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 - Affinity Private Wealth

Michelle is a Trust Director at Affinity Private Wealth and has over 17 years industry experience of providing bespoke wealth management services to private clients, working with a full range of structures.

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.

Michelle’s team are responsible for managing a large portfolio of private clients which span numerous jurisdictions and consist of a number of specialised structures with a variety of assets, providing bespoke and tailored wealth management services to individuals and families to help preserve and enhance their assets for future generations.


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.


Matthew Braithwaite
Partner - Wedlake Bell

Matt advises UK and international individuals, families, trustees and beneficiaries of trusts and family offices on UK tax, estate planning and succession issues.  He acts for high net worth individuals and families including business owners and entrepreneurs.

Matt advises on the establishment and use of trusts and other wealth holding structures and also on the succession of family trusts and businesses and governance issues.  Matt also provides UK tax and structuring advice in relation to the ownership of UK property.

Matt also advises on Wills and general trust law and acts as a trustee.

 


Founding Committee

Chris Moorcroft
Chris Moorcroft Partner
Harbottle & Lewis
Michelle Tring
Michelle Tring Trust Director
Affinity Private Wealth
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
Matthew Braithwaite
Matthew Braithwaite Partner
Wedlake Bell

Upcoming Events

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On Demand
31 Mar 2021
Inter-Generational Wealth Planning: The Private Client Practitioner of the Future - Available Now

On-Demand Full Day Event 
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
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
Virtual
17 Sep 2020
Next Gen Wealth: Sustaining ESG Investments

ESG investing continues to be a pressing concern. And one that is amplified in recent times. What is latest key issues to watch out for and how are advisors developing their approaches? 


Find out more
Virtual
18 Nov 2020
The Worldwide Webb: The Future of Trusts

Delighted to bring you the first joint event between ConTrA and TL4 Next Gen Wealth

Designed for Contentious & Non-Contentious practitioners alike. 

Bringing you an examination of the impact of the recent Privy Council decision in Webb v. Webb 


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Virtual
19 Nov 2020
TL4 Virtual Community X-Over

A unique virtual event bringing together HNW Divorce, FIRE and Private Client experts. We will be discussing how the various practice areas overlap with each other and how best to work across disciplines 


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Virtual
21 Jan 2021
Insolvent Trusts

This deep dive into insolvent trusts will bring together our FIRE and Private client communities to assess the latest cases and their practical impact on best practice approaches 


Find out more
Virtual
21 Apr 2021
Nizam: Nuclear powers face off in High Court over English trust law principles

India and Pakistan locked horns with each other and descendants of the 7th Nizam of Hyderabad in Pakistan v NatWest decided by Marcus Smith J in October 2019.  .  When Pakistan initiated new proceedings in 2013, the current Nizam instructed Eason Rajah QC, 10 Old Square, and Paul Hewitt, Withers LLP.  Eason and Paul will set out the historic and political context as well as the trust law principles debated.


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On Demand
14 May 2021
Divorce: Understanding the Impact on Trustees, Beneficiaries & Other Fiduciaries

This is not a technical/legal session but we will instead be focusing on practical, ‘on the ground’ experiences.

Typically, these sorts of sessions focus on the legal impact of trusts on divorce but today we will be turning the telescope around and looking at the practical impact of divorce on trustees, beneficiaries and other fiduciaries.


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On Demand
04 Jun 2021
HNW Advisors Leadership Programme: Training and development for future leaders

Leading complex relationships, working through challenging strategy and training your professional mindset makes a good advisor. But what makes a great, trusted advisor? What skills do you need to become a well-rounded HNW practitioner to grow your niche and succeed?


Find out more
Virtual
29 Jun 2021
Vive la Difference! Is Family & Trust Law in Jersey more like the French or English?

With Jersey being geographically located between England and France, a panel of experts will explore how family law and trust law work in Jersey. Are they more like the French or the English system?

The panel will also look at finances on divorce, prenups, the law of cohabitation.


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Virtual
05 Jul 2021
Let the good times roll! Trusts and Unusual Asset Classes

Let's focus on the good times. We have united a group of experts who each specialise in the more unusual assets that can be held by trustees in a trust. We will draw our attention to four main areas: Classic cars, marine and aviation, fine wine and whiskey and cannabis.


Find out more
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Latest News

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A) I focus my practice on dispute resolution issues, including contested estates, acting for high net worth individuals in private trust disputes, as well as commercial dispute resolution and arbitration.

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A) My work is primarily personal tax advice, with a strong focus on international clients both with or looking to have a presence in the UK.

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A) I’m an associate in our Trust, Estate and Inheritance Disputes team. We also cover Court of Protection work alongside our non-contentious elder law specialists. I am one year qualified so my practice is still pretty broad – I would say roughly half my clients are charities looking to defend probate or inheritance claims, and the rest are a mix of private individuals and trustees/executors

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Private Client Magazine Issue 5 - Year in Review 2021: Looking Back and Looking Forward

In the latest issue of the Private Client Magazine, we present to you a ‘Year in Review’, which discusses the most significant trends and cases over the past 12 months. This edition also features an In Focus supplement on ‘Next Gen’, which tackles topical trends such as ESG, mental health, and generational wealth. Thank you to all of our authors, members, readers and Community Partners for their endless support and contribution. 2022 will no doubt bring new thoughts, ideas and trends, and we look forward to capturing new content and industry insight as we continue to navigate the legal maze.

READ NOW!

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Knowledge BVI trust legislation enhanced by Trustee (Amendment) Act 2021

The Trustee (Amendment) Act 2021 (the "Amendment") came into force on 13 May 2021 and greatly enhances BVI's trusts legislation.

The Amendment inserts a new section 58B to the Trustee Act, expanding the court's jurisdiction to vary, add to, revoke or replace any provision of a trust. It builds on existing rules that allow the court to approve, on behalf of minor and unborn beneficiaries and other persons who are unable to approve themselves, arrangements that amend trusts.

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Private Client Magazine Issue 4 - Trustees Under Pressure

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Thank you to our contributors for their interpretations on the pressure trustees have faced in the face of change. We also express our gratitude to our Community Partners whose support allows us to deliver the highest quality of content.

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Private Client Magazine: Issue 3 - 2021: ADAPT. ENDURE. PERSIST - NOW AVAILABLE

2021 isn’t exactly starting off how we’d hoped but here we are. We remain desperate to return to this so-called ‘new normal’ but for now, we continue to adapt. The true success of our growing community is a reflection of the passion and focus of every single person involved and we continue to generate thought-provoking content that comes to their first-hand experiences.

Thank you to our authors, readers and members and our Community Partners for their continued support. We are excited to show what we have planned for later on this year so watch this space…

Read Here!

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Virtual Value Visibility Partnership

Deliver Value through Virtual Visibility.

Understand what is unique about the ThoughtLeaders4 community approach and how you can add Value to our Communities and be Visible through our Virtual platform.

To find out more about our VVV packages DOWNLOAD OUR BROCHURE

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Our Private Client Community Partners
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Contact Us

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