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

Virtual

12 Dec 2022

New Hands at New Tillers: How to Play the Generation Game

We are in the largest world transfer event since the second world war so how are we planning on passing down our money? The last two to five years we have seen the biggest transition of corporate entities so what are our predictions with what happens next.

Find out more

1 Day Conference • In-Person Event

21 Mar 2023

Landed Estates & Farm Tax Conference; The 2nd Edition

Join an unprecedented line-up of landed estates and farming experts. The only event you need each year to cover everything you need to know about agricultural land.

Find out more

1 Day Conference • In-Person Event

28 Mar 2023

Contentious Probate and Inheritance claims - Death in the modern Age

Join this one day conference covering the latest issues and trends in the private client sphere, including complex modern families, technological developments and loss of mental capacity

Find out more

60 seconds withCommunity MagazineMain Issue

Private Client Magazine Issue 9 - Around The World 2022

We are delighted to present the final issue of Private Client Magazine for 2022, where we explore what has been happening around the world during the past year. Our authors cover numerous topics, including technology, ESG investing, post-covid trends, and art finance. Our issue also covers recent developments from the UAE, Singapore, Italy and more.

Thank you to all of our members, contributors, and community partners for their support throughout 2022. The Private Client community continues to grow, we have more events, more magazines, and more content coming, so we look forward to working with you all in 2023.

60 seconds withArticlesThoughtLeaders 4 ContentMain IssueDelegate Write-Up

Private Client Summer School: The Ultimate Insider’s Guide 2022 Summary

On 24th August 2022, we welcomed the next generation of Private Client practitioners at Private Client Summer School: The Ultimate Insider's Guide in partnership with ConTrA, located in the beautiful setting of Downing College, Cambridge.

This Summer School Summary rounds up the event, what our delegates learnt, and why it is so important for the next gen to start building their network from an early stage.

60 seconds withCommunity MagazineMain Issue

Private Client Magazine Issue 8 - Next Gen Wealth

We are delighted to present Issue 8 of Private Client Magazine, which discusses all things ‘Next Gen Wealth’. In this bulky edition, our authors cover a range of topics as we approach the anticipated largest inter-generational wealth transfer advisors will have seen. This issue highlights the importance for advisors to adapt, develop, and evolve to accommodate the next generation, and how they are already reshaping the future of their wealth.

Thank you to all our contributors and our community partners for their continued support, we hope you enjoy this abounding issue.

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.

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