Conference programme - Thursday 11 November

Wealth on the move

Money is on the move, making it more complex for private client lawyers to advise on the structuring and retention of wealth. This conference aims to equip senior private client lawyers from around the world with practical advice on how best to counsel high net worth individuals in a new economic and regulatory era.

13.50 Chairman’s welcome and opening remarks
Henry Christensen III, partner, McDermott Will & Emery, UK

14.00 Keynote: The global economy
The global economy and the world’s tax black hole: how are leading economies dealing with this unprecedented debt, and what effect is this having on macro-economic forecasts for the world’s leading economies?
Henk Potts, equity strategist, Barclays Wealth

14.30 Panel: Where’s the new money?
With a focus on emerging markets and new, long-term sources of wealth, this session will look at what makes wealth in Africa, Latin America and new frontiers in Asia. It will also consider where the wealth created in these new markets is likely to move to, and which jurisdictions are likely to attract this wealth for investment and administration.
Chair: Martyn Gowar, partner, McDermott Will & Emery, UK
Olga Boltenko, partner, Withers Worldwide
Miguel Jauregui Rojas, partner, Jáuregui, Navarrete y Nader, Mexico
Gurbachan Singh, senior partner, KhattarWong, Singapore

15.15 Coffee

15.30 Panel: Arrivals and departures – practical requirements for leaving one country and going to another
This debate will cover issues including: the harmonisation of tax laws; risk and opportunities in high tax jurisdictions including the US and UK; the need to reconsider wealth holding structures before moving; and moving between common and civil law countries.
Chair: Joshua Rubenstein, co-managing partner, Katten Muchin Rosenman, USA
John Conder, partner, Macfarlanes, UK,
Paolo Ludovici, partner, Maisto e Associati, Italy

16.15 Interactive focus groups

A. Changes to matrimonial regimes in the EU
Topics covered in this session will include a practical analysis of leading cases in EU jurisdictions, including Granatino and the treatment of men in divorce cases and changing UK attitudes to pre-nuptial agreements.
Laurent Chambaz, partner, UGGC & Associés, France
Simon Rylatt, partner, Boodle Hatfield, UK

B. Succession laws and cross-border estate planning
This focus group will address the complexities of dealing with assets and family members in multiple jurisdictions. This will be a litigation-focused focus group, targeted at estate planning specialists/non-litigators.
Sara Collins, partner, Conyers Dill & Pearman, Cayman Islands
James Johnston, partner, Bircham Dyson Bell, UK
Simon Weil, partner, Bircham Dyson Bell, UK

C. Real estate structuring – avoiding pitfalls and sharing tips
Regions covered in this focus group will include Europe, the US, and Latin America. Issues covered will include structuring acquisition and disposal, providing for succession where laws of situs and domicile differ and mitigating taxation.
Jean-Marc Tirard, partner, Tirard Naudin, France
Basil Zirinis, partner, Sullivan & Cromwell, USA

17.30 Close of day one

19.30 Welcome dinner