Conference Programme
London May 18, 19 Leeds May 20, 21
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9:00am Chairman’s Opening Remarks – Stanley Lovell, Chairman, IN Partnership
THE FAMILY OFFICE BUSINESS
9:10am Keynote Presentation - Benchmarking and the Wealth Advisory
Drawn from the first global benchmarking study of single family offices, Heinrich Liechtenstein of the IESE Business School reveals the results of his latest study, carried out with the Wharton Business School. Heinrich will offer insights on the implications for wealth advisers of issues from financial performance to family governance, management process, communications, human resources, family education and technology.
Heinrich Liechtenstein - Professor of Financial Management, IESE Business School in Barcelona, Spain
FAMILY GOVERNANCE, STRUCTURES AND INVESTMENT
9:45am Family Office Services, Facilitation, Leadership for families
- Setting up to offer services to wealthy families
- What does a Family Office provide?
- Establishing a family council and constitution
- Setting a vision and project management
- Pricing of services to wealthy families
Kripa Sethuraman, Managing Partner, Family Office Exchange
10:20am The Business of Family Office Advisory – Is it worth it?
- Business models and what works
- What is valuable
- What can you adapt
- What should you avoid
- Where is the business going
- What questions should you be asking
Seb Dovey, Managing Partner, Scorpio Partnership
10:55am Coffee
11:10am How to Avoid Disputes Destroying Wealth – Governance and how to structure family assets
- Trusts and wealth preservation
- Dealing with diverse interests
- Acting in the family’s best interest
- Corporate governance
- Dynasty Planning
Caroline Garnham, Partner, LG Solicitors
11:50am PANEL – How do you Deliver your Investment Strategy to Wealthy Clients more efficiently?
- Discretionary or Advisory
- In house or outsourced
- Reporting
- Remuneration
- Flexibility
Session sponsored by Præmium
12:30pm Lunch
1:30pm PANEL – Estate Planning for Wealthy Families
Leading IFAs and practitioners discuss ways in which structured estates, blended families & complex intergenerational issues impact the structuring of an estate plan. Staying on top of family & trust law is a perennial challenge for financial planners & accountants and this session will look at key trends and strategies to help you serve your clients.
- Restructure & transition strategies for family estates
- Structural strategies for blended & melded families
- Estate planning for family held offshore assets
- Use of Family Trusts for Estate Planning
- The impact of Divorce and the treatment of off-shore held family assets
Panel Chair: Alison Paul, Turcan Connell
William Feeny, Kings Court Trust Corporation
2:10pm What do wealthy families want from their advisors?
- Wealth brackets and principles
- Doing business with Family Offices
- Training the next generation
- Managing conflict
- Succession issues
Penny Lovell, Fleming Family & Partners
PROTECTING THE FAMILY BUSINESS
2:50pm Wealth Management for the business owning family
- Understanding relationship between the business and the family
- Appraising and managing risks and rewards from the perspective of each individual
- Impact on the management of other assets
Michael Maslinski, Chairman, Maslinski & Co.
3:25pm Coffee
3:40pm Protecting the Family Estate against Predators
- Structuring Affairs to Protect Assets
- When things get nasty: Dealing with divorce
- The implications of bankruptcy
- Dealing with estate dilution across the generations
- Locking in control and protection
- Contested Wills and “secret sons”
Samantha Morgan, Partner, Withers Solicitors
TRENDS IN INVESTMENT MANAGEMENT AND TAX
4:15pm Tax Strategies for Maximizing Business Wealth
- Business transfer techniques
- Passing control of trusts
- Dealing with the Revenue and business succession
David Kilshaw, Partner, Tax – Private Client Advisory KPMG
5:00pm Wealth Signs: What sort of wealth creator is your client?
- Sources of wealth
- Impact of client history
- Ways of living with wealth
- Decision making based on wealth character
- Tailoring advice to wealth type
Stuart Podmore, Vice President, JP Morgan
5:30pm Chairman's closing remarks
5:40pm Drinks and networking