First presentation of the 360° Investment Readiness Protocol™ · Athens, 17–18 September 2026
Aggelakakis & Associates takes part in the European Private Wealth Excellence Forum 2026 in Athens, where it presents its new 360° Investment Readiness Protocol™ for the first time.
European Private Wealth Excellence Forum 2026 and its audience
On 17 and 18 September 2026, Aggelakakis & Associates takes part in the European Private Wealth Excellence Forum, organised by Smart Bridges at the Plaza Resort, Anavyssos (Athens). The forum brings together the principals and institutions that hold and allocate private capital across Europe: family offices and the families behind them, private banks and wealth managers, fund managers and institutional investors, together with the advisers who support their decisions.
The 360° IR Protocol was designed for this audience. For many of the firm’s clients, it is also the audience their own projects will eventually need to satisfy. A principal reason for the firm’s participation is to hear at first hand what these investors ask before they commit capital, and to reflect that in its work for clients.
The firm’s participation
On the afternoon of 17 September, in the plenary session, the firm presents the 360° IR Protocol for the first time, under the title “Peace of Mind Before Capital: Investment Readiness for Cross-Border Family Allocations — The Greek Case”.
That evening, the firm hosts the forum’s wine tasting and attends the gala dinner. Over both days, it has reserved time for one-to-one meetings with family offices and investors considering Greece.
| Audience | Family offices · private banks · wealth managers · funds · institutional investors |
| 17 Sep · afternoon | Plenary session — first presentation of the 360° IR Protocol |
| 17 Sep · evening | Wine tasting hosted by the firm · gala dinner |
| 17–18 Sep | One-to-one meetings with family offices and investors |
Plaza Resort, Anavyssos (Athens) · organised by Smart Bridges
The 360° Investment Readiness Protocol™
Clients know the firm mainly for development-law applications, business plans, corporate structuring and financing. The 360° IR Protocol comes before all of these. It is a structured assessment, across ten pillars, of whether a specific investment suits a specific investor. It is carried out before the first binding commitment of capital and ends in a documented finding, not an opinion.
Frequently asked questions
When and where does the European Private Wealth Excellence Forum 2026 take place?
On 17 and 18 September 2026, at the Plaza Resort, Anavyssos (Athens). Smart Bridges organises the forum.
Who attends the forum?
Family offices and the families behind them, private banks and wealth managers, fund managers and institutional investors, together with their advisers.
What does Aggelakakis & Associates present at the European Private Wealth Excellence Forum 2026?
On the afternoon of 17 September, in the plenary session, the firm presents the 360° IR Protocol for the first time.
What is the 360° IR Protocol?
A structured assessment, across ten pillars, of whether a specific investment suits a specific investor. It is carried out before the first binding commitment of capital and ends in a documented finding, not an opinion. It comes before the firm’s work on development-law applications, business plans, corporate structuring and financing.
Can investors meet the firm during the forum?
Yes. Over both days, the firm has reserved time for one-to-one meetings with family offices and investors considering Greece.
For questions about the 360° IR Protocol or the firm’s participation in the European Private Wealth Excellence Forum 2026, contact readiness@aggelakakis.gr.
