Thursday 30 June 2016


Registration and Refreshments

Exhibits open

Welcome and Congress Introduction

Richard Frimston TEP, Russell-Cooke

Keynote Address 1: 'Climate Change' in the Private Client Industry

Martyn Gowar TEP

The debate about the extent and the perils of climate change applies equally to the world of personal financial affairs. We will discuss the structural changes that affect clients and how they have exploded over the last 25 years. But have clients themselves changed? And how many of the changes are permanent or merely passing fashion? How has the profession kept up in the way we advise our clients, and what should we do better?


Main Stage Session 1: Is the world falling out of love with trusts?

Chair: Richard Pease TEP, Consultant Javier Canosa TEP, Canosa Abogados Filippo Noseda TEP, Withers LLP Patricia Woo TEP, Squire Patton Boggs

The taxman, the regulators and the banks hate them, the civilians suspect them and most clients are bamboozled by them. What is it about trusts that have seen them through, and will this last?


Networking and Refreshments


Main Stage Session 2: When succession law and tax law collide

Dr Frans Sonneveldt TEP, Mazars

Inheritance laws of one place often confer property rights which are taxed differently in another. Think French forced heirship rules and the UK IHT inter-spouse exemption. How to avoid the unintended consequences?


Specialist Stream Sessions


Main Stage Session 3: Where there's no will, there's a way...

Professor Alexandra Braun, Oxford University

Wills are not the only instrument available to pass wealth on death.

This session will provide an overview of the instruments that are most commonly used across a number of jurisdictions, and shed light on some of the challenges they pose from the perspective of succession law.




Option 1 – Vulnerable adults

Kathleen Cunningham TEP, British Columbia Law Institute Richard Frimston TEP, Russell-Cooke

This session examines the myriad issues facing our increasingly mobile and ageing population and considers the legal approaches being adopted either side of the Atlantic.


Option 2 – Matrimonial property and the modern family

Ian Sumner, Voorts Juridische Diensten Simon Bruce, Farrers

This session considers the effects of marriage and registered partnerships on property rights. From same-sex marriage to mixed sex registered partnerships - families are getting a lot more complex. What are the problems produced by the current jigsaw both on death and divorce? What solutions may be possible?


Option 3 – Islamic law and wealth succession

Paul Stibbard TEP, Rothschild Trust

This session will explore how far trusts may assist Islamic clients in their wealth succession planning and conflicts of law issues that may arise in the context of cross-border estate devolution.


Option 4 – Beneficial ownership: an imperfect concept?

John Riches TEP, RMW Law Kindly sponsored by Curaçao International Financial Center

This session examines the full extent of the beneficial ownership requirements contained in the various international initiatives around AML and automatic exchange of information and the serious implications these requirements will have for trust and estate practitioners.


Main Stage Session 4: Patchwork families – defining the modern family

Chair: Richard Frimston TEP, Russell-Cooke Ian Sumner, Voorts Juridische Diensten Nancy L. Golding Q.C.,TEP, Borden Ladner Gervais LLP Edmund W. Granski Jr

From same sex marriage to surrogacy and everything in between – families are getting a lot more complex.  What are the issues and how can practitioners prepare for advising the future family?


Networking and Refreshments


Main stage Session 5: The nightmare scenario… a global case study

Examiner: Paul Stibbard TEP, Rothschild Trust Caroline Cohen TEP, The French Law Practice Richard Frimston TEP, Russell-Cooke Dr Britta Pfister TEP, Rothschild Trust (Singapore) Ltd

This session will examine the position of an Anglo-American couple with children and property interests in France and Switzerland; highlighting a variety of potential problems which need to be addressed in an estate planning context


Keynote Address 3: How technology will transform the private client industry

Oisin Lunny, OpenMarket

The stellar rise of technology is transforming humans into what the Economist described as "a planet of the smartphones" populated by Phono-Sapiens. This session will look at the inexorable rise of tech, examining what it means for the industry, client expectations, privacy issues, and business models.


Day One Closing Address

19:00 Social

Reception and Dinner

At the Scheepvaartmuseum (The National Maritime Museum) Kindly sponsored by Ministry of Financial Services - Commonwealth of the Bahamas

Morning Sessions

Conflicts of Law/Private International Law

Afternoon Sessions

Future Practice + Future

Option 5 - Advising families from countries in crisis

Chair: Joseph Kellogg TEP, WE Family Offices Luz Clemencia Alfonso Hostios TEP, Lewin y Wills Abogados Heather Thompson TEP, Higgs & Johnson Emily Yiolitis TEP, Harneys Aristodemou Loizides Yiolitis

Families from countries in crisis face a range of issues, from potentially having to flee from conflict or persecution to deciding how best to hold family assets in the face of political instability and economic meltdown. How should advisers respond to clients facing these sorts of problems?


Keynote Address 2: Private International Law in the World

Philippe Lortie, First Secretary, Hague Conference on Private International Law

In an increasingly global world, family situations that are connected with more than one country are commonplace. But differences between legal systems introduce complexity and can cause uncertainty. HCCH plays a vital role in finding internationally agreed approaches and developing private international law rules to help resolve these differences, helping to improve ordinary citizens’ lives.