Citywire Private Wealth & Family Office Southern Europe

This is Citywire's two-day retreat for the private wealth and family office community in Southern Europe. It moves country from year to year: recent editions have run in Barcelona and in Rome, at the Anantara Palazzo Naiadi. Citywire runs it as a closed-door event, and the format mixes masterclasses, fund manager workshops and structured one-to-one meetings.

Who attends

The delegate audience is investment decision-makers at single and multi-family offices, together with private wealth professionals from across Southern Europe. It is the most family-office-specific event on Citywire's European calendar, which is why the name says so.

Even so, the badge on this listing is deliberate. This is an allocator retreat built around meeting fund managers, not a peer forum for principals. Asset managers take part as workshop partners, and recent editions have carried firms such as FERI, Mercer, Capital Group and Premia Partners in that role. Families come for the investment content and the managers, not for a closed conversation among themselves.

How access works

Citywire manages the delegate list and confirms terms at registration rather than publishing a fee on the event page. Across its calendar the commercial burden sits with the fund groups rather than the delegates, but Citywire does not state the delegate position openly for this retreat, so ask before you assume it is free.

What attendees get

The two days run parallel masterclasses alongside the workshops, so delegates choose their own path rather than sitting through a single track. Recent agendas have covered portfolio strategy across asset classes, real estate, investing around longevity, putting artificial intelligence to work inside an investment process, and succession planning in family businesses. That last pair is worth noting: most allocator events stop at the portfolio, and this one goes further into what family offices actually spend their time on.

The one-to-one sessions are the other distinguishing feature. Citywire schedules a fast round of short private meetings between delegates and portfolio managers, which lets an office cover a lot of ground in a morning and decide afterwards which conversations are worth continuing.

For a family office in Italy, Spain, Portugal or Greece, the case is that almost every other event of this quality happens in London, Zurich or Singapore. This one comes to the region, keeps the room small, and puts the content in front of people who share the same tax, currency and family business context.