TL4
Virtual

Avoiding & Resolving Private Wealth Disputes

07 Jul 2020

Location: 12.30pm - 2.00pm Virtual Event
Members: FREE - Book by 07 Jul
Non Members: £25 + VAT - Book by 07 Jul

Avoiding & Resolving Private Wealth Disputes

Highlights

Avoiding & Resolving Private Wealth Disputes – a multi-disciplinary panel of private client advisers provide their perspectives on how disputes can be avoided and resolved in innovative and holistic ways.

There has been a steady rise in private wealth disputes over the last 10 years, with countless acrimonious contentious trust and probate cases hitting the headlines.  The more sophisticated families are becoming increasingly aware of the need to approach the issue of inter-generational wealth transfer differently and to take action before it is too late.  Legal and financial advice alone is often not enough.  Increasingly, individuals are recognising the need to plan their personal affairs by drawing on the expertise of various professionals, whether to avoid disputes or to resolve them early before they escalate into litigation. 

This session will explore:

  • Recent trends in the resolution of contentious trusts and probate disputes.
  • How families can use sound wealth management advice and family governance for a smooth transition of wealth to the next generation.
  • How families can avoid and resolve disputes by considering lifetime family conflict coaching and mediation.
  • The importance of the role of therapy in family conflict
Julia Burns
Mediator
Dove in the Room

Julia Burns
Julia Burns Mediator
Dove in the Room
Arabella Murphy
Director
Propitious

Arabella Murphy
Arabella Murphy Director
Propitious
James Lister
Partner
Stevens & Bolton

James Lister
James Lister Partner
Stevens & Bolton
Ahi Wheeler
Psychotherapist & Counsellor
Harley Street Therapy

Session: 2.00pm  Psychology of Lying


Ahi Wheeler
Ahi Wheeler Psychotherapist & Counsellor
Harley Street Therapy
Susannah Gray
Managing Partner
Sorbus Partners

Susannah Gray
Susannah Gray Managing Partner
Sorbus Partners

Agenda

12.25pm
Audience Logon
12.30pm
Chair's Opening Remarks
Speakers:
Julia Burns - Mediator - Dove in the Room
12.35pm
Avoiding & Resolving Private Wealth Disputes
Speakers:
James Lister - Partner - Stevens & Bolton
Ahi Wheeler - Psychotherapist & Counsellor - Harley Street Therapy
Arabella Murphy - Director - Propitious
Susannah Gray - Managing Partner - Sorbus Partners
Julia Burns - Mediator - Dove in the Room
1.25pm
Panel Session Q&A
1.45pm
Chair's Summation & Close of Event
Speakers:
Julia Burns - Mediator - Dove in the Room

Partnership

Partnering on an event or indeed the community as a whole will increase your company’s profile and brand awareness.

We can provide bespoke value adding partnerships. We will work in partnership with you to develop a bespoke marketing solution to meet your objectives across varying events and thought leadership content. We will ensure that you gain value through the right medium, focused on your desired audience, with a true partnership that delivers value to your marketing needs. Want to know more?

Please contact Chris on 0207 101 4151 or email chris@thoughtleaders4.com

Contact Us

If you are interested in this event and would like some more information before making your decision to attend please contact Paul on +44 2071 014155 or email