Private Client Consultancy

Events

Connect. Learn. Grow.

View Our Upcoming Events

At Private Client Consultancy, we host engaging and informative events designed to help international professionals, entrepreneurs, and families protect and grow their wealth—wherever life takes them.

Whether you’re a Swiss resident, a cross-border investor, or planning your financial future abroad, our events offer practical insights and personalised access to experts in international wealth planning, tax mitigation, and investment strategy.

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The Type Of Events We host

Webinars

Our live webinars are designed to give you valuable, up-to-date knowledge on a range of financial topics, all from the comfort of your home or office.

Hosted by our expert advisers and featuring guest speakers, each session addresses subjects such as international tax planning, cross-border investment strategies, and pension considerations for globally mobile clients.

Webinars are interactive and include live Q&A segments, allowing you to receive guidance tailored to your situation.

Recordings are made available afterwards for those who cannot join live.

Private Client Consultancy Events Webinars

Seminars

Our in-person seminars offer a deeper dive into specialised areas of wealth planning and cross-border finance.

Held in cities across Switzerland and Europe, these events are ideal for individuals seeking a more personalised, face-to-face experience.

You’ll benefit from presentations by industry professionals, insightful panel discussions, and the chance to speak directly with our advisers.

Whether you’re exploring relocation, succession planning, or multi-jurisdictional compliance, our seminars are crafted to help you turn knowledge into action.

Private Client Consultancy Events - Seminars

Client Receptions & Private Gatherings

Throughout the year, we host a number of informal events that offer a more relaxed environment to connect with our team and like-minded individuals.

These may include networking evenings, private lunches, or small-group discussions centred around shared financial concerns or interests.

These gatherings are not only an opportunity to deepen your understanding of key wealth management topics, but also to build lasting relationships with both clients and advisers.

Private Client Consultancy Events Other Events

In Case You Missed It

We’ve made our past webinars available on demand, so you can access valuable insights at your convenience.

Each session offers expert advice, Q&A session, and practical guidance on topics ranging from wealth management to tax optimisation and investment strategies.

View our library of webinars on demand and stay informed with the latest in wealth management, even if you couldn’t join us live.

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