HNW Succession: Planning, Trusts & Disputes

Where Contentious & Non-Contentious Practitioners Meet to Advise your Clients through the Seven Ages

29th & 30th September 2022 | Stratford-upon-Avon UK

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At a price unparalleled in the industry this fresh, new, super specialist but inclusive event, be guided through the Seven Ages of a HNWI and family, by experts from across the spectrum of contentious and non-contentious practitioners.

Where contentious and non-contentious 
practitioners meet

Mix of senior and 
rising star practitioners 

Agenda through the 
Seven Ages of HNWI & family 

What makes this event different from what else is out there? 

"All the world’s a stage, And all the men and women merely players; They have their exits and their entrances; And one man in his time plays many parts, His acts being seven ages."
Like Jaques in William Shapespeare's "As you Like It" our expert speaking faculty and agenda guides the audience through the Seven Ages of a HNWI and a HNW family. 

AGE 1: Infancy

AGE 2: School Child

AGE 3: Teenager

AGE 4: Young Person

AGE 5: Middle Age
AGE 6: Old Age
AGE 7: Dotage & Death

Fresh & Forward Thinking Advisory Board:

Charlotte Fraser
Charlotte Fraser Partner
Farrer & Co.
Joe Donohoe
Joe Donohoe Director
ARC (Jersey)
Joanne Morse
Joanne Morse Director, Family Office Services
Summit Trust International (Switzerland)
Charles Lloyd
Charles Lloyd Partner
Chris Moorcroft
Chris Moorcroft Partner
Harbottle & Lewis

Our event is uniquely positioned where contentious and non-contentious 
practitioners meet

Industry Led
& Impartial

Identified by our independent advisory board,
both the speaking faculty and agenda have been assembled based purely on industry reccommendations. 
We work with individuals and firms based on their credibility, knowledge and expertise. We aim to give delegates an unparalleled analysis of the latest trends, thinking, and developments in the industry. 

New, Exciting, Fresh 
Content & Networking 

Led by our excitingly fresh advisory board our
content focussed, but networking forward approach  
makes this a truly unmissable event.
Designed to be innovative, unique and fun, experience something different. 

Interactive, Inovative and 
most of all... Social

Featuring a variety of formats including interactive, giving all attendees the opportunity to learn, network and meet new people all at once!

Speakers from across the spectrum of the industry include:

Andrew Mold QC
Andrew Mold QC Barrister
Wilberforce Chambers
Phyllis Townsend
Phyllis Townsend Senior Associate
Baker McKenzie
James Lister
James Lister Partner
Stevens & Bolton
Catherine Grum
Catherine Grum Head of Family Office Services
Hannes Arnold
Hannes Arnold Senior Partner
Gasser Partner (Liechtenstein)
Jennifer Ridgway
Jennifer Ridgway Partner
Eesha Arora
Eesha Arora Partner
Maurice Turnor Gardner LLP
Luca Del Panta
Luca Del Panta Senior Associate
Jessica Medus
Jessica Medus Partner
Mishcon de Reya
Rosalyn Breedy
Rosalyn Breedy Partner
Simons Muirhead Burton
Laurence Morgan
Laurence Morgan Partner
Boodle Hatfield
Roberta Harvey
Roberta Harvey Partner
James Quarmby
James Quarmby Partner
Stephenson Harwood
Mara Monte
Mara Monte Partner
Matthew Braithwaite
Matthew Braithwaite Partner
Wedlake Bell
Arabella Murphy
Arabella Murphy Director

Event Partners

Knowledge Partner

Contact Us


For Speaker enquiries please contact Paul on +44 2071 014155 or email


For Partnership enquiries please contact James on 07739311749 or email

Booking & General

For Booking & General enquiries please contact Danushka on +44 2071 014191 or email

Venue & Logistics

For Venue & Logistics enquiries please contact Sarah on +44 2071 014191 or email