TL4
2 Day Summits

Next Gen Wealth Summit

09 Sep 2021

Location: Syon Park, London (9th-10th September 2021)
Members: £499 + VAT - Book by 02 Jul
Non Members: £699 + VAT - Book by 02 Jul

Next Gen Wealth Summit

Highlights

Our Next Gen Wealth Summt will bring together the very best future leaders in the private client field.

Over two days, expect vibrant conversation, interactive dialogue and a host of activites with representatives from across the advisory spectrum.

In true TL4 style, the stage lecturn is banned and the microphone is portable. Chaired by Matthew Braithwaite of Wedlake Bell and Joanna Morse at Summit Trust, this is an event not to be missed.

  • What does the Next Gen adviser NEED to be equipped to guide the next generation of clients through peiods of change and growth?
     
  • What is important to our Community as advisers and how values driven are we?
     
  • What questions are our clients asking us and to what extent do we need to we need to be asking them?

We believe our Next Gen Community is more than just a gathering of great technical minds, but a significant representation of what new leadership and fresh perspectives mean, for global families with changing dynamics and priorities. Our Community is also one that creates conversation and challenges one another over true values and opinions that affect daily practice and the wider industry. 

*Our Next Gen Wealth Summit is primarly aimed at those in the non-contentious wealth advisory space ranging from senior associate to junior partner level

Accomodation available at Syon Park Book Here 

The event will operate in accordance with government capacity guidelines which are subject to change.

Get the Member Rate 

You must be logged into the TL4 website to get the member rate. 

If you are not a member already please sign up for FREE HERE 

Your Next Gen speakers on Next Gen Wealth include:

Catherine Grum
Head of Family Office Services
BDO

Catherine Grum
Catherine Grum Head of Family Office Services
BDO
Gemma Willingham
Partner
Baker McKenzie

Gemma Willingham
Gemma Willingham Partner
Baker McKenzie
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
Matthew Braithwaite
Partner
Wedlake Bell

Matthew Braithwaite
Matthew Braithwaite Partner
Wedlake Bell
Joanne Morse
Director, Family Office Services
Summit Trust International (Switzerland)

Joanne Morse
Joanne Morse Director, Family Office Services
Summit Trust International (Switzerland)
Michelle Tring
Trust Director
Affinity Private Wealth

Michelle Tring
Michelle Tring Trust Director
Affinity Private Wealth
Robert Dobbyn
Partner
Walkers (Jersey)

Robert Dobbyn
Robert Dobbyn Partner
Walkers (Jersey)
Freddie Bjorn
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.


Freddie Bjorn
Freddie Bjorn Partner
Payne Hicks Beach
Phyllis Townsend
Senior Associate
Baker McKenzie

Phyllis Townsend
Phyllis Townsend Senior Associate
Baker McKenzie
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
Amy Blackwell
Partner
Acorn Capital Advisers

Amy is Acorn Capital Advisers Philanthropy, Impact Strategy and multi-generational wealth expert. She works with families to design philanthropic strategies and incorporate impact investing in their portfolios. She worked for a number of years with Merrill Lynch Private Executive Services and has been engaged with impact strategies since the early 1990’s. Amy is a trustee of the children’s charity, Right to Play UK and sits on the Advisory Board of Open Briefing. She is a member of the Steering Board for the SESA community and the LSE Civic Ecosystem Initiative. She managed the Charities Aid Foundation (CAF) American Donor Fund business development and strategy. Amy has a degree in History from Northwestern University, Illinois, and a Masters degree in International Development-Humanitarian Emergencies from the London School of Economics and Political Science.


Amy Blackwell
Amy Blackwell Partner
Acorn Capital Advisers
Sarah von Schmidt
Partner
Farrer & Co

Sarah is an experienced private client lawyer with a strong reputation for her work on trusts, wills and succession planning, and family constitution and governance issues. She builds deep and lasting relationships with clients, who value her genuine interest in and commitment to finding the right solution for them. 

Sarah leads the firm’s private client group and has a diverse practice spanning the private client sector. She has developed an unusually broad range of expertise in the field, with a special interest in trusts issues.

On trusts matters, Sarah acts for a range of trustees and beneficiaries, including those involved with significant onshore and international trusts, and associated with large corporations, substantial landed estates, family offices, wealthy individuals and families. Her experience advising both trustees and beneficiaries gives her a valuable perspective on the needs of all those involved.

Sarah acts for a wide range of family offices, family businesses, entrepreneurs and owner managers, wealthy families and individuals, and landed estates. Sarah supports clients on the issues critical to their long-term interests including governance and constitutions, succession planning, decision making and investments of all types. She regularly acts for entrepreneurs, owner managers, senior executives, wealthy individuals and families on a range of issues linked to holding and structuring wealth; such as private wealth planning, tax, philanthropy, wills and the transfer of wealth between generations.

Outside of her technical expertise, clients comment that Sarah’s great strengths are her empathy and personable approach. Her client relationships often see her supporting individuals and families through issues that affect multiple generations, and clients value her ability to communicate well at all levels. Much of her practice sees her work in close collaboration with her clients’ wider network of advisers, and with specialists across the firm in areas as diverse as property, reputation management, banking and employment. 


Sarah von Schmidt
Sarah von Schmidt Partner
Farrer & Co
Emily Brand
Partner
Boodle Hatfield

 

Emily Brand is a Partner in Boodle Hatfield's Family team. She is known for her creative and discreet approach acting in high profile cases often involving extensive wealth or complex issues concerning children including international relocation.

She frequently advises on cases involving family businesses or private equity. She has worked on a number of ground-breaking cases including Radmacher v Granatino (concerning a German prenuptial contract), Prest v Petrodel (piercing the corporate veil) and Young v Young (involving complex financial structures, asset tracing, non-disclosure and enforcement).

She also has particular expertise and interest in advising on disputes concerning children on the autism spectrum.

Whether in court proceedings or negotiating private settlements, Emily delivers results for her clients, always focusing on their specific needs and concerns. She is widely respected for her combination of compassion for her clients’ unique circumstances, and her astute ability for intelligent problem-solving.


Emily Brand
Emily Brand Partner
Boodle Hatfield
Paul Hunter
Group Head of Family Office Services
Crestbridge

Paul has over 20 years’ experience in servicing the wealth management and estate planning interests of numerous UHNWIs and their families from multiple jurisdictions and has specialist knowledge and experience in dealing with clients from North America, Latin America and the Middle East.

Paul also manages the new joint venture, Crestbridge Fiduciary LLC, a US joint venture with Willow Street.

Paul began his career as a statistician for a major UK charity before joining Abacus Financial Services Group, which was later acquired by RBC Wealth Management of which he later became a Department Head.

Paul is a Chartered Secretary and is fluent in a number of European languages.


Paul Hunter
Paul Hunter Group Head of Family Office Services
Crestbridge
Gibran Registe-Charles
Founder and CEO
Urban Edge Capital

Gibran’s background includes working for Rothschild's Asset Management, Morgan Stanley, Goldman Sachs and (GNI) Man Group where he helped successfully implement the cross over from open outcry to screen based trading markets. Gibran has worked in Sao Paulo and Zurich as an asset raiser and Boyer Allen in London. 
Gibran is highly (social) media savvy. As a spokesperson for the  firm he can reach wider audiences to convey the importance of  D&I in investing and be an outstanding ambassador of the fund  and our firm. He is also responsible for our formal ESG reporting  obligations. Gibran’s strong entrepreneurial acumen and  powerful marketing dynamics ensures the funds message communicates across all mediums and markets.
More recently in 2016 Gibran has been a policy advisor at the European Parliament in the Economic and Monetary Affairs committee advising on FinTech and Banking regulations. Gibran holds a degree in BSc(Hon) Business Information Technology.


Gibran Registe-Charles
Gibran Registe-Charles Founder and CEO
Urban Edge Capital
Sianne Haldane
Chief Impact Officer
Maanch

Sianne Haldane works closely with Maanch's clients to help them understand, project, track and report their impact, ensuring our solutions are meeting their needs to become impact evangelists! Sianne believes that relationships are the linch pin in driving positive change and it is with this philosophy that she leads our client services to drive positive impact. 

She is a strong advocate and active member of sector-wide initiatives and thought leadership and is a natural "connector", creating communities that are mutually beneficial to enable impact. 

A dual qualified lawyer in the UK and in her native South Africa, she has had a career that has spanned 15 years across the Philanthropy, Impact,CSR and Private Client space.  

Sianne is also a Trustee of an international education charity which assists with social mobility of refugees and helping them get into tertiary education and is a committee member of the STEP Global Philanthropy Advisors Special Interest Group.


Sianne Haldane
Sianne Haldane Chief Impact Officer
Maanch

Agenda

09.00
Registration

Coffee and breakfast on arrival 

09.30
Co-Chair's Welcome
Speakers:
Joanne Morse - Director, Family Office Services - Summit Trust International (Switzerland)
Matthew Braithwaite - Partner - Wedlake Bell
09.40
The Taxation of Wealth
10.15
Next Gen Pressures - Purpose, Values and Responsibility
Speakers:
Chris Moorcroft - Partner - Harbottle & Lewis
Matthew Braithwaite - Partner - Wedlake Bell
11.00
Catch Up Coffee Break
11.40
It’s been a while: Roundtable discussions using case study format visiting 3 key areas

A) Social Impact Investing 

B) Post Pandemic Trustees

C) Offshore Foundations

Speakers:
Michelle Tring - Trust Director - Affinity Private Wealth
Robert Dobbyn - Partner - Walkers (Jersey)
1.00
Lunch
2.15
The Trusted Adviser Eco System: Having a Seat at the Table
Speakers:
Amy Blackwell - Partner - Acorn Capital Advisers
Phyllis Townsend - Senior Associate - Baker McKenzie
Emily Brand - Partner - Boodle Hatfield
3.00
Charities and Philanthropy Update
Speakers:
Sianne Haldane - Chief Impact Officer - Maanch
3.40
Break
4.30
Offshore Under Attack
5.00
Committee close of Day 1
6.45
Welcome Back Drinks
7.45
Relaxed Dinner
09.45
Co-Chairs Day 2 Welcome
Speakers:
Matthew Braithwaite - Partner - Wedlake Bell
Joanne Morse - Director, Family Office Services - Summit Trust International (Switzerland)
09.55
Diversity and Inclusion Makes Money
Speakers:
Gibran Registe-Charles - Founder and CEO - Urban Edge Capital
10.40
Everything you need to know about Crypto
11.00
Everything you need to know about Cannabis Investing
Speakers:
Andrew Sams - Director, Client Advisory - TwinFocus
11.20
Catch Up Coffee
11.50
Next Gen Wealth Agenda Setting for the next 12 months
12.45
Lunch
2.30
Networking Activities
4pm
Depart

Book With Clarity

If the event runs on the designated date and any delegate is unable to attend due to:
•    Local travel restrictions of the attendee
•    Restrictions in the UK
•    Any requirement to self-isolate or quarantine 
•    General travel restrictions

All bookings will have the option of:
•    Sending a replacement at no extra cost
•    Transferring to the 2022 date at no extra cost 
•    A full refund 

If the event does not run as scheduled all bookings will have the option of:
•    Transferring to the 2022 date at no extra cost 
•    A full refund 

The event will operate in accordance with government capacity guidelines which are subject to change.

Book Accommodation

Rooms available at Syon Park. Exclusive conference rate available here.

Member Rate

You must be logged into the TL4 website to get the member rate. 

If you are not a member already please sign up for FREE HERE 

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 on +44 7841974969 or email laura@thoughtleaders4.com