Montreal Family Office & High Net Worth Conference

In this high-energy keynote, Jake breaks down the art of storytelling; how to actually make people care, stay relevant in a noisy world, and build a brand they remember… So when it’s time to buy, they choose you.

Axelys catalyses the transition from academic breakthrough to world-changing companies. We invest where others won’t and have the expertise across each stage of the early-stage valorization chain, ensuring inventions never stay trapped in the lab. Our venture philanthropy fund empowers innovators with the resources to transform and scale their vision into impactful companies. From day one, we instill the capital and strategic rigour necessary to build companies that last.

This session explores the evolving Canadian private credit landscape, examining current market dynamics and the opportunity set available to private lenders. We will discuss how MIC structures and direct whole loan investments can offer diversification, professional management, and tailored exposure within a portfolio. The conversation will focus on risk considerations and how private residential mortgage strategies can be thoughtfully integrated into a long-term family office allocation framework.

Marco will present the evolution of the Cargo platform, from a high-performing development fund to the launch of the Cargo Real Estate Fund, a long-term private real estate vehicle focused on stabilized multiresidential assets. The discussion will highlight disciplined capital deployment, risk-adjusted returns, governance structure, and the alignment of interests between operators and investors. The session will also explore how integrated development and ownership can generate durable income and long-term value.

This session examines how family offices approach real estate allocation, focusing on strategies to generate risk-adjusted returns across asset classes and throughout the capital stack.

A look inside the room where accomplished entrepreneurs and investors speak openly about the decisions shaping their lives. In a TIGER 21 meeting, conversations extend beyond portfolios to include family, health, legacy, and the responsibilities that come with significant capital. Panelists will share what it’s like to engage in candid, confidential discussions where trust allows for real questions, honest reflection, and better long-term decisions.

Navigating today’s complex legal and tax landscape is critical for preserving and transferring wealth across generations. This session will explore key considerations around estate planning, tax structuring, asset protection, and succession strategies for high-net-worth families and family offices.

The Family Office Circle, chaired by Ms. Lisa Silverstein CEO of World Trade Center, convenes a select group of ultra-high-net-worth families representing multi-generational private wealth and diverse sources of capital formation. This session will bring together several Circle members to share perspectives shaped by their unique journeys and evolving investment outlooks, highlighting how experienced principals navigate complexity and interpret the broader forces shaping global opportunities today.

This keynote brings one of the world’s leading voices in AI to the stage to discuss where the technology is truly headed and what it will take to keep it safe, aligned, and beneficial at scale. Drawing on decades of pioneering work, Yoshua Bengio will share a candid perspective on the real risks, responsibilities, and decisions shaping the future of artificial intelligence.

The founder of the Family Office Circle will articulate the vision and underlying ethos of the community, emphasizing its role as a curated platform for peer-led engagement among global family offices. He will explore the importance of trusted networks, long-term orientation, and disciplined stewardship in an increasingly complex and interconnected landscape.

This lecture will cover “credit invisibles” or “hidden prime” borrowers. These borrowers suffer under-banking or outright financial exclusion. The $multi-billion, established credit scoring industry does not have incentives to address inclusivity, and Trust Science® is now disrupting this industry. This creates very real, very human opportunities for marginalized people to join the modern economy.

AI is already embedded across business, investment, and decision-making processes. This conversation explores how leaders and family enterprises can adopt AI at speed while maintaining trust, discipline, and long-term value. The focus is on practical integration, responsible decision-making, and navigating rapid change with clarity and confidence.

For family offices investing with a multi-generational mindset, the durability of an investment manager is as important as its performance. This discussion explores succession through the lens of the allocator: why it is so difficult for investment firms to transition successfully, how independence shapes long-term culture and decision-making, and what signals truly indicate continuity versus disruption. We will examine how ownership transitions affect investment philosophy, leadership, and client alignment, and what family offices should look for to ensure their partners are built to endure across generations.

Benjamin Bronfman provides unique perspective on the evolving state of carbon removal markets with a preview of new and ground-breaking work in the field.

A forward-looking discussion on Climate AI, carbon removal, and the emerging opportunities within the broader climate tech landscape. The panel will explore how data, automation, and new technologies are enabling scalable solutions, while highlighting overlooked segments attracting long-term capital. Speakers will also address investment frameworks, risk considerations, and where family offices are beginning to engage.

This session will examine the broader implications of accelerating AI adoption, with a focus on safeguarding societal outcomes and strengthening institutional resilience. The discussion will highlight how proactive frameworks can drive meaningful impact, ensuring innovation translates into long-term, equitable value.