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CENTRAL & EASTERN EUROPEAN
WEALTH SUMMIT

23 - 24 June 2025
Bucharest, Romania

Organised by
With the support of

The CEE Wealth Summit

The CEE Wealth Summit is making a comeback, and this year it promises to be even more exclusive than before. In order to create a truly immersive and impactful event, we have decided to restrict the number of attendees to 120.

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.

Attendees

42%

UBOs and family members

32%

FO/business CxOs

19%

FO investment managers

7%

speakers or sponsors

AUM

24%

< EUR 100 million

57%

EUR 100 to 500 millions

19%

> EUR 500 million

Countries:

Albania, Armenia, Austria, Azerbaijan, Belorussia, Belgium, Bulgaria, Croatia, Czech Republic, Denmark, Finland, France, Georgia, Germany, Hungary, India, Israel, Italy, Kazakhstan, Latvia, Lithuania, Monaco, Poland, Romania, Russia, Serbia, Slovakia, Slovenia, Spain, Switzerland, Turkey, UAE, Ukraine, USA

Note from the Founder

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.

I am looking forward to welcoming you to the next Central & Eastern European Wealth Summit in Bucharest.

Yours Sincerely,

David Grammig

As former Director for International Relations at 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.

This Year's Agenda

Speakers​

No member found

Eyal Zbeda

Chairman, Shlomo Zbeda Holdings, Israel

Andrei Podlesnyi

Investment Manager, Triple Impact Ventures, Austria

Philipp Szep

Managing Director, Deltavest, Austria

Elodie Rojas

SFO Operational, Philanthropy Manager, Impact investment committee member, QUATRE VENTS, France

Eric Assimakopoulos

Managing Partner, Revetas Capital, Slovakia / Austria

Mario Altenburger

Co-founder & Managing Partner, Harbour Industrial Capital, Hong Kong

Zipo Lai

Zipo Lai Head of Family Office, Europe, Invest Hong Kong, Hong Kong

Elisabeth Köstinger

CEO, e+ ventures GmbH, Austria

Lucas Brichetti-Wagner

Member of the Board of Directors, Asia Impact, Switzerland Luxembourg

Per Wimmer

CEO, Wimmer Family Office, United Kingdom

Antonia Da Silva Teixeira

Founder & CEO, Neurodevelopmental Consultant & Family Office Counselling Expert, United Kingdom

Prof. Dr. Shalini Randeria

President & Rector Central European University, Austria

Nitin Shakdher

Founder & CEO, Green Capital Single Family Office, India

Tilo Bonow

Founder & CEO, PIABO PR GmbH, Germany

Franz Friedl

Founder & CEO, Emerald Hill LLC, Switzerland

Ben Ruschin

Managing Partner, Big Cheese Ventures, Austria

Oksana Tiedt

Head of Fund and Co-Investments, Lennertz & Co, Germany

Donatella Ceccarelli

Founder & CEO, DAF Private Office, Italy

Samo Lubej

CEO, Prosperita Family Office, Slovenia

Björn von Siemens

Co-Founder and CFO, Caresyntax, Germany

Tomas Bocek

Investment Manager at SPM INVEST, Czech Republic

Olivia Aubry

Sustainability Consultant, Director at Arno Management Limited, Malta

Peta Milan

Principal, Henmil Group Family Office, UAE

Luka Prelevic

Principal at Prelevic and LEX, Serbia

Massimo Agostinelli

Artist & Entrepreneur, Think 1st Principles, Switzerland

Evgeny Denisenko

Principal, Director at Apolis SFO, Monaco

Cyril Aboujaoude

Director of Investments at RIR Group and Co-Founder at Tioopo Capital, United Kingdom

Sebastian Kurz

Former Federal Chancellor of the Republic of Austria

Adrian Shatku

CEO and Founder of UNIFI Capital Inc, USA, and CEO and Owner of WIS TELECOM, Italy

Florian Frhr. von Tucher

Chairman & Managing Director, Tucher Group, Germany

Dovi Frances

Founding Partner, Group 11, USA/Israel

Martin Schindler

Managing Director, Schütz Family Office, Austria

Alex Schütz

CEO, C-Quadrat Investment Group, Austria

Emma Hague

Principal, Single Family Office, United Kingdom

Antoni Gburek

Founder and Board Member, Fidelis Partners, Poland

Markus Schwingshackl

Founder of Centro LAW, Switzerland

Ekta Tolani

Managing Director, Crown Capital, USA

Ákos Köszegváry

Chief of Division of Public Private Partnerships, UNIDO, Austria

Paweł Jacel

Partner, CVI, Poland

Tolga Yazıcı

CEO, EGL Holding Investments, Turkey

Dr. Johannes Ortner

Co-founder and CEO of ALIA AG; Owner J.O. Advisory, Austria

Boris Abaev

CEO, Bidease.com, USA

Dr. Samson Pkhakadze

President, Wissol Group, Georgia

Juan Victor Wang Xu

CEO, SlimBiotics GmbH, Austria

Davide Ottolini

Founding Partner, Korify Capital Fund ONE, Switzerland

Mark Florman

Founder & CEO, Time Partners, United Kingdom

Heiner A. Weber

Chairman, Katalysen Ventures, Switzerland

Charly Kleissner

Co-Founder Toniic & KL Felicitas Foundation, Club of Rome, Chair of Supervisory Board at Alia AG

Frederic Garcin

Founder, Borderent, Switzerland

Michael Kleindl

Co-Founder and Managing Partner, Collateral Good, Switzerland

Andrew Velasco

Direct Investments, Hundle

Maria Gajda Horowitz

Founding Managing Partner, KIDRON CAPITAL LP, Israel

Omer Tiroche

Owner, Albatross Art Advisers, United Kingdom

Yulia Denisenko

Principal, Apolis S.A.M., Italy

Wiktor Schmidt

Co-Founder & Executive Chairman, Netguru

Hans van Houwelingen

Managing Partner, Urban Impact Ventures, Bulgaria

Felix Ohswald

Co-Founder & CEO, GoStudent, Austria

Hugo Borges

COO, MCA Group, Spain

Serhan Süzer

CEO Eko Group, Türkiye

Nico Zeifang

Co-Founder of Penguin Capital, Germany

Dr Cornelia Meyer

Chairman & CEO, MRL Corporation, United Kingdom

Melanie Rieback

Co-founder/CEO, Radically Open Security, Netherlands

Benjamin Lakatos

CEO, MET Group, Switzerland & Hungary

Tomas Dacys

Client executive, INVL group, Lithuania.

Arindam Bose

Managing Partner, AB Holdings Ltd, UAE & Austria

Octavian Graf Pilati

Owner, Burg Hardegg & Schloss Ruegers, Austria

Agata Baranska

Managing Partner, Undique Capital, Poland & Monaco

Mireille Abi Haidar Vorobyeva

Head of Single Family Office, Russia

Matei Dumitrescu

VP at Techangels & Partner at RocaX, Austria

Benjamin Habbel

Founder & CEO, Limestone Capital AG, Switzerland

Ladislav Sekerka

Partner, Consillium Family Office, Czech Republic

Cameron Rennie

Director, Medici Advisors, United Kingdom

Arkadiusz Stefaniak

CEO at Agro Concept Management (AgCM) and Partner at Myroxylon Gmbh, Bulgaria

Sergey Radchenko

Principal & President, Quonota Investments SFO & St Gotthard Fund Management, Russia, Cyprus & Switzerland

Francesco Marini

Founder & CEO, Lio Capital, United Kingdom

Jiri Diblik

Co-Founder & CEO, VOS.health, Czech Republic

Zita Nikoletta Verbényi

Founder & Legacy Aesthete, The Legacy Atelier™, & Head of Family Offices, Stanton Chase, United Kingdom

Adam H. Martin

GP, Sujae Ltd, United Kingdom

Aiman Mansour

VP and Head of Business Development in MENA Region, Menomadin Group, Israel

Francois Botha

CEO & Founder, Simple, Denmark

Tohib Iyiola

Group Chief Executive Officer, Stronghold Global Finance, United Kingdom

Sebastian Nitsch

CEO, 6B47 Real Estate Investors AG, Austria

Adrian Nowak

CIO, Family Office, Poland

Jan Beckers

CIO & founder, BIT Capital GmbH, Germany

Clive Eley

Chief Investment Officer and SFO,Nordic Real Estate Partners, Denmark

Indre Dargyte

Board member, Eika Asset Management, Lithuania

Alex Felman

General Partner, Felman Family Office, Latvia

Indre Butkeviciute

Senior Wealth Manager, Orion Wealth Family Office, Lithuania

Marek Moravec

Managing Director/Co-founder, Nation 1, Czechia

Marius Jakulis Jason

Marius Jakulis Jason; lawyer, investor and philanthropist; Lithuania

Andrei Pogonaru

Partner, CEFS SA, Bucharest Romania

Marina Vaughan Spitzy

Director, Tecolote Advisory, Austria

Terezia Jacova

Co-founder, Lumus Investment Collective, Slovakia

Pierre-Antoine Mudry

Head of corporate finance & investor relations – Rejuveron Life Sciences AG, Switzerland and Advisor – Apeiron Investment Group, UK

Paula Salastie

CEO and owner, Teknos Group, Finland

Christopher Knothe

Co-Founder and Managing Partner of Direct Capital Investments (DCI)

Claus Winther

Founder & CEO, Ree Fashion, Denmark

Patrick Wigan

Managing Director, Wigan Acquisitions & Senior Advisor to Austrian Single-Family Office, Austria.

Erich Sieber

Founding General Partner, PeakBridge VC, United Arab Emirates

Alexander Rapatz

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

Organised & Hosted by

Co-Hosted by

Exclusive Banking Partner

Gallery

FAQ

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.

This event is an exclusive gathering of wealth owners from the CEE region, hosted by an Austrian single family office and a Romanian family business. 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.

Delegate passes for the entire event including networking, all sessions and lunches & dinners come at EUR 2,500

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.

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.

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.

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.

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.

Hotel recommendations will be provided to registered attendees.

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