TL4
Virtual

Next Gen Wealth: Hot Topics in the New World Order

14 May 2020

Location: 12.00pm - 1.00pm Virtual Event (Zoom)
Members: FREE - Book by 14 May

Next Gen Wealth: Hot Topics 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 what is the knockon impact on the day-to-day of a private client practitioner?

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

Phyllis Townsend
Senior Associate
Baker McKenzie

Phyllis Townsend
Phyllis Townsend Senior Associate
Baker McKenzie
Joanne Morse
Director, Family Office Services
Summit Trust International (Switzerland)

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

Robert Dobbyn
Robert Dobbyn Partner
Walkers (Jersey)
Michelle Tring
Trust Director
Ocorian (Jersey)

Michelle Tring
Michelle Tring Trust Director
Ocorian (Jersey)
Alice Killingbeck
Director, Head of Private Client Legal
KPMG

Alice Killingbeck
Alice Killingbeck Director, Head of Private Client Legal
KPMG
Chris Moorcroft
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.


Chris Moorcroft
Chris Moorcroft Partner
Harbottle Lewis

Agenda

12.00pm
Chair's Opening Remarks & Intro to Private Client Next Gen Wealth
Speakers:
Chris Moorcroft - Partner - Harbottle Lewis
12.05pm
Quickfire: Hot Topics in the New World Order
Speakers:
Phyllis Townsend - Senior Associate - Baker McKenzie
Joanne Morse - Director, Family Office Services - Summit Trust International (Switzerland)
Robert Dobbyn - Partner - Walkers (Jersey)
Michelle Tring - Trust Director - Ocorian (Jersey)
Alice Killingbeck - Director, Head of Private Client Legal - KPMG
Chris Moorcroft - Partner - Harbottle Lewis
12.50pm
Q&A
1.00pm
Chair's Summation
Speakers:
Chris Moorcroft - Partner - Harbottle Lewis

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 020 7101 4155 or email paul@thoughtleaders4.com