Prestel & Partner held a family office retreat in Bermuda on October 16–17, supported by the Bermuda Business Development Agency.
A spokesperson said, “Prestel & Partner held its Family Office Retreat at The Loren Residence in Bermuda on 16–17 October, bringing together family office principals, family members and invited experts for two days of discussions on family wealth, governance and wellbeing. The Bermuda Business Development Agency [BDA] supported the retreat as Platinum Sponsor.
“The gathering followed an ongoing relationship between the BDA and Tobias Prestel and his team. It brought that international engagement to Bermuda, giving guests time to meet local professionals and experience the island while exchanging perspectives with their peers.”
David Parker, Head of Business Development, BDA, said, “Long-term confidence in a place is built through experience as well as information. Our overseas work helps us understand people’s priorities and build relationships. When those relationships bring people to Bermuda, they can meet the people behind our expertise and get a feel for life here. The retreat gave us time to listen to the questions families are asking about their future, while allowing them to discover the island on their own terms.”
The spokesperson said, “The programme connected the practical responsibilities of managing family wealth with the personal considerations that accompany them. Interactive discussions explored estate and succession planning across borders, with Claire van Overdijk KC of Appleby, and the relationship between governance arrangements and family life, with Martin Bertels of Textor Capital.
“Andy Mielczarek, Executive Chair and CEO of Bermuda Commercial Bank, brought clarity to complex banking and trust arrangements, helping participants understand the challenges involved in managing personal affairs, assets and businesses internationally.
“Richard Emanuel MBE, co-founder of Brain Health Network, moderated a discussion on longevity, wellbeing and what it means to be fit and healthy. Oliver Neubert, founder and chairman of NEOVIVA, addressed wealth, addiction and mental health, including the importance of talking about difficult subjects.
“A separate BDA session explored common perceptions of Bermuda and some of its lesser known aspects, giving guests an opportunity to ask questions and deepen their understanding of the island.
“The private retreat was designed around participation and peer exchange. The programme paired moderated discussions with shared meals on The Loren lawn, allowing time for conversations to continue between sessions.”
Tobias Prestel, Partner and Managing Director, Prestel & Partner, added, “Many from our network came to Bermuda for the first time. We were all enchanted by the island’s beauty, the possibilities for private wealth, the BDA’s hospitality and the support of our partners. The decision to do this again in 2027 was easy and unanimous. We will be back.”
The spokesperson said, “The next Prestel & Partner Family Office Retreat in Bermuda is scheduled for 22–23 October 2027.”