LGT Private Banking, Norges Klubben Sveits (NKS), and the Finnish-Swiss Chamber of Commerce (CCFS) are pleased to invite you to an exclusive event on Thursday, 18 September at 6.30 pm in Lucerne.
Together with LGT Experts we will explore key aspects of the Swiss legal and financial system as well as long-term investment thinking shaped by the Princely Family of Liechtenstein. Benjamin Vetterli, Senior Family Advisor UHNWI, will share practical guidance on navigating Switzerland’s legal and social security systems, with a focus on cross-border retirement planning, tax optimization, inheritance, and family governance. Stephanie Bilgin, Senior Advisor for Private Markets will provide insight into the Princely Family’s investment strategy, highlighting the key role of Private Markets and lessons from 25 years of long-term portfolio building.
Following the presentations, you will have the opportunity to engage in meaningful conversations and expand your network over drinks and an aperitif in a relaxed atmosphere.
Event information
- Date: Thursday, 18 September 2025
- Time:30 pm
- Location: Nordic Coworking Luzern GmbH, Schwanenplatz 4, 6004 Lucerne
- Language: English
- Dresscode: Business casual
We would be delighted to welcome you to this event. For organizational purposes, we kindly ask you to confirm your attendance by 12.09.2025.
We very much look forward to welcoming you to this engaging and insightful evening.
Speakers:
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Benjamin Vetterli, Senior Family Advisor UHNWI, LGT Private Banking
Navigating Wealth, Retirement and Estate Planning across Borders
Benjamin Vetterli joined LGT in Zurich as Senior Family Advisor UHNWI in 2020 and has been advising companies and entrepreneurs on tax and legal issues for 20 years. From 2015 to 2019, he headed Wealth Planning Tax Solutions globally at UBS in Zurich. Between 2010 and 2015, he was responsible for the management of the tax, finance and succession advisory services for clients domiciled in Switzerland. From 2005 to 2010, he held various positions at UBS Wealth Planning Switzerland, first as Wealth Planner with a focus on entrepreneurs and executives and subsequently as Team and Desk Head Zurich/Central Switzerland. Between 2001 and 2005, Benjamin Vetterli worked in the Corporate Tax department of PricewaterhouseCoopers as a Senior Consultant, advising various Swiss and foreign companies on tax and succession matters. Benjamin received his law degree (MLaw / Lic.iur.) from the University of Zurich in 1998 and successfully passed the bar exam after an internship at the District Court of Dielsdorf. Furthermore, while working at PwC in Corporate Tax, he completed his studies for the Swiss federal tax expert certification.
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Stephanie Bilgin, Senior Advisor for Private Markets, LGT Private Banking
Crafting a Resilient Investment Strategy: Insights from the Princely Family’s Journey into Private Markets
Stephanie Bilgin joined LGT as a Senior Advisor for Private Markets in 2023. In this role, she counsels high net worth individuals and their advisors, as well as institutional clients at LGT locations across Europe on this topic. Previously, she spent six years at the multi-family office Cape Capital AG, where she headed the Private Markets division from 2019 to 2023. Between 2014 and 2017, she gained investment experience with two different venture capital funds, one in Switzerland and one in the USA, as well as working in strategy consulting. Mrs. Bilgin holds a Master’s degree in Accounting & Finance from the University of St. Gallen (HSG) and a Master’s degree in International Management from the National University of Singapore (NUS). She has been a Chartered Financial Analyst (CFA) charterholder since 2022.
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About LGT Private Banking
LGT is a leading international private banking and asset management group that has been fully controlled by the Liechtenstein
Princely Family for over 90 years. Clients from all over the world entrust their assets to LGT – because they can invest with the same strategy as the Princely Family, because they want to take advantage of the expertise in sustainable investments, and because of the valuable additional services – such as asset structuring for families, real estate financing and philanthropy advice. As at 31 December 2024, LGT managed assets of CHF 367.5 billion (USD 405.6 billion) for wealthy private individuals and institutional clients. LGT employs over 6000 people who work out of more than 30 locations in Europe, Asia, the Americas, Australia and the Middle East.
Welcome.
Fotograf: Jakob Gideon