Private Client Circle of Trust Europe
13 March 2025
to 14 March 2025
Le Mirador Resort & Spa, Vevey, Switzerland
Entering it's 3rd year, the Private Client Circle of Trust is an exclusive TL4 Circle event and is by invitation only. The event is chaired by Stella Mitchell-Voisin of Summit Trust International, Andrea Zavos of Boodle Hatfield and Johannes Gasser of Gasser Partner. Curated by our Advisory Board, this Circle brings together key practitioners focusing on both non-contentious and contentious private client work.
This exclusive invitation only event, involves facilitated discussions across one and a half days of content, led by our esteemed Chairs.
We have been working with the event chairing commitee to come up with the invite list and areas of discussion. Designed to be interactive and as inclusive as possible, there are no set-piece presentations or panel sessions with the focus being on open discussion.
The event will run in 2 broad formats: Horseshoe & Interactive roundtables, whereby we are expecting all attendees to be involved throughout. There will be assigned topic leaders for each session to get the conversation amongst all attendees started.
Given the format this is very much fluid, and we are keen to take suggestions from attendees up until the event itself as to what you would like to have covered.
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The event will take place at Le Mirador Resort & Spa, Vevey, Switzerland.
https://www.mirador.ch/en/page/le-resort-en
Your attendance includes:
- 1x night 5-star hotel accommodation
- 1x drinks reception
- 2x three course lunches
- 1x three course dinner
- 1x breakfast
- 4x boardroom sessions
- 3x hosted round tables
- 2x days of refreshments
This Circle is supported by:
Listed below are confirmed attendees for 2025, more will be added as they confirm
Delegates
Johannes Gasser (Chair)
Partner
Gasser Partner
Stella Mitchell-Voisin (Chair)
Director
Summit Trust International SA
Andrea Zavos (Chair)
Senior Partner
Boodle Hatfield
Nawal Abdell Hadi
Senior Counsel
Al Tamimi & Company
Berry Bloomberg
Partner
Withers
Ruth Bloch-Riemer
Partner
Bär & Karrer
Roger Bolan
Director
CSC Global
Angela Calnan
Partner
Collas Crill
Carlos Ferrer Haro
Partner
Cuatrecasas
Hugh Gunson
Partner
Charles Russell Speechlys
Katharine Haggie
Partner
Rawlinson & Hunter
Xavier Isaac
CEO
Accuro
Gilly Kennedy-Smith
Partner
Mourant Ozannes
Renato Labi
Partner
Hughes Fowler Carruthers
Kerrie Le Tissier
Director
Highvern
Robert Lindley
Partner
Conyers
Eduardo Martinez-Matosas
Partner
Gomez-Acebo & Pombo
Rosamond McDowell
Partner
Payne Hicks Beach
Kirstie McGuigan
Partner
Taylor Wessing
Kim Morgan
Deputy Managing Director
Butterfield
Victoria Nahmany
Head of Wealth Planning Europe
Pictet
Liz Palmer
Partner
Howard Kennedy
Natalie Peter
Partner
Blum & Grob
Blane Querpel
Director
CSC Global
Barbara Reeves
Partner
Mishcon de Reya
Dr. Tanja Schienke-Ohletz
Partner
Flick Gocke Schaumburg
Kinga Weiss
Partner
Walder Wyss
David Wilson
Partner
Schellenberg Wittmer
Ingrid Iselin
Partner
Kellerhals Carrard
Matthew Sperry
Partner
Katten
Ravinder Thukral
Partner
JHA
Giorgia Zanetti
Lawyer
Maisto
Sebastien Zulian
Counsel
LALIVE
Agenda
9.30am
10.00am
Advisory Board Welcome
Johannes Gasser - Senior Partner - Gasser Partner Attorneys at Law, Liechtenstein
Stella Mitchell-Voisin - Chief Executive Officer - Summit Trust International SA
Andrea Zavos - Partner - Boodle Hatfield
10.10am
The Age of Disruption Where the World is Now and Where is it Heading?
- A deep dive into global geopolitical shifts, with a focus on politics, climate, shifting demographics, the great wealth transfer and other key events that are shaping the future of wealth management and private client services.
11.10am
Refreshment Break
- Coffee, tea, and light snacks served.
11.40am
Information Rights and the Importance (or not) of Protectors & Enforcers
-
A session with Johannes Gasser & Robert Lindley
- What are the issues we face with Protectors and Enforcers – are they always a force for Good?
- Does the STAR Trust Enforcer model help – should Liechtenstein be copying it?
- Beneficiary information rights – are there grounds to curtail them or should we be transparent with beneficiaries at all times? Where rights are reduced what is the litigation risk and how does that affect the standing of the jurisdiction?
- Is open justice fair when resolving private civil disputes
12.40pm
Lunch
Interactive Roundtables
Delegates move between each roundtable throughout the course of the afternoon
2.00pm
Exploring Cybersecurity Risks with CSC Global
- Cybersecurity for family offices and private clients: Protecting digital assets and personal information in a connected world.
2:40pm
Predatory Marriage and other Alarming Circumstances
- Led by Andrea Zavos & Kinga M. Weiss
- Safeguarding vulnerable clients
- Identifying and addressing predatory behaviours in wealth management and estate planning.
- When should family members worry and how can advisors help?
3.20pm
Refreshment Break
- Coffee, tea, and light snacks served.
3:40pm
Succession and Estate Planning - Here and There and Everywhere: What Does your Client's Flexible Lifestyle Mean for Your Estate Planning?
- An interactive discussion focused on global succession planning, led by Ruth and Tanja.
- Harmonisation or confusion in the application of the EU Succession Regulation – A Case study
- Sharia law versus European law – who wins?
- Habitual abode in inheritance law and tax law
4.20pm
Closing Summary
6.00pm
Drinks Reception
7.30pm
Dinner
9.30am
Morning Refreshments
Format: Square
10.00am
The Long Arm of the Law
- The sorts of orders the English court can make on divorce in respect of foreign assets and trusts, such as setting aside transactions and varying trusts.
11.00am
Refreshment Break
- Coffee/tea with pastries.
11.30am
Capacity – How Do We Navigate The Growing Challenge?
- Examining the aging demographic and the specific challenges that creates for us as advisers
- Strategies for guiding families through difficult discussions – how do we set guardrails effectively and sensitively?
12.30pm
Lunch and Close of Event
Essential Information
Venue
Le Mirador Resort & Spa
Chem. de l'Hôtel Mirador 5,
1801 Chardonne,
Switzerland
Accommodation
Accommodation is included in the ticket price for Thursday 13th March only.
Should you not require accommodation please let us know as soon as possible.
To extend your stay please contact us
Dress Code
Sessions: Business Casual Throughout
Drinks Reception & Dinner: Business Casual Throughout
Location
Event Location
Contact
Attendance, Booking & Partnership
For enquiries please contact
Rachael Mowle on +44 (0) 20 3398 8560
or email rachael@thoughtleaders4.com
General Queries
For general enquiries please contact
Maddi Briggs on +44 (0) 20 3398 8545
or email maddi@thoughtleaders4.com
Partnership
For partnership enquiries please contact
James Baldwin-Webb on +44 (0) 20 3398 8546
or email james@thoughtleaders4.com
Venue & Logistics
For venue & logistics enquiries please contact
Ewan Brown on +44 (0) 20 3433 2292
or email ewan@thoughtleaders4.com