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 RemarksSpeakers:Robert Brodrick - Chairman - Payne Hicks Beach Session 2
Structuring Options that allow the Maintenance of ControlSpeakers:Sangna Chauhan - Partner - Charles Russell SpeechlysHelen 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 PartnersJames Lawson - Co-Founder - Tribe Impact CapitalStephen McMahon - Managing Director - Jersey - ARC Session 4
Family Governance StructuresSpeakers:Nick Jacob - Partner - ForstersCatherine Grum - Head of Family Office Services - BDO Session 5
A Matter of Life and Death: Lifetime Planning v Will PlanningSpeakers:Freddie Bjorn - Partner - Payne Hicks BeachJames Shore - Marketing Consultant - Lombard International Assurance S.AAnnabel Watson - Relationship Manager - Deutsche Bank Wealth ManagementLeonora Stevens - Director - Saffery Champness Session 6
Family Partnerships and Family CompaniesSpeakers:Harriet Edwards - Private Client Lawyer - KPMGLaura Jones - Senior Tax Manager - KPMG