Programme

Co-Chairs Introduction

Michael Fischer, Partner, Fischer Ramp Buchmann, Switzerland  
Michelle Neville-Clarke, Partner, Lennox Paton, The Bahamas
Andrew Penney, Head of Wealth Planning, Sequent Group, UK

Venue: The Parliament Chamber, The Inner Temple

The great wealth transfer from boomers to millennials

What structuring opportunities are left? This panel will provide a global perspective. 

If families can organise so the patriarch/wealth owner is in one jurisdiction and the children etc. in another there are still great opportunities. Examples include:

•  Inbound trusts for families in US, Canada, Australia and to a lesser extent UK, Switzerland, Italy, Greece.

•  Where the settlors might be located (e.g. tax haven locations like Monaco, Caymans or Bahamas), Israeli foreign residents trusts, UAE settlors, Malta, Cyprus, possibly Italy/Greece, Hong Kong/Singapore and even in some situations China.

Moderator
Andrew Penney, Head of Wealth Planning, Sequent Group, UK

Speakers
Nuno Barnabe, Partner, Abreu & Associados, Portugal
Inbal Faibish Wassmer, Partner, Goldfarb Gross, Seligman & Co., Israel
Charlie Maydon Grace, Partner, Macfarlanes, UK
Matthew Sperry, Partner, Katten Muchin Rosenman, UK/USA

Networking break in The Luncheon Room

Have conventional approaches to wealth management changed?

To what extent have conventional approaches to wealth management changed in the last five years? This panel will discuss some of those changes as follows:

•  What changes are we seeing in succession structures? To what extent is crypto now an acceptable asset in succession structures and how can you safely hold it?
 

•  What governance models are available to family offices in asset management apart from discretionary mandates? What are the pros and cons of family investment advisory committees comprising family members and professionals?
 

•  How do you handle the younger generation now that ESG is out of the window and its “drill-baby-drill”? 

Moderator
Michelle Neville-Clarke, Partner, Lennox Paton, The Bahamas

Speakers

Elizabeth Bruwer, Director / Senior Wealth Planner, Sequent, UK
Johannes Gasser, Senior Partner, Gasser Partner, Liechtenstein
Dirk Kolvenbach, Senior Partner, HEUKING, Germany
Samy Lazarov, Partner, Chevez, Ruiz, Zamarripa, Mexico

Networking break in The Luncheon Room

Fault lines in family disputes

Learning from family disputes we have experiences and doing things in future to prevent them.

Moderator
Michael Fischer, Partner, Fischer Ramp Buchmann, Switzerland

Speakers
Nawal Abdelhadi, Senior Counsel, Al Tamimi & Co., UAE
Georgina James, Partner, Farrer & Co, UK 
Humberto Sanches, Partner, Humberto Sanches and Associates, Brazil
Dirk-Jan Maasland, Partner, Loyens & Loeff, Netherlands

1st Roundtable Session
Venue: The Parliament Chamber


Digital assets and estate planning

•  Treatment of cryptocurrencies and tokenised assets.

•  Legal uncertainties around access to digital wallets after death or incapacity.

•  The need for revised wills and trusts to handle digital asset classes.

Co-Moderators
Monique Bhullar, Partner, Walkers, Cayman Islands
Laura Kearns, Counsel, Carey Olsen, Bermuda

Keeping it in the family?

Tools to deter, mitigate and contain trust and estate disputes
 
Ways in which the impact of family disputes can be pre-empted and, where possible, mitigated. Why disputes arise; the importance of communication; arbitration, mediation and non-compete clauses; and cross-border issues.
 
•  Why do family disputes arise? The importance of not just good structuring but good communication.

•  Dispute resolution techniques beyond the courts: arbitration and mediation – the developing landscape.

•  A possible “carrot”: family governance models.

•  A possible “stick”: non-contest clauses.

•  Cross-border issues outline for this session is currently being prepared.

Co-Moderators
Ingrid Iselin, Partner, Kellerhals Carrard, Switzerland
Ed Powles, Partner, Maurice Turnor Gardner LLP, UK

International recognition of Powers of Attorney

The outline for this session is currently being prepared.

•  Subtopics…

Co-Moderators
Anne Corrigan, Senior Associate, Arthur Cox, Ireland
Eddie Look, Partner, Tanner De Witt, Hong Kong

Transfer of tax residence and exit taxation for HNWIs and companies

This roundtable will explore the complexities surrounding the transfer of tax residence and exit taxation for high-net-worth individuals (HNWIs) and companies in Europe. Key challenges and jurisdictional differences will be identified, setting the stage for a deeper discussion focused on individual tax residence and succession regimes such as:
 
•  Examining tax residence issues for both individuals and corporations within Europe.
 
•  Sharing insights on problematic jurisdictions and high tax burdens when relocating.
 
•  Prioritizing individual tax residence changes, including:
   -  Exit taxation rules,
   -  Succession regimes,
   -  Cross-border estate planning concerns.
 
•  Focusing on corporate tax residence transfers.
 
•  Understanding varying succession laws, particularly:
   -  The impact on new residents from the UK and other countries,
   -  Conflicts around forced heirship rights.

Co-Moderators
Giovanni Cristofaro, Partner, Chiomenti, Italy
Carlos Ferrer, Partner, Cuatrecasas, Spain
Slawomir Luczak, Partner, SKS, Poland

How is AI used in your legal department?

The outline for this session is currently being prepared.

•  Subtopics…

Co-Moderators
Sandra Kalthoff, Partner, HEUKING, Germany
Anna Paraskeva, Partner, Zepos & Yannopoulos, Greece

Closing Dinner
Venue: The Parliament Chamber