First presentation of the 360° Investment Readiness Protocol · Athens, 17–18 September 2026
Aggelakakis & Associates · Global Group takes part in the European Private Wealth Excellence Forum 2026 and, on that occasion, presents for the first time its new 360° Investment Readiness Protocol.
The forum and its audience
On 17 and 18 September 2026, Aggelakakis & Associates · Global Group 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 accompany them in their decisions.
This is the audience for which the 360° Investment Readiness Protocol was designed — and, for many of the firm’s clients, the audience their own projects will in due course need to satisfy. Hearing at first hand what these investors ask before they commit capital, and reflecting it in the firm’s work for clients, is a principal reason for its participation.
The firm’s participation
On the afternoon of 17 September, in the plenary session, the firm presents for the first time the 360° Investment Readiness Protocol, under the title “Peace of Mind Before Capital: Investment Readiness for Cross-Border Family Allocations — The Greek Case”.
The same evening the firm hosts the forum’s wine tasting and attends the gala dinner. Over the two days, time has been reserved for one-to-one meetings with family offices and investors examining Greece.
| Audience | Family offices · private banks · wealth managers · funds · institutional investors |
| 17 Sep · afternoon | Plenary session — first presentation of the 360° Protocol · Peace of Mind Before Capital: The Greek Case |
| 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 principally for development-law applications, business plans, corporate structuring and financing. The 360° Investment Readiness Protocol precedes all of these. It is a structured assessment of whether a specific investment is suitable for a specific investor — conducted across ten pillars, before the first binding commitment of capital — and it concludes in a documented finding rather than an opinion.
For any question regarding the Protocol or the firm’s participation in the forum, please contact readiness@aggelakakis.gr.
