TL4
Next Gen

With the old guard of HNWs passing on their wealth to the next generation, how should advisors adapt and change their approach when dealing with the next wave of HNW millenials and Generation Z

ThoughtLeaders4 Private Client Next Gen Wealth will run informative panel sessions and networking events, covering the most pertinent and current issues affecting Private Client - targeted at how to advise the next generation of HNWs

Members will include:

  • Junior partners, associates, counsel at law firms specialising in Private Client
  • Junior barristers practicing at the commercial, chancery, family bar
  • Managers / junior directors at trust companies
  • Accountants & Tax advisors
  • In house at banks, wealth managers and financial institutions
  • Litigation funders 
  • Forensic accounting professionals

Bringing together up-and-coming Private Client practitioners to share knowledge and experience of advising the next generation of HNWs

Who Qualifies as a Next Gen Practitioner?

Are there membership criteria?

Typically members must operate in fields related to Non-Contentious Private Client with an emphasis on next generation HNWs, and be between Associate and Junior Partner as a rough guide. 

Does my membership end once I become too senior?

No, this guidance is only for the point of joining 

Is there a membership fee?

No, membership is free.

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.


Michelle Tring
Trust Director - Ocorian

Michelle is a Trust Director and oversees the private client team based in Jersey. Michelle has over 15 years industry experience of providing fiduciary services to both private and corporate clients, working with a full range of different structures, from simple discretionary trusts through to reserved power trusts, foundations, and Private Trust Companies.

Michelle moved to Jersey in 2002 to pursue a career in finance and has spent the majority of her career on the island, with the exception of a two-year period where she worked in Grand Cayman, specifically managing a portfolio of structures for predominantly Latin American clients. In her current role, Michelle and her team are responsible for managing a large portfolio of private client structures which span numerous jurisdictions and consist of a number of specialised structures with a variety of assets including artwork, property, investment portfolios and publicly quoted shares. The team pride themselves on providing a very high standard of service to each of their clients.


Robert Dobbyn
Partner - Walkers

Robert is one of the leading non-contentious trusts practitioners in Jersey, and heads Walkers' Jersey Private Capital & Trusts Group.

He focuses on private client structuring and advice, and is an expert in Jersey foundation structures.

Robert is a Jersey Advocate who has spent more than a decade specialising in offshore private client work.


Joanne Morse
Director, Family Office Services - Summit Trust International

Jo is a graduate of Law and French from Cardiff University. She qualified as a solicitor of England and Wales in 2008, working as a private client solicitor in the UK before beginning her trust career in Geneva in 2011. Jo has a wide range of experience in trust and company management, within which a wide range of real assets are managed, including fine art, vintage cars, shipping fleets, yachts, private equity and commercial and residential property. Jo manages an administration team providing bespoke private client trusteeship to ultra high value, complex international trust structures. In May 2018, Jo won Trustee of the Year at the Citywealth Magic Circle Awards held in London.


Phyllis Townsend
Senior Associate - Baker McKenzie

Phyllis Townsend is a senior associate in the Wealth Management practice in London. Phyllis joined in 2012 from Rothschild Wealth Management & Trust where she was legal counsel in London and Zurich. Phyllis works with clients on a broad range of wealth management matters. Phyllis is listed in Legal 500, Private Client Practitioner's "Top 35 under 35" and Legal Week's "Private Client Global Elite - Ones to Watch".


Alice Killingbeck
Director - KPMG

Alice Killingbeck is a director and solicitor leading Private Client legal services at KPMG in the UK. Alice advises UK and international individuals, families, trustees and family offices on issues related to the management, growth and transition of their personal and business wealth. This includes designing and advising on estate planning structures such as trusts and foundations, advising on trustee governance and fiduciary risk, cross-border succession planning, Wills and philanthropy.


Founding Committee

Chris Moorcroft
Chris Moorcroft Partner
Harbottle & Lewis
Michelle Tring
Michelle Tring Trust Director
Ocorian
Robert Dobbyn
Robert Dobbyn Partner
Walkers
Joanne Morse
Joanne Morse Director, Family Office Services
Summit Trust International
Phyllis Townsend
Phyllis Townsend Senior Associate
Baker McKenzie
Alice Killingbeck
Alice Killingbeck Director
KPMG

Upcoming Events

slide left
Virtual
14 May 2020
Next Gen Wealth: Hot Topics in the New World Order

Virtual Event on Zoom
Meet and hear from the Private Client Next Gen Wealth founding committee. They will be looking at the hot issues in FIRE given the current unprecedented position businesses around the world find themselves in. Sharing tips, considering the traps and the pitfalls to avoid. 


Find out more
Virtual
10 Jun 2020
Exposing bad trustees in a post-pandemic landscape: Who’s had their hand in the till or taken their eye off the ball

Delighted to partner with ConTrA to bring you this unique webinar where all proceeds are being donated to the National Emergencies Trust Coronavirus Appeal. 


Find out more
Virtual
16 Jun 2020
Lockdown Lowdown: 5 important trust decisions you need to know about now

Understand the lessons from the 5 most important trusts decisions from the key industry players, chaired by the incomparable Elspeth Talbot-Rice QC. 


Find out more
Virtual
02 Jul 2020
Next Gen Wealth: Family Offices in the New World Order

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 how are advisors dealing with Family Offces in this new world order? 

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


Find out more
1 Day Conference
24 Sep 2020
Inter-Generational Wealth Planning: The Private Client Practitioner of the Future

With the old guard of HNWs passing on their wealth to the next generation, how should advisors adapt and change their approach when dealing with the next wave of HNW millenials and Generation Z


Find out more
Bespoke4
07 Oct 2020
Advising Russian & FSU HNWs

This unique event will drill down into the key estate planning, structuring and tax issues for Russian & FSU HNWs both locally and globally. 


Coming Soon
1 Day Conference
13 Oct 2020
Global Mobility of HNWs

With the mobility of people currently not being able to get out of their own house. What are the long-term implications for HNWs on where, how and why they locate themselves and their family. Will it still be a global world? 


Coming Soon
1 Day Conference
15 Oct 2020
Contentious Trusts

Trusts in litigation continues to move at pace. Attend this 1 day event for your annual update on latest cases, new techniques and key litigation arising from the global corona virus shutdown. 


Coming Soon
Bespoke4
22 Oct 2020
Court of Protection

The intricacies and practicalities of the court of protection will be examined in this targeted half day programme. Chaired by industry luminary Suzanne Marriott understand the court of protection, official solicitors office, health & welfare and finance & property. 


Coming Soon
1 Day Conference
05 Nov 2020
TransAtlantic Planning

Estate, trust and tax planning across the Atlantic continues to be a hot topic. Not least due to the recent high profile relocation of Harry and Meghan and the complications playing out in the global media. Drill down into key practical issues to help you advise your clients at this 1 day event. 


Coming Soon
1 Day Conference
18 Nov 2020
Advising Non-Dom Clients

Non-Doms have continued to be a hotly debated political subject. However, with a Conservative government in place the status looks set to remain. Attend this event to understand the latest guidance and strategies to effectively advise these clients. And how to advise clients that have unintentionally changed their tax status during the global lockdowns. 


Coming Soon
1 Day Conference
26 Nov 2020
Post-Death Claims

Chaired by the indomitable Stephen Moverley Smith QC this event will delve into the new and key issues arsing post-death. From crypto and digital estates, to competence and capacity this is your annual update in 1 day. 


Coming Soon
slide right

Latest News

slide left
Community Magazine
Private Client Magazine - Issue 1 - NOW AVAILABLE

We are delighted to bring you our inaugural edition of the Private Clint Magazine, connecting you with the global private client community in the midst of lockdown.

Read more
Reports
Cases Referred to in Trustees & Divorce Virtual Event

Crib sheet of cases referred to in recent virtual event

Read more
Articles
Coronavirus’ impact on HNWs advice

The Coronavirus pandemic reminds us of Simone de Beauvoir’s “All men are mortal” Both encourage us to re-evaluate our priorities, prompting us to seize new opportunities otherwise ignored under the “business as usual” regime.

Read more
Articles
Practical Considerations for Trustees

The profound impact which the current pandemic has had on all aspects of life cannot be understated. This, of course, includes the global economic downturn;  in some quarters it has been compared to, or indeed said to be likely to eclipse, the Great Depression.

Read more
Articles
Dealing with the Death of a Settlor

Trusts are settled for many reasons but succession planning is usually featured at the top of this list. Many settlors like the idea of leaving a legacy, of leaving their accumulated wealth in safe hands and of doing what they can to minimise if not completely eliminate family disharmony after their passing.

Read more
Articles
Trustees and Divorce: Navigating Stormy Waters

Debt, death and divorce: often grimly cited as the estate agent’s best friends, they are also three main harbingers of trust litigation. The last of these can be particularly troublesome for trustees, who can find themselves in a difficult position when a beneficiary (or beneficiaries) of a discretionary trust divorce, especially when it is taking place in the English courts

Read more
Articles
Towards a radical overhaul of UK inheritance tax?

Death and taxes may be the only certainties in this world, but exactly how tax is raised on death and on lifetime gifts is subject to tinkering and political debate. A new cross-party parliamentary report proposes radical changes to completely change, rather than just tinker around the edges, how inheritance tax would be charged in the UK and, if ever adopted, would have significant impact on your wealth and succession planning.

Read more
Articles
Ways of Protecting Family Wealth on Divorce

Parents are increasingly reluctant to provide financial assistance to their adult children because they are concerned that the money could be lost in a divorce. We are often approached by anxious parents who are keen to ensure that family wealth intended for their children and grandchildren won’t fall into the hands of their estranged son or daughter in law, should they later divorce.

Read more
Articles
Potential Psychology and Emotional Challenges in HNW and UHNW Divorce

While we are all aware of the highly complex legal, financial, commercial and international issues raised by HNW divorces, how much do we know about the personalities that have evolved within this section of society? What might we encounter of the psychology and emotional aspects of the parties involved? HNW and UHNW individuals face and develop a set of challenges within life that might be unfamiliar to those who do not inhabit that world of affluence. The very nature of their circumstances allows them to distance and detach themselves from the everyday concerns that occupy most of the planet, the need to survive financial demands on daily basis, to make ends meet. Consequently there is often little awareness, sympathy or empathy for the human and existential struggles that they, like every other human on the planet, have to face.

Read more
slide right
slide left
Our Private Client Community Partners
slide right

Contact Us

For any questions relating to Next Gen please contact Paul on 020 7101 4155 or email paul@thoughtleaders4.com

Join the community

Please complete the below to join Private Client, suggest new communities and be amongst the first to hear about new developments, events and benefits.