TL4
Virtual

Next Gen Wealth: Family Offices in the New World Order

02 Jul 2020

Location: 2.00pm - 3.30pm Virtual Event (Zoom)
Members: FREE - Book by 02 Jul
Non Members: £25 + VAT - Book by 02 Jul

Next Gen Wealth: Family Offices in the New World Order

Highlights

These are unprecedented times - there's been an overnight shift to remote working for almost the entire population. How is this affecting the worlds HNW and UHWs and how are advisors dealing with Family Offces in this new world order? 

We will be looking at the current issues in a quickfire format from across the spectrum of private client practitioners.

Joanne Morse
Director, Family Office Services
Summit Trust International (Switzerland)

Joanne Morse
Joanne Morse Director, Family Office Services
Summit Trust International (Switzerland)
Khaled Said
Managing Partner
Capital Generation Partners

Khaled Said
Khaled Said Managing Partner
Capital Generation Partners
Sangna Chauhan
Partner
Charles Russell Speechlys

Sangna Chauhan
Sangna Chauhan Partner
Charles Russell Speechlys
Laurence Morgan
Partner
Boodle Hatfield

Laurence Morgan
Laurence Morgan Partner
Boodle Hatfield
Richard Joynt
Director & Head of Family Office
Highvern

Richard is a Director of Highvern and Head of Family Office. He qualified as a Chartered Accountant in 1997 and holds an MBA from Warwick University. As well as having expertise in financial accounting and strategic financial planning, Richard has devoted the last 20 years of his career to the Family Office sector. He was the Director of a prominent Single Family Office from 2002-2012 and led the Multi-Family Office division of a prominent international fiduciary services firm from 2013 to 2021, dealing with Ultra High Net Worth individuals and their families from many jurisdictions including Europe, the US, the UAE and Russia. He has specific expertise in private equity, luxury assets, cryptocurrencies and philanthropy. At Highvern, Richard is responsible for managing some of the more complex client relationships, often with innovative structures. He is frequently asked to write articles for leading publications and regularly speaks at international conferences on specific issues relating to Family Offices.

 


Richard Joynt
Richard Joynt Director & Head of Family Office
Highvern
Matthew Braithwaite
Partner
Wedlake Bell

Matthew Braithwaite
Matthew Braithwaite Partner
Wedlake Bell

Agenda

1.55pm
Audience Logon
2.00pm
Chair's Opening Remarks
Speakers:
Joanne Morse - Director, Family Office Services - Summit Trust International (Switzerland)
2.05pm
Family Offices in the New World Order
Speakers:
Richard Joynt - Director & Head of Family Office - Highvern
Sangna Chauhan - Partner - Charles Russell Speechlys
Laurence Morgan - Partner - Boodle Hatfield
Matthew Braithwaite - Partner - Wedlake Bell
Khaled Said - Managing Partner - Capital Generation Partners
Joanne Morse - Director, Family Office Services - Summit Trust International (Switzerland)
3.00pm
Panel Q&A
3.15pm
Chair's Summation & Close of Event
Speakers:
Joanne Morse - Director, Family Office Services - Summit Trust International (Switzerland)

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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 paul@thoughtleaders4.com