Ugrás a tartalomhoz
 

Family Wealth Strategy Conference

Family Wealth Strategy Conference

Structuring, Preserving and Growing Family Wealth – What Is Changing and How Should You Prepare?

The long-term fate of a significant family fortune is the result of several interrelated decisions. How should one structure ownership, maintain family control, prepare for generational succession, adapt to the changing tax environment, and, at the same time, invest financial assets wisely for the long term?

At this private conference, we will examine from four perspectives what changes may lie ahead and what wealthy Hungarian families should start preparing for now. We will present the expected trends in domestic tax policy and expectations surrounding the wealth tax, insights from international personal and wealth tax models, legal structures designed to preserve and manage family wealth, as well as long-term investment opportunities for financial assets beyond corporate and real estate holdings.

Following the four short professional presentations, the speakers will jointly answer participants’ questions during a longer, interactive Q&A session.

 

Topics

Domestic Tax Policy Trends and Expectations Regarding the Wealth Tax — What Might Change in the Coming Period, and What Issues Should We Be Paying Attention to Now?
International Personal and Wealth Tax Models — What solutions are in place in other countries, and what experiences might be relevant for wealthy Hungarian families?
Structuring and Managing Family Wealth—Ownership Structures, Family Control, Generational Transition, and Legal Solutions for Preserving Wealth Over the Long Term.
Long-Term Investment of Financial Assets - What options are available for preserving and growing financial assets beyond corporate and real estate assets?

In Focus

Co-organizer

Portfolio Investment Sevices - PIS
Become our sponsor
At the forefront of the market: greater reach, stronger branding, a wider network of contacts and new business opportunities. As a sponsor, you will receive enhanced visibility before decision-makers in the domestic economy and business life, and an exclusive opportunity to build direct relationships. Our sponsorship packages are optimized for B2B or even B2C marketing goals – brand building, lead generation, relevant audience. Contact us and let's build your next successful appearance together!
Call me back

Who we recommend it to

entrepreneurs with substantial family wealth
owners of companies and family businesses, as well as their families
those who wish to carefully consider the structure, management, transfer, and growth of their assets over the long term
who are facing a generational transition, a change in ownership, a partial or complete sale of the company, the founder’s retirement, or the long-term allocation of significant financial assets

Information

Location and Schedule

Date: 10th September 2026
Location: Marriott Hotel, Budapest
Save to calendar
    Share

      What Our Participants Say

      Professional recognition, community, experience – read what our participants said about us!

      Frequently Asked Questions

      Participation Conditions, Registration Process and Deadline, and Actions in Case of Full Capacity

      We warmly welcome all interested individuals over the age of 16 who are interested in the event's professional program, would like to participate, and are open to meeting new partners and high-quality networking opportunities.

      You can register for our events on the portfolio.hu/rendezvenyek page on the respective event's subpage by clicking the "registration" button. Due to GDPR compliance, we can only admit participants who have registered online in advance or on-site, and (in case of paid events) have a paid ticket to the event area. Online registration is possible until midnight the day before the event; after that, we welcome interested parties on-site, where our colleagues will gladly assist at the registration desk with ticket purchases or, in the case of free events, ticket collection.

      In case of full capacity, registration on the website closes, and you can only join a waiting list. In this case, on-site ticket purchases are also suspended. Our colleagues will notify registered applicants on the list about possible participation opportunities depending on available spots.

      What payment methods are available? Can I pay on-site?

      The participation fee and other costs (room booking, extras, etc.) can be paid by bank transfer or credit card payment during the registration process. It is important to know that in the two days before the event, only credit card payment is available on our website. In the case of paid events, we cannot guarantee participation without payment of the participation fee.

      On the day of the event, bank card payment is also available at the registration desk with the assistance of our colleagues.

      What should I do if I didn't receive the QR code for entry?

      Our system automatically sends the QR code after the payment has been received and accounted for. In case of free participation, the QR code for entry is sent immediately after registration. Please check the spam, social, and other subfolders in your email system as well. The email will arrive with the subject "Entry ticket for (event name)..." from the noreply@portfolio.hu email address.

      If the QR code still hasn't arrived, please check the payment, as the entry QR code is only sent after the participation fee has been paid. After verifying and confirming the payment, please contact our colleagues at rendezveny@portfolio.hu email address. We cannot provide information by phone; in such cases, we can only help in writing.

      For free events, if you still cannot find the QR code after checking all folders, please contact our colleagues by email.

      In case of interrupted card payment, please contact our colleagues at the above-mentioned email address. Upon request, they can issue an invoice or help restart the process.

      What ticket types and discounts are available? How can I use my discount or sponsor code?

      Various discounts are available at our events; you can learn about these on the current event page by clicking here. Please enter the discount, VIP, or sponsorship contract codes in the unique codes field per participant during the process for validation.

      What does the ticket include, and does the participation fee cover accommodation?

      Please check the Prices menu for the exact content of the ticket. The ticket price does not include accommodation costs. If the booking option is available at the event, you can select and book accommodation during the registration process.

      In what language are the presentations and discussions held?

      The official language of our events is Hungarian. For foreign language presentations and international guests, we provide live or AI simultaneous interpretation in Hungarian and English. Please check the availability of this on the information tab, and our colleagues are happy to help at rendezveny@portfolio.hu email address if you have questions.

      Will the presentations or professional content be available online?

      The presentation materials, to which our speakers have given their consent, will be sent in the thank-you letter after the event. Video and audio recordings will not be shared from the event. Articles and analyses about the event from our experts can be read on Portfolio.hu, Agrárszektor.hu, and Pénzcentrum.hu.

      Name change, cancellation

      Online registration is considered an order. Participation in the event requires prior payment of the participation fee. After finalizing and submitting the registration, we do not accept cancellations, we do not refund the ticket. The participation fee must be paid even in case of absence from the event.

      After full payment of the participation fee, however, participation can be transferred. In case of a name change, please write to rendezveny@portfolio.hu email address, our colleagues will send a code with which the incoming participant must also be registered on our site, according to our data management policy. On the day of the event, on-site, colleagues can also help if a name change is necessary due to a sudden event.

      Further information can be found under the Prices tab.

      Supporter and sponsor opportunities

      If you would like to enquire about speaking or sponsorship opportunities, please contact our colleagues here.

      Contact

      Organization, General Questions
      Zsanett Zsoldos
      Zsanett Zsoldos
      Phone: +36-20-522-7398
      E-mail:
      Program
      Áron Vidovszky
      Áron Vidovszky
      E-mail:
      Join us
      Follow, like, subscribe, listen to us, and write to us on the following channels:
      Newsletter
      Subscribe to our exclusive event newsletter: news, events, and offers firsthand.
      Become our sponsor
      Greater reach, stronger brand building, wider network, and new business opportunities.