Private Client Circle of Trust Europe

21 March 2024 to 22 March 2024
Le Mirador Resort & Spa, Vevey, Switzerland

Private Client Circle of Trust is an exclusive TL4Circle 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

This exclusive invitation only event, involves facilitated discussions across 1 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 2024, more will be added as they confirm

Delegates

Johannes Gasser (Chair)
Partner
Gasser Partners
Stella Mitchell-Voisin (Chair)
Director
Summit Trust International
Andrea Zavos (Chair)
Senior Partner
Boodle Hatfield
Salomé Ashenden
Litigation PR Consultant
Stuart Leach Associates
Alessandro Bavila
Partner
Maisto
Ruth Block-Riemer
Partner
Bär & Karrer
Angela Calnan
Partner
Collas Crill
Helen Cox
Partner
Fladgate
Aurélie Conrad Hari
Partner
Baer & Karrer
Carlos Ferrer Haro
Partner
Cuatrecasas
Clare Flanagan
Partner
Capital Generation Partners
Line-Alexa Glotin
Partner
UGCC Paris
Hugh Gunson
Partner
Charles Russell Speechlys
Katharine Haggie
Partner
Rawlinson & Hunter
Emma Hatley
Partner
Stewarts Law
Xavier Isaac
CEO
Accuro
Werner Jahnel
Partner
LALIVE
Wei Kang
Partner
Stephenson Harwood
Gilly Kennedy-Smith
Partner
Mourant Ozannes
Renato Labi
Partner
Hughes Fowler Carruthers
Stuart Leach
Founder
Stuart Leach Associates
Kerrie Le Tissier
Director
Highvern
Slawomir Luczak
Partner
SK & S
Eduardo Martinez-Matosas
Partner
Gomez-Acebo & Pombo
Constance McDonnell KC
Barrister
Serle Court
Kim Morgan
Deputy Managing Director
Butterfield
Victoria Nahmany
Head of Wealth Planning Europe
Pictet
Natacha Onawelho-Loren
Managing Director
Accuro
Marine Pelletier-Capes
Partner
Vivien & Associes
Gina Pereira
Managing Director
Meritus Trust
Natalie Peter
Partner
Blum & Grob
Barbara Reeves
Partner
Mishcon de Reya
Tanja Schienke
Partner
Flick Gocke Schaumburg
Rupert Ticehurst
Partner
Maurice Turnor Gardner
Kinga Weiss
Partner
Walder Wyss
David Wilson
Partner
Schellenberg Wittmer

Agenda

9.30am
Registration
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
Engaging Patriarchs and Matriarchs to Focus on Succession – what are the challenges?
11.10am
Refreshment Break
11.40am
Does Hostile Litigation Work? Success Stories Welcome
12.40pm
Lunch
Interactive Roundtables

Delegates move between each roundtable throughout the course of the afternoon

2.00pm
Roundtable 1

Hosted by Accuro

Xavier Isaac - Chief Executive Officer - Accuro

Natacha Onawelho-Loren - Managing Director Switzerland - Accuro

2:40pm
Effective Communications For Legal Situations

Hosted by Stuart Leach Associates

Stuart Leach - Founder - Stuart Leach Associates

Salomé Ashenden - Litigation PR Consultant - Stuart Leach Associates

3.20pm
Refreshment Break
3:40pm
Roundtable 3
4.20pm
Closing Summary
6.00pm
Drinks Reception 
7.30pm
Dinner
9.30am
Morning Refreshments
Format: Square
10.00am
Mental Capacity Plus Vulnerability Plus Influence – Who is Really Calling the Shots
11.00am
Refreshment Break 
11.30am
Newest Trends with Sharia and Forced Heirship Laws: Their Impact on Asset and Wealth Planning
12.30pm
Lunch and Close of Event  

Essential Information

Venue

Le Mirador Resort & Spa

Chem. de l'Hôtel Mirador 5,  

1801 Chardonne,  

Switzerland 

w: https://www.mirador.ch/#

Accommodation

Accommodation is included in the ticket price for Thursday 21st 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 & 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

Event Contact