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

Registration
12:30 pm

First Round Table Discussions
1:00 pm

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

Second Round Table Discussions
1:40 pm

• Table One: Infancy & The Modern Family – How are trusts adapting to the new social norms?
• Table Two: Young Adult Clients – The Energetic Years
• Table Three: The Mature Client – The Road to Success(ion)
• Table Four: Dealing with Life’s Two Certainties

Networking Tea and Coffee break
2:20 pm

Third Round Table Discussions
2:40 pm

• Table One: Infancy & The Modern Family – How are trusts adapting to the new social norms?
• Table Two: Young Adult Clients – The Energetic Years
• Table Three: The Mature Client – The Road to Success(ion)
• Table Four: Dealing with Life’s Two Certainties

Fourth Round Table Discussions
3:20 pm

• Table One: Infancy & The Modern Family – How are trusts adapting to the new social norms?
• Table Two: Young Adult Clients – The Energetic Years
• Table Three: The Mature Client – The Road to Success(ion)
• Table Four: Dealing with Life’s Two Certainties

Networking Tea and Coffee break
4:00 pm

Table Discussions Round Up
4:20 pm

Post-Academy Drinks Reception
5:00 pm