Principals & Family Principals
Owners of significant private wealth who make their own decisions and prefer to make them among peers.
By Application Only
The Lugano Circle
A standing circle of visionaries across the seven pillars — principals, allocators, operators and founders who convene year-round rather than once a year. Deliberately small, deliberately quiet.
What the Circle Is
A membership, not
A membership, not
a guest list
The summit lasts three days. The relationships it begins deserve longer. The Lugano Circle keeps the room open all year — a small standing membership that meets in private, speaks candidly and shares what it is seeing across the seven pillars of modern wealth.
There is no stage, no press and no audience. Only members, and the people they choose to bring.
- Year-round private convenings in Lugano, Zurich and Milan
- A members' directory with warm, curated introductions
- Closed-door briefings under Chatham House Rule
- Priority seating and the closing lunch at the annual summit
- A private dashboard with the calendar, briefings, photography and film from each edition
Who Belongs
Seven pillars,
Seven pillars,
seven kinds of member
The Circle is composed rather than recruited. Each pillar carries a handful of seats, so that no single discipline dominates the conversation and every member has a reason to speak.
Family Office Executives
Chief investment officers and directors of single and multi-family offices allocating across every pillar.
Private Bankers & Wealth Advisers
Senior advisers from Swiss and international houses who structure, preserve and pass on family capital.
Private Markets Allocators
Partners in private equity, venture and private credit who shape how institutional capital reads the cycle.
Longevity & Medical Pioneers
Clinicians, scientists and founders advancing precision medicine, healthspan science and elite preventive care.
Digital Asset & AI Builders
Founders and operators building the tokenization, custody and artificial-intelligence infrastructure the next portfolio will rest on.
Custodians of Luxury Houses
Stewards of watchmaking, automotive, hospitality and collectible houses where objects hold value across generations.
A place at the table
Membership is reviewed monthly, in confidence, by a committee of existing members.
Apply to the Circle →
Membership
Three degrees of proximity
Every member enters through the same application. What differs is how close to the centre of the Circle you choose to sit.
By application · annual
- Access to the members' directory
- Two convenings a year
- The private member dashboard
- The annual members' letter and outlook
By application · annual
- All Associate benefits
- The closing lunch at the annual summit
- Curated introductions across the membership
- Closed-door briefings under Chatham House Rule
- The members’ photography and film archive
By invitation · 25 seats
- All Member benefits
- A seat on the programme committee
- Hosting rights at a convening
- Permanent recognition across all editions
The Founding Circle is capped at twenty-five seats and is filled by invitation only. Associate and Member places are reviewed by the membership committee.
The Rhythm of the Year
Four seasons,
Four seasons,
four gatherings
The Circle keeps a quiet calendar. Enough to stay close; never enough to become an obligation.
- Spring · The Summit Members convene in Lugano for the three days of the Private Wealth Summit, with priority seating and the invitation-only closing lunch.
- Summer · A Private Lakeside Convening A single evening on Lake Lugano, no programme and no speakers — members, partners and a long table.
- Autumn · Closed-Door Sector Briefings Two or three small sessions in Zurich and Milan, held under Chatham House Rule, led by members on their own pillar.
- Winter · The Members' Letter and Outlook A written year in review and the year ahead, circulated privately and drawn entirely from what members are seeing.
Application
Apply to the Circle
Tell us who you are, where you sit among the seven pillars and what you would bring to the room. Applications are read in full and answered in confidence.
Members' Entrance
Already a member
Sign in to reach your dashboard — the year's convenings, the directory, the briefings and your seat at the summit.
Sign in to the CircleNot yet a member? Apply above. Accounts are opened by the organisers.