structures and dynamics - from foundational governance to forward-looking, real-world investments - learning directly from firsthand experiences of those who walk the path. Reserved exclusively for the retreat’s delegates, these parallel, one-hour sessions remain strictly off the record to ensure private, genuine and functional exchanges.
The Masterclasses this November shall be themed and anchored by honorary Ambassadors in Thought Leadership, including Orazio Di Miscia (CIO, Larry) exploring longevity and practical tech shifts, Antonio Liso (Portfolio Manager, Deimos) on cross-sector real estate transitions, and João Boavida (Tangor Capital), on building an AI blueprint for Family Offices, and accompanying Ambassadors soon to be announced.
Thought Leadership Ambassadors:
Family Offices & conversations that cost: navigating family business succession
Moderator: Valentina Ferretti, FB Family Office
Speakers: Paolo Rovelli and Richard Watts, Nileus Leadership
Overview: The hardest moments in a family enterprise are rarely strategic, they’re conversational. What gets delayed becomes expensive: uncertainty over who leads next, unspoken doubts about capability, and assumptions that “the obvious successor” will step up. In this 50-minute session we’ll explore how Family Offices and boards can surface the truth early without damaging trust, reputation, or family unity.
Drawing on confidential work with multi-generation family businesses, we’ll use real succession patterns that often surprise even experienced owners. In one transition, the incumbent leader expected a clear outcome, until an objective assessment revealed the strongest next CEO was the youngest family member, working outside the business, who could be developed rapidly and supported through the handover. In another, the assumed heir was both unsuitable and unwilling to lead; structured coaching enabled an honest conversation with the founder generation and a clean exit that protected relationships and dignity.
We’ll also touch on the growth tension that follows succession: legacy vs. scale, control vs. delegation. Nileus Leadership’s approach is grounded in a simple principle—values only create value when translated into daily behaviours—so leadership standards remain consistent as the business expands across borders, teams, and generations.
Speaker
Paolo Rovelli
Director, Nileus Leadership
At Nileus Leadership, Paolo co-leads international delivery for clients including a large, family-owned and led, global petrochemical producer, embedding values-based behaviours and decision-making routines across geographies to strengthen leadership standards, alignment and performance. He believes: ‘Succession succeeds when families turn values into observable behaviours and have the courage to learn from what doesn’t work.’
Meet the rest of the speakers
Where leaders across vertical pillars of innovation nurture firsthand knowledge and shared experience to create long-term value for Europe’s single and multi-family office community.
True strength isn’t built in isolation; it is woven through the profound human connection of shared journeys, mutual trust and respect. At the third edition of the Citywire Southern European Private Wealth & Family Office retreat, we are cultivating a dedicated sanctuary with the Thought Leadership Masterclasses: an environment where senior single and multi-family office figures from across Southern Europe gather to immerse themselves in an authentic, cross-border circle. Born from a shared vision to create lasting value for the broader international community, these masterclasses have been created to explore the realities of handling the complexities of uniquely faceted family office structures and dynamics - from foundational governance to forward-looking, real-world investments - learning directly from firsthand experiences of those who walk the path. Reserved exclusively for the retreat’s delegates, these parallel, one-hour sessions remain strictly off the record to ensure private, genuine and functional exchanges.
The Masterclasses this November shall be themed and anchored by honorary Ambassadors in Thought Leadership, including Orazio Di Miscia (CIO, Larry) exploring longevity and practical tech shifts, Antonio Liso (Portfolio Manager, Deimos) on cross-sector real estate transitions, and João Boavida (Tangor Capital), on building an AI blueprint for Family Offices, and accompanying Ambassadors soon to be announced.
Thought Leadership Ambassadors:
Family Offices & conversations that cost: navigating family business succession
Moderator: Valentina Ferretti, FB Family Office
Speakers: Paolo Rovelli and Richard Watts, Nileus Leadership
Overview: The hardest moments in a family enterprise are rarely strategic, they’re conversational. What gets delayed becomes expensive: uncertainty over who leads next, unspoken doubts about capability, and assumptions that “the obvious successor” will step up. In this 50-minute session we’ll explore how Family Offices and boards can surface the truth early without damaging trust, reputation, or family unity.
Drawing on confidential work with multi-generation family businesses, we’ll use real succession patterns that often surprise even experienced owners. In one transition, the incumbent leader expected a clear outcome, until an objective assessment revealed the strongest next CEO was the youngest family member, working outside the business, who could be developed rapidly and supported through the handover. In another, the assumed heir was both unsuitable and unwilling to lead; structured coaching enabled an honest conversation with the founder generation and a clean exit that protected relationships and dignity.
We’ll also touch on the growth tension that follows succession: legacy vs. scale, control vs. delegation. Nileus Leadership’s approach is grounded in a simple principle—values only create value when translated into daily behaviours—so leadership standards remain consistent as the business expands across borders, teams, and generations.
Speaker
Valentina Ferretti
FB Family Office
Meet the rest of the speakers
Where leaders across vertical pillars of innovation nurture firsthand knowledge and shared experience to create long-term value for Europe’s single and multi-family office community.
True strength isn’t built in isolation; it is woven through the profound human connection of shared journeys, mutual trust and respect. At the third edition of the Citywire Southern European Private Wealth & Family Office retreat, we are cultivating a dedicated sanctuary with the Thought Leadership Masterclasses: an environment where senior single and multi-family office figures from across Southern Europe gather to immerse themselves in an authentic, cross-border circle. Born from a shared vision to create lasting value for the broader international community, these masterclasses have been created to explore the realities of handling the complexities of uniquely faceted family office structures and dynamics - from foundational governance to forward-looking, real-world investments - learning directly from firsthand experiences of those who walk the path. Reserved exclusively for the retreat’s delegates, these parallel, one-hour sessions remain strictly off the record to ensure private, genuine and functional exchanges.
The Masterclasses this November shall be themed and anchored by honorary Ambassadors in Thought Leadership, including Orazio Di Miscia (CIO, Larry) exploring longevity and practical tech shifts, Antonio Liso (Portfolio Manager, Deimos) on cross-sector real estate transitions, and João Boavida (Tangor Capital), on building an AI blueprint for Family Offices, and accompanying Ambassadors soon to be announced.
Thought Leadership Ambassadors:
Family Offices & conversations that cost: navigating family business succession
Moderator: Valentina Ferretti, FB Family Office
Speakers: Paolo Rovelli and Richard Watts, Nileus Leadership
Overview: The hardest moments in a family enterprise are rarely strategic, they’re conversational. What gets delayed becomes expensive: uncertainty over who leads next, unspoken doubts about capability, and assumptions that “the obvious successor” will step up. In this 50-minute session we’ll explore how Family Offices and boards can surface the truth early without damaging trust, reputation, or family unity.
Drawing on confidential work with multi-generation family businesses, we’ll use real succession patterns that often surprise even experienced owners. In one transition, the incumbent leader expected a clear outcome, until an objective assessment revealed the strongest next CEO was the youngest family member, working outside the business, who could be developed rapidly and supported through the handover. In another, the assumed heir was both unsuitable and unwilling to lead; structured coaching enabled an honest conversation with the founder generation and a clean exit that protected relationships and dignity.
We’ll also touch on the growth tension that follows succession: legacy vs. scale, control vs. delegation. Nileus Leadership’s approach is grounded in a simple principle—values only create value when translated into daily behaviours—so leadership standards remain consistent as the business expands across borders, teams, and generations.
Partners
From investment strategy to client experience, these firm-led workshops offer direct and focused conversations with the providers helping our delegates solve real challenges and grow with clarity and purpose.
Partners
From investment strategy to client experience, these firm-led workshops offer direct and focused conversations with the providers helping our delegates solve real challenges and grow with clarity and purpose.
FERI
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Mercer
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Capital Group
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Premia Partners
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