Conference Chairman
Mr. Jean Mandelbaum (Financial Events International) Switzerland
With the participation of
Mr. Rupert Ticehurst (Herbert & Smith) United Kingdom
Mrs. Justine Markovitz (Principal, Withers LLP) Switzerland

 

With the continuous increase of Family Offices all over the world, the business model of such organizations is now stabilized.

 

Nevertheless, daily practices demonstrate the need of acute awareness of the constant changes occurring all over the world in legal, tax and financial matters.

 

Our conference will gather top experts who will outline the key points of successful Family Offices and the latest developments to be integrated in the range of key factors of success.

 

 

Among the topics that will be fully analysed:

• Evolution of taxation of wealth in major countries (such as in France after the presidential elections)
• Boundaries of wealth: which legal approach?
• Family governance: advantages or disadvantages of setting-up a family chart
• Which is the most appropriate type of holding? Where to locate it?
• Multi family offices: which level of transparency and which type of mandate
• How to get the most in real estate for the family offices?
• How to have an efficient transgenerational scheme?
• Managing philanthropy within the family office: the hot topic in 2007
• Risk aversion and risk control: the most important preoccupation of successful family offices
• Beyond wealth: what approach for very high HNW people?

The four main aspects to consider:

• Governance risks
• Legal and tax risks
• Financial risks (for instance, investing or not in alternative funds)
• Risks related to the Family Office structure

Delegates, a mix of experts, Family Office managers and members of wealthy families will participate in the discussion about the daily practices and the key changes impacting those in the world of Family Offices.

 

Glossary

Dr. Ariel Sergio Goekmen

(Director, Credit Suisse, Head Office) Switzerland

Dr. Steen Ehlern

(Managing Director, Ferguson Partners Family Office) Switzerland

Dr. Ramona Piscopo

(International Tax Lawyer, Loyens & Loeff) Switzerland

Mr. Bernard Camblain

(President of the french Family Offices Association, Vice President of Meeschaert Family Office) France

Mrs. Stella Mitchell-Voisin

(Founder and Clients Services Director; Close Trustees SA) Switzerland

Mr. Pierre Condamin-Gerbier

(Managing Partner, Reyl Private Office) Switzerland

Mr. Mike Vermeer
(Partner, Novactum) Netherlands

 

Mr. Rupert Ticehurst

(Partner, Herbert & Smith) United Kingdom

Mrs. Justine Markovitz

(Principal, Withers LLP) Switzerland

Dr. Nedim Peter Vogt

(Partner, Baer & Karrer) Switzerland

Mr. Jean Golinelli

(CEO, CB Richard Ellis - PI Performance) Switzerland

Mr. Daniel Martineau

(Managing Director & Founder, Close Trustees SA) Switzerland

Mr. Tom F. Clausen

(Managing Partner, Capvent) Switzerland

Mr. Paolo Panico

(Private Trustees S.A Luxembourg-Geneva) Switzerland

Ms Natasha Pearl

(CEO and Founder, Aston Pearl) USA

Theresa Lloyd

(Consultant to charities and arts Org., Theresa Lloyd Associates) United Kingdom

Ms. Barbara Hauser

(Director Private Wealth Advisor, Stanford Group) Switzerland