Family Office Forum, Cayman Islands 2024 Conference

During her time in Australia, she worked as lawyer specialising in Sports and Corporate Risk, where she advised on commercial matters in sports, entertainment and insurance. Cassandra's practice included strategic advice to Boards and CEOs on governance and risk management issues. She also acted in insurance disputes primarily in the management liability, professional indemnity, medical negligence and public liability space.

Cassandra is a speaker and MC, travelling worldwide to present on corporate risk and governance matters and has held a number of appointments or board positions, including to the Judicial Appointments Advisory Panel for Queensland, Australia and the Federation Internationale de Volleyball.

In 2017, Cassandra was named in the Top 20 under 40 in Queensland Business Monthly and has regularly been named in the Who's Who List of Australian Women.

Went to school in the UK and studied mechanical engineering at the Technical University Vienna.

In November 2014 the Family was hit by crisis due to a failed investment. In August 2015 it was decided that Octavian takes on the management of the crisis to try and navigate it.

Since then the crisis was passed and Octavian now manages his own small family office in Vienna focused on disstressed assets and venture capital.
"To turn adversity into business opportunity.”

He comes from a business family now in the 5th generation. Dominik began his career as a structured derivatives marketer for Merrill Lynch and Nomura. He has since held senior positions at a volatility strategy hedge fund and a Swiss based asset manager. Dominik became a Partner of Blu Family Office in 2013 and manages many of our strategic and business development functions.

Dominik holds a BA in Economics from the University of Augsburg (1997) and a Masters in Financial Engineering from the Goethe University in Frankfurt (2000).

At college she became aware of the intense loneliness Gen Z face. She launched a Gen Z social media in Miami & London, reducing the time to make plans to 62 seconds.

In this capacity she has participated in transactions from various roles, limited partner, principal and advisor with venture capital, private equity, mergers & acquisitions and long short hedge funds including: Projects of Energy Investments Corp (Panama), Sands China, Ltd. (Macau), Frontier Resource Group (then privately held, now listed on SEHK), Starr International Co. Inc. (Asia), Dragon Capital Group (Vietnam), Vision Investment Management (Hong Kong) in strategic developments and Equinox Group (Nigeria). She has served as a member and observer on various boards of portfolio interests, and has been seconded time to time to various organizations in special situations: She was Special Advisor to the Chairman of Equinox Group, a Nigerian based resource and real estate corporation on in bound investment projects; Special Advisor to the CEO of Sands China, Ltd., Special Advisor to the Deputy CEO of UC Rusal during their dual listing on the Securities Exchange of Hong Kong and NYSE-Euronext Paris Exchange, and Autorité des Marchés Financiers building out their compliance and institutional investor and retail programs; and Executive Advisor to the Chairman at Prudential Corporation Asia she advised on the proposed acquisition of $1.3Bn AIG Global Investments Asia Real Estate Fund portfolio.

Catherine holds a Bachelor of Arts from the University of California, Berkeley, in political science with minor in biochemistry, and Juris Doctor from Georgetown University Law Center with election to The Tax Lawyer as Associate Editor. Catherine is admitted to the New York State Supreme Court’s Appellate Division, First Department, and U.S. Federal District Court for the Southern District of New York and the State Bar of California.

Zusätzlich war er in dieser Zeit Dozent der genossenschaftlichen Bankenakademie sowie an der staatlichen Berufsakademie in Karlsruhe. Im Anschluss und nach Abschluss seiner Ausbildung als Certified EFFAS Financial Analyst war er als Head of Research & Asset Management und Investor Relations bei einer Wertpapierhandelsbank in Frankfurt tätig.

Im August 2001 übernahm er den Aufbau und die Leitung des Family Office einer Privatbank in Berlin. Von Oktober 2010 bis September 2016 leitete er als Geschäftsführer das Family Office der Sparkassenfinanzgruppe Nötzli, Mai & Partner AG in Zürich. Seit 1. Oktober 2016 ist Herr Zenner geschäftsführender Gesellschafter der Family Office 360grad AG in Stans/Nidwalden.

With a strong foundation in financial stewardship and a keen entrepreneurial spirit, Constance has made significant contributions to the fields of publishing, advisory services, and executive leadership.

Constance holds an Executive Master's degree in Financial Stewardship from the prestigious Harvard Kennedy School, where she honed her expertise in financial management and strategic decision-making. Her education has provided her with the necessary knowledge and skills to navigate the complex financial landscape and make informed investment recommendations.

As a writer and entrepreneur, Constance successfully established her own publishing company, Constance Holst, based in New York. Under her leadership, the company thrived for many years, publishing a wide range of literary works and fostering creative talents. Constance's experience in the publishing industry has honed her ability to spot emerging trends, identify lucrative opportunities, and build successful business ventures.

Constance's career has expanded beyond publishing, as she has actively engaged in various roles within the art, design, production, and financial technology sectors. Her extensive network and deep understanding of these industries have positioned her as a sought-after advisor and director. Through her advisory services, she has provided strategic guidance and invaluable insights to organizations seeking growth, innovation, and financial success.

One area in which Constance has demonstrated exceptional expertise is in applying the Peter Principle to investment strategies, particularly in the analysis of startups and growth in companies. Drawing upon her knowledge of hierarchical dynamics and talent management, she has developed a unique approach to evaluating investment opportunities. By identifying the alignment between skills, roles, and growth potential, Constance maximizes the chances of success while mitigating risks associated with hierarchical structures.

Constance has held executive board positions in esteemed organizations, leveraging her expertise to drive strategic initiatives, shape business direction, and foster collaboration among diverse stakeholders. Her contributions as a board member have been instrumental in achieving sustainable growth and enhancing organizational value.

Born and raised in Copenhagen, Constance carries a rich cultural heritage and an international perspective. Her passion for finance and investment was further nurtured by her family's strong banking legacy. Constance is proud to come from a family of bankers, including her husband, John A. Morgan, an accomplished investment banker, and her father-in-law, Henry Sturgis Morgan, the esteemed founder of Morgan Stanley. This family heritage instilled in

Constance a deep understanding of the financial industry and a commitment to upholding the highest standards of excellence and integrity.

Currently residing in Connecticut with her family, Constance seamlessly blends her Danish roots with her global experiences, providing a unique lens through which she approaches her professional endeavors.

I am honoured to be a part of the esteemed Family Office Conference in London. With my extensive background in financial stewardship it should be a great experience.

As a publicist, director, advisor, and executive board member, I am passionate about fostering innovation, driving growth, and maximizing and empowering individuals and organizations to navigate the complexities of the financial landscape with confidence and foresight using the simple Peter principles in a new way.

In 1999, he founded Tutors International, a world-class private tutoring company for UHNWIs that specialises in full-time residential private tuition. Tutors International is based in Oxford, England, but has a global client base.

A former schoolteacher, Adam has academic excellence at the heart of his company. This, combined with his entrepreneurial acumen, has earned Tutors International a reputation for skilfully merging superlative standards and educational innovation. From sourcing tutors for families living on superyachts, to founding micro-schools in the Puerto Rican mountains, Adam has the expertise to support the most unique requests to suit lifestyles and educational ambitions across a wide range of families.

Adam has extensive experience with students of all ages and backgrounds. He began teaching in 1987 while still an undergraduate at Glasgow University, before receiving his teaching qualification from the University of York in 1991. He has received specialist training in the non-medicinal management of dyslexia and Attention Deficit Disorder. Adam has also worked as a private tutor for prestigious families across Europe. His experience, insight and drive ensure that he is at the forefront of improving standards across the industry and a leading voice in education affairs globally.

To distinguish himself and his company, Adam is committed to delivering a level of personalised service that is unmatched by other private tutoring firms. A customised global search is conducted for every tutor according to the individual specifications of each Client.

Adam is highly sensitive to the educational and personal needs of children. Having worked for high-net-worth families himself, he is adept at building rapport with all stakeholders, garnering a thorough understanding of the unique aspects of UHNW living.

Adam Caller is well-known and accomplished figure in premium education worldwide.

With a background in audit from PwC, Victoria joined the corporate team at Tutors International in 2011. She had a pivotal role in the structural transformation of the company and continues to facilitate its evolution as a growing enterprise. Within the company, she is known for her calm and measured approach to problem solving, her diplomatic skills and her continuous pursuit of knowledge.

As COO of Tutors International, Victoria is involved with a range of projects, from the tiny details of daily operations right up to company structure, mergers, and acquisitions. She is a natural connector-of-people, and a capable generalist with the ability to fulfil many different functions and specialities within the company.

Victoria is passionate about education and is a self-proclaimed life-long-learner. She completed her TEFL and TESOL qualifications (teaching English to speakers of other languages) during her gap year, where she also sailed in the Tall Ships Races and discovered a love of sailing. She speaks reasonable Swedish and is currently brushing up her French and Spanish skills.

She read Politics with European Studies at the University of Exeter. Victoria went on to study an MA in War and Society and was elected Vice President of the Post Graduate Guild of Students. She has most recently completed an MA in Education from the University of Bath.

Victoria’s professional interests lie in the intersection between education and the future of work, with a particular focus on the role of educators in preparing children for remote working positions. She volunteers as a co-opted governor at her local primary school and serves as the honorary secretary for a local charity which combats homelessness.

Originating from an unexpected background as a Punk singer, Luke parlayed his knack for building vibrant online communities into a flourishing digital marketing career.

Forgoing traditional educational paths, he became one of the UK’s pioneering professional podcasters. His ability to engage online audiences paved the way for a successful career in digital marketing, honed through years of experience in agency roles.

Aiming to deepen his expertise, Luke earned a self-studied Master’s Degree in Digital Marketing awarded by The University of Salford. His unique journey led him to focus on alternative education, ultimately becoming a founding member of a marketing apprenticeships provider in the UK and a PR communications consultancy specialising in education.

Representing Tutors International, Luke has elevated the company’s marketing strategies and secured media coverage across hundreds of media outlets. His work has redefined how Tutors International connects with audiences, turning the spotlight on the company across a multitude of media channels.

My businesses are built on the power of strong connections with likeminded people. Founder Ellis Accelerator and Glass Cube Investments. Naturally curious lifelong learner with an investment focus in Bricks, Clicks and Crypto. Always open to new entrepreneurial ideas and investment opportunities.

He is secretary General and president of the board to Fondazione Alberica Filo della Torre, a foundation active in legal training and academic collaboration with Rome's prime universities, set up by Pietro Mattei in memory of his wife in 2012.

Franck spent 20 years in Ocala, Florida, and Lexington, Kentucky training young horses (yearlings) into becoming racehorses. Franck developed a conditioning method based on patience, observation, and empathy to teach the young thoroughbreds to race. The yearlings learn via a system whereby they shadow a team of accomplished older horses, known as “schoolmasters”, in a gentle and calm environment.

Renowned for his natural and progressive training method, Franck has sold thoroughbreds to the most prominent investors of the sport; Sheikh Mohammed Bin Rashid Al Maktoum, Stonestreet Farm/Barbara Banke, Team Valor International, and more.

Most recently, Franck has been selected to purchase 35 horses for Mukesh Ambani and is also acting as a special advisor for the Royal Family of Bahrain.

Franck is also a respected writer in his field and in 2020, was nominated for ‘Best Specialist Writer Derby Award’ (SkySport/HWPA) by an international panel of judges representing the industry. In 1996, he was a speaker at the 3rd International Workshop on Animal Locomotion (IWAL 3).

Notably, Franck has been a vocal and determined opponent of the use of therapeutic drugs on race day in America and has been instrumental in the formation of the ‘’Water Hay Oats Alliance’’ in 2012.

Holder of a Master's Degree in Exercise Physiology, Franck has also worked as a Research Associate in Animal Genetics for France's National Research Institute for Agriculture, (INRA), (years 1992-1994).

In the 1990s, he contributed to the innovation of an original gait analysis system based on body 3D acceleration measurement and software for automatic gait analysis and phenotyping horses' exercise ability, (Equimetrix {R}).

The managing director of the Berlin Institute for Sustainability Management has made a name for herself as a futurologist, keynote speaker, author and social impact founder. Her inspiring keynotes deal primarily with the topics of self-leadership and leadership, future mindset and green management.

She is a multiple founder of sustainable startups, including GetYourWings, the learning space for future designers, CoCarrier, a crowd-shipping provider, and HealthMedo, an international platform provider with a focus on mental health offerings. She has many years of international management experience in business development for consumer goods companies, including Samsonite and Fielmann. Anabel contributes her know-how to several committees and boards, including as Chairwoman of the Circular Economy Future Council, as a member of the Board of Directors of the British Chamber of Commerce, as President of the Club of Budapest Germany and as a member of the Board of the Plant for the Planet Foundation.

Anabel has received several awards for her entrepreneurial and voluntary commitment, including the CEO eLearning of the Year award, as an ambassador for women companies, the German Federal Ministry of Economics and Technology's women entrepreneurs initiative, the Google Impact Challenge for her online learning game Code and Safe the Planet and as an influencer as LinkedIn Top Voice Sustainability.

Anabel comes from an international family of entrepreneurs. In addition to business studies, she studied among others product design, education/psychology, trend management and art history.

The boutique rehab clinic NEOVIVA is the result of a long journey that began with his own recovery from addiction some 35+ years ago. When his best friend queried him about his drastic career change and asked whether he wants to change the world, Oliver’s simple answer was “YES”. Years of research into best practices in addiction treatment and extensive site visits to treatment centres around the globe led to the creation of NEOVIVA. “It is my sincere wish that anyone suffering from addiction can find help, and I truly believe that anyone has the ability and the potential to recover from addiction,” Oliver says.

ertified as a Postgraduate in Addiction Psychology & Counselling and with a Master’s Degree in Addiction Studies from King’s College London as well as an “Expert in Animal Assisted Therapy” by the University of Basel, his team would also attest that Oliver is “certified as a little dreamy and a bit impatient”. His zest for action is undeniable, and he wants to implement his visions today rather than tomorrow. When he is not involved in something NEOVIVA-related, he likely is trying to birdie the next hole, training his three donkeys to become therapy donkeys, or enjoying a stroll with his old dog.

MSc in Addiction Studies (King’s College London)
PGCert in Addiction Psychology & Counselling (LSBU)
PGCert in AAT (University of Basel)

As a daughter of teachers, Joanna was brought up in an educationally conscious environment. She started tutoring mathematics and flute to her peers, aged 16, and has been teaching or learning ever since. She is fully fluent in French, Spanish and English.

Having studied Marine Sciences at Southampton University, and having completed a Maitrise in Oceanography at the Universite de Bordeaux, Joanna embarked upon several years of travelling, volunteering and working as a marine scientist and diving instructor in Indonesia, the Seychelles and Fiji before she settled into a career as an educator on a full-time basis.

Joanna finished her PGCE in London, where she focused on secondary mathematics. In addition to being a maths specialist, Joanna is highly experienced across all the sciences, as well as several languages. This all-roundedness has seen her teach a wide variety of subjects and students, all around the globe, most notably onboard a superyacht in the South Pacific, as well as two years in Mustique.

Joanna particularly enjoys teaching through practical experiences and travelling with her students to bring learning to life. She believes a well-rounded education is so much more than just what happens in the classroom.

Her wealth of experience, working closely with UHNW families and depth of understanding of the bespoke nature of each tutoring role, is now being directed toward ensuring the all-important match between the client family and their tutor.

Philip represents private clients and family offices on the financial aspects of cross-border transactions in which they participate and leads a specialist team which structures and establishes single family offices in the Cayman Islands and assists with the deployment of private capital in acquisitions and other commercial transactions.

Philip has received the "Leading Individual" ranking in Banking, Finance & Capital Market in the Legal 500 Caribbean directory since 2018.

Scott has also worked in the Global Investment Funds Group at Walkers since 2018 and therefore brings institutional experience into the private capital context where he works, in particular, on setting up family investment companies, fund structures and investment vehicles whether stand-alone or within more developed single family office structures. He also works for multi-family offices and supports investment managers who cater to UHNW investors.

In his investment funds practice, Scott advises on a broad range of matters including private equity and hedge fund formation, downstream acquisitions and divestments, exits, end-of-life issues, mergers and acquisitions, joint ventures and corporate reorganisations. Scott advises a broad range of clients from start-up managers to some of the world's largest investment firms.

With a decade of experience in Montblanc, first as Managing Director for Writing Culture, Leather Goods and Jewellery in the Hamburg HQ, he recently served as General Manager of the Italian branch. At Montblanc, Christian Rauch spent a total of almost 6 years, most recently as Managing Director in the Writing Culture, Leather & Jewelry division, before being appointed CEO at Montblanc Italia.

He held this position for just under 4 years and then moved to the luxury garden furniture manufacturer UNOPIU' in Milano, Italy.

After just over 4 years as CEO of the company, Christian Rauch moved to the position of Managing Director at Degussa Sonne/Mond Goldhandel GmbH, based in Frankfurt am Main, Germany, in March 2023. In this position, Christian Rauch represents the globally active and leading precious metals trader externally, also as spokesman for the managing directors.