Thought Leaders 4 | Private Client

Welcome to ThoughtLeaders4 Private Client.
A unique community designed for all practitioners involved in the Private Client intermediary network. Membership is free for practitioners so join below.

Our Community Partners:

Why do we exist?

We believe that working in close partnership with the industry, rather than a seller to it, we can focus on delivering technical and practical insights and valuable engagement with our community.

Become a member of ThoughtLeaders4 Private Client and...

Join a community of experts, referrers and peers
Participate in events of all types
Interact and network using our digital Private Client Members Hub
Learn and share expertise through your quarterly Community Magazine
Develop your professional and personal network

Discover virtual content available live and on demand

We believe that any live content should be easy to digest and simple to interact with. Over the last 12 months we have succesfully created over 50 online events in varying formats. These include:

Live Webinars
Short technical updates of 45-60 minutes
QuickFire Updates
1 session, multiple speakers with live Q&A: Interactive session of 30-60 minutes
On Demand Technical Focus
Pre-recorded panel sessions and presentations : Technical & interactive from 2-4 hours of downloadable content at your leisure.

Targeted at professionals whose practice encompasses or touches Private Client. Community members will include:

Who should join?

Solicitors

Barristers

Offshore Practitioners

Private Banks

Asset Managers

Trust Companies

Wealth Advisors

Accountants

Funders

Tax Specialists

Become a Member

Upcoming Events

1 Day Conference • In-Person Event

11 Oct 2022

ThoughtLeaders4 Private Client: Guernsey

Welcome to Guernsey. Meet with the most experienced in the Private Client and Trusts world to discuss the latest and most pertinent issues of the last 12 months.

Find out more

1 Day Conference • In-Person Event

13 Oct 2022

ThoughtLeaders4 Private Client: Jersey

Welcome to Jersey. Meet with the most experienced in the Private Client and Trusts world to discuss the latest and most pertinent issues of the last 12 months.

Find out more

2 Day Summits • In-Person Event

24 Aug 2022

TL4 & ConTrA present Private Client Summer School: The Ultimate Insider’s Guide

Bringing you the Ultimate Insider's Guide to all things Private Client. If you are newly qualified and looking to broaden your knowledge and develop your skills then you need to be here. In partnerhip with ConTrA, our programme is a full library of absolutely everything you would need to know and want to know about your practice area. In our unique Summer School style you can expect a load of networking opportunities in a very enjoyable setting.

Find out more

1 Day Conference • In-Person Event

20 Sep 2022

TransAtlantic Tax & Estate Planning

US / UK tax & estate planning remains complicated and beset with traps. Attend this event to drilldown into the latest thinking and stay on firm ground.

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2 Day Summits • In-Person Event

15 Nov 2022

Wealth / Life Middle East (DXB)

TL4 is proud to present a curated exclusive event for international private client advisors. Focussed on networking and interactive sessions, strategy and business development in the Middle East. Join us in sunny Dubai for an unforgettable experience.

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1 Day Conference • In-Person Event

01 Dec 2022

Sport Stars, Influencers & Entertainers Tax Conference: The Digital Age

In just one-day deep dive into tax advice for high profile clients in the digital age.

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Reports

Crypto Insight 2022

Following the success of our Crypto in Disputes event which took place on the 29th June TL4 are proud to present our Crypto Insights Document 2022. In this new format of curated content, we look to partner with firms to provide in-depth Insights, Reports, Surveys, Journals and more. If you would like to work with us on a future insight or report please do get in touch.

Event Videos

Private Client Contentious Circle of Trust 2022

Articles

Looking back from 2030 - ILBF Essay Competition, Ghazi Hakem

Articles

Opportunities for Legal Technology in the Improvement of Access to Justice and Diversity in the Legal Profession by 2030 - ILBF Essay Competition 2022, Daniel Smithson

ArticlesCommunity Magazine

Investors Turn to Private Assets in Search for Diversification

ArticlesCommunity Magazine

Letters of Wishes and Maintaining the Settlor/Trustee Relationship

60 seconds withArticlesCommunity Magazine

60 seconds with: Constance McDonnell QC, Serle Court

ArticlesCommunity Magazine

Tales from the Crypto

ArticlesCommunity Magazine

Trusts Caught by the Deemed Domicile Net

ArticlesCommunity Magazine

Cross-Border Incapacity: Dealing With the Lack of Cohesion Between Jurisdictions

ArticlesCommunity Magazine

60 seconds with: Fiona Noon, Equiom

ArticlesCommunity Magazine

Can Onshore Become the New Offshore?

ArticlesCommunity Magazine

Executor, Not Arbiter: The Role of the Trustee in a Dispute Between Beneficiaries

60 seconds withArticlesCommunity Magazine

60 seconds with: Anita Shah, McDermott Will & Emery

60 seconds withCommunity MagazineInterviewsMain Issue

Private Client Magazine Issue 7 - Offshore Edition: Topical Tropicals

We are delighted to present the Offshore issue of Private Client Magazine. In this edition our contributors discuss a range of topics impacting the offshore world, including crypto, deemed domicile, and onshoring.

We also get to know some of our community better with a series of 60 seconds with interviews, finding out their strangest/most exciting story in the industry, their role models, and what they are most looking forward to for the remainder of 2022.

Thank you to our authors and community partners for their consistent support, we hope you enjoy this latest edition.

InterviewsInternational Women’s Day 2022 Profile

Thought Leaders 4 Women Who Inspire - IWD 2022 - Bernadette Carey Profile

In this International Women's Month we want to shine a spotlight on a few truly amazing women in our community as they discuss their journey's to leading positions, highlight the challenges they faced in their progression, share their advice with the next generation of female practitioners as well as further action steps to #breakthebias and forge a more inclusive legal world. The Thought Leaders 4 Women Who Inspire features a series of interviews that we will be publishing over the course of the month to celebrate women and champion change.

InterviewsInternational Women’s Day 2022 Profile

Thought Leaders 4 Women Who Inspire - IWD 2022 - Sue Nickason Profile

InterviewsInternational Women’s Day 2022 Profile

Thought Leaders 4 Women Who Inspire - IWD 2022 - Jennifer Ollerenshaw Profile

InterviewsInternational Women’s Day 2022 Profile

Thought Leaders 4 Women Who Inspire - IWD 2022 - Yindi Gesinde Profile

In this International Women's Month we want to shine a spotlight on a few truly amazing women in our community as they discuss their journey's to leading positions, highlight the challenges they faced in their progression, share their advice with the next generation of female practitioners as well as further action steps to #breakthebias and forge a more inclusive legal world. Today we launch our ThoughtLadies that inspire campaign featuring a series of interviews that we will be publishing over the course of the month to celebrate women and champion change.