TL4
Virtual

Let the good times roll! Trusts and Unusual Asset Classes

05 Jul 2021

Location: A Next Gen Wealth Event, Zoom (4pm-5pm UK Time)
Members: Free for Next Gen Wealth members - Book by 05 Jul
Non Members: Become a Member above and Register for FREE - Book by 05 Jul

Let the good times roll! Trusts and Unusual Asset Classes

Highlights

Let's focus on the good times. We have united a group of experts who each specialise in the more unusual assets that can be held by trustees in a trust. Our four main areas of focus are classic cars, marine and aviation, fine wine and whiskey and cannabis.

Chaired by Robert Dobbyn (Walkers) and Joanne Morse (Summit Trust), our experts will dive into each asset class looking at areas such as insurance, cybersecurity, valuations and surviving the pandemic.

Our panel of experts:

James Haithwaite a Luxury Asset Specialist at IQ-EQ - Classic cars

Joel Chinn a Director at JTC Group- Marine and aviation

Matthew O’Connell, Head of Investment at Bordeaux Index- Fine wines and whiskey

Andrew  Sams, Director, Wealth Structuring and Planning, at Twin Focus in London- Cannabis investment

 

Our Panel of Experts

Robert Dobbyn
Partner
Walkers (Jersey)

Robert Dobbyn
Robert Dobbyn Partner
Walkers (Jersey)
Joanne Morse
Director, Family Office Services
Summit Trust International (Switzerland)

Joanne Morse
Joanne Morse Director, Family Office Services
Summit Trust International (Switzerland)
Andrew Sams
Director, Client Advisory
TwinFocus

Prior to joining TwinFocus, Andy spent almost a decade working in the private client tax team of Deloitte advising Ultra-High Net Worth individuals and their families.  

His experience ranges from advising on the establishment and evolution of multi-jurisdictional family office structures, to dealing with family governance and succession planning matters, as well as advising on the acquisition and sale of closely held businesses and private equity interests.  His in-depth technical knowledge and delivery of pragmatic client-focused solutions led to him being recognized as one of the UK’s Top 35 Under 35 Private Client Practitioners by ePrivateClient in 2016.

Andy is a Chartered Tax Adviser & an Associate member of the Chartered Institute for Securities & Investment.


Andrew Sams
Andrew Sams Director, Client Advisory
TwinFocus
Joel Chinn
Director, Private Client Services
JTC Group

In his position as Director within our Private Client Services division Joel looks after a portfolio of high net worth clients with a particular focus on the Middle East region as well as marine and aviation services. Joel joined JTC in 2014 as a Manager, with a specific focus on family office services. Having spent the earlier part of his career working in the music, fashion and agricultural industries in the UK, Joel returned to Jersey in 2007 to pursue a new path within the financial services sector with TMF Group. During this period he re-qualified to become a member of the Society of Trust and Estate Practitioners (STEP) and advanced his career by successfully administering a diverse portfolio of private client and corporate structures overseeing a wide asset classes ranging from real estate to yachts.


Joel Chinn
Joel Chinn Director, Private Client Services
JTC Group
Matthew O'Connell
Head of Investment
Bordeaux Index

Matthew studied Classics at St. John's College, Cambridge, before spending 12 years working for Goldman Sachs' Investment Banking Division across a number of roles, with responsibility for some of the firm's largest clients. Increasingly unable to resist combining work with his passion for fine wine, Matthew was excited to join Bordeaux Index in 2018 to lead all aspects of our fine wine and spirits investment offering, as well as focusing on Bordeaux Index's corporate strategy. Outside of work, Matthew is a keen gardener and a charity trustee for the Historic England Foundation.


Matthew O’Connell
Matthew O'Connell Head of Investment
Bordeaux Index
James Haithwaite
Luxury Asset Specialist
IQ-EQ

James Haithwaite
James Haithwaite Luxury Asset Specialist
IQ-EQ

Agenda

3.55pm
Audience Log In
4.00pm
Welcome from Chairs
Speakers:
Joanne Morse - Director, Family Office Services - Summit Trust International (Switzerland)
Robert Dobbyn - Partner - Walkers (Jersey)
4.05pm
Let the Good Times Roll: Trusts and Unusual Asset Classes
Speakers:
Joanne Morse - Director, Family Office Services - Summit Trust International (Switzerland)
Robert Dobbyn - Partner - Walkers (Jersey)
Andrew Sams - Director, Client Advisory - TwinFocus
Joel Chinn - Director, Private Client Services - JTC Group
4.55pm
Q&A
5.00pm
Closing Comments and End
Speakers:
Joanne Morse - Director, Family Office Services - Summit Trust International (Switzerland)
Robert Dobbyn - Partner - Walkers (Jersey)

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 James on +44 7739 311749 or email james@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 Laura Golding on +44 7841 974969 or email laura@thoughtleaders4.com