At Geneva Wealth Day, Ruta Savignac explores how international families are redefining their expectations of wealth advice, with greater emphasis on mobility, succession and the freedom to make choices.
For wealthy families, investment performance is increasingly a starting point. The broader question is how their wealth can support the lives they want to lead.
At Geneva Wealth Day, held on September 17, 2026, at Westhive in Geneva, Ruta Savignac, CFP, TEP, Founder & Wealth Planner at Millésime Private, described a shift towards advice that considers a family’s wealth as a whole, across jurisdictions and generations.
Families want advisers who understand where their assets are held, where their relatives live and how those circumstances may evolve. Mobility, tax residency, asset protection and succession planning therefore become closely connected.
For Savignac, wealth is a tool to serve a purpose. Preserving choices requires looking beyond portfolio returns to the structures and governance supporting a family’s long-term goals.
That also changes the adviser’s role. Alongside technical expertise, she highlights education, mentoring and the ability to help families pause and assess decisions in a rapidly changing environment.
In the interview below, Ruta discusses what this means in practice and the qualities she believes will define the next generation of wealth advisers.
