Inter-Generational Wealth Planning: The Private Client Practitioner of the Future - Available Now
Location: On-Demand Full Event - Available Now Members: £349+VAT (Per Firm) - Book by 31 Dec Non Members: £599+VAT (Per Firm) - Book by 31 Dec

Highlights
Unique on-demand format - Over 5.5 hours of content
- We have designed this format with you, the busy practitioner, in mind.
- We know that you have no desire to spend an entire day, or even half a day, on a live online event.
- Receive the whole event at once, watch at your leisure
- One price, one team
- Share internally with your colleagues
With the old guard of HNWs passing on their wealth to the next generation, how should advisors adapt and change their approach when dealing with the next wave of HNW millenials and Generation Z. Register now to access over 5.5 hours of content covering:
Preparing the Next Generation for Huge Wealth
- Understanding the Next Generation of HNWs
- Managing Wealth with a Social Conscience and a World View: Is it Possible?
- The Bank of Mum & Dad: Buying Properties for Children and Grandchildren
- Passing Wealth on Sensibly to the Next Generation
Practical Steps the Current Generation can Undertake
- A Matter of Life and Death: Lifetime Planning v Will Planning
- Family Partnerships and Family Companies
- Structuring Options that allow the Maintenance of Control
- Family Governance Structures
Chairman
Payne Hicks Beach
Robert advises on tax, trust and estate planning for wealthy individuals, their advisers and trustees. He acts for a wide range of clients including the owners of landed estates, business people, non-domiciliaries and international families with assets in multiple jurisdictions.
Payne Hicks Beach
Head of Family Office Services
BDO
BDO
Partner
Charles Russell Speechlys
Charles Russell Speechlys
Partner
Forsters
Forsters
Relationship Manager
Deutsche Bank Wealth Management
Deutsche Bank Wealth Management
Partner
Rawlinson & Hunter
Rawlinson & Hunter
Senior Counsel
Walkers (Cayman)
Walkers (Cayman)
Partner
Farrer & Co
Bryony is an experienced private client lawyer working with a range of clients, from individuals and families, to trustee companies and family businesses. At the core of her practice is helping clients and their families put in place the most effective strategies to manage the long term stability and integrity of their estates.
Bryony has extensive experience advising on all aspects of UK estate planning, including wills, trusts, lasting powers of attorney (LPA) and family governance issues. She regularly advises on the administration of large and complex estates and international probate, and some contentious probate and trust matters.
Farrer & Co
Head of Family Office
Highvern (Jersey)
Naomi is Head of Family Office at Highvern. She was called to the English Bar in 1999 and re-qualified as a Jersey Advocate in 2003. As a former Partner at law firm, Appleby, Naomi provided wealth-structuring advice to high and ultra-high net worth individuals, international private banks and trust companies. At Highvern, Naomi works closely with clients and their advisers to establish and implement robust and sustainable wealth planning structures. Naomi is a member of the board of Highvern Trustees Limited, Former Chair to the Society of Trust and Estate Practitioners (STEP) in Jersey and sits on the Jersey Finance Trusts Law Working Party.
Highvern (Jersey)
Marketing Consultant
Lombard International Assurance S.A
Lombard International Assurance S.A
Director
Saffery Champness
Leonora’s background is in providing tax advice and compliance to high net worth individuals, wealthy families and partnerships. Her client base ranges from landed estates with their accompanying enterprises, to owner-managed businesses. In both cases her primary interests are in advising the individual family members whose wealth is derived from these enterprises. Her current role is focused on the advisory aspect however with her predominately compliance based experience she is able to combine both skills to provide an all-round service to her clients.
Leonora presents annually to a range of investment advisors on Budget updates, as well as speaking at internal events.
Leonora joined Saffery Champness 2012, after having trained at another leading private client firm. As part of her training, she undertook a secondment in Geneva.
Saffery Champness
Partner
Harbottle & Lewis
Chris Moorcroft advises individuals and families on wealth planning and succession matters. This includes the use of estate planning vehicles such as companies, trusts and foundations to manage the passing of wealth and family businesses to younger generations, to protect wealth from unexpected events like death and incapacity, to protect wealth from adverse third parties and to manage complex cross-border tax problems involving multiple jurisdictions.
He advises on will planning and probate involving assets spread across jurisdictions, including the application of the EU Succession Regulation. He frequently deals with wills and probates which involve more than one jurisdiction and acts as executor and administrator of estates, as well as the trustee of a charitable trust.
He represents wealthy individuals and families from around the world, with a particular focus on US-connected clients and individuals from the Middle East and Africa. In addition, he also represents professional trust companies and other fiduciaries on issues relating to the design and management of structures, risk mitigation (including fiduciary risk), data protection and tax.
A significant element of his expertise involves advising UK and international high net worth individuals who are resident, investing or spending time in UK on how to structure their assets, including advice relating to the remittance basis regime and the structuring of UK residential property.
Harbottle & Lewis
Executive Director - Private Client
Ocorian (Jersey)
Ocorian (Jersey)
Managing Director - Jersey
ARC
ARC

Director
C. Hoare & Co

C. Hoare & Co
Client Director
Capital Generation Partners
Arabella manages the firm's relationships with professional intermediaries, both onshore and offshore. She was recognised as Women of the Year Leadership in the Large, Institutional category at the Citywealth Powerwomen Awards in 2017. Before joining CapGen, Arabella held the position of Client Director at Close Brothers Asset Management. Before this, she held positions at Dominion Corporate Services, PQR Financial Planning and Coutts. Arabella has a degree in European Business Administration from Middlesex University
Capital Generation Partners
Consultant
Saffery Champness
Saffery Champness
Partner
Wedlake Bell
Wedlake Bell

Partner
Kingsley Napley

Kingsley Napley
Co-Founder
Tribe Impact Capital
Tribe Impact Capital
Private Client Lawyer
KPMG
KPMG
Partner
Payne Hicks Beach
Frederick advises a broad range of both UK and foreign clients on personal tax and trust issues.
Frederick specialises in providing advice on: Wills and estate planning (including strategic succession planning for family businesses); tax issues relating to non-domiciliaries and cross border migration; all aspects of capital taxes planning; and the establishment and restructuring of onshore and offshore trusts.
Clients he has advised include entrepreneurs, high net worth business men/city executives and shareholders of private and family owned companies.
Payne Hicks Beach
Partner
Forsters
Forsters
Senior Tax Manager
KPMG
KPMG
Agenda
Speakers:
Bryony Cove - Partner - Farrer & Co
James Allen - Director - C. Hoare & Co
David Macey - Consultant - Saffery Champness
Matthew Braithwaite - Partner - Wedlake Bell
Speakers:
Sangna Chauhan - Partner - Charles Russell Speechlys
Helen Hendy - Executive Director - Private Client - Ocorian (Jersey)
Lucy Diggle - Senior Counsel - Walkers (Cayman)
Speakers:
Arabella Henman - Client Director - Capital Generation Partners
James Lawson - Co-Founder - Tribe Impact Capital
Stephen McMahon - Managing Director - Jersey - ARC
Speakers:
Nick Jacob - Partner - Forsters
Catherine Grum - Head of Family Office Services - BDO
Speakers:
Freddie Bjorn - Partner - Payne Hicks Beach
James Shore - Marketing Consultant - Lombard International Assurance S.A
Annabel Watson - Relationship Manager - Deutsche Bank Wealth Management
Leonora Stevens - Director - Saffery Champness
Speakers:
Harriet Edwards - Private Client Lawyer - KPMG
Laura Jones - Senior Tax Manager - KPMG
Speakers:
Chris Moorcroft - Partner - Harbottle & Lewis
Naomi Rive - Head of Family Office - Highvern (Jersey)
Matthew Braithwaite - Partner - Wedlake Bell
Alice Killingbeck - Director, Head of Private Client Legal - KPMG
Speakers:
Elizabeth Small - Partner - Forsters
David Kilshaw - Partner - Rawlinson & Hunter
Abby Buckland - Partner - Kingsley Napley

Unique on-demand format
- We have designed this format with you, the busy practitioner in mind.
- We know that you have no desire to spend an entire day, or even half a day, on a live online event.
- Receive the whole event at once, watch at your leisure
- One price, one team
- Share internally with your colleagues

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 +44 207 101 4155 or email paul@thoughtleaders4.com