event-agenda

Agenda

24 March, 2026 09:00

Registration

24 March, 2026 09:30

Welcome & Opening Remarks

Alex Gray
International Moderator

24 March, 2026 09:40

The 100-Year Society – Building Health Governance for Global Families

Kevin Bürchler
SIP Medical Family Office

24 March, 2026 09:50

How the Healthcare System is a Threat to Your Longevity – Avoiding Gaps and Traps of the System

Kevin Bürchler
SIP Medical Family Office

Mark Jackson
Vitaspan

Dr. Roxana Mittler-Matica
FormMed HealthCare GmbH

Most people will face complex medical decisions at some point in their lives. Drawing on real patient cases, this session highlights why navigating the healthcare system is critical once you become a patient. It offers practical guidance on preparation, advocacy, second opinions, and informed decision-making to reduce avoidable harm and improve care outcomes.

24 March, 2026 10:10

The Concept of Family Longevity: How Governance Safeguards Generational Continuity

Xavier de Sarrau
Gordon S. Blair Law Offices

Family longevity relies on the ability of a family to preserve its cohesion, values and assets over generations through appropriate governance, asset protection mechanisms and clear coordination between management authority and ownership. A proper organization ensures continuity and prevents the situations that may endanger the stability of the family project.

24 March, 2026 10:35

Refreshment: Networking Break at Exhibition Space

24 March, 2026 10:55

The Challenges of Succession Planning - Pitfalls to Avoid and Dealing With Conflicts of Law

Corinne Ricciardella
Gordon S. Blair Law Offices

Succession planning requires anticipating family disputes, dysfunctional governance and the confusion between management power and shareholding, while organizing a fair allocation of assets between generations. Particular attention must be paid to conflicts of law between civil law, common law and other legal systems, which can contradict the intentions of the family head and compromise the effectiveness of wills, trusts or foundations.

24 March, 2026 11:10

Generational Wealth Transfer When Living to 100 – Avoiding Pitfalls and Aligning Health and Wealth Management

Maria Eugenia Mosquera
Julius Baer

E. Marco Liardo
Charles Monat Associates

Living longer without aligning health strategy and financial planning creates material longevity risk. This session examines how longer lives directly impact generational wealth sustainability. Speakers discuss integrated models that ensure families do not outlive their capital while extending both healthspan and financial security.

24 March, 2026 11:30

Brain Health – Striving Performance and Preventing Cognitive Decline

Dr. Sabine Donnai
Viavi

Cognitive health underpins performance, independence, and decision-making across extended lifespans. This session explores early detection, prevention strategies, and emerging interventions for neurodegenerative disease—highlighting why brain health is becoming one of the most critical areas of medicine, wealth planning, and family governance.

24 March, 2026 11:50

Professional Athlete Health Management - Performance Longevity

Nathan Ikon Crumpton
Olympian

Dr. Lisa Corsa
PTVIP Medical Concierge Crisis Program

Elite athletes require health management strategies that widely differ from the public. This session examines longevity for athletes, medical insurance challenges, and the financial safeguards for career-ending events. Speakers explore how structured healthcare access, risk transfer, and long-term financial planning can preserve both physical capital and post-career wealth.

24 March, 2026 12:10

Lunch – Networking at Exhibition Space

24 March, 2026 13:10

A Celebration of Family Wealth-Holder Legacy and Collaboration for Positive Social Impact

Alex Charlton
Carlyle Global Partners

Dr. Wolfgang Daum
Carlyle Global Advisors and Carlyle One Health

Doug Given
Health2047 Capital

Ian Sosso
Monte Carlo Capital

Establishing and leaving a family legacy while contributing towards positive social impacts is a priority for many global families. The panel will share insights and concrete examples from healthcare how the family wealth-holder community collaborates to advance knowledge and innovation in areas of regional and global importance through selective philanthropy and impact investing. 

24 March, 2026 13:40

Leveraging International Health Insurance – When and How Financial Protection makes Sense and When Not

Chantal Leprêtre
SIP Medical Family Office

Adam Lovett
Bupa Global

Joe Coker
IMG

This session clarifies when insurance meaningfully mitigates health and financial risk—and when it creates false security or inefficiency. Experts discuss optimal structuring, exclusions, self-insurance thresholds, and how insurance should integrate with broader health and wealth strategies.

24 March, 2026 14:10

The Longevity Megatrend: Investing in Longer, Healthier Lives

Dr. Damien Ng
Julius Baer

Longevity is reshaping demographics, healthcare systems, and capital markets. This session explores the longevity megatrend through an investor lens, examining opportunities across biotechnology, diagnostics, digital health, and care delivery. Reviewing growth drivers, regulatory risks, and valuation discipline—helping families and institutions allocate capital responsibly in longer, healthier lifespans.

24 March, 2026 14:30

No-Nonsense Approach to Health and Longevity

Dr. David Barzilai
Barzilai Longevity Consulting

Dr. Todd McAllister
Skai Health

Dr. Luigi Tuccillo
IRCCS Ospedale San Raffaele

Beyond hype and biohacking headlines, this session focuses on what actually works. Drawing on clinical evidence and real-world practice, speakers outline pragmatic longevity strategies—covering diagnostics, prevention, lifestyle interventions, and care coordination—that deliver measurable health outcomes for demanding, globally mobile families.

24 March, 2026 15:00

Refreshment: Networking Break at Exhibition Space

24 March, 2026 15:30

Creating Family Longevity Through Legacy Assets – The Route to Avoid External Claims and Internal Conflicts

Edouard Mousny
Gordon S. Blair Law Offices

Amelie Sarrado
Christie's

The acquisition of exceptional assets — such as prestigious real estate, art collections — can become a powerful vector of family identity when these holdings are structured as long-term legacy assets rather than simple investments. By organizing their ownership through dedicated vehicles, families can align lifestyle choices with intergenerational transmission and protect these assets from external claims, tax pressure and internal conflicts.

24 March, 2026 15:50

Ethics and Logistics of Assisted Dying

Philip Nitschke
Exit International

While assisted dying becomes a topic of interest in more jurisdictions, families still face complex ethical, legal, and logistical questions. This session addresses cross-border considerations, consent frameworks, medical oversight, and family dynamics—providing a sober, practical discussion on one of the most sensitive issues in modern longevity planning.

24 March, 2026 16:10

From Champagne to Chaos: The Truth about Wealth and Addiction

Oliver Neubert
NEOVIVA

Extreme wealth can amplify both opportunity and vulnerability. This session explores the hidden link between affluence, pressure, and addiction - revealing why high-net-worth environments can foster dependency, how it impacts families and legacy, and what prevention and recovery truly require.

24 March, 2026 16:30

Stradivari Violin Concert – A 300-Year-Old Legacy Asset

Francesca Dego
Internationally Acclaimed Soloist

Alex Charlton
Carlyle Global Partners

The Italian-American violinist is one of the leading artists of her generation. Her engagements take her to orchestras such as the Baltimore Symphony Orchestra, the Seattle Symphony, the Dortmunder Philharmoniker, and many others. At the SIP Health & Wealth Summit Monaco, she is honoring the guests by playing on a violin built in 1697. 

24 March, 2026 16:50

Closing Remarks – End of Conference

Alex Gray
International Moderator

24 March, 2026 17:00

Champagne and Drinks Reception Graciously Hosted by the Monaco Government Tourist Office