Private Client NextGen Academy, Session One: The Lifecycle of a HNW Client

Academy Session One

23 April 2024 | The Dilly, Picadilly, Central London

View Agenda Book a Ticket

Each table will discuss two topics loosely based upon the stage of a client’s life cycle that it relates to. Facilitators will have a couple of minutes to set the scene and a couple more at the end to wrap up but each topic should be discussed for 20 minutes at least.

Infancy & The Modern Family - How are trusts adapting to the new social norms

 

Dealing with Life’s Two Certainties

Young Adult Clients – The Energetic Years

 

Industry Focus - Future of the Industry in a Sanctioned world

The Mature Client – The Road to Success(ion)

 

Private Client NextGen Academy

Join us at the first session of the Private Client NextGen Academy. Built to enhance our community’s opportunities for NextGen practitioners in Private Client practice to train together, learn from each other and build their networks at an escalated rate. Whilst the Academies are for practitioners, membership is for the firm to sign up to, so find out more below.

Find out more

Format & Timings For the Academy Session:

 

Roundtable Topic

Subject Matter
Table One: Infancy & The Modern Family – How are trusts adapting to the new social norms?
  • Adoption, stepchildren & blended families
  • Bringing children into the trust / financial conversation – when is best to do this?
Table Two: Young Adult Clients – The Energetic Years
  • Marriage & Divorce
  • Advising on ESG and Assets
Table Three: The Mature Client – The Road to Success(ion)
  • Setting up a trust, protectors, comparison of jurisdictions for trusts
  • Operating businesses – how to stop families falling out over the family business, and what to do when they do
Table Four: Dealing with Life’s Two Certainties
  • Death & Domicile
  • Taxes & Inheritance

 

12:30 pm - Registration and Welcome where you check-in for the event and meet your fellow attendees

1:00 pm - Delegates attend Round Table Discussions

2:30 pm - A Networking Tea/ Coffee break refreshes the pallet and the mind ready for the afternoon sessions. 

2.50 pm - We delve into Round Table Discussions before another Networking Tea/Coffee break.  

4:40 pm - Round Table Discussions to round out the day before a drink to unwind at the end of the day. 

5:30 pm - We cap the Day with a Post-Academy Drinks Reception to mix and mingle with your fellow attendees and contributors in a relaxed setting.