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InterGenerational Wealth Planning: The Private Client Practitioner of the Future

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Description

With the old guard of HNWs passing on their wealth to the next generation, how should advisors adapt and change their approach when dealing with the next wave of HNW millenials and Generation Z. Register now to access over 5.5 hours of content covering: 

Preparing the Next Generation for Huge Wealth

  • Understanding the Next Generation of HNWs
  • Managing Wealth with a Social Conscience and a World View: Is it Possible?
  • The Bank of Mum & Dad: Buying Properties for Children and Grandchildren
  • Passing Wealth on Sensibly to the Next Generation

Practical Steps the Current Generation can Undertake

  • A Matter of Life and Death: Lifetime Planning v Will Planning
  • Family Partnerships and Family Companies
  • Structuring Options that allow the Maintenance of Control
  • Family Governance Structures

 

Chair's Opening Remarks
Speakers:
Robert Brodrick - Chairman - Payne Hicks Beach
Session 1
Passing Wealth on Sensibly to the Next Generation
Speakers:
Bryony Cove - Partner - Farrer & Co
James Allen - Director - C. Hoare & Co
David Macey - Consultant - Saffery Champness
Matthew Braithwaite - Partner - Wedlake Bell
Session 2
Structuring Options that allow the Maintenance of Control
Speakers:
Sangna Chauhan - Partner - Charles Russell Speechlys
Helen Hendy - Executive Director - Private Client - Ocorian (Jersey)
Lucy Diggle - Senior Counsel - Walkers (Cayman)
Session 3
Managing Wealth with a Social Conscience and a World View: Is it Possible?
Speakers:
Arabella Henman - Client Director - Capital Generation Partners
James Lawson - Co-Founder - Tribe Impact Capital
Stephen McMahon - Managing Director - Jersey - ARC
Session 4
Family Governance Structures
Speakers:
Nick Jacob - Partner - Forsters
Catherine Grum - Head of Family Office Services - BDO
Session 5
A Matter of Life and Death: Lifetime Planning v Will Planning
Speakers:
Freddie Bjorn - Partner - Payne Hicks Beach
James Shore - Marketing Consultant - Lombard International Assurance S.A
Annabel Watson - Relationship Manager - Deutsche Bank Wealth Management
Leonora Stevens - Director - Saffery Champness
Session 6
Family Partnerships and Family Companies
Speakers:
Harriet Edwards - Private Client Lawyer - KPMG
Laura Jones - Senior Tax Manager - KPMG
Session 7
Understanding the Next Generation of HNWs
Speakers:
Chris Moorcroft - Partner - Harbottle & Lewis
Naomi Rive - Head of Family Office - Highvern (Jersey)
Matthew Braithwaite - Partner - Wedlake Bell
Alice Killingbeck - Director, Head of Private Client Legal - KPMG
Session 8
Transitioning Wealth in Turbulent Times – Tax, Matrimonial & Family issues
Speakers:
Elizabeth Small - Partner - Forsters
David Kilshaw - Partner - Rawlinson & Hunter
Abby Buckland - Partner - Kingsley Napley
leader
Chris Leese
Founder / Director
020 7101 4151
leader
Danushka De Alwis
Founder / Director
020 7101 4191
leader
Paul Barford
Founder / Director
020 7101 4155

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