Private Client Advisory and Litigation Forum: Paris

The first international event paving the way for sustainability in Private Client

In-Person, 12-14 June 2024

Waldorf Astoria, Versailles, Paris

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Agenda

Registration & Lunch
12:30 pm

Co-Chairs’ Welcoming Remarks
2:00 pm

Rupert Ticehurst, Head of Dispute Resolution
Maurice Turnor Gardner

Stella Mitchell-Voisin, Chief Executive Officer
Summit Trust International SA

Addictive: The Impact of Addiction on Us and Our Clients
2:10 pm

Annmarie Carvalho , Founder
The Carvalho Consultancy

Andrea Zavos , Partner
Boodle Hatfield

But Aren’t You Just Going to Ask Me for Money? Behind the Scenes of How Philanthropic Partnerships Really Work
3:10 pm

Ashling Cashmore, Head of Impact and Advisory
CAF

Gina Pereira, Founder & Principal
Dana Stewardship Advisory

Refreshment Break
3:50 pm

Debate: Should there be Tax Incentives for Giving Money to Charity?
4:20 pm

Catherine Grum , Founder
Catherine Grum Consultancy

Marine Pelletier-Capes, Partner
Vivien & Associes (France)

Co-Chairs’ Summation & Close of Day 1
5:00 pm

Versailles Networking Activity
6:00 pm

Welcome Drinks Reception
7:15 pm

Registration
9:30 am

Co-Chairs’ Opening Remarks
10:00 am

Rupert Ticehurst, Head of Dispute Resolution
Maurice Turnor Gardner

Stella Mitchell-Voisin, Chief Executive Officer
Summit Trust International SA

Keynote: Lying and Deception: Discover the Truth about Lying and How to be a Better Lie Detector
10:10 am

Professor Richard Wiseman , Public Understanding of Psychology
University of Hertfordshire

Winds of Global Change: Global Political Outlook What Does This Mean for Advising HNW Clients?
11:00 am

Dr. Nicholas Redmen, Director of Analysis
Oxford Analytica

John de Salis, Co-Founder
Spring Equity Partners (Switzerland)

Refreshment Break
11:40 am

Case Law Update
12:10 pm

Sam Williams , Partner
Appleby (Jersey)

Constance McDonnell KC , Barrister
Serle Court

Protectors: Who Are Protectors and What is Their Role?
12:50 pm

Sebastian Auer, Partner
Gasser Partner (Liechtenstein)

Jessica Henson, Partner
Payne Hicks Beach

Mark Hubbard, Barrister
New Square Chambers

Lunch
1:30 pm

Trust tips and traps: 10 Things People get Wrong
2:30 pm

Stella Mitchell-Voisin, Chief Executive Officer
Summit Trust International SA

Phyllis Townsend, Partner
Baker McKenzie

Global Mobility of HNWs: Where are they going?
3:10 pm

Colin Senez, Counsel - Head of Immigration
Maurice Turnor Gardner

Marco Cerrato, Partner
Maisto e Associati (Italy)

Stephanie Auferil, Founding Partner
Arkwood (France)

Florentino Carreño, Partner
Cuatrecasas (Spain)

Refreshment Break
3:50 pm

Trustees, FFS Make a Decision
4:20 pm

Joanne Morse, Deputy CEO
Summit Trust International (Switzerland)

Charlotte Fraser, Partner
Farrer & Co

Christian Hay, Managing Partner
Collas Crill

Dealing with Death
5:00pm

Clare Stirzaker, Partner
Boodle Hatfield

James Barrett, Founder
MyGoodByes

Co-Chairs’s Summation
5:45 pm

Drinks Reception
7:00 pm

Black Tie Gala Dinner
8:00 pm

Co-Chairs’ Opening
10:00 am

Rupert Ticehurst, Head of Dispute Resolution
Maurice Turnor Gardner

Stella Mitchell-Voisin, Chief Executive Officer
Summit Trust International SA

Why do Marriages Fail and How Should we Respond to Break up
10:10 am

Emma Hatley, Partner
Stewarts

Michael Gouriet, Partner
Withers

Trusts and Divorce: Do Firewalls mean we don't Need to Think about Divorces?
10:50 am

Jennifer Ridgway, Partner
Farrer & Co

Sital Fontenelle, Partner
Kingsley Napley

Refreshment Break
11:30 am

ESG and Trust Deeds
11:50 am

Hannah Southon, Consultant, Litigation
Sinclair Gibson

How Investors can Help Build a Net-Zero, Climate Resilient Economy
12:20 pm

  • What is the latest science on the likely impacts of climate change between now and 2030?  
  • In the biggest election year in history, is the transition to net-zero in danger of being derailed? 
  • Navigating the risks and rewards of sustainable investing 
  • What can investors do to support an orderly transition to a more sustainable economy?

Chris Dodwell , Global Head of Policy & Advocacy, Co-Head Sustainability Centre
Impax Asset Management

Farewell Lunch
1:00 pm

12:30 pm
Registration & Lunch
2:00 pm
Co-Chairs’ Welcoming Remarks
Rupert Ticehurst - Head of Dispute Resolution - Maurice Turnor Gardner
Stella Mitchell-Voisin - Chief Executive Officer - Summit Trust International SA
2:10 pm
Addictive: The Impact of Addiction on Us and Our Clients
Annmarie Carvalho - Founder - The Carvalho Consultancy
Andrea Zavos - Partner - Boodle Hatfield
3:10 pm
But Aren’t You Just Going to Ask Me for Money? Behind the Scenes of How Philanthropic Partnerships Really Work
Ashling Cashmore - Head of Impact and Advisory - CAF
Gina Pereira - Founder & Principal - Dana Stewardship Advisory
3:50 pm
Refreshment Break
4:20 pm
Debate: Should there be Tax Incentives for Giving Money to Charity?
Catherine Grum - Founder - Catherine Grum Consultancy
Marine Pelletier-Capes - Partner - Vivien & Associes (France)
5:00 pm
Co-Chairs’ Summation & Close of Day 1
6:00 pm
Versailles Networking Activity
7:15 pm
Welcome Drinks Reception
9:30 am
Registration
10:00 am
Co-Chairs’ Opening Remarks
Rupert Ticehurst - Head of Dispute Resolution - Maurice Turnor Gardner
Stella Mitchell-Voisin - Chief Executive Officer - Summit Trust International SA
10:10 am
Keynote: Lying and Deception: Discover the Truth about Lying and How to be a Better Lie Detector
Professor Richard Wiseman - Public Understanding of Psychology - University of Hertfordshire
11:00 am
Winds of Global Change: Global Political Outlook What Does This Mean for Advising HNW Clients?
Dr. Nicholas Redmen - Director of Analysis - Oxford Analytica
John de Salis - Co-Founder - Spring Equity Partners (Switzerland)
11:40 am
Refreshment Break
12:10 pm
Case Law Update
Sam Williams - Partner - Appleby (Jersey)
Constance McDonnell KC - Barrister - Serle Court
12:50 pm
Protectors: Who Are Protectors and What is Their Role?
Sebastian Auer - Partner - Gasser Partner (Liechtenstein)
Jessica Henson - Partner - Payne Hicks Beach
Mark Hubbard - Barrister - New Square Chambers
1:30 pm
Lunch
2:30 pm
Trust tips and traps: 10 Things People get Wrong
Stella Mitchell-Voisin - Chief Executive Officer - Summit Trust International SA
Phyllis Townsend - Partner - Baker McKenzie
3:10 pm
Global Mobility of HNWs: Where are they going?
Colin Senez - Counsel - Head of Immigration - Maurice Turnor Gardner
Marco Cerrato - Partner - Maisto e Associati (Italy)
Stephanie Auferil - Founding Partner - Arkwood (France)
Florentino Carreño - Partner - Cuatrecasas (Spain)
3:50 pm
Refreshment Break
4:20 pm
Trustees, FFS Make a Decision
Joanne Morse - Deputy CEO - Summit Trust International (Switzerland)
Charlotte Fraser - Partner - Farrer & Co
Christian Hay - Managing Partner - Collas Crill
5:00pm
Dealing with Death
Clare Stirzaker - Partner - Boodle Hatfield
James Barrett - Founder - MyGoodByes
5:45 pm
Co-Chairs’s Summation
7:00 pm
Drinks Reception
8:00 pm
Black Tie Gala Dinner
10:00 am
Co-Chairs’ Opening
Rupert Ticehurst - Head of Dispute Resolution - Maurice Turnor Gardner
Stella Mitchell-Voisin - Chief Executive Officer - Summit Trust International SA
10:10 am
Why do Marriages Fail and How Should we Respond to Break up
Emma Hatley - Partner - Stewarts
Michael Gouriet - Partner - Withers
10:50 am
Trusts and Divorce: Do Firewalls mean we don't Need to Think about Divorces?
Jennifer Ridgway - Partner - Farrer & Co
Sital Fontenelle - Partner - Kingsley Napley
11:30 am
Refreshment Break
11:50 am
ESG and Trust Deeds
Hannah Southon - Consultant, Litigation - Sinclair Gibson
12:20 pm
How Investors can Help Build a Net-Zero, Climate Resilient Economy
  • What is the latest science on the likely impacts of climate change between now and 2030?  
  • In the biggest election year in history, is the transition to net-zero in danger of being derailed? 
  • Navigating the risks and rewards of sustainable investing 
  • What can investors do to support an orderly transition to a more sustainable economy?
Chris Dodwell - Global Head of Policy & Advocacy, Co-Head Sustainability Centre - Impax Asset Management
1:00 pm
Farewell Lunch

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