About this roundtable
An interactive discussion on the practical challenges family offices and family businesses face when moving and managing capital across jurisdictions, currencies and financial institutions.
Held in a strictly commercial-neutral, confidential and solicitation-free setting.
Discussion themes
Cross-border transfers: reducing delays, unnecessary intermediaries and transaction costs
Foreign exchange: understanding spreads, execution quality and managing currency exposure
Liquidity management: maintaining access to funds across currencies, accounts and jurisdictions
Banking and counterparty relationships: assessing concentration risk, service reliability and contingency arrangements
Treasury oversight: establishing clear payment approvals, account visibility and reconciliation controls
Who should join
✓ Family office principals, family business owners and executives, and those responsible for treasury and finance.